Investing Experts

Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low...

Seeking Alpha's Head of Quant, Steven Cress, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys for dividend seekers (17:30) Show Notes: Top 3 Dividend Stocks As A Hedge: Iran Escalation And Inflation Hotter Than Expected 6 Smart Stock Ideas For A Barbell Strategy 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio R...

Global portfolio strategist  James Kostohryz explains why the US and Israel are at war with Iran and why it may last longer than we think (0:35) Oil shocks can lead to business cycle recessions (29:00) Gold pricing in risk (37:20) US treasury bonds (53:40) Silver and copper (1:01:20) Show Notes: Will War Trigger A Bear Market And Spike In Oil? Fiscal Headwinds And Unrealistic S&P EPS Growth Wi...

Gary Vaughan from  Daily Stock Picks returns to talk Nvidia earnings and other tech names (0:30) Tesla's evolution; 3 energy names; fundamentals vs reality (5:50) Daily investing and trading process (15:00) Stock and ETF portfolio as a large cap tech investor (24:50) Sandisk - an almost buy (34:00) Your timeframe matters (41:30) Show Notes: Stock Pickers Better Know When They're Going To Sell More...

Will Barton from High Dividend Opportunities shares their strategy (0:20) Contextualizing the yield conversation (7:15) Fixed income and equity portfolios (12:00) ETFs vs CEFs (15:00) AGNC preferred stock (17:30) Earnings, cash flow statements protect dividends (21:30) Dividend cuts can surprise you (24:40) Retirement essentials (28:00) Income investing challenges and benefits (41:00) Episode tran...

Next-gen investing experts Julia Ostian , Jack Bowman , and Kenio Fontes  share their investment strategies (0:30) Rare earths and precious metals (2:20) Amazon, Apple, AMD and tech - concerns and excitement (9:00) Portfolio allocations (41:00) Show Notes: Nvidia Q4: Why Even A Record 'Beat' Could Sink The Stock The Mag 7 Hit A Critical Level Not A Bear Market Yet, But It's Already A Stock Picker'...

Tech Contrarians  take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30) Show Notes: AI Spending Surge, Contrarian Take On Tech Stocks Nvidia And The H200 Landscape; Broadcom's Strategic Positioning Read ou...

David Alton Clark, Retirement Income Warrior, discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stocks = risk for capital loss (7:25) Taking profits in growth (9:00) Fed's hawkish statement, unemployment data critical (12:45) Making a mistake on Freeport-McMoRan (19:50) Tax loss harvesting (23:00) Show Notes: Dividend And Growt...

Head of Quantitative Strategy at Seeking Alpha, Steven Cress, shares why the AI sector still looks good and which stocks look best for this year. Watch the video presentation  here. Show Notes: Alpha Picks Steven Cress' Top 10 Stocks For 2026 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at  seekingalpha...

Beth Kindig from  Tech Insider Network  and Andres Cardenal from The Data Driven Investor discuss their top growth picks for 2026: Bloom Energy and MercadoLibre.  This is an excerpt from our live event: Growth & Tech Investing Strategy For 2026. Show Notes: Bloom Energy Powering the AI Revolution MercadoLibre: Top Quality Stock Deeply Undervalued Bloom Energy: Solving the AI Data Center Power...

Two of Seeking Alpha's top analysts, Steven Bavaria  and  Samuel Smith,  share their top income picks for the year: ( FOF ) and ( OWL ), respectively.  This is an excerpt from our live event, Income Investing Strategy For 2026. Show Notes: 'Stayin' Alive' In 2026 With The Cohen & Steers Closed-End Opportunity Fund My Ultimate Contrarian Bet For 2026: Blue Owl Capital Investing Experts' transcr...

Cullen Roche has written a book called  Your Perfect Portfolio (0:15). Navigating this current environment (4:20). Investing timelines for different ages (9:50). Factor investing styles (40:30). Concerns and questions for 2026 - risk is what we don't know (44:00). Show Notes: The Good Enough Portfolio Discipline Funds Read our transcripts For full access to analyst ratings, stock and ETF quant sco...

Seeking Alpha's Head of Quantitative Strategy,  Steven Cress, reviews the year that was and lays out his top 10 picks for 2026.  This is an excerpt from our live event,  Top 10 Stocks For 2026! Show Notes: Alpha Picks Steven Cress' Top 2025 Stocks Steven Cress Reviews His Top 10 Stocks For 2025 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades...

Chris DeMuth Jr. discusses value investing and his top thoughts for the new year (0:25). 2 picks: Willis Lease and FTAI Aviation (3:00). Relevant risks and metrics (6:50). California First Leasing possibly misunderstood (9:15). Gambling and activist investing (12:20). Healthcare and AI (35:50). Show Notes: Sifting the World California First Leasing Year-End Review CoreWeave: Core Needs A Collar Re...

Julian Lin runs  Best of Breed Growth Stocks and discusses his high conviction pick: IIPR (0:35). Reasons to be bullish (3:00). IIPR's dividend safety (7:20) 280E taxes and cannabis rescheduling (12:15). Is legalization good for multi-state cannabis operators? (16:30) Risks to REITs (21:00). Red and green flags for management (29:00). How investors should think about valuation (37:05). Show Notes:...

Seeking Alpha's Head of Quant, Steven Cress , answers your questions! Credo Technology - why the high momentum rating? (0:45) Explaining the Z score (2:30). Merck's momentum better than Pfizer's (3:55). Navigating energy stocks and market sensitivity (6:15). High growth stocks may be held back by valuation concerns (8:40). Why is Comfort Systems a hold? (9:25) Diversification key to minimizing ris...

J Mintzmyer of Value Investor's Edge discusses shipping performance in 2025, strategies for navigating market downturns, and the importance of focusing on quality investments (0:45). Dry bulk potential, Cmb. Tech a top pick for 2026, impact of geopolitical factors on shipping (4:30). Stock selection metrics (12:20). The role of dividends in shipping (15:10). Broad macro risks (16:45). Learning les...

Streaming and media expert  Dan Rayburn  shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL and NFLX; streaming and sports (11:00). Appropriate metrics to use in this space (18:40). Brand and revenue: Apple, Google, Amazon, Disney, Netflix (27:40). What is TV? (45:00) Show Notes: Netflix Is Still King Streaming Media Blog Read our transcrip...

Scott Kaufman discusses leading The Dividend Kings , and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend stocks (5:00). Digging deeper into LyondellBasell, Dow, and Eastman Chemical Company (8:50). Dividend cut implications (11:40). Baby bonds and preferred securities (15:00). Market sentiment and interest rates (19:20). Show Notes: Realty Income: Underv...

Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing his top 10 stocks for 2025, which returned 45.6% vs S&P 500's 17.6% (14:50).  This is an excerpt from a recent webinar,  Top 10 Stocks For 2025 -- Recap & Results. Show Notes: Steven Cress' Top 2025 Stocks Register for Top Stocks 2026 Episode Transcrip...

Rob Isbitts from  Sungarden Investors Club  on the S&P 500 sucking up all the air in the room and the top things he's thinking about (0:50). Building a bond ladder (3:10). Playing ETFs on offense and defense (9:00). The last few weeks have seen typical market behavior (26:45). Show Notes: Contrarian Plays And Real Asset Opportunities From Next Gen Investors How To Build A Bond Ladder That Beat...

How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians  (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00). Show Notes: Nvidia, AMD, Intel rise as Trump approves sale of H200 chips to China, asks for 25% cut Don't Fear AI Bubble, There Will Be Winners AI Spending...

Michael Kramer from Reading The Markets  calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest (7:40). Robotics and AI (12:00). Life after government data (14:10). Startling bond environment (16:45). Show Notes: Inflation Expectations, Tech Valuations, Healthcare Opportunities White House makes a robotics push Private firms unexpectedly shed...

Seeking Alpha's Head of Quant, Steve Cress on how crazy November was and why quant works (0:45). Micron and CommScope, 2 quant strong buys in AI sector (12:00). Worth buying near 52 week highs? (17:00). Seagate Technology, pick #3 (19:30). Benefits of employing this strategy (22:00). Quant performance during GFC (29:00). Show Notes: 3 Best AI Stocks For The 2025 Santa Rally Alpha Picks 3 Stocks To...

Rob Isbitts checks in with analysts Julia Ostian , Jack Bowman , and Kenio Fontes to see how they're thinking about the current market (0:40). How interest rates may affect investor behavior (14:20). Stocks that are moving in the right direction (18:45). Show Notes: How To Build A Bond Ladder That Beats The S&P 500 The Rest Of This Decade Walmart Q3 FY26: Solid Momentum, And A Holiday Season T...