Investing With IBD

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Kenny Polcari, managing partner at Kace Capital Advisors, brings his four decades of experience on the floor of the NYSE to today's market. He gives his current outlook and why he's interested in "fear index" (VIXY) as a hedge and dividend plays like IBM (IBM) and the SPDR Utility ETF (XLU). Finally, Kenny shares his memories of 9/11. From his offices at the World Trade Center to the NYSE floor, h...

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Pedro Palandrani, Research Analyst at Global X ETFs talks about thematic investing and specifically how stocks in the Global X Lithium Battery Tech (LIT) and U.S. Infrastructure (PAVE) could benefit from infrastructure and clean energy legislation. He covers stocks like Livent (LTHM), Lithium Americas (LAC) as well as China-based players like BYD (BYDDF) in the battery space and Jacobs Engineering...

Chris Gessel, Chief Content Officer at Investor's Business Daily, talks about early entries. He looks at upside reversals, breaks above downtrends and early resistance to get a cushion ahead of a breakout. He shares numerous trading examples including: Shopify (SHOP), DocuSign (DOCU), Nvidia (NVDA), CloudFlare (NET), MSCI (MSCI) and BioNTech (BNTX). He also checks on setups in Academy Sports & Out...

George Young, partner and portfolio manager at Villere & Co, talks about his approach for finding winning stocks. He focuses on strong companies with a competitive advantage rather than the chart. Paya (PAYA) and Ehealth (EHTH) may be down now, but he sees an overall trend in their industries that makes their future look bright. Meanwhile, T Tec (TTEC) has already seen a strong move but Young does...

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Irusha Peiris is back! Irusha is a portfolio manager at O'Neil Global Advisors and rejoins the podcast this week to share the lessons he's learned to get superior stock market results. He talks about persistence, planning and consistency as a winning combination for success. Irusha also provides analysis on the current market as well as stocks on his radar like Unity Software (U), Clear Secure (YO...

Rayna Lesser Hannaway, portfolio manager and analyst at Polen Capital, joined the podcast this week to share her "flywheel" framework of analysis. Her team studies what factors help build upon each other to find small and midcap stocks that are on the right side of change. Lesser Hannaway provides a deep analysis on Globant (GLOB), Etsy (ETSY) and Trupanion (TRUP) as examples of companies that fit...

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Jason Thomson, portfolio manager at O'Neil Global Advisors, joined the podcast this week to discuss how he uses a deep dive on the fundamental analysis on his core stocks to guide his investing decisions. Thomson shares how he's moved from stock picking to business analysis to capture the true market leaders of a cycle. He shares insights on Shopify (SHOP) and DocuSign (DOCU) as examples of big mo...

Jim Golan, co-portfolio manager of the William Blair Investing Management Large-Cap Growth Fund, joined the podcast this week to discuss how he builds a high-conviction portfolio with a long-term view for holdings. With a low turnover in the fund, Golan discusses his stringent criteria for adds. Plus, we take a look at some companies that reinvented themselves and could still be in the early innin...

Matt Caruso, President of Caruso Investments, joined the podcast this week to discuss how the last year or so has put so many investing lessons into such a short period of time. He discussed how his post-analysis led him to focus on relative strength in a variety of ways and how he approaches certain criteria as non-negotiables. Plus, we take a look at several trade ideas worth considering: Roku (...

Larry Cordisco, co-CIO of Core Equity at Osterweis Capital Management, joins the podcast this week to provide analysis of past periods of divergence in market history to put the trading action of 2021 into perspective. We also discuss a key macroeconomic factor that could lead to growth stocks getting their time in the sun once again. Plus, Cordisco analyzes the long-term fundamental stories for A...

Zor Capital managing director Joe Fahmy joined the podcast this week to discuss historical market precedents that could signal where we might be headed next. Plus, Fahmy details five top tools in his toolbox to increase his probabilities of successful investing. We also analyze the action in the semiconductor sector with trades like Applied Materials (AMAT), ASML (ASML) and Nvidia (NVDA). Fahmy th...

On this week’s podcast episode, MarketSmith product coach Scott St. Clair provides his take on the market’s current action and how he uses a “jealousy factor” to help determine his trading outlook. Plus, he details why position sizing is the key to unlocking significant outperformance. We also discuss three trade ideas to watch: Ovintiv (OVV), North Shore Global Uranium ETF (URNM) and Sea Limited...

IBD Senior Markets Writer Ken Shreve discusses the technical action needed to warrant putting the market back in a confirmed uptrend. Plus, he explains what investors should look for when a stock pulls back to its 10-week line so they can decipher charts like a pro. We wrap up by analyzing three stocks with solid action: InMode (INMD), Applied Materials (AMAT) and Upstart (UPST). For the video ver...

Causeway Capital Management CEO Sarah Ketterer joins the podcast this week to discuss macroeconomic factors impacting 2021 market conditions and why she thinks cyclical stocks still have a lot of room to run. Plus, she debunks a few value investing myths. We also look at three stocks on Ketterer’s radar: Sabre (SABR), Fiserv (FISV) and Airbus (EADSY). For the video version, show notes and charts,...

Irusha Peiris, portfolio manager at O’Neil Global Advisors, joined the podcast this week to discuss the turbulent stock action and the dangers of a trendless market. He also reviewed how looking at industry groups and relative strength trends can help investors uncover stocks that are working. Plus, we take a look at a few stocks applying this lesson: Valero Energy (VLO), Sherwin-Williams (SHW) an...

Chris Retzler of Needham Asset Management joined the podcast this week to discuss action in small caps and how the chip shortage is affecting many areas of the market. Plus, we take a look at a few trade ideas of companies in various phases of development in the small cap to mid cap pipeline: Photronics (PLAB), Aspen Aerogels (ASPN) and II-VI (IIVI). For the video version, show notes and charts, v...

Kathy Donnelly, co-author of The Lifecycle Trade, joined the podcast this week to discuss her buy and hold rules for IPO stocks. She also explained how Bill O’Neil’s rules for stock selection helped her uncover life changing trades. Plus, we take a look at several stocks as they advance through different IPO phases:  Snowflake (SNOW), Lyft  (LYFT) and Roblox (RBLX). For the video version, show not...

Bill Studebaker, President and CIO of ROBO Global, joined the podcast this week to discuss how investors can get exposure to emerging trends in the artificial intelligence and robotics space. He also talked about how the robotics race has led to increased acquisition activity by big tech names like Microsoft (MSFT) and Amazon (AMZN). Plus, we take a look at a few trade ideas in this theme: Ambarel...

John Kosar, Chief Market Strategist at Asbury Research, joined the podcast this week to discuss different tactical models that can help investors spot and prepare for changes in market behavior. Plus, we take a look at several trade ideas that recently popped up on Asbury’s radar: Loews (L), VanEck Vectors Steel ETF (SLX), Nasdaq Inc (NDAQ) and Cardlytics (CDLX). For the video version, show notes...

Jordan Kahn, President and CIO of ACM Funds, joined the podcast this week to discuss strategies for managing risk in the current market. He also talked about how he uses CAN SLIM principles to uncover leading stocks. Plus, we take a look at a few examples of stocks that had high-volume breakouts: Canopy Growth (CGC), Mosaic (MOS) and Trade Desk (TTD). For show notes and charts, go to investors.com...

MarketSmith’s Scott St. Clair joined the podcast this week to discuss the art of when to take profits or hold for a bigger gain. We also got an update from our hosts on the latest news on the IBD / News Corp deal. Plus, we look at several compelling trade setups as the Nasdaq looks to make a bullish move: Shockwave Medical (SWAV), Global X Uranium ETF (URA) and ASML Holdings (ASML). For show notes...