The MarketBeat Podcast

Today, Kate's guest is Randy Baron, portfolio manager at Pinnacle Associates. The three stocks Randy discusses today have small market capitalizations. In a market pullback, small stocks get hit first but are also the ones that do best in a new rally. -Amyris is in the synthetic biology space. -How Amyris is leveraging the consumer business to attract enterprise customers to license the technologies -Its consumer products are based upon a molecule called hemisqualene -Why Randy believes Amyris could double revenue beyond what analysts are expecting and why he sees the stock price rising in the next 18 months to two years -What value Randy sees in a small U.K.-based healthcare stock called Renalytix that addresses the issue of chronic disease -The biggest companies in the dialysis space are DaVita (DVA) and Fresenius (FMS), but Renalytix offers another approach to treating kidney disease before the late stages -Why Randy sees potential in another small British company, WANdisco, which is available over the counter to U.S. investors -WANdisco owns the algorithm that allows live data migration to the cloud -This algorithm can be used by big end users globally, including Microsoft, Google or Alibaba. -In May, WANdisco announced the largest contract in the history of the company. The stock began a big move. -Why Randy says consensus estimates for WANdisco revenue is too low -Why Randy believes being listed in the U.K. has impeded WANdisco's ability to grow Stocks mentioned in this episode: Amyris (NASDAQ: AMRS) Renalytix (NASDAQ: RNLX) WANdisco (OTCMKTS:WANSF) The video Randy refers to, to learn more about Amyris' plant in Brazil: https://www.youtube.com/watch?v=6PwR8hxR3QA How to learn more about Randy and Pinnacle: https://www.pinnacle-associates.com/media-center Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Today, as the MarketBeat podcast celebrates the milestone of Episode 50, Kate welcomes back a popular guest, Jason Brown of the Brown Report. Today, he discusses three widely held large caps. If you don't own these as individual stocks, you may own them inside index funds. Their sheer size means they have influence over index direction. Jason presents a strong bull case for the future of each stock, regardless of the current market downturn. And he shares why he believes they are likely to hold near recent support levels, rather than continue falling. In today's episode, Kate and Jason discuss: -Why Amazon could be considered a “good company” because it has carved out a secure role as a company consumers trust to buy the goods they need and want. It's hard for other companies to compete with that. -Jason believes the downside potential for Amazon is limited, but based on the chart, he sees more room to grow to the upside. He walks listeners through some of the price points he's seeing. -What is the significance of the “unknown” business (at least to consumers) Amazon Web Servers, which has huge corporations as customers? -Jason's next stock is Google/Alphabet, which he believes is one of the best positioned to emerge from the post-pandemic, interest-rate driven selloff -Why Google's ad-based business model is likely to hold up even in a recession, or gas price increases or interest-rate hikes, even if some advertisers slash spending -Jason's third stock is Tesla, where he sees ongoing potential due to the business itself, and the stock's chart -Why Jason says it's more important to look at Tesla's future, not the news today, such as disappointing Q3 deliveries -Is there upside in not-yet-available products such as electric boats and motorcycles? -Why Tesla's focus on EVs means it can continue growing without distractions, as the legacy automakers have How to find Jason, and download the Stock Market Starter Pack and Stock Options Starter Pack: https://thebrownreport.com/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Kate's guest this week is Brian Mulberry, client portfolio manager at Zacks Investment Management. Brian brings three large-cap ideas today and discusses why one utility may have potential beyond the traditional role of a dividend payer. Stick around until the end, because Brian shares how to access Zacks research to get more ideas. -Why Brian's utility pick, Southern Company, has earnings durability that causes him to think it can withstand the higher cost of capital as interest rates rise -The company has strong earnings growth, relative to the S&P 500 and may be able to pass along higher costs to its customers -Brian attributes the company's recent blowout quarterly report to investments that the company has made over the years -Should investors be looking to utilities for a return beyond dividend yield? -Brian's second stock, PepsiCo, also has earnings durability -How the company's growth through acquisition has allowed it to have pricing power, by focusing on strong brand names -How Pepsi's focus on Gatorade and its distribution deal with Celsius is helping the company expand its presence and loyalty in the youth market -Why Brian sees Pepsi's distribution strategy as an edge in the supply chain where other manufacturers have fallen short -Brian's third stock is an old-school industrial, Caterpillar, which has also navigated supply chains well -Why Brian sees Caterpillar as large earnings per share grower, based on increased infrastructure spending and the Inflation Reduction Act. -Why he sees this stock as attractive, although it's not one he expects to behave like a red-hot growth stock Stocks mentioned in this episode Southern Company (SO) PepsiCo (PEP) Caterpillar (CAT) How to learn more about Zacks Investment Management www.zacksim.com Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Kate's guest today is Kirk McDonald, portfolio manager at Argent Capital Management. Today, Kirk has three stocks to discuss, and all from different industries and with different market caps. He explains why each is a holding in his portfolio, and how investors should evaluate the business case. -Kirk's first stock is Cheniere energy (LNG ): With Russia cutting off natural gas supplies for Europe, Cheniere is well situated to be a supplier -The company has the ability to grow its production significantly in the next few years -Why revenue growth has been increasing since March of 2021, and will continue -For the last decade, Cheniere has been investing in liquefaction facilities, meaning export capacity is increasing, while also increasing cash flow and profit -The company has been paying down debt rapidly -Why the explosive growth phase is just hitting this established company -The second stock Kirk discusses is Fair Isaac (FICO): The company is expanding rapidly from its existing line of business, the well known FICO score -How lower mortgage applications are affecting earnings estimates, but mortgages are not the bulk of the company's business -Kirk's last stock is government contractor ICF International (ICFI), a small cap that is involved in four growing areas in government spending -Why Kirk expects this company to benefit from the Inflation Reduction Act -How should investors allocate to smaller companies like ICF? Kirk looks at ways to balance market caps within his portfolio -How barriers to entry give a company like ICF an edge How to sign up for the Argent newsletter and learn more about the investment strategies -www.ArgentCapital.com To see the portfolio holdings and get more stock pick ideas: -www.ArgentETFs.com Stocks mentioned Cheniere Energy (LNG) Fair Isaac (FICO) ICF International (ICIF) Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Today, Kate's guest is Axel Merk, President and Chief Investment Officer of Merk Investments. Axel has three very different stocks he discusses today, and frames those within the current market and economic conditions. This episode includes: -Newmont, the world's largest gold miner, tends to be one of the first stock on the way up on optimism about gold, but also one of the first on the way down, as pessimism grows -Why Newmont and mining stocks are like “gold with a kicker” for investors who believe gold is boring -Why miners can give you leverage over owning just the hard asset of gold -Why the gold miners have to grow through acquisition, as resources get depleted, but investors wanted to see the big miners spend less money -How late-stage economic growth is generally good for gold and gold miners -Axel also discusses Walmart, which as a defensive stock, is a proxy for the current macro environment -As the economy is slowing, Walmart typically does better, as middle-tier consumers gravitate toward lower-cost stores -With a stagflationary environment, which can last a long time, investing in proxies for the consumer price index, like Walmart, can work as a defensive play -Why Walmart's lackluster performance since late 2020 is a feature of a defensive stock, rather than a bug -Why Axel considers AMC the speculative stock to contrast with a defensive like Walmart -Why he believes the Fed needs to see a contagion risk before they will stop tightening. -What factors to watch to determine when the Fed will stop tightening -Why the meme stock of tomorrow won't be the meme stock of today, like AMC -What makes Axel believe the market has not bottomed yet Stocks mentioned in this episode: Main discussion: Newmont (NYSE: NEM) Walmart (NYSE: WMT) AMC (NYSE: AMC) Twitter: @AxelMerk Merk Investments: https://www.merkinvestments.com/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This week, Kate sits down with ETF portfolio manager Dave Gilreath, who offers a perspective on “dividend achievers” and why these deserve a role in your portfolio. Dave gives us ideas for some mid-caps that may not be familiar names, but are showing potential, and paying dividends, which offset price declines, even in a market downturn. -How do midterm election years in the US tend to affect the market? Why is it common to see a larger downdraft in midterm years? -Based on market history, what can we expect in the fourth quarter? -How is the strong dollar affecting markets at the moment? -What is the Nasdaq's Dividend Achievers Index, and how does Dave use this in his investment strategy? -How do dividends offset the downside in a bear market? -Which of the Dividend Achievers has the least downside risk? -Why is a high P/E ratio not necessarily a concern when evaluating a stock with strong growth? -How companies outside manufacturing industries can flourish in a time of high inflation? -Why is a uniform rental and cleaning-supply company among the stocks Dave likes now? -How to evaluate whether a company is likely to contract or expand in a recession -Why does Dave like a mid-cap industrial distribution company that is a new Dividend Achiever? -Why buying during a time of market volatility can be advantageous to investors? -Why an old-school tech name has resurfaced as a top pick, despite trading at 1999 levels -What is driving the business rebound of this U.S.-based broadband networking leader? -How has the business model for networking companies changed over the years? -Why a beleaguered big industrial is on Dave's list, despite being mired in litigation How to find Dave and Innovative Portfolios www.InnovativePortfolios.com Dividend Performers ETF (IPDP) Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

This week on The MarketBeat Podcast Kate's guest is Michael Wang, founder of Prometheus Alternative Investments. Michael has done stints at Citigroup as well as hedge funds and understands the market from various perspectives. In this interview, he discusses why he believes institutional investors are positioned bearishly at this time, and how individuals should approach their portfolios as the summer rally seems to have fizzled. Topics in today's interview include: -Why Michael says “Do not conflate the market today with the economy today” -Why the summer rally was due to better-than-expected Q2 earnings, as well as lower commodity prices, despite high inflation numbers -Why tech stocks, along with other growth names, are sensitive to interest rates, affecting their share prices today -Was the summer uptrend just a bear market rally? It looks that way. -Will the market continue to hold above its mid-June lows? -In which sectors does Michael see potential right now? Does he see continued interest in so-called FANG names? -Why does Michael see strength in the semiconductor space, despite poor earnings or guidance? -How retailers like Target are pulling forward bad news, whereas pandemic darlings like Peloton pulled forward good news. -Investors know the economy is challenging, but they are managing their expectations about earnings reports for that reason -How 2009 and 2020 were good examples of why you shouldn't conflate the market with the economy. Markets price in economic recoveries before they happen. -Easy tips for holding stocks and avoid buying at the top and selling at the bottom Find Michael at www.prometheusalts.com Michael's special offer for MarketBeat listeners to access the Prometheus platform: https://app.prometheusalts.com/invite-code  Enter code: BIRD for access Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today, Kate's guest is Tom Samuelson, chief investment officer at Vineyard Global Advisors. Tom remains optimistic about investors' prospects going forward, even as the market reacts to the words of Fed Chair Jerome Powell about “pain ahead.” In this interview, you'll hear Tom's accurate forecast about the market's response to Powell's comments at the Jackson Hole summit. But Tom also offers several specific ideas regarding stocks he's watching, and why. -How does Tom frame the current market conditions, with the worst first half of the year in decades for both stocks and bonds? -How government spending supercharged the stock market in 2020 and 2021, but valuations eventually corrected as the speculative bubble burst -How did the Fed's increasing rates affect the market, particularly many techs, such as cloud companies? -Why Tom believes much of the bad news has already been discounted at this point, but he also believes the market is currently overbought and expects a pullback -“Don't fight the Fed” is an old adage, and after Jackson Hole, it's clear the Fed is not yet done raising rates- as Tom predicted in this interview -Inflation will eventually come down, but investors will have to wait it out -How the Ukraine war created supply disruptions and affected food commodities -What Tom means by “revaluing” stocks -Why you can look around and spot growing industries, like 5G -How Tom evaluates growth for his portfolio, using fundamental metrics -In this kind of an interest rate environment, why we're seeing stocks at reasonable levels P/E levels -Why Tom sees secular growth in the cyber security industry, despite stocks still looking expensive, in terms of valuation -What is the “pick and shovel” analogy and why does it apply to stocks today? In which industries does Tom see this happening? -How should investors be approaching the markets at this juncture? Tom sees a battle between the macro environment and what the technicals are showing us -Why Tom thinks the market got ahead of itself, and what investors should look for -Listen to Tom's prediction about Fed rate hikes- which was absolutely correct! Stocks mentioned in this episode: Twilio (TWLO) American Tower (AMT) ServiceNow (NOW) CrowdStrike (CRWD) Palo Alto Networks (PANW) Freeport McMoRan (FCX) Aptiv (APTV) How to learn more about Vineyard Global: https://www.vineyardglobaladvisors.com/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today Kate welcomes back repeat guest Rob Isbitts, who offers a somewhat contrarian take on the market, but always with an eye on making money in any market condition. Today, Rob discusses his strategy for making portfolio withdrawals while still maintaining account value, and explains why his investing methodology is like fantasy football! -What story does Rob think the market is telling us now? -What is Rob's proprietary Investment Climate Indicator showing in terms of risk over the next 12 months? -Rob uses a number of indicators as part of his ICI: What dangers are they flashing? -Which indicator is at its same level as in 1929, at the start of the Great Depression? -What is the bond yield curve showing, when it comes to predicting a recession? -How should investors approach the portion of their portfolio traditionally allocated to fixed income? -Why Rob says reaching for yield is not the way to navigate this period of time in the market -How does Rob suggest replacing the role bonds used to play in a portfolio? -Why Rob suggests you watch or rewatch the movie “The Big Short” -What is Rob's proven strategy for “spinning out” income from an investment account while maintaining your original account value? -Why Rob uses ETFs to avoid the problems associated with individual stocks? -How to incorporate the “Avoid Big Loss” strategy -How Rob uses slots in a “fantasy sports” manner to allocate ETFs in a portfolio -Why aren't investment advisors using Rob's “spin” methodology? -What the biggest investment issue is for people who are 75% of the way toward retirement, given the current mess of a bond market, and without Wall Street's help How to find Rob: https://modernincomeinvestor.com/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

In today's episode, Kate chats with guest David McNatt, executive vice president of Investment Solutions at AssetMark, an asset management platform. David is a specialist in ESG investing - which stands for investing with a focus on Environmental, Social and Corporate Governance concerns. David not only shares specifics about exactly what ESG investing is, but offers ways to avoid pitfalls and to understand exactly what kinds of companies you are buying, if you want to express your values or social concerns through your investments. In this conversation, you will learn: -Why it's important to understand the distinctions between terms also used to describe ESG investing -Ultimately, investors want to drive a positive impact relative to a specific objective -How some investors can improve their financial outcome by incorporating ESG into their investing process -How investors who want to express a specific mission-driven objective can incorporate ESG -What ESG stands for: Environmental, Social and Corporate Governance, and how each of those areas of investment have different criteria -Why some of the ESG metrics can be predictors of how a company may perform in the future -Is an “exclusionary” approach to ESG investing the best way to allocate your portfolio? -Why it's important for investors to understand that ESG investing is still evolving, and there's no single uniform definition -What is “greenwashing” and why do investors need to be aware of this? -What should investors look for, when trying to determine whether a stock's actions and business is aligned with its stated ESG objectives? What are some signs to look for? -How do you monitor ESG metrics among companies with operations or large parts of their revenue generated in emerging markets, where regulation and oversight may be less stringent -Why it's important not to make assumptions about ESG-rated companies, when even Tesla lost its ESG rating with Standard & Poor's due to safety and working conditions in factories outside the U.S. -Do you need to sacrifice return if you want to be an ESG investor? -You don't have to guess about performance: Over a 22-year period, ESG has provided a comparable or even slightly enhanced return -Why institutional investors often have different objectives than an individual investor who is saving for retirement. -If you have a very specific investment objective, that impact orientation narrows the list of companies you can invest in -How does David suggest that you begin learning about ESG if you want to invest for a specific objective or to align your portfolio with your values How to learn more about AssetMark: https://www.assetmark.com/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today, host Kate Stalter chats with Mike Davis, founding partner of Olive Tree Ridge, a multi-strategy asset management firm. Prior to that, Mike was a successful technology serial entrepreneur, having started more than 13 startups. He brings that varied perspective to our market discussion today, sharing what investors can learn from studying the past, as well as offering some ideas about asset classes with future potential. -Why Mike believes investors would benefit from “reviewing the tape” and learning from market and economic history -How did various economies in the past weather periods of high inflation? -Why conditions in even smaller economies like Ukraine affect the global marketplace -How Mike's experience as an immigrant influences his view of getting through periods of high inflation -How to view asset classes in terms of your time horizon, risk appetite and your own understanding of various instruments -Why Mike recommends dollar-cost-averaging names that you know -Why Mike's version of “buy what you know” may be different from the traditional way you've heard that advice -Why Mike owned three stocks for years, and continued investing because he understood the businesses and had conviction in their potential -How to understand how to navigate the complexities of any given trade, based on your view of markets -Why commodities, such as energy and grains, will continue to be in demand, regardless of technological developments -Why does Mike see potential in the housing sector, given the challenges right now? How to contact Mike: mike@olivetreeridge.com LinkedIn: https://www.linkedin.com/in/davismichaelp/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today, Kate's guest is Rhys Williams, chief investment officer for the Opportunistic All Cap Equity, a long-short strategy at Spouting Rock Asset Management. Amidst all the understandable (and very real) doom-and-gloom in today's market, Rhys has identified some bright spots, and some areas where investors may see potential in the coming months. Kate and Rhys discuss: -Why Rhys believes the worst of the market downturn may be behind us -Does Rhys think bonds are about to reverse the string of poor performance and should be “your friend” again -Why Rhys believes earnings estimates will decrease in the coming quarters -Will the 60/40 portfolio work for the latter part of the year, and why? -What are commodity prices saying about the future of the market? -How should investors be looking at their allocations, while considering investments such as MLPs or REITs? -Why dividend yields should be a part of your investment strategy? -How does Rhys view the future of the energy industry, and what that means for investors? -What is the future of REITs, given that they track different types of properties? -Why Rhys sees the snack, soft drink and alcohol industries as potential defensive plays. -Why Rhys sees a role for both funds and individual stocks in investors' accounts How to learn more about Rhys' investment strategies: https://spoutingrock.us/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today Kate chats with Clark Kendall, CEO of Kendall Capital. Clark offers his views on portfolio management during the downturn, with some very practical steps to allocate your money, as well as invest for tax advantages. Investors and traders sometimes overlook the tax consequences of their decisions, but tax strategies - or lack thereof - can mean a significant difference when it comes to your bottom line. A bear market is a great time to review your holdings and optimize your account to preserve capital and take advantage of tax strategies. -Why Clark says investors should remain calm through the bear market -How investors can manage their holdings right now to realize losses for tax purposes -How to do a Roth IRA conversion, paying taxes in a year when the market is down, and have a tax advantage going forward -Why Clark advises using dollar-cost average to get a discount on funding your retirement account -Why it's unlikely you can call the bottom of the market -The two biggest mistakes individual investors make -How Clark views fixed-income investing in this market -Why Clark likes dividend-paying stocks -An alternative way to invest in crypto -Pros and cons about using mutual funds -How to handle individual stocks for appreciation as well as tax management -How does Clark approach portfolio diversification? What types of vehicles does he suggest using within a portfolio? -How to plan for a retirement that may last 20 or 30 years- so you can maintain purchasing power and avoid running out of money in your golden years -What inflation rate and real rate of return should retirement investors be using right now? How can you do that calculation? kendallcapital.com Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

In this episode, Kate chats with Dan Raju, CEO of trading platform Tradier. Dan has a unique perspective on how traders and investors are behaving in these market conditions, as well as who's trading what. You may be surprised at what he's identified. Kate and Dan discuss: -What dichotomies is Dan seeing, in terms of how traders with different styles are responding to the current market? -Dan's view of increased options trading in recent years -Who are the most active options traders right now? -Are traders basing their strategies on fundamentals or technicals? -Which stocks and sectors are seeing heavy trading as interest rates increase? -After steep declines in some tech stocks, are investors going back to fundamentals, as they evaluate future potential? -Does Dan see continued trading in the meme stocks? How do interest rate hikes affect meme-stock trading? -Are most investors looking for income or price appreciation? -How does the retail investor's sentiment differ from that of professional investors? -How do international investors view U.S. stocks, and how are they affecting trading volumes? -Does having a negative sentiment actually help advisors gather assets? -Why Dan believes his firm's recent trading volume has been its highest ever -What does Dan see at the macro level, when it comes to market changes since 2016? -Are newer traders behaving differently today, than in the past? -How did trading apps, fintech and lower trading commissions affect market growth? Stocks mentioned in this episode: NFLX META How to learn more about Dan and Tradier: https://tradier.com/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

In this episode, Kate chats with regular guest Rob Isbitts, who, as always, debunks some traditional investing ideas, such as “buy the dip” and only going long while the market is in rally mode. -Why Rob says it's doesn't matter whether we are in a bull or bear, and why he says it's possible to make money now -How to avoid panicking in a bear market -Why it's important to invest in the market we are given, not the market we wish we had -Should investors shift their focus from individual stocks and toward ETFs? -How can you play defense, while also knowing that your defensive investing is an offensive weapon? -How should you use inverse ETFs? -Which ETFs allow you to mix offense and defense? -Do factors such as inflation, recession or the Fed matter to your investment strategy? -What is the problem with so many investors now using charts? Using charts is critical, but what is the big mistake they are making? -Why does Rob use multiple time frames in his chart analysis? -How are the traditional indicators functioning today, in a fast-moving, algorithm-driven market? -Why your stock is likely to follow the direction of its broad sector or industry, given all the ownership in index funds -Is the traditional advice to “buy the dip” still a good idea? How to find Rob: https://www.sungardeninvestment.com/ Twitter: @robisbitts LinkedIn: https://www.linkedin.com/in/rob-isbitts-73b0751/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today Kate chats with Peter Tanous, investment advisor and author of “The Pure Equity Plus Plan: Your Path To A Multi-Million Dollar Retirement.” In this episode, Kate and Peter discuss: -Why Peter believes individuals should own stocks inside index funds, but should not be picking single stocks -What Peter believes is the No. 1 cause of the current market decline -Is the market responding to the current decline in gas prices and commodity prices? -What action could the Fed take that may cause another market bull run? -What specifically should older investors do to preserve capital, once they have amassed wealth? -Should investors follow the traditional financial planning advice to diversify internationally? -What is the mistake investors make when using Modern Portfolio Theory? -Which asset classes could offer investors income in this environment? Peter's Amazon author page: https://www.amazon.com/Peter-J.-Tanous/e/B001H6SRVU%3Fref=dbs_a_mng_rwt_scns_share https://www.lynxinvestment.com/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today's interview is a little different, in that you get a LOT of market perspective from someone who's been analyzing stocks from the ground up, for more than three decades. In this conversation, Kate chats with Nancy Zambell, the chief analyst for the Cabot Money Club Letter - and Nancy has a really deep and varied background in the financial industry - as she mentions in this interview, she's been a banker, real estate professional, and a stock market analyst. Nancy tells us about her process, back in the day, of driving around the country, visiting small companies to get a first hand view of their operations - and she has some pretty funny stories about several of these experiences - and in addition to being a fun discussion, Nancy does offer some warning signs about what might give you pause, when evaluating a possible stock purchase She also gives a detailed rundown of what SHE is looking for in a stock, using the time-tested value analysis pioneered by Benjamin Graham - who was Warren Buffett's mentor. Finally - Nancy also shares two stocks and one ETF that she recently featured in her advisory - and tells us why she believes these are worth watching - even as they are - like almost everything else - currently off their highs Lots of gems here, and some fun, as well today - give a listen to Kate's interview with Nancy Zambell, of the Cabot Money Club Letter Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today Kate sits down with repeat guest Andrew Chanin, Co-Founder and CEO of ETF manager ProcureAM. Andrew shares the story behind the launch of the Procure Disaster Recovery Strategy ETF (FEMA). In this episode, Kate and Andrew discuss: -The Procure Disaster Recovery Strategy ETF (FEMA), which seeks opportunities among companies engaged in recovering from natural disasters, such as hurricanes, fires, floods or earthquakes -Why Andrew believes it's important for investors to have exposure to this potentially growing category -How the VettaFi Natural Disaster Response and Mitigation Index was developed -Which diverse group of industries constitutes the index components -How Andrew is bringing overseas companies, that may be difficult to access, to investors as part of the basket of stocks -What little-known domestic stocks are tracked in the portfolio? -Why the ETF is equal-weighted, rather than being market-cap weighted, like the S&P 500 Home Depot (HD) Lowes (LOW) Maxar Technologies (MAXR) Generac (GNRC) Great Lakes Dredge & Dock (GLDD) Clean Harbors (CLH) Gorman-Rupp (GRC) Learn more about the Procure Disaster Recovery Strategy ETF ProcureETFS.com FEMA ETF: https://procureetfs.com/fema/ UFO ETF: https://procureetfs.com/ufo/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today, on The MarkeBeat Podcast Kate is joined by a repeat guest, Rob Isbitts of Sungarden Investment Publishing. Rob specializes in ETF portfolios designed to deliver returns in any kind of market condition, including the current bear. In this conversation, Rob gives specific ideas for handling various allocations in your portfolio, and discusses how to approach inverse ETFs. Rob's take on current market conditions, using the S&P and the Nasdaq as a prism for the broader market What does Rob see in the current “risk on/risk off”or “nickel and dime” market How should you handle this market where equities will rise quickly, but fall again just as fast? How can you combine your offensive investment strategy with a defensive component, without trying to time the market? Are investors in a complacency phase or a despondency phase? Is “buy the dip” outdated? How should you handle the bonds in your portfolio? How bond ETFs have come to dominate the fixed-income market, and why that's a problem for investors Why you should view bonds as another form of equity How should you incorporate inverse ETFs, rather than cash, into your strategy? If the market can't hold a rally, but hasn't yet bottomed, can the bear market end? What investments can help you make more money, the more the market declines? How to short the S&P 500 without using a margin account Why it's important to understand the construction of the ETFs you own How to use ETFs instead of options ETFs mentioned in this episode: Cambria Tail Risk ETF (TAIL) ProShares Short S&P 500 ETF (SH) ProShares VIX Short Futures ETF (VIXY) ProShares Short VIX Short Term ETF (SVXY) Learn more about Rob's ETF strategies sungardeninvestment.com LinkedIn: https://www.linkedin.com/in/rob-isbitts-73b0751/ Rob@sungardeninvestment.com Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

In this episode, Kate sits down with Kyrill Astur, CEO of portfolio management firm Centerfin. Kyrill brings a background from Wall Street and hedge funds to his current role helping individual investors navigate the market challenges while investing for their future. In today's episode, Kate and Kyrill discuss -How Kyrill developed his view of institutional vs. retail investing, and why he decided to bring an endowment-style approach to the retail market -Why investors need exposure beyond traditional asset allocation -Why active management makes sense in certain parts of the market -In which asset classes does active management make sense right now? -What approach using active and passive management does Krill suggest? -What is a macro strategy, and should you be basing your investment mix on that? -Why the financial services industry's incentives are not always aligned with individual investors' needs. -Do you still need equity exposure in this bear market? -What kind of fixed-income exposure should you hold right now? -How should you make portfolio adjustments depending on what is going on in the market? -Is the roboadvisor concept of automatic rebalancing still in investors' best interest? -What is Kyrill's view of distressed credit as part of a portfolio? -What advantage can an active fund manager bring in the emerging market space? How to reach Kyrill: kyrill@centerfin.co https://www.centerfin.co/ Twitter: @wallsthobbes Links mentioned in this episode: https://www.marketbeat.com/all-access This podcast is hosted by ZenCast.fm

In today's episode, Kate welcomes guest Sean Bonner, co-founder of Guild Financial, a self-directed investing and financial education platform, with a special focus on the military community. Sean's background as a portfolio manager and Navy officer informs his view of the economy and his approach to investing. In this episode, Kate and Sean discuss: What is the Fed's role in the current market environment? How should investors evaluate the sectors currently doing well? What is a looming economic threat that may lie ahead? How does the situation in Ukraine affect inflation? How are agricultural commodities like wheat, soy and sunflowers different from oil and gas, in terms of continued availability? How are the investors on Sean's investing platform handling this current market uncertainty? What are the most popular stocks on the Guild platform? How should investors evaluate momentum stocks, after the big pullback this year? What is the difference between a good company at a fair price and a fair company at a good price? What's the hidden danger of investing based on the story, but ignoring the valuation? Why it's important to understand the business model and revenue generation of companies you are tracking What mistakes do investors make when it comes to diversifying their portfolios? How to use broad-based ETFs for instant diversification Why Sean likes the core/satellite methodology, and how he suggests implementing this How “big Navy” is a good analogy for a core/satellite approach Stocks and ETFs mentioned in this episode: Teucrium Wheat Fund (WEAT) Apple (AAPL) Rivian (RIVN) iShares TIPS Bond ETF (TIPS) Builders FirstSource (BLDR) Souther Copper (SCCO) Tractor Supply (TSCO) Costco (COST) Breakwave Dry Bulk Shipping ETF (BDRY) Tesla (TSLA) Guild Financial: https://guild.financial/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

In today's episode, Kate chats with financial advisor and asset manager Marc Scudillo, who discusses some psychological aspects of investing in the current market, as well as the benefits of specific asset classes and investing styles. -How should investors be viewing the market now? -Could the market re-test previous lows? -How will your portfolio likely perform relative to inflation in the short term? -How have growth stocks done lately, relative to value? -Is there a way to smooth out your rate of return, regardless of whether growth or value is leading? -Why different equity asset classes will smooth out your rate of return -How has the concept of gamifying the market has hurt many investors -What should investors do with their investments right now? -Do you understand the purpose for y our investments? -What's a way to improve your tax efficiency while the market is in a downturn? -Why it's important to buy as the market is trending lower -How to utilize dividends to add to your portfolio right now -Why dollar-cost averaging can lead to wealth in the future -Which market segments continue to perform well in 2022? -Despite strength in certain sectors, is it wise to avoid sector bets? -How do you know if you're diversified? -Why holding a group of different funds doesn't necessarily mean you're diversified? -How can you get assistance with your financial plan, without signing your money over to an advisor to manage? -What's the danger of misunderstanding your risk tolerance when it comes to market downturns? -Why it's crucial to avoid comparing financial notes with others, and instead, focus on elements of your financial situation that you can control in every market condition Stocks mentioned in this episode Exxon Mobil (XOM) Hess (HES) How to find Marc www.eisneramperwmcb.com Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Today Kate sits down with Nanette Abuhoff Jacobson, Managing Director and Multi-Asset Strategist at Wellington Management Company and Global Investment Strategist for Hartford Funds. Nanette gives us a fund manager's perspective on the big picture, with a particular emphasis on how to allocate asset classes, and where investors should consider paring back or adding. How today's higher inflation, growth fears, and Fed rate hikes make today's investment environment challenging Is simply staying the course the right thing to do right now. With growth not working at the moment, what other asset classes should investors be adding? Should investors try to anticipate where the market's going, given today's unusual economic landscape? How your time horizon should guide your investment decisions as you formulate a philosophy and framework. Over the long time, the normal pattern of the economy is to grow, but the current environment means you should tilt toward a more defensive allocation How should you allocate your portfolio given that fixed income is declining at the same time as equities? Has the market already priced in some of the current risky scenarios? Does Nanette believe the traditional 60/40 portfolio is dead, as many analysts are saying? Should you be increasing your cash holding now? How should investors include commodities in a diversified portfolio? What is one of the few asset classes that can offer protection in a stagflation environment? What's the danger of making too many portfolio shuffles to avoid losses, but perhaps missing a new rally? Read Nanette's articles: https://www.hartfordfunds.com/insights/market-perspectives/nanette-abuhoff-jacobson.html Hartford Funds educational webinars: https://www.hartfordfunds.com/resources/webinars.html Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

In this episode, Kate's guest is Tyler Laundon, editor of the Cabot Small-Cap Confidential and grand slam advisory Cabot Early Opportunities newsletters. Tyler shares his analysis of the small-cap asset class, within the lens of the broader market. He also offers some stocks he's eyeing right now as potential watch-list candidates. Do small caps require a different approach than large caps? How have small caps performed, relative to the S&P 500 this year? In addition to energy, what small-cap sectors have shown resilience? How have small-cap earnings done so far in 2022? And what do analysts expect, going forward? How do small-cap valuations look, after the broad market decline? What upcoming Federal Reserve data are important for investors to monitor? What hard-hit tech industry is Tyler keeping an eye on now, as valuations have come down sharply? Why is Tyler watching the medical sector now, and where does he see promise, now that medical procedure volumes are growing again? Are consumer-focused small caps set for a rebound? What's a conservative, defensive retailer where Tyler sees strength in an economy where consumers are prioritizing basic necessities? Stocks discussed in this episode: Gitlab (GTLB) Sprout Social (SPT) CS Disco (LAW) Inspire Therapy (INSP) Shockwave (SWAV) Revolve Group (RVLV) Allbirds (BIRD) Grocery Outlet (GO) Where to find Tyler: Cabot Early Opportunities: https://cabotwealth.com/advisory/cabot-early-opportunities/ Cabot Small-Cap Confidential: https://cabotwealth.com/advisory/cabot-small-cap-confidential/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

In this episode, Kate sits down with Brad Conger, deputy chief investment officer at asset management firm Hirtle Callaghan. Brad offers a big-picture view of the current broad market conditions, along with some practical tips regarding portfolio allocations and ways to think about various asset classes. How should retail investors handle the current uncertainty? Why Brad thinks all current events are reflected in the prices of securities, and why that means there's no need to overreact to market circumstances To get the potential return of equities in the long term, investors need to stomach the downturns How investors are at risk from remaining in denial long after a rally gets underway Why the fundamental backdrop is strong right now, despite negative headlines Are investors unrealistic about the kind of portfolio returns they should expect, given historical return? Why it's important to remind ourselves that the S&P won't always deliver the kind of returns it did last year Why changing horses mid-stream and changing your investment plan could derail your retirement nest egg Despite the different labels on various asset classes, they are all exposed to aspects of the economy. This means a once-defensive asset may be at risk, depending on economic conditions Why investors should have as much exposure to growth as they can, depending on their time horizon and risk tolerance Why the investment industry doesn't always make it easy to understand what you own, despite the labels on funds, other products Stocks mentioned in this episode Netflix (NFLX) Walmart (WMT) Microsoft (MSFT) Amazon (AMZN) PayPal (PYPL) Visa (V) Mastercard (MC) Intuitive Surgical (ISRG) Thermo Fisher Scientific (TMO) Danaher (DHR) How to learn more about Brad and his firm https://www.hirtlecallaghan.com/ Links mentioned in this episode: https://www.marketbeat.com/subscribe/subscribeallaccess.aspx This podcast is hosted by ZenCast.fm

In this episode, Kate talks about options with CC Latator, co-founder of options trading platform Options AI. CC explains what's wrong with the options-trading industry when it comes to helping individual investors, who tend to trade differently from the big institutions. Kate and CC discuss: Why CC and his co-founders saw the need for a new options trading platform for retail traders How retail options trading can be riskier than the way institutions trade options Why do investors need a plan to set themselves up for the probable How to use options to position against an event happening How even investors without interest in speculative options positions could use options to add income If you're a long-term holder in a stock you can use put spreads to help you avoid bad trading decisions at lows On the upside, instead of making a decision to sell because a stock is extended, you could sell calls and call spreads against the holdings to help you gain income as positioning against an event happening One of the greatest skills you can have as a professional trader or investor is your own cognitive biases: Options give you a way to have a plan to gain income Hedging strategies allow you to ask the question of how you can sleep at night in a volatile market How should people approach the current market? Why CC believes it's best to play for singles and doubles right now, rather than a home run with options right now. How CC and Options AI train new options traders to succeed How to learn more about Options AI: https://www.optionsai.com/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This week, Kate's guest is Josh Hayes, long-time trader and founder of Big Wave Trading. Josh talks about adapting to the current market conditions, and how he manages trades with a view toward different holding time frames. Why Josh believes some trading methodologies are outdated due to changing market conditions, as well as changes in the available information and algorithmic trading Why he believes traders and investors need more than one approach in this market How Josh approaches the question of capital preservation, and keeps his time horizon methodologies separate Josh's use of trailing stops as a stock moves higher What setups and indicators Josh uses What Josh is seeing regarding market bifurcation How he manages risk and position sizing How does Josh view the SPAC IPOs? Josh has a rule: Never fight the Fed Why Josh is currently not shorting stocks What are the chart setups Josh is looking for in various market conditions How the intense volatility means it's difficult to hold on an end-of-day basis Why Josh uses a breakeven stop in certain trades Why he advises taking some profits right now, after even a small gain What's the most he'll risk with his account capital in this market What are the signals Josh is looking for to get back into the market fully? How Josh has begun opening long-term positions in large cap stocks What will Josh do if he sees a 50% Fibonacci retracement in this market? What level is he looking for in the S&P 500 to go long? Stocks mentioned in this episode Hostess Brands (TWNK) Flexsteel Industries (FLSX) Tsakos Energy Navigation (TNP) Roblox (RBLX) Occidental Petroleum (OXY) Chevron (CVX) Sky Harbour Group (SKYH) Where to find Josh Twitter @BigWaveTrading StockTwits BigWaveTrading LinkedIn https://www.linkedin.com/in/joshua-hayes-96721b3/ Instagram https://www.instagram.com/bigwavetrading/?hl=en Facebook https://www.facebook.com/BigWaveTrading/ https://bigwavetrading.com/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

In this week's episode, Kate chats with David Wagner, Equity Analyst & Portfolio Manager at Aptus Capital Advisors. Dave discusses his barbell strategy to pair two seemingly disparate sectors for portfolio balance. In this unprecedented market environment, with macro uncertainties causing intense selling, David is looking at the reasons behind the decline, which include rising concerns about a global recession. Is a recession inevitable, following the yield curve inversion? How David uses a barbell strategy, in this case with energy stocks paired with homebuilders. What big factor those two disparate sectors have in common Are energy-industry dividends and share buybacks attractive approaches to draw investors? Which sub-industry within the energy sector David likes right now, due to a growing need for its products and services Does the energy-sector weighting within the S&P 500 mean it's under-owned, relative to past weightings? How has the ESG movement been bullish for the energy industry? Why the homebuilders sector has been a falling knife this year, despite rising demand. David disagrees with other analysts that 2022 represents peak earnings in that industry, and why he sees potential for further earnings growth. Are the effects of institutional home buying exaggerated? How will higher interest rates affect the housing market? What is the proper way to evaluate homebuilders, which also shows you the proper time to buy? Is the traditional 60/40 portfolio simply looking through the rear view mirror in this environment? Stocks Mentioned In This Episode: Haliburton (HAL) Baker Hughes (BKR) Tenaris (TS) Pioneer Natural Resources (PXD) KB Home (KBH) DR Horton (DHI) How to find David and Aptus AptusETFs.com Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

In today's episode, Kate chats with AlphaCore Wealth Advisory CEO Dick Pfister about strategies for alternative investing. Too often, investors believe just adding some commodities or REITs is the answer to portfolio diversification. However, in this interview, Dick shares ideas for top-down portfolio construction that provides diversification to generate returns despite market volatility. How Dick hopes to demystify alternatives for the individual investor Is active investing dead, as many articles have stated? What are the different alternative strategies? It's not necessarily the securities you may hear about frequently. Where do gold and precious metals fit as an alternative to long equities? What alternative asset classes are good inflation hedges? How can long-short equity strategies serve to diversify a portfolio? Why Dick operates on a philosophy of: “If you've gotten to the end zone, you don't want to drop back to the 20-yard line.” The four buckets Dick allocates to: Long only stocks, long only fixed income, long only alternative asset classes, and active alternative strategies After the pullback in tech and rally in value, where does Dick see opportunity now? Which large, established semiconductor name does Dick have in his portfolio, and he believes is poised for real growth? Which financial stock does Dick believe has potential because of its diverse business? What rather unlikely Fed move may result in a fixed income rally in the near term? Do you need to dump fixed income altogether right now while it's underperforming? What sector of the fixed income market does Dick see potential now? How can the “illiquidity premium” benefit investors? Stocks mentioned in this episode: Qualcomm (QCOM) Blackstone (BX) Apollo Global Management (APO) Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

In todays show, Kate chats with Bill Studebaker, president and chief investment officer at ROBO Global ETFs, an index, advisory, and research company focused on fast-growing industries including robotics, artificial intelligence, and healthcare technology. In this interview, Kate and Bill discuss: What is causing robotics and A/I to decline at a faster rate than the broader market How have current events put tech companies in the eye of the storm? How Bill's robo index trades on earnings, and is designed that way to weather an economic storm. Why companies in the automation field may bounce back due to large order backlogs? Does this mean certain stocks are mispriced right now? What industries will benefit from increased automation? How did various developments surrounding Covid give a boost to logistics and supply chain automation? Will consumers drive the next round of demand in the supply-chain automation industry? How is health care being transformed by surgical robotics providers? What company in Bill's portfolio enables Amazon to track and manage an ever-growing stream of orders? What other company is a leader in the growing area of warehouse management solutions? What does Bill expect to see with earnings among companies in the robo index this year? How should retail investors approach the robotics and automation industry without getting caught up in hype? Stocks mentioned in this interview: Fanuc (FANUY) Teradyne (TER) Intuitive Surgical (ISRG) Zebra Technologies (ZBRA) Manhattan Associates (MANH) ETF: ROBO Global Robotics & Automation ETF (ROBO) www.roboglobal.com Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This week, Kate sits down with Jason Brown of The Brown Report. Jason is an expert stock-and-options trading coach, and he shares his thoughts on what is driving the market now, and how listeners can approach their investing and trading decisions. Companies that profited from the stay-at-home play pulled forward 10 years of revenue and earnings in one year. How does that bode for these companies now? How will rising costs factor into companies' earnings? How can you use a call option strategy - along with puts - to express a bullish investment thesis? How Jason uses charts to determine whether a stock is getting technical support and may be a buy Should you trade and invest differently? How do fundamentals factor in? How should pending news affect your strategy? How should you treat earnings reports if you own a stock? How Jason uses put options as insurance when he owns a stock How can short-term trading affect your financial position. Jason gives us a specific example of how a trade allowed him to pay off a house When Jason takes a calculated risk to hold a trade through earnings How Jason diversifies by strategy, not necessarily by sector and industry How can you factor the times you're wrong into your investing and trading strategies? Stocks mentioned in this episode Microsof (MSFT) Apple (AAPL) AMD (AMD) Docusign (DOCU) Where to find Jason: TheBrownReport.com Instagram: BrownReport YouTube: https://www.youtube.com/c/Thebrownreport https://www.marketbeat.com/subscribe/subscribeallaccess.aspx This podcast is hosted by ZenCast.fm

This week, Kate welcomes back repeat guest, MarketBeat contributor Chris Markoch. Chris tells us about three U.S. stocks that he believes will continue to show strength, regardless of what is going on in the economy. Walmart: Hired the former CFO of PayPal. What does this mean for Walmart's digital transaction initiatives? Will this mean synergies with PayPal? What is Walmart doing in the area of health care? Nucor: What is going on with a stock with a low P/E ratio that's also trading at new highs? How will the Russia/Ukraine war affect Nucor's pricing power and revenue growth? Why investors should wait until after Nucor reports earnings to make any kind of trade Camping World: Is the stock undervalued at the moment? How the stock is performing relative to 2020, when outdoors activities became popular in the early days of the pandemic? How demand for RVs is affecting Camping World How should investors analyze Camping World's technicals and indicators when considering a buy? Stocks mentioned in this episode Walmart (WMT) Nucor (NUE) Camping World (CWH) How to find Chris Twitter: @CTMcopywriter LinkedIn: https://www.linkedin.com/in/christophermarkoch/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

David Auerbach is an investor in the red-hot housing market. Only active pure-play residential ETF. There are many residential ETFs, but David's takes a unique approach, that eliminates the “noise” contained by ETFs that track companies like self-storage units or big-box home improvement stores. In this episode, Kate and David discuss: -What growth thesis is David's ETF based on? -What real estate sub-sectors does he see potential in? -How are apartment developers responding to the Covid-era trends when it comes to relocations? -Why is the single-family rental market exploding? And how can investors benefit? -Is the housing market getting a boost from people returning to the coasts, after leaving during Covid? -Is increased interest rates bad for the housing markets, and investors in housing? -How has the REIT sector performed in the face of rising rates? -How one apartment developer got a lot of good press during Covid for assisting tenants who owed back rent during Covid. -How are retirees giving a boost to the manufactured home market -How various demographics are all contributing to the housing boom -How does David envision the future of nursing homes evolving? -Why David considers it important to educate investors about REITs, as REIT-owned properties are literally everywhere, but most don't realize this. -Why the structure of REITs is attractive to investors Stocks mentioned in this episode Mid America Apartment Communities (MAA) Camden Property Trust (CPT) UDR (UDR) Invitation Homes (INVH) American Homes for Rent (AMH) Tricon Residential (TCN) American Campus Communities (ACC) Equity Lifestyle Properties (ELS) Sun Communities (SUI) Ventas (VTR) Welltower (WELL) The Home Appreciation U.S. REIT ETF (HAUS) Armada: www.ArmadaETFs.com To learn more about REITs in general: www.REIT.com Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Today, on The MarketBeat Podcast, Kate's guest is Jon Wolfenbarger, founder of Bull And Bear Profits. They discuss: How does Jon use economic and value metrics, sentiment indicators, and technical trend indicators to evaluate how to invest in a bull or bear market? How to beat the market substantially in a bull market? What simple asset-class switch works in most (but not all) bear markets? Are we in an investing period similar to the 1970s? What is the best way to use inverse ETFs to protect your capital and book profits during a bear market? What moving averages does Jon use to help with buy and sell decisions? What is Jon's formula to use indicators to make a profit during a longer bear market - instead of losing money in a downturn? What does Jon's indicator show the S&P 500 will be doing in 12 years? Is there an asset class that looks cheap right now, that offers future potential in a bear market? Are there any defensive stocks that may be less impacted by a bear market? Why it's important to learn when a bull market begins and ends. ProShares Ultra QQQ (QLD) ProShares Short S&P 500 (SH) ProShares Short QQQ (PSQ) ProShares K1 Free Crude Oil (OILK) Halliburton (HAL) Triton International (TRTN) Devon Energy (DVN) Molina Healthcare (MOH) www.bullandbearprofits.com Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Kate Stalter welcomes back MarketBeat contributor Chris Markoch. Chris is a regular visitor to the podcast and brings a keen eye for the characteristics of leading stocks. Is the market telling us that premium brands, with competitive advantage, are worth higher valuations? What is the forecast for NKE? Why does Chris see strength in this stock? Are analysts rethinking their price targets on some of these premium brands with growth characteristics? What is the consensus price target on NKE? Are athletic clothing makers trading somewhat in tandem? How will Starbucks employees' unionization efforts affect that company's stock? Despite all the naysayers, why does Starbucks continue performing well, over time? How do the analysts view the stock? Are rising gas prices resulting in a sales boom for electric vehicles? Is a slower growth theme affecting shares of Chinese EV maker NiO? How is Nio developing its own solution to the question of EV battery charging? How does NIO's business case differ from Tesla's? Sam Quirke: Is Nike The Buy Of The Year? https://www.marketbeat.com/originals/is-nio-nyse-nio-the-buy-of-the-year/ Stocks mentioned: NKE LULU SBUX NIO How to find Chris Twitter: @CTMcopywriter LinkedIn: https://www.linkedin.com/in/christophermarkoch/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This week, Kate's guest is Tommy Mancuso, Founder of the BAD Investment Company. The B.A.D. ETF (BAD) is a large cap fund designed to track the EQM BAD Index, which tracks price movements of a portfolio of U.S. listed companies with exposure to the following B.A.D. market segments: Betting, Alcohol, Cannabis, and Drugs (Pharmaceuticals and Biotechnology). What is the origin of the BAD acronym for the ETF? Why does Tommy see growth opportunities in the fund's sectors? Why does the fund include both growth and value styles? Why Tommy feels strongly that tech should not be investors' only growth positions How are the gaming stocks in Tommy's portfolio faring in the current environment? How will rising interest rates and inflation affect the casino stocks? Why are some gaming stocks holding up better than others? What is Tommy's investment time horizon? How are online gaming stocks performing vs. brick-and-mortar casino stocks? What is the potential there? Is there value in stocks with strong growth prospects, relative to where they are trading now? Why the alcohol industry has been under some pressure in the past few months Were some product launches not as successful as expected? How are alcohol stocks doing now that restaurants, bars, stadiums and other out-of-home venues are fully open? Why the big alcohol brands have the scale to grow even further when it comes to product innovation How do the pharmaceutical stocks in the BAD portfolio lend balance and diversification? What type of pharma company does the fund focus on? What has sparked some of the volatility in pharma stocks? https://badinvestmentco.com/ Stocks mentioned in this episode: Penn National Gaming (PENN) DraftKings (DKNG) Boyd Gaming (BOYD) Constellation Brands (STZ) AmBev (ABEV) Moderna (MRNA) Pfizer (PFE) Johnson & Johnson (JNJ) Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This week, Kate's guest is Sean O'Hara, director at Pacer Financial, which manages a number of ETFs representing various asset classes, regions and investment themes. Sean talks specifically about the Pacer US Cash Cows 100 ETF (COWZ), which uses free cash flow yield to identify companies with strong potential. This approach has worked out well recently, with the fund returning 43% in 2021, vs. the S&P's return of 26.44%. Sean also discusses the characteristics of specific stocks within that portfolio. Topics discussed include: -High free cash flow yield- what is it, how is it calculated, and why does Sean like that as a mechanism to evaluate top-performing stocks How Sean's company's ETF, COWZ, identifies companies with high free cash flow yield What has changed since Fama and French won their Nobel Prize in economics, and why investors should look at different fundamental metrics than they did a few decades ago? Why so many companies today are valued with intangible, rather than tangible, assets. What sectors is Sean increasing exposure to, given the current broad market environment, as well as high inflation? How Sean's approach resulted in a 43% return last year, with the P/E ratio never going above 13. That means the stocks he's buying are cheap relative to their peers, on a free cash flow yield basis. What sectors is Sean's fund overweight right now? What traditional dividend-paying sector does Sean's fund typically avoid? Which old-line materials and commodities stocks fit the fund's screening criteria, and have been strong performers lately. Why the war in Ukraine is boosting performance in one of Sean's portfolio companies Why a stock long considered a tech growth stock is now a value play, based on its multiples. How Sean adds money-making stocks at a discount. Why McDonald's a few decades ago is a template for other companies' slowing growth today. How an old-school tech company in Sean's portfolio is reinventing itself in the era of cloud computing. Stocks mentioned: Discovery (DISCA) Meta (FB) IBM (IBM) Intel (INTC) Moderna (MRNA) Ford (F) CBS Viacom (Paramount Global) (PARA) US Steel (X) Archer Daniels Midland (ADM) ETF: Pacer US Cash Cows 100 ETF (COWZ) Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

MarketBeat's own Chris Markoch is back as a guest, and he and Kate discuss three stocks that Chris sees as having potential for your watch list, even during the market downturn. How are inflation and supply-chain issues now affecting the dollar stores, just like other retailers? What strategy does Dollar General use to attract customers from a targeted area? Can strong revenue growth at Dollar Growth translate to the bottom line? Why is Intuitive Surgical on the rise again, after the pandemic interrupted its growth? Why it's been a big winner after the market rebounded from the pandemic-driven downturn in 2020 Is Intuitive Surgical overvalued, relative to its forward-looking revenue and earnings? Does Chris use price targets in his analysis? Why is Shopify still a strong stock, despite some analysts lowering their price targets? What does it mean now that easy year-over-year growth comparisons are in the past? Why it's time to watch the stock's chart to see if it's getting a base of support Stocks mentioned: Dollar General (DG) Intuitive Surgical (ISRG) Shopify (SHOP) Find Chris at MarketBeat: https://www.marketbeat.com/authors/chris-markoch/ Or on Twitter: @CTMCopywriter Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This week, Kate sits down with stock trader Phil Newton, who outlines his swing-trading process using moving averages, and explains why he likes to keep his process simple. He also explains why he ignores news events, preferring to focus just on the charts. -Why Phil is agnostic to economic new, the Federal Reserve and fundamental factors, and focuses on technicals -How Phil looks for certain levels on the charts -What moving averages Phil uses as his frame of reference -Why having opinions on the market could actually be detrimental to your trading -Why Phil believes news just speeds up what was already happening with a stock -What is Phil's screening process? What characteristics is he looking for? -Why is a well-known liquid, large-cap stock not a good fit for Phil's strategy? -How Phil minimizes the stress time-consuming nature of trading -Why Phil works from a small basket of stocks in a watch list, and is patient waiting for the setup -Why Phil is bullish on the energy sector at the moment -How Phil uses moving averages and trend lines in a very specific way -Why Phil uses options instead of going long stock -Why using options rather than stops gives a trader more time for a thesis to play out -Why it's important to keep your portfolio size limited -Why traders can masker the skill of options trading Stocks mentioned in this episode: LNG - Cheshire Energy PEP - PepsiCo HAL - Halliburton PXD - Pioneer Natural Resources AAPL - Apple How to access Phil's chart setups: ProductionLineTrading.com Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This week, Kate Stalter sits down with Kevin Kelly, CEO and founder of Kelly ETFs, which operates three thematic ETFs. Thematic ETFs are poised to become more important vehicles for accessing subindustries in very targeted ways that are not possible with broad sector funds. What does the next phase of the “intelligence revolution” mean for investors? What opportunity does Kevin see in the next generation of health care technology? What is the potential in CRISPR and gene editing, fixing DNA to cure rare diseases? Why Kevin has been following this space for more than a decade, and decided to launch a CRISPR gene editing fund, after learning of successful results with this technology. Why one of Kevin's portfolio holdings trades idiosyncratic to the market, and why that means it has so much potential. Why are hotels a great barometer of the economy as Americans are splurging again on travel and experiences after the pandemic? Why the supply-and-demand equation in the hotel industry leads to a compelling investment thesis. How is remote work boosting one of the stocks in Kevin's portfolio? What factors are driving long-term potential in the residential real estate market? Stocks and ETFs mentioned in this episode Intellia Therapeutics (NTLA) Regeneron (REGN) Marriott International (MAR) Hilton Worldwide Holdings (HLT) AirBnb (ABNB) Invitation Homes (INVH) Kelly CRISPR & Gene Editing Technology ETF (XDNA) Kelly Hotel & Lodging Sector ETF (HOTL) Kelly Residential & Apartment Real Estate ETF (RESI) Learn more about the Kelly ETFs: https://www.kellyetfs.com/ Links mentioned in this episode: https://www.marketbeat.com/ratings/newsletter/ This podcast is hosted by ZenCast.fm

In this episode, MarketBeat contributor Chris Markoch returns. He and Kate discuss three stocks Chris has been evaluating in light of the escalating Russia-Ukraine crisis. Chris discusses two stocks to buy, and one to sell. Points discussed in this episode: -Markets hate uncertainty: This is a time when investors need to be very careful; things can change quickly. Volatility is likely to be around for some time -You have to invest for how things are; not how you might want them to be. Some sectors will perform well. You owe it to yourself to invest where the growth is. Stocks to Buy: Energy Sector: Chevron (NYSE:CVX) ● Stock is up approximately 14% since the invasion (2/24) ● Record free cash flow in 2021 ● “significant” debt pay down ● Higher dividends for 34 consecutive years ● Continued plans for share buybacks Cybersecurity Sector: Palo Alto Networks (NYSE:PANW) ● Up approximately 15% since the invasion (2/24) ● Top cybersecurity pick by Morgan Stanley – believes PANW stock will outperform sector ● Beat on top and bottom lines in February 21 – days before the invasion ● Significant analyst price target increases Stock to Sell: John Deere (DE) ● Love the long-term story but short-term outlook looks challenging ● Deere's presence in Russia spans 130 years ● In 2018, they announced plans to expand Russian operations ● In September 2021, agribusiness was rated one of the most promising sectors of Ukraine's economy ● Both countries are important fertilizer producers Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

It's clear that Russia's attack against Ukraine continues to cause turbulence in the markets. But it's also presented opportunities. In today's episode, podcast host Kate Stalter sits down with Randy Farina and Pete Trontis, portfolio managers at Excencial Wealth. Randy and Pete invest both internationally and domestically, and offer some insights into stocks and sectors they like right now, along with some areas where they are paring back positions. In this episode, Kate, Pete and Randy discuss: Why you always need a plan for your investments to weather a downturn or extended volatility. The pros do this, and individual investors should, as well Is it possible to anticipate geopolitical events to position your portfolio ahead of time? When analyzing stocks, why it's important to identify its competitive advantage within its industry to assess growth prospects. How should you manage your watch list to be prepared for an event like the Omicron variant or the Russian invasion of Ukraine? If a major event happens, how you can be ready to buy companies with good fundamentals at a lower valuation? How investors should respond to quarterly earnings reports. What caused Randy and Pete to remove particular stocks from the portfolio? Which sector was a particular focus as a “sell” due to the Russian invasion of Ukraine? Which sectors and industries hold promise due to the current geopolitical concerns? How should you make the calculation about paring back a position when you have gains? The two ways Randy and Pete make decisions about the holding period for a stock How do they evaluate whether to sell or hold when a stock hits its price target? How multiple factors should go into your buy and sell decisions Stocks discussed in this episode: Ryanair Holdings (RYAAY) Booking Holdings (BKNG) Atlas Copco (ATLCY) Checkpoint (CHKP) Alaska Air Group (ALK) Microsoft (MSFT) Amazon (AMZN) https://exencialwealth.com/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

In today's episode, Kate chats with Nina Deka, Senior Research Analyst at fund manager Robo Global. Today, Kate and Nina discuss healthcare technology, specifically regarding Robo Global's Healthcare Technology & Innovation ETF (HTEC). In this episode, we discuss: Why do health care tech companies not necessarily move in tandem with the broader health care sector? Where are the growth opportunities in health care? In the realm of healthcare digitization, what is a company that is integrating various data sources that could help compensate for a shrinking healthcare workforce? How can data analytics reduce health care costs? What is genomics and next-gen sequencing, what is the potential here? Which precision-medicine companies have leading-edge technologies? What's the opportunity for multiple expansion in the healthcare tech space? What was compelling about Moderna even before the pandemic - and remains promising? How does Nina determine the companies with a technological edge and an unmet need in the health-tech category? Is there a disconnect between current valuations and the potential in health care tech? What is the opportunity in surgical robotics? What are enabling technologies such as process automation in the health space? Are there investment ideas among companies that provide services to larger pharmaceuticals or drug manufacturers? Stocks mentioned in this episode: Health Catalyst (HCAT) Guardant Health (GH) Illumina (ILMN) Akoya Biosciences (AKYA) NanoString Technologies (NSTG) Moderna (MRNA) Stryker (SYK) Intuitive Surgical (ISRG) Catalent (CTLT) Lonza Group (LZAGY) Codexis (CDXS) Learn more about the HTEC ETF at: RoboGlobal.com Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This week, Kate's guest is MarketBeat contributor Chris Markoch, who shares three stocks he's watching right now. in this episode, we discuss: -Why investors may have gotten it wrong about a software company that recently went public. -Why this stock looks poised for further growth, as the company focuses on a new target customer. -How a small entertainment industry stock may have more potential than you may see on the surface -What regulatory developments may affect that stock? -An S&P 500 company that recently got smacked after reporting earnings, and why Chris believes it will reverse higher soon How to find Chris: https://www.marketbeat.com/authors/chris-markoch/ Twitter: https://twitter.com/ctmcopywriter Stocks mentioned in this episode: Palantir (PLTR) Fubo (FUBO) Home Depot (HD) Links mentioned in this episode: https://www.marketbeat.com https://www.marketbeat.com/ratings/newsletter/ This podcast is hosted by ZenCast.fm

This week, Kate sits down with Andrew Chanin, CEO of Procure ETFs, which runs several innovative strategies, including the one we discuss today: The Procure Space ETF (UFO). In this episode, Kate and Andrew cover: What was the process behind launching the first pure-play space ETF? Why did Procure Holdings decide to design this product? How does Andrew view the future of the space industry? How is space technology incorporated into existing industries? How does UFO differ from other disruptive technological ETFs? What are the screening mechanisms for stocks included in UFO's benchmark index? What stocks were added to the index recently? Which satellite launch services company is a promising component of the fund? How are non-pure-play space companies like Raytheon included in the fund? Stocks discussed in this episode: Lockheed Martin (LMT) Raytheon (RTX) Rocket Lab (RKLB) RedWire (RDW) Learn more about the Procure ETFs here: https://procureetfs.com/ Links mentioned in this episode: https://www.marketbeat.com https://www.marketbeat.com/ratings/newsletter/ This podcast is hosted by ZenCast.fm

In today's episode, Kate Stalter talks with MarketBeat contributor Jea Yu, who shares two stock picks and discusses how Fed tapering may affect markets going forward. In this conversation, Kate and Jea discuss: ● What can we expect when it comes to interest-rate hikes this year ● What will monetary tightening mean for your portfolio? Jae offers some specific ideas ● What are some stocks Jea likes for this year? ● Should you invest in superheroes? ● Where does Jea see an opportunity to get into Discovery (DISCA)? ● What other entertainment industry stock does Jea see potential in? ● Which entertainment segments are driving revenue now? You can find Jea at MarketBeat: https://www.marketbeat.com/authors/jea-yu/ Or on Twitter: @JeaYu21 https://twitter.com/JeaYu21?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

In this episode, host Kate Stalter talks with Will Rhind, founder and CEO of ETF issuer GraniteShares. Will's firm runs strategies in the equities, precious metals and commodities asset classes, so he has a broad perspective on the current market conditions. He also shares his insights into factors that make a stock worth avoiding! How do Will's financial advisor clients (professional money managers) view the current market downturn? What are they most concerned with right now? How are they considering hedging against a downturn? Does Microsoft's recent earnings report show that investors have priced the market to perfection? Will there be opportunity for people to buy strong growth stocks at lower valuations? How does the strategy of Will's XOUT ETF screen for stocks less likely to be losers? What are the flaws with passive investing, as we see in common index funds? What is Will's process for excluding companies from the S&P 500 when constructing the fund's portfolio? Why do Will's screens exclude companies like Visa and Disney? Why the “story” behind a company and its industry is crucial to consider when evaluating a stock. What is Will's high-yield strategy, and how does it differ from the typical strategy of buying high-yield bonds? oes the current market give investors an opportunity to buy beaten-up stocks at lower valuations? Does P/E ratio properly capture the value of companies? What are pass-through securities, and how does Will's fund incorporate these? Is the GraniteShares HIPS fund a bond substitute? Web sites mentioned in this episode. SPIVA Scorecard: https://www.spglobal.com/spdji/en/spiva/article/spiva-us/ GraniteShares: https://graniteshares.com https://www.marketbeat.com/ratings/newsletter/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

In this episode, Kate Stalter talks with energy fund manager Eric Nuttall, who gives his view on the broad sector as it stands now, and how he's investing with an eye toward the future. He shares the metrics he uses to evaluate stocks, along with the mistakes many investors make when viewing the oil-and-gas industry. Are we in an energy bull market? What are the risks to the energy sector right now? What disruptions to the energy market has caused volatility, and which ones still present challenges? Is growth or return in the energy sector the driver for institutional investors right now? How are ESG pressures affecting oil-industry stocks' growth vs. free cash flow? How much are stock prices dependent on the underlying commodity? What factors are behind the financial underpinnings of oil prices? Eric has written that “panic creates opportunity.” How does he see that playing out in the oil market today? When is the best time to make money from energy? Why it's important to have conviction in your investment-analysis thesis, even if others disagree. Is the broad market writing the obituary for oil too soon? Just because others don't see it, doesn't mean opportunity is not there. You can quickly figure out how much free cash flow a company can generate to evaluate an opportunity. How does Eric view the dislocation between free cash flow and valuations of oil stocks? Should you invest in energy stocks individually, or through a fund? How should investors incorporate a specialty sector fund into their allocation? Should you incorporate long-term demand and pricing pressure into your analysis? NinePoint Energy Fund Snapshot https://www.ninepoint.com/snapshots/December-2021/ninepoint-energy-fund-performance-sheet-s-f-(12.2021).pdf Links mentioned in this episode: https://www.marketbeat.com https://www.ninepoint.com/snapshots/December-2021/ninepoint-energy-fund-performance-sheet-s-f-(12.2021).pdf This podcast is hosted by ZenCast.fm

In this episode, Kate talks to Green Tech analyst and investor Brendan Coffey about that fast-growing area of the market. They discuss: What is green tack and how does it differ from E.S.G.? Why Brendan uses technical indicators such as momentum and relative strength to choose stocks. What are some of the technical parameters he uses to screen? How he incorporates fundamentals into his screening process. A stock in the “up cycling” industry that Brendan likes right now. Brendan's long-term forecast for green tech. What happened to green tech valuations during the dormant period in the middle of the last decade? Has that changed? How are green techs affected by the broader concerns about growth stocks? An ETF that tracks the green tech index Brendan follows. What's the trend now for green tech valuations? Do you have to give up growth to invest in green tech? A semiconductor green tech name that Brendan likes, and an Aerogel stock he's watching. Find Brendan here: https://financialfreedomfederation.cabotwealth.com/advisory/sector-xpress-greentech-advisor/ Get MarketBeat's free analyst ratings delivered to your inbox every day: MarketBeat.com/ratings/newsletter Links mentioned in this episode: https://www.marketbeat.com https://financialfreedomfederation.cabotwealth.com/advisory/sector-xpress-greentech-advisor/ This podcast is hosted by ZenCast.fm

In this episode, Kate Stalter talks to commodity broker and analyst Carley Garner about trading commodities, and Carley shares her view of the commodities market for 2022. How are businesses affected by natural gas prices right now? What to expect with oil prices, and what do changes in oil prices mean for consumers? How can investors and traders capitalize on volatility in natural gas prices? Why commodity prices trade differently from stocks, and why you need to be cautious when trading Gold & silver underperformed in 2021. What should we expect this year? Should you use these for diversification? Why gold & silver may not always behave the way you think they will Why lack of confidence in silver is something to watch now. What is Carley's view of commodity ETFs vs. futures? What are micro futures and how can you use them? You can find Carley at www.DeCarleyTrading.com Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

In this episode of the MarketBeat podcast, Kate talks to Rob Isbitts of Sungarden Investment. Rob has been an asset manager, analyst, and now a financial publisher. In this episode, Kate and Rob discuss: Should you be concerned about investment bubbles? How should you respond to the threat of growing inflation? How should individual investors change their approach, given how major indexes have performed? Why it's important to understand tactical portfolio management and know how to implement it. What should investors or traders do at the end of a bull market cycle? How to think about your portfolio the same way you'd approach a fantasy football team. How should stock investors incorporate bonds into their portfolios, given how the Federal Reserve has backstopped many areas of the fixed-income market? How can you use bond ETFs and inverse ETFs as tactical weapons to generate returns and mitigate risk? What's the new income investment? How do you get yield in today's investing environment? A sector whose chart Rob likes right now, and why. Links mentioned in this episode: You can Rob here: https://www.sungardeninvestment.com Sign up today for free MarketBeat Analyst Recommendations, sent to your inbox daily. https://www.marketbeat.com/ratings/newsletter/ https://www.marketbeat.com This podcast is hosted by ZenCast.fm