Investing Experts
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.Transcripts: seekingalpha.com/author/investing-experts-podcast
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UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah
Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20)<br /><br />Show Notes:<br />Forget The Price Of A Stock. What Is It Worth?<br />Hims & Hers Health And Devon Energy - Raul Shah's Hot Take<br />Gambling.com: Undervalued Company With Tremendous Potential Upside<br />Hims & Hers Health: The Juice Is Worth The Squeeze<br />UnitedHealth: Why AI Is The Secret Weapon For The Turnaround<br /><br />Episode Transcripts<br /><br />For full acce...
Value + quality + cash flow is king
Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00)<br /><br />Show Notes:<br />Unlocking Dividend Growth With The Dividend Kings<br />Enbridge: When Quality Is Overpriced<br /><br />Episode Transcripts<br /><br />For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Steven Cress' 3 REITs for inflationary, heated times
Seeking Alpha's Head of Quant, Steven Cress, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys for dividend seekers (17:30)<br /><br />Show Notes:<br />Top 3 Dividend Stocks As A Hedge: Iran Escalation And Inflation Hotter Than Expected<br />6 Smart Stock Ideas For A Barbell Strategy<br />3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio<br /><br />Read our transcripts<br /><br />For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
War, $200 oil, and the market’s reckoning
Global portfolio strategist James Kostohryz explains why the US and Israel are at war with Iran and why it may last longer than we think (0:35) Oil shocks can lead to business cycle recessions (29:00) Gold pricing in risk (37:20) US treasury bonds (53:40) Silver and copper (1:01:20)<br /><br />Show Notes:<br />Will War Trigger A Bear Market And Spike In Oil?<br />Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz<br />Strait Of Hormuz: Main Focus Of Investors In Iran-Israel Conflict<br /><br />Episode transcripts<br /><br />For full access to analyst ratings, stock quant scores and dividend grades, subscribe t...
Why Daily Stock Picks' Gary Vaughan likes large cap tech (and energy)
Gary Vaughan from Daily Stock Picks returns to talk Nvidia earnings and other tech names (0:30) Tesla's evolution; 3 energy names; fundamentals vs reality (5:50) Daily investing and trading process (15:00) Stock and ETF portfolio as a large cap tech investor (24:50) Sandisk - an almost buy (34:00) Your timeframe matters (41:30)<br /><br />Show Notes:<br />Stock Pickers Better Know When They're Going To Sell<br />More Volatility Ahead In This AI Bull Market<br />Why Lumentum Wins Over Coherent (For Now)<br /><br />Episode transcripts<br /><br />For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at se...
Will Barton on High Dividend Opportunities
Will Barton from High Dividend Opportunities shares their strategy (0:20) Contextualizing the yield conversation (7:15) Fixed income and equity portfolios (12:00) ETFs vs CEFs (15:00) AGNC preferred stock (17:30) Earnings, cash flow statements protect dividends (21:30) Dividend cuts can surprise you (24:40) Retirement essentials (28:00) Income investing challenges and benefits (41:00)<br /><br />Episode transcripts<br /><br />For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
This is a stock picker's market
Next-gen investing experts Julia Ostian, Jack Bowman, and Kenio Fontes share their investment strategies (0:30) Rare earths and precious metals (2:20) Amazon, Apple, AMD and tech - concerns and excitement (9:00) Portfolio allocations (41:00)<br /><br />Show Notes:<br />Nvidia Q4: Why Even A Record 'Beat' Could Sink The Stock<br />The Mag 7 Hit A Critical Level<br />Not A Bear Market Yet, But It's Already A Stock Picker's Dream<br />High Conviction Ideas With Next Gen Investors<br /><br />Episode transcripts<br /><br />For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/su...
Tech tug of war: fear vs. greed
Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30)<br /><br />Show Notes:<br />AI Spending Surge, Contrarian Take On Tech Stocks<br />Nvidia And The H200 Landscape; Broadcom's Strategic Positioning<br /><br />Read our transcripts<br /><br />For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Profiting from growth and income with Retirement Income Warrior
David Alton Clark, Retirement Income Warrior, discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stocks = risk for capital loss (7:25) Taking profits in growth (9:00) Fed's hawkish statement, unemployment data critical (12:45) Making a mistake on Freeport-McMoRan (19:50) Tax loss harvesting (23:00)<br /><br />Show Notes:<br />Dividend And Growth Stocks For An Overvalued Market With David Alton Clark<br />Taking Profits For Yield And Growth With David Alton Clark<br /><br />Read our transcripts<br /><br />For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.co...
Steven Cress' top 10 AI stocks
Head of Quantitative Strategy at Seeking Alpha, Steven Cress, shares why the AI sector still looks good and which stocks look best for this year. Watch the video presentation here.<br /><br />Show Notes:<br />Alpha Picks<br />Steven Cress' Top 10 Stocks For 2026<br /><br />Read our transcripts<br /><br />For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
