Episodios

  • Innovative Industrial Properties: Leverage (for a REIT) is everything

    Innovative Industrial Properties: Leverage (for a REIT) is everything
    Jan 8 2026
    Julian Lin runs Best of Breed Growth Stocks and discusses his high conviction pick: IIPR (0:35). Reasons to be bullish (3:00). IIPR's dividend safety (7:20) 280E taxes and cannabis rescheduling (12:15). Is legalization good for multi-state cannabis operators? (16:30) Risks to REITs (21:00). Red and green flags for management (29:00). How investors should think about valuation (37:05).

    Show Notes:
    Innovative Industrial: Cannabis Rescheduling Changes Everything - 16% Yield Is A Conviction Buy
    Cannabis Investing In The Trump Era

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    41 m
  • Quant Q&A with Steven Cress

    Quant Q&A with Steven Cress
    Jan 7 2026
    Seeking Alpha's Head of Quant, Steven Cress, answers your questions! Credo Technology - why the high momentum rating? (0:45) Explaining the Z score (2:30). Merck's momentum better than Pfizer's (3:55). Navigating energy stocks and market sensitivity (6:15). High growth stocks may be held back by valuation concerns (8:40). Why is Comfort Systems a hold? (9:25) Diversification key to minimizing risk; value and growth (11:10). Diving deeper into quant metrics and weightings (13:10).

    Show Notes:
    Top 10 Stocks For 2026
    Get Alpha Picks
    3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

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    19 m
  • Shipping market insights for 2026

    Shipping market insights for 2026
    Jan 4 2026
    J Mintzmyer of Value Investor's Edge discusses shipping performance in 2025, strategies for navigating market downturns, and the importance of focusing on quality investments (0:45). Dry bulk potential, Cmb.Tech a top pick for 2026, impact of geopolitical factors on shipping (4:30). Stock selection metrics (12:20). The role of dividends in shipping (15:10). Broad macro risks (16:45). Learning lessons, setting goals (22:20).

    Show Notes:
    In Shipping, Global Macro Matters More Than Ever
    Buy Cmb.Tech: Shipping Poised To Outperform Into 2026
    Why Dry Bulk Is A Top Pick In 2026

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    30 m
  • There is no streaming war

    There is no streaming war
    Dec 23 2025
    Streaming and media expert Dan Rayburn shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL and NFLX; streaming and sports (11:00). Appropriate metrics to use in this space (18:40). Brand and revenue: Apple, Google, Amazon, Disney, Netflix (27:40). What is TV? (45:00)

    Show Notes:
    Netflix Is Still King
    Streaming Media Blog

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    54 m
  • Unlocking dividend growth with The Dividend Kings

    Unlocking dividend growth with The Dividend Kings
    Dec 18 2025
    Scott Kaufman discusses leading The Dividend Kings, and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend stocks (5:00). Digging deeper into LyondellBasell, Dow, and Eastman Chemical Company (8:50). Dividend cut implications (11:40). Baby bonds and preferred securities (15:00). Market sentiment and interest rates (19:20).

    Show Notes:
    Realty Income: Undervalued, Underappreciated, And Unloved
    Regions Financial: 4.31% Yield With Big Dividend Growth

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    32 m
  • Steven Cress reviews his top 10 stocks for 2025

    Steven Cress reviews his top 10 stocks for 2025
    Dec 16 2025
    Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing his top 10 stocks for 2025, which returned 45.6% vs S&P 500's 17.6% (14:50). This is an excerpt from a recent webinar, Top 10 Stocks For 2025 -- Recap & Results.

    Show Notes:
    Steven Cress' Top 2025 Stocks
    Register for Top Stocks 2026

    Episode Transcripts

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    40 m
  • Keep it simple with bonds and ETFs

    Keep it simple with bonds and ETFs
    Dec 11 2025
    Rob Isbitts from Sungarden Investors Club on the S&P 500 sucking up all the air in the room and the top things he's thinking about (0:50). Building a bond ladder (3:10). Playing ETFs on offense and defense (9:00). The last few weeks have seen typical market behavior (26:45).

    Show Notes:
    Contrarian Plays And Real Asset Opportunities From Next Gen Investors
    How To Build A Bond Ladder That Beats The S&P 500 The Rest Of This Decade

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    36 m
  • Nvidia and the H200 landscape; Broadcom's strategic positioning

    Nvidia and the H200 landscape; Broadcom's strategic positioning
    Dec 10 2025
    How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00).

    Show Notes:
    Nvidia, AMD, Intel rise as Trump approves sale of H200 chips to China, asks for 25% cut
    Don't Fear AI Bubble, There Will Be Winners
    AI Spending Surge, Contrarian Take On Tech Stocks

    Episode Transcripts

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    23 m
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