Quant titan Steven Cress shares his top stocks for 2025, beginning with Celestica (0:45). Intapp's very strong liquidity and balance sheet (3:00). Why Credo Technology Group Holdings is his number 1 pick (5:15). PEG and why not all metrics are created equal (9:30). Watch the full video here with slides.

Show Notes:
Top 10 Stocks For 2025
The Top AI Stocks For 2025

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Founder and CEO Tom Majewski from Eagle Point explains their two funds, Eagle Point Credit Company and Eagle Point Income Company (1:15). CLOs, CEFs, and what income investors should know (4:30). Lots of inflows into ETFs for CLOs. That will change (10:30). Historical distributions and cash flow (12:45). Eagle Point's 'quite interesting' portfolio (25:00). Contextualizing management fee structure (30:20).

Show Notes:
Eagle Point Credit 2024 Q3 Earnings Call Presentation
Steven Bavaria Takes Investors Inside The Income Factory
2008 Vs. 2022: The CLO Industry - Eagle Point Credit CEO Tom Majewski
Trinity Capital: An Asset Manager In BDC Clothing

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Shipping expert J Mintzmyer returns to update investors on his top stocks for 2025. Why invest in shipping? (1:45) Top tanker pick is International Seaways (15:15). Star Bulk Carriers, top dry bulk stock (25:40). Hedging geopolitical risks (34:00). Why ZIM is currently more of a trade than an investment (37:05). Watch the full video with slides.

Show Notes:
International Seaways: Tanker Market Updates, Seasonal Upside Ahead
Dry Bulk Market Update: Star Bulk Carriers Interview
J Mintzmyer's Note Of Caution On Shipping

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Why Kirk Spano sees Pfizer as one of the next big winners from AI and why he thinks investors should be selling cash secured puts. This is an excerpt from a recent episode.

Show Notes:
Pfizer Virtual Analyst Report
Margin of Safety Investing Group
Biotech Buying Opportunities; AI Pharma Revolution With Bhavneesh Sharma

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Rob Isbitts talks to Brian Bollinger about their shared focus on dividend income (0:50). How dividend investing has evolved and where it's going (9:00). Analyzing dividend safety, cuts (13:00). Verizon and why dividend growth investing is not fixed income (21:00). McDonald's, Walgreens and trusting what management says about dividend plans (23:00). Lowe's classic setup (28:20). Staying committed to a dividend portfolio (35:40).

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Show Notes:
Markets And Dividend Investing Are Evolving - How To Take Advantage
Launching Sungarden YARP Portfolio: Doing Dividends Differently
Verizon: Rumors Of Its Death Greatly Exaggerated

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Christine Mastandrea, COO of Whitestone, talks retail, interest rates and how it's affected the REIT sector (1:20). The death of retail has been greatly exaggerated (3:00). Geographic trends and gateway cities (6:00). Laddering out maturities, flexibility in navigating macro environment (13:40). Contextualizing WSR's dividend strength and growth (16:50). Strategizing for 2025 (19:05). The right REIT Metrics (23:00).

Show Notes:
Federal Reserve sees fewer rate cuts in 2025 with dot plot revised up
Black Friday And The American Consumer
Whitestone REIT

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Why Kirk Spano has been bullish - and successful - with the market and Bitcoin this year (1:05). Bitcoin ETFs, institutional adoption and selling options (13:55). Many economic positives, also many unknowns for 2025 (18:35). Cash secured puts and covered calls. Pfizer as an example (32:15). 

Kirk's Margin of Safety Investing

Show Notes:
Stock Market Euphoria To $100,000 Bitcoin, What I Got Right And Wrong In 2024
Here's Who Should Buy The Discount At Grayscale Bitcoin Trust

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2024 as an investing year, according to Steven Cress (1:15). Scoring top 10 picks of 2024 with Quant methods (7:30). Top performer AppLovin up YTD about 907%. Total return 155.7% (10:00). What happened with the list's underperformer, Dorian? (17:25). Magnificent 7 stocks past and future growth (23:00). (RSP) for 2025 (27:20).

Show Notes:
Top 10 Stocks For 2024
Top 10 Quant Stocks Of 2024: Up Over 120%
AppLovin quant ratings

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Jonathan Faison runs the ROTY Biotech Community. Why he's high on Tarsus Pharmaceuticals and his #1 holding, SpringWorks Therapeutics (0:30). Data risk for Ogsiveo and Mirdametinib (5:50). This is an excerpt from a recent episode.

Show Notes:
Biotech's Hidden Gems: Smart Strategies For A Challenging Market
SpringWorks Therapeutics Q3 2024 Earnings Call Transcript

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Courage & Conviction Investing shares why he finds Cineverse to be one of the most incredible micro-cap setups right now. This is an excerpt from a recent conversation.

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Show Notes:
Cineverse Q3 2024 Earnings Call Transcript
Cineverse Owns 'Terrifier 3' And Few People Have Connected The Dots
Cineverse Virtual Analyst Report

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