Industry expert Brad Thomas dives deep into real estate and the individual investor (1:00). Sound fundamentals and why it's time to own REITs (3:50). Cost of capital, interest rates and keen earnings focus; Brad's favorite picks (6:00). This is an excerpt from our recent webinar, Brad Thomas' REIT Playbook For 2024 (chock-full of informative charts)

Show Notes:
Attention REIT Shoppers: A Blue Light Special In The Cell Tower Sector
All Roads Lead To Prologis: Why We Love This Industrial Juggernaut
Earnings Determine Market Price In The Long Run
Emotions Determine Market Price (In The Short Run)
The Answer Is 7
The Answer Is 9

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All episode transcripts

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Energy expert Jennifer Warren on why U.S. oil and gas looks like a safe bet (1:30) recent industry M&A, sensible consolidation and correcting false narratives (12:40). This is an excerpt from U.S. Oil And Gas Echoes Macro And Geopolitical Environment (Video).

Episode transcripts

Show Notes
From FAANG To FANG?: Economic Clarity Sought (Video)
Market Celebrates Artificial Intelligence (Video)
Reset And Regenerate: Themes After The Fed Conference (Video)
Energy, Tech And AI: Use Cases And Markets
The Prize Of The Permian: Influencer Pioneer Natural Resources (Video)
Exxon confirms deal to buy Pioneer Natural Resources for $59.5B in stock
Chevron to buy Hess in $53B deal to boost production and free cash flow

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Courage & Conviction Investing details how you know you're in a small cap stock for the right reasons using Farmer Brothers (NASDAQ:FARM) as an example (0:45). Why he likes Red Robin Gourmet Burgers and binary bet, Yield10 Bioscience (6:30). This is an abridged version of our recent conversation 'Stay Hungry, Stay Foolish' Small Cap Strategies'.

Show Notes:
Red Robin: Another Beat And A Raise
Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction Investing
Red Robin Gourmet Burgers' Impressive Turnaround Momentum Could Torch The Shorts

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Episode transcripts

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Ian Bezek explains why he favors high moat companies (2:00), why alcohol stocks are interesting (5:20) Mexico's long-term story (6:40) Argentina always a trade, never an investment (12:10).

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Show Notes:
Grupo Aeroportuario del Pacífico: It's Time To Buy This Dip
Grupo Aeroportuario Del Sureste: New Tulum Airport Isn't A Major Competitive Threat
Mexican Stocks Hit 8-Year Highs, I Remain Bullish
McCormick Q1 Results: Slump Is Over, Shares Are A Strong Buy

Episode transcripts

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Jesse Redmond on why it makes sense to be cautiously optimistic about the cannabis industry (0:55), investors' risk appetites, timeframes and political catalysts (2:40). Will will see M&A in the space? (7:40) Unpacking cannabis ETFs (14:25). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast.

Episode transcripts

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CashFlow Hunter discusses regional banks' potentially problematic earnings and whether the Fed will be lowering interest rates aggressively next year. This is an abridged version of our recent conversation, Why CashFlow Hunter Remains Short 3M And Long Iris Energy.

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Episode transcripts

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Steven Cress, head of Quantitative Strategy at Seeking Alpha discusses his latest screen of the best dividend stocks for when the markets are sliding. We talk about why it's important to focus on dividend growth and safety (4:00), why dividend stocks are still attractive when money market yields are so high (7:55) and hone in on four stock picks (10:40).

Show Notes
Dive Into Dividends: 14 Must-Have Stocks When Markets Dip

Episode transcripts

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Don Durrett joins the show to discuss his approach to investing in gold, silver and mining stocks (1:45), why the macro picture supports gold (8:30) when owning ETFs make sense (12:35) what keeps him concerned about the sector (15:25) and why investors should be stacking silver (25:10).

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Transcripts on Seeking Alpha

Show Notes:
My Top 50 Optionality Plays For Gold And Silver Miners
Avino Silver & Gold Mines: A Highly Undervalued Mid-Tier Silver Producer
Launching Gold & Silver Mining Ideas: Long-Term Picks From The Precious Metals Mining Space
Best Of The Best List: My Favorite Gold And Silver Mining Stocks

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Shipping expert J Mintzmyer catches us up on the cyclical and fickle sector (1:00), why he likes tankers, specifically Scorpio (STNG) and Tsakos (TNP) (17:30), and how macro concerns are weighing on stocks (25:35).

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Transcripts on Seeking Alpha

Show Notes:
Why I Am Very Bullish On Selective Tanker Stocks
Top Picks For Today's Product Tanker Market
Webinar Replay: Supply Chain And Shipping Stocks For 2023
Free Webinar Video And Final Free Trial In 2023
Top Picks In Maritime Shipping

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Chris DeMuth Jr talks energy and why it's his biggest sector exposure (1:20), his thoughts on uranium's huge dry spells (15:20) and why he's bullish on SHF Holdings (22:45).

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Episode transcripts on Seeking Alpha

Show Notes:
Why Chris DeMuth Jr. Likes Activision, Oil & Gas + Innovate
Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.
Top Rated ETFs
Sifting The World Day One
Chris DeMuth Talks Cannabis, SAFE Banking + SHF Holdings

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