The MarketBeat Podcast

By MarketBeat.com

The MarketBeat Podcast features stock market and financial news with special guests from MarketBeat.com, and interviews with the top names in investing and trading the market hosted by Kate Stalter.... more

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FAQs about The MarketBeat Podcast:

How many episodes does The MarketBeat Podcast have?

The podcast currently has 52 episodes available.

The MarketBeat Podcast episodes:

October 25, 2022 3 Small Caps With Big Upside
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
...more
34min
October 18, 2022 Google, Amazon and Tesla, Why These 3 Big Stocks Are Likely to Move Higher
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
...more
31min
October 11, 2022 Down Market, Good Stocks, Southern Company, PepsiCo, Caterpillar
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
...more
26min
October 04, 2022 3 Stocks Growing Their Businesses for 2023
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
...more
28min
September 27, 2022 Fed Raises Rates: 3 Stocks to Watch Newmont Mining, Walmart, AMC
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
...more
28min
September 13, 2022 Do These Dividend Achievers Deserve A Place In Your Portfolio?
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
...more
33min
September 06, 2022 Stock Market, Bad News is Good News
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
...more
30min
August 30, 2022 The Time For Cloud Stocks May Be Now
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
...more
25min
August 23, 2022 Fantasy Football Strategy With Your Stock Portfolio
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
...more
31min
August 16, 2022 ESG - Profitably Invest Your Values
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
...more
29min

FAQs about The MarketBeat Podcast:

How many episodes does The MarketBeat Podcast have?

The podcast currently has 52 episodes available.