The MarketBeat Podcast

This week, Kate sits down with Jason Brown of The Brown Report. Jason is an expert stock-and-options trading coach, and he shares his thoughts on what is driving the market now, and how listeners can approach their investing and trading decisions.

Companies that profited from the stay-at-home play pulled forward 10 years of revenue and earnings in one year.

How does that bode for these companies now?

How will rising costs factor into companies’ earnings?

How can you use a call option strategy - along with puts - to express a bullish investment thesis?

How Jason uses charts to determine whether a stock is getting technical support and may be a buy

Should you trade and invest differently? How do fundamentals factor in? How should pending news affect your strategy?

How should you treat earnings reports if you own a stock?

How Jason uses put options as insurance when he owns a stock

How can short-term trading affect your financial position. Jason gives us a specific example of how a trade allowed

When Jason takes a calculated risk to hold a trade through earnings

How Jason diversifies by strategy, not necessarily by sector and industry

How can you factor the times you’re wrong into your investing and trading strategies?

Stocks mentioned in this episode

Microsof (MSFT)

Where to find Jason:

TheBrownReport.com

Instagram: BrownReport

YouTube: https://www.youtube.com/c/Thebrownreport

https://www.marketbeat.com/subscribe/subscribeallaccess.aspx

This podcast is hosted by ZenCast.fm

This week, Kate welcomes back repeat guest, MarketBeat contributor Chris Markoch.

Chris tells us about three U.S. stocks that he believes will continue to show strength, regardless of what is going on in the economy.

Walmart: Hired the former CFO of PayPal. What does this mean for Walmart’s digital transaction initiatives?

Will this mean synergies with PayPal?

What is Walmart doing in the area of health care?

Nucor: What is going on with a stock with a low P/E ratio that’s also trading at new highs?

How will the Russia/Ukraine war affect Nucor’s pricing power and revenue growth?

Why investors should wait until after Nucor reports earnings to make any kind of trade

Camping World: Is the stock undervalued at the moment?

How the stock is performing relative to 2020, when outdoors activities became popular in the early days of the pandemic?

How demand for RVs is affecting Camping World

How should investors analyze Camping World’s technicals and indicators when considering a buy?

Stocks mentioned in this episode

Walmart (WMT)

How to find Chris

Twitter: @CTMcopywriter

LinkedIn: https://www.linkedin.com/in/christophermarkoch/

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

David Auerbach is an investor in the red-hot housing market. Only active pure-play residential ETF. There are many residential ETFs, but David’s takes a unique approach, that eliminates the “noise” contained by ETFs that track companies like self-storage units or big-box home improvement stores.

In this episode, Kate and David discuss:

-What growth thesis is David’s ETF based on?

Stocks mentioned in this episode

Mid America Apartment Communities (MAA)

The Home Appreciation U.S. REIT ETF (HAUS)

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

Today, on The MarketBeat Podcast, Kate’s guest is Jon Wolfenbarger, founder of Bull And Bear Profits. They discuss:

How does Jon use economic and value metrics, sentiment indicators, and technical trend indicators to evaluate how to invest in a bull or bear market?

How to beat the market substantially in a bull market?

What simple asset-class switch works in most (but not all) bear markets?

Are we in an investing period similar to the 1970s?

What is the best way to use inverse ETFs to protect your capital and book profits during a bear market?

What moving averages does Jon use to help with buy and sell decisions?

What is Jon’s formula to use indicators to make a profit during a longer bear market - instead of losing money in a downturn?

What does Jon’s indicator show the S&P 500 will be doing in 12 years?

Is there an asset class that looks cheap right now, that offers future potential in a bear market?

Are there any defensive stocks that may be less impacted by a bear market?

Why it’s important to learn when a bull market begins and ends.

ProShares Ultra QQQ (QLD)

ProShares Short S&P 500 (SH)

ProShares Short QQQ (PSQ)

ProShares K1 Free Crude Oil (OILK)

Halliburton (HAL)

Triton International (TRTN)

Devon Energy (DVN)

Molina Healthcare (MOH)

www.bullandbearprofits.com

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This podcast is hosted by ZenCast.fm

Kate Stalter welcomes back MarketBeat contributor Chris Markoch. Chris is a regular visitor to the podcast and brings a keen eye for the characteristics of leading stocks.

Is the market telling us that premium brands, with competitive advantage, are worth higher valuations?

What is the forecast for NKE? Why does Chris see strength in this stock?

Are analysts rethinking their price targets on some of these premium brands with growth characteristics?

What is the consensus price target on NKE?

Are athletic clothing makers trading somewhat in tandem?

How will Starbucks employees' unionization efforts affect that company’s stock?

Despite all the naysayers, why does Starbucks continue performing well, over time?

How do the analysts view the stock?

Are rising gas prices resulting in a sales boom for electric vehicles?

Is a slower growth theme affecting shares of Chinese EV maker NiO?

How is Nio developing its own solution to the question of EV battery charging?

How does NIO’s business case differ from Tesla’s?

Sam Quirke: Is Nike The Buy Of The Year? https://www.marketbeat.com/originals/is-nio-nyse-nio-the-buy-of-the-year/

Stocks mentioned:

NKE

How to find Chris

Twitter: @CTMcopywriter

LinkedIn: https://www.linkedin.com/in/christophermarkoch/

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

This week, Kate’s guest is Tommy Mancuso, Founder of the BAD Investment Company.

The B.A.D. ETF (BAD) is a large cap fund designed to track the EQM BAD Index, which tracks price movements of a portfolio of U.S. listed companies with exposure to the following B.A.D. market segments: Betting, Alcohol, Cannabis, and Drugs (Pharmaceuticals and Biotechnology).

What is the origin of the BAD acronym for the ETF? Why does Tommy see growth opportunities in the fund’s sectors?

Why does the fund include both growth and value styles?

Why Tommy feels strongly that tech should not be investors’ only growth positions

How are the gaming stocks in Tommy’s portfolio faring in the current environment?

How will rising interest rates and inflation affect the casino stocks?

Why are some gaming stocks holding up better than others?

What is Tommy’s investment time horizon?

How are online gaming stocks performing vs. brick-and-mortar casino stocks? What is the potential there?

Is there value in stocks with strong growth prospects, relative to where they are trading now?

Why the alcohol industry has been under some pressure in the past few months

Were some product launches not as successful as expected?

How are alcohol stocks doing now that restaurants, bars, stadiums and other out-of-home venues are fully open?

Why the big alcohol brands have the scale to grow even further when it comes to product innovation

How do the pharmaceutical stocks in the BAD portfolio lend balance and diversification?

What type of pharma company does the fund focus on?

What has sparked some of the volatility in pharma stocks?

https://badinvestmentco.com/

Stocks mentioned in this episode:

Penn National Gaming (PENN)

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

This week, Kate’s guest is Sean O’Hara, President at Pacer Financial, which manages a number of ETFs representing various asset classes, regions and investment themes. Sean talks specifically about the Pacer US Cash Cows 100 ETF (COWZ), which uses free cash flow yield to identify companies with strong potential. This approach has worked out well recently, with the fund returning 43% in 2021, vs. the S&P’s return of 26.44%.

Sean also discusses the characteristics of specific stocks within that portfolio.

Topics discussed include:

-High free cash flow yield- what is it, how is it calculated, and why does Sean like that as a mechanism to evaluate top-performing stocks

How Sean’s company’s ETF, COWZ, identifies companies with high free cash flow yield

What has changed since Fama and French won their Nobel Prize in economics, and why investors should look at different fundamental metrics than they did a few decades ago?

Why so many companies today are valued with intangible, rather than tangible, assets.

What sectors is Sean increasing exposure to, given the current broad market environment, as well as high inflation?

How Sean’s approach resulted in a 43% return last year, with the P/E ratio never going above 13. That means the stocks he’s buying are cheap relative to their peers, on a free cash flow yield basis.

What sectors is Sean’s fund overweight right now?

What traditional dividend-paying sector does Sean’s fund typically avoid?

Which old-line materials and commodities stocks fit the fund’s screening criteria, and have been strong performers lately.

Why the war in Ukraine is boosting performance in one of Sean’s portfolio companies

Why a stock long considered a tech growth stock is now a value play, based on its multiples.

How Sean adds money-making stocks at a discount.

Why McDonald’s a few decades ago is a template for other companies’ slowing growth today.

How an old-school tech company in Sean’s portfolio is reinventing itself in the era of cloud computing.

Stocks mentioned:

Discovery (DISCA)

Meta (FB)

IBM (IBM)

Intel (INTC)

Moderna (MRNA)

Ford (F)

CBS Viacom (Paramount Global) (PARA)

US Steel (X)

Archer Daniels Midland (ADM)

ETF:

Pacer US Cash Cows 100 ETF (COWZ)

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

MarketBeat’s own Chris Markoch is back as a guest, and he and Kate discuss three stocks that Chris sees as having potential for your watch list, even during the market downturn.

How are inflation and supply-chain issues now affecting the dollar stores, just like other retailers?

What strategy does Dollar General use to attract customers from a targeted area?

Can strong revenue growth at Dollar Growth translate to the bottom line?

Why is Intuitive Surgical on the rise again, after the pandemic interrupted its growth?

Why it’s been a big winner after the market rebounded from the pandemic-driven downturn in 2020

Is Intuitive Surgical overvalued, relative to its forward-looking revenue and earnings?

Does Chris use price targets in his analysis?

Why is Shopify still a strong stock, despite some analysts lowering their price targets?

What does it mean now that easy year-over-year growth comparisons are in the past?

Why it’s time to watch the stock’s chart to see if it’s getting a base of support

Stocks mentioned:

Dollar General (DG)

Find Chris at MarketBeat: https://www.marketbeat.com/authors/chris-markoch/

Or on Twitter: @CTMCopywriter

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

This week, Kate sits down with stock trader Phil Newton, who outlines his swing-trading process using moving averages, and explains why he likes to keep his process simple. He also explains why he ignores news events, preferring to focus just on the charts.

-Why Phil is agnostic to economic new, the Federal Reserve and fundamental factors, and focuses on technicals

Stocks mentioned in this episode:

LNG - Cheshire Energy

How to access Phil’s chart setups:

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm

This week, Kate Stalter sits down with Kevin Kelly, CEO and founder of Kelly ETFs, which operates three thematic ETFs. Thematic ETFs are poised to become more important vehicles for accessing subindustries in very targeted ways that are not possible with broad sector funds.

What does the next phase of the “intelligence revolution” mean for investors?

What opportunity does Kevin see in the next generation of health care technology?

What is the potential in CRISPR and gene editing, fixing DNA to cure rare diseases?

Why Kevin has been following this space for more than a decade, and decided to launch a CRISPR gene editing fund, after learning of successful results with this technology.

Why one of Kevin’s portfolio holdings trades idiosyncratic to the market, and why that means it has so much potential.

Why are hotels a great barometer of the economy as Americans are splurging again on travel and experiences after the pandemic?

Why the supply-and-demand equation in the hotel industry leads to a compelling investment thesis.

How is remote work boosting one of the stocks in Kevin’s portfolio?

What factors are driving long-term potential in the residential real estate market?

Stocks and ETFs mentioned in this episode

Intellia Therapeutics (NTLA)

Regeneron (REGN)

Marriott International (MAR)

Hilton Worldwide Holdings (HLT)

AirBnb (ABNB)

Invitation Homes (INVH)

Kelly CRISPR & Gene Editing Technology ETF (XDNA)

Kelly Hotel & Lodging Sector ETF (HOTL)

Kelly Residential & Apartment Real Estate ETF (RESI)

Learn more about the Kelly ETFs: https://www.kellyetfs.com/

Links mentioned in this episode:

This podcast is hosted by ZenCast.fm