Investing Experts

Seeking Alpha
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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Transcripts: seekingalpha.com/author/investing-experts-podcast

  1. 4D AGO

    Steven Cress' top 10 stocks for 2026

    Seeking Alpha's Head of Quantitative Strategy, Steven Cress, reviews the year that was and lays out his top 10 picks for 2026. This is an excerpt from our live event, Top 10 Stocks For 2026! Show Notes: Alpha Picks Steven Cress' Top 2025 Stocks Steven Cress Reviews His Top 10 Stocks For 2025 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    44 min

  2. JAN 12

    Chris DeMuth Jr. shares some stock picks

    Chris DeMuth Jr. discusses value investing and his top thoughts for the new year (0:25). 2 picks: Willis Lease and FTAI Aviation (3:00). Relevant risks and metrics (6:50). California First Leasing possibly misunderstood (9:15). Gambling and activist investing (12:20). Healthcare and AI (35:50). Show Notes: Sifting the World California First Leasing Year-End Review CoreWeave: Core Needs A Collar Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    46 min

  3. JAN 8

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

    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 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    41 min

  4. JAN 7

    Quant Q&A with Steven Cress

    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 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    19 min

  5. JAN 4

    Shipping market insights for 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 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    30 min

  6. 12/23/2025

    There is no streaming war

    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 Read our transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    54 min

  7. 12/18/2025

    Unlocking dividend growth with The Dividend Kings

    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 Read Our Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    32 min

  8. 12/16/2025

    Steven Cress reviews his top 10 stocks for 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 For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    40 min
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4.6
out of 5
63 Ratings

About

Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Transcripts: seekingalpha.com/author/investing-experts-podcast

Information

  • Creator
    Seeking Alpha
  • Years Active
    2022 - 2026
  • Episodes
    327
  • Rating
    Clean
  • Copyright
    © Copyright Seeking Alpha
  • Show Website
    Investing Experts

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