Investing Experts

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Investing Experts

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. HACE 20 H

    Eagle Point Credit CEO Tom Majewski on funds and income

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

    41 min

  2. HACE 5 DÍAS

    Charting the course in shipping with J Mintzmyer

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

    41 min

  3. 30/12/2024

    Pfizer: one of the next big AI winners

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

    8 min

  4. 26/12/2024

    Dividend investing by hand with Brian Bollinger and Rob Isbitts

    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). Subscribe to Sungarden YARP Portfolio 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 Read the transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    41 min

  5. 23/12/2024

    Whitestone REIT: retail has finally right sized

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

    31 min

  6. 18/12/2024

    Kirk Spano on bitcoin, options selling and a choppy 2025

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

    51 min

  7. 17/12/2024

    How Steven Cress' top 10 2024 picks have fared

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

    30 min

  8. 15/12/2024

    Tarsus Pharmaceuticals & SpringWorks Therapeutics: Jonathan Faison's top 2 picks

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

    7 min
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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

Información

  • Creador
    Seeking Alpha
  • Años de actividad
    2022 - 2025
  • Episodios
    232
  • Clasificación
    Apto
  • Copyright
    © Copyright Seeking Alpha
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    Investing Experts

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