Investing with IBD
Investing with IBD
Nov 25, 2020
Ep. 89: Scott St. Clair: The Art Of Managing Winning Stocks Making Powerful Moves
Play • 59 min

Scott St. Clair of MarketSmith joined the podcast this week to discuss the current market action. He also explained why patience and imagination are important for managing winning trades. Plus, we take a look at several stocks, including recent IPOs: Snowflake (SNOW), Academy Sports (ASO) and Compass Pathways (CMPS). For the video version, show notes and charts, go to investors.com/podcast.

Alpha Trader
Alpha Trader
Seeking Alpha
Focusing on prices, not the news - J.C. Parets joins Alpha Trader
If you’re looking for a tonic to the ceaseless flow of (mostly) disturbing news on any number of fronts, than this week’s Alpha Trader podcast is for you. Host Aaron Task is joined by J.C. Parets, market technician nonpareil and chief market strategist at All Star Charts (co-host Stephen Alpher is out this week) .  His eye always on the price charts and never on the news flow, Parets remains bullish on stocks. To those who say the bull market needs a break, Parets would say there’s already been one, noting leading names like Apple, Microsoft, Amazon, Google, Facebook, and Alibaba are flattish-to-down (in some cases significantly down) since early September - that’s more than four months of lame performance. If you ask him for a price targets, Parets will say 38K, or nearly 25% upside on the Dow (DJI), and 4.5K, or about 20% upside on the S&P 500 (SP500). New information rolls in every day, however, and Parets won’t be afraid to change his opinion if the facts change. For now, he’s keeping his eye on the above-mentioned names, and is looking for those stocks to move to new highs to confirm his bullish case. And what might turn Parets bearish? Price signals of course … Treasury bonds outperforming stocks, a strong relative bid in consumer staples, widening credit spreads, a rollover in the aussie/yen currency cross, a deterioration in market breadth. At the moment, just the opposite of every single one of these bearish omens is happening, so Parets sees little reason not to stay long equities. Want another signal? Take a look at Deutsche Bank (DB). It’s been hitting new 52-week highs. If the world (and the S&P 500) is really about to fall apart, would this most risky and sclerotic of banks be breaking out to the upside? Hardly, says Parets. Turning to bitcoin (BTC-USD), Parets remains bullish, with $46K as his upside target. On the downside, he sees $30K as key support, and a sustained break below that level would be a sign of worse to come. As always, though, Parets is just looking at the charts, and isn’t treating bitcoin analysis any differently from that of stocks. He warns that once one begins buying into the religion status of bitcoin, they can no longer think rationally about the trade. Learn more about your ad choices. Visit megaphone.fm/adchoices
37 min
Let's Talk ETFs
Let's Talk ETFs
Seeking Alpha
Ain't Nothing But A 5G Thing: A Deep Dive Into The Top Performing 5G ETF (WUGI)
The focus of a multitude of conspiracy theories across the nether regions of the internet, the returns provided by playing the move to 5G have been anything but fake. According to Esoterica Capital CEO Bruce Liu, the move to 5G is not so much an upgrade to an existing tech cycle as a re-envisioning of the entire tech stack. Investors should take note when Liu discusses anything 5G-related: his firm's flagship ETF, WUGI, has doubled up on peers FIVG and NXTG since launching in late March, returning nearly 100%. Show Notes Show Notes 4:00 - What exactly is 5G? Defining the parameters of the conversation 9:15 - The 5G investing universe: Which sectors stand to benefit the most? 13:15 - "A re-envisioning of the entire tech stack": 5G, the Internet of Things, and autonomous driving 16:15 - Liar, liar, cellphone tower on fire: Why is there so much conspiracy thinking around the move to 5G? 20:00 - WUGI vs. FIVG vs. NXTG: In a space this fluid, does active trump passive? 29:30 - The move to 4G vs. to 5G: All in on the chipmakers (AMD) (QCOM) (TSM) (NVDA); avoiding the handset manufacturers (AAPL) (SSNLF) and networking players (NOK) (ERIC) this time around 38:30 - What's WUGI's research and stock selection process? 43:00 - A word on position sizing 45:15 - How "active" is WUGI? Reviewing annual turnover 50:00 - What are large FAANG type stocks like Netflix (NFLX) and Facebook (FB) doing in the portfolio? 55:00 - A name in the portfolio that will drive performance in the coming year: Meituan (MPNGF) Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 6 min
Top Traders Unplugged
Top Traders Unplugged
Niels Kaastrup-Larsen
124 Systematic Investor Series ft Jerry Parker– January 24th, 2021
Turtle Trading legend Jerry Parker joins us today to discuss why smart people often struggle with systematic investing, the benefits of non-predictive investment strategies, what changes Jerry would make to Richard Dennis and William Eckhart’s original Turtle Trading rules, why predefined trade exits are good for your mind-state, why Trend Following strategies are so suited to unexpected market events, the importance of sticking to the core principles when applying a Trend Following system, whether Trend Following traders should have learned anything from the markets in 2020, why you should take as little as possible from a backtest, and what having a robust portfolio actually means. If you would like to leave us a voicemail to play on the show, you can do so here. Check out our Global Macro series here. Learn more about the Trend Barometer here. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book "The Many Flavors of Trend Following" here. Send your questions to info@toptradersunplugged.com Follow Niels & Jerry on Twitter: @TopTradersLive  & @RJParkerJr09 And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast. Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆 Episode Summary 0:00 - Intro 1:41 - Macro recap from Niels 3:54 - Weekly review of returns 52:18 - Q1; Zack: Are there any known Trend Following strategies that increase position sizes as volatility increases? 57:55 - Performance recap 1:21:21 - Recommended listening or reading this week: Paul Singer on the End Game Podcast with Grant Williams, Corey Hoffstein on Bloomberg's Odd Lots Podcast & Jack Schwager on The Derivative Podcast Subscribe on:
1 hr 2 min
The Intelligent Investing Podcast
The Intelligent Investing Podcast
Eric Schleien
#132: Brian Balbirnie, Founder/CEO of Issuer Direct
Summary In this episode, I sit down with Brian Balbirnie who is the Founder & CEO of one of my favorite microcap companies, Issuer Direct. For those interested, a few years ago, I sat down with Travis Wiedower where we discussed the company. This episode is also available on YouTube. About Eric Schleien Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry. Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less. Eric currently resides in Philadelphia, PA. Help Out The Podcast If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page! You can subscribe to the podcast on the following platforms: * Apple Podcasts * Stitcher * TuneIn * Spotify * Podbean * iHeart Radio * YouTube CONTACT ERIC SCHLEIEN Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram Email: IntelligentInvesting@gmail.com
41 min
Stansberry Investor Hour
Stansberry Investor Hour
Stansberry Research
What's Wrong With the Hedge Fund Industry?
Despite the multitude of problems facing our country, stocks keep moving higher and higher, leading more people to question if we're currently in a bubble. This leads Dan to explore two important questions. What do you do with your money when you know you're in a bubble? And what do you do if you know that bubble can last for years before popping? Then Dan invites Andrew Beer, Managing Member at Dynamic Beta Investments, on to the show to answer some questions about the world of hedge funds. Andrew joined the hedge fund industry in 1994 as a portfolio manager at Baupost for the legendary Seth Klarman. In recent years, Andrew's focus has been on how the hedge fund model can be improved based on liquidity, access, and cost perspectives. Dan and Andrew discuss his start in the industry and how things have changed over the past 3 decades. Andrew shares some of the reasons hedge funds have declined in popularity over the years.... and how his firm, Dynamic Beta Investments, is looking to change that. And finally, on this week's mailbag quite a few listeners write in to give their perspective on what living through a coup is really like. Some agree with Dan while some others take exception with how Dan spoke about the situation. One even accuses Dan of being a Trump cultist! Listen to Dan's fiery rebuttal to this email and more on this week's episode. Interested in more from Stansberry Research? Check out the American Consequences podcast here: https://podfollow.com/americanconsequences
1 hr 19 min
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