Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.Transcripts: seekingalpha.com/author/investing-e...
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 ReportMargin of Safety Investing GroupBiotech Buying Opportunities; AI Pharma Revolution With Bhavneesh SharmaRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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7:59
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 PortfolioShow Notes:Markets And Dividend Investing Are Evolving - How To Take AdvantageLaunching Sungarden YARP Portfolio: Doing Dividends DifferentlyVerizon: Rumors Of Its Death Greatly ExaggeratedRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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41:02
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 upBlack Friday And The American ConsumerWhitestone REITRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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30:30
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 InvestingShow Notes:Stock Market Euphoria To $100,000 Bitcoin, What I Got Right And Wrong In 2024Here's Who Should Buy The Discount At Grayscale Bitcoin TrustRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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51:03
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 2024Top 10 Quant Stocks Of 2024: Up Over 120%AppLovin quant ratingsRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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