Schwab Network
4,326 episodes - English - Latest episode: 14 days ago - ★★★★★ - 23 ratingsSchwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. ©2024 CSMPC. All rights reserved.
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Episodes
SmartRent (SMRT) Begins Trading Today On The NYSE
August 25, 2021 22:08 - 5 minutes - 52.4 MBSmartRent (SMRT) executes installations for both new construction and retrofitted properties and it began trading today on the NYSE It also completed a business combination with Fifth Wall Acquisition Corp. Lucas Haldeman, CEO of SmartRent, joins Nicole Petallides to discuss the company. SmartRent has received approximately $450M in cash transactions and its total addressable market is approximately 43M units in the U.S. Tune in to find out more.
AgileThought (AGIL) Completes SPAC Merger Valued At $91.5M
August 25, 2021 21:21 - 6 minutes - 61.6 MBAgileThought (AGIL) went public Tuesday after completing SPAC merger with LIV Capital. This SPAC merger is valued at $91.5 million. AgileThought is a global provider of digital transformation services, custom software development and next-gen technologies. Manuel Senderos, CEO of AgileThought, joins Oliver Renick to discuss the merger and what’s next for the company. Tune in to find out more.
Current State Of The Market & Stock Picks: INMD, SWAV
August 25, 2021 20:16 - 7 minutes - 61.4 MBThere is a positive market outlook, although September can be a very tough month, says Wayne Kaufman, Chief Market Analyst at Phoenix Financial Services. He assesses the current state of the market as the S&P 500 and NASDAQ-100 continue to make new highs. He also goes over his stock picks which include InMode (INMD) and Shockwave Medical (SWAV). Tune in to find out more.
Peloton (PTON) Earnings Preview: Sales Will Likely Grow 50%
August 25, 2021 20:09 - 6 minutes - 56.5 MBPeloton (PTON) earnings are going to be released Thursdays, August 26th, postmarket. Ken Leon, Global Director of industry and Equity Research at CFRA, and John Staszak, Securities Analyst at Argus Research, discuss a preview of these earnings. CFRA has a buy rating and a $150 price target on Peloton. Argus also has a buy rating and $120 price target on Peloton. The CFRA Peloton Report projects that sales will grow at 50% CAGR between FY20 and FY24. Tune in to find out more.
Blend (BLND) CEO On Serving Top Financial Services Firms
August 25, 2021 20:06 - 7 minutes - 103 MBBlend (BLND) provides a cloud-based software platform for financial services that focuses on mortgage lending. Nima Ghamsari, Co-Founder and Head of Blend, gives an overview of the company. It has nearly $1.4T in lean volume processed in 2020, and its 2Q banking transaction volume of over 520,000. Blend also now serves 32 of the top 100 U.S. financial services firms by assets under management. Tune in to find out more.
Markets Outlook Ahead Of Tomorrow's Jackson Hole Symposium
August 25, 2021 19:39 - 5 minutes - 64.2 MBWe will have to see if this year’s symposium offers any monetary surprises, says Jill Malandrino, Global Markets Reporter at NASDAQ. She discusses the S&P 500 and NASDAQ-100 hitting new intraday highs and the virtual Jackson Hole Symposium which is to begin tomorrow. She also talks about how tech executives are to meet with President Biden to discuss cybersecurity. Tune in to find out more.
Applovin (APP) CEO With A Company Overview
August 25, 2021 17:37 - 10 minutes - 111 MBAppLovin (APP) is a software solutions provider for mobile applications. Adam Foroughi, Founder and CEO of AppLovin, gives an overview of the company. AppLovin went public in 2021 and completed a $1B acquisition of Adjust in February 2021. Its stock hit highs above $90 on June 18th, and its 2Q revenue came in at $668.8M versus the prior year’s revenue of $293.3M. USB maintains a buy rating on AppLovin with an $80 price target. Tune in to find out more.
Why Nordstrom (JWN) Is Sinking Despite Posting 2Q Profit, Higher Sales
August 25, 2021 17:35 - 5 minutes - 52.2 MBStephanie Wissink explains Nordstrom stock significant move to the downside following its second quarter report. Despite lifting its full-year guidance, the department store warned that its cost pressures are expected to continue. Wissink notes that Nordstrom's anniversary sale occurring at the end of the quarter can lead to weakness, in addition to the unique cohort the company targets relative to its peers.
Futures Relatively Flat After NASDAQ Closes Above $15,000
August 25, 2021 17:34 - 7 minutes - 81.2 MBThe combination of falling prices and a softening backwardation is consistent with a late-cycle breakdown in oil prices, says Fiona Boal, Global Head of Commodities at S&P Dow Jones Indices. She reviews crude oil (/CL) in relation to the dollar (/DX), as well as the China crackdown effects on iron ore. She talks about futures being relatively flat after the NASDAQ closes above $15,000. Tune in to find out more.
Preparing Your Long-Term Portfolio For Headwinds
August 24, 2021 22:26 - 5 minutes - 57.6 MBConsider investments that have paid consistent dividends for years/decades, says Arwen Becker, Owner at Becker Retirement Group. She discusses preparing your long-term portfolio for headwinds, as well as strategies to navigate market volatility. Tune in to find out more.
Overlooked Stocks: URBN, INTU, TOL
August 24, 2021 22:23 - 11 minutes - 105 MBUrban Outfitters’ (URBN) 2Q total company net sales increased 14.1% compared to six months which ended July 21, 2019 and is one of George Tsilis’ overlooked stocks. The next overlooked stock is Intuit (INTU) whish sees a fiscal year revenue of $11.05B - $11.2B. Finally, Toll Brothers’ (TOL) earnings were released today, August 24th and its revenue came in at $2.26B versus an estimated $2.22B. Tune in to find out more.
Outlook For U.S. Housing Market Amid Positive Data
August 24, 2021 22:22 - 9 minutes - 227 MBBattling high material and labor costs as well as supply chain issues, home builders have added more supply to the sky-high demand within the U.S. housing market. July's figures for new home sales came in at a higher-than-expected 708 thousand on Tuesday, Aug. 24, 2021, which is a welcome reversal from June's 6.6 percent monthly drop. Housing industry experts Rob Urban and David Berson join Nicole to discuss the state of the U.S. housing sector on the back of positive data.
Investing In IPO Based ETFs: FPX, FPXE
August 24, 2021 19:27 - 6 minutes - 63.7 MBThe market is making new highs following Monday’s rally. Dr. Josef Schuster, Founder of IPOX Schuster LLC, discusses this, as well as examining the IPO market. He says that the IPO market generally looks quiet at the moment. He also talks about investing in IPO based ETFs, specifically mentioning First Trust Exchange Traded FD US EQTY OPPT ETF (FPX) and First Trust Exchange Traded Fund 2 IPOX Europe EQ ETF (FPXE). Tune in to find out more.
Renew Power (RNW) Begins Trading On NASDAQ Today
August 24, 2021 19:20 - 5 minutes - 60.3 MBRenew Power (RNW) is a renewable energy company with a leading position in India. Sumant Sinha, Founder, Chairman, and CEO of Renew Power, discusses Renew Power as it begins trading today on the NSADAQ under the ticker symbol RNW. Renew Power currently operates more than 100 utility scale projects spread across 8 states in India. The company also has utility scale wind, utility scale solar, utility scale firm power, and distributed solar energy. Tune in to find out more.
Xos Inc. (XOS) CEO On Going Public Via SPAC Merger
August 24, 2021 16:16 - 10 minutes - 150 MBNew concept: Fleet as a Service. On the heels of XOS making its Nasdaq debut, Xos Trucks CEO Dakota Semler shares how his company is built to stand out in the market of EV delivery vehicles and how the partnership with FedEx is driving business.
The Impact Of Delta Variant On Labor Force Recovery
August 24, 2021 15:04 - 5 minutes - 58.9 MBDave Nadig, Director of Research at ETF Trends, discusses the impact of the delta variant on labor force recovery. He talks about health care stocks, including Johnson & Johnson (JNJ), UnitedHealth Group (UNH), Merk (MRK), Pfizer (PFE), and Abbott Laboratories (ABT), as well as big bank stocks Bank of America (BAC), CitiGroup (C), JPMorgan Chase (JPM), Goldman Sachs (GS), and Wells Fargo (WFC). He also mentions Proshares Trust Long Online SHRT ETF (CLIX). Tune in to find out more.
Overlooked Stocks: BYSI, ETWO, DY
August 24, 2021 12:46 - 12 minutes - 149 MBBeyondSpring (BYSI) develops cancer therapies and is one of George Tsilis’ overlooked stocks. BeyondSpring has jumped over 13% in Monday trading. The next overlooked stock is E2open (ETWO) which offers supply chain management software and is up over 12% in Monday trading. Finally, Dycom Industries (DY) provides telecom and utilities engineering services. Wells Fargo has upgraded Dycom Industries to overweight from equal-weight. Tune in to find out more.
Stocks To Watch: Kellogg (K) & Merck & Co. (MRK)
August 23, 2021 21:15 - 6 minutes - 70.6 MBJohn Cunnison, CFA, Vice President and Chief Investment Officer at Baker Boyer, discusses areas of opportunity in the markets. He talks about two of his stocks to watch which include Kellogg (K) and Merck & Co. (MRK). He also mentions Select Sector SPDR Trust SBI CONS STPLS ETF (XLP). Tune in to find out more.
Alphabet (GOOGL) Hits 52-Week High: Energy Stocks & More
August 23, 2021 21:12 - 11 minutes - 107 MBAlphabet (GOOGL) hits 52-week high at $2817.49. Tom O’Brien, CEO of TFNN, discuses the markets adding on the Friday’s gains. He mentions the U.S. dollar index futures (/DX) and the S&P 500 leaders and laggards. He also talks about Amazon’s (AMZN) shares being relatively flat year-to-date and Crude Oil (/CL) rally lifting energy stocks. Tune in to find out more.
Factors Driving Cloud Stock Performance: NOW, CRM
August 23, 2021 21:01 - 5 minutes - 58.2 MBDan Romanoff, Equity Analyst at MorningStar, discusses market conditions for cloud stocks. MorningStar gives ServiceNow (NOW) 3 stars and a $360 price target and SalesForce (CRM) 4 stars and a price target of $273. He also talks about factors driving cloud stock performance. Tune in to find out more.
Assessing Market Reaction To FDA Approval Of Pfizer Vaccine
August 23, 2021 20:53 - 6 minutes - 162 MBBen Emons says the FDA approval of Pfizer's Covid-19 makes for a confident outlook and has provided a lift to the markets. FDA approval may also help breach the political divide over the vaccine uptake and reluctance. Ben also sees the industrial and retail sectors benefiting from the the most recent vaccine news news. In terms of QE tapering, Ben does not expect a decision during the upcoming Jackson Hole symposium, but rather more information in the coming months closer to the end of...
Headwinds And Tailwinds To The Market: BURL, COOK, ANF
August 23, 2021 20:51 - 7 minutes - 88.3 MBTelsey Advisory Group raised its price target on Burlington (BURL) to $400 from $380. Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, discusses headwinds and tailwinds to the market. She mentions Burlington, Traeger Inc. (COOK), and Abercrombie & Fitch (ANF). Telsey Advisory Group has an outperform rating and $55 price target on Abercrombie & Fitch. Tune in to find out more.
Wedbush's Neutral Rating, $125 Target On Dick's Sporting Goods (DKS) Ahead Of Earnings
August 23, 2021 15:49 - 4 minutes - 63 MBSeth Basham previews Dick's Sporting Good ahead of its quarterly report on Wednesday. He breaks down Wedbush's neutral rating on the company, as they see more upside than downside risk for the 2Q results. He highlights a strong housing market, demand for innovative technologies, improving inventory positions and inflation as factors that could drive comps.
The Markets Are In A "Pause That Refreshes" - VCYT, CSTL, VRAY
August 20, 2021 21:20 - 6 minutes - 66.5 MBThe markets in a “pause that refreshes” and diversification is the new normal, says Nancy Prial, CFA, Co-CEO, and Senior Portfolio Manager at Essex Investment Management. She discusses why the markets may be due for a correction. She also states that the first half of the year is starting strong which is driven by earnings growth. She then talks about her health care stock picks Veracyte (VCYT), Castle Biosciences (CSTL), ViewRay, Inc. (VRAY), Cosmo Pharmaceuticals (CSMO), and Meritor (MTO...
Deere (DE), Tesla (TSLA), Nvidia (NVDA) Earnings: $1.667B
August 20, 2021 21:18 - 7 minutes - 63.6 MBDeere (DE) reports a 3Q net income of $1.667B, as its earnings were released today. Don Kaufman, CO-Founder of TheoTrade, discusses Deere, Tesla (TSLA), and Nvidia (NVDA). Tesla’s 1H21 sales in California rose 50.8% year over year and Nvidia has agreed to purchase Arm from SoftBank for $40B in 2020. Tune in to find out more.
Stock Picks: ROKU, BA, SBUX, UPS
August 20, 2021 20:02 - 7 minutes - 103 MBRoku (ROKU) is a company that has become a new dominator, says Aquiles Larrea, CEO of Larrea Wealth Management. He discusses stocks that he likes. These stocks include, Boeing (BA), Starbucks (SBUX), whose net revenue is up $7B in the last quarter, Roku, and the United Parcel Service (UPS). He also says that UPS has sound infrastructure and its stock price reflects that. Tune in to find out more.
Opportunities In FAANG Stocks: Why Netflix (NFLX) Is The Riskiest FAANG Stock
August 20, 2021 19:59 - 7 minutes - 95 MBIs this a good time to buy the dip on Amazon (AMZN)? Dryden Pence, Chief Investment Officer at Pence Capital Management, and Doug Astrop, Managing Partner at Exponential Investment Partners, discuss this, as well as opportunities in FAANG stocks. They also talk about regulatory risks for FAANG stocks and why Netflix (NFLX) is the riskiest FAANG stock. Tune in to find out more.
The Delta-Variant's Impact On The Airline Sector
August 20, 2021 18:52 - 5 minutes - 49.7 MBWe expect air travel to continue to be strong, says Tim Lesko, Partner at Granite Investment Advisors. He discusses the Covid-19 delta variant impact on the airline sector and the airlines best positioned for the near-term, mentioning American Airlines (AAL) and Alaska Air Group (ALK). He also talks about how the airline sector has fallen 25% since its high on March 18th, as well as debt concerns for the airline sector. Tune in to find out more.
Reasons For Caution In The Tech Sector: /BTC, TSLA, CVX
August 19, 2021 22:19 - 6 minutes - 65.5 MBBeware “the holy trinity” of tech: Bitcoin (/BTC), Tesla (TSLA), and Ark Funds, says Victoria Greene, Founding Partner and Portfolio Manger at G-Square Private Wealth. She discusses the reasons for caution in the tech sector, as well as the outlook for bitcoin futures. She also talks about her stock pick, Chevron (CVX). Tune in to find out more.
Bowlero Corp. Expected To Go Public In October
August 19, 2021 22:17 - 6 minutes - 90.9 MBBowlero Corp. operates over 300 bowling centers across North America, and is expected to go public in October 2021 after completion of SPAC merger with ISOS Acquisition Corp. Bowlero Corp operates approximately 300 bowling centers in North America, and Bowlero recently completed an acquisition of Bowl America in transaction with approximately $44 million. Brett Parker, President and CFO of Bowler Corp. joins Oliver Renick to discuss the merger, as well as the outlook for the company. Tune ...
Examining the Fintech Space: PYPL, SQ, V
August 19, 2021 20:00 - 7 minutes - 82.8 MBFears of the Delta variant of COVID-19 have crimped recent consumer spending data as well as weighed on financial markets. The fintech space made up PayPal (PYPL), Square (SQ) and traditional payment stocks like Visa (V) is closely tied to consumer spending and has also seen a pullback. Fintech industry experts Matt Maley and Dan Dolev further discuss the catalysts for the dip in payment stocks as well as point out important technical levels to watch on individual stocks.
Restaurant Industry: Chipotle & Starbucks Stocks
August 19, 2021 19:18 - 5 minutes - 46.1 MBResearch analyst at Cowen Andrew Charles is bullish on restaurants. Charles says the fears surrounding the Delta variant of COVID-19 will be short-lived, which will allow the reopening stocks including restaurant chains to continue to benefit from economic reopening across the U.S. Two stocks on his watch list are Chipotle Mexican Grill (CMG), which Charles says investors are broadly positive on, and Starbucks (SBUX).
Potential Inflation Risk To The Market & Are China Stocks Still A Good Investment?
August 19, 2021 19:09 - 5 minutes - 55.7 MBS&P earnings are coming in much stronger than expected, says Adam Lampe, CEO and Co-Founder of Mint Wealth Management. He talks about how markets are mixed after bouncing back from earlier lows. He talks about potential inflation risks to the market, as well as if China stocks are still a good investment. Tune in to find out more.
Amazon (AMZN) Planning Retail Locations
August 19, 2021 19:07 - 8 minutes - 99.1 MBAmazon (AMZN) is planning to open several large physical retail locations in the U.S. Tuna Amobi, Director and Senior Equity Strategist at CFRA Research discusses Amazon’s planned retail locations as they will operate like department stores. Some of the first Amazon department stores are expected to be located in Ohio and California. CFRA has a buy rating and a $4,000 price target on Amazon. Tune in to find out more.
Nvidia (NVDA): Sees Q3 Adjusted Margins At 67%
August 19, 2021 19:04 - 6 minutes - 55.4 MBVijay Rakesh, Managing Director and Senior Analyst of Semiconductors & Automotive Technologies at Mizuho Americas, discusses Nvidia (NVDA) as its earnings were released yesterday, August 18th. Nvidia’s 2Q EPS came in at $1.04 versus an estimated $1.01. Mizuho has reiterated its buy rating on Nvidia, and Nvidia sees Q3 adjusted margins at 67% plus or minus 50 basis points. Tune in to find out more.
AEye Inc. (LIDR) CEO With A Company Overview
August 19, 2021 12:30 - 9 minutes - 116 MBAEye Inc. (LIDR) makes high-performance, active lidar systems for autonomous vehicles. It also went public after completing a SPAC merger with CF Finance Acquisition Corp. III. The SPAC merger agreement values the company at $1.5B. Blair LaCorte, COE of AEye Inc. joins Oliver Renick to discuss the merger as well as the outlook for the company.
Industrial Stock Picks: CGNX, ANSS, GE
August 18, 2021 21:42 - 7 minutes - 64.5 MBIvana Delevska, Founder and Chief Investment Officer at Spear Invest, discusses the outlook for industrials for the rest of 2021. She goes over her industrial stock picks which include Cognex (CGNX), Ansys Inc. (ANSS), and General Electric (GE). Tune in to find out more.
Stock Picks: X, MARA, BLL, PLTR
August 18, 2021 19:55 - 8 minutes - 85.3 MBThe theme of stagnation with rising raw material prices continues to plague the future, says Michele “Mish” Schneider, Director of Trader Education and Research at MarketGuage.com. She talks about her three stock picks which include U.S. Steel (X), Marathon Digital (MARA), Ball Corp. (BLL), and Palantir (PLTR). She also discusses S&P 500 leaders and laggards. Tune in to find out more.
The State Of The U.S. Housing Market
August 18, 2021 19:53 - 4 minutes - 47 MBU.S. homebuilding fell more than expected in July, says Jill Malandrino, Global Markets Reporter at NASDAQ. She discusses the state of the U.S. housing market. She talks about how the markets are mixed following Tuesday’s declines. She also mentions that the FOMC minutes were released today at 2:00pm ET. Finally, she talks about when the Fed could begin to taper bond purchases. Tune in to find out more.
Aspiration CEO Discusses Merger And Company Overview
August 18, 2021 19:50 - 8 minutes - 199 MBAspiration is an ESG-focused financial services institution which is merging with SPAC InterPrivate III Financial Partners (PVF). Aspirations offers an ecosystem of clean money banking services, credit cards, and investment products. Andrei Cherny, CEO and Co-Founder of Aspiration, joins Nicole Petallides to discuss the merger as well as what’s next for the company. Aspiration also helps individuals and companies fight the climate crisis, as well as helps customers keep their deposits out ...
Monday.com (MNDY) Co-CEO Roy Mann On Earnings
August 18, 2021 16:30 - 8 minutes - 86.7 MBMonday.com (MNDY) CEO Roy Mann explains the company as an open platform for organizations to build software applications and work management tools. He says the platform is customizable to suit any business vertical. It is used by over 127K customers across 200 industries in 190 countries, he adds. He says it is simple to start and clients can build into complexity. Needham has a buy rating and a price target of $350 on Monday.com. He gives his thoughts on the impact of Covid-19 and digitiz...
Covering Lowe's (LOW) Earnings / Buy Rating
August 18, 2021 16:29 - 4 minutes - 35.7 MBLowe's (LOW) reported earnings before market open today. Near-term tactically Lowe's looks more attractive than Home Depot (HD), but they are both buys, says Ken Leon of CFRA. CFRA has a price target on Lowe's of $220. He says Lowe's is managing a transformation with improved sales execution, inventory controls, and better supply chain and revamped stores. He sees the lack of houses for sale as a catalyst for staying put and home improvement projects.
Strategies To Navigate Macro Events & China Stocks
August 17, 2021 23:18 - 5 minutes - 130 MBDoron Barness, Global Head of Trading and Cash Equities Distribution at Oppenheimer & Co., discusses strategies to navigate macro events. He talks about China stocks including, Alibaba (BABA), Baidu (BIDU), JD.com (JD), and Tencent (TCEHY), as well as the relationship between the U.S. and China’s economy. He then mentions how to utilize trading patterns to navigate macro events, and upcoming events that investors should watch. Tune in to find out more.
Why The Work-From-Home Trade Isn't Done Yet
August 17, 2021 22:08 - 9 minutes - 92.8 MBThe work-from-home trade isn’t done yet, here to discuss this is Michael Loukas, CEO of TrueMark Investments and TrueShares. He also talks about his stock picks which include Datadog (DDOG), Crowdstrike (CRWD), and Zscaler (ZS), as well as macro factors that are causing investors to ignore secular growth trends. Tune in to find out more.
Overlooked Stocks: EW, ANTM, VRPX
August 17, 2021 22:05 - 9 minutes - 106 MBEdwards Lifesciences (EW) an American medical technology company, specializing in artificial heart valves and hemodynamic monitoring. The stock hit an all-time high today. Anthem (ANTM) is the largest for-profit managed health care company in the Blue Cross Blue Shield Association. The final stock Ken Rose discusses is Virpax Pharmaceuticals (VRPX). It's up over 250% following the response from FDA for a new anti-Covid spray.
Arcimoto (FUV) CEO Talks New EVs
August 17, 2021 22:04 - 7 minutes - 194 MBArcimoto (FUV) develops and manufactures ultra-efficient and affordable electric vehicles. Mark Frohnmayer, CEO and Founder of Arcimoto, gives an overview of the company, as well as goes over Arcimoto’s earnings that were released Monday, August 16th. Arcimoto has manufactured 74 vehicles in 2Q and has debuted the first production roadsters. In addition, Arcimoto has revealed the flatbed utility vehicle and demonstrated the first ever driverless fun utility vehicle. Tune in to find out mor...
The State Of the Retail Sector
August 17, 2021 20:11 - 5 minutes - 64.9 MBSucharita Kodali, VP and Principal Analyst at Forrester Research, discusses retail sales, as the July 2021 Retail Sales report was released today, August 17th. She talks about the state of the retail sector, as well as going over department store stocks such as Nordstrom (JWN), Kohl’s (KSS), and Macy’s (M) and e-commerce stocks such as Amazon (AMZN), Wayfair (W), and Etsy, Inc. (ETSY). Tune in to find out more.
Spire Global, Inc. (SPIR) CEO On SPAC Merger
August 17, 2021 16:38 - 9 minutes - 124 MBSpire Global (SPIR) is a global provider of space-based data, analytics, and space services, and it recently completed a SPAC merger with Navsight Holdings. Spire Global debuted on the NYSE today. Peter Platzer, Founder and Chief Executive Officer at Spire Global, Inc., joins Oliver Renick to discuss the Spire Global merger and what’s next for the company. Tune in to find out more.
Small Cap Outperformance, Inflation, & Finding Stocks
August 17, 2021 15:00 - 5 minutes - 69.9 MB"Small cap stocks can continue to outperform over the next few years," says Eric Green from Penn Capital. Prior to last year, small cap stock returns trailed large cap returns for several years. He believes that we are in the first year of small cap outperformance as fundamentals are supporting this. Also, is inflation secular or transitory? And where can investors find stocks? Tune in to find out more.
Why Target (TGT) Is A Better Play Than Walmart (WMT)
August 17, 2021 14:52 - 4 minutes - 50.7 MBHatem Dhiab looks at two of the largest big box names, Walmart and Target, amid retail earnings this week. While Walmart's results were strong, Dhiab says they continue to favor Target with its impressive growth and current cash at hand. He admits expectations are high ahead of Target's 2Q report, but believes following Walmart's better-than-expected earnings, Target's will be even better.