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
Telus International (TIXT) CEO On Digital Services & Solutions
July 30, 2021 18:44 - 7 minutes - 124 MBTELUS International CEO Jeff Puritt joins Nicole Petallides to recap a strong 2Q earnings for TIXT. The digital services and solutions company acquired Bangalore-based Playment. He provides an overview and the growth outlook for the business as it continues to evolve.
Site Centers (SITC) CEO With A Company Overview
July 30, 2021 18:31 - 5 minutes - 35.3 MBSITE Centers President & CEO David Lukes gives an overview of how economic reopening trends are impacting the outlook for SITE Centers and the rest of the REIT space: “It’s surprisingly strong… the leasing environment right now is the best I’ve seen in decades.” The stock hit an all-time high this week.
Overview Of Amazon (AMZN) Earnings
July 30, 2021 16:32 - 5 minutes - 27.6 MBAmazon (AMZN) earnings were released yesterday. Mark Shmulik, Lead Internet Analyst at Bernstein, discusses this, as Amazon’s 2Q EPS came in a $15.12 versus an estimated $12.22. Bernstein has an outperform rating and a $4,000 price target on Amazon. Tune in to find out more.
Monitoring Recent Activity In Bitcoin (/BTC)
July 30, 2021 16:27 - 17 minutes - 138 MBThe markets are under pressure following Thursday’s gains. Ari Paul discusses monitoring recent price activity in Bitcoin (/BTC). He also talks about the impact potential regulation on Bitcoin, and the catalysts for Bitcoin prices. He then compares Bitcoin and Gold (/GC). Tune in to find out more.
ETF Performance & Flows: KWEB, PDBC, JEPI / China Stocks: BABA, BIDU, JD, TCEHY
July 29, 2021 22:56 - 7 minutes - 45.9 MBDave Nadig, Director of Research at ETF Trends, discusses strategies to utilize ETFs for the long-term. He examines 2021 ETF performance and flows, specifically mentioning Kranshares TR CSI CHI Internet ETF (KWEB), Invesco Exchange Traded Fund T Optimum Yield ETF (PDBC), and JP Morgan ETF Trust Equity Premium Income ETF (JEPI). He also talks about China stocks, including Alibaba (BABA), Baidu (BIDU), JD.com (JD), and Tencent (TCEHY). Tune in to find out more.
Investing Opportunities In Fintech: PYPL, AXP, MA, V
July 29, 2021 22:54 - 6 minutes - 36.9 MBMizuho has a buy rating on PayPal (PYPL). Dan Dolev, Senior Analyst of Fintech Equity Research at Mizuho Securities USA, discusses the PayPal earnings report. He also talks about finding long-term investing opportunities in Fintech. He then mentions payment stocks which include American Express (AXP), Mastercard (MA), and Visa (V). Tune in to find out more.
Preview Of Chevron (CVX) & Exxon Mobil (XOM) Earnings
July 29, 2021 22:40 - 6 minutes - 43.2 MBChevron (CVX) and Exxon Mobil (XOM) earnings will be released tomorrow. Stewart Glickman, Energy Equity Analyst at CFRA Research, previews these earnings. Chevron’s 2Q earnings are estimated at $1.54 EPS and $35.63B in revenue. CFRA has a buy rating on Exxon Mobil with a $64 price target. Tune in to find out more.
Stock Picks: LNC, PSX, MO
July 29, 2021 22:38 - 6 minutes - 35 MBDan Genter, CEO & CIO of RNC Genter Capital Management, discusses his stock picks which include, Altria (MO), Phillips 66 (PSX), and Lincoln National Corporation (LNC). He highlights Altria, which is a producer and marketer of tobacco products, and Philips 66 which is an energy company. Tune in to find out more.
Automotive, Beer, & Hotel Stocks: TSLA, F, BUD, HLT
July 29, 2021 21:08 - 6 minutes - 29.9 MBAutomotive stocks have risen after Tesla (TSLA) and Ford (F) earnings. Scott Bauer, CEO of Prosper Trading Academy, talks about this, as Ford’s 2Q EPS is at $0.13 versus an estimated -$0.11. He also talks about beer stocks, such as Anheuser-Busch Inbev (BUD), falling after earnings. He then mentions Hilton Worldwide (HLT) shares rising after earnings beat. Tune in to find out more.
Global X Blockchain ETF (BKCH) Overview
July 29, 2021 20:51 - 6 minutes - 36.1 MBGlobal X Blockchain ETF (BKCH) launched on July 12. Pedro Palandrani, Research Analyst at Global X ETFs, examines the Global X Blockchain ETF. He also talks about investing in blockchain and digital assets. Notable holdings of the Global X Blockchain ETF include COIN, MARA, RIOT, PYPL, SQ, and NVDA. Tune in to find out more.
Sonic Automotive's (SAH) Earnings Review
July 29, 2021 20:50 - 6 minutes - 42.4 MBSonic Automotive’s (SAH) earnings were released today. Jeff Dyke, President of Sonic Automotive & Echopark Automotive, discusses the company’s latest earnings. He also talks about how Sonic Automotive’s stock is up 20% this month and it hit an all-time high on March 18th. Tune in to find out more.
PayPal (PYPL) Earnings Review
July 29, 2021 18:26 - 5 minutes - 21.1 MBMacquarie has an outperform rating on PayPal (PYPL) with a price target of $335. Paul Golding, Lifestyle and Payments Analyst at Macquarie Group, discusses the PayPal earnings. PayPal’s 2Q EPS came in at $1.15 versus an estimated $1.13. Tune in to find out more.
Stocks To Watch: FB, XOM, PFE
July 29, 2021 18:10 - 6 minutes - 40.3 MBThe S&P 500 and Dow Jones Industrial Average hit all-time highs today. David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management. He talks about his stocks to watch, including Pfizer (PFE), Lockheed Martin Corp. (LMT), Facebook (FB), Exxon Mobile (XOM), and Altria Group Inc. (MO). He highlights Facebook whose 2Q EPS is $3.61 versus an estimated $3.03, Exxon Mobile whose earnings will be released tomorrow, and Pfizer which hit a 52-week high yeste...
Cryptocurrency (/BTC) And Long-Term Investors
July 29, 2021 12:46 - 6 minutes - 27.3 MBBitcoin (/BTC) is more than a cryptocurrency – it’s a revolutionary form of community, says Trey Griggs, CEO of GSR Trading. He discusses cryptocurrency and long-term investors, as well as the possibility of Amazon looking to accept Bitcoin as a form of payment. Tune in to find out more.
FOMC Meeting Key Points & China Stocks: BABA, BIDU, JD, TCEHY
July 28, 2021 19:50 - 11 minutes - 58.3 MBThe FOMC keeps interest rates unchanged at 0.00% to 0.25%. Scott Kimball, Co-Head of Fixed Income at BMO Global Asset Management, discusses key points from the FOMC meeting. The FOMC says that indicators of economic activity and employment have continued to strengthen and the economy “has made progress” towards the goal of tapering. He also mentions China stocks Alibaba (BABA), Baidu (BIDU), JD.com (JD), and Tencent (TCEHY). Tune in to find out more.
Commvault (CVLT) CFO Talks Earnings & Stock Performance
July 28, 2021 18:30 - 4 minutes - 75.2 MBCommvault (CVLT) is an American publicly traded data protection and data management software company. The company's CFO, Brian Carolan, weighs in on the recent earnings report. As of June 30, its annualized recurring revenue for Q1 was up 13% year-over-year. The stock hit a 52-week high on July 26th.
Apple (AAPL) Earnings & Tesla (TSLA) Takeaways
July 28, 2021 18:19 - 8 minutes - 46.7 MBWedbush views this quarter for Apple (AAPL) as a start of the back stretch of the 5G supercycle and a “drop the mic” quarter, says Dan Ives, Managing Director of Equity Research at Wedbush Securities. He discusses the takeaways from Apple earnings. Wedbush has an outperform rating and a $185 price target for Apple. He also talks about the latest takeaways for Tesla (TSLA). Tune in to find out more.
Starbucks (SBUX) & McDonald's (MCD) Earnings
July 28, 2021 15:20 - 4 minutes - 26.5 MBStarbucks (SBUX) reports surpassing more than 5,000 stores in China, here to discuss this is Nick Setyan, Managing Director of Restaurant Equity Research at Wedbush Securities. He talks about the FOMC announcement happening today at 2pm ET, as well as Starbucks’ earnings. Wedbush maintains an outperform rating on Starbucks with a $132 price target. He also mentions McDonald’s (MCD) earnings. Tune in to find out more.
Earnings Talk: BA, F, FB, MCD, PFE
July 28, 2021 13:48 - 6 minutes - 30.8 MBVictoria Greene, Founding Partner and Portfolio Manager at G-Square Private Wealth, discusses notable earnings that will come out later this week. These earnings reports include Boeing (BA), Ford Motor Company (F), Facebook (FB), McDonald’s (MCD), and Pfizer (PFE). She also talks about Apple (AAPL) and Microsoft (MSFT). Tune in to find out more.
Big Tech Earnings: AAPL, GOOGL, MSFT
July 28, 2021 13:44 - 6 minutes - 36 MBThe pandemic created an extremely favorable environment for tech services, says Garrett Boorojian, Managing Partner at WaveCapital Partners. He puts big tech earnings in focus, specifically talking about Apple (AAPL), Alphabet (GOOGL), and Microsoft (MSFT). Tune in to find out more.
Analyzing Corning (GLW) Earnings
July 27, 2021 22:14 - 6 minutes - 98.5 MBCorning (GLW) reported earnings today. Morningstar raises its fair value estimate of Corning to $40 from $38. Display glass, optical fiber, and automotive businesses are areas they are watching, says William Kerwin of Morningstar. Argus Research has a buy rating on Corning. Optical communications is a having a good recovery after a challenging 2020, says Jim Kelleher of Argus Research. Tune in to for the full discussion with Nicole.
China's Continued Regulatory Crackdown: KWEB, BABA
July 27, 2021 21:23 - 7 minutes - 41.4 MBChina continues its regulatory crackdown on ADR’s. Brendan Ahern, Chief Investment Officer at KraneShares, discusses KraneShares China Internet ETF (KWEB), as well as Alibaba (BABA) whose earnings will be released Tuesday, August 3rd. He also talks about how China’s ban on after-school tutoring is affecting the markets. Tune in to find out more.
Higher Valuations & Rates
July 27, 2021 21:20 - 7 minutes - 37.9 MBValuations are historically high but not relative to interest rates, says Eric Diton, President and Managing director of the Wealth Alliance. He discusses the outlook for the current bull market and why higher valuations could lead to a big correction at any time. He talks about the correlation between valuation and rates, as well as the outlook for the recovery in emerging markets. Tune in to find out more.
CEO of Fat Brands (FAT) Talks Company's All-Time Highs
July 27, 2021 21:18 - 4 minutes - 78.3 MBFAT Brands (FAT) recently completed an acquisition of Global Franchise Group. Andy Wiederhorn, CEO of FAT Brands, discusses what to know about FAT Brands $442.5M deal for Global Franchise Group. The company’s stock is up more than 80% in 2021. He also talks about what’s next for FAT Brands. Tune in to find out more.
Ree Automotive (REE) CEO With A Company Overview
July 27, 2021 21:17 - 7 minutes - 134 MBREE Automotive (REE) builds electric vehicles from class 1 through class 6. It began trading on Friday, July 23rd on the NASDAQ. REE Automotive is to open U.S. headquarters in Austin, Texas which is expected to generate more than 150 jobs. Daniel Barel, CEO of REE Automotive joins Nicole Petallides to discuss the REE IPO and talk about the future of the company. Tune in to learn more.
Latest On Tesla (TSLA)
July 27, 2021 15:06 - 5 minutes - 25.6 MBTesla (TSLA) sees achieving 50% average annual growth in vehicle deliveries. Vijay Rakesh, Managing Director and Senior Analyst of Semiconductors and Automotive Technologies at Mizuho Americas, discusses Tesla, specifically, its earnings which were released on Monday. Tesla 2Q revenue is $11.96B versus an estimated $11.39. Mizuho raised Tesla’s price target to $825 from $820. Tune in to find out more.
Tesla (TSLA) Earnings Expectations
July 26, 2021 19:29 - 7 minutes - 43.7 MBGordon Johnson, CEO and Founder of GLJ Research, LLC discusses expectations for Tesla’s (TSLA) earnings. He talks about why Tesla stock has fallen this year, as well as how Elon Musk’s involvement in SpaceX impacts Tesla. Tune in to find out more.
CEO Of Owlet (OWLT) On Going Public
July 26, 2021 19:28 - 5 minutes - 26.8 MBOwlet (OWLT) is a creator of baby monitoring devices and it went public via SPAC merger earlier this month. The company is now valued at $1.1B. Its net revenue is $21.9M which is up 49% year over year. Kurt Workman, CEO of Owlet joins Nicole Petallides to discuss Owlet going public, as well as what’s next for the company. Tune in to find out more.
Outlook For The Housing Market
July 26, 2021 18:22 - 7 minutes - 35.4 MBWe don't expect housing prices to come down over medium term, says Sam Dunlap of Angel Oak Capital Advisors. The housing data to remain brisk in the second half of 2021 and into 2022, he adds. He expects the Fed to begin thinking about tapering at Jackson Hole. They see value in the non-agency mortgage-backed securities market. They favor shorter duration, higher quality non-agency products. They think the peak housing is still well into the future as the demand from the millennials contin...
Companies Going For The Gold During Olympics: CMCSA, NKE, VFC
July 26, 2021 13:49 - 5 minutes - 29.2 MBComcast (CMCSA) expects the Toyko Olympics to be the most profitable to date, says Sarah Henry, Portfolio Manager at Logan Capital Management. She talks about her Olympic stock picks which include Comcast, Nike (NKE), and V.F. Corp. (VFC). Nike’s innovations across different sports-including “flyease” hands-free shoe technology, and V.F. Corp. says it could see long-term opportunity for growth. Tune in to find out more.
Instructure (INST) CEO On Going Public
July 23, 2021 20:27 - 7 minutes - 125 MBInstructure (INST) is an online learning management system in higher education and paid K-12 and announced its first initial public offering Thursday, July 22nd. Instructure’s global total available market of $6 trillion in education spending and $400+ billion on EdTech. Steve Daly, CEO of Instructure, joins Nicole Petallides to discuss the Instructure IPO and what’s next for the company. Tune in to find out more.
Intel (INTC) & Semiconductor Stocks: MD, LRCX, MU, NVDA, WDC
July 23, 2021 18:58 - 6 minutes - 28.2 MBIntel (INTC) is rumored to buy Global Foundries Inc. to accelerate the chip-making effort, says Daniel Rubino, Executive Editor at Windows Central. He and Angelo Zino, Senior Equity Analyst at CFRA Research discuss Intel, as CFRA has lowered Intel’s price target to $65 from $70. They also talk about the state of the semiconductor industry, specifically looking at Advanced Micro Devices (MD) and Lam Research (LRCX), Micron (MU), Nvidia (NVDA), and Western Digital (WDC). Tune in to find out ...
Reopening Trade: Investing & Stock Picks DAL, CCL, MAR
July 23, 2021 18:55 - 6 minutes - 36.7 MBMarkets were decidedly bullish for the first half of the year, says Sylvia Jablonski, Chief Investment Officer of Defiance ETFs. She discusses the markets rallying into the weekend, as well as investing strategies in the current market environment. She then talks about investing in the reopening trade and mentions some of reopening stock picks which include Delta Airlines (DAL), Carnival Corp (CCL), and Marriott International (MAR). Tune in to find out more.
Twitter (TWTR) & Snap Inc. (SNAP) Quarterly Results
July 23, 2021 16:31 - 5 minutes - 21.4 MBTwitter (TWTR) reported excellent results that exceeded expectations, says Ali Mogharabi, Equity Analyst at Morningstar. He discusses the Twitter and Snap Inc. (SNAP) quarterly results. Snap’s stock price target has been raised to $88 from $80 at Keybanc Capital. Tune in to find out more.
Couchbase (BASE) CFO On Going Public
July 22, 2021 22:19 - 9 minutes - 60.4 MBCouchbase (BASE) delivers a high-performance, flexible, and scalable modern database that runs across the data center and any cloud. It announced its first initial public offering today. It opened at $29.60 per share, and IPO priced $24 per share. Greg Henry, CFO of Couchbase joins Oliver Renick to discuss the Couchbase IPO and the growth outlook for the company. Tune in to find out more.
Zevia (ZVIA) CEO On Going Public
July 22, 2021 20:41 - 6 minutes - 109 MBZevia (ZVIA) makes zero sugar, zero calorie, and naturally sweetened beverages. It announced its first initial public offering (IPO) today. They produce non-GMO project verified beverages made with plant-based ingredients and no artificial sweeteners. Paddy Spence, Chairman and CEO of Zevia, joins Oliver Renick to discuss the Zevia IPO, the growth in the healthier beverage market, and what’s next for the company. Tune in to find out more.
How The Covid-19 Delta Variant Impacts Markets
July 22, 2021 20:15 - 5 minutes - 94.3 MBMarkets were crushed Monday, July 19, as rising cases of the Delta variant of COVID-19 are on the rise and spooking investors. While many fear reversals of economic reopening measures occurring, Ahmed Riesgo doesn't expect U.S. governments will resort to 2020's "draconian lockdowns," citing a lack of material increases in hospitalizations and deaths where the variant has surfaced. Based on this earnings season so far, Riesgo says he also sees that optimism surrounding companies' operations...
Top Semi Stocks To Watch: TXN, AVGO, AMD, SWKS, QRVO, TSM
July 22, 2021 20:03 - 5 minutes - 25.4 MBTodd Sohn says that the good news in today's markets is that cyclical sectors (financials, industrials, materials) are seeing a good reset and a sentiment unwind after a great run. Staples and utilities have not offered any leadership - not consistent with a major risk-off tape just yet.
Examining Airline Stocks / Earnings: LUV, AAL, UAL
July 22, 2021 19:18 - 9 minutes - 39.9 MBColin Scarola, Equity Analyst at CFRA Research, and John Stasza, CFA, Securities Analyst at Argus Research examine airline stocks. They discuss what investors learned from the latest airline earnings, specifically mentioning Southwest Airlines (LUV) and American Airlines (AAL). CFRA has a buy rating on Southwest and Argus has reiterated its hold rating on United Airlines (UAL). They also discuss how the Covid-19 Delta variant impacts airlines in addition to which airlines are best position...
New Treatment For Painful Diabetic Neuropathy: Nevro (NVRO) Overview
July 22, 2021 18:41 - 6 minutes - 34.9 MBThe FDA recently approved Nevro (NVRO) treatment for chronic pain from Painful Diabetic Neuropathy (PDN). The treatment is called HFX™ and is now the only spinal cord stimulation system treatment for PDN that is approved by the FDA. Keith Grossman, Chairman and CEO of Nevro, discusses HFX™, as well as what this treatment means for diabetic patients. Nevro stock also hit an all-time high in December 2020. Tune in to find out more.
Chipotle (CMG) CFO Jack Hartung Talks Earnings, Growth, & Margins
July 22, 2021 16:41 - 12 minutes - 71.8 MBChipotle (CMG) CFO Jack Hartung, explains that they had significant digital gains during the pandemic, and our goal was to try to hold onto those gains while the dining rooms reopen, and that is playing out there in this quarter. He says during the quarter, we held onto 80% of the digital gains that we picked up during the pandemic. He says they are regaining 70% of the dining business that went away temporarily during the pandemic. He discusses the strong restaurant margin levels. He disc...
Long-Term Investment Opportunities: XOM, BABA, KO, T, PG
July 22, 2021 12:58 - 7 minutes - 38.8 MBDebbie Bloyd, CEO of DLB Financial Services, discusses long-term investment opportunities. She then talks about her stock picks which include Exxon Mobil (XOM), Alibaba (BABA), Coca-Cola (KO), AT&T Inc. (T), and Proctor & Gamble (PG). She also mentions her tech stock picks including Zoom Video (ZM) and Square Inc. (SQ). Tune in to find out more.
VTEX (VTEX) Co-CEO On Going Public
July 21, 2021 22:04 - 9 minutes - 62.4 MBVTEX (VTEX) is the largest provider of digital commerce technology in Latin America and went public today via IPO. VTEX clients include Whirlpool, Levi’s, McDonald’s, Motorola, Sony, Nestle, and Adidas. VTEX also plans to raise $304M at a $3.2B market cap. Mariano Gomide De Faria, Co-Founder and Co-CEO of VTEX joins Oliver Renick to discuss the VTEX IPO and to give an overview of the company. Tune in to find out more.
Technology Stock Picks: AMAT, AVLR
July 21, 2021 21:36 - 5 minutes - 33.5 MBStocks consolidated Wednesday, July 21, 2021, reversing losses from earlier in the week that had investors fearing the bull market run had reached its end. With stocks again nearing record highs, however, Saumen Chattopadhyay has his eye on a few technology stocks in particular: the semiconductor company Applied Materials (AMAT) and software-maker Avalara (AVLR).
Stryve Foods (SNAX) Co-CEO Jaxie Alt On SPAC Deal
July 21, 2021 19:54 - 6 minutes - 41.5 MBStryve Foods (SNAX) Co-CEO Jaxie Alt explains Stryve Foods and their SPAC deal. They are to start trading today on the NASDAQ. Stryve Foods has merged with Andina Acquisition Corp. (ANDA). They specialize in air dried meat and snacks with no sugar. The deal has expanded retail distribution into retail and convenient stores, including Target (TGT) and 7-Eleven, she explains. Their mission is to help Americans snack better and live happier, more fulfilling lives.
Opportunities In Semiconductors: XLNX, MU, SNPS
July 21, 2021 19:28 - 6 minutes - 34.5 MBStocks are rallying for the second straight day. Kim Forrest, Founder and Chief Investment Officer of Bokeh Capital Partners, looks at opportunities in semiconductors. She then goes over her semiconductor stock picks which include Xilinx (XLNX), Micron (MU), and Synopsys (SNPS). Tune in to find out more.
Company Overview With Alfi (ALF) CEO
July 21, 2021 19:23 - 7 minutes - 50.9 MBAlfi (ALF) engages in creating interactive digital out-of-home-ad experiences. Dr. Paul Pereira, CEO of Alfi gives a company overview as well as discusses where to find Alfi technology. Alfi is rolling out tablets equipped with ad technology to Uber (UBER) and Lyft (LYFT) drivers. Tune in to find out more.
Summarizing Streaming Services: Netflix (NFLX)
July 20, 2021 21:49 - 7 minutes - 39.5 MBNetflix (NFLX) stock hit an all-time high on January 20th. Tuna Amobi, Director and Senior Equity Strategist at CFRA Research, and Dan Rayburn, Principal Analyst at Frost & Sullivan, discuss the outlook for streaming stocks in 2021. They preview Netflix’s earnings and talk about how Netflix compares to other streaming options. Tune in to find out more.
Market Rally, Earnings Season, & Ways To Invest In A Volatile Market
July 20, 2021 21:41 - 6 minutes - 38.2 MBGeorge Cipolloni III, Portfolio Manager at Penn Mutual Asset Management asks, if global growth moderate or keep pace with implied, high expectations? He also discusses the market rally following Monday’s sell-off and earnings season getting into full swing. He then mentions ways to invest in a volatile market. Tune in to find out more.
Company Overview: Greenwich LifeSciences (GLSI)
July 20, 2021 20:55 - 6 minutes - 26.1 MBGreenwich LifeSciences (GLSI) is a clinical stage biopharmaceutical company that develops immunotherapy treatments for cancer. Snehal Patel, CEO and Board Member of Greenwich LifeSciences, gives an overview of the company, as well as talking about what to know about the GP2 treatment. Greenwich LifeSciences stock is up 10% in 2021. Tune in to find out more.