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
Consumer And Semiconductor Stock Picks: MU, INTC, AMD, URBN
July 02, 2021 16:26 - 5 minutes - 28.9 MBI still like the semiconductors even though they are hitting all-time highs, says Kim Forrest of Bokeh Capital Partners. She thinks there will be more demand next year versus this year. She likes Micron (MU) and Intel (INTC). Advanced Micro Devices (AMD) has a great product lineup, she adds. She also likes Urban Outfitters (URBN).
AvePoint (AVPT) CEO On The SPAC Merger
July 02, 2021 16:24 - 8 minutes - 56.8 MBAvePoint (AVPT) CEO Dr. Tianyi Jiang says they are the largest SAS data management provider for Microsoft 365. They specialize in enterprise data management. He says there are more than seven million cloud users, and a quarter of the Fortune 500 use its solutions. They are in 14 countries. They completed a Merger with Apex Technology Acquisition Corp. (APXT) where AvePoint received approximately $492M in gross proceeds. They are looking to scale their current business.
Breaking Down July 2021 LinkedIn Workforce Report
July 02, 2021 16:21 - 7 minutes - 37.8 MBAhead of Friday's employment situation report for June, in which 675,00 nonfarm payrolls are expected to have been added, Guy Berger joins MOC to dive deeper into the current condition of the U.S. labor market. Berger recaps the monthly LinkedIn Workforce Report that says hiring is up from pre-pandemic levels despite the gains being smaller than in May. Additionally, the report found that the construction, finance and manufacturing industries had the highest month-over-month hiring rate in...
Reopening Retail Stocks: DTLR, DG, ROST, AMZN, W
July 01, 2021 19:17 - 6 minutes - 43.6 MBReopening is greatly impacting retailers. Jan Rogers Kniffen, CEO of J Rogers Kniffen WWE, and Mary Epner, Principal at Mary Epner Retail Analysis, discuss this as well as which retail stocks are poised to benefit from reopening. A few examples they mention are Dollar Tree (DLTR), Dollar General (DG), and Ross Stores (ROST). They also talk about in-store versus online shopping trends on sites such as Amazon (AMZN) and Wayfair (W). lastly, they touch on “back to school” sales being on the h...
Value Stocks Are Still A Relative Bargain
July 01, 2021 17:13 - 5 minutes - 34.3 MBThe forward P/E of the Russell 1000 Value relative to the forward P/E of the Russell 1000 Growth is at the 15th percentile for observations going back to 1997, says Loreen Gilbert of Wealthwise Financial. She says this suggests that value is still a relative bargain. She points out that the last time value appeared this relatively cheap was from 1999 to 2001. She says they think inflation is not transitory and will be more persistent, and that could cause a misstep by the Fed. They think e...
Inside Out: Walgreens (WBA)
July 01, 2021 17:11 - 4 minutes - 24 MBJeffries is lowering the price target of Walgreens (WBA) to $59 from $62, but still maintains a hold rating. Brian Tanquilut, Healthcare Equity Analyst at Jeffries, gives an overview of Walgreens. He discusses its earnings as well at its actual EPS at $1.51 as opposed to the estimated $1.15. Tune in to find out more.
Focus On The Financials: GS, BAC, C
July 01, 2021 13:28 - 7 minutes - 33 MBGoldman Sachs (GS) announces planned dividend increase to $2.00 per share. Norm Champ, Former Director of the Division of Investment management at the SEC, and RC Peck, CEO at Fearless Wealth Group, discuss big bank socks such as Goldman Sachs, bank of America (BAC), and CitiGroup (C). They also compare regional banks versus big banks and talk about how inflation impacts banks and financial stocks. They also look at the outlook for bank stocks in 2021.
Investing In The Second Half Of 2021
July 01, 2021 13:25 - 7 minutes - 53.9 MBThe major U.S. stock indices are trading at record highs as the first half of 2021 comes to a close. Burns McKinney joins Oliver to discuss areas of opportunity for investors that he's seeing in markets for the second half of the year. McKinney talks bonds, growth stocks versus value and the pace of the U.S. economic recovery. His big question going into the rest of the year is whether inflation is really transitory or a longer term challenge.
Market Growth Outlook: Technology, Stagflation, Bitcoin (/BTC)
June 30, 2021 19:19 - 7 minutes - 35 MBTechnology leading is a good thing when growth and tech are strong, but bad when you don’t see industrials and transportation following, says Michele Schneider, Director of Trading Education and Research at MarketGuage.com. She discusses market growth outlook for 2021 and beyond as well as how inflation impacts different areas of the market and the possibility of stagflation. He also talks about her stocks to watch which include HUN, WRAP, SLV, VIAC, and SEED. She also mentions takeaways o...
Keeping TWLO, LLY On Your Radar In The Second Half of 2021
June 30, 2021 18:54 - 7 minutes - 33.8 MBSaumen Chattopadhyay looks at the four major indices' price activity over the last month, and compares the Nasdaq's outperformance to its peers. He also discusses the price action in Twilio and Eli Lilly, which are his current two stocks to watch.
Expectations With Markets At All-Time Highs
June 30, 2021 17:29 - 11 minutes - 74.8 MBCem Karsan sees a much-anticipated trade coming this morning from JPMorgan Hedged Equity Fund (JHEQX). This is the biggest equity index volatility hedge fund, giving it lasting effects on the volatility markets and S&P 500. Karsan also notes the S&P 500 should continue to be pinned due to this implied volatility over-supply.
Investment Mistakes To Avoid
June 29, 2021 22:23 - 8 minutes - 52.9 MBOne mistake investors make is investing in things or companies that are overly complex, says Ken Van Leeuwen, Managing Director at Van Leeuwen & Company. He discusses other common mistakes investors make. He also gives some tips on how to invest for example, invest in what you know; look first at the company you work for. He then talks about his stock picks which include Johnson & Johnson (JNJ), Apple (AAPL), and Ross Stores (ROST).
Vertical Wellness CEO Smoke Wallin On Merger With Canafarma Hemp Products
June 29, 2021 21:18 - 7 minutes - 37.7 MBVertical Wellness CEO Smoke Wallin explains their merger with Canafarma Hemp Products (CNFHF). The merger will create a combined value of $50M. Vertical Wellness is a health and wellness company focused on hemp cannabinoid solutions. He explains the deal with Kathy Ireland and the acquisition of Organic Candy Factory. All brands are domestic, he says. He says a target demographic is the over 50 crowd.
Regulation Of Social Media Stocks
June 29, 2021 20:50 - 7 minutes - 45.2 MBThe U.S. District court has dismissed the Facebook FTC complaint. Garrett Boorojian of Wavecapital Partners says the regulators in the U.S are less strict than Europe. Anti- trust laws are going to have to be rewritten to take into account scale and influence, says tech expert Lance Ulanoff. He says it's going to be a big regulatory season.
Morning Trade: Sell Tesla (TSLA) Bear Call Spread
June 29, 2021 19:45 - 4 minutes - 78.4 MBTesla (TSLA) options trade: Sell a July $745/$750 bear call spread at a net credit of $1.00. Tesla will continue to grind sideways with no real catalyst in the horizon, says Tim Biggam of Delta Derivatives. This trade expires before earnings. He sees demand slipping with more competition and sees $725 as major resistance on Tesla's chart.
What's Next For Amazon: Bezos To Step Down
June 29, 2021 18:31 - 5 minutes - 30.2 MBAmazon’s (AMZN) stock is up 6% in 2021. Matt Maley, Managing Director and Chief Market Strategist at Miller Tabak & Co., as well as Founder of The Maley Report, discusses what Jeff Bezos’s stepping down as CEO means for Amazon. He also talks about catalysts that could push amazon to new highs. Tune in to find out more.
Payoneer (PAYO) CEO, Scott Galit, On Going Public
June 28, 2021 22:13 - 8 minutes - 54.5 MBPayoneer (PAYO) went public after a SPAC merger with FTAC Olympus Acquisition Corp. CEO of Payoneer, Scott Galit discusses the company which recently announced partnerships with eBay and MasterCard. He also talks about the growth of the payments industry as digital commerce continues to expand. Finally, he looks ahead to what’s next for Payoneer.
The Continuation Of Bitcoin Futures' Wild Ride, Grains Futures, and Volatile Commodities
June 28, 2021 21:26 - 5 minutes - 24.5 MBThe wild ride for Bitcoin Futures (/BTC) continues. Phil Streible, Chief Market Strategist at Blue Line Futures discusses this as well as grains futures such as Corn (/ZC), Soybeans (/ZS), and Wheat (/ZW). He also talks about the Crude Futures (/CL) pull back ahead of Thursday’s OPEC meeting and the ongoing volatility in commodities.
Top Performing Tech Stocks
June 28, 2021 21:03 - 8 minutes - 47.6 MBThe technology sector outperformed Monday, June 28 as interest rates drew back, and the tech-heavy Nasdaq-100 Index (NDX) ended the day up more than 1.2%. Dan Sheridan joins Ben to talk about opportunities he sees within the sector, and sets up example options trades for Tesla (TSLA) and Advanced Micro Devices (AMD) as well as for AMC Entertainment (AMC), which gained nearly 7.5% Monday.
The Beachbody Company (BODY) CEO On Company's Public Debut Via SPAC Merger
June 28, 2021 20:34 - 7 minutes - 43.1 MBCarl Daikeler, The Beachbody Company co-founder, chairman, and CEO joined The Watchlist to talk the company's public debut via SPAC. Forest Road Acquisition Company completed the three-way merger to form Beachbody Company Group Monday. The company boasts over 3 million subscribers, 80+ live programs, 2,700+ on-demand videos, and over 440 live stream workouts.
What To Know About Solar Energy Stocks: First Solar (FSLR)
June 28, 2021 20:04 - 5 minutes - 31.4 MBOne of the most interesting areas for us is solar, says Logan Gilland, Analyst at Joule Financial. He discusses what to know about solar energy stocks as well as touching on newly announced U.S. trade sanctions on polysilicon producers in China. He also talks about his stock to watch: First Solar (FSLR).
Growth Expectations For The Video Game Sector: GAMR
June 25, 2021 22:10 - 7 minutes - 32.3 MBWedbush ETFMG Video Game Tech ETF (GAMR) is the first ETF to target the video game industry. Michael Pachter, Managing Director and Equity Research Analyst at Wedbush Securities discusses growth expectations for the video game sector and GAMR performance. GAMR top holdings include Unity Software (U), Bilibili (BILI), Sciplay Corp. (SCPL), CD Projekt SA (CDR PW), and Zynga Inc. (ZNGA). He also talks about GameStop (GME) predictions for 2021. Tune in to find out more.
iShares MSCI USA Momentum Factor ETF (MTUM): TSLA, DIS, PYPL
June 25, 2021 21:40 - 8 minutes - 47.3 MBiShares USA Momentum Factor ETF (MTUM) is up almost 5% this week. Drew Voros, Editor-In-Chief of ETF.com, discusses iShares and different ways to invest in S&P 500 ETFs. Some top holdings included in iShares are Tesla (TSLA), Walt Disney (DIS), and PayPal (PYPL). A few sector holdings are technology, consumer cyclical, and financials, among others. Tune in to find out more.
Origin Materials (ORGN): Carbon Negative Materials Company
June 25, 2021 21:29 - 5 minutes - 30.4 MBOrigin Materials (ORGN) is a carbon negative materials company. Their platform turns carbon found in non-food biomass into useful materials while capturing carbon in the process. Rich Riley, CO-CEO of Origin Materials gives an overview of the company as well as discussing how it began trading Friday via SPAC merger with Artius Acquisition. The company’s corporate partners include Pepsi (PEP), Nestle Waters (NSRGY), Danone (DANOY), Ford (F), Mitsubishi gas Chemical and they expect their fir...
Preparation For The Upcoming Slowdown In The U.S. Economy
June 25, 2021 20:36 - 6 minutes - 30.5 MBIt’s unclear if investors can rely on hiding in FAANG stocks during the upcoming economic slowdown, says Chris Wallis, CEO and Chief Investment Officer of Vaughan Nelson Investment Management. He discusses this along with the effect of inflationary pressures on the U.S. economy and how to invest in the second half of the year.
Nike (NKE) Expects To Hit $50B In Revenue Next Year
June 25, 2021 19:11 - 5 minutes - 35.6 MBNike (NKE) had a broad based beat on revenues and margins, says Simeon Siegel of BMO Capital Markets. Nike is raising an impressive multi-year model algorithm, he adds. He points out that digital growth continues and wholesale returns. BMO has an outperform on Nike and raises its price target from $160 to $174.
Morning Trade: Netflix (NFLX) Call Spread
June 25, 2021 17:31 - 5 minutes - 27.1 MBNetflix (NFLX) trade is an August $510/$570 call spread at a $24 debit. This type of trade will define your risk and can capture the upside, says Dan Deming of KKM Financial. These are in the money calls. He also explains an August $480 call trade.
Company Overview: Talkspace (TALK) - Behavioral Health
June 24, 2021 21:30 - 8 minutes - 55.5 MBTalkspace (TALK) is a virtual behavioral health company. Mark Hirschhorn, President, COO, and CFO of Talkspace, discusses the company as well as going public via SPAC merger on Wednesday. Talkspace expects $125M in net revenue this year. He also talks about the importance of mental health during the Covid-19 pandemic. Tune in to find out more.
Bitcoin's Continuing Wild Ride
June 24, 2021 20:53 - 7 minutes - 30.1 MB“I think Bitcoin (/BTC) has a chance to go a lot lower from here if it can stabilize below $30k,” says Bob Iaccino, Founder and Chief Strategist at Path Trading Partners. He talks about Bitcoin’s ups and downs this week as well as the outlook for crude oil (/CL) as it continues to trade above $70. Tune in to find out more.
Athleticwear Stocks: Nike (NKE), Adidas (ADDYY), Skechers (SKX)
June 24, 2021 19:52 - 8 minutes - 40.7 MBNike (NKE) hit all-time highs in December of 2020. Stacey Widlitz, Founder of SW Retail Advisors, and Amanda Lai, Senior Manager at McMillanDoolittle, discuss Nike as its earnings were released today. They talk about what’s next for Nike and how Nike compares to other athleisure stocks like Adidas (ADDYY) and Skechers (SKX). Tune in to find out more.
Retail Watch List: LB, AEO, TPR
June 24, 2021 18:31 - 5 minutes - 26.9 MBAmerican Eagle Outfitters (AEO) is up more than 80% in 2021. Andrew Graham, CEO of Jackson Square Capital, talks about expectations for retail sector stocks. His watchlist includes Limited Brands (LB), which is trading at its highest levels since December 2016, American Eagle Outfitters, and Tapestry (TPR), which is up more than 35% in 2021. Tune in to find out more.
Where Our Money Is Going: AMZN, ABBV, CRM, And NOW
June 24, 2021 15:51 - 7 minutes - 44.3 MBWe like AbbVie (ABBV) on a fundamental and dividend growth basis and have been adding to it, says Nancy Tengler of Laffer Tengler investments. In an era of rising prices and slowing economic growth we prize Amazon (AMZN), she adds. Cloud and cybersecurity themes line up with their tech capex expectation, therefore they like PANQW, NOW, CRM, and ADBE, to name a few.
How Intel (INTC) Is Helping The Olympics
June 23, 2021 21:36 - 8 minutes - 49.5 MBIntel (INTC) has created A.I technology around 3D athlete tracking using cameras to track athletes. Jonathan Lee, Director of the Olympic Technology Group at Intel, discusses this among other ways Intel is helping athletes and broadcasters at next month’s Tokyo Olympic Games. He also talks about what to expect from Intel’s Olympic technologies as well as how the pandemic and postponement affected Intel’s Olympic Technologies Group. Tune in to find out more.
Company Overview: ATI Physical Therapy
June 23, 2021 20:45 - 4 minutes - 21.8 MBATI Physical Therapy (ATIP) provides physical therapy services. They have close to 200 clinics in the Chicago area. Labeed Diab, CEO of ATI Physical Therapy, discusses how it went public via SPAC merger as well as what is next for the company and growth opportunities. Tune in to find out more.
KB Home (KBH) Earnings Release / EA (EA) To Buy Playdemic / Southweat Airlines CEO (LUV) To Step Down
June 23, 2021 20:34 - 7 minutes - 40.1 MBKB Home (KBH) recently released their earnings which are estimated at $1.29 EPS and $1.48B in revenue. Bill Baruch, President of Blueline Futures discusses KB Home as well as Electronic Arts’ (EA) plan to buy WarnerMedia’s Playdemic for $1.4B. Playdemic is a mobile game developer and EA is looking to grow with this acquisition. He also talks about Southwest Airlines (LUV) CEO stepping down. Tune in to find out more.
Amazon (AMZN) Prime Day Sales / Pent-Up Consumer Demand
June 23, 2021 19:06 - 7 minutes - 46.9 MBAdobe Analytics estimated +$11B in Amazon (AMZN) Prime Day Sales. Katie Thomas, Lead at Kearney Consumer Institute, discusses this, in addition to sectors to watch as the U.S. continues reopening. Brands she’s watching are Levi (LEVI), Spanx, and Dick’s Sporting Goods (DKS). She also talks about expectations for consumer in the rest of 2021 and the pent-up demand in consumer discretionary. Tune in to find out more.
Crypto Winter: What Bitcoin's Price Decline Means For Coinbase (COIN)
June 23, 2021 18:18 - 7 minutes - 47.3 MBA crypto winter could be coming. Dan Dolev, Managing Director and Senior Analyst of Fintech Equity Research at Mizuho discusses what Coinbase (COIN) tells us about the future for cryptocurrencies. Mizuho has a neutral rating on Coinbase with a $225 price target. He also talks about how retail crypto volatility is the main driver of revenue as well as what Bitcoin’s (/BTC) price decline means for Coinbase. Tune in to find out more.
Finding Opportunities In Today's Market: Pullbacks and Diversification
June 22, 2021 21:43 - 5 minutes - 29.7 MBNothing is without risk, staying the course rewards the investor, says Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group. She discusses finding opportunities in today’s market and what investors need to know about pullbacks. She also talks about the importance of diversification in your portfolio and how to keep a “long-term” focus for investing. Tune in to find out more.
Bitcoin (/BTC) Fell Below $30,000: What's Next?
June 22, 2021 20:57 - 6 minutes - 35.2 MBBitcoin Futures (/BTC) fell below $30,000 earlier today. Scott Bauer, CEO of Prosper Trading Academy, discusses what’s next for bitcoin and cryptocurrencies as bitcoin is trading at its lowest levels since January 2021. He talks about where we might find the floor for bitcoin, in addition to what the futures holds for the U.S. dollar (/DX). Tune in to find out more.
UpHealth (UPH): Dive Into Digital Health Services
June 22, 2021 18:54 - 5 minutes - 21.3 MBUpHealth (UPH) is a digital health services company which recently completed a merger with Cloudbreak, another telehealth service platform. Chirinjeev Kathuria, Chairman of the Board of UpHealth, Inc. discusses the merger as well as what’s next for UpHealth, as it is expected to generate over $190M in revenue. He also talks about expectations for growth in telehealth and digital health care. Tune in to find out more.
Quanergy CEO Kevin Kennedy On Going Public With SPAC Deal
June 22, 2021 18:17 - 7 minutes - 41.5 MBQuanergy is delivering "smart lidar" with massive applications in enduring markets, explains CEO & Chairman Kevin Kennedy. The ticker will be CCAC. They have attracted over $245M in funding prior to announcing the merger, earning >$1B valuation. Key investors include Daimler, Samsung, Enterprise, and Sensata, to name a few. He explains how they are used at airports and says they are 1/10 the price of cameras. They introduced 10 new products into the internet of things (IoT) market in 2020....
The Next Big Tech Rally
June 21, 2021 22:28 - 5 minutes - 30 MBAlphabet (GOOGL) is up almost 40% year-to-date. Brad Gastwirth, Chief Technology Strategist at Wedbush Securities, discusses big tech’s next big rally. In addition to Alphabet, he talks about Amazon (AMZN) and Apple’s (AAPL) successes. He believes that this tech boom isn’t solely because of reopening, but will continue to grow. Tune in to find out more.
How To Trade AMZN, XLF, NVDA
June 21, 2021 21:55 - 8 minutes - 48 MBAmazon (AMZN) Prime Day begins today. Here to exemplify how to trade Amazon, Select Sector SPDR Trust Financial ETF (XLF), and Nvidia (NVDA) is Joel Hawthorne, Head Trader & CEO of TheMorningSnapshot.com. Among example trades, he also discusses Nvidia being under pressure as China continues to crackdown on Bitcoin (/BTC) mining and how higher rates are boosting financials today. Tune in to find out more.
Outlook For Streaming Services: Roku & YouTube Dispute, NFLX, AMZN
June 21, 2021 19:37 - 8 minutes - 36.8 MBRoku (ROKU) and YouTube TV are currently in an on-going dispute over data use and search. Here to talk about the latest developments in the dispute as well as the outlook for the streaming sector are Dan Rayburn, Principal Analyst at Frost & Sullivan, and Lynnwood Bibbens, CEO and Co-founder of Reach TV. They also discuss the reopening impact on streaming stocks including Netflix (NFLX) and Amazon (AMZN). Finally, they touch on finding value in streaming stocks. Tune in to find out more.
Why Bitcoin & Gold Are Still Great Inflation Hedges
June 21, 2021 19:10 - 6 minutes - 29.4 MBGreg Swensen notes at least 10% of your portfolio should be allocated to bitcoin and gold asset classes, which do well during inflationary environments. He says within the financial sector, Goldman Sachs and JPMorgan Chase are both buys. Within energy, BP is a buy and yields a healthy 4.8%
Latest Trends In ETF Flow Activity
June 21, 2021 16:13 - 8 minutes - 140 MBBitcoin (/BTC) ETFs are most likely going to be delayed until August at this point due to concerns of manipulation and fraud, says David Nadig, Director of Research of ETF Trends. He discusses the latest trends in ETF flow activity and the outlook and expectations for market performance this year. He also mentions ProShares Trust Online RTL ETF (ONLN) and talks about how to play e-commerce and online shopping ETFs. Tune in to find out more.
Expect Greater Market Volatility And Watch The JOLTS Number
June 18, 2021 19:44 - 9 minutes - 41 MBThe markets got caught a bit flat footed by the changes to the Dot Plot and the Fed's hawkish tone, says Tim Holland of Orion Advisor Solutions. It seems markets think this spike in prices is transitory and we think that's right, he adds. He expects greater volatility when the Fed starts to move, so be broadly diversified. He thinks economic data, inflation, and the employment numbers are going to be the things to watch as we recovery. He is watching the JOLTS number.
Quantum-SI (QSI) Company Overview
June 18, 2021 19:41 - 4 minutes - 24.4 MBQuantum-Si (QSI) is a life science company that is pioneering the next-generation of semiconductor chip-based proteomics. Dr. Jonathan Rothberg, Founder and Executive Chairman of Quantum-Si, gives a company overview while highlighting the importance of understanding DNA sequencing. Quantum-Si began trading on the NASDAQ last week. Tune in to find out more.
Morningstar Raises Adobe (ADBE) Price Target to $569
June 18, 2021 16:07 - 4 minutes - 21.6 MBAdobe (ADBE) earnings report was strong. Adobe is a high quality name with a strong moat, says Dan Romanoff of Morningstar. Morningstar raised its price target to $569 from $520. Dan sees strength in all segments and all geographies regarding quarterly results.
Review Of This Week's E3 Conference
June 18, 2021 15:24 - 7 minutes - 45.4 MBThe E3 Conference, a video game trade event, wrapped up this week. Andrew Uerkwitz, Equity Analyst at Jefferies, reviews the main takeaways from the conference. He discusses various video game stocks such as Activision Blizzard Inc. (ATVI), whose shares are relatively flat year-to-date, Electronic Arts (EA), whose shares are down more than 1% year-to-date, and Take-Two (TTWO), whose shares are down more than 17% year-to-date. He also goes over investor takeaways from the event. Tun in to f...