Schwab Network
4,326 episodes - English - Latest episode: 13 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
The Bearish Case For Apple (AAPL) & Tesla (TSLA) Outlook
June 07, 2021 14:44 - 8 minutes - 134 MBNew Street's Apple (AAPL) report indicates a sell rating with a $90 price target for the stock. Pierre Ferragu sees a material downside risk as shipments are in the 180 to 200M range versus the consensus of 234M. He also weighs in on Tesla (TSLA) canceling the Model S Plaid+.
Overlooked Stocks: PCT, ILMN, MOSY
June 07, 2021 13:13 - 9 minutes - 49.6 MBPureCycle Technologies (PCT) is engaged in commercializing solvent-based purification recycling technologies for restoring waste polypropylene into resin. The stock is up more than 14% this week. Illumina (ILMN) is a provider of sequencing and array-based solutions for genetic analysis. The stock is up more than 10% in 2021. Finally, George Tsilis weighs in on MoSys (MOSY), a fabless semiconductor company, as the stock hit a new 52-week high last week.
Why AVGO, HON, MCD, AMT Should Be On Your Watchlist
June 04, 2021 18:58 - 5 minutes - 88.5 MBBurns McKinney discusses some of the key takeaways from Broadcom's quarterly results, which were met with much analyst praise. He also breaks down which stocks he is currently watching and why, including Broadcom, but also American Tower, McDonald's, and Honeywell.
Disconnect Between Open Jobs and Labor Participation Rate
June 04, 2021 18:55 - 7 minutes - 39.1 MBThe labor force participation rate is down. There are jobs out there, but people aren't taking them, says Norm Champ. He thinks when the stimulus benefits end this summer, people will come back to the work force. He is thinking that we may need to do something about inflation. Norm is still very bullish on U.S. capital markets.
Automakers & Cruise Lines Stock Picks
June 04, 2021 18:27 - 6 minutes - 33.6 MBTesla (TSLA), Toyota (TM), General Motors (GM), and Honda Motor Company (HMC) are Todd Sohn's automakers stock picks. For his cruise lines picks, he likes Carnival Cruise (CCL), Norwegian Cruise Line (NCLH), and Royal Caribbean (RCL). In addition, he is also watching Gold Stocks & Newmont Mining (NEM).
Tesla (TSLA) Stock Drop / Apple (AAPL) Worldwide Developers Conference Preview
June 04, 2021 18:09 - 8 minutes - 54.6 MBTesla (TSLA) shares have gone down 16% this year. Dan Ives, Managing Director of Equity Research at Wedbush Securities, says that this is simply a bump in the road, and not a long-term sustainable trend. In addition, Ives previews the Apple (AAPL) Worldwide Developers Conference. He talks about what that means for the company’s stock as well as the new releases expected such as new MacBooks and the iPhone 13. Tune in to find out more.
Oppenheimer With An Outperform Rating On Lululemon (LULU)
June 04, 2021 14:39 - 6 minutes - 28.9 MBLululemon Athletica (LULU) earnings report indicated $1.16 in EPS and $1.2B in revenue, beating estimates. Oppenheimer's Brian Nagel says that they have an outperform rating on the stock as it looks very favorable upon recent trends. He believes that the company is well positioned to capitalize upon the easing Covid pressures and related economic recovery.
ChromaDex (CDXC) CEO Talks New Walmart (WMT) Partnership
June 04, 2021 12:01 - 6 minutes - 39.5 MBChromaDex (CDXC) provides research and quality-control products and services to the natural products industry. Its consumer product segment offers TRU NIAGEN to consumers worldwide. The company's CEO, Robert Fried, discusses new partnership with Walmart (WMT) retail stores across the U.S. The stock is up more than 80% in 2021 and hit an all-time high on February 25th.
American Semiconductor (AMSC) CEO On Company Earnings
June 03, 2021 18:24 - 6 minutes - 37.5 MBAmerican Semiconductor (AMSC) is an American energy technologies company and specializes in the design and manufacture of power systems and superconducting wire. The company's president, CEO, and chairman, Daniel McGahn, weighs in on the impact of President Biden's clean energy initiatives and the electric vehicle movement.
Philip Morris International (PM) CFO On Evolution Of Tobacco Industry
June 03, 2021 18:05 - 8 minutes - 58.2 MBPhilip Morris CFO Emmanuel Babeau reviews the company's recent developments. As of April 2021, Philip Morris's tobacco heating system 'IQOS' now accounts for 28% of net revenues compared to 0.2% only five years ago. Smoke-free products are available for sale in 66 markets as of the end of March. Babeau also discusses what is next for the company, as well as the tobacco industry at large.
Mizuho Maintains A Neutral Rating On Splunk (SPLK) Following 1Q Results
June 03, 2021 16:49 - 5 minutes - 29.1 MBGregg Moskowitz discusses Mizuho's neutral rating on Splunk and the firm's $135 price target following the company's quarterly report. After reporting mixed first quarter results, shares are sinking as the company continues to focus on shifting its business model.
How To Invest When The Dollar Is Weak
June 03, 2021 10:54 - 8 minutes - 59.9 MBEmily Roland says the dollar is weak and may continue to weaken in the intermediate future. A weak dollar may be a catalyst for value stocks, commodities, cyclicals and possibly even one reason for the recent speculative frenzy in Bitcoin. Typically, the dollar is negatively correlated to equities, and corporate credit. According to Emily, you can probably count on risk appetite for equities in a portfolio due to dollar weakness in order to generate higher absolute returns on investme...
Stocks To Watch: CAT, COIN, BP, FRC, IRM
June 03, 2021 10:46 - 6 minutes - 38.2 MBCoinbase (COIN) is adding Dogecoin (DOGE) to its platform. Founder and CEO of Larrea Wealth Management, Aquiles Larrea, talks about how that, among other opportunities, creates excellent prospects for Coinbase. He says that it is a great way of getting into crypto for those who are hesitant. Next, Larrea discusses his picks for stocks to watch. These include BP (BP), whose stock is up more than 30% in 2021, Iron Mountain (IRM), which is up more than 50% in 2021, and First Republic Bank (FR...
The Digital Assets Correlation Debate
June 02, 2021 20:39 - 7 minutes - 36.8 MBBitcoin Futures are down almost 40% since reaching all-time highs on April 14th. The bitcoin narrative has shifted, says Arca's Jeff Dorman. “It doesn’t mean the end game will be any different, but the path it takes to get there has slowed down considerably.” Along with /BTC commentary, listen for more on how DeFi tokens have taken recent spotlight.
Why AMC (AMC) & GameStop (GME) Investors Should Be Cautious
June 02, 2021 20:05 - 6 minutes - 38.9 MBAMC Entertainment (AMC) and GameStop (GME) have begun to rise again. David Trainer, CEO of New Constructs, discusses these recent increases. He states that it is a sentiment-driven rally that is going to end badly for a lot of individuals. He talks about how AMC and GameStop are priced very far beyond what they are worth. He believes AMC’s equity value is priced at $0. Finally, Trainer talks about stocks that he likes such as JPMorgan Chase & Co. (JPM), Walt Disney Co. (DIS), Valvoline (VV...
Best Positioned Stocks For The Electric Vehicle Movement
June 02, 2021 20:03 - 7 minutes - 43.9 MBPanelists Karl Braue And Garrett Nelson discuss the heightened demand for new and used vehicles, as well as who is benefitting from higher car prices. The two also discuss which stocks are now best-positioned for the ongoing electric vehicle movement.
The Latest On The Jobs Market And Retail Sales
June 02, 2021 19:37 - 5 minutes - 36 MBThe monthly jobs report is set to be released on Friday. Jill Malandrino, Global Markets Reporter for NASDAQ, discusses the current jobs market. She talks about how younger wage earners, like teenagers, are currently in the best position. To get a true gauge on the jobs market, it will have to be recalculated after children go back to school and stimulus checks end. She then speaks about the retail market, specifically that Amazon (AMZN) is pushing Prime Day up to June 21-22 because of the...
Why The Best Days For "Junk" Outperformance Is Behind Us In This Recovery
June 02, 2021 17:11 - 9 minutes - 41 MBMichael Kantrowitz says continue to expect a constructive market environment, driven by rising earnings expectations and range-bound valuations. Value stocks with above-average earnings momentum, high operating leverage and moderate betas are likely to continue outperforming. Plus, it's still too early to dive back into growth or defensive strategies, with the expectation for strong data to continue.
Overlooked Stocks: CAL, PNR, APTV
June 02, 2021 14:31 - 11 minutes - 64.7 MBCaleres (CAL), the footwear retailer, beat on quarterly EPS and revenue. They are very optimistic in their e-commerce capital investments, says George Tsilis. CL King upgraded their rating to a buy with a stock price target of $29. Pentair (PNR) is a water treatment company in diversified industrial manufacturing of water quality systems. The stock reached a 52-week high this week. Aptiv (APTV) designs and manufactures vehicle components. They provide electronic and active safety technolog...
Lifetime Brands (LCUT) CEO On Stock Performance & Company Outlook
June 01, 2021 21:45 - 7 minutes - 45.6 MBLifetime Brands (LCUT) product brands include KitchenAid, Farberware, Taylor, Chef'n, and Swing-A-Way. The company designs, sources, and sells branded kitchenware, tableware, and other products used in the home. The stock hit a 52-week high on May 18th. Lifetime Brand's CEO, Rob Kay, weighs in on what is next for the company.
How To Survive The Coming Bear Market
June 01, 2021 21:40 - 9 minutes - 54.8 MB“Inflation hedges are still cheap…these will give you the protection that you need against the biggest risk in 2021, which is the full-on acceleration of inflation.” Looking at risk-off assets during equity sell-offs Vincent Deluard, CFA on hedging the rise of secular inflation.
Which Tourism Stocks Are Best Positioned For Travel's Recovery
June 01, 2021 21:34 - 9 minutes - 48.7 MBMatt Maley and Tim Lesko break down some of the most recent TSA checkpoint travel numbers, and discuss which airlines are best-positioned for travel's continued recovery. Lesko notes he is very bullish on the reopening, and he has owned Southwest Airlines since its Covid-19 lows.
U.S. Can't Afford To Fall Behind In The New "Space Race" For Security, Economic Reasons
June 01, 2021 21:31 - 6 minutes - 35.5 MBAndrew Chanin gives his space sector outlook following a successful test flight from Virgin Galactic. Investors are now more confident the company can hit its ambitious milestones, and the U.S. cannot afford to fall behind in the new "space race" for both security and economic purposes. Chanin says space defense is becoming a must-spend for the global powers.
Gasoline Demand As More Americans Are Planning Road Trips This Summer
June 01, 2021 11:25 - 5 minutes - 32.6 MBGas prices in some states are at highest Memorial Day levels since 2014 as 57% of Americans are planning at least one road trip this summer, up 31% from last year. The current national average is $3.04 per gallon. GasBuddy's Patrick Dehaan expects it to range between $2.75 to $3.25 this summer.
Overlooked Stocks: COST, ULTA, DELL, VMW
May 28, 2021 21:24 - 14 minutes - 78 MBCostco’s (COST) 3Q EPS is up to $2.75 from its estimated $2.28. George Tsilis talks about important trends in addition to how the room for growth in ecommerce and international sales helps explain the rising stock price after a very slow start in the beginning of the year. He then goes on to discuss Ulta (ULTA), where expected comparable sales of 39% actually came in at 66%, which raised their outlook for the fiscal year 2021. Finally, Tsilis speaks about VMware (VMW) and parent company De...
FAANG Friday: Big Tech Stocks
May 28, 2021 21:23 - 7 minutes - 41.3 MBFacebook (FB) hit all time highs this week. Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Google (GOOGL) also continue to do well. John Freeman, Vice President of Equity Research, and Daniel Newman, Founding Partner and Principal Analyst of Futurum Research, discuss Apple diversifying its revenue streams as well as Amazon quietly becoming a major player in entertainment especially with the acquisition of MGM Studios.
Sectors for a Growing Economy
May 28, 2021 21:21 - 5 minutes - 91 MBThe economy is ramping up to normal very quickly, but the employment rate isn’t advancing at the same rate. Josh Strange, President of Good Life Financial Advisors of NOVA, discusses why that may be happening as well as what markets to keep an eye on. He says that tech is not the only profitable sector. The housing market in addition to travel and leisure are markets he expects to be on the upswing.
Digital Disruption In The Consumer Staples Sector
May 27, 2021 20:22 - 7 minutes - 32.3 MB"Significant digital disruption is occurring in the consumer staples sector as retailers and distributors are investing in marketplaces and digital ad networks," says Hilding Anderson. He believes that consumers are ready to adopt to new ways of buying, especially after Covid-19. CFRA's Arun Sundaram picks are Beyond Meat (BYND), Clorox (CLX), and Sysco (SYY).
Kevin O'Leary On Bitcoin And Cryptocurrency
May 27, 2021 14:39 - 14 minutes - 73.6 MBAfter initially referring to bitcoin as “crypto crap”, ABC Shark Tank's Kevin O'Leary has done a reversal on cryptocurrency. Mr. Wonderful details how economic factors and yield have changed his stance on /BTC and details how he’s capitalizing on opportunities within the crypto space with Oliver Renick.
The Return Of Gold (/GC) As Bitcoin (/BTC) Drops
May 27, 2021 12:04 - 8 minutes - 44.1 MBBitcoin's (/BTC) volatility and poor performance has caused some investors to dump it in favor of gold (/GC), says Will Rhind of Graniteshares. It is unlikely that bitcoin will ever overtake gold, he adds. He believes gold is one of the only places to go for a hedge against inflation. Tune in to the discussion with Oliver for more details.
Why CFRA Has A Buy Rating On Nvidia (NVDA) Ahead of 1Q22 Earnings
May 27, 2021 12:02 - 5 minutes - 25.6 MBAngelo Zino breaks down Nvidia's latest price action ahead of their first quarter report. He discusses CFRA's buy rating and $630 price target on the semi stock, which he says reflects optimism surrounding data centers and gaming. CFRA also likes Nvidia's financial position, with $11.6B in cash and $6B in debt.
CEO Of ZipRecruiter (ZIP) On The Company's Trading Debut
May 27, 2021 12:00 - 6 minutes - 36.4 MBThe CEO of ZipRecruiter joins The Watchlist to discuss the company's public debut on the NYSE Wednesday via direct listing. ZipRecruiter's direct listing was priced at $18/share, and the stock opened at $20/share. The company is an online employment marketplace that aims to connect job seekers with companies. It has over 110M job seekers, with over 2.8M businesses using the site.
Wedbush Expects Strong 1Q Earnings From Best Buy (BBY), But Positive News Likely Priced In
May 27, 2021 11:58 - 5 minutes - 41.6 MBSeth Basham says he does not see a large beat ahead for Best Buy, with the retailer now facing tough comps as the year progresses and demand for work-from-home and school-from-home products normalizes. The company will report Thursday ahead of the opening bell.
Why Fintech Companies Could Threaten Established Financial Institutions
May 27, 2021 11:56 - 6 minutes - 26.6 MBJames Cakmak discusses why fintech companies represent the future, and how some established financial institutions could face a growing threat. He says the areas at play remain to be consumer banking operations, debit businesses, and credit cards.
Bitcoin Price Activity Relationship With Crypto ETFs
May 25, 2021 18:49 - 8 minutes - 48.6 MB"What is holding up SEC approval and what has been going on outside the U.S. for crypto ETFs is a question among many investors," says Dave Nadig. He believes that other big themes in ETFs are record flows this year, income, risk management, and inflation. His cryptocurrency ETFs to watch are BITQ, DAPP, and BLOK.
Electric Vehicle Retail Share Up YTD
May 25, 2021 13:56 - 6 minutes - 43.7 MBThe U.S. electric vehicle retail share year-to-date is 2.9%. The reason for this is largely Tesla's Model Y and Ford Mustang Mach-E. "Change is coming fast with electric vehicle pickups arriving from Rivian, Tesla, and Ford," says Tyson Jominy. He believes that internal combustion is going to have a much longer shelf life in the U.S. versus the rest of the world, and E.V. sales are expected to grow about 1% per year.
Bullish Long-Term On Tech & Tesla (TSLA)
May 25, 2021 13:49 - 7 minutes - 101 MB"Our bullish long term thesis on the technology sector remains firmly unchanged as cloud, cyber security, and 5G growth is not slowing down," says Wedbush's Dan Ives. However, he believes that work-from-home stocks should see growth moderation. His stock picks are Apple (AAPL), DocuSign (DOCU), Microsoft (MSFT), and Pegasystems (PEGA). Dan also has a $1,000 price target on Tesla (TSLA).
Semiconductor Upside Movers & Big Tech
May 24, 2021 20:49 - 7 minutes - 36.4 MBAdvanced Micro Devices (AMD), Lam Research (LRCX), Micron (MU), and Nvidia (NVDA) are some of the semiconductor stocks that Bill Baruch discusses. Additionally, he weighs in on how big tech stocks like Facebook (FB), Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) compare to the overall NASDAQ performance.
Retailers Have Cut Inventory and Raised Prices
May 24, 2021 16:06 - 5 minutes - 28.6 MBGross margins are way up due to lean inventories, operating margins are at peak levels, and retailers are saying business is up versus 2019, says Stacy Widlitz of SW Retail Advisors. Retailers undertook significant cost cutting programs, she adds. The cost of labor is going up and it's hard to find people to work in stores, she points out. There is a lot of full-price selling and no promotions in the market with retailers raising prices. Apparel brands citing the return to full price selli...
Shortages, Inflation, & Semiconductor Stock Picks: INTC, ON
May 24, 2021 13:20 - 7 minutes - 29.2 MB"There are two dominant themes in the market: shortages and inflation. The shortages include ones with no short term fix, like lumber, and ones fixed with investment, like chips," says Aadil Zaman. He believes that growth tech companies could be in for a pause this year. HIs semiconductor stock picks are Intel (INTC) and ON Semiconductor (ON).
"Big Smackdown" In E.V. Pickup Trucks
May 24, 2021 12:13 - 5 minutes - 93.8 MBFord's (F) legacy and customer base versus Tesla's (TSLA) brand power. Ford F-Series is the best selling vehicle for nearly 40 years, while Tesla's Cybertruck has over 650,000 preorders. For Tesla, the truck market is key to staying "king of electric", while for Ford, it is life or death with the Ford-150 being its biggest seller. Steve Westly weighs in on the strengths of both companies.
Why Cryptocurrencies Are A Tool Rather Than An Investment
May 24, 2021 12:07 - 7 minutes - 51.4 MB"The definition of crypto is combining everything you do not know about money with everything you do not know about computers. Data revolution is going to be an investment theme for a long time," says Tom Plumb. He also weighs in on the shift in emphasis from structural growth to cyclical growth. His stock picks are Mastercard (MA), Autodesk (ADSK), and EXACT Sciences (EXAS).
How To Invest In Chinese E-Commerce With Fintech Losing Value Near-Term
May 21, 2021 18:47 - 5 minutes - 21.2 MBKevin Carter, the Chief Investment Officer of EMQQ, breaks down his outlook on China in terms of internet and e-commerce. He says China fintech has lost real value in the near-term, with sentiment around the internet names continuing to be negative. However, anti-trust monopoly issues are less important, and China's handling of these issues gives investors confidence.
Technology Stocks: AAPL, MSFT, ORCL, AMAT, GOOGL
May 21, 2021 18:45 - 7 minutes - 36.7 MBApple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), ASML Holding (ASML), and Applied Materials (AMAT) are Jim Woods' technology stocks to watch. On the other hand, Kevin Kelly is monitoring Oracle (ORCL), Genius Sports (GENI), and Xylem (XYL). They both weigh in on areas of opportunity within the tech sector.
Buying The Dips & Sticking To The Reflation Trade
May 21, 2021 14:53 - 5 minutes - 29.6 MB"Right now, I think we are transitioning from peak earnings to peak multiples. The inflation scare ultimately fades as fiscal support moderates and workers return to the labor force," says Invesco's Talley Leger. He remains in the buying the dips camp, while sticking to the reflation trade.
Pros And Cons To ETF Investing
May 21, 2021 11:11 - 10 minutes - 47.8 MB"ETFs offer liquidity and speed of implementation while factoring tilting of portfolios," says John Traynor. However, there are a couple reasons to stay away from these products. He says that there is a small size of many and there could be risks in investing in leveraged ETFs.
AT&T's (T) WarnerMedia Merge With Discovery (DISCA)
May 21, 2021 11:06 - 10 minutes - 63.3 MBAT&T (T) WarnerMedia and Discovery (DISCA) deal will be an all-stock, Reverse Morris Trust transaction. AT&T shareholders own 71% and Discovery shareholders own 29% of the new company. AT&T's SVP and Head of IR, Amir Rozwadowski, weighs in on the company after spinning off media assets.
Volatility in Crypto & Meme Stocks
May 20, 2021 21:40 - 6 minutes - 41.6 MB"The volatility in crypto and meme stocks is driven by a lack of increase in liquidity," says Chris Wallis. He believes that the risk is the U.S. economic growth slowing down potentially as early as 3Q. Also, will the market will become skeptical of consumption trends and consumer discretionary earnings momentum as the stimulus fades?
Small-Cap Stocks Outlook
May 20, 2021 21:31 - 5 minutes - 27.7 MB"Small caps have been in a holding patter since March highs and they got their usual early cycle lift from lower high-yield spreads," says Nick Colas. Chris Retzler provides his areas of opportunity in A.I., cloud, 5G, wireless connectivity and communications infrastructure.
Procore (PCOR) CFO On Impact Of Rising Inflation On The Construction Industry
May 20, 2021 18:20 - 6 minutes - 119 MBProcore Technologies (PCOR) is a cloud-based construction management software provider that allows key stakeholders to collaborate in real-time. The stock opened at $84 per share with the IPO priced at $67. The company's CFO, Paul Lyandres, weighs in on the impact of rising inflation on the construction industry.