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
Cisco Systems (CSCO) Earnings Beat On EPS And Revenue
May 20, 2021 16:11 - 6 minutes - 35.1 MBCisco Systems (CSCO) total revenue grew 7% Y/Y beating estimates by 1.8% says Jim Fish of Piper Sandler. He points out with supply chain issues impacting gross profit margin, top-line upside only resulted in $0.83 EPS. Piper Sandler has a neutral rating and stock price target of $49 on Cisco.
Breakdown of FOMC Minutes and the Bitcoin Sell-Off
May 20, 2021 11:43 - 8 minutes - 51.1 MBKim Forrest says the FOMC minutes show the Fed will continue to support asset markets. She says they may begin to taper their purchases might start to deal with inflation that they see as more than transitory. Kim also says the craze that has been crypto has been a speculation rather than a true substitute for a fiat currency like the dollar. She also gives her thoughts on CSCO and AMD.
What The Swings In Bitcoin Mean For Equity Markets
May 19, 2021 21:28 - 9 minutes - 48.7 MBBitcoin Futures (/BTC) fell to a low of $30,205 today and down 30%. "The correlation between high-growth tech stocks and bitcoin has tightened compared to previous years," says John Wu. He weighs in on growth stocks collapsing over the last few months, and institutional money entering crypto over the last year.
Kornit Digital (KRNT) CEO Talks Company's Earnings And Growth
May 19, 2021 18:39 - 7 minutes - 38.1 MBKornit Digital (KRNT) develops, manufactures, and markets industrial digital printing technologies for garment, textile, and apparel industries. The company's solutions include eco-friendly neopigment printing process. Brands that use their products include Asos, Adidas, and Hot Topic. CEO, Ronen Samuel, weighs in on the recent earnings report that indicated $0.16 in EPS and $66.12M in revenue.
Streaming Mergers: AT&T/Discovery vs. Amazon/MGM Studios
May 19, 2021 16:29 - 6 minutes - 26.8 MBBrad Gastwirth talks how Amazon is in discussions to buy MGM Studios for $9B, which he says would make sense for Amazon given their ambitious to be a one-stop-shop. He notes that better availability of content coming together enables the digital home to continue.
Walmart (WMT) & Target (TGT) Earnings
May 19, 2021 14:27 - 5 minutes - 27.4 MBWalmart (WMT) earnings report indicated $1.69 in EPS and $138.3B in revenue with 1Q U.S. sales being up 5%. CFRA's Garrett Nelson says that they have a hold rating on the stock with a price target of $145. There are some concerns related to margin contraction from slowing same-store sales growth and cost pressures. Target (TGT) earnings report indicated $3.69 in EPS and $24.2B in revenue. CFRA has a buy rating on the stock with a price target of $225.
Walmart (WMT), Macy's (M), and Home Depot (HD) Earnings Analysis
May 19, 2021 11:40 - 8 minutes - 133 MBHome Depot (HD), looks to me like it it wants to hit $400, says Tom O'Brien of TFNN.com. Tom thinks the stimulus checks have helped consumer spending. He says Macy's has a harder deal then Home Depot and Walmart. Next Tom addresses Baidu's (BIDU) earnings. Tom and Ben discuss stay-at-home stocks including DocuSign (DOCU) and Zoom Video Communications (ZM).
Why The Future Of Banking, Commerce Belongs to Crypto
May 18, 2021 18:33 - 4 minutes - 22.4 MBMichael Robinson says the future of banking and commerce belongs to crypto, and that within 5 years, every major bank and brokerage will adopt to at least Bitcoin. He forecasts that blockchain itself will account for trillions of dollars in transactions within a decade.
Housing Data Nothing Short Of Extraordinary
May 18, 2021 15:53 - 6 minutes - 32.1 MBThe demand for single family homes has just increased exponentially, explains Sam Dunlap of Angel Oak Capital Advisors. He weighs in on the lumber (/LBS) supply constraints. He adds they are expecting higher growth, inflation, and rates on the long-end in 2nd half of 2021. They remain cautious towards long duration fixed income. Tune in to the discussion with Oliver for more details.
CFRA Maintains Hold Rating On AT&T, Discovery Amid Deal News
May 18, 2021 12:24 - 6 minutes - 118 MBCFRA's Tuna Amobi discusses the WarnerMedia merger with Discovery. He says the deal is only mildly surprising with both parties now scaling up their nascent streaming offerings. The goal of the merger will be to compete with Netflix, Amazon, Disney, and other streaming giants. He also breaks down what this new company, comprised of AT&T and Discovery would look like.
Why It's Time To Sell ServiceNow (NOW)
May 18, 2021 12:23 - 4 minutes - 27.5 MBJordan Kahn makes the bearish case for ServiceNow, following its 150% rally from March 2020 lows. Its P/E reached 100x, meaning it is now "priced to perfection" with high-valuation software stocks becoming out of favor in today's markets.
SPX Rate Of Change & Which Way Will Apple Go?
May 18, 2021 12:20 - 9 minutes - 153 MBAsbury Research has 6 Internal Market Metrics, which include the rate of change of the SPX, NYSE market breadth, corporate bond spreads, and SPY investor asset flows. Also, which way will Apple (AAPL) go from here? Despite holding support near $123, John Kosar explains why the stock’s recent underperformance versus the SPX should be a warning sign for investors.
Electric Vehicle Industry Opportunities
May 17, 2021 19:24 - 6 minutes - 26 MBTesla (TSLA), General Motors (GM), Nikola (NKLA), NIO Inc. (NIO), Workhorse (WKHS) are some of the electric vehicle stocks that Mizuho's Vijay Rakesh discusses. In a recent report, the chip shortage could cost the auto industry $110B in revenue loss. Vijay also weighs in on NIO Inc. grabbing the largest market share in China's all-electric SUV market in April.
Understanding The Global Cost Of Cyber Attacks
May 17, 2021 17:25 - 6 minutes - 41.3 MBJack Ablin outlines the annual estimated global cost of ransomware in billions, and what the Nasdaq Cybersecurity Index has returned from January 13, 2017 through May 11, 2021. He also discusses some of the trends seen in current cybersecurity spending.
Bird Rides CEO On What's Next For The Company
May 17, 2021 12:27 - 10 minutes - 57.7 MBBird Rides, Inc. is going public via a SPAC merger with the Switchback II corporation. The company's footprint is across 200+ cities and has facilitated over 95 million rides. Its founder and CEO, Travis Vanderzanden, weighs in on how they are positioned in the electric micro-mobility market.
Walt Disney's (DIS) Earnings Report Recap
May 17, 2021 12:21 - 4 minutes - 26.5 MBWalt Disney (DIS) Earnings Report is out. Disney beat on EPS but missed on revenue. Earnings on Disney+ for 2024-2025 are the what investors' are looking to, not the parks, says Doug Creutz of Cowen. Dave and Oliver discuss Disney's streaming service and subscriptions.
EVgo CEO On The Outlook For Electric Vehicle Growth In The U.S.
May 17, 2021 12:16 - 6 minutes - 45.9 MBCEO Of EVgo Cathy Zoi explains EVgo as the nation's largest public fast-charging network for electric vehicles. She says you can get 150 miles charge in 15 minutes. She says they have charging stations in 65 metro areas across 34 states. EVgo plans to go public via a SPAC deal with Climate Change Crisis Real Impact I Acquisition Corp. EVgo has a partnership with General Motors (GM). Tune in to the discussion with Nicole for more details.
Hydrafacial CEO On What's Ahead For BeautyHealth (SKIN)
May 17, 2021 12:14 - 6 minutes - 40.9 MBHydrafacial CEO Clint Carnell discusses the company's recently completed SPAC merger with Vesper Healthcare to form BeautyHealth (SKIN). He highlights how this deal bridges medical and consumer retail as one entity, to bring skin care solutions more easily to consumers. Carnell talks through the company future growth prospects and long-term outlook.
Payment Stocks Successes and Opportunities
May 17, 2021 12:07 - 7 minutes - 38.2 MBChris Kuiper, Equity Analyst at CFRA Research and Alex Chalekian, Founder and CEO at Lake Avenue Financial discuss the outlook for payment stocks: Square (SQ) and PayPal (PYPL). They share expectations that payment stocks will likely continue to trend higher throughout the year and add their perspectives on opportunities for the group. These range from the adoption of bitcoin, potential for buyout and how users may continue using the products to replace banks all together.
CFRA Has Sell Rating on DASH, Buy Rating on ABNB Ahead Of 1Q Reports
May 13, 2021 19:46 - 4 minutes - 78.9 MBAngelo Zino previews two newly pubic companies, DoorDash and AirBNB, ahead of their post-market earnings Thursday. The CFRA has a sell rating on DoorDash ahead of the report, due to the uncertainty of what the company's orders will look like in a post-pandemic world. Adversely, the CFRA has a buy rating on AirBNB with it having an "enormous" amount of pent-up demand. Zino says monthly bookings could exceed previous peak levels by year-end.
Why The Most Important Part Of Inflation Today Is Companies Raising Wages
May 13, 2021 19:39 - 7 minutes - 36.3 MBDavid Dietze says a deep dive into inflation data points to transitory. 5% of components accounted for half of the surge seen in PPI data. He notes the U.S. bond, crypto, and gold market are all taking this in stride. But Dietze says the most important part of inflation is some companies increasing their wages.
Walt Disney (DIS) Earnings Expectations With Ross Gerber And Dryden Pence
May 13, 2021 19:35 - 8 minutes - 39.1 MBWalt Disney (DIS) earnings estimates are $0.31 in EPS and $16.02B in revenue. The report will be released in the post-market on May 13th. The stock's price target was raised to $210 from $200 at Morgan Stanley. Ross Gerber and Dryden Pence provide their take and how the company is faring amongst competitors.
Upstart (UPST) CEO With A Company Overview
May 13, 2021 16:20 - 7 minutes - 48.5 MBUpstart (UPST) shares up three quarters of a percent today and got a boost on earnings. Upstart (UPST) is an artificial intelligence cloud lending platform for banks. They currently have 18 banks in their platform. CEO Dave Girourard explains they are moving into auto loans. An advantage of an AI based system is that is it will be responsive to changes in the economy in real time. Tune in to the discussion with Oliver for more details.
fuboTV (FUBO) CEO Talks Earnings
May 12, 2021 21:53 - 6 minutes - 31.8 MBfuboTV (FUBO) earnings report indicated $119.7M in revenue, beating estimates. The company's growth in subscribers during 1Q is up 105% year-over-year. However, the stock is down almost 30% year-to-date. fuboTV's co-founder and CEO, David Gandler, provides his outlook on what is next.
Dynatrace CEO On The Growth Of Cloud Companies In A Post-Covid World
May 12, 2021 21:33 - 5 minutes - 30.2 MBDynatrace (DT) earnings report indicated $0.15 in EPS and $191.82M in revenue, beating estimates. The stock is trading higher as a result. The company has broadened offerings by investing in innovative tech, such as application security monitoring. Its CFO, John Van Siclen, provides his outlook on what is next for cloud companies.
Covid-19 Vaccine Stocks
May 12, 2021 19:07 - 6 minutes - 31.5 MBCFRA has a buy rating on the Pfizer (PFE) stock with a $45 price target. They also have a buy rating on Johnson & Johnson (JNJ) with a $177 price target, as well as Novavax (NVAX) with a $200 price target. Sel Hardy examines the outlook for these pharmaceutical stocks.
Takeaways From Today's CPI Report
May 12, 2021 17:21 - 8 minutes - 141 MBPrices are "popping up" in cars, airfares, and restaurant prices explains William Lee of Milken Institute. He says investors are looking to China and emerging market bonds for higher yield, but they will have to take on sovereign risk. He says a rise in the corporate tax rate would be the biggest threat to U.S. investors.
Investors Now Torn Between Inflation & Central Bank Accommodation
May 12, 2021 17:18 - 8 minutes - 134 MBMelissa Brown says currently, investors are torn between opposing forces: inflation vs central bank accommodation. If bad news and negative sentiment signal potential issues, high valuation just exacerbate that issue if equities do end up falling. She notes high volatility and high beta stocks have fallen out of favor, while value stocks' rise has stalled.
CFRA Lowers Consumer Discretionary Sector To Market Weight From Overweight
May 12, 2021 10:43 - 7 minutes - 50.5 MBSam Stovall discusses the CFRA lowering its opinion on the consumer discretionary sector to market weight from overweight. He examines the broader sector's outlook, with commodity prices, wage pressures, and transportation rates pressuring costs and likely to squeeze profit margins. And notes the impact this could have on a company like Chipotle.
Why MacroGenics (MGNX), Coherus BioSciences (CHRS) Should Be On Your Biotech Radar
May 12, 2021 10:41 - 6 minutes - 28.5 MBBrad Loncar discusses the broader outlook for the biotech sector, on what he calls one of the best days he has seen "in ages". Two of his stocks to watch within the sector are MacroGenics and Coherus BioSciences, and he talks through some of the opportunities that lay ahead in these two names.
CarLotz CEO Covers Company Earnings
May 11, 2021 18:16 - 8 minutes - 49.1 MBCarLotz (LOTZ) earnings report indicated -$0.15 in EPS and $56.6M in revenue with 1Q retail unit sales increasing 76% year-over-year. The company is a consignment-to-retail used vehicle marketplace with a tech-enabled buying, sourcing, and selling model. Its CEO Michael Bor says that the company plans an expansion to California in the "coming months."
Roblox (RBLX) Earnings
May 11, 2021 16:21 - 4 minutes - 34.2 MBRoblox (RBLX) Earnings are out. Roblox (RBLX) put together a terrific quarter says Anthony Bartolacci of Sensor Tower. He is looking at the usage and engagement numbers. They see user time spent going down. Electronic Arts (EA) has a new mobile game launching called Apex Legends, a battle royale game.
Real Estate Stocks Opportunities
May 11, 2021 12:06 - 7 minutes - 45.9 MBReal estate earnings. Omega Healthcare (OHI) $0.85 in EPS and $273.8M in revenue. Its quarterly dividend is $0.67 per share. W.P. Carey (WPC) stock is up about 6% in 2021 with a quarterly dividend of $1.048 per share. Finally, Realty Income (O), is up about 9% in 2021 with a quarterly dividend of $0.235 per share. Brad Thomas provides his take on REITs and whether investors should consider them.
Lightning Emotors (ZEV) CEO With A Company Overview
May 11, 2021 11:46 - 6 minutes - 40.4 MBLightning Emotors (ZEV) co-founder and CEO, Tim Reeser, says that the company designs, engineers, customizes, and manufactures zero-emission vehicles for commercial fleets since 2018. The stock began trading on the NYSE on May 7th.
Why 1Q Earnings Have Been Stellar, But 2Q Earnings Could Be "Historic"
May 11, 2021 11:25 - 6 minutes - 41.5 MBRyan Nauman highlights 1Q earnings have been stellar, with 2Q earnings looking to be historic. He says the return of good news is bad news for the markets, and that a weak jobs number is more about soft labor supply and less to do with labor demand.
Headwinds Facing Consumer Staples
May 10, 2021 18:34 - 6 minutes - 30.3 MB"Everyday items may get more expensive due to supply chains. The cost of commodities are going up and consumer demand is still high," Greg Portell says. What are some areas of opportunity in consumer staples? Sarah Henry's stocks to watch are Mendelez International (MDL) and PepsiCo (PEP).
Trulieve (TCNNF) Acquires Harvest Health & Recreation
May 10, 2021 15:56 - 5 minutes - 33.4 MBTrulieve: TCNNF announces the largest US Cannabis Transaction by acquiring Harvest Health & Recreation Inc. and creates the most profitable multi-state operator in the world’s largest cannabis market. Dan Ahrens provides his take. He also discusses the re-opening effect on hotels and restaurants by examining the BEDZ and EATZ ETFs.
E-Commerce Stocks As Long-Term Investments
May 10, 2021 12:29 - 5 minutes - 42.8 MBAlibaba: BABA and JD.com : JD stocks control around 80% of the Chinese e-commerce market which is 3 to 4 times the size of the U.S. Lee Munson says that he has 20% exposure in emerging markets within his stock portfolio.
Cars.com CEO Alex Vetter On What's Next For The Company
May 10, 2021 12:16 - 7 minutes - 48.7 MBCars.com (CARS) earnings report indicated $0.08 in EPS and $153.3M in revenue. The revenue growth was 3.5% in 1Q21 vs -4% in 1Q20. The company's president and CEO, Alex Vetter, weighs in on the rise in demand of used cars.
Employment Situation Report Impact On The Markets
May 07, 2021 18:19 - 6 minutes - 39.5 MBThe April 2021 Employment Situation report indicated a 6.1% unemployment rate versus the 5.8% estimates, and a participation rate of 61.7%. Jonathan Corpina weighs in on the S&P and DIJA hitting all-time highs despite the surprisingly weaker jobs numbers. Are people making more money staying at home or are companies still fearful of the virus and not hiring at an accelerated pace? He believes that we need to manage the expectations for the reopening and its impact on the economy.
Avaya CEO On What's Next For The Company
May 07, 2021 18:09 - 7 minutes - 34.7 MBAvaya: AVYA CEO, Jim Chirico, weighs in on the recent earnings report which indicated $0.74 in EPS and $738M in revenue. The company is a provider of digital communications products, solutions, and services with notable customers like DELL, AAPL, WMT, DIS, CMCSA, and CVS. The stock reached an all-time high on Feb. 11, 2021.
Tables Turn In Gold (/GC) Vs Bitcoin (/BTC)
May 07, 2021 17:46 - 4 minutes - 28.6 MBGold (/GC) Vs Bitcoin (/BTC) is compared. Bob Iaccino of Path Trading Partners joins Oliver Renick to discuss how they compare and how he is trading them. "I do believe that today was a breakout moment' says Bob about gold. He believes there is room to grow in gold. Learn more about gold and bitcoin here.
Square (SQ) Earnings Recap
May 07, 2021 17:45 - 7 minutes - 39.9 MBSquare: SQ earnings report indicated $0.41 in EPS and $5.06B in revenue, beating estimates. Mizuho's Dan Dolev has a buy rating on the stock with a price target of $380. He says that in merchant acquiring, the company is solidifying its presence with the big boys. Also, the lapping stimulus may mean moderating cash app growth.
Tailwinds Driving Market Momentum In 2021
May 07, 2021 13:41 - 5 minutes - 89.2 MB"Accommodating Fed policies, a robust vaccine rollout, better-than-expected earnings growth, strong fiscal support, and a resilient U.S. consumer are the current market tailwinds," says Barry James. He believes that the reopening trade has plenty of room to run and small caps may outperform large caps. Finally, he provides his stock to watch - MasTec: MTZ.
Peloton (PTON) Earnings & Recall Of Treadmills
May 07, 2021 13:31 - 6 minutes - 27 MBPeloton: PTON earnings report indicated -$0.03 in EPS and $1.13B in revenue, beating estimates. Its revenue growth in 3Q21 was 140.6% vs 65.6% in 3Q20. Camilla Yanushevsky weighs in on the impact of the company's recall of treadmills citing "risk of injury or death."
PayPal (PYPL) Earnings Takeaways
May 06, 2021 19:55 - 5 minutes - 27.9 MBPayPal: PYPL earnings report indicated $1.22 in EPS and $6.03B in revenue, beating estimates. Matt Schulz and Janet Alvarez say that "buy now pay later" loans continue to boom and credit card sign-up bonuses are climbing. These could be signs that the stimulus impact might have been more short-lived than anticipated.
GMBL CEO On The Esports & Online Gambling Company
May 06, 2021 19:45 - 8 minutes - 50.2 MBEsports Entertainment Group (GMBL) chairman and CEO, Grant Johnson, says that the company's mission is to bring fans and gamers together and connect them with the future of sports entertainment. It currently has partnerships with major professional sports - NFL, NHL, NBA, and FIFA. The stock is up about 75% in 2021.
Moderna (MRNA) Increasing Global Vaccine Supply
May 06, 2021 16:26 - 6 minutes - 39.4 MBModerna: MRNA earnings report indicated $2.84 in EPS and $1.9B in revenue. The company will supply a Covid-19 booster vaccine to Switzerland. Oppenheimer's Hartaj Singh weighs in and says that they have an outperform rating on the stock with a $206 price target.
Twilio (TWLO) Earnings
May 06, 2021 16:14 - 5 minutes - 92.7 MBTwilio: TWLO earnings reported $0.05 in EPS and $590M in revenue, beating estimates. Its revenue growth was 61.7% in 1Q21 vs 56.5% in 1Q20. Summit Insights Group's Jonathan Kees says that they have a buy rating on the stock with a $550 price target.
Impact Of Pandemic On Retail Supply Chains
May 06, 2021 13:03 - 6 minutes - 109 MB"Retailers have to build up inventory to make their supply chains more resilient as managing transportation to the consumer is critical for a retailer," says Uma Pattarkine. Does this mean that there is more demand for industrial real estate? Her REITs to watch are FR, DRE, and REXR as they are all up in 2021.