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
Melissa Armo Is Bearish On NFLX, MSFT, TSLA
May 05, 2021 20:27 - 5 minutes - 22 MBNetflix: NFLX is down about 7% and Tesla: TSLA is down about 5% in 2021. However, Melissa Armo is bullish on the United Parcel Service: UPS and Target: TGT. UPS is up more than 25%. Also, Microsoft: MSFT is another name to watch as the stock is up about 11% this year.
Chegg CFO On What's Next For The Company
May 05, 2021 20:26 - 6 minutes - 40.9 MBChegg: CHGG CFO, Andy Brown, discusses 1Q earnings which reported -$0.49 in EPS and $198.4M in revenue. Its revenue growth was at 50.8% vs 35.1% in 1Q20. How does the company plan to adjust to a post-Covid world, and what innovations are coming next?
Catalysts For Tuesday's Sell-Off In Tech & Small Caps
May 05, 2021 14:41 - 8 minutes - 38.6 MBBob Shea says the stock market stopped going up on good news and positioning become one-side/long. He feels stock market speculation/gambling moved from equity call options to crypto. He adds emerging markets were leading on the upside and turned down weeks ago.
Ken Mahoney: 1Q Earnings Indicate Little Growth In Popular Value Stocks
May 05, 2021 11:48 - 6 minutes - 32.4 MB"The national debt is not an issue as interest rates remain low," says Ken Mahoney. In addition, he is seeing money flow back into growth and tech stocks. If the capital gains rate goes up, he says that dividend stocks become more attractive. Finally, Ken provides his ETFs to watch - DGRO, XLE, XLB, and XLF.
Extreme Networks (EXTR) CEO On Company Earnings
May 05, 2021 11:40 - 7 minutes - 31.1 MBThe CEO of Extreme Networks (EXTR), Ed Meyercord, joins The Watch List to discuss his company's performance over the past year as well as his outlook moving forward. After seeing double digit revenue growth in the company's March quarter fueled by its cloud platform, Meyercord says the company's competitive position in the enterprise software space has never been stronger.
T-Mobile (TMUS) Earnings
May 04, 2021 22:26 - 7 minutes - 132 MBT-Mobile: TMUS reported earnings of $0.74 in EPS and $19.76B in revenue, beating estimates. Roger Entner provides his take on the company's total net additions of 1.4M and the impact of the Spring merger. Will the stock price continue an upward trend, and how will the company perform amidst tough competition?
Paul Lambert's Stock Picks: SHOP, PINS, NOW, PCTY
May 04, 2021 22:18 - 7 minutes - 36.2 MBPaul Lambert weighs in on why software companies are a good investment despite 1st quarter's underperformance. His current stock picks are Shopify: SHOP, Pinterest: PINS, ServiceNow: NOW, and Paylocity: PCTY.
Caleb Silver: Investor Sentiment Is "Over-Bullish"
May 04, 2021 21:20 - 5 minutes - 28.7 MBInvestopedia's editor-in-chief, Caleb Silver, says that spring fever is juicing sentiment as volatility is disturbingly chill. This indicates that investors have little anxiety. Did big stocks lose luster? He also weighs in on regional banks being on a run with rising interest rates meaning better net interest margins. SMBC, KEY, and HTBI had 52-week highs. And finally, Caleb provides his take on the auto industry with used car sales at a multi-year high.
Pegasystems CFO Talks Company's Earnings And Growth
May 04, 2021 14:17 - 5 minutes - 38.5 MBPegasystems: PEGA CFO, Ken Stillwell, says that the innovative software company "crushes business complexity" by providing solutions for customer engagement and business process automation. Its most recent earnings indicated $0.26 in EPS and $313.5M in revenue with subscriptions revenue growing 23% year-over-year. The stock is up about 15% in April.
Hedging Against Market Volatility
May 04, 2021 14:14 - 4 minutes - 24.1 MB"I remain extremely bullish on the economy as the market has not priced in the acceleration in inflation and GDP growth," says Eddie Ghabour. He expects stock returns to continue. What are some strategies to hedge your portfolio? He says that the best way is to diversify by sector and not to be passive with 100% of your assets. Instead, have both active and passive assets.
Eva Adosoglou's Stocks To Watch: FB, GOOGL, AMZN
May 03, 2021 20:23 - 5 minutes - 32.9 MBEva Adosoglou says that the primary market trend continues to be "favorable" with hyper growth peaking on February 20th and discount value peaking mid-March. She believes that with indices being near all-time highs, both value and growth may experience weakness. Eva's tech stocks to watch are Facebook: FB, Alphabet: GOOGL, and Amazon: AMZN.
Michael Lee On Unprecedented Valuations
May 03, 2021 18:31 - 6 minutes - 43.4 MB"I have never seen earnings so far ahead of estimates," says Michael Lee. He believes that we are at the beginning of a business cycle as Fed money printing will not stop anytime soon. Currently, his stocks to watch are Microsoft: MSFT, Home Depot: HD, and Target: TGT.
Kenny Polcari: The Market Is A Bit Stretched
May 03, 2021 18:23 - 9 minutes - 51.3 MBKenny Polcari is worried about inflation as prices are rising. His investment strategy is the barbell approach and holding some cash for the next pullback. Some of his stocks to watch are JPMorgan Chase: JPM, Bank Of America: BAC, Caterpillar: CAT, and Honeywell: HON. He also is interested in CVX, XOM, SLB, and APD.
1Q Earnings Season Takeaways
May 03, 2021 15:47 - 8 minutes - 45.3 MBRemarkable 1Q earnings season left no doubt corporate America is in a recovery, says Rebecca Felton. She adds the consumer is healthy and spending and still has cash on the sidelines in terms of the savings rate, so very encouraging across the board. They are seeing companies resume their spending for growth. Their portfolios are positioned with a healthy mix of growth and value. They have boosted exposure in industrials, consumer discretionary, and financials.
Best Performing ETF Sectors YTD
May 03, 2021 12:46 - 8 minutes - 55.9 MBETF.com editor-in-chief, Drew Voros, weighs in on the top ETF sectors - energy: XLE, financials: XLF, real estate: XLRE, industrials: XLI, and materials: XLB. In addition, what sectors have seen the biggest ETF outflows, and has there been a rise in dividend ETFs?
Stem CEO On Company Growth & SPAC Deal
April 30, 2021 19:11 - 8 minutes - 51 MBStem Inc.'s CEO, John Carrington, says that the smart energy storage solutions company helps enterprise customers benefit from from a clean, adaptive energy infrastructure. Its customers include Amazon, Walmart, Facebook, Home Depot, Alphabet, and UPS. The stock (STEM) began trading on the NYSE on April 29th.
Nicole Webb: Digitalization Is The Largest Trend
April 30, 2021 18:59 - 5 minutes - 34 MBAre there still areas of value in the markets? According to Nicole Webb, the inflation story is getting more interesting with the small-cap rotation being on pause. She also says that digitalization is the largest trend, and she is really focused on allocation of diversification. And finally, Nicole provides her stocks to watch - AMZN, BABA, FDX, UPS, TSM, and BP.
1-800-FLOWERS.COM (FLWS) CEO Talks Earnings
April 30, 2021 16:44 - 9 minutes - 170 MBThe 1-800-FLOWERS.COM, Inc.: FLWS CEO, Chris McCann, weighs in on the recent earnings that reported $0.02 in EPS and $474.23M in revenue. Which areas of the company are performing particularly well during the pandemic and how does it get ahead of some of its competitors?
Social Media Earnings: Facebook & Twitter
April 30, 2021 14:18 - 8 minutes - 46.3 MBTwitter: TWTR reported earnings of $0.16 in EPS and $1.04B in revenue, and Facebook: FB also reported earnings, which indicated $3.30 in EPS and $26.17B in revenue. Because of these strong numbers, Wedbush's Ygal Arounian says that the investment firm raised its price target for FB to $355 from $340.
Why Companies Are Willing To Invest In Bitcoin
April 30, 2021 11:39 - 5 minutes - 28.2 MBTreasury Partners' Jerry Klein weighs in on some companies' decision to invest in bitcoin: /BTC as Tesla: TSLA sells it in 1Q for proceeds of $272M. Is bitcoin's volatile price movement a cause of concern for some?
Bubble Market Investment Strategies
April 30, 2021 11:31 - 10 minutes - 44.2 MBPhil Toews says that framing the market bubble as "should I stay or should I go" is the wrong way to think about it as the reflation trade has already reflated. Are tech and innovation stocks in a full bubble? He believes that investors should create an all-weather approach that does not involve making market calls. Instead, they should lean in on small to mid blend stocks in the U.S. while the bubble is growing.
Investing For The New Era
April 29, 2021 19:08 - 8 minutes - 50.9 MBBusinesses that are doing well are meeting customers where they are, says Stephen Lee. According to him, this goes beyond the "omni-channel" experience as a fully developed customer experience builds long-term resiliency and loyalty. His stocks to watch are WSM, LULU, SBUX, AAPL, and NKE.
Apple (AAPL) Earnings
April 29, 2021 12:01 - 7 minutes - 29.1 MBApple: AAPL earnings beat estimates with $1.40 in EPS and $89.58B in revenue. In addition, the company's revenue growth in 2Q21 was 53.6%. CFRA Research's Angelo Zino analyzes the strong report and weighs in on what could be next for Apple.
Big Tech Stocks: GOOGL, MSFT, AAPL
April 28, 2021 18:49 - 6 minutes - 36 MBWhat have investors learned from tech earnings so far? Tom Hayes and Burns McKinney weigh in on Alphabet: GOOGL beating earnings estimates and reporting $26.29 in EPS and $55.31B in revenue. Microsoft: MSFT also beat estimates and reported $1.95 in EPS and $41.7B in revenue.
Charles Schwab Foundation President On Importance Of Financial Literacy
April 28, 2021 18:42 - 12 minutes - 59 MBThe President of the Charles Schwab Foundation, Carrie Schwab-Pomerantz, says that financial literacy is a great equalizer that contributes to bigger social issues of poverty, the wealth gap, and racial inequity. How can the next generation be prepared for financial literacy? She says that financial security starts with a conversation at home as parents need to talk to their sons and daughters about money equally. Her advice for young investors is that they have an opportunity to channel o...
Todd Sohn's Stocks To Watch: AMZN, CWH, FDX
April 28, 2021 18:35 - 5 minutes - 26.3 MBTodd Sohn says that market participation remains remarkably broad, and given underlying strength, he is inclined to be a dip buyer. Also, he believes that discretionary and high beta stocks are in the driver's seat with the largest risk being sentiment. His sectors to watch are consumer discretionary, REITs, and global materials. And finally, Todd is currently watching the following stocks: AMZN, CWH, and FDX.
Visa (V) Earnings
April 28, 2021 15:49 - 5 minutes - 24.7 MBPaul Golding, Lifestyle and Payments Analyst at Macquarie Group, discusses the increase in transaction and payment volumes up 16% over 2019 levels. He says there has been credit improvement and the digital piece is becoming very structural. Macquarie has an outperform rating on Visa's stock with a price target of $265 up from $245. Next he discusses Mastercard ahead of earnings and points out that Mastercard has emerging markets and consulting businesses.
Boeing (BA) Earnings
April 28, 2021 15:47 - 7 minutes - 54.1 MBJohn Eade from Argus Research says that they are maintaining a $240 price target for the Boeing: BA stock. The earnings report indicated -$1.53 in EPS and $15.22B in revenue. In 1Q, Boeing delivered 77 commercial planes. The company sees travel demand returning to 2019 levels by 2023 and 2024.
Adobe And FedEx Partnership
April 28, 2021 12:39 - 5 minutes - 30.3 MBAdobe's Peter Sheldon says that the multi-year collaboration between Adobe: ADBE and FedEx: FDX will drive e-commerce innovation. It will allow merchants to better handle a strong increase in package volume by accessing the FedEx post-purchase logistics intelligence. Among some of the benefits for merchants and consumers are two-day shipping, easy returns, and seamless checkout.
Dave Harden's Stock Picks: HSY, CBOE, DLB
April 28, 2021 12:30 - 6 minutes - 39.9 MBDave Harden's first stock pick is Hershey: HSY as the company plans to have 100% recyclable packaging, and earnings have been great the last three quarters. Next, he discusses CBOE Global Markets: CBOE since the market is trading up and there has been a long-term history with rising earnings and outperformance. Finally, Dave's last stock pick is DOLBY: DBE as the company has growing earnings and lower beta.
Big Tech, Alternative Energy, And 5G
April 27, 2021 19:35 - 6 minutes - 31.6 MBSylvia Jablonski says that her outlook remains bullish in terms of the broad-based market as the value trade is a little overvalued. She believes that corporate cost-cutting has put largest business in a healthier spot financially. And finally, she sees long term investment opportunities in alternative energy and 5G.
CFO Jack Hartung Talks Chipotle (CMG) Earnings
April 27, 2021 19:33 - 9 minutes - 59.2 MBChipotle CFO Jack Hartung discusses increased beef, dairy, and wage expenses. He talks their comp 17.2% numbers and increased margins during the Covid-19 pandemic. He explains the benefits of working for Chipotle including debt-free degrees, employee development, and career opportunities. He discusses potential competition with the reopening of the economy.
Takeaways From The Tesla (TSLA) Earnings Report
April 27, 2021 15:12 - 5 minutes - 37.4 MBWebush's Dan Ives maintains an outperform rating and $1,000 price target on Tesla. He says it was a ho-hum quarter, but Tesla gave the street a glimpse of demand and capacity to build out in 2021. He says the main line in the sand now is the ability for Tesla to penetrate the China market. He adds you need to focus on deliveries, profitability, and what the market looks like ex-credits.
Overlooked Stocks: CSPR, TSLA, PLAN, VRSN
April 27, 2021 11:26 - 12 minutes - 72.6 MBGeorge Tsilis discusses the Casper Sleep stock: CSPR as Wedbush recently upgraded it to outperform from neutral. The company sells mattresses, sheets, pillows, blankets, and other sleep-centric products. The next overlooked stock is Anaplan: PLAN which is up almost 20% in April. The company develops and publishes a cloud platform for business applications. And finally, George weighs in on Verisign: VRSN, a provider of domain name registry and internet security. The stock recently outperfor...
Expectations For Tech Earnings
April 27, 2021 09:40 - 7 minutes - 42.9 MBKim Forrest shares her thoughts on the mega cap tech earnings out this week. Her most favored big tech name is AAPL after lagging behind peers this quarter in terms of performance relative to tech peers GOOGL and MSFT. She is looking for conference calls with management addressing questions such as potential chip supply shortages that may limit forward revenue guidance and how product and service pipelines looks for the the remainder of 2021. Kim says investors will focus on guidance f...
How To Use Earnings To Assess Your Portfolio
April 26, 2021 22:14 - 7 minutes - 49.2 MBMatt Maley says that more than 80% of companies are beating recent earnings expectations, more than usual. Investors need to listen to guidance to see if the stock market is going to rally further. And finally, he believes that some stocks have already priced-in best case scenarios for earnings growth.
Why Investors Should Expect A "Travelgeddon"
April 26, 2021 22:09 - 7 minutes - 41.1 MBJay Hatfield weighs in on why we should expect a "travelgeddon" this summer with the virus being contained in the U.S. and U.K. He is also estimating the headline inflation approaching 4% during the next few months due to a rise in energy prices, especially with oil prices expecting to rise to the $70 - $80 range.
Aquiles Larrea's Stocks To Watch: BA, RTX, PINS, ITW, DHI
April 26, 2021 19:29 - 6 minutes - 43.7 MBAquiles Larrea is watching the Boeing: BA stock as it continues to defy expectations and consensus is trending upwards. He also has his eye on Pinterest: PINS as the stock has done well in terms of performance since its IPO and he does does not any pullback as a buying opportunity. And finally, one of the other stocks that he discusses is Illinois Tool Works: ITW since earnings are on pace to grow at 5.2% this year and the return for the previous year was over 146%.
VivoPower's Decarbonization Solutions
April 26, 2021 18:39 - 5 minutes - 43.1 MBThe co-founder and executive chairman of VivoPower: VV{R, Kevin Chin, says that the sustainable energy solutions company provides customers with decarbonization solutions by enabling them to move forward to a net zero carbon status. The stock is down about 4% in 2021.
Overlooked Stocks: HZO, UMC, AVNW
April 26, 2021 11:27 - 12 minutes - 66.4 MBGeorge Tsilis provide his first overlooked stock pick - MarineMax: HZO. The company is a recreational boat and yacht retailer and reported $1.69 in EPS and $523.1M in revenue in their recent earnings report. His next stock pick is United Microelectronics: UMC which is a global semiconductor foundry. And finally, George provides his take on Aviat Networks: AVNW, a microwave network solutions provider that offers routers, 5G radios, and microwave switches.
Investment Strategies To Balance Your Stock Winners
April 26, 2021 11:08 - 5 minutes - 23.2 MBWhen is the best time to sell a stock? Gregg Kaplan says that investors cannot pick highs and lows, so they should always have a plan. In addition, they should have a target in mind depending on the risk vs reward preference, and there may be an opportunity to collar the stock with options (buy puts or sell calls) to buffer any exit.
Fed Announcement & NKLA, PSLV
April 23, 2021 19:01 - 6 minutes - 29.6 MBJane Gallina from Ticker Tocker, gives her macro market outlook ahead of next week’s Fed announcement as Powell is OK with inflation growing until 2023. Her stocks to watch are NKLA and PSLV, as well as the Ripple XRP Index: XRPLX.
Outlook For The Space Industry
April 23, 2021 17:59 - 6 minutes - 37.1 MBThe CEO of ProcureAM, Andrew Chanin, weighs in on NASA's SpaceX Crew-2 Mission launching today from Florida. In addition, he examines the Procure Space ETF: UFO and says that it is the first to give investors pure-play access to the space industry. It invests in companies that receive at least 50% of revenue or profits from one or more segments of the space industry.
Mattel (MAT) Chairman & CEO On Earnings
April 23, 2021 16:40 - 8 minutes - 45.8 MBThe chairman and CEO of Mattel: MAT, Ynon Kreiz, weighs in on 1Q earnings of -$0.33 in EPS and $874.2M in revenue. The report indicated highest quarterly sales growth in more than 25 years, especially with Barbie sales driving a 47% increase. The company expects net sales for the year to increase by 6 to 8%.
Overlooked Stocks: GWW, OPEN, LAZR
April 23, 2021 11:15 - 11 minutes - 64.7 MBGeorge Tsilis discusses W.W. Grainger, an industrial distribution products company that handles safety handling materials, metal working components, and grounds keeping equipment. He points out their consistent earnings, cash flow, and dividends. Next he explains Opendoor Technologies, a company that buys residential real estate for resale purposes. They make instant cash offers on homes digitally to repair and relist them for sale. Lastly he delves into Luminar Technologies, a lidar techn...
Investment Opportunities In The Auto Sector
April 22, 2021 22:00 - 7 minutes - 43.7 MBTyson Jominy says that the auto industry had overall strong earnings for 1Q as consumers are quickly electrifying. However, he believes that the wholesale adoption of autonomous tech is still late this decade. Which companies stand to benefit from Lidar adoption, and what should investors know about autonomous driving?
NeuroPace Inc. (NPCE) CEO With A Company Overview
April 22, 2021 21:56 - 9 minutes - 57.5 MBThe president and CEO of Neuropace Inc. (NPCE), Mike Favet, says that the commercial-stage medical device company created a RNS System for drug-resistant epilepsy. The stock began publicly trading today with shares opening for trade at $23.25 per share.
KnowBe4 (KNBE), The First Cybersecurity IPO Of 2021
April 22, 2021 21:50 - 5 minutes - 31.3 MBThe co-president and CFO of KnowBe4 (KNBE), Krish Venkataraman, says that the cybersecurity company focusing on human error enables employees to recognize phishing attacks. It has been cash flow positive for the past three years. KNBE is the first cybersecurity IPO of 2021 and looking to raise approximately $213M at a $3B valuation.
Economic Recovery Not Seen In Four Decades
April 22, 2021 21:39 - 5 minutes - 21.8 MBJohn Mowrey highlights that investors grew increasingly optimistic in the first quarter, with the stimulus and vaccinations setting up economic recovery not seen in nearly four decades. Because of this, markets have been propelled upward by valuation multiple expansion - thus, creating a heavier weight on fundamentals and company earnings.
Rising Company Debt During The Pandemic
April 22, 2021 21:38 - 7 minutes - 27.4 MBDistressed securities are securities issued by a company that is near to- or in the midst of - bankruptcy (Investopedia). George Schultze joins Nicole to help define this overlooked asset and talk about potential investment opportunities. Schultze says distressed debt has reduced year-over-year as the economy recovers from the COVID-19 pandemic, limiting the areas of opportunities within.