Schwab Network

CBO Talks INVZ Role In Electric Autonomous Vehicles

April 06, 2021 19:03 - 8 minutes - 47.3 MB

The co-founder and chief business officer of Innoviz Technologies (INVZ), Oren Rosenzweig, says that the company develops Lidar sensors and software for autonomous driving. It has been selected by BMW for its fully electric IX autonomous car program.

Investment Strategies For Casino Stocks

April 06, 2021 13:08 - 7 minutes - 39.5 MB

Jason Browne says that online gambling competition was a growing trend pre-pandemic, and currently, the industry continues to lose money despite the initial reopening. In addition, he weighs in on gaming stocks not being cheap by any historical standards.

Opportunities In Legacy Tech Stocks

April 06, 2021 12:28 - 7 minutes - 36.2 MB

Michele Schneider examines International Business Machines (IBM) and General Electric's (GE) clean energy opportunity. In addition, she weighs in on Seagate Technology (STX) being up 27% in 2021.

The Growing Popularity Of ETFs

April 06, 2021 12:22 - 8 minutes - 36.2 MB

Matthew Bartolini weighs in on financial ETFs continuing to grow in popularity in March, while the first quarter of 2021 seeing a record-setting ETF demand.

Examining Market Performance In 2021

April 05, 2021 15:47 - 10 minutes - 52.5 MB

Nick Colas talks 1Q earnings expectations and what investors can expect as the economy reopens. He says “we need earnings to come through to show that earnings leverage, and that’s exactly why the market trades for 21x earnings–the market thinks it’s really 19x and numbers are going up.”

Eric Lynch's Quality Value Stock Opportunity: Centene (CNC)

April 05, 2021 11:43 - 8 minutes - 46.8 MB

Eric Lynch says that quality value stocks are at historic discounts versus "junk" stocks as healthcare is the only sector trading at or below historical price-to-earnings ratio. He also weighs in on why markets are enamored with "barbell" or expensive risk assets.

Cem Karsan: Implied Volatility On A Fixed-Strike Basis Could be Cheap

April 01, 2021 20:12 - 12 minutes - 72.4 MB

Cem Karsan provides a bullish short-term outlook with a cautionary message about what can happen later this month. “It’s fair to say if we get the rally I expect in the next week and a half, implied vol on a fixed-strike basis will be quite cheap.”

CEO Of OPTIMIZERx Discusses The Company's Gains In 2021

April 01, 2021 17:52 - 8 minutes - 63.2 MB

The CEO of OPTIMIZERx (OPRX), Will Febbo, says that the digital health company provides communications solutions for life sciences companies, physicians, and patients. Its digital health platform helps patients afford and stay on medications while raising awareness among doctors about drug manufacturers' financial support programs. The stock is up about 60% in 2021.

Takeaways From Latest Investopedia Investor Survey

April 01, 2021 11:27 - 8 minutes - 42 MB

The editor-in-chief of Investopedia, Caleb Silver, says that higher interest rates will be a reality and higher corporate taxes will hurt tech profit margins. According to the Investopedia survey, new traders are also the most active traders, and are mostly self-taught.

What Investors Need To Know About The ARK Innovation ETF (ARKK)

April 01, 2021 11:21 - 12 minutes - 78.3 MB

Robby Greengold weighs in on the Morningstar analyst rating of neutral on the ARK Innovation ETF (ARKK) as few features suggest that it will continue to outperform. "Its lone portfolio manager, inexperienced team, and lax risk controls make it ill-prepared to grapple with a major plot twist."

David Dineen: Growth Stocks Look To Rebound Next Quarter

April 01, 2021 11:14 - 8 minutes - 50.6 MB

Why is it time to buy the dip in big tech? David Dineen says that investors should look to buy areas of tech and alternative energy that sold off heavily as historically, higher equity markets and higher yields are compatible.

Paysafe's NYSE Debut

March 31, 2021 19:50 - 7 minutes - 45.7 MB

The CEO of Paysafe (PSFE), Philip McHugh, says that the multi-national online payments company was initially valued at $9B at the SPAC announcement. The stock debuted on the NYSE today. How will Paysafe benefit from the growth of online gambling?

Micron (MU) Earnings

March 31, 2021 19:45 - 7 minutes - 33 MB

Angelo Zino and Daniel Rubino preview the Micron (MU) earnings report, and also evaluate the outlook for semiconductor stocks as 2021 progresses.

Trends To Watch In Renewable Energy

March 31, 2021 12:37 - 6 minutes - 36.3 MB

What are some opportunities in the renewable energy space? David Sher says that market forces are driving renewable energy demand as the potential infrastructure bull is focused on clean energy.

Outlook For Restaurant Stocks In 2021

March 31, 2021 12:33 - 7 minutes - 49.7 MB

Tuna Amobi weighs in on Darden Restaurants (DRI) earnings of $0.98 in EPS and $1.73B in revenue as its blended same-restaurant sales down 26.7% in 3Q. In addition, CFRA has a buy rating on Brinker International (EAT).

CEO On How Deal With T-Mobile For 5G Helped INSG Earnings

March 31, 2021 11:48 - 7 minutes - 44.3 MB

The Chairman and CEO of Inseego (INSG), Dan Mondor, says that the company's 5G market position continues to strengthen and has an uptake in new SaaS offerings. Its technologies can enable A.I., V.R. and edge computing technologies.

How The U.S. Vaccine Rollout Could Boost American Stocks

March 31, 2021 11:43 - 8 minutes - 57.3 MB

How will the reopening economy affect the markets? Matt Weller says that President Biden's infrastructure legislation could be a boost for industrial names as the U.S. Dollar could be weak in April due to historical performance.

Beam Global (BEEM) CEO On Profit Outlook

March 30, 2021 18:26 - 8 minutes - 52.8 MB

The CEO of Beam Global (BEEM), Desmond Wheatley, says that energy resiliency is a growing issue in the U.S. as transportation is the single largest source of greenhouse gas emissions. Also, he believes that 25% of the national electric vehicle charging infrastructure should be off-grid.

Areas Of Opportunity In Consumer Discretionary

March 30, 2021 12:02 - 5 minutes - 32.9 MB

What is the evolution of the consumer discretionary sector? John Traynor says that the pandemic has hastened the transition into the third wave in retail, especially those companies offering convenient and personal experiences.

Trends In ETF Investing

March 30, 2021 11:59 - 6 minutes - 48.3 MB

Todd Rosenbluth talks about trends in Ark Invest funds. Money flows are still positive in Ark funds despite recent volatility and poor performance in 2021. According to Todd, actively manages ETF's were the most popular choice for young investors to help reach their investment goals. Its is estimated that 45% of non-investors plan to purchase ETF's in the next couple of years.

Nancy Prial's Stock Picks: VC, ICHR, DOMO

March 29, 2021 19:42 - 7 minutes - 39.8 MB

Nancy Prial likes Visteon Corp., an automobile supplier that sells infotainment systems into many of the major automobile companies. She explains they have a window into the EV space and signed their first contract with General Motors. She says their GM business alone can be 7-9% of revenue by 2025. Next she talks about Ichor, a company that has reshoring plus penetration of semiconductors. They are on the front end of semiconductor manufacturing. Lastly she talks about DOMO, a cloud-based...

The Impact Of Inflation Fears On Markets

March 29, 2021 19:32 - 6 minutes - 30 MB

Adam Johnson says that BLDP is “the future of energy”, RTP is "the UBER of the sky", and TDOC is "hands down, number one telemedicine company in the world." Also, in general stocks are being held hostage by bonds, which are being held hostage by fear of inflation.

Mitigating Risks During Market Volatility

March 29, 2021 11:13 - 4 minutes - 70.5 MB

Gina Bolvin says that it is important to rebalance your portfolio and take some profits during periods of market volatility, as well as invest via dollar cost averaging. In addition, she believes that investors should look at alternative investments like commodities and real estate.

Impact Of Rising Rates On Markets

March 26, 2021 18:52 - 6 minutes - 29.5 MB

Michael Gayed says we’re nearing the end of a "tectonic shift" out of tech, not at the beginning of a correction: “There’s a longer-term case for value, but I think short-term the tech sell-off is probably overdone.”

Quint Tatro's Stocks To Watch: XLNX, JKS, FSLR, FB

March 26, 2021 18:40 - 7 minutes - 39.8 MB

What does the current market volatility indicate? Quint Tatro says that indices are masking some of the pain under the surface. He is currently a buyer of tech stocks and likes the pullback in solar stocks.

Areas Of Opportunity In Cyberspace

March 26, 2021 12:15 - 8 minutes - 35.8 MB

What is the outlook for cyberspace? Joseph Gissy weighs in on the cybersecurity market only experiencing about a 10% CAGR (Compound Annual Growth Rate). His stocks to watch are CRWD, ZS, ACN, SPLK, and FEYE.

Vizio CFO On Taking Advantage Of The Increase In Streaming Services

March 25, 2021 18:34 - 6 minutes - 48.6 MB

The CFO of Vizio (VZIO), Adam Townsend, weighs in on the IPO offering of 12.25M shares priced at $21. The company is the number two selling TV brand and number one selling sound bar brand in North America. The TD Ameritrade Network programming is available on Vizio's WatchFree service.

Value Stocks Continuing To Lead The Market

March 25, 2021 14:20 - 7 minutes - 71.7 MB

Jason Hans says that rising rates are a tailwind for value rotation, and there is also a rotation from riskier or distressed names into more quality value companies. He also weighs in on the BMO Large Cap Value Fund Picks: Gaming & Leisure Properties (GLPI) and Quanta Services (PWR).

Themes To Watch For Your Long-Term Portfolio

March 24, 2021 23:43 - 5 minutes - 33 MB

Art Amador says that these are the following themes to watch for your long-term portfolio: increased demand for tech hardware, innovation in health care, growth in renewable energy, rise of digital currency, and acceleration of e-commerce.

Catalysts Driving Inflation Concerns

March 24, 2021 23:40 - 8 minutes - 47 MB

Sal Bruno says that we will likely see higher inflation rates through May due to depressed levels in 2020 as Powell does not expect the fiscal stimulus to lead to unwanted inflation. He believes that return enhancers are real estate, IPOs, and SPACs and volatility dampeners are tail risk hedges and safe havens.

Chromadex (CDXC) CEO On Company Growth Outlook

March 24, 2021 23:37 - 7 minutes - 45.5 MB

The CEO of Chromadex (CDXC), Robert Fried, says that the dietary supplement and food ingredient company's Tru Niagen product will be available in 3K Walmart stores across the U.S. in June 2021. Its recent earnings report revealed -$0.10 in EPS and $15.4M in revenue.

State Of The 5G Rollout

March 24, 2021 18:36 - 7 minutes - 30.4 MB

Lisa Chai says that the demand for 5G is being driven by cloud, data and usage of social media, e-commerce, and a work-from-home culture. The consumer, industrial, and health care sectors are also a driving force.

Fathom Holdings (FTHM) CEO On Earnings

March 24, 2021 17:05 - 9 minutes - 53.4 MB

The Chairman and CEO of Fathom Holdings (FTHM), Josh Harley, weighs in on the cloud-based, technology-driven real estate brokerage company's stock being up more than 9% in 2021. Its most recent earnings report indicated -$0.09 in EPS and $53.41M in revenue.

Inventory Constraints In New & Used Markets

March 24, 2021 12:33 - 6 minutes - 43.7 MB

Tyson Jominy gives J.D. Power's outlook on the broader automotive sector. He says most OEMs have rebounded in used and luxury segments, but supply chain issues, rising digital retail interest, and potential economic scenarios must be addressed. Jominy notes U.S. industries must be prepared to address inventory constraints for the new and used markets.

Matt Hanna: Use Current Market Weakness To Buy Discretionary & Tech

March 24, 2021 12:30 - 6 minutes - 36.2 MB

Matt Hanna gives his market outlook as the economy continues to reopen. He says expect inflation to surprise to the upside, and that growth names will regain leadership and outperform for the rest of the year if the Fed steps in. Hanna also forecasts that financial stocks will be favorable near-term, and that now is the time to use the market's overall weakness to buy discretionary and tech sectors.

The Role Of Crypto In The Current Markets

March 23, 2021 15:38 - 7 minutes - 46.7 MB

Darren Chervitz says it is an exciting time in the micro caps and small caps outperform larger caps for the first time in nearly a decade. In the fall of 2020, optimism has pushed small caps to lead broader larger cap indices. Darren says there a challenges investing in micro caps, but he does meaningful due diligence to ensure fundamentals and trends in chosen stocks are sustainable.

Netflix And Adobe Ahead of Earnings

March 23, 2021 15:35 - 5 minutes - 28.5 MB

Joseph Bonner says Netflix is expanding globally and adding new subscribers. He sees the company as strengthening its industry position with popular original content. Argus upgraded Netflix to a buy raring with a $650 price target. He explains the competitive position of Adobe. Argus has a $250 price target on Adobe.

Outlook For The Electric Vehicle Industry

March 23, 2021 15:33 - 6 minutes - 31 MB

Steve Westly says EV battery wars will be about how fast global competitors can build out low cost production. They are looking for automakers to transition from partnerships to in-house production. He adds that lithium, cobalt, and nickel are amongst the most plentiful elements, but says lithium is expensive to mine. He talks about the current lead in Tesla but there is a lot of competition.

Frank Cappelleri Weighs In On Bonds & Bitcoin

March 22, 2021 20:22 - 9 minutes - 46.4 MB

Frank Cappelleri weighs in on tech stocks rising as interest rates fall, in addition to examining Bitcoin moving averages to help determine technical patterns.

Annovis Bio CEO Discusses Trial Results

March 22, 2021 20:09 - 6 minutes - 23.8 MB

The President and CEO of Annovis Bio (ANVS) Maria Maccecchini joins Nicole to discuss the biotechnology sector and her company, which has recently issued preliminary data on its treatments for Alzheimer's and Parkinson's as well as other neurodegenerative diseases.

ETF Trends To Monitor In 2021

March 22, 2021 16:01 - 9 minutes - 63.6 MB

With infrastructure and taxes set to be major market headlines in the near-term, Dave Nadig breaks down the value propositions of a pair of dueling infrastructure ETFs, explaining why each fund might be an appealing play for investors.

Similarities Between Now And The Dot-Com Bubble

March 22, 2021 13:47 - 8 minutes - 38.4 MB

Phil Toews sees a paradigm shift in the markets which has caused rising anxiety for investors. Meaningful inflation has not been in investors psyche for years, and there is a chance the Fed will not be able to maintain their promise to keep interest rates very low until 2023. On the longer end of the curve, real inflation is being priced in and the Fed may end up in a compromised situation of stalling out the economy and market recovery if inflation becomes quite problematic. Phil sugge...

Long-Term Opportunities In Tech

March 22, 2021 13:42 - 6 minutes - 33.9 MB

Luke Lloyd joins Nicole to give his outlook on the technology sector. Tech was the safe haven during the pandemic, and the recent selloff has made tech stock valuations more reasonable. Luke stresses the importance of being selective in the tech space this year suggesting a strategy to be invested in small cap names.

Jeff Ransdell's Stocks To Watch: CRM, AAPL, PTON, UBER

March 19, 2021 18:15 - 7 minutes - 38.4 MB

Jeff Ransdell says that investors fear that the growth stock era is coming to an end, and they should be buying dips because concerns over inflation are unfounded. His companies to watch are Apple, Salesforce, Peloton, and Uber.

The EV Supply Chain Market

March 19, 2021 17:39 - 10 minutes - 48.8 MB

Gabe Daoud sees greater upside in the rare earth names. He says rare earth and lithium are relatively small markets. He explains globally there's an increased sense of urgency to limit GHG emissions to combat climate change. His tops picks in the next generation materials space is Lynas Corp. and Albemarle.

Nike (NKE) Earnings

March 19, 2021 15:28 - 6 minutes - 35.2 MB

Brian Nagel sees the pullback in Nike after earnings as a buying opportunity. He says Nike fell susceptible to supply chain issues. He said the business is already rebounding and Nike has lifted its guidance for the year. They maintain an outperform rating with the trends still strong.

The State Of The Cloud Industry

March 19, 2021 12:59 - 7 minutes - 41 MB

Chris Wang says the cloud industry is in a growing global megatrend. The group has seen real real real benefit from the pandemic, pulling revenues forward. Many names in the industry have been huge beneficiaries due to their their business models and Chris thinks this looks like a decent entry point to start building a position in several names in the cloud space.

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