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
Outlook For Utilities, Energy And Telecom Sectors
February 26, 2021 13:20 - 6 minutes - 51.3 MBUma Pattarkine says that global utilities are now cheap after falling 1.6% in 2020, and sees this sector as an attractive risk/reward proposition for investors. Regarding energy, she believes that its largest end-market globally is transportation demand.
Ariel-Schwab Black Investor Survey Results
February 25, 2021 19:46 - 7 minutes - 40 MBKelly Johnson weighs in on the Ariel-Schwab Black Investor Survey and says that African American participation in the stock market stands at its lowest level in the history of the survey. However, there is evidence of growing engagement by younger Black Americans.
Nvidia (NVDA) & Semiconductors in 2021
February 25, 2021 19:42 - 7 minutes - 41.9 MBDaniel Rubino and Logan Gilland weigh in on Nvidia (NVDA) as gaming revenue is up 10% to 2.5B and the company is trying to balance cryptocurrency versus gamers and versus data center demand. Logan's stocks to watch are Semtech (SMTC) and Applied Materials (AMAT).
Gaming, Automotive, Cell Phones, Memory, & 5G Themes
February 25, 2021 15:14 - 7 minutes - 32.2 MBRhys Williams highlights areas of opportunity in the reopening trade. He says some of the moves in hotels and high-end restaurants like Ruth's Chris Steak House (RUTH) are premature given the current economic landscape. Williams notes that IMAX should benefit as theaters reopen globally and people feel safe. He also thinks gaming, automotive, cell phones, memory and 5G are going to be strong themes that play out this year.
Outlook For Big Tech Growth Stocks
February 25, 2021 13:07 - 5 minutes - 32.1 MBMatt Maley says that FAANG+ will continue to lag as interest rates rise, except for GOOGL. He believes that rotation of out these stocks into commodities and financial stocks will continue.
Pubmatic (PUBM) CEO On Company's 2021 Growth
February 25, 2021 12:59 - 8 minutes - 41.7 MBThe CEO of Pubmatic (PUBM), Rajeev Goel, weighs in on the stock reaching new all-time highs in February 2021. The company develops and implements online advertising software, and clients include Verizon Media Group, News Corp, Electronic Arts, and Zynga.
Expedia Vs Airbnb
February 25, 2021 12:51 - 6 minutes - 36.7 MBRoss Klein weighs in on the opportunities in the travel and leisure space like Expedia (EXPE) which owns VRBO, a competitor of Airbnb (ABNB). He also says that an overlooked homebuilder stock is Skyline Champion (SKY).
Crocs Inc. (CROX) CEO On Earnings
February 25, 2021 12:37 - 8 minutes - 46 MBThe CEO of Crocs Inc. (CROX), Andrew Rees weighs in on the stock being up more than 20% in 2021 and reaching all-time highs on February 19th. What is next for the company?
Inflation Proxies: Energies, Metals, Crypto, XLF
February 24, 2021 19:18 - 9 minutes - 38.3 MBKevin Davitt highlights inflation proxies as energies, metals, crypto, and the S&P 500 Financial sector ETF. He also discusses the CBOE Volatility Index, noting the VIX still remains relatively high. Dislocation between realized volatility in the S&P 500 and implied volatility remains.
Twilio (TWLO) CFO On 4Q Earnings
February 24, 2021 17:28 - 8 minutes - 49.6 MBKhozema Shipchandler, The CFO of Twilio, has seen broad based strength in education, e-commerce, and philanthropy in the last three months. He sees ride sharing as a tailwind to both the economy and Twilio. He feels great about how they are allocating capital and is expecting healthy profitability in the medium term.
Outlook For Work From Home Stocks
February 24, 2021 12:46 - 7 minutes - 40.9 MBMelissa Armo weighs in on Zoom Video (ZM), Peloton Interactive (PTON), RingCentral (RNG) stocks, and the Direxion Work From Home ETF (WFH).
Winners And Losers In Retail Earnings
February 23, 2021 19:39 - 7 minutes - 35.1 MBJharonne Martis and Nick Shields provide their takeaways from Macy's (M) earnings, in addition to examining the Refinitiv Restaurant & Retail Dashboard, which states that 74% of earnings were above analyst expectations.
Bullish Case For Square (SQ)
February 23, 2021 19:31 - 10 minutes - 64.7 MBDan Dolev weighs in on Mizuho's price target for Square (SQ) being increased to $380, and says that the company's growth will not cease in the short-term. However, what could happen if cryptocurrency and stock trading slow down?
CEO Of Clever Leaves (CLVR), On The Company's Growth
February 23, 2021 19:29 - 7 minutes - 54.4 MBThe CEO of Clever Leaves (CLVR), Kyle Detwiler, says that the multi-national cannabis company emphasizes ecologically sustainable, large-scale cultivation, and pharmaceutical-grade processing techniques. The stock is currently up about 50% in 2021.
Ari Paul Examines Recent Bitcoin Highs & Overall Adoption of Crypto
February 22, 2021 22:17 - 12 minutes - 68.8 MBAri Paul believes that we are still in a bull trend even after Bitcoin being down after hitting new all-time highs. He also weighs in on the significance of the product being above $50K, as well as the impact of institutional adoption of cryptocurrency in general.
State of the Restaurant Industry
February 22, 2021 21:16 - 6 minutes - 105 MBNick Setyan and Ryan Patel weigh in on Cheesecake Factory (CAKE), Texas Roadhouse (TXRH), and Dine Brands Global (DIN). In addition, Ryan says that Domino's Pizza (DPZ) embraces technology as 75% of U.S. sales come from digital ordering, and the company's dividend has grown by 20% over the last 5 years and increased for 9 straight years.
Returning Penny-Stock Surge
February 22, 2021 19:35 - 6 minutes - 28.7 MBGeorge Ball examines the returning surge in penny stocks, and says that until a new major event emerges, market momentum is moving prices upward. In addition, the S&P of 3,900+ could easily drop below 3,000 without undervaluing equities by traditional measures.
CEO Of Vision Marine Technologies On The Company's Recent NASDAQ Debut
February 22, 2021 18:56 - 7 minutes - 39.4 MBThe CEO of Vision Marine Technologies (VMAR), Alex Mongeon, says that the company utilizes lithium battery technology and is the first electric boating company to be publicly listed in December 2020.
The Impact Of Fiscal And Monetary Policy
February 22, 2021 18:48 - 6 minutes - 29.8 MBJason Ware says that the historic excess liquidity will come out of the savings of immunized consumers priming the pump of pent-up demand. His stocks to watch are Microsoft (MSFT), Apple (AAPL), Adobe Inc. (ADBE), and Alphabet (GOOGL).
Tesla (TSLA) Vs Other Automakers
February 22, 2021 12:21 - 10 minutes - 55.8 MBVincent Deluard examines Tesla's (TSLA) market cap, in addition to market bubble conditions, and U.S. bonds and stock yields.
Bitcoin Reaching All-Time Highs
February 22, 2021 12:12 - 8 minutes - 41.5 MBJohn Wu weighs in on Bitcoin breaching the $54K and $55K thresholds for the first time and says that this is a validation of the asset because of broader adoption due to the presence of infrastructural support. Also, what is its relationship with Gold?
Tech & Travel Sector Opportunities
February 19, 2021 20:28 - 6 minutes - 33.4 MBAndrew Graham and Chris Johnson say that U.S. economic data continues to surprise to the upside into a vaccine induced reopening and cyclical recovery. In addition, they weigh in on clean technology stocks seeing a round of profit taking over last week. Chris likes travel stocks like TRIP, EXPE, and SABR.
CEO And Co-Founder Talks Mohawk Group
February 19, 2021 19:07 - 7 minutes - 131 MBThe CEO and co-founder of Mohawk Group Holdings (MWK), Yaniv Sarig, talks about the technology-enabled consumer products company as the stock is up almost 150% in 2021.
Investing In The Space Industry
February 19, 2021 16:41 - 6 minutes - 44.1 MBAndrew Chanin provides his outlook on the notable companies that are involved in the Mars rover project - Lockheed Martin (LMT), Boeing (BA), Northrop Grumman (NOC), and Maxar Technologies (MAXR), in addition to examining the Procure Space ETF (UFO).
Monitoring Market Volatility
February 18, 2021 18:24 - 12 minutes - 64.5 MBCem Karsan says Volatility is a place to diversify while investors we are still in a seasonally weak period. He sees short interest/low put-call ratios both near all-time highs and adds that market breadth is poor.
Significance Of Fintech Companies Use Of Crypto
February 18, 2021 13:08 - 6 minutes - 33.5 MBBob Iaccino questions the validity of the most recent move in Bitcoin. He suggests volume in the futures have declined as prices have risen and thinks Bitcoin should trade in conjunction with gold. Treasury yields have recently risen there might be a rotation into bonds as a store of value causing some selling in Bitcoin,
Walmart (WMT) Earnings
February 17, 2021 21:28 - 5 minutes - 29 MBAmanda Lai and Jan Rogers say that Walmart (WMT) is one of the retail winners of the pandemic as the vast store network and growing omnichannel capabilities drive results. Expectations are positive for initial Walmart+ memberships.
Takeaways From The February Market Rally
February 17, 2021 19:15 - 7 minutes - 51.2 MBKenny Polcari says that markets are taking a pause as investors attempt to understand what's next as a rise in treasury yields are causing a focus on valuations. Also, bitcoin excitement will continue to build as supporters continue to talk it up.
Shark Tank's Robert Herjavec Talks Work-From-Home Impact On Cyber Security
February 17, 2021 12:49 - 9 minutes - 62.9 MBShark Tank's Robert Herjavec weighs in on tech's role in a post-pandemic economy, in addition to saying - "“I think the Nasdaq is undervalued… We’re about to hit the roaring 20’s in terms of economic growth and consumer spending.”
CEO Of Advance Auto Parts (AAP) On Company Earnings
February 16, 2021 20:38 - 9 minutes - 51.2 MBThe CEO of Advance Auto Parts (AAP), Tom Greco, weighs in on recent company earnings of $1.87 in EPS and $2.4B in revenue as the stock is up about 3% in February.
What To Learn From Your Losing Trades
February 16, 2021 13:02 - 6 minutes - 36.8 MBMark Eidem weighs in on the four ways to learn from losing trades - calculate your performance, drill down on your losers, look at your expectancy, and examine other variables.
Recent Flows into Cannabis ETFs
February 16, 2021 12:54 - 7 minutes - 41.7 MBDrew Voros assesses the ETFMG Alternative Harvest ETF (MJ) and Global X Cannabis ETF (POTX), while the Tilray (TLRY) stock is up more than 275% in 2021.
Fintech Stocks Outlook
February 12, 2021 20:22 - 6 minutes - 33 MBEva Adosoglou says that U.S. small and mid-cap, entrepreneurial fintech, and health care will maintain strength as a rise in interest rates will cause a shift out of fixed-income that may benefit stocks.
Tech Sector Outlook
February 12, 2021 20:20 - 5 minutes - 25.5 MBBill Studebaker and Michael Robinson say that robotics, AI, and health care innovation really shined in the past year. In addition, factory automation will boom with China leading the growth, and autonomous ride-hailing vehicles and last-mile delivery robots deployments accelerated recently.
Talend (TLND) CEO On New 52-Week Stock High
February 12, 2021 11:35 - 8 minutes - 39.3 MBThe CEO of Talend (TLND), Christal Bemont, says that the company offers a single suite of cloud apps for data integration and data integrity to help enterprises collect, govern, transform, and share data. The stock reaches a new 52-week high and is up more than 45% in 2021.
Mattel (MAT) CEO Covers Earnings
February 12, 2021 11:30 - 9 minutes - 41.7 MBThe Chairman and CEO of Mattel (MAT), Ynon Kreiz, covers the earnings report that showed $0.40 in EPS and $1.63B in revenue as the stock is up more than 3% in 2021. The company's notable brands include Hot Wheels, Barbie, and American Girl.
Earnings: Expedia (EXPE) & Pot Stocks
February 11, 2021 20:31 - 7 minutes - 40.8 MBScott Bauer weighs in on Expedia (EXPE) hitting new highs despite a lack of travelers. Also, Aurora Cannabis (ACB) will be announcing earnings in the post-market.
CFO Brittany Bagley Talks Sonos Inc. Earnings (SONO)
February 11, 2021 19:56 - 8 minutes - 48 MBThe CFO of Sonos Inc. (SONO), Brittany Bagley, weighs in on recent earnings that reported $1.17 in EPS and $645.58M in revenue. The stock is on track for a record high close today.
Catalysts Driving The Market
February 11, 2021 13:13 - 5 minutes - 20.8 MBJane Gallina says that the oil sector has a nice recovery. However there are current market risks, such as the impeachment trial, a weaker U.S. Dollar, and a temporary short-squeeze on the indexes.
Avaya CEO On Positive Earnings
February 10, 2021 19:16 - 8 minutes - 46.9 MBThe CEO of Avaya Holdings (AVYA), Jim Chirico, weighs in on recent earnings of $0.90 in EPS and $743M in revenue. The company is part of a cloud collaboration that helps organizations manage hybrid and remote work environments.
Bitcoin Reaching New Heights
February 10, 2021 13:39 - 6 minutes - 33.7 MBScott Bauer weighs in on Bitcoin Futures hitting a new record of $48,885. In comparison, the product traded at $9,650 one year ago.
Chegg (CHGG) CFO Talks Earnings & Growth
February 10, 2021 13:03 - 10 minutes - 52.7 MBThe CFO of Chegg (CHGG), Andy Brown, examines recent earnings that reported $0.55 in EPS and $205.7M in revenue while the company's subscribers hit a record of 6.6M (up 67% year-over-year).
Auto Industry Outlook & GM Earnings
February 10, 2021 12:41 - 8 minutes - 53.3 MBTyson Jominy and Karl Brauer say that January was off to a strong start for the auto industry with the first sales growth since the start of the pandemic. Currently, hybrids like the Toyota RAV4 hybrid are leading the way. Also, how did General Motors (GM) perform in terms of recent earnings?
Clark Kendall Says To Avoid Tesla, SPACs, Digital Currency, Gold, Silver
February 09, 2021 18:47 - 7 minutes - 125 MBClark Kendall lists his positive signs for markets moving forward. One being the positive sloping yield curve with the 10-year, another being the $1.9T federal stimulus spending on its way. Plus, 59% of the S&P 500 fourth quarter earnings have released, with 80% beating estimates. He also provides his specific areas of the market to avoid, which includes Tesla, SPACs, digital currency, gold, silver, and reddit-momentum stocks.
Latest Movers In The Cannabis Industry
February 09, 2021 18:44 - 6 minutes - 29 MBJason Wilson sees strong revenue growth in Canopy Growth (CGC) and points out the diversity of revenue they are showing. He says they are bringing down their operating costs down and cleaning up their balance sheet. He thinks they are showing a path to profitability. He also discusses the Alternative Harvest ETF, symbol MJ.
Cybersecurity Stocks Outlook
February 09, 2021 12:55 - 6 minutes - 36.8 MBAlex Hamerstone says that investors should pay attention to the continued move to cloud and subscription models, 5G, and telehealth. Also, what has been the impact of the SolarWinds (SWI) cyber-attack on supply chain security?
Cerence Inc. (CRNC) CEO Talks Recent Earnings
February 09, 2021 12:54 - 10 minutes - 66.2 MBThe CEO of Cerence Inc, Sanjay Dhawan, examines earnings that reported $0.59 in EPS in and $94.96M in revenue. The company drives 2.0, cloud services, and mobility platforms.
Winners & Losers In Video Game Space
February 08, 2021 20:35 - 7 minutes - 46.7 MBDavid Lumb and Russell Holly weigh in on Take-Two Interactive (TTWO) earnings estimates of $0.95 in EPS and $750.23M in revenue, in addition to other video games companies like Activision Blizzard (ATVI), Electronic Arts (EA), Microsoft (MSFT), and Zynga (ZNGA).
Chipotle Mexican Grill (CMG) CFO Examines Earnings
February 08, 2021 18:33 - 11 minutes - 61.2 MBThe CFO of Chipotle Mexican Grill (CMG), Jack Hartung, provides company insights as the stock reached an all-time high recently and reported earnings of $3.48 in EPS and $1.61B in revenue.
Chris Recker: We're In the Middle Of The Greatest Speculative Mania In History
February 08, 2021 12:49 - 9 minutes - 37.5 MBChristopher Recker says that the speculation is driven an overboard Fed policy and psychology that investors cannot lose. He also weighs in on the new fiscal policies as the odds for monetized fiscal spending in unproductive pursuits is increasing the odds of stagflationary outcomes.