Schwab Network

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Episodes

Investing In The Energy Sector

January 11, 2021 19:59 - 7 minutes - 37.4 MB

Ellen Wald and Rohan Reddy say that oil prices have been buoyed by an inertia from Covid-19 vaccine news as the Saudi Arabia 1M production cut further balances the market.

Top Fintech Stock Picks

January 11, 2021 17:49 - 7 minutes - 45.1 MB

David Ellison thinks that fintech will remain a big driver across the entire finance industry, the stock market was better than the economy in 2020, and believes the economy will be better than the stock market in 2021. He feels the big macro drivers will be a better yield curve and loan growth.

Wyndham Destinations (WYND) CEO on Acquiring Travel + Leisure Brand

January 08, 2021 19:06 - 8 minutes - 42.7 MB

Michael Brown highlights the combined value synergies of the recent acquisition of Travel & Leisure Brand by Wyndham from Meredith corporation. The deal consists of a 5 year marketing commitment across Meredith's portfolio of brands, and Travel & Leisure will continue to maintain its current portfolio of brands and products. Michael is optimistic on the broad market reach the combined brands will have as well as the improving economic conditions this year.

George Tsilis' Overlooked Stocks: DDD, AMSC, AI

January 08, 2021 13:05 - 10 minutes - 60.7 MB

George Tsilis discusses 3D Systems (DDD) and American Superconductor (AMSC) as the stocks hit 52-week highs. Also, what is the new price target of C3.AI (AI)?

Growth Opportunities In The Tech Sector

January 07, 2021 13:18 - 7 minutes - 37.2 MB

Matt Hannah's stock picks are Take-Two Interactive (TTWO), Teladoc (TDOC), and Five9 (FIVN). He also expects "blue wave" winners in the near-term to include green energy, electric vehicles, regional banks, and infrastructure.

What Democratic Control Of Senate Means For Cannabis Industry

January 07, 2021 13:15 - 10 minutes - 64.8 MB

Alan Brochstein examines marijuana stocks - Aphria (APHA), Aurora Cannabis (ACB), Canopy Growth (CGC), Cronos Group (CRON), and Tilray (TLRY) as they surge after the Georgia Senate runoff results.

Amazon's (AMZN) 2020 Stock Performance

January 06, 2021 20:24 - 7 minutes - 128 MB

Lance Ulanoff and Pete Pachal say that 2020 was especially good to Amazon (AMZN) as the stock jumped more than 40% over the year as ad revenue will certainly continue to surge.

Cleanspark (CLSK) CEO on Bitcoin Operations

January 06, 2021 11:40 - 11 minutes - 61.3 MB

The CEO and President of Cleanspark, Inc. (CLSK), Zach Bradford, discusses the company's bitcoin operations, and expects revenue in FY21 to increase 300% to $30M.

Strongest Stocks Coming out of Pandemic

January 05, 2021 15:02 - 8 minutes - 47.7 MB

Erin Sykes says that her Holiday Retail Winners were Peloton (PTON), GameStop(GME), Walmart (WMT), Costco (COST), and Target(TGT). Additionally the following companies are coming out of the Covid-19 pandemic the strongest - Peloton (PTON), Chewy Inc. (CHWY), Amazon (AMZN), Restoration Hardware (RH), and Home Depot (HD).

Romeo Power (RMO) CEO on Growth Plans

January 05, 2021 14:43 - 7 minutes - 38.4 MB

The CEO of Romeo Power (RMO), Lionel Selwood, says that the company delivers electrification solutions for commercial applications, in addition to designing and manufacturing lithium-ion battery modules and packs for electric vehicles. The stock began trading on the NYSE on December 30th.

CEO Yoav Stern Talks Nano Dimension (NNDM)

January 04, 2021 21:30 - 7 minutes - 30.9 MB

The CEO of Nano Dimension (NNDM), Yoav Stern, says that the company's 3D-printing machines are used to print electronic circuits, in addition to bridging the gap between PCB and semiconductor integrated circuits.

U.S. vs International Equity Market Expectations

January 04, 2021 17:43 - 9 minutes - 44.5 MB

David Nadel says that last year, international equities underperformed the U.S., and expects this trend to begin to reverse in 2021. In addition, the U.S. labor force participation is at the lowest level in 35 years.

Bitcoin Prices Hit All-Time Highs

January 04, 2021 15:42 - 10 minutes - 53.8 MB

Everett Millman weighs in on the U.S. working to ramp up the Covid-19 vaccine rollout, in addition to Futures being positive ahead of the first trading session of 2021. Also, will Bitcoin prices continue to soar into the new year?

The Case For Growth Stocks

December 24, 2020 16:17 - 8 minutes - 53.2 MB

Tom Plumb weighs in on whether the great "growth" run the last 8 years set to run out of steam as recovery is uneven and even non-existent for many economic segments.

Max Wasserman Tech Stocks To Watch: AAPL, AVGO, QCOM, VZ

December 24, 2020 12:22 - 6 minutes - 36.3 MB

He is also watching Industrials (LMT, WM, GPC, UPS, APD) and Health Care stocks (MDT, ABT, ABBV, MRK, JNJ).

Clever Leaves (CLVR) CEO With A 2021 Cannabis Sector Outlook

December 23, 2020 19:23 - 5 minutes - 34.4 MB

The CEO of Clever Leaves (CLVR), Kyle Detwiler, discusses the multi-national cannabis company. It has operations and facilities in Colombia, Portugal, United States, Canada, and Germany. The stock began trading on the Nasdaq this week following a SPAC IPO.

Rotation From Tech To Value Stocks

December 23, 2020 12:35 - 7 minutes - 51.3 MB

Rhys Williams sees a challenge in finding deep value stocks that have not yet been caught up in recent growth stock momentum. He sees market risk in vaccine distribution and the notion that interest rates will be low forever. He also anticipates a surge in entertainment names in the second half of 2021.

2021 Cannabis Sector Outlook

December 22, 2020 19:52 - 5 minutes - 25.3 MB

Matt Hawkins' marijuana sector picks are CGC, ACB, and CMPS. What does 2021 have in store for these companies?

Nike (NKE) Earnings & Stock Performance

December 21, 2020 20:21 - 6 minutes - 32 MB

Mary Epner and Sucharita Kodali say that Nike (NKE) has been leaning into digital transformation for decades and it's paying off. Also, the strong brand continues to drive consumers first and foremost to its properties, not to department stores or Amazon.

The Biggest U.S. Winners This Year

December 21, 2020 18:54 - 6 minutes - 27.8 MB

Eva Ados says that the positive vaccine news translates into risk-on investing. Also, the biggest U.S. winners in 2020 include disruptive, entrepreneurial value companies, and Uber, Lyft, and TRIP stocks.

Latest Antitrust & Regulatory Action Against Big-Tech

December 21, 2020 16:31 - 5 minutes - 27.1 MB

Mark Shmulik discusses Alphabet (GOOGL) being up 28% and Snap Inc. being up 220% in 2020. What is the overall outlook for big-tech stocks in 2021?

Tesla (TSLA) Stock Valuation vs Growth

December 18, 2020 22:32 - 7 minutes - 120 MB

Julian Koski says that there is a 46% probability that Tesla will fail to deliver the growth implies by its stock price, and the forces buying of the stock will exacerbate the human factor making it more likely to underperform.

David Dietze's Stocks To Watch: Verizon (VZ), Exxon Mobil (XOM) & Pfizer (PFE)

December 18, 2020 20:53 - 5 minutes - 24.4 MB

David Dietze says that markets march higher, powered by the vaccine rollout, ultra-dovish monetary policy, exuberance by investors, and hopes for a stimulus package.

ETSY, SFIX, and FDX Stocks

December 18, 2020 17:20 - 7 minutes - 44.6 MB

Scott Bauer weighs in on Etsy being up 326% this year, in addition to Stich Fix hitting a new high and being up more than 70% this month. Also, what do the FedEx earnings indicate?

Market Impact Of Covid-19 Vaccine Rollout

December 17, 2020 19:32 - 7 minutes - 33.7 MB

Jonathan Corpina weighs in on S&P 500 sector leaders - materials, health care, and utilities and laggards - financials, communication services, and energy. Also, how will the market react as the FDA is expected to approve Moderna (MRNA) Covid-19 vaccine for emergency use.

What The Bitcoin Run Means For Investor Sentiment

December 17, 2020 13:30 - 6 minutes - 36.9 MB

Jeff Dorman discusses Bitcoin Futures (/BTC) hitting a 3-year low of 3,120 in December 2018 as its current surge to record high above 20,000.

Impact Of Tesla (TSLA) Joining S&P 500 Index

December 17, 2020 13:23 - 6 minutes - 39.4 MB

Vincent Deluard weighs in on Tesla (TSLA) joining the S&P 500 on December 21 while having a market cap of about $600B.

Energy vs Tech Stocks in 2021

December 16, 2020 17:52 - 5 minutes - 26.8 MB

Nick Colas likes the energy group best and feels it will make money next year from a 15.4% growth expectation. He sees tech revenue growth to be lagging energy at only 8.3%. He says energy was the only S&P 500 sector to post a net loss in 3Q.

Tech Sector Growth Opportunities

December 15, 2020 20:04 - 5 minutes - 31 MB

Alex Chalekian sees opportunities in fintech, A.I., and robotics companies. One of his stocks to watch currently is Square (SQ) as it is up more than 250% this year, in addition to Nvidia (NVD).

Nike Earnings Expectations

December 15, 2020 17:05 - 6 minutes - 34.1 MB

Sarah Henry believes that the consumer has been resilient which has reflected in earnings. She also says that retail has been the unexpected beneficiary of recession due to redirected spending. She sees more technology as a catalyst for growth.

Overlooked Stocks: LQDT, TWOU, PACB

December 15, 2020 14:20 - 12 minutes - 75.9 MB

George Tsilis discusses Liquidity Services (LQDT) hitting a 52-week high on Dec. 9th, in addition to 2U Inc. (TWOU) and Pacific Biosciences (PACB).

Risk/Reward Breakdown Of Bitcoin

December 07, 2020 19:17 - 4 minutes - 21.1 MB

Yassine Elmandjra weighs in on Bitcoin Futures (/BTC) reaching 52-week highs on December 1s, and says that the product has one of the most compelling risk-reward profiles among assets of the 21st century. Could Bitcoin be the most compelling monetary asset since gold?

The Latest in Covid-19 Vaccine News

December 07, 2020 16:30 - 6 minutes - 31.6 MB

Hartaj Singh discusses the rollouts of the COVID-19 vaccines by Moderna and Pfizer. He says the Moderna efficacy was better than they expected, but sees bumps along the way in the roll-out. He feels Moderna is best placed among the vaccine manufacturers.

Starbucks and Domino's Pizza Price Targets

December 04, 2020 19:47 - 7 minutes - 37.6 MB

Nick Setyan weighs in on Starbucks (SBUX) stock reaching new all-time highs today and Wedbush raising its price target. Additionally, Domino's Pizza (DPZ) has an outperform rating.

Liz Ann Sonders: We Are Still In The Tunnel At Start Of 2021

December 04, 2020 19:24 - 9 minutes - 47 MB

Liz Ann Sonders discusses the market outlook as we head into the new year. She highlights that stocks have crossed the Covid-19 chasm, but the economy has more rough terrain to traverse. Sonders notes we will still be in the "tunnel" at the start of 2021, but the outlook for the new year remains sunnier.

Chris Osmond's Stock Picks: Berkshire Hathaway, MetLife, Salesforce

December 04, 2020 16:40 - 10 minutes - 66.6 MB

Chris Osmond discusses the jobs report and how it reports on a lag He feels there are numerous tailwinds giving investors reason for optimism in 2021. He gravitates to companies with strong free cash flow with little debt. Financials, industrials, and some tech still look fairly attractive.

Lion Electric CEO on Electric School Buses and Trucks

December 03, 2020 17:32 - 11 minutes - 56.7 MB

CEO Marc Bedard discusses the upcoming merger with SPAC Northern Genesis Acquisition. They offer 7 purpose-built electric trucks and bus models currently. Amazon ordered 10 electric battery trucks.

Latest Trends in Cryptocurrency & Cannabis Stocks

December 02, 2020 19:05 - 8 minutes - 41.4 MB

Michele Schneider weighs in on the 2021 outlook for cryptocurrency, the latest trends in cannabis stocks, and small-cap stocks to watch: GOGO, UPWK.

Overlooked Stocks: DMRC, PAR, NCR

December 02, 2020 13:40 - 11 minutes - 69.1 MB

George Tsilis weighs in on Digimarc (DMRC) which is a long-time pioneer of digital watermarking techniques, in addition to Par Technology (PAR) as over 10K restaurants are using its Everserv POS. Finally, NCR Corp. (NCR) upgraded to overweight from equal-weight by Morgan Stanley.

Zoom Video (ZM) CFO on Earnings & Customer Growth

December 01, 2020 16:40 - 10 minutes - 61 MB

Kelly Steckelberg on Zoom Video earnings and top line growth. Remote work trends continue to fuel demand for enterprise video services. Kelly sees strong growth in large group webinars, and clients with 10 or fewer users. Post Covid-19, customers will continue to embrace remote digital video interfaces.

Bob Phillips' Stock Picks: MAS, PXD

December 01, 2020 15:04 - 8 minutes - 42.6 MB

Bob Phillips says that while the trading rally is long in the tooth, the secular bull market still has years to run. Long term investors should prepare mentally for possible drawdowns and not react to them, while short term traders should be cautious.

The Race for a Covid-19 Vaccine

December 01, 2020 14:20 - 7 minutes - 39.5 MB

Brad Loncar weighs in on Moderna's (MRNA) Covid-19 vaccine candidate showing about 94% efficacy, in addition to the approval of Pfizer (PFE) and Biontech (BNTX) vaccine in the U.K. this week.

Space Industry Outlook

November 30, 2020 20:07 - 8 minutes - 45.6 MB

Chad Anderson discusses the opportunities in investing in the space economy. He emphasizes the commercial space industry has remained remarkably strong in spite of the pandemic, and 2020 is already the largest year on record for space infrastructure spending. Secular shifts into remote operations and remote work is creating big opportunities for satellite companies.

Market Expectations for 2021

November 30, 2020 18:36 - 7 minutes - 26.9 MB

Kristina Hooper says that China is expected to outperform given its better control of the Covid-19 virus. Additionally, the goods economy will continue to outpace services earlier in the year.

Zoom (ZM) Video Earnings

November 30, 2020 17:31 - 5 minutes - 31.8 MB

Jim Fish analyzes Zoom Video ahead of its earnings announcement. He believe Zoom Video has been negatively impacted on COVID-19 vaccine news but still expects $750M in revenue. He discusses the future of video chatting.

Expectations For Online Sales Growth This Holiday Season

November 27, 2020 16:10 - 6 minutes - 35.7 MB

Amanda Lai estimates that there will be a 20-30% increase in ecommerce year-over-year this holiday season as continued strong consumer spending optimism continues.

Paul Lambert's Stock Picks: PCTY, PAYC, SHOP & PINS

November 27, 2020 15:36 - 9 minutes - 43.7 MB

Paul Lambert says that both Paylocity (PCTY) and Paycom Software (PAYC) have cyclicality and secular growth trends benefiting their businesses. Shopify (SHOP) will likely benefit from economic recovery as more dollars will be spent through the platform. And finally, Pinterest (PINS) is a favored name in communication services currently.

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