Investing Experts

Gary Vaughan from Daily Stock Picks argues that the recent market selloff presents buying opportunities, particularly in high-quality technology and semiconductor stocks such as Micron, Nvidia, and Broadcom. Strategies for navigating volatility, including buying dips, taking profits after major run-ups, and balancing long-term investing with technical signals. 

Show Notes:
Everybody Wants To Panic Sell. Don't.
What is Megaspeed?

Episode transcripts

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Steve Cress advises investors to stay calm amid market volatility, arguing that the absence of a systemic debt crisis makes this correction a potential buying opportunity. Benefits of equal-weighted ETFs like RSP, and opportunities in Quant Strong Buy stocks such as Allstate. Resilience of corporate earnings and long-term growth outlook for semiconductors and AI.

Show Notes:
From Ballots To Markets What The Midterms Mean For Stocks
Quant Growth & Income portfolio
Alpha Picks portfolio
Steve Cress articles on Seeking Alpha

Episode transcripts

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The market's sharp sell-off, AI valuations, data-center investment, and ways to approach volatility. Julia Ostian, Kenio Fontes, and Jack Bowman compare views on hyperscalers, chipmakers, utilities, speculative power plays, and ETFs, while weighing political and infrastructure risks against long-term opportunity.

Show Notes:
Being Picky With Stocks More Important Than Ever
ETF Portfolio Mechanics

Episode transcripts

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Main Street Alpha's Leo Nelissen discusses how the midterm elections might reshape market expectations and why AI data center investment will remain a major growth driver. Highlighting opportunities in infrastructure, energy, industrials and hyperscalers while remaining cautious on semiconductor stocks. 

Episode transcripts

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Raul Shah explains how value investing can help investors navigate volatile markets, highlighting opportunities in Hims & Hers, ServiceNow, and UnitedHealth. 2 tax-efficient charitable giving strategies: donor-advised funds and qualified charitable distributions. He also discusses eligibility, tax benefits, limitations, and common pitfalls.

Show Notes
Hims & Hers Health: The Lollapalooza Effect Of GLP-1s
ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth
UnitedHealth Group: Operating Leverage Should Continue Sending The Stock Higher

Episode transcripts

For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions