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Raul Shah from DocShah Financial talks recent wins like ServiceNow, UnitedHealth and Hims & Hers (2:20) Tax loss harvesting - when to use and when not to (8:15)Show Notes:Hims & Hers Health: Still An Undervalued Company With Tremendous UpsideServiceNow: Greater Business, Greater Opportunity…
Hoya Capital's David Auerbach says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundamentals (0:35) M&A a reason to like REITs right now (6:30) Senior housing, office, and single family rental; very cautious on commercial mortgage REI…
Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation (0:35) Steven Cress shares why falling stocks like Credo Technology are still buys due to compelling growth and valuation (13:40)Show Notes:Why Conviction Matters In Uncertain TimesAlpha PicksEpisode transcriptsFor fu…
Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true? (23:20)Show Notes:Don't Sleep On SoftwareEpisode transcriptsFor full access to analyst ratings, stock quant scores and di…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Seeking Alpha است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.