Investing With IBD

Jeffrey Hirsch, of The Stock Trader's Almanac, is back with our annual New Year's tradition. He shares statistics from his "trifecta" of early performance indicators and the longer-term cycle analysis that together help forecast the potential for a year. He covers how they worked in 2022 and what they say about 2023. He also revisits the seasonality trade of Energy Select SPDR ETF (XLE), Steel Dynamics (STLD) and UnitedHealthcare (UNH). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Your favorite episode from 2022? That would be hedge fund manager Jim Roppel getting into the nitty gritty of how to survive a stock market correction. In this rebroadcast from 5/12, Roppel discusses why it’s important to stay disciplined and engaged in times of a market downturn to prepare for the next bull. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Two technical analysis legends share stories from their decades of stock market experience. Tom Dorsey popularized point and figure charting and Ralph Acampora co-founded the CMT association for the Chartered Market Technician designation. Together they talk about how technical analysis started as an outcast anomaly in the investing world to a staple of analysis. They bring a historical perspective to current market conditions and navigating bear markets. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Roppel, founder of Roppel Capital Management, is back to spread some holiday cheer. No doubt 2022 was a brutal year. But it's still important to learn lessons, like the need for discipline, that will make you a better investor in the future. He also shares what investors should be looking for in the next bull market. Stocks currently on his radar include: Super Micro Computer (SMCI), Allegro Microsystems (ALGM), Halozyme (HALO) and Caterpillar (CAT). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Bennett, founder of InvestWithRules.com, has tracked big money moves in mutual funds for years. But what does that look like in a bear market? Bennett touches on the macroeconomic headwinds but is focused on the technical trends for a better gauge of current market health and which sectors are leading. We finish with a look at stocks like O'Reilly Automotive (ORLY), Cigna (CI), Enphase (ENPH), and Legend Biotech (LGND). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jared Blikre, global markets reporter at Yahoo! Finance, joins the show to talk about transcendental pillars of investing. Self-reliance, discipline and keeping things simple are elements that can lead to success when mastered. He also breaks down the action of sectors and markets this year to give a sense of the macro picture and where we may be headed. We finish with a look at stocks like TJX (TJX), Chubb (CB), General Mills (GIS) and Boeing (BA). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott St. Clair, Premium Product Group Manager at IBD, rejoins the show to stress the importance of selling. With many former leaders down 70% or more, how do you protect your portfolio from taking such big drawdowns? He shares some portfolio management rules that rely on incremental rather than all-or-nothing decisions. Charts are also critical. We finish with a look at stocks like Schlumberger (SLB), APA (APA) and Axcelis Technologies (ACLS). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jordan Kahn, CIO at ACM Funds, talks about how to use hedging to dial in the right amount of exposure for a portfolio. Strategies include shorting index and sector ETFs for the portfolio and using option strategies for individual stocks. The hedging helps weather volatility to achieve long-term capital gains. He demonstrates the strategies with a discussion of recent market action and stocks like Quanta Services (PWR), Vertex (VRTX) and Mosaic (MOS). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this rebroadcast from 5/4, Chris Gessel takes a look at a few past corrections and what the winning stocks looked like as the market had its follow-through day. The relative strength line is one of the striking features of the past leaders. He shares his thoughts on the current market and discusses where growth is in relation to cyclical stocks. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

John Boik, an author of numerous investing books and a student of market history, talks about what he's learned from studying legends in the world of stock market investing. He reminds us that investing success often comes down to discipline and rules. It's not so much you against the market as it is you against yourself. We also address the action in the market after the Fed meeting and talk about Corteva (CTVA), CF Industries (CF) and ChampionX (CHX). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices