Investing With IBD

Matt Caruso, President of Caruso Investments, joined the podcast this week to discuss how the last year or so has put so many investing lessons into such a short period of time. He discussed how his post-analysis led him to focus on relative strength in a variety of ways and how he approaches certain criteria as non-negotiables. Plus, we take a look at several trade ideas worth considering: Roku (ROKU), Natera (NTRA), and Freedom Holding Corp (FRHC). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Larry Cordisco, co-CIO of Core Equity at Osterweis Capital Management, joins the podcast this week to provide analysis of past periods of divergence in market history to put the trading action of 2021 into perspective. We also discuss a key macroeconomic factor that could lead to growth stocks getting their time in the sun once again. Plus, Cordisco analyzes the long-term fundamental stories for Amazon (AMZN), AMD (AMD) and Aptiv (APTV). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Zor Capital managing director Joe Fahmy joined the podcast this week to discuss historical market precedents that could signal where we might be headed next. Plus, Fahmy details five top tools in his toolbox to increase his probabilities of successful investing. We also analyze the action in the semiconductor sector with trades like Applied Materials (AMAT), ASML (ASML) and Nvidia (NVDA). Fahmy then gives his take on Align Technology (ALGN) and Albemarle (ALB). For the video version, show notes and charts visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week’s podcast episode, MarketSmith product coach Scott St. Clair provides his take on the market’s current action and how he uses a “jealousy factor” to help determine his trading outlook. Plus, he details why position sizing is the key to unlocking significant outperformance. We also discuss three trade ideas to watch: Ovintiv (OVV), North Shore Global Uranium ETF (URNM) and Sea Limited (SE). Learn more about your ad choices. Visit megaphone.fm/adchoices

IBD Senior Markets Writer Ken Shreve discusses the technical action needed to warrant putting the market back in a confirmed uptrend. Plus, he explains what investors should look for when a stock pulls back to its 10-week line so they can decipher charts like a pro. We wrap up by analyzing three stocks with solid action: InMode (INMD), Applied Materials (AMAT) and Upstart (UPST). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Causeway Capital Management CEO Sarah Ketterer joins the podcast this week to discuss macroeconomic factors impacting 2021 market conditions and why she thinks cyclical stocks still have a lot of room to run. Plus, she debunks a few value investing myths. We also look at three stocks on Ketterer’s radar: Sabre (SABR), Fiserv (FISV) and Airbus (EADSY). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Irusha Peiris, portfolio manager at O’Neil Global Advisors, joined the podcast this week to discuss the turbulent stock action and the dangers of a trendless market. He also reviewed how looking at industry groups and relative strength trends can help investors uncover stocks that are working. Plus, we take a look at a few stocks applying this lesson: Valero Energy (VLO), Sherwin-Williams (SHW) and XPO Logistics (XPO). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Retzler of Needham Asset Management joined the podcast this week to discuss action in small caps and how the chip shortage is affecting many areas of the market. Plus, we take a look at a few trade ideas of companies in various phases of development in the small cap to mid cap pipeline: Photronics (PLAB), Aspen Aerogels (ASPN) and II-VI (IIVI). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kathy Donnelly, co-author of The Lifecycle Trade, joined the podcast this week to discuss her buy and hold rules for IPO stocks. She also explained how Bill O’Neil’s rules for stock selection helped her uncover life changing trades. Plus, we take a look at several stocks as they advance through different IPO phases:  Snowflake (SNOW), Lyft  (LYFT) and Roblox (RBLX). For the video version, show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Studebaker, President and CIO of ROBO Global, joined the podcast this week to discuss how investors can get exposure to emerging trends in the artificial intelligence and robotics space. He also talked about how the robotics race has led to increased acquisition activity by big tech names like Microsoft (MSFT) and Amazon (AMZN). Plus, we take a look at a few trade ideas in this theme: Ambarella (AMBA), Teledyne (TDY) and ROBO Global Robotics and Automation Index ETF (ROBO). For the video version, show notes and charts, visit investors.com/podcast. ROBO Global’s Nina Deka on AI trends in the health care space: https://www.investors.com/how-to-invest/moderna-stock-coronavirus-vaccine-news-biotech-stock-buy-now/ Learn more about your ad choices. Visit megaphone.fm/adchoices