Beats Roundtable

Di: Wall Street Beats
  • Riassunto

  • Want the investing edge before the Street even starts talking? Wall Street Beats brings you daily off-the-beaten-path stock picks and bold insights first. Wall Street Beats—Where smart investors go first
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  • Cold Weather Fuels Oil & Gas Spike, Retail, & $HIMS Insights I Jan 8, 2025
    Jan 8 2025

    In this Jan 8, 2025 episode of Beats Roundtable, David Maris moderates a dynamic discussion featuring top market experts:

    •Bob Morris dives into the latest on oil and gas stocks, including EXE and EQT, amid extreme cold weather and energy market shifts.

    •Jeff Macke unpacks Abercrombie & Fitch’s exceptional performance, retail trends, and the outlook ahead of the ICR Conference.

    •Kevin “Bakes” Baker analyzes technical charts, highlighting patterns for Abercrombie, Nvidia, Dell, and more.

    •David Maris provides a comprehensive update on $HIMS, weighing risks and opportunities as the company navigates FDA decisions and market catalysts.

    Become a VIP Member and stay ahead of curve with exclusive content and all day access to our pros only at wallstreetbeats.com

    Disclaimer: This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from the sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients on the content.

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    40 min
  • Banking Earnings Showdown: Surprises and Expectations I Jan 7, 2025
    Jan 7 2025

    In today’s episode, Paul Meeks moderates a deep-dive roundtable with Charlie Peabody, Berna Barshay, and Ben Brey, exploring key market trends and investment opportunities:

    •Charlie Peabody analyzes Q4’24 bank earnings, highlighting Citigroup’s upside potential, robust capital markets growth, and the impact of Trump-era deregulatory policies.

    •Berna Barshay unpacks ALCO, a microcap transitioning from agriculture to real estate, with significant upside for patient investors.

    •Ben Brey updates his Boeing and Joby Aviation trades, explains the benefits of SJB as a hedge, and explores shorting INDA amid global market shifts.

    Become a VIP Member and stay ahead of curve with exclusive content and all day access to our pros only at wallstreetbeats.com

    Disclaimer: This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from the sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients on the content.

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    30 min
  • Retail Rallies, Tech Breakouts, and Bold Market Calls for 2025 I Jan 6, 2025
    Jan 6 2025

    In this episode of Beats Roundtable, Ben Brey is joined by Kevin Baker, Jeff Macke, and Robert Marcin. Jeff dives into Canadian retail, spotlighting Aritzia’s growth potential, while Robert analyzes the semiconductor and telecom sectors, highlighting AIP and Ceragon as promising plays. Kevin explores exciting opportunities in Israeli tech and clean energy ETFs, offering a contrarian take on these markets. The team also discusses macro trends like the U.S. dollar’s potential impact on stocks and the broader market outlook for 2025.

    Become a VIP Member and stay ahead of curve with exclusive content and all day access to our pros only at wallstreetbeats.com

    Disclaimer: This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from the sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients on the content.

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    23 min

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