Wall Street Unplugged
Episode: 280January 29, 2015

Interviews With Two of My Favorite Analysts

Tags:
Today’s podcast begins with guest Marc Lichtenfeld, biotech analyst and editor of several newsletters at the Oxford Club. We discuss the latest JP Morgan Healthcare conference that he attended in San Francisco.  He calls the conference the “Woodstock of Biotech” – since every important person in the biotech industry is usually in attendance.[app_audio src=”http://traffic.libsyn.com/sainvestorradio/WSU20EP20280.mp3″] Marc has attended this conference for the past 7 years.  He gives us the inside scoop on this year’s biggest themes in the industry, the important studies you need to know about, and what names should be on your watch list.  He also shares his favorite biotech stocks to buy right now. Then, Kristin Bentz, executive director of PMG Group and expert retail analyst, gives us a post-holiday update on retailers Wal-Mart, Coach, Gap, JC Penney and Lululemon.  Kristin is a “boots on the ground” analyst who visits these stores and talks to executives in the industry on a monthly basis. Kristin talks about which retail companies will benefit the most from lower oil prices. She also talks about the huge impact mobile phones are having on certain sales trends. Then, Kristin shares her favorite retailer stocks to buy heading into earnings season.

Follow Frank's Wall Street Unplugged podcast

“I follow you. I’ve gotten amazing ideas for my shows from you.”

Jim CramerMad Money
More Wall Street Unplugged
Artificial intelligence

Are smarter AI models creating a cyber threat?

OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The sector with the most AI risk… China's market manipulation… And stay cautious on SpaceX (SPCX).

This could be an ugly earnings season

Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more.

Is IBM a buy after its worst day in decades?

IBM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI buys… The perfect backdrop for big banks… And Wrap's (WRAP) growing TAM.

How much longer can this bull market last?

Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad.

View all →
Latest episodes
Ep. 1375

Alphabet is in a league of its own among hyperscalers

Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive and well… The Clarity Act… Coinbase (COIN) vs. the SEC… And crypto treasury trades.

WATCH NOW
Ep. 1374

Are smarter AI models creating a cyber threat?

OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The sector with the most AI risk… China's market manipulation… And stay cautious on SpaceX (SPCX).

WATCH NOW
Ep. 1372

How DigiPower X’s $1B Cerebras deal is powering execution

DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as-a-service… key catalysts through 2026… and why DigiPower X is in a league of its own.

WATCH NOW
Ep. 1373

This could be an ugly earnings season

Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more.

WATCH NOW

Most Popular Episodes