Investing With Ibd

Finding first stage bases of market leaders can lead to life-changing results... if you handle them right. Kathy Donnelly, co-author of "The Lifecyle Trade" discusses why she's been sitting on the sidelines based on the market. She also shares what she's looking for to get the next crop of winners early in their cycle. She uses Twilio (TWLO) as a case study and current watch list ideas with Ollie's Bargain Outlet (OLLI), Toast (TOST) and Duolingo (DUOL). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

School is in session! Omid Malekan, adjunct professor at Columbia Business School, explains how blockchain and cryptocurrency can innovate finance. He answers what future applications look like and how investors can get their hands dirty to expand their understanding. Justin and Irusha end the session with a look at the market, a breakdown in Harmony Biosciences (HRMY), and a resurgence in oil and retail with Exxon Mobil (XOM) and Costco (COST). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

We know that not all follow-through days work, so how can you trust them when they appear? Ross Haber of TraderLion walks through his steps for navigating a follow-through day. He starts by trusting the quantitative aspect but verifies strength with qualitative indicators as well. That's with the breadth and progress of the leaders. He wraps up with a discussion of Cadence Design Systems (CDNS), Karuna Therapeutics (KRTX) and First Solar (FSLR). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you know when you're looking at a company that could change the world? Tasha Keeney, an analyst at ARK Invest, discusses her process for analyzing disruptive innovators. Specializing in automation, robotics and 3D printing, Keeney walks through some of the challenges and opportunities in those industries. Plus, she shares how regularly iterating her process keeps it fresh. Stocks discussed include Stratasys (SSYS), TuSimple (TSP) and Tesla (TSLA). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Justin Nielsen and Irusha Peiris discuss how to manage the waves of the current market using a surfing analogy. From position sizing to market timing, we talk about the value of patience, when you might want to cut your ride short, and when it might be best to just watch the waves from the shore. In the last segment, we discuss Invesco Solar ETF (TAN), Monster Beverage (MNST) and Perrigo (PRGO). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Will Rhind, Founder and CEO of GraniteShares, rejoins the show to talk about the macroeconomic drivers he's watching to make sense of the current market. He also discusses what that might mean for the second half of the year as investors move money around to position themselves for a tightening cycle from the Fed. Justin and Irusha wrap-up the show with a look at the current market, Incyte (INCY), Ollie's Bargain Outlet (OLLI) and Cal-Maine Foods (CALM). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ken Shreve, a Senior Markets Writer at Investor's Business Daily, discusses how to buy stocks with bottoming bases. After a severe market correction, it can be a while before stocks return to their former highs. Bottoming bases provide early entry opportunities. Shreve lists the elements of strength to look for. He also covers stocks setting up including solar stock Daqo New Energy (DQ), and medical stocks Harmony Biosciences (HRMY) and Axonics (AXNX). For more episodes, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nina Deka, Senior Research Analyst at ROBO Global, rejoins the show to talk about innovations in health care technology and the companies leading the charge. Labor shortages in skilled personnel and inflationary costs are just two reasons the area is ripe for disruption with automation and digitization. Then there are breakthroughs in treatments and therapies from liquid biopsy to synthetic biology that are elevating the importance of precision medicine. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

We take a look at one of the worst bear markets in history (2000-2003) to gain perspective on the spate of failed follow-through days in the current market. How do you minimize the pain of the follow-through days that fail? More importantly, how do your prepare yourself to be there when the market finally does turn? There are over 20 examples covered. Plus we also look at a few stocks setting up like Centene (CNC), McKesson (MCK) and Service Corp (SCI). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Richard Moglen, Director of Education at TraderLion, rejoins the show to talk about the importance of studying history in the markets to plot a course of action. But knowing the history isn’t enough. You also need the discipline to apply those lessons. Through patience and discipline, Moglen shares how he avoided the downturn. Though mostly on the sidelines, he shares some stock ideas like United Therapeutics (UTHR), Enphase (ENPH) and Credo Tech (CRDO). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Vernon Bice, a portfolio manager at Lord Abbett, rejoins the show to talk about what feels familiar about the current correction. With a mandate to remain invested, he discusses separating watch lists into hunting versus hiding lists. Bice also shares statistics of past corrections and why it makes him optimistic for the next round of innovation. Finally, a look at sectors like SPDR S&P Biotech ETF (XBI), SPDR Health Care (XLV) and Invesco Solar (TAN). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Simon Erickson, CEO of 7investing, rejoins the show to talk about rate hikes, recession fears and what that means for stocks. Rather than doom and gloom, he’s bringing fundamental analysis to find opportunities, competitive advantages and value in balance sheets. Erickson also talks about the semiconductor stock including ASML (ASML), Taiwan Semiconductor (TSM), Advanced Micro Devices (AMD) and a possible comeback for Intel (INTC). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Caruso, President of Caruso Insights, rejoins the show to talk about using expected returns. Even in looking at market action, it's a good reminder that you can get outsized returns from your individual stocks. But your expected returns need to be high enough in relation to your risk in order to have success. We also take a look at the bull market in oil and gas stocks including Patterson-UTI Energy (PTEN), biotech Halozyme and Box (BOX) in tech. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Market indexes keep going lower so is it time to lose hope? We visit some of the worst bear markets over the last 100 years for insights on how to handle bear markets and how they look as they turn around. We also spend a lot of time on the current market as it sets up for a potential follow-through day. Also discussed are the stocks bucking the market trend including: Western Midstream (WES), Southern (SO), and World Wrestling Entertainment (WWE). For more episodes, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Chanin, CEO of ProcureAM, discusses the opportunities in space and how it matters for Ukraine. From satellites of Maxar (MAXR), to the United Launch Alliance of Lockheed Martin (LMT) and Boeing (BA), there's a lot happening beyond the headlines of SpaceX and Blue Origin. Chanin also talks about ETF construction principles to ensure you are investing in what you think you are. We also breakdown the market action and whether this rally can survive. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Roppel talks about what it takes to survive a correction. Patience and discipline keep you from riding losing stocks down as they get destroyed. But don't forget about the opportunity that comes after corrections, especially in new names. Staying engaged prepares you for the eventual upturn but you don't have to be first to make a fortune. Roppel talks about some of the stocks that got hit hardest and notes the strength in inverse ETFs. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. We end with a roundup of setups in H F Sinclair (DINO), Atkore (ATKR) and Olin (OLN). For more epsiodes, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

David Saito-Chung covers a history lesson with the 1994 market when the Fed doubled the target rate in a year's time. Dave discusses the parallels and differences that might act as a guide for the current market as well as individual stocks. Plus, when should your conviction in a stock give way to reality? Stocks on his watchlist include Alkermes (ALKS) and AstraZeneca (AZN) in the medical sector and bellwether Apple (AAPL) with earnings on tap. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

One of the most frequently asked questions of follow-through days is how successful are they? It doesn't have an easy answer but Eric Krull, co-author of "The Lifecycle Trade," joins the show to share his thoughts and data on the subject. We then put that information in the context of the current market. We wrap up with a discussion on a few new issues to watch including Airbnb (ABNB), Lightwave Logic (LWLG), and Dutch Bros (BROS). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's moving day! In our last podcast from our old IBD offices, we share some stories of our time there and working with legendary investor, William O'Neil. We also look at struggling market indexes and where the pockets of strength are bucking the trend. Travel plays get attention after Delta Airlines (DAL) earnings and we look at Hilton (HLT) and Marriott (MAR) in lodging. Energy still on fire and we look at Arch Resources (ARCH) and Oneoke (OKE). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices