Investing Experts

Founder and CEO Tom Majewski from Eagle Point explains their two funds, Eagle Point Credit Company and Eagle Point Income Company (1:15). CLOs, CEFs, and what income investors should know (4:30). Lots of inflows into ETFs for CLOs. That will change (10:30). Historical distributions and cash flow (12:45). Eagle Point's 'quite interesting' portfolio (25:00). Contextualizing management fee structure (30:20).Show Notes:Eagle Point Credit 2024 Q3 Earnings Call PresentationSteven Bavaria Takes Investors Inside The Income Factory2008 Vs. 2022: The CLO Industry - Eagle Point Credit CEO Tom MajewskiTrinity Capital: An Asset Manager In BDC ClothingRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Shipping expert J Mintzmyer returns to update investors on his top stocks for 2025. Why invest in shipping? (1:45) Top tanker pick is International Seaways (15:15). Star Bulk Carriers, top dry bulk stock (25:40). Hedging geopolitical risks (34:00). Why ZIM is currently more of a trade than an investment (37:05). Watch the full video with slides.Show Notes:International Seaways: Tanker Market Updates, Seasonal Upside AheadDry Bulk Market Update: Star Bulk Carriers InterviewJ Mintzmyer's Note Of Caution On ShippingRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Why Kirk Spano sees Pfizer as one of the next big winners from AI and why he thinks investors should be selling cash secured puts. This is an excerpt from a recent episode.Show Notes:Pfizer Virtual Analyst ReportMargin of Safety Investing GroupBiotech Buying Opportunities; AI Pharma Revolution With Bhavneesh SharmaRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Rob Isbitts talks to Brian Bollinger about their shared focus on dividend income (0:50). How dividend investing has evolved and where it's going (9:00). Analyzing dividend safety, cuts (13:00). Verizon and why dividend growth investing is not fixed income (21:00). McDonald's, Walgreens and trusting what management says about dividend plans (23:00). Lowe's classic setup (28:20). Staying committed to a dividend portfolio (35:40).Subscribe to Sungarden YARP PortfolioShow Notes:Markets And Dividend Investing Are Evolving - How To Take AdvantageLaunching Sungarden YARP Portfolio: Doing Dividends DifferentlyVerizon: Rumors Of Its Death Greatly ExaggeratedRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions