Beats Roundtable

By: Wall Street Beats
  • Summary

  • 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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Episodes
  • $UNH Tragedy, $TRIP Turnaround, and Defense Sector Warnings I Dec 4, 2024
    Dec 4 2024

    In this December 4, 2024 episode of Wall Street Beats Beats Roundtable, the panel discusses the tragic assassination of $UNH (UnitedHealthcare) CEO Brian Thompson and its potential market implications. Robert Marcin analyzes $TRIP (TripAdvisor) as a potential turnaround play with its diverse business segments, including Viator and The Fork, amid declining core revenue. Jeff Macke critiques $FL (Foot Locker) for its struggles due to reliance on $NKE (Nike) and highlights $BBW (Build-A-Bear Workshop) for its growth and resilience. Kevin “Bakes” Baker provides technical analysis on stocks like $AMZN (Amazon), $TSLA (Tesla), $NVDA (Nvidia), and $META (Meta), while cautioning against defense contractors like $GD (General Dynamics), $LMT (Lockheed Martin), and $RTX (Raytheon) in light of shifting political and budgetary dynamics.

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    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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    25 mins
  • Cyber Monday Retail Palooza: Winners, Losers & Picks! Dec 2, 2024
    Dec 2 2024

    It’s Cyber Monday, and the Beats Roundtable is diving into the biggest retail stories of the year! Moderator Ben Brey is joined by consumer analysts Berna Barshay and Jeff Macke to break down the highs and lows of Black Friday and Cyber Monday.

    🎯 What’s Inside:

    •The surprising resilience of the American consumer—what mall traffic and online sales reveal.

    •Winners: Abercrombie, Tapestry, and Decker’s Uggs take the podium—find out why!

    •Losers: J.Crew, Capri Holdings, and Peloton—what’s dragging them down?

    •How weather patterns and shifting consumer habits are shaping this year’s retail landscape.

    •Hot stock picks for Q4 and beyond, including Abercrombie, Chewy, and Dave & Buster’s.

    •Insightful commentary on the growing role of AI in shopping (hello, Meta Shades!) and the future of retail innovation.

    💡 Special Insights:

    •Why top-tier malls are thriving while others struggle.

    •The role of promotions like Rakuten cashback and how savvy shoppers are saving big.

    •Predictions for 2024—will rate cuts unleash the next retail boom?

    🛒 Whether you’re a shopper, an investor, or just curious about what makes the holiday season tick, this episode is packed with actionable insights and lively debate.

    SUBSCRIBE to wallstreetbeats.com for exclusive content and access to our pros.

    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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    36 mins

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