Today, Kate’s guest is Randy Baron, portfolio manager at Pinnacle Associates. The three stocks Randy discusses today have small market capitalizations. In a market pullback, small stocks get hit first but are also the ones that do best in a new rally.

-Amyris is in the synthetic biology space. -How Amyris is leveraging the consumer business to attract enterprise customers to license the technologies -Its consumer products are based upon a molecule called hemisqualene -Why Randy believes Amyris could double revenue beyond what analysts are expecting and why he sees the stock price rising in the next 18 months to two years -What value Randy sees in a small U.K.-based healthcare stock called Renalytix that addresses the issue of chronic disease -The biggest companies in the dialysis space are DaVita (DVA) and Fresenius (FMS), but Renalytix offers another approach to treating kidney disease before the late stages -Why Randy sees potential in another small British company, WANdisco, which is available over the counter to U.S. investors -WANdisco owns the algorithm that allows live data migration to the cloud -This algorithm can be used by big end users globally, including Microsoft, Google or Alibaba. -In May, WANdisco announced the largest contract in the history of the company. The stock began a big move. -Why Randy says consensus estimates for WANdisco revenue is too low -Why Randy believes being listed in the U.K. has impeded WANdisco’s ability to grow

Stocks mentioned in this episode:

Amyris (NASDAQ: AMRS) Renalytix (NASDAQ: RNLX) WANdisco (OTCMKTS:WANSF)

The video Randy refers to, to learn more about Amyris’ plant in Brazil:

https://www.youtube.com/watch?v=6PwR8hxR3QA

How to learn more about Randy and Pinnacle:

https://www.pinnacle-associates.com/media-center

Links mentioned in this episode: https://www.marketbeat.com

This podcast is hosted by ZenCast.fm

Today, as the MarketBeat podcast celebrates the milestone of Episode 50, Kate welcomes back a popular guest, Jason Brown of the Brown Report. Today, he discusses three widely held large caps. If you don’t own these as individual stocks, you may own them inside index funds. Their sheer size means they have influence over index direction.

Jason presents a strong bull case for the future of each stock, regardless of the current market downturn. And he shares why he believes they are likely to hold near recent support levels, rather than continue falling.

In today’s episode, Kate and Jason discuss:

-Why Amazon could be considered a “good company” because it has carved out a secure role as a company consumers trust to buy the goods they need and want. It’s hard for other companies to compete with that. -Jason believes the downside potential for Amazon is limited, but based on the chart, he sees more room to grow to the upside. He walks listeners through some of the price points he’s seeing. -What is the significance of the “unknown” business (at least to consumers) Amazon Web Servers, which has huge corporations as customers? -Jason’s next stock is Google/Alphabet, which he believes is one of the best positioned to emerge from the post-pandemic, interest-rate driven selloff -Why Google’s ad-based business model is likely to hold up even in a recession, or gas price increases or interest-rate hikes, even if some advertisers slash spending -Jason’s third stock is Tesla, where he sees ongoing potential due to the business itself, and the stock’s chart -Why Jason says it’s more important to look at Tesla’s future, not the news today, such as disappointing Q3 deliveries -Is there upside in not-yet-available products such as electric boats and motorcycles? -Why Tesla’s focus on EVs means it can continue growing without distractions, as the legacy automakers have

How to find Jason, and download the Stock Market Starter Pack and Stock Options Starter Pack:

https://thebrownreport.com/

Links mentioned in this episode: https://www.marketbeat.com

This podcast is hosted by ZenCast.fm

Kate’s guest this week is Brian Mulberry, client portfolio manager at Zacks Investment Management. Brian brings three large-cap ideas today and discusses why one utility may have potential beyond the traditional role of a dividend payer. Stick around until the end, because Brian shares how to access Zacks research to get more ideas.

-Why Brian’s utility pick, Southern Company, has earnings durability that causes him to think it can withstand the higher cost of capital as interest rates rise -The company has strong earnings growth, relative to the S&P 500 and may be able to pass along higher costs to its customers -Brian attributes the company’s recent blowout quarterly report to investments that the company has made over the years -Should investors be looking to utilities for a return beyond dividend yield? -Brian’s second stock, PepsiCo, also has earnings durability -How the company’s growth through acquisition has allowed it to have pricing power, by focusing on strong brand names -How Pepsi’s focus on Gatorade and its distribution deal with Celsius is helping the company expand its presence and loyalty in the youth market -Why Brian sees Pepsi’s distribution strategy as an edge in the supply chain where other manufacturers have fallen short -Brian’s third stock is an old-school industrial, Caterpillar, which has also navigated supply chains well -Why Brian sees Caterpillar as large earnings per share grower, based on increased infrastructure spending and the Inflation Reduction Act. -Why he sees this stock as attractive, although it’s not one he expects to behave like a red-hot growth stock

Stocks mentioned in this episode

Southern Company (SO) PepsiCo (PEP) Caterpillar (CAT)

How to learn more about Zacks Investment Management www.zacksim.com

Links mentioned in this episode: https://www.marketbeat.com

This podcast is hosted by ZenCast.fm