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The Chinchilla Picking Podcast

The Chinchilla Picking Podcast

By Brandon Beaver and David Underwood

Your hosts David Underwood and Brandon Beaver guide you through investing in and trading stocks.
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Stocks: Gold Plated AIG Rims!

The Chinchilla Picking PodcastApr 26, 2022

00:00
21:26
Episode 152: Is Nvidia in a Bubble?

Episode 152: Is Nvidia in a Bubble?

Micron jumped 14% on earnings, but did it deserve the increase?

We take an in depth look into Nvidia to figure out if it is in a bubble or not.

Dave looks at the crypto currency market ahead of Bitcoin's halving event.

And Dave hits the headlines!

Mar 25, 202458:48
Episode 151: Dick's Sporting Goods Knocks It Out of The Park

Episode 151: Dick's Sporting Goods Knocks It Out of The Park

Dick's Sporting Goods beats estimates again behind Lauren Hobert's leadership.

Demand for electricity is hitting all time highs with experts saying that demand is going to start testing our infrastructure. What companies set to benefit from the new global electric revolution?

Microsoft told European regulators that they are behind Google in the battle for AI this week, but was that a lie to convince regulators to allow them to merge with Open AI?


Mar 18, 202451:45
Episode 150: GE's Investor Days Plus Pfizer Switches Focus

Episode 150: GE's Investor Days Plus Pfizer Switches Focus

Dave updates us on what's going on with Tesla in China.

Brandon covers the investor days at General Electric and tells us what he's going to do with GE Vernova when it spins off in April.

Dave hits the pharmaceutical industry and talks about Pfizer's new(ish) focus.

Mar 11, 202452:57
Episode 149: Dell's Dull Earnings

Episode 149: Dell's Dull Earnings

The AI bubble is in full force, what kind of effect will this have on the Federal Reserve's decisions this year?

Dave talks crypto and Tesla.

Brandon gives an update on General Electric with their investor day right around the corner.

Mar 04, 202452:27
Episode 148: Berkshire Earnings and Annual Shareholder Letter, Intuitive Machines Goes Lunar and Then Crashes

Episode 148: Berkshire Earnings and Annual Shareholder Letter, Intuitive Machines Goes Lunar and Then Crashes

We give our thoughts on Warren Buffett's recent annual letter.

Intuitive machines literally goes to the moon, but the stock crashes.

Plus, Dave talks about the new wave of crypto idiocy being pumped by venture capital firms that are great salesmen but terrible investors.

Feb 26, 202448:26
Episode 147: Uber's Earnings, The AI Boom, and More

Episode 147: Uber's Earnings, The AI Boom, and More

2024 is shaping up to be another year of cost cuts.

Uber reported it's first full year of profit since becoming a public company.

More contradictory ecconomic data, is a soft landing still in play?

Feb 19, 202453:00
Episode 146: Earnings From Disney and Pepsi Plus More On Novo Nordisk

Episode 146: Earnings From Disney and Pepsi Plus More On Novo Nordisk

Brandon covers Disney and Pepsi earnings, Dave gives us an update on Novo Nordisk, plus HEADLINES!

Feb 12, 202449:36
Episode 145: Tesla, Apple, CH Robinson, Meta, GE, and $ARGT

Episode 145: Tesla, Apple, CH Robinson, Meta, GE, and $ARGT

Boatloads of earnings this week, including Tesla, Apple, CH Robinson, Meta Platforms, and GE.

Dave gives his take on the Tesla recalls and earnings.

Is GE the greatest corporate turnaround story in American history?

Brandon picks an ETF to track Argentina's turnaround story.


Feb 05, 202459:39
Episode 144: Netflix Earnings, Natural Gas Companies, and Big Drama at WWE Parent Company TKO

Episode 144: Netflix Earnings, Natural Gas Companies, and Big Drama at WWE Parent Company TKO

Netflix knocked earnings out of the park Intel has underwhelming 2024 guidance. Lots of drama at TKO holdings. Dave gives his take on what is going on with the recent price movements on natural gas and how to profit from that. Brandon puts a frontier market in focus.

Jan 29, 202452:29
Episode 143: SAVE Yourself From Spirit Airlines

Episode 143: SAVE Yourself From Spirit Airlines

Now that JetBlue's acquisition has been blocked, eventhough they are appealing the rule, Brandon thinks this stock is now too much of a gamble.


Dave hits the headlines and says that there is a hidden inflationary cost hitting businesses extra hard right now.


Jan 22, 202449:29
Episode 142: Big Bank Earnings and New M&A Activity

Episode 142: Big Bank Earnings and New M&A Activity

Dave gives his take on the current state of crypto currency.

A new wave of M&A activity has arrived ahead of the possibility that the fed will cut interest rates this year. We dive into Hewlett Packard Enterprise's announcement that they plan to acquire Juniper Networks.


Jan 15, 202442:57
Episode 141: Earnings Outlook and Bitcoin ETFs

Episode 141: Earnings Outlook and Bitcoin ETFs

The SEC is set to potentially approve Bitcoin ETfs this year, even more problems at Boeing and what analysts are saying about earnings for this year. Plus, Costco continues to shine.

Jan 08, 202450:59
Episode 140: Deal Making Expected to Increase In 2024

Episode 140: Deal Making Expected to Increase In 2024

After a sluggish year in 2023 for private equity, firms are looking to this year's forecasted interest rate cuts to spur M&A activity.


Japan's Nippon Steel is trying to buy US Steel (ticker symbol X), but the deal faces scrutiny from the US Steel Workers union and a bipartisan group of politicians.


Jan 01, 202448:31
Episode 139: Changes In Chinese Tourism Spell Trouble For Retailers

Episode 139: Changes In Chinese Tourism Spell Trouble For Retailers

Plus, our end of year numbers and what we think about the Fed decision.

Dec 18, 202350:35
Episode 138: Pepsi, Apple Moving a Major Portion of It's Production to India, and Positive Data, And Grocery Stores Are Now Data Brokers

Episode 138: Pepsi, Apple Moving a Major Portion of It's Production to India, and Positive Data, And Grocery Stores Are Now Data Brokers

Let us know what you'd like us to cover in the next episode!

Dec 11, 202351:54
Episode 137: Is It Time To Give Up On Pfizer?

Episode 137: Is It Time To Give Up On Pfizer?

Are the roads clear ahead for continued slowing of inflation? Plus, with the news about Pfizer's weight loss drug being pulled (for now) from trials, is it time to give up on the world's largest pharmaceutical company?

Dec 04, 202352:56
Episode 136: Nvidia Earnings and Preliminary Holiday Sales Numbers

Episode 136: Nvidia Earnings and Preliminary Holiday Sales Numbers

Let us know what you think about this episode and what stock you want us to cover next!

Nov 27, 202353:38
Episode 135: Retail Earnings And The State of the Consumer

Episode 135: Retail Earnings And The State of the Consumer

Target and Walmart continue to have two different retail stories but with new twists.

Some analysts are predicting rate cuts in 2024, why the market should not see this as bullish.

Plus, India keeps flashing the green light for tech giants to move their production to India.

Nov 20, 202347:06
Episode 134: Arm Earnings

Episode 134: Arm Earnings

We dive into Arm's quarterly report and Dave talks about a huge scandal in the precious metals market.

Nov 13, 202347:04
Episode 133: Apple's Earnings

Episode 133: Apple's Earnings

Apple is stagnant. What will it take to put the world's most valuable company back into growth mode?

Nov 06, 202353:46
Recapping Meta and GE's Earnings

Recapping Meta and GE's Earnings

Plus, only 1/3 of European companies have beat earnings expectations while companies in the United States are up on average 12% year over year. Is the United States on track to escape a recession or is it just a matter of time?


Oct 30, 202347:53
Episode 131: The Current Global Trade Recession

Episode 131: The Current Global Trade Recession

The global transportation sector is in a free fall. What does this mean for the rest of the economy? We dive into the vast amount of earnings and numbers we've seen from juggernauts like JB Hunt, Union Pacific, ocean liner company CMA CGM, and the small parcel sector with UPS.

Dave gives an update on Tesla.

Bitcoin halving is something that happens every 4 years, and it's about to happen again. What does this mean for you crypto wallet?

Plus, this week is going to be HUGE. 2/3rds of the companies on the S&P 500 are set to report earnings this week. That combined with the release of GDP numbers and the Federal Reserve's preferred inflation gauge means that investors and traders should gear up for a wild week of volatility.


Oct 23, 202357:05
Episode 130: A Deep Dive Into Pepsi's Earnings and What is Driving Oil Companies Higher?

Episode 130: A Deep Dive Into Pepsi's Earnings and What is Driving Oil Companies Higher?

This week we do a deep dive into the tailwinds and headwinds for Pepsi and their 3rd quarter earnings. Dave takes us into what is driving oil stocks higher, even as rig counts come down.

Oct 16, 202357:12
Episode 129: What's Going On With Yields? Plus, More Dissapointing News From Boeing

Episode 129: What's Going On With Yields? Plus, More Dissapointing News From Boeing

The September jobs number has shed new light on where we're at in the market cycle and what may lie ahead.

Volatility in yields is back again adding uncertainty to both stocks and bonds.

We spotlight a CEO that has led a improbable turnaround for a once well known company.

Plus: More bad news for Boeing

Oct 09, 202301:00:52
Episode 128: The Home Building Stocks Have Been Booming, Is There Still Gas in the Tank?

Episode 128: The Home Building Stocks Have Been Booming, Is There Still Gas in the Tank?

Stocks like Green Brick and Lennar have been soaring for the past 12 months. What's behind this and is there more room to run? Plus, Dave hits the weekly headlines.

Oct 02, 202348:09
Episode 127: Cisco Buys Splunk

Episode 127: Cisco Buys Splunk

This week the blockbuster news that Cisco is acquiring Splunk hit the wires. Is this a good deal for both parties?


It has been forecasted that credit card losses will peak in late 2024. What would this mean for the overall economy and for stocks?

Dave hits the headlines.

Sep 25, 202350:35
Bonus IPO Episode

Bonus IPO Episode

This is a bonus episode with Brandon covering the current and future state of the IPO market. Plus, Brandon dives into the hotly anticipated IPO of Instacart and Birkenstock's planned IPO.

Sep 22, 202321:46
Episode 126: JM Smuckers Buys Hostess, What We Know About The Instacart IPO, and Headlines

Episode 126: JM Smuckers Buys Hostess, What We Know About The Instacart IPO, and Headlines

-JM Smuckers buys Hostess for a steep 5.6 billion dollar price tag, is this a good deal for JM Smuckers and investors?

-Instacart is planning a hotly anticipated IPO, and the anticipation seems to be ramping up after Arm's succsessful debut.

-Plus, Dave hits Brandon with the headlines.

Sep 18, 202346:19
Episode 125: Home Sales, RH Earnings, the Disney/Charter Deal, Apple's Event and Headlines

Episode 125: Home Sales, RH Earnings, the Disney/Charter Deal, Apple's Event and Headlines

In this episode we go over the recent decline in home sales and how that relates to the rest of the economy including a bad earnings report from RH. We also talk about the Disney/Charter deal, Apple's event and more.

Sep 13, 202350:25
Episode 124: Do Recent Retail Earnings Reports Paint A Sobering Picture for The State of The US Consumer?

Episode 124: Do Recent Retail Earnings Reports Paint A Sobering Picture for The State of The US Consumer?

Recent retail earnings show two sides to the retail story with Walmart and Amazon still in the lead while retailers like Dollar Tree, Dollar General, and Five Below behind. What is behind this continuing trend?

Are U.S. businesses finally losing patience with China?

Dave tackles the week's headlines.



Sep 04, 202359:35
Episode 123: Shrinkage

Episode 123: Shrinkage

-Credit card debt is at an all-time high.

-Theft in retail continues to surge as Dick's posts a decline in earnings

-NVDIA's blockbuster earnings results push the stock even higher

-Evergrande's problems continue but plans are in the works to rescue the fallen giant

-Dave and Brandon analyze current headlines


Aug 28, 202359:25
Episode 122: The LEI, Bloomin Brands, and Pain at the Pump

Episode 122: The LEI, Bloomin Brands, and Pain at the Pump

The Conference Board Leading Economic Index gives us a sobering outlook, Starboard takes a 9.9% stake in Bloomin Brands looking to make some postitive changes and rig counts keep dropping.

Aug 20, 202351:15
Episode 121: Disney Earnings, And Is The Earnings Yield of The S&P Enough to Sustain The Market

Episode 121: Disney Earnings, And Is The Earnings Yield of The S&P Enough to Sustain The Market

We dive into Disney's earnings report, the earnings yield of the S&P 500, Softbank's acquisition of Arm, and more!

Aug 14, 202352:22
Episode 120: Robinhood and Berkshire Earnings

Episode 120: Robinhood and Berkshire Earnings

-Robinhood reported earnings and Brandon has a surprising take

-Berkshire is still going strong

-Dave talks about the new innovations in the trucking industry

Aug 07, 202356:11
Episode 119: How to Turn "Mistakes" Into Wins in Investing

Episode 119: How to Turn "Mistakes" Into Wins in Investing

On this week's episode we cover Meta and Alphabet earnings. Brandon talks about a great way to turn mistakes into profits and Dave talks about this week's headlines.

Jul 31, 202351:00
Episode 118: Oil, NVIDIA, Tesla, and More

Episode 118: Oil, NVIDIA, Tesla, and More

Rig counts are dropping again, plus NVIDIA, Netflix, Tesla, and supply chain union strikes

Jul 24, 202355:38
More Changes Coming At Disney, Plus The UPS Strike and More

More Changes Coming At Disney, Plus The UPS Strike and More

This week Nick Young is filling in for Dave Underwood. We cover more evidence of the "this time is diffferent" attitudue, more changes coming for Disney, the potential UPS strike, and Nick's thoughts on the airlines. Plus, a relatively unknown company is reporting earnings this week and Brandon thinks their earnings call will be particularly important.

Jul 17, 202344:30
Episode 116: Is It Really Different This Time?

Episode 116: Is It Really Different This Time?

Dave and Brandon take opposing sides as to whether or not we are gearing up for a deep recession.

Jul 10, 202349:18
Episode 115: Tesla, Delta Airlines, Bitcoin, and Constellation Brands

Episode 115: Tesla, Delta Airlines, Bitcoin, and Constellation Brands

Tesla released their delivery numbers on Sunday, Dave and I dive into what to think about them.

Delta Airlines, a show favorite, upped their full year forecast.

Constellation beat on earnings but...is there more than meets the eye?

Jul 03, 202347:22
Be Cautious When Others Are Being Greedy

Be Cautious When Others Are Being Greedy

Symptoms of interest rate hikes are continuing to arise globally pointing to an ever growing possibility of a recession. Manufacturing growth continues to slow domestically while commercial real estate continues it's fall across Europe. Corporate defaults and overall bankruptcies are growing.

Jun 26, 202343:36
We're Officially Back in Bull Mode...But Are We On Thin Ice?

We're Officially Back in Bull Mode...But Are We On Thin Ice?


The S&P 500 and Nasdaq are officially in a new bull market. We examine previous bear market endings to see if we are this new bull market is sustainable.


Jun 19, 202341:37
Pfizer and the Recent Jobs Report

Pfizer and the Recent Jobs Report

Pfizer is down 27% over the past twelve months, is it time to buy? We dive into the numbers and the Pfizer pipeline for the year.

Dave dives into the jobs report and gives an update on the possibility of a soft landing

Jun 05, 202349:41
Are We Already Experiencing a Slowdown? Dave Covers NVIDIA

Are We Already Experiencing a Slowdown? Dave Covers NVIDIA

We talk about the debt ceiling as much as it deserves to be talked about

We cover Walmart, Footlocker, and Lowe's earnings and ponder whether or not we're already in an economic slowdown.

Dave highlights NVIDIA's fantastic earnings and talks about the AI surge.

May 25, 202341:30
I'll Be Your Warren Buffett If You Will Be My Charlie Munger

I'll Be Your Warren Buffett If You Will Be My Charlie Munger

-Berkshire Hathaway released their earnings report and had their annual investor conference

-Important takeaways from Google's IO conference

-Disney is potentially preparing to take steps to fully buy Hulu by 2024

-Icahn vs the short sellers at Hindenburg Research

May 11, 202345:09
An Update on Activision, Meta Surprises Nicely on Earnings Again, and Foxconn Abandons Lordstown Motors

An Update on Activision, Meta Surprises Nicely on Earnings Again, and Foxconn Abandons Lordstown Motors

Brandon does a victory lap (again) on Meta Platforms and then eats crow on Activision

Dave discusses where he thinks the electric car industry is headed and one stock he thinks will be a winner

Foxconn abandons Lordstown Motors but might be taking control of the factory in Ohio

All of this and more on episode 109.

May 02, 202343:57
Well, Are We or Aren't We Going Into a Recession?

Well, Are We or Aren't We Going Into a Recession?

We comb through the mixed data from last week. Are we or aren't we going into a recession??

Inflation came back "better" than expected, but is this sign that inflation is cooling also a sign of a potential recession?

Banks reported earnings and for the most part beat expectations, but some of the stocks were soured by gloomy forecasts.

Apr 18, 202345:50
The Week Ahead

The Week Ahead

In this episode we discuss the recent jobs report, the upcoming CPI report, and what earnings reports for the coming week we think will matter the most to investors.

Apr 10, 202345:55
Is Inflation Really Easing?

Is Inflation Really Easing?

Dave and Brandon go over some of their recent wins and losses

Is RH still a buy?

Virgin Orbit’s troubles as the eruption of the space industry bubble continues to play out

The PCE numbers came out and the market rallied a bit, were the numbers really something to get excited about?

Apr 03, 202348:07
Yada, Yada, Yada, Too Big to Fail. Again.

Yada, Yada, Yada, Too Big to Fail. Again.

Dave and Brandon discuss the recent bank failures, plus:

-Short sellers are targeting Block, do they have a valid point?

-We discuss the situation regarding moral hazard and bailouts

-What sectors of the market do we think will outperform this year?

Mar 23, 202351:34
Yada, Yada, Yada and GE's Investor Conference

Yada, Yada, Yada and GE's Investor Conference

What's behind GE's outperformance?

GE Healthcare is up 41% since it's spinoff, is it still ok to buy?

Meta Platforms is using a new start-up to provide it's semiconductors for artificial intelligence, will they be competition to the bigger semiconductor companies?

Who is set to gain from the hot competition in AI?

Mar 10, 202345:28