This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Seema Shah, Senior Retail Analyst at Bloomberg Intelligence. The group starts by discussing the most recent downturn in Bitcoin which was hovering around it’s peak last Thanksgiving, and then gets into everything around the holiday shopping season including early results from Black Friday and Cyber Monday, what categories are shaping up to be the most popular, how tariffs will...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen is joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses the biggest winners and losers of the Q3 tech earnings season thus far, and looks ahead at names that have yet to report. The general trend has been muted pricing reaction to beats this season, as many positive surprises for Q3 were accompanied with downgraded guidance for...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management, and we are excited to welcome a new guest, Seema Shah, Senior Analyst at Bloomberg Intelligence. This is our big consumer show ahead of Q3 retail reports and the holiday shopping season. The group discusses the names they like and dislike ahead of the retail earnings parade, predictions for the holiday shopping season, specialty names...

The group discusses the sell-off in the equity markets as trade war fears escalate, with the MSCI Emerging Markets Index (EEM) also getting hit hard with China issues. We take a look at the continued strength of the consumer as reported in the latest GDP reading as well as the UMich Consumer Sentiment reading for October, and while retailers are more or less holding the markets up, will that crack under inflationary pressures? Lastly the ER explores IBM’s acquisition of RedHat - is this a...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP Christine Short are joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses the general sentiment around tech heading into Q3 earnings reports, and let’s just say it’s not as upbeat as it has been been, but cloud computing and semiconductors still remain favorites. We also dive into the latest report from Netflix, and the...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Nick Colas from DataTrek Research. The group discusses some theories on why yields are going up, and it’s not due to higher inflation expectations. The small cap meltdown continues on trade war fears, but that same sentiment has not been showing up thus far on earnings calls, with concerns around dollar strengthening taking center stage. We wrap up with an update on crypto, and...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management, and #1 ranked Consumer Discretionary analyst on Estimize last quarter! The group discusses the Q3 earnings season, set to kick off with the banks this Friday, with rising rates, trade wars and wage pressures all expected to be front and center on earnings calls. Retailers in focus for this season are Amazon, Wal-Mart and Target, all of...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen is joined by Nick Colas from DataTrek Research and Spencer Jakab, Deputy Editor for Wall Street Journal’s Heard on the Street.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Nick Colas from DataTrek Research. The group begins by discussing Emerging Market equities which have been in a downward trend since the Financial Crisis, but could they be a good buying opportunity in the near future? The conversation then moves to consumer names, as this last week of earnings season ends with the retail parade, with thoughts on Tesla, Match group, Home Depot,...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP Christine Short are joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. With peak earnings season coming to a close, we review how tech fared in Q2, and what names could still save the space despite some disappointing results from peers. Sean and Rob still like cybersecurity names (CYBR, FTNT, PFPT, CBLK) and enterprise tech names such as...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Nick Colas from DataTrek Research. The group discusses how momentum trades are currently blowing up especially in tech on the back of a poor Facebook report, but how that could be remedied by some other tech names expected to surprise this week. We also take a look at mixed results from industrials this season, and what Whirlpool’s blow-up says about the current housing market....

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP Christine Short are joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses Q2 earnings season for tech, and while Rob thinks there are still opportunities in enterprise tech names such as HubSpot (HUBS), Workday (WDAY), Zendesk (ZEN) and Splunk (SPLK), Sean sees more short opportunities for some of these stretched names....

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Spencer Jakab, Deputy Editor for Wall Street Journal’s Heard on the Street. The group discusses Friday’s job report and the general state of the economy as we head into Q2 earnings season which kicks off with the big banks on Friday. Other topics include the SEC winding down its whistleblower program and Augur, the decentralized platform built on the Ethereum blockchain that...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Nick Colas from DataTrek Research. The group discusses the possible impacts of the newly announced tariffs from Canada, China and Mexico, what the yield curve is saying about the probability of a recession, the changing hedge fund landscape, and how tech has become a defensive sector.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Nick Colas from DataTrek Research and the Estimize summer interns - Dylan Paige from University of Pennsylvania, Sophia Lepore from University of Michigan, Henry Bliss from UPenn and Tariq Kessaci from UPenn. The group discusses DataTrek’s recent technology disruption survey and Mary Meeker’s recent internet trends update for 2018. Find out what Gen Z things about the next big...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management. The group discusses the upcoming deluge of retail earnings, or as Jeff calls it “real earnings season” because we’ll finally get a real peek into the health of the US consumer. Topics include why Victoria’s Secret is striking out with millennials right now, why Lululemon is beating American Eagle at the summer swimwear game, a look...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by DataTrek Research co-founders Nick Colas and Jessica Rabe and Spencer Jakab, Deputy Editor for Wall Street Journal’s Heard on the Street. The group discusses why Q1 earnings season isn’t getting the respect it deserves, and why a lot of that may have to do with the Q2 outlook. After identifying Energy as one of the only sectors with decent buying opportunities a couple of months...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP Christine Short are joined by Jeff Macke, head of Macke Asset Management and Sean Udall, CIO at Quantum Trading Strategies. The group discusses Q1 earnings results and expectations for some of the consumer and tech names, including McDonald’s, Chipotle, Starbucks, Shake Shack, Apple, HubSpot, MindBody, Arista Networks, Amazon and more.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP Christine Short are joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses Q1 earnings season for tech, and while they think small and midcap enterprise tech names such as HubSpot, Workday, Zendesk, Splunk and Nutanix will announce strong results, they admit it’s difficult to find extremely compelling valuations anywhere in...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by DataTrek Research co-founders Nick Colas and Jessica Rabe. Our guests share their “Top Ten List” of positive points about US stocks while discussing potential outcomes for tariff talks, Mark Zuckerberg’s congress testimony, and providing an update on cryptocurrencies.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management and Spencer Jakab, Deputy Editor for Wall Street Journal’s Heard on the Street. After a crushing day for the markets, the group discusses what investors’ biggest worries may be, from regulation in tech to a trade war with China. Other topics include recent retail results from Lululemon and Abercrombie & Fitch, and predictions ahead...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by DataTrek Research co-founders Nick Colas and Jessica Rabe. This week we delve into the Facebook data breach and what it means for them, other social networks and privacy in general, we check in with crypto where interest and hence wallet growth has been falling, and lastly we go over the results of Datatrek’s first cannabis industry survey.

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP, Christine Short are joined by Sean Udall, CIO at Quantum Trading Strategies. We review Q4 tech results, with small and mid cap enterprise tech still putting up the biggest beats and finally getting rewarded for it. With inflation likely to rise as interest rates normalize, the group takes a look at energy, gold and real estate as potential beneficiaries, while rising wages may help certain retailers and the health and...

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management and Spencer Jakab, Deputy Editor for Wall Street Journal’s Heard on the Street. The group discusses the final leg of Q4 earnings season with retail reports from the department stores and consumer electronics, and how home improvement retailers and home builders will fair as new home sales slump.