Quiz: What’s one advantage the president has that the market does not?

Answer: He can get a doctor’s note telling you everything is wonderful. 

But investors? They’re left on their own, left trying to forecast when a stimulus bill will land, left watching every vaccine trial to spot a winner, left waiting up at night for earnings reports, and left tracking technical indicators for clues about what’s churning underneath the surface. 

Fortunately, investors do, however, have experts who can guide them. Helping us get through this messy, mucky October are Real Money and Real Money Pro writers Jim Cramer, Paul Price, Maleeha Bengali, Alex Frew McMillan, and Jim Collins.

Jim Cramer: Let’s Beat Covid-19

Cramer lays out what is happening right now to get the pandemic under control and what it will look like not that long from now — even before a vaccine is available.

Here’s the tests and therapies that Cramer contends will change the channel on the Covid outlook.

Price: Give Stocks a Second Chance 

Few stocks go up in straight-line moves. Instead, writes Price, most tend to spurt higher, tail off, then rise again. While the interim selloffs often shake out traders who mainly trade on momentum, plus those who fail to understand the companies’ true worth, there’s still opportunity awaiting for those willing to give second chances.

See how Price would play a select group of stocks — even following their earlier rebounds from March’s lows.

Jim Collins: There’s Trouble in Bubbleland 

We are in the midst of a unprecedented financial bubble, writes Collins. Will a recovery from the Covid-19 lockdowns ease the bubble before it bursts in our faces?

Read why Collins isn’t holding his breath, and how the situation could play out for insurers and others. 

Bengali: It’s Value Vs. Growth. Pick One.

  • Chevron has overtaken Exxon in market value. 
  • Exxon was the largest company in the world seven years ago. 
  • Chevron’s market value has also fallen substantially in the last year, driven down largely by the collapse in oil prices. 
  • A number of events pushed down Exxon’s stock including reporting two consecutive quarters of loss and getting booted from the Dow Jones Industrial Average. 
  • For more stories like this, sign up here for our weekly energy newsletter.

Chevron surpassed Exxon in market value Wednesday, becoming the largest oil company by market cap in the US. This is the first time Chevron has been in the top spot since at least 1980, according to Bloomberg data.

The milestone is more about Exxon’s decline than it is about Chevron’s ascent, because the entire oil industry has been battered by a fall in crude prices sparked by the coronavirus pandemic.

Exxon’s market value is down more than 50% since the start of the year, and stands at $141.1 billion. Chevron’s value has fallen about 40% to $141.3 billion. The broader S&P 500 is up more than 5% in the same period.  

Exxon’s stock has faced pressure from a number of events including its ousting from the Dow Jones Industrial Average in August and two consecutive quarters of loss. The company also has a high dividend yield, signaling that it may be forced to cut its prized payout in the coming weeks.

“Dividend sustainability remains top of mind at XOM,” Goldman Sachs analysts said in a late-September note, “with mixed views on how the company will ultimately move forward on the dividend.”  

Exxon stock

Exxon’s stock has fallen more than 50% from the start of the year.

Markets Insider


While Chevron has faced similar challenges — it reported an $8.3 billion loss in the second quarter — some

Editors’ Note: This is the transcript of the podcast we posted last week. Please note that due to time and audio constraints, transcription may not be perfect. We encourage you to listen to the podcast, embedded below, if you need any clarification. We hope you enjoy.

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Jonathan Liss: Welcome to Let’s Talk ETFs. I’m your host Jonathan Liss, and I’ve been closely tracking the ETF space for more than 13 years through a variety of roles here at seekingalpha.com. Each week, a different guests and I will take an in-depth look at a particular aspect of the rapidly evolving exchange traded fund space with a focus on how investors can best utilize ETFs to reach their investing goals.

Before we begin, a brief disclaimer, this podcast is for entertainment and educational purposes only. Nothing said here should be taken as investment advice. All opinions expressed on this show are those of the individuals expressing them alone. A full set of disclosures will be included at the end of this show. You can subscribe to Let’s Talk ETFs on Apple podcasts, Google podcasts, Spotify, or whichever podcast platform you prefer.

For reference purposes, this podcast is being recorded on the morning of Tuesday, September 8, 2020. I’m joined today by Sean O’Hara, President of PacerETFs. Sean began his carrier at PLANCO/Hartford in 1985, where he spent 22 years as a wholesaler, Division Manager, and Managing Director of the National Wholesaler Team. In 2007, Sean joined his PLANCO co-Founder, Joe Thompson again at Pacer Financial to serve as a national wholesaling company for various products, including Exchange Traded Funds, Exchange Traded Notes, annuities and SMEs.

In 2015, Pacer ETFs was launched. With Sean’s leadership, the company has become one of