What podcasts say about Steven Cress
Every statement, with the speaker, the exact quote and the moment it was said.
What Steven Cress has said on podcasts
22 statements · 9 positive · 9 negative · 2 mixed · 2 neutral
Micron currently has strong fundamentals.
“So the stock still looks really great from a fundamental perspective.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 5:12
Micron is expected to report another quarter of record revenue and earnings.
“you're going to have another quarter of record revenue and record earnings.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 5:48
Future stock highs cannot be reliably identified in advance.
“nobody frankly knows what a high is going to be with any stock”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 6:56
The system sells stocks when valuation, growth, or profitability conditions deteriorate.
“It's being sold because the valuation framework has changed or the growth framework or the profitability.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 7:25
Micron’s stock could decline despite record revenue and earnings.
“Micron reports today, they could have record revenue and record earnings, and it's quite possible the stock can still come down.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 8:35
Current market sentiment is influencing prices more heavily than fundamentals.
“we're clearly in a market where sentiment gets a heavier weight than fundamentals.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 8:52
Micron’s stock could perform well if earnings beat and economic data avoids alarming markets.
“perhaps if we do have a good number and we don't have an economic data point tomorrow that scares everybody, we could be in good shape of micron beats today.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 10:40
Micron shares could perform well if earnings beat and economic data remains reassuring.
“if we do have a good number and we don't have an economic data point tomorrow that scares everybody, we could be in good shape of micron beats today.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 10:40
The Volcker Rule ended proprietary trading at large tier-one investment banks.
“it ended the era of crop trading for the large tier one firms.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 17:53
CrestCap’s system could generate investment research autonomously from current data.
“it would generate an autonomous investment research on the spot using data from that day.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 19:03
Stocks graded B-minus through A-plus for dividend safety avoided cuts 98% of the time since 2010.
“if you own a stock that has that dividend safety grade of B minus to an A plus, historically going back to 2010, you would have avoided a dividend cut 98% of the time.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 21:50
The quant system should diversify across multiple investment characteristics.
“We believe in diversification”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 23:26
AI-related technology stocks that sold off are rebounding in the morning session.
“a lot of the technology stocks that sold off yesterday that are AI related are bouncing back this morning”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 25:15
Investor anxiety over SpaceX’s spectrum deal may be unjustified, creating telecom buying opportunities.
“I'm not sure that anxiety is actually justified, so we might find there could be buying opportunities here.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 27:15
SpaceX’s spectrum can connect existing phones, but only compatible 4G smartphones.
“It does offer, obviously, by buying the Spectrum, a way to connect existing phones, but only through compatible 4G.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 28:37
Telecom shares may offer buying opportunities before SpaceX builds its network.
“we might actually find this to be more of a buying opportunity until SpaceX can actually build out a network.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 30:02
Starlink mobile service will not provide the same services as 5G phones.
“It is not going to provide the same services as a 5G phone.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 30:13
T-Mobile’s roughly 10% decline could represent a buying discount under its Quant Buy rating.
“Stock coming off about 10% today. It is a quant buy, so this could be viewed as a discount.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 31:31
Large companies should generally avoid letting competitors advertise on their platforms.
“I would be very reluctant as a CEO of a company of that size to just let our competitors advertise on the platform.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 32:06
Apple is currently expensive relative to its limited growth.
“we view the stock as very expensive with limited growth.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 33:24
Apple trades at 38-times GAAP P/E versus the sector’s 22-times P/E.
“For this, for PE on a gap basis, it's trading at 38 times versus the sector at 22 times.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 33:32
Investors should hold Apple shares rather than accumulate them.
“hold the shares, I would not be in an accumulation phase for Apple.”
Open the episode · SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin storyListen at 35:40
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.