simarik Listen here or on the go via Apple Podcasts and Spotify Steven Cress , Head of Quantitative Strategy, shares his top 10 stocks for the 2nd half of 2024 from a Quant perspective (1:12). Hercules Capital, the 1st BDC to make the list (9:55). Industrials sector pick: SPX Technologies (14:40).
Kirby, a Quant strong buy with mixed factor grades (19:00). Straight As for General Motors (29:20). PDD Holdings, a 2023 top stock based in China (42:05).
Why Super Micro Computer is #2 and a retailer is #1 (45:09). This is an excerpt from a recent webinar. Transcript Daniel Snyder: Hello everyone.
Daniel Snyder from Seeking Alpha here, joined by the one, the only, Steven Cress, our guide of Quantitative Strategies. And this is exciting, because we were just at Seeking Alpha’s Investing Summit last week in New York City going over this exact topic talking about these 10 stocks and now we finally get to bring it to all of you. So, thank you for taking the time to join us today or watch the replay if you are watching that here on Seeking Alpha as well.
Steve, I want to go ahead and bring you on in. How you are doing? Steven Cress: I’m doing wonderful. Thank you so much for inviting me on today.
DS: Of course. Everybody loves to hear from you. I mean, these top 10 picks that you've been doing for the last few years now seem to produce some really nice returns for the people that follow them.
So, I'm excited to dive into these 10 stocks today. Maybe the people that are watching righ.