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500th Episode: Investing Tips from 11 Years of Podcasting About Stocks

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  • (1:00) - 500th Episode Breakdown
  • (9:40) - Tracey’s Top Stock Picks For Your Watchlist
  • (27:30) - Episode Roundup: XOM, JPM, NVDA, SMCI, VRT, STRL, PYPL, XYZ
  • Podcast@zacks.com

 

Welcome to Episode #500 of the Zacks Market Edge Podcast.

Every week, host and Zacks stock strategist, Tracey Ryniec, is joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.

This week, Tracey went solo to celebrate the 500th episode of Zacks Market Edge Podcast. It began in Oct 2015, in the middle of a bear market in oil.

Over the years, Tracey has covered the new highs in the S&P 500, the 2020 COVID shutdown of the global economy, the 2-month COVID recession, the 2022 Ukraine-Russia War, the 2023 banking crisis, the AI Revolution, and now the Iran-US War.

Commodities appear to be back in a bull market for the first time since 2013, including oil, copper, gold and silver.

Are the 300th Podcast Episode Stocks Still Winners?

Tracey recorded her 300th episode of the podcast on Jan 26, 2022, with Zacks Senior Strategist Kevin Cook as the guest. The five stocks covered in 2022 were ExxonMobil, JPMorgan Chase, NVIDIA, PayPal and Block.

Excluding the two global payment companies of PayPal and Block, which have gone out of favor since, the episode was eerily similar to the stocks which are at the forefront in 2026.

However, that episode was recorded before the Ukraine/Russian War began in Feb 2022, before the banking crisis in 2023, and before the AI Revolution began in 2023. It turns out, it was a good time to get into ExxonMobil, JPMorgan, and NVIDIA.

Kevin and Tracey talked about buying NVIDIA in 2022 on “weakness” in the shares. What a call that turned out to be.

Stock Investing Tip: Don’t Be a Genius

One of the investing lessons of the last 11 years comes from the wisdom of Zacks Chief Equity Strategist, and a frequent guest on the podcast, John Blank.

On picking stocks John has said: “Don’t be a genius.”

What he means by that is that you don’t have to get fancy and find an obscure small cap stock to see big gains. Often, the most obvious investment is staring at you right in the face.

It helps that the large caps stocks, especially the S&P 500, have been in a bull rally over the last 11 years. But the tip still holds for 2026.

3 Big Cap Stocks for the 500th Podcast Episode

1. ExxonMobil Corp. (XOM - Free Report)

ExxonMobil is an integrated global energy company. Earnings are expected to jump 70.7% in 2026 on higher oil prices along with record high refining crack spreads.

Shares of ExxonMobil are up 35.7% year-to-date. But it’s the 5-year record which is impressive. Shares of Exxon are up 195% in that time, easily beating the S&P 500, which has gained 72.2%. And that is without dividends reinvested.

ExxonMobil is shareholder friendly. It has paid a quarterly dividend for over 40 years. It is currently yielding 2.5%.

ExxonMobil is still cheap, with a forward price-to-earnings (P/E) ratio of 14.2. A P/E under 15 usually indicates a company is a value.

It’s a Zacks Rank #3 (Hold) stock.

Should ExxonMobil still be on your short list?

2. JPMorgan Chase & Co. (JPM - Free Report)

JPMorgan Chase is one of America’s largest banks. It’s considered to be “too big to fail.”

Earnings are expected to jump 22.7% this year. It has an attractive P/E of 14.1. A P/E under 15 usually indicates value. However, bank analysts like to look at the price-to-book (P/B) ratio for banks. You buy a bank at 1.0 and sell it at 2.0.

JPMorgan has a P/B ratio of 2.6, which is high for a bank.

Shares of JPMorgan have soared 121% over the last 5 years, easily beating the S&P 500, which is up 72.2%. And this period also included the 2023 banking crisis.

JPMorgan Chase pays a dividend, currently yielding 1.7%.

Should a big bank like JPMorgan be on your short list or is it too late to get in?

3. NVIDIA Corp. (NVDA - Free Report)

How many times has Tracey talked about NVIDIA over the last 11 years on the podcast? Too many to count.

In 2022, skeptics said NVIDIA’s growth wouldn’t last. Yet in fiscal 2026, NVIDIA grew earnings by 59.5% and is expected to grow them another 93.5% in fiscal 2027. Sales are also expected to soar another 88% this fiscal year.

If you bought NVIDIA 5 years ago, before the AI Revolution, shares are up 901%. It’s been one of the top performers in the S&P 500.

But NVIDIA is surprisingly attractively valued right now. It is trading with a forward P/E of just 23. Historically, it has traded around 40x.

NVIDIA is also back to being a Zacks Rank #1 (Strong Buy) stock.

Is it time to get into NVIDIA, or add further to your position if you’re already in it?

What Other Stocks Have Been Front and Center Over the Last 11 Years?  

Tune into this week’s podcast to find out.

[In full disclosure, Zacks Value Investor portfolio owns shares of XOM.] 

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