Video Insights

Current Videos

Fade the Facebook Hype

February 1, 2012

2.1.12 | 02:57

Simon Baker on CNBC Fast Money says there's a smarter way to play the upcoming Facebook IPO

Talking Numbers: Stay Positive on Oil?

November 30, 2011

11.30.11 | 03:23

How to play oil right now, Simon's oil picks Lufkin Industries (LUFK) and Enterprise Products Partners (EPD)

Beating the Bears

October 6, 2011

10.6.11 | 04:20

Simon Baker on Fox Business giving investment ideas for today's market.

Put Backstops in Place and Let Greece Fail Now

September 26, 2011

9.26.11 | 05:04

A glimmer of hope emerges today after world leaders gathered in Washington, D.C. over the weekend for an annual IMF policy meeting that was dominated by talks of stemming the European debt crisis.

4 Recession Resilient Stocks to Ride Out the Storm

September 23, 2011

9.23.11 | 04:04

We're in a recession. You can debate that if you like, but at this point it won't make any difference. The economy stinks, it's getting worse, and it's time to move out of denial and try to heal your portfolio.

 

Global Bear Market Reality Is Here

September 23, 2011

9.23.11 | 05:52

Simon Baker of Baker Avenue Asset Management is neither perma-bear nor bull; he's a perma-realist trying to make and keep money for his clients. So far Baker has been doing a good job for Breakout viewers. Simon came on in May and told people he was getting out of Chinese markets; the (FXI) ETF of Chinese stocks is down 27% since then. On August 15th Simon incurred the wrath of the long-side faithful by declaring "Buy and Hold" dead. The S&P500 closed at 1,204 that day and moved between 1,200 and the low 1,100's six times since.

Is a Recession Inevitable?

September 16, 2011

9.16.11 | 04:35

Simon Baker, Baker Ave. Asset Management CEO, on how the European debt crisis is impacting the markets and how to make your investments recession-proof.

King Lip Talks Stocks on CNBC

September 14, 2011

9.14.11 | 08:16

King Lip, Chief Investment Officer for Baker Ave, discusses recent stock movements with CNBC World. King's tops stock picks are McDonald's, Phillip Morris, and Proctor & Gamble.

Buy Recession-Proof Vice Stocks

August 16, 2011

8.16.11 | 5:36

"Gambling, smoking, and eating Big Macs. That's the theme," says Simon Baker, CEO of Baker Avenue Asset Management. They're not really sexy names, but when you are in a very emotional market you want mega blue chips that pay dividends.

Is the Buy and Hold Mentality Dead?

August 16, 2011

8.16.11 | 5:30

Simon Baker says yes, arguing that buy & hold is a relic of a bygone era when the economy was stable and consistent growth was the norm.

Groupon IPO Signals Change in Perception

June 2, 2011

6.2.11 | 3:38

King Lip, CIO at Baker Avenue Asset Management says Groupon's IPO is overvalued and will be oversubscribed, adding that there are more attractive plays out there.

Cracks in China’s Wall of Growth

May 25, 2011

5.25.11 | 5:46

Simon Baker is fresh back from China, and the message he's bringing isn't likely to comfort advocates of the Chinese growth story.

Own Employment-Related Stocks

May 3, 2011

5.3.11 | 3:29

King Lip, chief investment officer at Baker Avenue Asset Management suggests investors buy employment-related stocks before the release of U.S. jobs report.

10% Upside for S&P 500 This Year

May 3, 2011

5.3.11 | 3:55

King Lip, chief investment officer at Baker Avenue Asset Management says the end of QE2 might represent a good buying opportunity for equities.

Recommending Energy Stocks

April 4, 2011

4.4.11 | 4:40

Money manager Simon Baker visited the "Breakout" set on its first day of existence, and he's back to review some of the picks he offered then and to discuss a few additional names he likes.

3 Japan Crisis Plays

March 21, 2011

3.21.11 | 5:37

In a market where the two-year uptrend has been broken, Simon Baker, is seeing entry points in specific companies set to benefit from global tumult.

Deals, Disasters Spell “Emotional” Traders’ Market

March 21, 2011

3.21.11 | 5:41

A whirlwind weekend of news and developments around the globe set us up for an active and interesting trading session Monday.

Alternative social media plays

February 2, 2011

2.2.11 | 3:04

Alternative social media plays to Facebook and Twitter

The Onion Indicator

January 14, 2011

1.14.11 | 2:22

Food inflation could spark a rate hike in India.

Should These Companies Break Apart?

December 8, 2010

12.8.10 | 3:21

Simon identifies three companies that he'd like to see break apart

Movie Stocks

December 2, 2010

12.2.10 | 2:48

Simon takes on movie stocks

Retail

November 23, 2010

11.23.10 | 06:05

The next potential takeover candidate in retail, said Simon Baker of Baker Avenue Asset Management, could be either American Eagle Outfitters or Chico's

Defense stocks

November 23, 2010

11.23.10 | 9:38

Simon Baker on the positives of defense stocks such as Northrop Gruman

Retail Rebound?

November 16, 2010

11.16.10 | 2:41

Simon discusses top retail stocks for the holidays

Video highlights from interviews with our investment professionals are time sensitive; as a result, there should be no reliance by a viewer on the comments, highlights or other information presented in the video clips. The video archive of interviews is intended to provide clients and prospective clients of BAAM with an overview of our investment professionals and our thinking at that time.

Past discussions are not relevant to future events; neither Baker Avenue nor any of our employees guarantee or predict performance or future events.