Investors / stance tracking

What Shannon Saccocia is saying

CIO, NB Private Wealth

6 dated public stances tracked since 2022-08-19, most recently 2025-08-15. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Shannon Saccocia's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Shannon Saccocia is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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6
tracked stances
5
themes
0
side flips
2025-08-15
last heard
Returns  90d -0.0% (n=6) · 180d +5.3% (n=6) · 1y +20.3% (n=6)

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.

Most-argued themes

ThemeStancesLeanMixLast
ACN11 bullish2022-08-19
Big Tech11 bullish2025-08-15
ENERGY11 bullish2025-08-15
GUNR11 bullish2022-11-23
ORCL11 bullish2022-08-19

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2025-08-15 ENERGY bullish The Compound · video
Electrification, global urbanization, and a growing middle class structurally require both energy and utilities, while these sectors are severely underweighted in a concentrated S&P 500 that has drifted to only 19% defensives combined
“you need both of those things”
90d +6.7% · 180d +30.7% · 1y +50.8%
Does the Stock Market Know Something We Don’t? | TCAF EP204
2025-08-15 Big Tech bullish The Compound · video
AI capex concentrated in big tech during the 2020s will translate into broad productivity and earnings gains across the rest of the economy in the following decade, mirroring how 1990s tech spending fueled adoption gains through the 2010s and catalyzing a…
“the broadening out of the AI trade is one of the major tailwinds”
90d +5.5% · 180d +6.5% · 1y +27.0%
Does the Stock Market Know Something We Don’t? | TCAF EP204
2022-11-23 GUNR bullish CNBC Halftime Committee · video
Agricultural ETF basket provides diversified exposure to the global commodity and food-security tailwind without single-name risk
“a great example of a part of an ETF that has an agricultural basket is GUNR”
90d -1.7% · 180d -8.0% · 1y -6.6%
How to play Deere and industrials, with the ‘Halftime Report’ investment committee
2022-11-23 long ROK / long HON / long UNP basket CNBC Halftime Committee · video
A secular capex supercycle — driven by manufacturing reshoring, productivity demands, and global fixed-asset investment — favors industrial names focused on automation, efficiency, and goods movement
“I think there is you know likely going to be this pickup in capex”
90d -3.2% · 180d -2.6% · 1y +0.9%
How to play Deere and industrials, with the ‘Halftime Report’ investment committee
2022-08-19 ORCL bullish CNBC Halftime Committee · video
Oracle is a tech-adjacent services name with visible cash flow and the capacity to grow its dividend over time, making it integral to a dividend-growth portfolio
90d +1.2% · 180d +13.3% · 1y +50.7%
The 'Halftime Report' investment committee offers its dividend picks
2022-08-19 ACN bullish CNBC Halftime Committee · video
Accenture's services business generates sustainable cash flow that supports continued dividend growth, which Shannon's emphasis on dividend sustainability and growth prioritizes over static yield
90d -8.5% · 180d -8.0% · 1y -1.4%
The 'Halftime Report' investment committee offers its dividend picks

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