Everyone knows someone with a stock tip. Maybe it’s a friend at a cigar lounge, a colleague at the next table, or a headline that seems impossible to ignore. And the question behind most of those conversations is the same: a company can be impressive, but is it the right investment at the right price?
That question is the starting point of Smokin’ Stocks, the new show from Moran Wealth Management. In the first episode, hosts Tony Stich and Don Drury sit down with a cigar and a pour of bourbon to debate one of the most talked-about companies in the market, and they don’t always agree.
Where a Show Called Smokin’ Stocks Comes From
Tony and Don explain how the idea took shape, from a first meeting that ran much longer than planned to a shared habit that follows both of them into their work in wealth management. Tony describes what happens when someone at a cigar bar learns what he does for a living, and why a certain kind of stock tip makes him chuckle.
Don talks about why he thinks the conversation around markets belongs alongside the other things people are passionate about. You’ll have to watch to hear how he connects them, and what Tony says about the show’s odds of making it past the first episode.
A Great Company, but at What Price?
The centerpiece of the episode is a friendly debate over one widely followed technology company. Tony comes prepared with questions he describes as his “gotchas,” and Don, in his own words, has been debating the topic with Tony for some time. Along the way they discuss what the company actually sells, how its business is balanced, and why Don believes the real question isn’t about the business at all.
Tony pushes on whether the way investors value the company makes sense, on how government budgets and politics could factor in, and on competition from both established names and newer entrants. Don answers each one, sometimes with a sports analogy. Whether either of them changes the other’s mind is something you’ll need to see for yourself.
The Bigger Picture and a Crossfire Round
Before returning to the debate, Tony and Don step back to look at the broader market backdrop, including how different parts of the market have been performing, what the pace of AI spending means for the companies connected to it, and where defense spending fits in. They don’t see every point the same way, and Don offers a caution about anything that burns hot.
The episode closes with a rapid-fire crossfire round, where Tony asks Don to commit to an answer on three questions, followed by a few lighter picks that bring the conversation back to the cigar and the bourbon. By the end, Tony says, even the hosts weren’t sure who was playing the bull and who was playing the bear.
On the first episode of Smokin’ Stocks, Tony Stich and Don Drury trade questions, counterpoints, and a few good-natured jabs over a great company, a big valuation question, and a market that keeps changing shape.
Watch or listen to the full conversation on the Smokin’ Stocks YouTube channel.
This commentary is for informational purposes only and does not constitute investment advice, a recommendation, or an offer or solicitation to buy or sell any securities. Any individual securities or companies discussed are for illustration and discussion only and should not be considered recommendations. The views expressed are those of the speaker(s) as of the date of publication, are subject to change without notice, and do not necessarily reflect the views of Moran Wealth Management as a firm. Forward-looking statements, market outlooks, and forecasts are opinions only and are not guaranteed to occur. Past performance is not indicative of future results. Investing involves risk, including possible loss of principal.
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