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☆ These home remodeling projects offer the highest return on investment in history, report finds
▼ + stars: | 2024-05-20 | by ( Jessica Dickler | ) www.cnbc.com time to read: +3 min

And when it comes to the return on investment, some projects now offer the highest return values in history — with a few home upgrades averaging returns of nearly 200% for the first time ever — according to the 2024 Cost vs. Value report from Zonda Media, a housing market research and analytics firm. Garage door replacements offered the highest average return at 194%, followed by upgrading to a steel front door, with a 188% return on investment — both worth nearly double what they were last year, the report found. Curb appeal is keyForget a designer chef's kitchen, the projects offering the greatest returns in resale value are mostly related to curb appeal rather than more glamorous kitchen and bath remodels, according to Zonda's report. In fact, nine out of the top 10 projects with the highest return on investment were exterior improvement projects, the report found. Only three projects on Zonda's list can typically deliver even a 100% return on investment, including replacing the garage doors, upgrading to a steel front door and installing a stone veneer.

Persons: Clay DeKorne, Zonda's, DeKorne, Angelica Ferguson VonDrak, Todd Tomalak, Tomalak Organizations: Zonda Media, Finance, Photodisc, Getty Locations: Rhinebeck , New York

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Persons: Taylor Swift, Michael Jackson, ”, Swift, Frank Sinatra, Stevie Wonder, Paul Simon, Drake, Billy Joel, Britney Spears, Bruce Springsteen, Elton John, Kareem, Brady, Marino, Harry Potter, TAYLOR, TAYLOR SWIFT, Swift’s, didn’t, Max Martin, John Lennon, Paul McCartney, McCartney, George Harrison, “, Taylor, Jackson, MICHAEL JACKSON, ’, Michael Jackson’s, …, “ Ben ”, —, Jackson’s, Micheal Jackson, It’s, she’s, Department ”, Spears, BRITNEY SPEARS, Spears’s, Madonna, Dick Tracy ”, Evita, I’m, David O, “ Ray, Bob Dylan, John, Springsteen, Elton John Farewell, Bruce Springsteen Springsteen, Elton John’s, Bruce Springsteen’s Springsteen, Madonna’s, it’s, Beyoncé, Georg Solti, Quincy Jones, It's, Madonna didn’t, Judy Garland, Barbra Streisand, Sinatra, — Beyoncé, Sasha Fierce, Carter ’, Carter ”, Cowboy Carter, DRAKE, Kendrick Lamar, they’re, gunning, she’ll Organizations: Poets Department, MetLife, Beatles, “, Marvel, Billboard, TAYLOR SWIFT, U.S, Swift, MTV, Recording Industry Association of America, Department, Vogue, Veterans Touring, Drake, Beyoncé, Beyoncé’s Locations: New Jersey, U.S, Kobe, ”, “, pigtails, Amsterdam, Texas

☆ ValueAct reveals stake in Fanduel-parent Flutter Entertainment
▼ + stars: | 2024-05-16 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

ValueAct Capital on Wednesday unveiled a stake in Flutter Entertainment , the Dublin-based parent company of sports betting firm Fanduel. It is possible that ValueAct previously had some other exposure to Flutter. The hedge fund previously had a position in The Stars Group, which was acquired by Flutter in 2020. While the ValueAct stake in Flutter is small, Gordon Haskett analyst Don Bilson pointed out in a note to clients that UBS also reported a stake in the gaming company. UBS has previously worked with ValueAct to build stakes in individual stocks for the hedge fund, Bilson said.

Persons: Mason Morfit, ValueAct, Walt Disney, Gordon Haskett, Don Bilson, Bilson Organizations: Capital, Walt, Securities and Exchange Commission, Stars, UBS, New York Stock Exchange, NYSE, Seagate Technology Holdings, Paycom Locations: Dublin, ValueAct

☆ Goldman's picks from here as resilient consumer starts to show some cracks
▼ + stars: | 2024-05-13 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

While companies are painting a picture of a struggling consumer, Goldman Sachs has ideas for which names can still perform. That marks a turn from the story of the surprisingly resilient consumer that has shocked experts since the Federal Reserve began hiking interest rates. On the alcohol side, Herzog pointed to Constellation Brands as one that should not feel the consumer cracks. The average analyst surveyed by LSEG has a buy rating on the stock and foresees shares climbing another 15% over the next year. In addition to having a buy rating, the typical analyst surveyed by LSEG foresees the stock running up another 8.2%.

Persons: Goldman Sachs, Bonnie Herzog, Herzog, Clark, LSEG, Noel Wallace Organizations: Federal Reserve, Pepsi, Molson Coors, Monster Beverage, Colgate, Palmolive, Constellation Brands, Walmart, LSEG, Modelo, Pacifico, Analysts Locations: Kimberly

☆ Starbucks should take a page from McDonald's to get customers back in its stores
▼ + stars: | 2024-05-10 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Financials also did well, with Club stocks Morgan Stanley and Wells Fargo trading at new 52-week highs. Portfolio name Starbucks should take a page out of this book, lowering its price of coffee and food to attract more customers. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, they've, Lael Brainard, Financials, Morgan Stanley, Wells, McDonald's, Cramer, Jim Cramer's, Jim, Robert Gauthier Organizations: CNBC, University of Michigan Survey, National Economic Council, Club, Bloomberg, Starbucks, Disney, Comcast, Hulu, Jim Cramer's Charitable, McDonalds, Rte, Los Angeles Times, Getty Locations: Wells Fargo, United States, Azusa , CA

☆ Growth Stocks. Value Stocks. What Do Those Labels Mean?
▼ + stars: | 2024-05-10 | by ( Jeff Sommer | ) www.nytimes.com time to read: 1 min

Growth and value are basic categories in stock investing. They are so widely used that you might assume that they mean something specific. Growth stocks promise to deliver a lot of earnings in the future but often deliver less than other stocks right now. Value stocks are priced well below what their advocates consider to be their real worth. If you look under the hood, you will find that what’s called growth or value in leading stock indexes can be wildly different, and can change year by year.

Locations: East, Eastern Europe

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, Nvidia, Kroger, GM, Super Micro Computer, Rivian, Reddit & more
▼ + stars: | 2024-04-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

"We downgrade HON to Hold as we only see 10% upside to our new, lower $215 price target." Goldman Sachs initiates GE Vernova as buy Goldman said it's bullish on the company's electrification opportunity. " Goldman Sachs initiates DraftKings as buy Goldman said the sports betting company is a "revenue compounder." "We initiate coverage on Genius Sports Ltd. (GENI) with a Buy rating and a 12-month price target of $7.50 (40% upside)." Argus upgrades Goldman Sachs to buy from neutral Argus upgraded Goldman Sachs following its earnings report on Monday.

Persons: Evercore, Reddit, JPMorgan, Tesla, Goldman Sachs, Goldman, it's bullish, Wells, Needham, Morgan Stanley, it's, AUNA, William Blair, Cantor Fitzgerald, Klaviyo, Cantor, SYNNEX, Baird, Guggenheim Organizations: Evercore, Nvidia, UBS, Deutsche Bank downgrades Honeywell, Deutsche, Bank of America, of America, JPMorgan, Citi, Coty Citi, COTY, GE Vernova, Genius Sports Ltd, HSBC, Devices, AMD, KR, Apple, Barclays, Tyson, TSN, Emerging Athletic Brands, Crown Holdings, Argus, Goldman, Netflix, Guggenheim, NASDAQ, Deutsche Bank, General Motors, GM

Trian claims Disney's board has failed to generate sufficient returns in recent years as subscription streaming losses have mounted and traditional TV subscribers have declined. Early vote countBoth Disney and Trian received support from influential shareholders ahead of Wednesday's meeting. Roughly one-third of Disney's shareholders are retail shareholders, who historically vote in small numbers in annual meetings. The arrangement still raised questions about ValueAct's support for the company and whether Disney's board should have disclosed the prior relationship. WATCH: Disney board battle reaches final moments

Persons: Bob Iger, Mickey Mouse, Valerie Macon, Nelson Peltz, Jay Rasulo, They've, Maria Elena Lagomasino, Michael Froman, Peltz, Ike Perlmutter, Trian, Disney's, Iger, Bob Chapek, Patrick T, Adam Jeffery, Morgan Stanley, James Gorman, CNBC's, George Lucas, Laurene Powell Jobs, Lucas, Powell Jobs, Ken Squire, Rowe Price, Rowe, Mason Morfit's, ValueAct, Neuberger Berman, John Ferguson, Rasulo —, Glass Lewis, Iger's, Gorman, Jeremy Darroch, CNBC's Andrew Ross Sorkin, Heidi Gutman, Lagomasino, shouldn't, Blackwells, Rasulo, Jason Aintabi, John Foley, Jessica Schnell, Craig Hatkoff, Leah Solivan, ValueAct hasn't Organizations: AFP, Getty Images Disney, Voters, Trian Partners, Disney, PepsiCo, Marvel, SEC, Fallon, Bloomberg, Getty, CNBC Disney, CNBC, Star Wars, LucasArts, Pixar, BlackRock, Institutional, California Public Employees, Yacktman Asset Management, Saratoga Proxy, ISS, Sky, Trian Fund Management, NBCU, Bank, NBCUniversal, Green, Comcast Locations: Los Angeles, New York

☆ AI is power-intensive. Top Morgan Stanley portfolio manager says that's an opportunity for one stock
▼ + stars: | 2024-04-01 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

AI is very power-intensive — and its power needs are only set to rise in the coming years. Morgan Stanley Investment Management's Aaron Dunn says the "next big bottleneck" for the hyperscalers — which are doing a lot of the cloud computing for AI applications — is either power or fiber. And that's why Dunn is "pretty bullish" on utilities, naming one stock to play it: CMS Energy . "And so these utilities … have a very favorable opportunity to draw solid earnings growth and good returns for them," Dunn concluded. Their power consumption is set to grow at a compound annual growth rate of 11% through 2030, the bank said.

Persons: Morgan Stanley, Morgan Stanley Investment Management's Aaron Dunn, CNBC's, Dunn, Eaton Vance, BofA, — CNBC's Pia Singh Organizations: Morgan, Morgan Stanley Investment, Morgan Stanley U.S . Value, CMS Energy, CNBC, Emerson, Nvidia Locations: United States

☆ Why Goldman Sachs is helping its clients launch ETFs
▼ + stars: | 2024-04-01 | by ( Josephine Rozzelle | ) www.cnbc.com time to read: +3 min

Investor demand for exchange-traded funds is not slowing down, and firms without ETF offerings may risk losing business, according to one Goldman Sachs expert. "Any number of our clients would tell you, the opportunity cost of not [offering ETF products] is greater," he recently told CNBC's "ETF Edge." To help clients through the process of launching their own ETF products, Goldman Sachs created its ETF Accelerator, a digital platform that helps clients launch, list and manage their own ETF products. The idea was it made it easier to launch an ETF, but it didn't make it easy," Sachs said. It can still take years to build the expertise, headcount and risk management framework necessary to launch an ETF, said Sachs.

Persons: Goldman Sachs, Steve Sachs, Sachs, Brandes Organizations: Eagle, Equity, Quality, Brandes Investment Partners, Value, International, Eagle Capital

☆ 'Nearing exhaustion': Top strategists warn that weaker consumer spending could cause US stocks to run out of steam — but 22 investments can thrive during a market reversal
▼ + stars: | 2024-03-16 | by ( James Faris | ) www.businessinsider.com time to read: +10 min

Eight economists, investment chiefs, and strategists that Business Insider recently spoke to credited healthier-than-anticipated consumer balance sheets and spending for the continued expansion. "Either that, or they're going to be maxed out — they can't get any more money. They're not going to have any liquidity to be able to continue to do the things they're going to do." He's also sticking with defensive stocks as consumer spending softens, including those in the consumer staples sector like Clorox (CLX) and Procter & Gamble (PG). Real estate is a "hated asset class" that's negatively correlated with interest rates, Sekera said.

Persons: shouldn't, Kevin Gordon, Charles Schwab, they're, Sue Crotty, Ed Clissold, Ned Davis, Clark Bellin, Bellin, David Rosenberg, They're, Rob Swanke, Swanke, Preston Caldwell, Morningstar's, Dave Sekera, Sekera, Christopher Barto, Gordon, Clissold, He's, Morningstar's Sekera, Crotty, Segal Marco Advisors, She's, Barto, that's Organizations: Business, Consumers, Segal Marco, Ned, Ned Davis Research, Commonwealth Financial Network, Nasdaq, Morningstar, Fort Pitt Capital Group, Procter, Gamble, Federal Reserve, Exxon, APA Corp, Duke Energy, Segal, Energy, Healthcare Locations: Devon, Real, NiSource

☆ Analysts love these value stocks, giving 4 more than 30% upside
▼ + stars: | 2024-03-07 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Growth stocks have often been investor darlings — the S & P 500 is driven by stocks in sectors like tech. Value stocks are less popular. But many growth stocks are also becoming expensive, prompting some investors to turn to value stocks. Goldman Sachs also recently highlighted value stocks that stand out for their cheap valuations compared with earnings growth prospects. Those interested in value stocks can consider the following from CNBC Pro's screen of the Vanguard Value ETF.

Persons: darlings, Brian Szytel, Szytel, Goldman Sachs, Baker Hughes, Properties Organizations: Group, CNBC, Vanguard, AES Corporation, Halliburton Company, AES, Royalty Pharma

☆ China making 'concerted effort' to dominate critical US ports equipment, Biden official says
▼ + stars: | 2024-02-29 | by ( Lori Ann Larocco | ) www.cnbc.com time to read: +7 min

SUZHOU, CHINA - FEBRUARY 27: A gantry crane hoists vehicles for export at Taicang Port's International Container Terminal on February 27, 2024 in Suzhou, Jiangsu Province of China. Gene Seroka, executive director of the Port of Los Angeles, told CNBC that Biden's executive order is a wake-up call for the port and supply chain industry. "The bottom line is that today's high-tech cranes can collect data and that is why this executive order is so important," said Seroka. "It's no secret that China has both the capability and the intent to challenge the rules based trade system. The Biden administration has positioned the executive order as part of a "whole government approach" in securing the nation's ports.

Persons: Biden, Christa Brzozowski, ZPMC, Gene Seroka, Brzozowski, Carlos Gimenez, John Vann, Vann, Wayne R, Arguin Jr, Arguin Organizations: Taicang, Getty, Department of Homeland Security, Homeland Security, Coast Guard, Transportation, Maritime Security, Shanghai Zhenhua Heavy Industries Co, Capitol, CNBC, Cyber Security Operations Center, Guard, White, Resilience, of Commerce, Defense, Coast Guard Cyber Command, US Coast Guard, U.S Locations: SUZHOU, CHINA, Suzhou, Jiangsu Province, China, Capitol, United States, U.S, Republic of China, Shanghai, Beijing, Capitol Hill, of Los Angeles, Los Angeles

☆ Instead of chasing Nvidia, investor buys these misunderstood, cheap growth stocks for big returns
▼ + stars: | 2024-02-28 | by ( Pia Singh | ) www.cnbc.com time to read: +6 min

In a market bedazzled by flashy growth stocks, Torray Investment Partners instead runs a fund that's trying to redefine what value is. The Torray Fund , founded by the late Robert Torray in 1990, is ahead 7.4% so far this year, outpacing the 6.5% gain in the S & P 500. Apart from the Torray Fund, the firm manages four other concentrated portfolios that also hold between 20 and 30 companies. These portfolios are separately managed accounts of either concentrated large growth companies, small- and mid-capitalization growth names, large value companies and equity income. Compared to other large value funds, Torray is overweight in all three.

Persons: iShares Russell, Jeffrey Lent, Robert Torray, Berkshire Hathaway, Morningstar, Lent, Shawn Hendon, Eaton, McLennan, Hendon, Torray, it's Organizations: Torray Investment Partners, Value, Torray, Russell, Berkshire, American Express, Marsh, Financial, Morningstar, Applied Materials, Qualcomm, Nvidia Locations: Eaton, Berkshire

☆ As the Year of the Dragon begins, the pros name sectors — and stocks — to play the Chinese market
▼ + stars: | 2024-02-13 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +6 min

Chinese stocks had an eventful week last week — with the benchmark Shanghai Composite Index hitting a five-year low of about 2,650 points on Feb. 5, before edging up to end the week at 2,865.90. A slide in Hong Kong-listed Chinese shares on Feb. 9, however, proved that investors may still have lingering concerns on the prospects of Chinese stocks in the new year. As the festive season gets underway, Redmond Wong, market strategist at investment firm Saxo, sees several opportunities to play the market. Boom in green transformation Beyond the traditional sectors, Saxo's Wong is watching an up-and-coming area in China: energy security and a green transformation. Data from the International Energy Agency shows that the Asian giant's clean-energy sectors contributed 11.4 trillion Chinese yuan ($1.6 trillion) to the Chinese economy in 2023, up 30% year-on-year.

Persons: Redmond Wong, Saxo, I'm, Wong, Saxo's Wong, Morningstar, Zijin Organizations: CNBC Pro, Monetary Fund, Technology, Shenzhen, Baidu, Sands, Tsingtao, Morningstar, Tsingtao Brewery, International Energy Agency, Companies, Zijin Mining Locations: Shanghai, Hong Kong, China, Zhejiang, Sands China, Macao, Shandong

☆ The stock market debate is trapped in the '90s with both bulls and bears drawing comparisons
▼ + stars: | 2024-02-10 | by ( Michael Santoli | ) www.cnbc.com time to read: +10 min

Value-investing asset manager GMO last week published a study showing that the top ten S & P 500 stocks by size have handily beaten an equal-weighted pool of the other 490 for several years now. Neither is Microsoft, a useful indicator give that it was the largest stock by market cap both in December 1999 and today. Indeed, today the stock market has done well even as expectations for the speed and depth of rate cuts this year have diminished. (Industrials are leading, the equal-weight S & P is up 19% from October and there were 204 new 52-week highs on the NYSE Friday over 24 new lows.) The S & P 500 uptrend has for weeks targeted the 5050 area, as an immediate culmination point, and it's just about there.

Persons: Morgan, Marko Kolanovic, —, Janus, Stocks, it's, Alan Greenspan, Greenspan, Jerome Powell, Ned Davis, Ed Clissold, Jurrien, Goldman Sachs Organizations: Nvidia, Cisco, Nasdaq, Cisco Systems, Microsoft, Fed, Netscape, Boston, NYSE Locations: Russia, It's, Orange County, Calif

☆ Beyond the 'Magnificent 7': Morningstar's top strategist names other stocks to own
▼ + stars: | 2024-02-09 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

"The Magnificent Seven stocks generally are starting to run out of steam at this point because their valuations are getting pretty full at this point of time," Morningstar's Chief Markets Strategist David Sekera told CNBC Pro on Feb. 2. However, Sekera thinks things are looking up for small-caps and value stocks — the latter of which he says are trading at an 11% discount relative to Morningstar's fair value and look like a "good area for investors to overweight in U.S. stocks right now." Tech stocks The chief strategist remains bullish on tech, albeit outside of the Magnificent Seven, and named Cognizant Technology Solutions and Snowflake as picks to play the theme. Value in energy The energy sector — one of the laggards of the stock market last year — is also on Sekera's radar. Morningstar gives stocks a rating of between one and five stars, with a top rating indicating that the shares are undervalued.

Persons: David Sekera, Morningstar, Sekera, Russell, —, We're, doesn't, NiSource, Entergy Organizations: Big Tech, Apple, Meta, Microsoft, Nvidia, Tesla, CNBC Pro, Dow, Nasdaq, Tech, Technology Solutions, APA Corp, Morningstar, Exxon, APA, Entergy, WEC Energy Locations: Suriname, United States

☆ Economic reports have allowed the Fed to delay cuts, says Corient's Amy Kong
▼ + stars: | 2024-02-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEconomic reports have allowed the Fed to delay cuts, says Corient's Amy KongAmy Kong, Corient partner and wealth advisor, joins 'Closing Bell' to discuss the growth vs. value trade and her expectations for the Fed's next moves.

Persons: Amy Kong Amy Kong Organizations: Fed

☆ ‘Substantial upside’: Morgan Stanley portfolio manager loves this memory stock — and it's among analysts' top picks for 2024
▼ + stars: | 2024-01-31 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

One investor, however, has set his sights on another company offering a "value angle" on both semiconductors and artificial intelligence. Micron makes dynamic random access memory chips and NAND flash memory chips. DRAM, or dynamic random access memory, is a type of semiconductor memory needed for data processing. Micron is the third-largest player in the memory sector, coming after just South Korea's SK Hynix and Samsung , he added. Wolfe Research said Micron will likely benefit from a strong recovery in 2025 in both the DRAM and NAND space.

Persons: Aaron Dunn, CNBC's, Dunn, Morgan Stanley, you've, Goldman Sachs, Wolfe Organizations: Nvidia, Google, Micron Technology, Micron, Morgan, Value, South Korea's SK Hynix, Samsung, MU, UBS, Bank of America, Wolfe Research Locations: Morgan Stanley's

☆ Here's why a top VC says healthcare investors should make growth-stage bets right now — and where he's looking for those deals
▼ + stars: | 2024-01-18 | by ( Rebecca Torrence | ) www.businessinsider.com time to read: +5 min

As a multi-stage VC fund, Lightspeed has an advantage in its exposure to both early-stage and later-stage healthcare markets, Imanbayev said. And many later-stage healthcare startups still have plenty of room to grow, he said. The first one to three years are often slow-moving for a healthcare startup, too, as it works to get its first partnerships with payers or providers, he said. But they also tend to be less risky, since later-stage startups should have revenue streams or partnerships that demonstrate their value. Lightspeed led value-based care startup Aledade's $260 million Series F in June 2023, an unusually large deal as other investors cut much smaller checks.

Persons: —, Galym, Imanbayev, I'm, There's, Farzad Mostashari, Aledade Tom Sandner, VCs, Abridge, he's, Chris Severn Organizations: Business, Lightspeed Venture Partners, Lightspeed, CVS, Health, Turquoise Health, Pharma, FDA, pharma

☆ Morgan Stanley fund manager names 4 top stocks to buy 'on the cheap’
▼ + stars: | 2023-12-04 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +4 min

That was exacerbated as interest rates went up," Aaron Dunn, portfolio manager at Morgan Stanley's U.S. Value Fund, told CNBC's "Street Signs Asia" on Friday. When pressed on what stocks make good plays, Dunn responded with four names, adding: "There's a lot of opportunities out there to pick up really good companies on the cheap." It made up 2.4% of his U.S. Value Fund as of Oct. 31. Dollar Tree Elsewhere, the value investor is bullish on value store, Dollar Tree , which made up almost 3% of the U.S. Value Fund holdings, as of Oct. 31. Year-to-date shares are now up nearly 1% but this is " well under its intrinsic value," Dunn said.

Persons: —, Aaron Dunn, CNBC's, Dunn, Morgan Stanley, – they've, Clorox Organizations: Morgan, Value, Agricultural, FMC Corporation, . Value, FMC, Alcoa Corp Aluminum, Alcoa, . Value Fund Locations: Morgan Stanley's, Alcoa, China

☆ I lost 100 pounds in a year by making 3 simple changes. Now I'm the active single dad I've always wanted to be.
▼ + stars: | 2023-12-04 | by ( Jane Ridley | ) www.businessinsider.com time to read: +5 min

He made a New Year's resolution to lose weight so that he could become a more active dad. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . I'm a tall person, at 6-foot-4, but it wasn't enough of an excuse to weigh between 330 and 340 pounds. In common with a lot of people, my New Year's resolution was to lose weight and get in shape.

Persons: Todd Baker, —, Noah, Macy, I'm, I'd, Baker, he's, I've, it's Organizations: Service, Business Locations: Denver, Bahamas, Arapahoe

☆ The investing world reacts to death of Berkshire legend Charlie Munger
▼ + stars: | 2023-11-28 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Several investors mourned the passing of famed investor Charlie Munger, vice chairman of Warren Buffett's Berkshire Hathaway , on Tuesday. "So sad to hear the news of the passing of Charlie Munger," El-Erian wrote. Mario Gabelli, chairman and CEO of Connecticut-based GAMCO Investors, wrote on Twitter: "Charlie Munger ….a titan has passed …all will miss Charlie." "Charlie Munger helped build an American institution, and through his wisdom and insights, inspired a generation of leaders. "Charlie Munger was a brilliant attorney," Annandale Capital chairman George Seay said Tuesday evening on Yahoo Finance.

Persons: Charlie Munger, Warren Buffett's Berkshire Hathaway, Berkshire Hathaway, Buffett, Munger, Ariel Investments, Charles Bobrinskoy, Mohamed El, PIMCO, Erian, Mario Gabelli, Charlie Munger …, Charlie, Tim Cook, Cook, Stephanie Link, Hightower, Whitney Tilson, Tilson, George Seay, Wesley Chan, Chan, —, Christina Cheddar Berk, Brian Evans, Alex Harring Organizations: Warren, Allianz, Twitter, Apple, Berkshire, Hightower Advisors, Berkshire Hathaway, CNBC, Yahoo Finance, Daily, Costco Locations: Munger, Connecticut, Berkshire, American, California, Annandale, FPV

☆ Activist investor ValueAct has been building a stake in Disney
▼ + stars: | 2023-11-15 | by ( Kenneth Squire | ) www.cnbc.com time to read: +7 min

ValueAct Capital has taken a significant stake in Disney (DIS) and has been in dialogue with Disney's management, the Activist Spotlight has learned. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. Activist Commentary: ValueAct has been a premier corporate governance investor for over 20 years. ValueAct began buying Disney this summer during the WGA and SAG strikes and it is one of the firm's largest positions. This certainly gives the Disney board an alternative they were not expecting.

Persons: ValueAct, Warner, Mason Morfit, Wordle, Bob Iger, Iger, Satya Nadella, Steve Ballmer, Nelson Peltz, Ken Squire Organizations: ValueAct, Disney, Business, Disney Media, Entertainment, Disney Parks, Warner Bros, Paramount, Netflix, WGA, SAG, Microsoft, Adobe, New York Times, Spotify, Century Fox, ESPN, Hulu, Athletic, Trian Partners, 13D Locations: Salesforce

☆ ‘Unusual environment’: ETF experts see rare circumstance for growth vs. value trade
▼ + stars: | 2023-11-15 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

Value exchange-traded funds have lagged growth in 2023 due to an unusual circumstance unfolding in the market, according to two experts. As of Tuesday's close, the iShares S&P 500 Growth ETF (IVW) has gained 22.84% this year. The iShares S&P 500 Value ETF (IVE) is up 11.27% in the same period. The IVE value ETF fell 7.38% last year, while the IVW growth ETF dropped 30.08%. "If you think about this, that's a really tough pill to swallow for value investors after it appeared value was turning the corner in 2022 following years of underperformance," he added.

Persons: Tom Hancock, Bob Pisani, Nathan Geraci, Geraci, Hancock Organizations: Quality, Big Locations: CNBC's

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