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☆ Morgan Stanley's stock playbook for this slowing, 'late-cycle' economy
  + stars: | 2023-10-25 | by ( Pia Singh | ) www.cnbc.com   time to read: +6 min
To play this market, the firm recommended a "barbell" of traditional defensive stocks, some select growth opportunities and late-cycle cyclical names. Take a look below for some of Morgan Stanley's favorite stocks in this slow-growth environment. 1) Traditional Defensives Despite its year-to-date underperformance against the broader market, health care remains Morgan Stanley's preferred defensive sector. Still, popular consumer food companies Yum Brands and McDonald's are considered growth stocks based on their market cap and volatility. 3) Late-Cycle Cyclicals Several energy companies — including Marathon Oil , Valero Energy and ConocoPhillips — can shine in a late-cycle market environment, according to Morgan Stanley.
Persons: Morgan Stanley, Andrew Pauker, Pauker, Morgan Stanley's, Fisher, Dr Pepper, Eli Lilly, Devin McDermott, Ravi Shanker Organizations: Walmart, Fisher, " Beverage, CenterPoint Energy, Costco, Colgate, Palmolive, Yum Brands, UnitedHealth, Marathon Oil, Valero Energy, ConocoPhillips, Swift Transportation, Defense, Northrop Grumman, Howmet Aerospace, Delta Airlines
☆ Morgan Stanley: Buy these 19 stocks to profit from an investing strategy that produces positive returns 100% of the time
  + stars: | 2023-03-10 | by ( James Faris | ) www.businessinsider.com   time to read: +3 min
Morgan Stanley sees downside for stocks and weakness for the economy on the horizon. Morgan StanleyOther economic indicators, including the Conference Board's Leading Economic Indicator, are historically weak, according to Morgan Stanley, suggesting that a recession could be coming. Morgan Stanley zeroed in on tech stocks because they've historically underperformed before the broader market bottoms but tend to significantly outperform afterward. Below are 19 tech stocks that Morgan Stanley expects to perform well after the market bottoms. These names are separate from its list of tech stocks to buy during market weakness.
☆ Morgan Stanley's guide for tech investors playing the end of this bear market — and the start of the next bull
  + stars: | 2023-03-07 | by ( Sarah Min | ) www.cnbc.com   time to read: +3 min
Tech (and media and telecom) investors should start preparing their buy lists now ahead of a bear market low, Morgan Stanley said. Given this, the strategist offered an investment guide for the period before, during and after the stock market trough. Netflix was among the names Morgan Stanley recommended for the period prior to the market bottom. Meanwhile, after the bear market low, Morgan Stanley said cyclicals, lower quality and value names have the most "impressive outperformance." Meanwhile, for investors trading through the trough and into the bull market, names such as Salesforce and Microsoft are buying opportunities, Morgan Stanley said.
☆ Morgan Stanley: Buy these 16 tech stocks to protect your portfolio from disappointing earnings and a coming market downturn
  + stars: | 2023-03-07 | by ( James Faris | ) www.businessinsider.com   time to read: +4 min
US stocks have shown strength recently but haven't hit their lows yet, according to Morgan Stanley. That's the latest message from top investing minds at Morgan Stanley, including chief US equity strategist Mike Wilson and strategist Andrew Pauker. In fact, margin expectations — as illustrated via net margin revisions — have retreated at the highest rate since the financial crisis, Morgan Stanley researchers found. 16 tech stocks that will outperform in weaknessIn the note, Morgan Stanley's strategists highlighted an unconventional investing strategy for the coming earnings weakness: buying technology stocks. Below are 16 stocks that have the strongest risk-reward prospects within the technology sector for the next 12 months, according to Morgan Stanley.
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