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☆ 12 portfolio companies report earnings in the week ahead. What we want to hear from each
▼ + stars: | 2024-04-27 | by ( Zev Fima | ) www.cnbc.com time to read: +15 min

The action quickly and sharply reversed back to the upside Friday after blowout earnings reports from Alphabet and Microsoft . In the week ahead, earnings are likely to drive the action again, though we'll get a few important macroeconomic reports. Earnings: We've got the biggest week of the earnings season ahead of us, with 12 Club holdings set to report. Eli Lilly 's report Tuesday morning continues to be all about sales of type-2 diabetes treatment Mounjaro and weight-loss drug Zepbound. In DuPont 's report Wednesday morning, we're looking for a continued rebound in its semiconductor business following a sequential increase last quarter.

Persons: Ford, we'll, Dow Jones, We've, Buckle, Eaton, Eli Lilly, Lilly, We're, Estee Lauder, Fabrizio Freda, we've, Linde, Bausch, Royal Philips, Woodward, SIRI, Archer, Johnson, Stanley Black, Decker, BAX, Cardinal Health, Parker, Belden, Jim Cramer's, Jim Cramer, Jim Organizations: Nasdaq, Microsoft, Meta, Google Search, Big Tech, Nvidia, Broadcom, Ford Motor, Honeywell, Danaher, Labor Department, Labor, PMI, Services PMI, GE Healthcare, Amazon Web Services, Starbucks, Deutsche Bank, DuPont, Bausch Health, U.S ., Appeals, Apple, iPhones, Vision, ON Semiconductor, Resource Partners, Franklin Resources, Paramount, Transocean Ltd, Semiconductors, Arch Capital, Logitech International, Lattice Semiconductor, F5 Networks, Sanmina Corporation, GE HealthCare, PayPal, 3M Company, McDonalds, Enterprise Products Partners, Cola Company, Melco Resorts, Entertainment, SiriusXM Holdings, Oatly, American Electric Power Company, Leidos Holdings, Marathon Petroleum, Daniels, Midland Co, Equitrans Midstream Corporation, HSBC Holdings, HSBC, Devices, Caesars Entertainment, Lumen Technologies, Mondelez, Pfizer, CVS Health, Barrick, Mastercard Inc, Cruise Line Holdings Ltd, Kraft Heinz Company, Marriott International, Ares, Generac Holdings, Johnson Controls, Cenovus Energy Inc, Qualcomm, Devon Energy, Paycom, Axcelis Technologies, Coeur D'Alene Mines, Sunnova Energy International, MGM Resorts International, MGM, Solar Inc, Oil, Allstate, Co, Tenable Holdings, Enovix Corporation, Gladstone Capital, Avis Budget Group, eBay, EBAY, LIN, Novo Nordisk, Natural Resources, PENN Entertainment, Apache, ConocoPhillips, InMode Ltd, Baxter International, Cardinal, Regeneron Pharmaceuticals, Apollo Global Management, LLC, Cinemark Inc, Dominion Energy, Coterra Energy, Coinbase, Bill.com Holdings, Booking Holdings, United States Steel, AXT Inc, Materials, Energy, Hershey Company, XPO Logistics, Cboe, American Pipeline, Amneal Pharmaceuticals, Brookfield Business Partners, Brookfield Renewable Corporation, Magna International, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, Bloomberg, Getty Locations: U.S, megaprojects, China, Eaton, Corning, Coeur D'Alene, Albemarle, ALB, Novo, New York

☆ Final Trades: Verizon, Abbvie, Gilead Sciences and Arch Capital Group
▼ + stars: | 2024-01-17 | 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 EmailFinal Trades: Verizon, Abbvie, Gilead Sciences and Arch Capital GroupJenny Harrington, Gilman Hill Asset Management CEO, Jim Lebenthal, chief equity strategist at Cerity Partners, Joe Terranova, senior managing director at Virtus Investment Partners, and Rob Sechan, managing partner at NewEdge Wealth, join CNBC's Halftime Report' to give their top picks to watch for the second half.

Persons: Jenny Harrington, Jim Lebenthal, Joe Terranova, Rob Sechan Organizations: Verizon, Arch Capital, Management, Cerity Partners, Virtus Investment Partners, NewEdge Wealth Locations: Abbvie, Gilead

☆ These 9 stocks are cheaper than the S&P 500 — and look set for big earnings growth in 2024
▼ + stars: | 2024-01-04 | by ( Weizhen Tan | ) www.cnbc.com time to read: +1 min

The S & P 500 rallied 24%, while the tech-heavy Nasdaq Composite ended 2023 up 43.4% in its best year since 2020. Still, there are some stocks trading at cheaper valuations than the broader S & P 500, and which analysts expect will have strong earnings growth in 2024. Delta also had among the highest expected earnings growth at over 90%, and a high buy rating of 82%. One communication services stock showed up — Match Group , with a forward P/E ratio of 18.9 and expected earnings growth of 55.6%. Targa Resources tied with Delta for having the highest buy rating on the list (about 82%).

Persons: Stocks, Delta Organizations: Tech, Nasdaq, CNBC Pro, . Delta Airlines, Arch Capital Group, Match, Targa Resources, Delta

☆ These are the most oversold stocks during a harsh September for the market
▼ + stars: | 2023-09-29 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Conversely, a reading lower than 30 typically means a stock is oversold and could be a signal of a possible buying opportunity. MGM YTD mountain MGM in 2023 Realty Income is the most oversold company in the S & P 500, scoring the lowest RSI of the lot at 5.19. Other oversold stocks include Boeing , discount retailer Dollar General and cloud software company Salesforce . Travelers Companies is the most overbought stock in the broad-based index with an RSI of 79.89. Big-name health-care and insurance company UnitedHealth Group , with a market cap of $469.26 billion, has a 14-day RSI of 75.54.

Persons: Wells Fargo, Chubb Organizations: Nasdaq, Dow Jones, CNBC Pro, MGM Resorts, MGM, Culinary Workers Union, Wynn Resorts, Wall Street, Netflix, Hollywood, Boeing, Dollar, Travelers Companies, . Insurance, UnitedHealth, Pharmaceutical, Humana, Arch Capital Group Locations: Vegas

☆ These stocks could break out to new highs if the Fed is viewed as market-friendly
▼ + stars: | 2023-09-20 | by ( Brian Evans | ) www.cnbc.com time to read: +5 min

Some stocks that were trading near 52-week highs before the Fed decision could now ride the coattails of the latest interest rate decision and move higher. Boston Scientific's previous 52-week high stood at $54.99 . Meanwhile, credit card giant Mastercard is well within striking range of a new 52-week high, with shares only 1.21% away from the benchmark. Some stocks that were trading near 52-week highs before the Fed decision could now ride the coattails of the latest interest rate decision and move higher. Consensus analyst estimates forecast a 10.4% rally to Arch Capital stock.

Persons: yearend, Jerome Powell, Drew Angerer, Baker Hughes Organizations: Fed, Federal, CNBC, CNBC Pro Stock, Boston Scientific, Boston Scientific's, Boston, Mastercard, Arch Capital, Arch Capital Group, . Federal, Federal Reserve, Washington , D.C, Getty, Capital Group, AIG American International Group, Amphenol, Bunge, Boston Scientific Corp, Design Systems, Everest Group, Emerson Electric Co, HAL Halliburton, ICE, Exchange, Jacobs Solutions, Mckesson, E Corp, Services, Constellation Brands, Targa Resources Corp, Visa Locations: Washington ,

☆ Ron Baron has a rare long-term record of beating the market. Here's how he did it
▼ + stars: | 2023-07-26 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Billionaire investor Ron Baron is one rare active manager that has been outperforming the market since the 1980s, thanks to his eye for long-term growth. The 80-year-old investor founded Baron Capital in 1982, and 16 of his 19 mutual funds representing 98.8% of the firm's asset under management have beaten their benchmark since their inception dates. Similarly, Baron Capital considers stocks as representing part ownership of publicly traded businesses. The Baron Capital chairman and CEO has been known as a longtime bull in Tesla , a stock with a 46% weighting in the Partners fund. Baron Capital managed about $40 billion at the end of 2022.

Persons: Ron Baron, Morningstar, Baron, Warren Buffett's, Tesla, Charles Schwab Organizations: Baron Capital, Baron Partners Fund, Partners, SpaceX, Iridium Communications, Arch Capital Group, FactSet Research, Hyatt Hotels Locations: Tesla

☆ A lead portfolio manager at a $205 billion asset manager explains why there's no recession ahead for the US economy — and shares 8 mid-sized stocks set to beat the market going forward
▼ + stars: | 2023-07-07 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +5 min

Diane Jaffee — lead portfolio manager at TCW, which manages $205 billion in assets — sits solidly in this latter camp. "Historically, mid-caps and small-caps outperform large caps over time, but you have to go back to a 20 year time horizon before that's true," Jaffee explained. 8 mid-cap stocks set to outperformWithin her mid-cap fund, some of Jaffee's financials holdings include insurance broker Arch Capital Group (ACGL) and private equity firm Apollo Global Management (APO). "It has a great management team that comes from JPMorgan, and they're an economic focus for Puerto Rico," Jaffee explained. Within consumer discretionary stocks, Jaffee also noted homebuilder Toll Brothers (TOL) as another top holding.

Persons: Diane Jaffee, Jaffee, Morgan Stanley, Seth Carpenter, Carpenter, that's, We've, They've, homebuilder, she's, LEN Organizations: Wall, Federal Reserve, —, Arch Capital, Apollo Global Management, Banco Popular, JPMorgan, Puerto, Darden, Medicaid outlays Locations: TCW, financials, Puerto Rican, Puerto Rico, Olive

☆ Third quarter is a key time for extreme weather events. Here's what to expect for exposed stocks
▼ + stars: | 2023-07-04 | by ( Alex Harring | ) www.cnbc.com time to read: +7 min

The third quarter is a key time for extreme weather events. An El Niño weather pattern is widely expected for 2023. "Following three years of La Niña, climate scientists expect 2023 to have El Niño conditions with near-100% certainty given current signals," Karp said in a note to clients last month. Insurers are also among the stocks to typically move in relation to extreme weather events. This year should be a fairly typical one for hurricanes, as El Niño is typically linked to a less severe season.

Persons: Nature, —, Sophie Karp, La, Karp, El, bode, Morgan Stanley, Andrei Stadnik, Stadnik, Matthew Carletti doesn't, hasn't, Jefferies, Yaron Kinar, Brown, Arthur J, Gallagher, Aon, Niño, Generac, Aaron Jagdfeld, Bob Huang, bullish, — CNBC's Michael Bloom Organizations: National Oceanic, Atmospheric Administration, Energy, DTE Energy, WEC Energy, CNBC Pro's, WEC, Xcel Energy, Portland General Electric, Edison International, CenterPoint, Southern Company, Duke Energy, Nextera Energy, El, Insurance Australia Group, Suncorp, Arch Capital, Everest Re, Bloomberg, Arch Locations: El, Canada, U.S, Gulf, Pacific Northwest, California, Michigan, Avista, Portland, American, Mexico, CenterPoint Energy, Bermuda, Texas

☆ After the S&P's Wednesday jump, Jim Cramer dissects 10 stocks that performed well when the index bottomed out last year
▼ + stars: | 2023-06-07 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

After Wednesday saw the S&P 500 suddenly jump, CNBC's Jim Cramer looked back at 10 stocks that performed well even when the index bottomed out last October. "I think today's advance from the abyss last year all the way to near 4,300 is actually a very important landmark that you and I must explore," Cramer said. "We need to know which stocks can make us the most money when we get a true trend-line inflection." Cramer laid out 10 stocks that did well during that down period for the S&P 500. He pointed to insurance company Arch Capital Group , Facebook parent Meta , casino chains Wynn Resorts and Las Vegas Sands , credit-score platform Fair Isaac , homebuilder PulteGroupe , solar-panel manufacturer First Solar , Netflix , software giant Nvidia and cruise-line giant Royal Caribbean .

Persons: CNBC's Jim Cramer, Cramer, we've, Isaac, homebuilder Organizations: Arch Capital, Facebook, Wynn Resorts, Vegas Sands, Netflix, Nvidia, Royal Locations: Vegas, Royal Caribbean

☆ Crypto insurer Evertas authorized to offer largest single crypto insurance policy
▼ + stars: | 2023-06-02 | by ( Gertrude Chavez-Dreyfuss | ) www.reuters.com time to read: +3 min

"This is the single largest policy that can be approved from one insurance company," Evertas chief executive officer J. Gdanski told Reuters. The $420 million coverage applies to crime-related policies involving the theft of private keys - or codes used to authorize transactions or prove ownership - held by a custodian. The previous single policy limit for Evertas was $5 million. Being a coverholder gave Evertas the authority to write crypto insurance on behalf of Arch, one of Lloyd's syndicate members, part of a group of insurance entities that band together to provide coverage for large risks. The London insurer has also authorized Evertas to provide insurance on crypto mining hardware of up to $200 million, also the largest single policy coverage, Gdanski said.

Persons: Evertas, J, Gdanski, Gertrude Chavez, Dreyfuss, Alden Bentley, Mark Potter Organizations: YORK, Insurance, Reuters, Evertas, Arch Capital, TRM Labs, Thomson Locations: London, Gdanski

As another earnings season picks up, Bank of America says investors may find upside opportunities in certain underowned stocks that could beat expectations. The SPDR S & P Regional Banking ETF has tumbled 27.1% so far this year. Medical device maker Resmed also made the list, with a z-score of 0.8 and relative weight value of 0.1. The stock's relative weight in fund holdings versus the broad market index is 0.1. The Bermuda-based insurance group's relative weight in active fund holdings, versus the S & P 500, is 0.6.

☆ Bank of America's top 2023 picks include an under-the-radar tech stock
▼ + stars: | 2023-01-04 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Investors looking for somewhere to park their money in the new year may want to consider these top stock picks, according to Bank of America. The bank outlined 11 of its favorite names for 2023 in a note to clients Wednesday. Some names, however, may be better positioned to ride out the volatility, according to the Wall Street firm. As uncertainty lingers, here are some of the names Bank of America recommends: One under-the-radar pick is Analog Devices , a semiconductor stock that sold off about 7% in 2022. Another 2023 name to buy is health-care stock Humana , which outperformed in 2022 as investors flocked toward safe-haven sectors.

☆ There could be a new market low in 2023. Investors can hide in these 5 stocks, MKM Partners says
▼ + stars: | 2022-12-17 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +4 min

The stock market could reach new lows in the new year, but there are some stocks where investors can weather market volatility, according to MKM Partners. That doesn't bode well for stocks and means there's a high risk that the equity market will see a new low next year, he said. In that market environment, MKM recommends focusing on stocks that are defensive and avoiding sectors trading at high-cyclical adjusted valuations. MKM sees investors overlooking the amount of leverage that Arch has as a positive going into the current cycle. The pick with the largest potential upside is Talos Energy , which MKM sees surging 47% to its target price.

☆ Ron Baron runs the best mutual fund of the last five years — Here are his top picks
▼ + stars: | 2022-11-18 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Longtime investor Ron Baron's mutual fund has been the the biggest winner over the last five years as his top growth picks reaped outsized returns. The fund is focused on U.S. companies of any size with significant growth potential. The top holding of the fund by far is Elon Musk 's Tesla, with a 52% portfolio weighting at the end of the third quarter. Baron has been a longtime bull in Tesla . A relatively new holding Baron bought in 2019 is Iridium Communications , a long-time provider of satellite communications to specialized phones.

☆ Futures sink as grim forecasts from Amazon, Apple fan recession fears
▼ + stars: | 2022-10-28 | by ( ) www.reuters.com time to read: +2 min

[1/2] Amazon logo is seen in front of a decreasing stock graph in this illustration taken April 29, 2022. Apple Inc (AAPL.O) cautioned revenue growth could see some pressure in the December quarter but shares edged 0.6% higher as the iPhone maker's fourth-quarter results showed some resilience. ET, Dow e-minis were down 97 points, or 0.3%, S&P 500 e-minis were down 30 points, or 0.79%, and Nasdaq 100 e-minis were down 130.75 points, or 1.16%. A report on Thursday showing a rebound in U.S. economic growth in the third quarter had helped ease slowdown fears. Shares of Tesla were down 1.1% premarket.

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