DIRS.INFO The most relevant business & tech news

☆ BMO is buying the real estate dip. These dividend-yielding stocks on are its buy list
▼ + stars: | 2024-05-10 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Real estate stocks have become oversold and that's presented an opportunity for investors, according to BMO. Real estate is the only S & P 500 sector that's in the red this year, off 6%. .SPLRCR YTD mountain S & P 500 Real Estate Sector year to date BMO identified four other periods of this abnormal underperformance. In the year following such troughs, real estate investment trusts outperformed the S & P 500 by about 17%, on average. "The death of commercial real estate is way, way precluded.

Persons: that's, Brian Belski, Belski, REITs, Charles Meyers Organizations: BMO, Real, Boston Properties, CNBC, Boomers, . Census, Hotels, Resorts Locations: New York, San Francisco

☆ Want to invest in real estate without dealing with tenants or leaky roofs? Buy these 13 stocks with major rebound potential instead, a strategy chief says.
▼ + stars: | 2024-05-10 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

However, there's an easy way to invest in real estate without breaking the bank or even leaving the couch: buying real-estate stocks, which BMO Capital Markets finds increasingly attractive. But, contrary to what many investors believe, higher rates don't always hurt real-estate stocks, Belski wrote. AdvertisementThe market's misleading narrative about real-estate stocks has made the group remarkably cheap relative to its solid fundamentals, in Belski's view. "The severity of underperformance appears mismatched with the fundamental underpinnings of the group," Belski wrote. 13 real-estate stocks set to outperformInvestors looking to diversify their portfolios should consider 13 stocks in the real-estate sector with outperform ratings from BMO Capital Markets.

Persons: —, Brian Belski, Belski, it's Organizations: Service, Business, BMO Capital Markets, BMO, doesn't Locations: Montreal

☆ REITs outperform in a higher interest rate environment, says BMO Capital's Brian Belski
▼ + stars: | 2024-05-09 | 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 EmailREITs outperform in a higher interest rate environment, says BMO Capital's Brian BelskiBrian Belski, BMO Capital chief investment strategist, joins CNBC's 'Squawk on the Street' to discuss markets, real estate, and more.

Persons: Brian Belski Brian Belski Organizations: BMO, BMO Capital

☆ History says this market downturn is just getting started. A veteran strategy chief shares 18 stocks to buy to hedge against risk and gain upside during the recovery.
▼ + stars: | 2024-04-28 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

There have been 13 other market selloffs during the second year of a bull market since 1946, Belski noted. AdvertisementFollowing its 2021 pullback, the S&P 500 finished the second year of its bull market up 22.6% and 11.5% higher than its nadir. Valuations are still historically high, and mega-cap growth companies continue to make up a disproportionately large share of the S&P 500. Since Belski thinks this bull market has legs, he doesn't want to forgo future upside. These firms have higher earnings growth than the median S&P 500 name and also have lower price-to-earnings (P/E) and P/E-to-growth (PEG) ratios — a recipe for success.

Persons: —, pales, Keith Lerner, Truist, Lerner, who've, Brian Belski, he's, Belski, selloffs Organizations: Service, Business, BMO Capital Markets, selloffs

☆ S&P 500 should end 2024 at current levels around our price target of 5,100, says BMO's Brian Belski
▼ + stars: | 2024-04-26 | 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 EmailS&P 500 should end 2024 at current levels around our price target of 5,100, says BMO's Brian BelskiBrian Belski, BMO Capital Markets chief market strategist, joins 'Squawk on the Street' to discuss what Belski expects from equity performance, if bond yields change Belski's long-term market thesis, and more.

Persons: Brian Belski Brian Belski Organizations: BMO Capital Markets

☆ Buy these 23 stocks set to be long-term leaders while earnings crush estimates this year, according to strategists who've crafted a market-beating portfolio
▼ + stars: | 2024-04-10 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

US stocks could be stuck in quicksand for the rest of 2024 despite robust earnings growth, but investors shouldn't panic. Wall Street expects double-digit earnings growth in 2024. The consensus estimate for S&P 500 profits is about $244, which would be up from $220 in 2023. The so-called SMID-cap cohort lagged its larger peers again in the first quarter, posting a solid 7.6% total return, while the S&P 500 surged 10.6%, including dividends. Six sell-side research analysts cover the typical stock in the SMID-cap S&P 1000 index compared to 17 analysts for the average S&P 500 member, Belski wrote.

Persons: Brian Belski, Belski, Evercore ISI's Julian Emanuel Organizations: Business, BMO Capital Markets, BMO

☆ BMO says there's a buying opportunity in small caps, gives a list of the best ones to buy
▼ + stars: | 2024-03-27 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

Since the start of the year, the S & P MidCap 400 index and S & P SmallCap 600 index have added 8.2% and 0.2%, respectively. The large-cap S & P 500, meanwhile, has gained roughly 9.5%. March has proved to be a better month for so-called SMID-cap stocks, however, with the S & P MidCap 400 gaining about 4%, while its large-cap counterpart has added 2.4%. To play this trend, he listed several stocks in BMO's SMID-cap universe that the firm rates as outperform. Other top stocks included in BMO's SMID-cap coverage include social media company Snap , discount retailer Ross Stores and electric power and natural gas supplier Constellation Energy .

Persons: Brian Belski, Belski, Piper Sandler, Thomas Champion, Morgan Stanley, Keith Bachman Organizations: BMO Capital Markets, BMO, BMO's, Software, BMO Capital, Ross Stores, Constellation Energy Locations: Tuesday's, Real

☆ A long-time bull who predicted this market rally warns that gains are unsustainable — but these 20 stocks can outperform anyway
▼ + stars: | 2024-03-17 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Brian Belski of BMO Capital Markets was one of the market's most bullish strategists heading into 2024. Market breadth is markedly better in the last few months, according to BMO Capital Markets. For most of 2023, US stocks were disproportionately driven by growth stocks, specifically a handful of top performers. BMO Capital MarketsBelow are 20 stocks with an outperform rating from BMO Capital Markets that look attractive due to their GARP, quality, or value attributes. Along with each name is its ticker, market capitalization, sector, and group or groups that it fits into, according to BMO Capital Markets.

Persons: Brian Belski, It's, Belski, Sharpe Organizations: Business, BMO Capital Markets, Bank, BMO Capital, BMO

☆ We're excessively worried about markets from a sentiment perspective, says BMO's Brian Belski
▼ + stars: | 2024-03-14 | 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 EmailWe're excessively worried about markets from a sentiment perspective, says BMO's Brian BelskiBrian Belski, BMO Capital Markets chief investment strategist, joins 'Squawk on the Street' to discuss Belski's overall attitude towards equity markets, if the market's placing too much priority on Federal reserve rate cuts, and more.

Persons: Brian Belski Brian Belski Organizations: BMO Capital Markets

☆ These dividend stocks are poised for a rebound, according to BMO
▼ + stars: | 2024-02-21 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Dividend stocks have come under pressure in today's higher interest rate environment as investors have turned to bonds with juicy yields. They all have a next-twelve-months price-to-earnings ratio lower than the index and a dividend yield higher than the index. It has a 4.3% dividend yield and has gained about 1% year to date. Another utility play, Exelon , has a 4% dividend yield and is also up less than 1% so far this year. Lastly, investment banking giant Morgan Stanley has slipped nearly 9% so far this year and has a 4% dividend yield.

Persons: Brian Belski, Belski, Hunter C, Gary, Exelon, Gilead, Morgan Stanley, Ted Pick, — CNBC's Michael Bloom Organizations: BMO Capital Markets, American Electric, American Electric Power, Icahn Capital, Gilead Sciences, Therapeutics Locations: U.S

☆ Buy these 17 cheap, high-yielding stocks that are poised for a rebound, according to BMO Capital Markets
▼ + stars: | 2024-02-19 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Read previewInvestors can now get paid to buy and hold cheap stocks that are ready for a revival anyway. However, the group has disproportionately suffered under the weight of higher interest rates. He added: "We believe it could be an opportune time for investors to consider adding exposure to YARP stocks within portfolios." BMO Capital Markets"These trends provide another layer of support for YARP stocks to outperform in the coming months," Belski wrote. BMO Capital Markets17 reasonably priced stocks with strong yieldsBelow are 17 outperform-rated stocks that have a cheaper forward earnings multiple, as well as a higher dividend yield and higher growth rates than their index, according to BMO Capital Markets.

Persons: —, Brian Belski, Belski Organizations: Service, Companies, BMO Capital Markets, Business, BMO, Markets Locations: Montreal

☆ The market is still trying to figure out what normal looks like, says BMO Capital’s Brian Belski
▼ + stars: | 2024-02-16 | 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 EmailThe market is still trying to figure out what normal looks like, says BMO Capital’s Brian BelskiBrian Belski, chief investment strategist at BMO Capital Markets, joins ‘Squawk on the Street’ to discuss his 2024 price target of 5,100 for the S&P 500 and more.

Persons: Brian Belski Brian Belski, Squawk Organizations: BMO, BMO Capital Markets

☆ These are the 25 cheapest stocks in a top-heavy market with limited upside and a historically strong chance of suffering from a correction: BMO
▼ + stars: | 2024-02-08 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

The same is true for the argument that the S&P 500 is already on the doorstep of even the most ambitious year-end price targets. BMO Capital Markets"The S&P 500 almost always experiences a technical correction at some point during the second year of bull markets historically," Belski wrote. Even if there's a typical 10% correction exacerbated by weakness in mega caps, Belski wrote that stocks can remain resilient. "Underlying leadership patterns are likely to be very different this year, with significantly more participation coming from non-mega-cap stocks," Belski wrote. BMO Capital MarketsBelow are the 25 cheapest stocks in the S&P 500, according to BMO Capital Markets, sorted by the lowest forward price-to-earnings (P/E) ratio.

Persons: Brian Belski, Belski, he's, they'll Organizations: Business, BMO Capital Markets, BMO Capital Markets BMO, BMO, BMO Capital Locations: Montreal

☆ Final Trades: West Pharma, Sonos, Thermo Fisher and TransDigm
▼ + stars: | 2024-02-07 | 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: West Pharma, Sonos, Thermo Fisher and TransDigmToday’s “Halftime Report” Investment Committee, Steve Weiss, Joe Terranova, Brian Belski and Karen Firestone give their top picks to watch for the second half.

Persons: Today’s, Steve Weiss, Joe Terranova, Brian Belski, Karen Firestone Organizations: West Pharma, Investment

☆ Steve Weiss buys more Uber
▼ + stars: | 2024-02-07 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSteve Weiss buys more UberSteve Weiss, Joe Terranova and BMO's Brian Belski join CNBC's 'Halftime Report' to weigh in on his latest Uber trade.

Persons: Steve Weiss, Joe Terranova, BMO's Brian Belski, CNBC's

☆ Key earnings on deck: Disney, O'Reilly and Expedia
▼ + stars: | 2024-02-07 | 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 EmailKey earnings on deck: Disney, O'Reilly and ExpediaJoe Terranova, Karen Firestone and Brain Belski break down what they'll be watching from the earnings reports.

Persons: O'Reilly, Expedia Joe Terranova, Karen Firestone, Brain

☆ Brian Belski makes big trades on Snap, Chesapeake Energy, DoorDash, Gilead, and UnitedHealth
▼ + stars: | 2024-02-07 | 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 EmailBrian Belski makes big trades on Snap, Chesapeake Energy, DoorDash, Gilead, and UnitedHealthBrian Belski, chief investment strategist at BMO Capital Markets, joins 'Halftime Report' to break down his latest trades.

Persons: Brian Belski Organizations: Chesapeake Energy, BMO Capital Markets Locations: Gilead

☆ Chart of the Day: Netflix surges on Q4 results
▼ + stars: | 2024-01-24 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChart of the Day: Netflix surges on Q4 resultsBrian Belski, chief investment strategist at BMO Capital Markets, joins CNBC's 'Halftime Report' to share his take on Netflix's earnings.

Persons: Brian Belski Organizations: Netflix, BMO Capital Markets

☆ Watch CNBC’s full interview with Veritas’ Greg Branch and BMO’s Brian Belski
▼ + stars: | 2024-01-23 | 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 EmailWatch CNBC’s full interview with Veritas’ Greg Branch and BMO’s Brian BelskiGreg Branch, Veritas Financial Group managing partner, and Brian Belski, chief investment strategist at BMO Capital Markets, join 'Closing Bell' to discuss the market rally's staying power, Fed outlook and the bear and bull cases for stocks.

Persons: Greg Branch, Brian Belski Greg Branch, Brian Belski Organizations: Veritas, Veritas Financial Group, BMO Capital Markets

☆ These are the 30 best investments to make now as US stocks rally to record highs, according to bullish strategists at 3 large investment firms
▼ + stars: | 2024-01-21 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Lerner noted that such occurrences are correlated with near-term pain as well as sizable forward returns. Another encouraging omen for US stocks is their successful track record in the second year of a bull market, as Belski noted last fall. Furthermore, since the financial crisis, Belski noted that stocks fell in the first month eight times but have ended the year in the green in six of those years. BMO Capital Markets30 investments to make during a rallyIn addition to sharing market commentary, strategists at BMO, Truist, and UBS outlined investment ideas as stocks enter uncharted territory. UBS spotlighted high-quality stocks with healthy balance sheets and sound earnings that drive profitability, especially since economic growth is slowing.

Persons: Solita Marcelli, Keith Lerner, Brian Belski, Lerner, Belski, who've Organizations: Business, BMO, Truist, UBS, BMO Capital Markets, BMO Capital, UBS spotlighted Locations: Swiss, Europe

☆ 10-year Treasury will hover around 4% during the first half of the year, says BMO's Belski
▼ + stars: | 2024-01-19 | 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 Email10-year Treasury will hover around 4% during the first half of the year, says BMO's BelskiBrian Belski, chief investment strategist at BMO Capital Markets, joins 'Squawk on the Street' to discuss what he makes of the latest economic data, whether he is surprised at the performance of tech stocks, and more.

Persons: BMO's, Brian Belski Organizations: Treasury, BMO Capital Markets

☆ Here's why some of Wall Street's biggest bulls are still calling for a recession in 2024 — and 4 investments they recommend right now
▼ + stars: | 2023-12-02 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

After a year of steady, resilient growth, the US economy will finally slip into a recession in 2024. Deutsche Bank is also calling for double-digit profit growth in a weaker economic backdrop. "For 2024, the house economics view with a mild short US recession implies $250 (+10%)," Chadha wrote in reference to S&P 500 earnings. Deutsche Bank also foresees earnings growth next year. "We remain overweight the financials as well as consumer cyclicals as they are already priced for a recession and the biggest beneficiary of an eventual recovery," Chadha wrote.

Persons: That's, —, Chris Grisanti, Brian Belski, Chadha, Belski, Financials, BMO's Organizations: Wall, Business, BMO Capital Markets, Deutsche Bank, MAI Capital Management, CNBC, BMO, Deutsche, Labor, Investors, Tech Locations: Chadha

☆ BMO’s Brian Belski makes big moves in his portfolio
▼ + stars: | 2023-12-01 | 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 EmailBMO’s Brian Belski makes big moves in his portfolioBrian Belski, chief investment strategist at BMO Capital Markets, joins 'Halftime Report' to discuss his portfolio rebalancing, his outlook on banks, and more.

Persons: Brian Belski Organizations: BMO Capital Markets

☆ Wall Street closes amazing November in a bullish mood, and for good reason
▼ + stars: | 2023-11-30 | by ( Bob Pisani | ) www.cnbc.com time to read: +5 min

We are closing out an extraordinary month: The S & P 500 is up nearly 9%, its fourth-best month in 12 years. The equal weight S & P 500 is up almost as much as the market-cap weighted S & P 500. Of the 10 major financial firms, only two (Morgan Stanley and JP Morgan) see the S & P 500 lower next year. Wall Street strategists' year-end S & P 500 estimates . That puts the S & P 500 at a very rich multiple of almost 19 times forward earnings (17x is the historic norm).

Persons: Russell, Morgan Stanley, JP Morgan, Goldman Sachs, Morgan, bullish, Brian Belski, Scott Wren, Wren, That's, JP Morgan's, Dubravko Organizations: Wall, Deutsche Bank, BMO Capital Markets, Capital Markets, Bank of America, Barclays, Goldman, UBS Global Wealth, Wells, Wells Fargo Securities, Treasury, Core PCE, Wells Fargo Institute, CNBC Locations: Wells Fargo, Atlanta

☆ NHL roundup: Flames clip Knights in final seconds of OT
▼ + stars: | 2023-11-28 | by ( ) www.reuters.com time to read: +4 min

[1/5] Nov 27, 2023; Calgary, Alberta, CAN; Calgary Flames defenseman MacKenzie Weegar (52) controls the puck against the Vegas Golden Knights during the third period at Scotiabank Saddledome. Greer also scored for the Flames, who received a scintillating 27-save performance from goaltender Dan Vladar. Bruins coach Jim Montgomery replaced Jeremy Swayman with Linus Ullmark in the second period after Columbus' second goal. Anthony Cirelli scored and Andrei Vasilevskiy had 20 saves in his second game of the season for the Lightning. Evgeny Kuznetsov scored for the Capitals, who have lost two straight and were opening a five-game road trip.

Persons: MacKenzie Weegar, Sergei Belski, A.J, Greer, Dan Vladar, William Karlsson, Adin Hill, Weegar, Yegor, Jim Montgomery, Jeremy Swayman, Linus Ullmark, Columbus, Matthew Poitras, John Beecher, Sam Reinhart, Sergei Bobrovsky, Sam Bennett, Carter Verhaeghe, Eetu Luostarinen, Aleksander Barkov, Joonas Korpisalo, Alex Tuch, Pekka Luukkonen, Luukkonen, Jimmy Vesey's, Ryan Johansen, Cale Makar, Valeri Nichushkin, Alexandar Georgiev, Nathan MacKinnon, Anthony Cirelli, Andrei Vasilevskiy, Luke Kunin, Fabian Zetterlund, Mackenzie Blackwood, Evgeny Kuznetsov, Darcy Kuemper Organizations: Calgary Flames, Vegas Golden Knights, Scotiabank Saddledome, Calgary, Flames, Golden Knights, Stanley, Blue Jackets, Bruins, Boston, Panthers, Senators, Ottawa, Florida, Sabres, Rangers, Buffalo, New, New Jersey Devils, Avalanche, Colorado, Tampa Bay, Lightning, Sharks, Capitals, San Jose, Washington, NHL, Thomson Locations: Calgary , Alberta, Columbus, Boston, Florida, New York, Denver, San, San Jose

Search resuls for: "Belski"

25 mentions found