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Morgan Stanley - 2 Devin McDermott - 2 McDermott - 1 Andrew Pauker - 1 Pauker - 1 Morgan Stanley's - 1 Fisher - 1 Dr Pepper - 1
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Diamondback Devon Brent
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ConocoPhillips - 2 Energy - 1 Brent - 1 Morgan - 1 Occidental - 1 Walmart - 1 Fisher - 1 " Beverage - 1

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3 mentions found


☆ Morgan Stanley says the catch-up trade in energy can continue and names its top picks to play
  + stars: | 2024-03-29 | by ( Spencer Kimball | ) www.cnbc.com   time to read: +2 min
Oil stocks are finally playing catch up as the energy sector has become one of the best performing sectors of the market this year, according to Morgan Stanley. "An improving macro backdrop has started a catch-up trade for Energy," analyst Devin McDermott told clients in a research note Thursday. The sector lagged the broader market last year as crude sagged, but is now following oil prices higher. The sector is outperforming the broader market with energy up 12.5% year to date while the S & P 500 is up 10.1%. Morgan Stanley upgraded the entire sector to overweight early this week.
Persons: Morgan Stanley, Devin McDermott, McDermott Organizations: Energy, Brent, Morgan, ConocoPhillips, Occidental Locations: Diamondback, Devon, Brent
☆ 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
☆ Here are Morgan Stanley's favorite quality stocks to buy as bear market nears end
  + stars: | 2023-03-21 | by ( Michelle Fox | ) www.cnbc.com   time to read: +5 min
As investors start preparing for the end of the bear market, Morgan Stanley has identified a number of stocks it expects to outperform once the next bull market begins. He has an overweight rating on the stock and a $135 price target, which suggests about 33% upside from Monday's close. He has an overweight rating on Costco and a $520 price target, which implies a little more than 6% upside from Monday's close. Graseck has an overweight rating on JPM and a $173 price target, which implies 36% upside from Monday's close. His $155 price target suggests the stock could rally more than 20% from Monday's close.
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