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☆ It's time to buy the dip in nuclear and uranium ETFs, Bank of America says
▼ + stars: | 2024-02-28 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Uranium stocks have cooled off in recent weeks, making this a good time for investors to jump in, according to Bank of America. Many of the biggest uranium stocks like Cameco Corp. are down about 14% in February. Since 2021 clean energy ETFs with heavy exposure to wind and solar power have suffered a sharp bear market ( > 30% losses and $2.4bn outflows), but over the same period investors added $2bn into uranium & nuclear power ETFs," Woodard said. An example of a uranium fund that is seeing such a blip is the Global X Uranium ETF (URA) , which is Woodard's top pick in this space. Another uranium fund that Bank of America is bullish on is VanEck Uranium and Nuclear Energy ETF (NLR) .

Persons: Jared Woodard, Woodard, URA, Canaccord, George Gianarikas, they've, Gianarikas, — CNBC's Michael Bloom Organizations: Bank of America, Cameco Corp, Uranium, Nuclear Energy, Public Service Enterprise Group, Uranium Trust Locations: NLR, Canada

☆ This struggling energy ETF could be due for a comeback, according to the charts
▼ + stars: | 2024-02-22 | by ( Frank Cappelleri | ) www.cnbc.com time to read: +3 min

Many ETFs and stocks have been rallying over the last four months, and some have been making new all-time highs. The OIH Oil Services ETF is not one of them. Crude oil All energy-related stocks and ETFs are beholden to crude, which has been struggling since topping out in June 2022. Crude oil recently bounced from its lows and is trying, once again, to leverage a potential bullish chart formation. This chart shows exactly how well the ETF has adhered to this multiyear upward sloping trading channel.

Persons: It's, OIH, We've Organizations: OIH Oil Services

☆ Final Trades: Invesco’s Equal Weight Energy ETF, Cardinal Health and Shake Shack
▼ + stars: | 2024-02-15 | 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: Invesco’s Equal Weight Energy ETF, Cardinal Health and Shake ShackToday’s “Halftime Report” Investment Committee, Bryn Talkington, Josh Brown and Jason Snipe, give their top picks to watch for the second half.

Persons: Bryn Talkington, Josh Brown, Jason Snipe Organizations: Energy, Cardinal Health, Investment

☆ Goldman Sachs likes this under-the-radar European sector, naming 2 stocks with almost 40% upside
▼ + stars: | 2024-01-26 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

Europe's power grid is in dire need of an upgrade, Goldman Sachs says, naming two stocks it expects to benefit from the network's expansion and modernization. "Power grids sit in the sweet spot of electrification: besides an accelerating top line, we highlight attractive risk-adjusted returns, which are usually set on a 'cost plus' basis." Stock picks Goldman Sachs said the way to play this theme is through pure plays and green energy majors. The green energy industry has had a tough time of it since 2021 as global central banks hiked interest rates in an effort to combat inflation. "We believe power network activities represent an incremental leg in our re-rating thesis for Green Energy Majors," Goldman's analysts added, naming Enel and SSE as buy-rated stocks.

Persons: Goldman Sachs, Alberto Gandolfi, Stock, Goldman, — CNBC's Michael Bloom Organizations: Clean Energy ETF, Energy Index, Green Energy, Milan Stock Exchange, London Stock Exchange, Global Renewable Energy Locations: Europe

☆ How to bet on a comeback in energy stocks, which look primed for a bounce
▼ + stars: | 2023-11-14 | by ( Nishant Pant | ) www.cnbc.com time to read: +3 min

DMI (Directional Movement Index): DMI is composed of 3 lines, DI+ (green line), DI- (red line) and ADX (blue line). When the DI- (red line) is above the DI+ (green line), it indicates a downtrend which is what XLE is experiencing at the moment. Note that both DI- and DI+ are changing direction which provides further confirmation that XLE is turning around. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.

Persons: ”, XLE Organizations: SPDR Energy, Exxon Mobil, Natural Resources, Valero Locations: oversold, Chevron, XLE

The International Energy Agency (IEA) report published this week revealed that a growing volume of renewable energy generation is being stalled as developers wait for projects to be connected to national electricity grids. Since the report's release on Monday, share prices of companies engaged in building electric grids, or with products and services tied to grid modernisation, have outperformed firms that are focused on renewable energy generation. The share prices of certain firms that hold these particular skill or product sets have seen signs of heightened buying interest this week since the IEA report was published, indicating that some investors may be already placing bets that grid specialist firms may be primed for growth going forward. Germany's E.ON (EONGn.DE), which has a major energy networks division, is up roughly 17% this year, LSEG data shows. Firms that develop smart meters and other grid management tools are also expected to see growth in demand for their services by power companies.

Persons: Lisi Niesner, Gavin Maguire, Muralikumar Organizations: REUTERS, International Energy Agency, IEA, FOCUS, Mastec Inc, U.S, Fluor Corp, Eaton Corporation, E.ON, Reuters, Thomson Locations: Weselitz, Germany, LITTLETON , Colorado, U.S, Ireland

☆ It's a tough time for clean energy stocks right now, but Raymond James says one name can buck the downtrend
▼ + stars: | 2023-10-03 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Clean Energy Fuel 's venture into dairy-based renewable natural gas might just be its saving grace in an industry highly sensitive to interest rates, according to Raymond James. The firm upgraded shares of the renewable energy company to strong buy from outperform, lifting its target price to $6. Clean Energy Fuels is down 25% so far this year as a range of worries drag renewable energy stocks. Year to date, the Invesco WilderHill Clean Energy ETF (PBW) is down over 23%, while the broader S & P 500 has gained over 10%. "We believe that once the Treasury unveils the rules, and investors can straightforward factor in Section 45Z into estimates for 2025 and beyond, Clean Energy shares should re-rate meaningfully higher," he added.

Persons: Raymond James, Pavel Molchanov, Molchanov, — CNBC's Michael Bloom Organizations: Energy, Energy Fuels, Clean Energy, Treasury Department, Treasury Locations: Monday's

☆ Rising interest rates are hurting very broad swaths of the stock and bond markets
▼ + stars: | 2023-10-03 | by ( Bob Pisani | ) www.cnbc.com time to read: +3 min

Dozens of stocks and ETFs are hitting 52-week lows on the relentless rise in interest rates. Treasury bond ETFs: New lows iShares 1-3 Year Treasury Bond ETF (SHY) iShares 7-10 Year Treasury Bond ETF (IEF) iShares 10-20 Year Treasury Bond ETF (TLH) iShares 20+ Year Treasury Bond ETF (TLT) It's not just Treasury bonds. Broad bond ETFs: New lows Vanguard Total Bond Market ETF (BND) iShares Core US Aggregate Bond Fund (AGG) Higher rates are affecting other areas of the U.S. economy: look at clean energy and biotech It's simple. Clean energy ETFs: New lows iShares Global Clean Energy (ICLN) VanEck Low Carbon Energy ETF (SMOG) Invesco WilderHill Clean Energy ETF (PBW) Invesco Solar ETF (TAN) It's the same story with biotech. The SPDR S & P Biotech ETF (XBI) , which tracks an equal-weighted index of US biotechnology stocks, is at a 52-week low.

Persons: Schwab, It's Organizations: Vanguard Utilities, Treasury Bond ETF, Bond Market, Bond Fund, NextEra Energy Partners, Clean Energy, Carbon Energy, P Biotech, Biotechnology, Biotech, Verizon, SPDR Telecom, AT, Property, Comerica, Huntington Bancshares Locations: U.S, Orsted, Denmark, REITs

☆ Oil prices and the dollar surged in the third quarter. These ETFs can help you reset your portfolio
▼ + stars: | 2023-09-30 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +7 min

.DXY 1Y mountain The dollar index hit new highs for 2023 in September. "Energy equities haven't really kept up with the energy market rally," she added. The latest iShares outlook highlighted the firm's U.S. Energy ETF (IYE) as a way to play higher oil prices. Other major funds in that category include the Energy Select Sector SPDR Fund (XLE) , the Vanguard Energy Index ETF (VDE) and the Fidelity MSCI Energy Index ETF (FENY) . Investors can outsource currency market decisions in the form of managed futures ETFs, which have exposure to currency markets in addition to other asset classes.

Persons: Gargi Chaudhuri, Morgan Stanley, Sasikanth Chilukuru, It's, Chaudhuri, Todd Sohn, Sohn, Andrew Beer, Beer, You've, Anastasia Amoroso, There's, Amoroso Organizations: Texas, BlackRock, iShares, Energy, U.S . Energy, Vanguard Energy, Fidelity MSCI Energy, Wall, U.S ., Invesco DB, Fund, WisdomTree Bloomberg, Investors, Global, Apple, Nvidia Locations: U.S, Saudi Arabia, DBi, Japan

☆ Top money managers are warning of pain ahead for the US economy. Here are 6 areas where they're investing right now to prepare.
▼ + stars: | 2023-09-29 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

"There is a subset that simply cannot do that," she said of paying down credit card debt going forward as rates rise. "In those tails and subsets I think you're going to have really unusual delinquencies, and just horrible recovery rates." You're going to see defaults increase." Delaney also emphasized being defensive, and said he likes corporate bonds, but those with floating rates, meaning they move with the market rate. The iShares 10-20 Year Treasury Bond ETF (TLH) is one way to gain exposure to long-term government bonds.

Persons: Dawn Fitzpatrick, Katie Koch, haven't, it's, Mark Delaney, Suni Harford, I'd, Brad Gerstner, Jerome Powell, Volcker, Koch, —, We're, Rick Rieder, he's, Delaney, Fitzpatrick Organizations: CNBC's, Alpha, Federal Reserve, Soros Fund Management, TCW, UBS, Management, BlackRock, JPMorgan, Corporate, Treasury Bond ETF, Vanguard Energy, DB Oil Fund Locations: Europe, Saudi Arabia

LITTLETON, Colorado, Sept 20 (Reuters) - Despite the heat waves, wildfires and floods that have amplified calls to accelerate the global energy transition away from fossil fuels, investors withdrew record funds from the world's largest clean energy investment vehicles so far this year. LOST LIMELIGHTA key driver behind the withdrawals from clean energy investment funds this year has been the relative attractiveness of other sectors, such as artificial intelligence. The clean energy space had outperformed other sectors, including technology, over the past two years, and so was likely due for a bit less investor attention this year. However, an equally important factor behind the outflows in clean energy has been the spate of high profile corporate and national disappointments in critical areas of the clean energy industry. In all, weak spots have emerged on key frontiers of the clean energy industry, which have justified the retreat in investment.

Persons: Gavin Maguire, Miral Organizations: Investors, Clean Energy, Outflows, First Trust, Energy, Carbon Energy, Robotics, Intelligence, Enphase Energy, European Commission, EV, Reuters, Thomson Locations: LITTLETON , Colorado, Britain, United States, Gulf, Mexico, U.S

☆ 'We are becoming more convinced that the cracks are emerging': JPMorgan warns a host of recession risks are starting to pile up — and shares 2 trades to keep your portfolio safe
▼ + stars: | 2023-09-14 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

Another is the still-inverted Treasury yield curve, meaning yields on shorter-duration government bonds are higher than those with longer durations. Inversions of the 3-month and 10-year yields have preceded every recession since the 1960s without producing a false signal. The Vanguard Energy ETF (VDE) and the Energy Select Sector SPDR Fund (XLE) offer exposure to energy stocks. The Consumer Price Index, a main measure of inflation, rose to 3.7% year-over-year in August compared to 3.2% in July. Investors can gain exposure to short-term government bonds through TreasuryDirect, their brokerage, or through ETFs like the Vanguard Short-Term Treasury ETF (VGSH).

Persons: Marko Kolanovic, Kolanovic, Michael Feroli, Cash Organizations: for Supply Management, Bank of America, Federal Reserve, Treasury, Federal, Energy, Vanguard Energy Locations: China, TreasuryDirect

☆ These are the market's cheapest stocks with upside — including one expected to have a 90% comeback
▼ + stars: | 2023-09-12 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

CNBC Pro looked for well-liked stocks on the broad market index that are undervalued. The chosen names are trading at a significant discount to their average forward price-earnings ratio over the past five years. Take a look at the list of Wall Street's favorite cheap stocks and where analysts see them headed next. JPMorgan and Citi have recently highlighted the stock as a promising value play, as they hold a positive long-term view on the residential solar energy market. Disney also made the list of stocks trading cheap to their historic levels.

Persons: What's, Wall Organizations: CNBC, Clean Energy, JPMorgan, Citi, Disney, Charter Communications, Bank of America Locations: SolarEdge, Monday's

☆ These 10 China-focused ETFs are up this year — and one is expected to rise by another 40%
▼ + stars: | 2023-09-11 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

Chinese stock markets have failed to perform in 2023. All three major indexes have lost money for investors over the past week, month, three months, six months, and year. As a result, shorting the Chinese currency has been one of the most profitable investments this year, according to analysis by CNBC Pro of FactSet's ETF performance data. CNBC Pro screened for global China-focused ETFs that have posted positive returns this year to date. A weighted average analysts' price target for companies in the ETF points toward a further 22.4% upside over the next 12 months, according to FactSet data.

Persons: Thierry Wizman, Goldman Sachs, Brent Organizations: Shenzhen Component, Shanghai, Index, U.S, CNBC Pro, Singapore ., London Stock Exchange, U.S ., Macquarie, People's Bank of, China Energy, New York Stock Exchange, bbl, Goldman, Dragon, China Communication Services Locations: Shenzhen, China, New York, London, Amsterdam, Frankfurt, Singapore, People's Bank of China, Macquarie, Dragon China, U.S

☆ These are Wall Street's favorite energy stocks as oil rallies
▼ + stars: | 2023-09-07 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

For investors looking to play this trend, here are some energy stocks with the greatest long-term upside potential. The sector has added 0.5% this week as oil prices rallied from news of extended voluntary oil supply cuts from Saudi Arabia and Russia until year-end. Oil and natural gas company Diamondback Energy is another name on the list. Natural gas producer EQT , oil and gas giant EOG Resources , as well as petroleum refining and marketing company Valero Energy , are also Wall Street favorites. For investors looking for energy stocks but who do not want to bet on individual names, the Energy Select Sector SPDR Fund (XLE) and the iShares U.S. Energy ETF (IYE) track companies in the sector.

Persons: Russell, Halliburton, Nitin Kumar, EQT, — CNBC's Michael Bloom Organizations: Energy, CNBC, Oil, Resources, Diamondback Energy, Diamondback, Energy Partners, Warwick Capital Partners, Valero Energy, Mizuho Securities, Valero, Energy Investment, U.S . Energy Locations: Saudi Arabia, Russia, Oil and Texas, EQT, U.S, XLE

☆ Vivek Ramaswamy's 'anti-woke' investment firm now manages assets worth more than $1 billion
▼ + stars: | 2023-09-06 | by ( Joseph Wilkins | ) www.businessinsider.com time to read: +3 min

Republican presidential candidate Vivek Ramaswamy is the cofounder of an "anti-woke" ETF firm. The company was set up last year and now manages assets worth more than $1 billion. Ramaswamy's firm is a riposte to the ESG-centric policies of some big investment firms. Last month he said the "big three" investment firms – BlackRock, State Street, and Vanguard – represented "arguably the most powerful cartel in human history." Ramaswamy is vying with Florida governor Ron DeSantis for second place in opinion polls, but both lag some distance behind former President Donald Trump in the race for the Republican presidential nomination.

Persons: Vivek Ramaswamy, Ramaswamy, Eric Balchunas, Anson Frericks, It's, Vanguard –, Ron DeSantis, Donald Trump Organizations: Service, GOP, Bloomberg Intelligence, US Energy ETF, Energy ETF, Bloomberg, – BlackRock, Vanguard, Republican Locations: Wall, Silicon, BlackRock, ESG, Florida

☆ 'The pendulum swung too far this summer': Morgan Stanley's stock chief warns it's time to take a risk-off approach to the market given the recent rally — and shares 3 trades to pile into instead
▼ + stars: | 2023-09-06 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

He likes "defensive growth stocks," industrials, and energy stocks. Morgan Stanley's Mike Wilson says the stock market's rally is likely running out of steam, and quickly. Also, on technicals, market breadth — or the share of stocks participating in the rally — is still weak. Morgan StanleyIn addition to over-extended technicals, Wilson said deteriorating fundamentals threaten the market. In particular, he's concerned about "real" consumer spending growth — or growth that accounts for inflation — which he and Morgan Stanley economists believe will dip negative year-over-year in the fourth quarter of 2023.

Persons: Mike Wilson, Morgan Stanley's Mike Wilson, Let's, Wilson, Morgan Stanley Organizations: bank's, Equity ETF, Vanguard Energy Locations: technicals, delinquencies

☆ Citi says the clean energy investing opportunity is 'alive and well' despite poor performance. What to buy
▼ + stars: | 2023-08-28 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Investors should completely bail on clean energy stocks with some select opportunities in the space presenting themselves, according to Citi. The iShares Global Clean Energy ETF (ICLN) is down 30% over the past two years. "Volatility in Clean Energy stocks piqued our interest and sparked a question: is this theme still investable? "The profitable side of Clean Energy is alive and well with many stock selection opportunities." Here's 10 that made his list: While some solar stocks were considered risks, SolarEdge and Enphase made the better list.

Persons: Drew Pettit, Pettit, There's, Enphase, Sophie Karp, Karp, It's, SPX, Cummins, — CNBC's Michael Bloom Organizations: Citi, Clean Energy, Energy Locations: Friday's

What young investors wantRecent survey data indicates that Cohen isn't alone. And active young investors are willing to give up returns to see that goal through. Nearly a fifth of the Gen Z investors said they would accept returns between 9% and 11.8%, rather than the full 12% average return. The data comes as accountability measures and standards for ESG investing are hotly debated. "What we see with ESG investing is that it creates something that you can signal to other people."

Persons: Hannah Cohen, Cohen, Cohen isn't, X, Gen, boomers, Matthew Ivler, I'm, Ivler, Joe Biden, Julie O'Brien, O'Brien Organizations: Energy ETF, Global, Autonomous & Electric Vehicles ETF, U.S . Bank, Chevron, Edison International, Resources ETF, Stanford Graduate School of Business, Rock Center, Corporate Governance, Hoover Institution, U.S . Department of Labor, Republicans Locations: Washington

☆ Outperforming analysts reveal 2 new oil and gas stock picks — with one expected to rise by 35%
▼ + stars: | 2023-08-09 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Analysts at RBC Capital Markets have revealed two new top stock picks in the oil and gas sector. The bank's energy and utilities equity team is behind a basket of stock picks called the Global Energy Best Ideas List. RBC said the basket rose 7.8% in July, compared to a 6.2% rise in the iShares S & P Global Energy ETF . ALA-CA YTD mountain Callon RBC analysts also favor Callon Petroleum . As well as adding the above two stocks to their Best Ideas List, RBC analysts removed several others this month.

Persons: Vern Yu, Yu, Vern Yu's Organizations: RBC Capital Markets, Global, RBC, P Global Energy, ALA, Callon Petroleum, Shell PLC, California Resources Corp Locations: Canada, United States, Enbridge, North America

☆ Seven oil service stocks are buys through year-end thanks to rising margins and fatter multiples, Goldman says
▼ + stars: | 2023-08-09 | by ( Scott Schnipper | ) www.cnbc.com time to read: +2 min

A pool of energy service stocks are likely to rally through year-end thanks to fatter profit margins leading to quarter-over-quarter earnings growth and higher price-to-earnings multiples, Goldman Sachs analysts said in a Tuesday note to clients. Service stocks as a whole have far outperformed the Energy Select Sector SPDR ETF this year, Goldman noted. OIH XLE 3M mountain Energy service ETF vs Energy ETF over past three months. SLB : SLB is benefiting from increased spending on oil and gas exploration and production in the Middle East. Other energy service stocks Goldman also rates a buy are Halliburton , MasTec and Expro Group Holdings .

Persons: Goldman Sachs, Goldman, Ati Modak, Brent, Baker Hughes, BKR, — CNBC's Michael Bloom Organizations: Energy, VanEck Oil Services, Companies, bbl, Weatherford, Halliburton, MasTec, Expro Group Holdings

☆ 'The haves and have-nots market': 2023 trends for the ETF investor
▼ + stars: | 2023-06-02 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +3 min

Among global recessionary fears, interest rate uncertainty and a drawn-out debt ceiling debate, safe haven strategies have been at the forefront for investors in 2023. "If I'm defining 2023, I see three big trends," John Davi, chief investment officer at Astoria Portfolio Advisors, told Seema Mody on CNBC's "ETF Edge" on Wednesday. Davi said that bond ETFs have taken in $82 billion this year, compared with $55 billion flowing into equity funds. "The international markets are much further behind the interest rate cycle and the inflation cycle. The iShares MSCI Spain ETF (EWP) is up nearly 14% this year, while the iShares MSCI Germany ETF (EWG) has gained 15%.

Persons: there's, John Davi, Seema Mody, you've, Davi, Dave Mazza, Mazza Organizations: Astoria, Finance, NASDAQ, Roundhill Investments Locations: U.S, Spain, Germany

Bank of America thinks electric vehicle charging company ChargePoint is well-positioned to capitalize on industry and regulatory tailwinds. Analyst Alex Vrabel upgraded shares to buy from neutral. His new price target of $14 implies a 65% rally from Friday's close. "CHPT [is] a best-in-class way to play [the] EV charging theme," he added. Despite the decline, Vrabel said the company's fundamentals remain intact and that he is comfortable on the "line of sight to cash inflection.

☆ Make these 4 undervalued investments now while the stock market rally unwinds after a red-hot jobs report, according to the investment chief at Cambria Funds
▼ + stars: | 2023-02-07 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

The economist continued: "And it's not the level of the unemployment rate that matters as far as the economic cycle is concerned — it's the change in the unemployment rate. He told Insider in a recent interview that investors should target value stocks and foreign equities, specifically Chinese stocks and those in emerging markets. For most of the past decade, value stocks were unloved while growth names went on an explosive rally. But now value stocks have made a major comeback, while growth picks have melted down. When picking stocks, Faber said he's especially interested in two qualities: a stock's valuation and momentum.

☆ These are Bank of America’s favorite ETFs to play another energy rally
▼ + stars: | 2023-02-02 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

The bull market for energy stocks still has room to run, and there are cheap exchange traded funds on the market to help investors ride along, according to Bank of America. Energy underperformed the broader market in January, with the Energy Select Sector SPDR Fund (XLE) returning just 2.8%. The underwhelming month followed a big year for energy stocks in 2022. Bank of America's top picks for energy ETFs include the broad SPDR fund, the Vanguard Energy ETF (VDE) and the Invesco S & P 500 Equal Weight Energy ETF (RYE) . Woodard also initiated coverage for the FirstTrust Energy AlphaDEX Fund (FXN) , an active energy strategy built on a quantitative model.

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