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22 mentions found


☆ Take some profits and buy cyclical names if March CPI only matches expectations, investors say
  + stars: | 2024-04-09 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +4 min
Conversely, Kilburg is adding to positions that have lagged the market, such as industrial and health-care stocks. "Those are three names that I believe are blue chip, essential names to the U.S. economy," he said. UnitedHealth and other health-care stocks are also trading at a discount, Kilburg said, citing Johnson & Johnson as a potential winner. Buy cyclical names Bailey, formerly a health-care analyst at Legg Mason and Stifel Financial before joining FBB in 2015, expects a hotter-than-forecast inflation report on Wednesday would take stocks lower. The Johns Hopkins MBA also sees the larger, diversified banks as attractive in a climate of higher inflation and interest rates.
Persons: Jeff Kilburg, Kilburg, Mike Bailey, Bailey, payrolls, Lockheed Martin, Johnson, Legg Mason, Berkshire Hathaway, Johns Hopkins, UnitedHealth Organizations: KKM, FBB Capital Partners, Meta, Nvidia, Lockheed, Stifel, FBB, Treasury, Berkshire, Union Pacific, Old Dominion Freight Locations: U.S, McLennan, Progressive, Chevron
☆ We'll continue moving beyond the 5,000 level as earnings grow, says FBB Capital's Mike Bailey
  + stars: | 2024-02-08 | 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'll continue moving beyond the 5,000 level as earnings grow, says FBB Capital's Mike BaileyMike Bailey, director of research with FBB Capital Partners, and CNBC's Mike Santoli, join 'Power Lunch' to discuss earnings and their market impact.
Persons: FBB, Mike Bailey Mike Bailey, Mike Santoli Organizations: FBB Capital Partners
☆ Semiconductor stocks surged in 2023. Why investors may want to brace for volatility in the new year
  + stars: | 2024-01-16 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
Prepare for volatility in the semiconductor industry after an exuberant 2023 that saw prices surge and left many companies with lofty valuations. "Higher valuations in my experience lead to higher investor expectations and those higher investor expectations typically lead to higher volatility," said Michael Brenner of FBB Capital Partners . Computer chip stocks surged in 2023, largely due to enthusiasm surrounding the use of artificial intelligence and the need for advanced semiconductors. Bracing for volatility Semiconductor companies have a lot to prove in 2024 after wowing investors last year. KeyBanc Capital Markets' John Vinh said in a recent note to clients that auto industry semiconductor demand in the new year will benefit Analog Devices , NXP Semiconductors and On Semiconductor .
Persons: Michael Brenner, Capital's Paul Schatz, Sylvia Jablonski, Robert Pavlik, Brenner, FBB, Jensen Huang, Nvidia aren't, Schatz, Jablonski, Intel's, Ross Seymore, Seymore, Brenner isn't, John Vinh, bode, Vinh, Mizuho's Vijay Rakesh, — CNBC's Michael Bloom Organizations: FBB Capital Partners, iShares Semiconductor, Dakota Wealth, Nvidia, Broadcom, Micron Technology, Devices, Deutsche, Marvell Technology, Taiwan Semiconductor, Infineon, EV, KeyBanc, NXP Semiconductors, Semiconductor, Qualcomm, Lam Research
☆ Investor shares his top 5 picks to play an uncertain macroeconomic backdrop in 2024
  + stars: | 2024-01-13 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
"To us, it looks pretty compelling, [a] pretty consistent business, and it's trading at a discount." Such concerns aren't holding back Bailey's bet on McDonald's as the fast-food giant continues to top investor expectations. MCD 1Y mountain McDonald's shares over the last year "To me, it feels a little overblown. Bailey views Progressive as a "contrarian" play in financials, seeing it gaining share from competitors such as Geico and State Farm. "That's a pretty compelling idea for us."
Persons: Mike Bailey, I've, Bailey, Wall, You've, Wall Street's, Bailey's Organizations: Capital Partners, CNBC, Amazon, Microsoft, UnitedHealth Locations: financials
☆ Here’s where to invest $50,000 in the new year, according to the pros
  + stars: | 2024-01-01 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +8 min
The S & P 500 rose 24% in 2023, ending the year just shy of a record closing high. The highest S & P 500 target on the Street calls for 8.7% upside from Thursday's close. A fund with exposure to small and midcap semiconductor stocks is the SPDR S & P Semiconductor ETF (XSD) . Exposure to this space can be obtained through the SPDR S & P Health Care Equipment ETF (XHE) . For these investors, Bailey likes Berkshire Hathaway , calling it a counter-cyclical sitting on a ton of cash.
Persons: Larry Adam, Raymond James, Robert Kaplan, Steven Wieting, Wieting, there's, Mike Bailey, — Bailey, Bailey, They're, Berkshire Hathaway, Eli Lilly, they're, Jack Ablin, Ablin, Rowe Price Organizations: Nasdaq, Dow Jones Industrial, CNBC Pro's, Survey, National Association for Business Economics, Dallas Federal, CNBC, Bank of America, Fed, CNBC Pro, Citi Global Wealth, Nvidia, Meta, Microsoft, P Semiconductor, P Health Care, FBB Capital Partners, Corporate, Aggregate Bond, Berkshire, Essex Property Trust, Federal Realty Trust, Rowe Price Group Locations: Essex
☆ Homebuilder stocks could get another boost from rate hikes ending
  + stars: | 2023-11-17 | by ( Krystal Hur | ) edition.cnn.com   time to read: +7 min
New York CNN —For over a year, the red-hot housing market has been at the mercy of the Federal Reserve’s rate hikes, which have driven mortgage rates to sky-high levels. Mortgage rates have hovered above 7% since August, according to Freddie Mac data. Both those factors have helped create a scorching-hot housing market and a boom in homebuilder stocks, as Americans turned to building as a buying alternative. Moderating bond yields could change the narrative for the housing market. Tight supply and elevated mortgage rates this year made home purchases the least affordable they’ve been since 1984.
Persons: Bell, Freddie Mac, Toll, DR Horton, Lennar, Price, Steve Sosnick, ”, John Petrofsky, Chris Isidore, Danielle Wiener, Bronner, haven’t, Clare Duffy, Donie, Meta Organizations: CNN Business, Bell, New, New York CNN, Homeowners, DR, Federal, Treasury, Interactive, National Association of Home Builders, FBB Capital Partners, Starbucks, United Auto Workers, SAG, Writers Guild of America, Starbucks Workers United, Facebook, Street, Washington Post Locations: New York, Wells Fargo, Buffalo , New York, United States, Brazil, Israel, Italy
☆ Buy the dip and add to quality, says FBB Capital Partners' Mike Bailey
  + stars: | 2023-10-30 | 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 EmailBuy the dip and add to quality, says FBB Capital Partners' Mike BaileyMike Bailey, director of research with FBB Capital Partners, joins 'Power Lunch' to discuss opportunity plays in the stock bounce back.
Persons: Mike Bailey Mike Bailey Organizations: Partners, FBB Capital Partners
☆ Amazon may outperform even with continued pressure in tech, says FBB Capital Partners' Mike Bailey
  + stars: | 2023-09-27 | 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 EmailAmazon may outperform even with continued pressure in tech, says FBB Capital Partners' Mike BaileyCNBC's Mike Santoli with Mike Bailey, director of research with FBB Capital Partners, join 'Power Lunch' to discuss whether tech stocks could be nearing a correction, why investors should be watching Amazon, and more.
Persons: Mike Bailey, Mike Santoli Organizations: Partners, FBB Capital Partners
☆ FBB's Mike Bailey believes the 'Magnificent 7' are down, but not out
  + stars: | 2023-08-18 | 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 EmailFBB's Mike Bailey believes the 'Magnificent 7' are down, but not outCNBC's Mike Santoli with Mike Bailey, director of research with FBB Capital Partners, join 'Power Lunch' to discuss the recent fall of shares for the 'Magnificent Seven.'
Persons: Mike Bailey, Mike Santoli Organizations: FBB Capital Partners
☆ Watch CNBC’s full interview with FBB Capital's Mike Bailey on state of U.S. stock market
  + stars: | 2023-06-21 | 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 FBB Capital's Mike Bailey on state of U.S. stock marketMike Bailey, FBB Capital Partners, joins 'Power Lunch' to discuss what's next for tech and the reason for the markets being down for the third straight day in a row.
Persons: FBB Capital's Mike Bailey, Mike Bailey, what's Organizations: FBB Capital Partners Locations: U.S
☆ FBB's Mike Bailey expects more market volatility over the summer
  + stars: | 2023-06-21 | 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 EmailFBB's Mike Bailey expects more market volatility over the summerMike Bailey, FBB Capital Partners, joins 'Power Lunch' to discuss what's next for tech and the reason for the markets being down for the third straight day in a row.
Persons: Mike Bailey, what's Organizations: FBB Capital Partners
☆ Tim Cook bets his legacy on augmented reality
  + stars: | 2023-06-13 | by ( Clare Duffy | ) edition.cnn.com   time to read: +11 min
David Paul Morris/Getty Images Cook speaks in front of an image of an iPhone 4S at Apple headquarters in 2011. Yui Mok/PA Images/Getty Images Tim Cook puts on a Boston Red Sox jersey before a baseball game between the Red Sox and the Detroit Tigers in June 2017. Justin Sullivan/Getty Images Tim Cook signs the box of a new iPhone X at an Apple Store in Palo Alto in November 2017. Andrew Harrer/Bloomberg/Getty Images Cook speaks via video conference at a House Judiciary subcommittee hearing on online platforms and market power in July 2020. In pictures: Apple CEO Tim Cook Prev NextFollowers of the company are divided on what the headset could ultimately mean for Cook.
Persons: Tim Cook, Steve Jobs, Cook, It’s, … it’s, ”, Margaret O’Mara, Andrew Burton, Phil Schiller, Jobs, David Paul Morris, Apple, Tom Williams, Marcio Jose Sanchez, Bono, Justin Sullivan, Tony Avelar, Stephen Lam, George Washington University's, Alex Brandon, Stephen Colbert, Jeffrey R, Pope Francis, Shutterstock Cook, Maddie Ziegler, AirPods, Monica Davey, James Corden, Pharrell, Beck Diefenbach, Reuters Cook, Yui Mok, Billie Weiss, Donald Trump, Jonathan, Oprah Winfrey, Win McNamee, Theresa Goh, Edgar Su, Andrew Harrer, Graeme Jennings, Noah Berger, Sajid Moinuddin, India's, Francis Mascarenhas, Brooks Kraft, it’s, Mike Bailey, “, Tim Bajarin, ’, ” Bajarin, Bajarin, they’ll Organizations: New, New York CNN, Apple, Vision, Apple Watch, University of Washington, Washington Post, Getty, Reuters, Alamy, Homeland Security, Governmental, Flint Center, Performing Arts, Cook, CBS, Serviziofotograficoor, Primary School, Boston Red Sox, Red Sox, Detroit Tigers, American Technology, White House, Steve Jobs Theatre, Carnegie Library, Central Public Library, Bloomberg, Singapore, Apple Worldwide, Conference, Epic Games, Apple Inc, FBB Capital Partners, Jobs Locations: New York, Cupertino , California, Cupertino, Palo Alto , California, Palo Alto, San Francisco, Down, London, Washington , DC, Oakland , California, Mumbai
☆ Chip stocks posted their best quarter since 2020. What's next for the sector and why the rally may fade
  + stars: | 2023-04-06 | by ( Samantha Subin | ) www.cnbc.com   time to read: +8 min
Chip stocks made a breathtaking comeback in the first quarter, but don't be surprised if the rally gives up some of its gains, investors warn. The semiconductor sector on Friday wrapped up its best quarter since 2020 as investors rotated back into the downtrodden industry, with names like Nvidia notching its best quarterly stretch since 2001. The recent tear in semiconductor stocks brings the sector into overbought territory versus non-financial cyclicals, said Credit Suisse's Andrew Garthwaite in a recent note. Like many investors, Niles views Nvidia as a dominant AI play despite its rich valuation . While the stock's given those gains, many investors viewed the print as a sign of a bottom.
☆ Expect economy and earnings to eventually recover, says FBB's Mike Bailey
  + stars: | 2023-04-03 | 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 EmailExpect economy and earnings to eventually recover, says FBB's Mike BaileyMike Bailey of FBB Capital Partners discusses investment strategy among growth, cyclical and defensive stocks ahead of earnings season.
☆ Nvidia's stock has climbed as Wall Street bets on A.I. Why investors say its promise is worth the premium
  + stars: | 2023-03-30 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
NVDA YTD mountain Nvidia shares so far this year Nvidia's stock' is trading at a forward price-to-earnings ratio of roughly 58 times. The focus on Nvidia's capabilities in this area have only grown since it unveiled new AI technologies at its GTC conference. On the heels of the conference, Goldman Sachs called the chipmaker a "key AI enabler," while Bank of America said Nvidia's AI dominance could "reshape the existing tech industry." That's in part because along with the hardware and software, Nvidia offers the engineers and relationships with both end-users and research organizations, which could stunt competitor plans from the get-go, Freund explained . Because so many engineers are already using Nvidia's software, some companies may face resistance if attempting to transition to a new language, explained Pieran Maru, an investment analyst at global asset management firm GAM Investments.
☆ The sentiment is driving a premature rally in mega-cap tech, says FBB's Mike Bailey
  + stars: | 2023-01-25 | 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 sentiment is driving a premature rally in mega-cap tech, says FBB's Mike BaileyMike Bailey, director of research with FBB Capital Partners, joins 'Power Lunch' to discuss investors' sentiments, the impact of litigation against Google, and safe plays for investors.
☆ Chip stocks tumbled in 2022. How to play the sector in the new year
  + stars: | 2023-01-08 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
Semiconductor stocks suffered a series of blows in 2022 as demand for consumer discretionary items fell off a cliff and supply chain disruptions continued. Betting on semiconductor favorites Despite ongoing volatility, some analysts and investors are still betting on once high-flying names in 2023, even though the challenges of 2022 continue. One of those is Advanced Micro Devices, a chip stock commonly connected with PC and server chips that fell hard in 2022. Texas Instruments held up better than the rest of the semiconductor market in 2022, shedding a little more than 12%. Bailey is mostly shying away from former, rapid growth names, with small bets on ASML and Marvell for clients looking for possible higher growth.
☆ A long-overdue reality check for tech stocks has reset the bar for 2023
  + stars: | 2022-12-20 | by ( Samantha Subin | ) www.cnbc.com   time to read: +9 min
Despite the comedown, many stocks still are expensive on a price-to-earnings basis when compared with the broader S & P 500, which trades at 18 times earnings. As of Monday's close, Meta shares trade at 11 times earnings on a 12-month trailing basis, down from 24 times at the start of 2022. PE ratios for all three stocks have come down significantly this year, with Cisco trading at 17 times earnings, compared to more than 23 times at the start of 2022. Within the semiconductor sector, Meeks favors names operating within industrials and autos, that are better positioned in a slowdown. While risk-averse tech may be the name of the game for 2023, some investors caution opting out of growth altogether.
☆ There are ways to play retail without getting burned, says FBB Capital Partners' Bailey
  + stars: | 2022-12-15 | 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 EmailThere are ways to play retail without getting burned, says FBB Capital Partners' BaileyMike Bailey, FBB Capital Partners director of research, joins 'Power Lunch' to discuss his thoughts on the consumer, what people are spending money on and more.
☆ Watch CNBC's full interview with FBB Capital Partners' Mike Bailey
  + stars: | 2022-11-16 | 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 EmailWatch CNBC's full interview with FBB Capital Partners' Mike BaileyMike Bailey, director of research with FBB Capital Partners, joins 'Power Lunch' to discuss the influence consumer spending has on economic health, staying invested with defensive stocks and share prices moving up as earnings drop off.
☆ Locating buying opportunities in a recession, with FBB's Mike Bailey
  + stars: | 2022-11-16 | 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 EmailLocating buying opportunities in a recession, with FBB's Mike BaileyMike Bailey, director of research with FBB Capital Partners, joins 'Power Lunch' to discuss the influence consumer spending has on economic health, staying invested with defensive stocks and share prices moving up as earning drop off.
☆ Now is the time to map out future investments, says FBB's Mike Bailey
  + stars: | 2022-10-10 | 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 EmailNow is the time to map out future investments, says FBB's Mike BaileyMike Bailey, FBB Capital Partners director of research, joins 'Power Lunch' to discuss investing in market lows, directing investments toward defensive stocks like utilities, and timing how to spend excess cash.
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