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☆ Portfolio manager on actively managing and differentiating the Magnificent Seven stocks
  + stars: | 2024-03-26 | 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 EmailPortfolio manager on actively managing and differentiating the Magnificent Seven stocksGrant Bowers from Franklin Equity Group talks about investment opportunities in the U.S. big tech space.
Persons: Grant Bowers Organizations: Franklin Equity Group Locations: U.S
☆ A former software engineer who's betting on leading AI stocks at a $1.6 trillion firm says pullbacks will be incredible buying opportunities, and shares 6 under-the-radar picks
  + stars: | 2024-02-28 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +5 min
Despite dashed hopes of early rate cuts, growth stocks like Nvidia continue to make new highs. "And here we are today: we've got Apple at multi-trillion dollars, Microsoft at multi-trillion dollars, Nvidia at multi-trillion dollars, and Google at over a trillion dollars." Snowflake (SNOW) helps businesses wrangle their data and build models from that data for multiple purposes, including AI. GitLab (GTLB) is an open-code platform with over a million paid users and programmers who can use AI tools to help with coding. Still, they collect customer data, and they help companies talk to their customers in a relevant and direct manner.
Persons: Jonathan Curtis, Franklin Templeton, Curtis, hadn't, ChatGPT, there's Organizations: Nvidia, Franklin Templeton Institute Global Investment Management Survey, Business, Franklin Equity Group, Apple, Microsoft, Google, Cisco, Meta, Semiconductor, Power Systems, AMD, Arista Networks
☆ 'Tremendous potential': Growth investor is underweight the Magnificent Seven, but likes one tech giant
  + stars: | 2023-11-06 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +3 min
The "Magnificent Seven" stocks have proved popular this year, but one growth investor says he is underweight the group. The Big Tech stocks known as the "Magnificent Seven" are Alphabet , Amazon , Apple , Meta , Microsoft , Nvidia and Tesla . Pro Microsoft There is, however, one name among the Magnificent Seven that Curtis likes a lot, and that's Microsoft. MSFT NVDA YTD mountain Year-to-date share movement of Microsoft and Nvidia "It doesn't matter where the stock has been. And I think both in the case of Microsoft and Nvidia, their significant earnings power add to those businesses," Curtis said.
Persons: Jonathan Curtis, CNBC's, Curtis Organizations: Big Tech, Apple, Meta, Microsoft, Nvidia, Tesla, Franklin Equity Group
☆ Forget overpriced mega-cap tech: Goldman Sachs identities 50 stocks across 15 industries set to be the true long-term beneficiaries of AI adoption from increased labor productivity
  + stars: | 2023-08-24 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +4 min
Concentrated gains from immediate AI beneficiaries may be overpriced. These 50 stocks have been identified by Goldman Sachs are the longterm winners of AI adoption. So far this year, AI beneficiaries, mainly the mega-cap tech stocks, have contributed to much of the S&P 500's gains. But the sharp price rallies from a handful of technology stocks is making some fund managers uneasy. Goldman Sachs' note refers to this strategy as "The AI trade after the trade".
Persons: Goldman Sachs, Max Wasserman, Ryan Hammond, Goldman Sachs Jonathan Curtis, Hammond, Russell Organizations: Nasdaq, Miramar Capital, Companies, Nvidia, Microsoft, Franklin Equity Group, Curtis, Goldman, Russell
☆ Beware overhype about AI and make these 7 smart investments instead, according to a tech portfolio manager at a $120 billion firm
  + stars: | 2023-08-17 | by ( James Faris | ) www.businessinsider.com   time to read: +5 min
Technology investor Jonathan Curtis is bullish, though he's worried about AI stocks in late 2023. "But we're in an experimentation phase for AI — we're not in the revenue phase for AI." Although revenue and earnings for many companies connected to AI aren't substantial, the demand for workers with AI know-how certainly is, Curtis said. Still, while he keeps his focus on the long term, he acknowledged that valuations for AI stocks are ambitious, if not a bit crazy. And while the portfolio management director thinks investors should be wary of AI stocks' volatility in the near term, he made clear that AI is absolutely worth investing in for the long term.
Persons: Jonathan Curtis, he's, Curtis, Jonathan Curtis —, there's, We've, — we're, they'll, Curtis spotlighted Organizations: Technology, Federal, Franklin Equity Group
☆ A recession is only delayed as the economy continues to lose steam. Here's exactly how 8 top strategists and money managers recommend investing in this turbulent market.
  + stars: | 2023-08-16 | by ( James Faris | ) www.businessinsider.com   time to read: +9 min
Now, the inverse has happened as stocks rally, inflation steadily falls, and the labor market stays healthy. By any historical measure, this is still a really strong labor market," he said. "There's a lot of market concern — understandably so — about the sustainability of the strong labor market," Porter said. "There are clear signs that we're weakening at the margin," Schurmeier said of the labor market. "And they're able to thread the needle on the other part of their mandate, which is the labor market."
Persons: John Porter, Jason Draho, Porter, David Lebovitz, Lebovitz, they're, Draho, Jonathan Curtis, Curtis, Brent Schutte, Schutte, Jake Schurmeier, Schurmeier, they'll, shouldn't, Charles Lemonides, Lemonides, Greg Calnon, Calnon, Franklin Equity Group's Curtis, he's Organizations: Newton Investment Management, UBS Global Wealth, Asset Management, Franklin Equity Group, Workers, Northwestern, Harbor Capital Advisors, Fed, Goldman Sachs Asset Management, Franklin Equity
☆ These 3 'megatrends' will help investors get the income they need and profit from inflation, according to investing giant Franklin Templeton
  + stars: | 2022-11-10 | by ( Marley Jay | ) www.businessinsider.com   time to read: +4 min
Private real estateThanh Bui, a portfolio manager at Franklin Templeton's private real estate investment unit Clarion Partners, said that it's becoming easier for retail investors to get access to high-quality private real estate. She says the space generally does well when inflation is high, and that private real estate is an effective portfolio diversifier not strongly correlated to stocks, bonds, or public real estate companies. Bui is especially positive on muti-family real estate because there is a huge supply shortage that won't be resolved any time soon. She's also bullish on industrial real estate, where rents are surging because of high demand from e-commerce companies and onshoring. "We view the dividend profile as a way to look at quality of a company.
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