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Top related persons:
Morgan Stanley - 1 Dr Pepper - 1 Dara Mohsenian - 1 Mohsenian - 1 it's - 1 Keurig's - 1 Michael Cyprys - 1 Cyprys - 1
Top related locs:
Europe 2H23
Top related orgs:
CNBC - 1 CBOE - 1 Chicago - 1 Howmet - 1 Howmet Aerospace - 1 Airbus - 1 Boeing - 1 Commercial - 1

Search resuls for: "Michael Cyprys"


4 mentions found


☆ Morgan Stanley says buy 'top’ stocks like Apple to fight the growing market malaise
  + stars: | 2023-08-12 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Investors may be feeling some market indigestion in August, but Morgan Stanley said there are still top stocks to buy settle down portfolios. CNBC Pro combed through recent Morgan Stanley research to find the well positioned stocks for August. In particular, Morgan Stanley said it's impressed by Keurig's commitment to improve coffee fundamentals. Morgan Stanley gave several reasons in its earnings reaction note as to why CBOE is well-positioned as a top pick. Howmet Aerospace Meanwhile, shares of Howmet Aerospace are up over 25% this year, but the stock has plenty more room to run, according to Morgan Stanley.
Persons: Morgan Stanley, Dr Pepper, Dara Mohsenian, Mohsenian, it's, Keurig's, Michael Cyprys, Cyprys, Kristine Liwag, Howmet, Liwag, Pepper Organizations: CNBC, CBOE, Chicago, Howmet, Howmet Aerospace, Airbus, Boeing, Commercial Locations: Europe, 2H23
☆ Morgan Stanley downgrades Charles Schwab, cites extended earnings recovery timeline
  + stars: | 2023-03-30 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Morgan Stanley is taking a step back on shares of Charles Schwab even after the stock's significant March slump. Analyst Michael Cyprys downgraded the financial services company to equal weight from overweight, citing an uncertain earnings outlook that makes the risk-reward balance for shares appear less compelling. SCHW YTD mountain Charles Schwab shares in 2023 The collapse of Silicon Valley Bank earlier this month rattled the investing community, sending shockwaves across the broader banking industry and financial markets. Cyprys views the continued migration of cash deposits into money funds as a pressure point likely to weigh on Schwab's near-term earnings outlook. "Limited visibility around timing/magnitude of cash sorting bottoming out, likely weighs on valuation NT," he wrote.
☆ Blackstone's bet on small investors bites the private-equity giant as investors pull out of its high-profile real-estate fund
  + stars: | 2022-12-01 | by ( Rebecca Ungarino | ) www.businessinsider.com   time to read: +4 min
BREIT, as the large real-estate fund is known, has been key to the firm's retail investor push. Blackstone, the $951 billion private-equity behemoth, is better known for its big buyouts, splashy deals, and real-estate market domination than its products catering to individuals. BREIT, as the real-estate fund is known, has posted a return of 9.3% so far this year and a 15.5% three-year annualized return, according to its website. But investor sentiment has appeared to turn for this real-estate fund, posing a challenge for the firm's retail push. Last month, Credit Suisse downgraded Blackstone stock over concerns in BREIT and BCRED.
☆ Market volatility could help Cboe shares rally more than 25%, Morgan Stanley says
  + stars: | 2022-11-15 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Morgan Stanley named exchange operator Cboe Global Markets a top pick, noting the stock would benefit from the volatility that typically accompanies the final months of a bear market. "We see Cboe as a defensive beneficiary against a more challenging macro backdrop as elevated market volatility should support the outlook for trading volumes," he said in a note to clients. He pointed to data showing S & P 500 options and total index options were up 88% and 75%, respectively, in October compared to the prior year. To be sure, he said the company's performance could be impacted if market volatility is meaningfully different than what is expected or if there are notable changes to the market that change investor strategy away from short-term movements. "The index options franchise continues to benefit from increased engagement, elevated volatility, and new product innovations that drive volumes to new records," he said.
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