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Top related persons:
Mike Bailey - 8 Bailey - 3 Mike Santoli - 3 Berkshire Hathaway - 2 Mike Bailey Mike Bailey - 2 what's - 2 Jeff Kilburg - 1 Kilburg - 1
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U.S McLennan Progressive Chevron financials Essex New York Cupertino , California
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FBB Capital Partners - 9 Meta - 2 Nvidia - 2 Berkshire - 2 CNBC - 2 Microsoft - 2 Partners - 2 KKM - 1

Search resuls for: "Mike Bailey"


17 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
☆ 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
☆ 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
☆ 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
☆ 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
☆ 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
☆ 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.
☆ 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.
☆ 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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