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8 mentions found


☆ Investment management firm discusses gold versus bitcoin
  + stars: | 2024-04-19 | 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 EmailGold a 'better hedging risk' than bitcoin in a 'real stress test environment': Scharf InvestmentsEric Lynch, managing director at Scharf Investments, says "bitcoin remains more speculative."
Persons: Scharf, Scharf Investments Eric Lynch Organizations: Scharf Investments
☆ Investors should look for businesses where AI will grow earnings: Scharf Investment's Eric Lynch
  + stars: | 2024-03-15 | 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 EmailInvestors should look for businesses where AI will grow earnings: Scharf Investment's Eric LynchEric Lynch, Scharf Investments portfolio manager, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Friday.
Persons: Scharf Investment's Eric Lynch Eric Lynch, Scharf Organizations: Scharf Investments
☆ Portfolio manager: We like Sony as it transits from a hardware business to a recurring revenue model
  + stars: | 2024-02-15 | 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: We like Sony as it transits from a hardware business to a recurring revenue modelEric Lynch from Scharf Investments explains why he likes Sony the stock despite the company slashing its sales target for PS5 console.
Persons: Eric Lynch, Scharf Organizations: Sony, Scharf Investments
☆ Portfolio manager likes Sony and picks one stock as a 'stealth' way to play the AI theme
  + stars: | 2024-01-23 | 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 likes Sony and picks one stock as a 'stealth' way to play the AI themeBrian Krawez of Scharf Investments shares his stock picks in the tech space.
Persons: Brian Krawez Organizations: Sony, Scharf Investments
☆ GLP-1 weight loss drugs are creating opportunities for these 2 stocks, investment advisor says
  + stars: | 2023-10-18 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Developments surrounding the drugs, also popularly used for weight loss, have been disrupting anything from owners of dialysis centers to bariatric surgery providers and the food industry. But one investment advisor, Brian Krawez, president of Scharf Investments, says there are opportunities. "Many investors are concerned about the impacts of the GLP-1 drugs on a host of companies ranging from restaurants to consumer staples. Those mechanisms are the ones that help patients taking the drugs to lose weight and regulate their diabetes. They got roughly 35% market share, but a lot of people don't know the company," he said, adding that specialty pharmaceuticals — including the GLP-1 drugs —account for roughly 35% of the company's earnings.
Persons: Brian Krawez, Scharf, Mounjaro, Krawez, CNBC's, McKesson, It's, —, Christina Cheddar Berk, Julie Coleman Organizations: Scharf Investments, CNBC, Novo Nordisk, Walmart, Unilever, Unilever isn't Locations: GLP, U.S
☆ There's a big decoupling between earnings growth and market performance: Scharf Investments
  + stars: | 2023-07-24 | 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's a big decoupling between earnings growth and market performance: Scharf InvestmentsBrian Krawez of President of Scharf Investments talks about the exuberance in the markets, and why the S&P 500 continues to rise this year despite a projected decline in earnings growth.
Persons: Scharf, Brian Krawez Organizations: Scharf Investments
☆ Oracle hits record after 50% surge in 2023, defying tech struggles
  + stars: | 2023-06-14 | by ( Jordan Novet | ) www.cnbc.com   time to read: +7 min
Larry Ellison, Oracle's chairman and technology chief, speaks at the Oracle OpenWorld conference in San Francisco on September 16, 2019. For years, the database software developer lagged behind tech rivals in building cloud technology that met the demands of the modern-day enterprise. The shares are up over 50% in 2023, which would mark the best year for shareholders since the dot-com boom of 1999. Oracle got its latest boost this week after reporting stronger-than-expected earnings and revenue, prompting nods of approval from analysts. On Oracle's earnings call this week, CEO Safra Catz took a minute to express gratitude to the company's customers and employees.
Persons: Larry Ellison, Justin Sullivan, Larry Ellison's, Goldman Sachs, Ellison, Bill Gates, Let's, it's, Eric Lynch, Scharf, Salesforce, Kash Rangan, Oracle, Lynch, Safra Catz, Catz, Jefferies, Brent Thill Organizations: Oracle, Getty, Nvidia, Bloomberg, Microsoft, Scharf Investments, Google, Goldman, Amazon Web Services, Monday, Exxon Mobil, Pfizer Locations: San Francisco, TikTok, Cohere, IaaS, NetSuite, Los Gatos , California, Silicon Valley, A.I
☆ Investor warns it's 'looking a lot like the tech bubble' and names 3 cheap stocks to buy outside it
  + stars: | 2023-04-27 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
The S & P 500 is "supported" by just seven mega-cap tech stocks right now — and it's starting to look a lot like the 1990s tech bubble, one analyst told CNBC on Wednesday. "The S & P 500 [is being] supported by a few expensive mega cap techs," said Eric Lynch, managing director of Scharf Investments. Seven companies — Apple , Microsoft , Nvidia , Meta , Tesla , Amazon and Alphabet — account for 95% of the S & P 500's total return in the first quarter, he noted. "To us this looks a lot like the tech bubble in 1990s when tech gave the world massive outperformance over value, over mid cap small caps, international stocks," he told CNBC's " Street Signs Asia. " Stock picks Lynch named three stocks he said are cheap right now.
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