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☆ These stocks are well-liked by analysts and can protect your portfolio in times of sell-off
▼ + stars: | 2024-04-25 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

While a market correction can be bad for a portfolio, CNBC Pro has some ideas for how to weather a downturn. The average analyst surveyed by LSEG also has a buy rating with an upside showing shares can rally about 18% in the next year. In addition to having a buy rating, the typical analyst polled by LSEG anticipates shares climbing nearly 21%. It also has the second-highest earnings per share growth rate at nearly 265%. But the average analyst has a buy rating on the stock with a price target suggesting shares can jump nearly 16%, per LSEG.

Persons: catalyzing, Ventas, LSEG, Steve Sakwa, Sakwa Organizations: CNBC Pro, Gross, Dow Jones Industrial, Nasdaq, Resorts

☆ 'Nearing exhaustion': Top strategists warn that weaker consumer spending could cause US stocks to run out of steam — but 22 investments can thrive during a market reversal
▼ + stars: | 2024-03-16 | by ( James Faris | ) www.businessinsider.com time to read: +10 min

Eight economists, investment chiefs, and strategists that Business Insider recently spoke to credited healthier-than-anticipated consumer balance sheets and spending for the continued expansion. "Either that, or they're going to be maxed out — they can't get any more money. They're not going to have any liquidity to be able to continue to do the things they're going to do." He's also sticking with defensive stocks as consumer spending softens, including those in the consumer staples sector like Clorox (CLX) and Procter & Gamble (PG). Real estate is a "hated asset class" that's negatively correlated with interest rates, Sekera said.

Persons: shouldn't, Kevin Gordon, Charles Schwab, they're, Sue Crotty, Ed Clissold, Ned Davis, Clark Bellin, Bellin, David Rosenberg, They're, Rob Swanke, Swanke, Preston Caldwell, Morningstar's, Dave Sekera, Sekera, Christopher Barto, Gordon, Clissold, He's, Morningstar's Sekera, Crotty, Segal Marco Advisors, She's, Barto, that's Organizations: Business, Consumers, Segal Marco, Ned, Ned Davis Research, Commonwealth Financial Network, Nasdaq, Morningstar, Fort Pitt Capital Group, Procter, Gamble, Federal Reserve, Exxon, APA Corp, Duke Energy, Segal, Energy, Healthcare Locations: Devon, Real, NiSource

☆ 'Opportune time to invest in real estate': Pros name 5 REITs to buy right now
▼ + stars: | 2024-02-21 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

Mounting inflation and interest rates have put significant pressure on several sectors — especially real estate. He suggests that investors look to have 10% of their portfolio exposed to "real estate in some form, as a good rule of thumb." "That exposure can come from REITs [real estate investment trusts] or direct ownership, or other real estate investments if you are a large investor. Rick Romano, Head of Global Real Estate Securities at PGIM Real Estate, agrees, saying that REITs offer investors "a unique and fantastic" opportunity to invest across geographies and segments right now. "It's an area that we see some of the best growth rates within the real estate space," he added.

Persons: Kevin Brown, Brown, Rick Romano, PGIM's Romano, Morningstar's Brown Organizations: Morningstar, CNBC Pro, Global Real Estate Securities, Fund Locations: U.S, Canada

☆ This income-paying asset could be poised to rise in 2024 as interest rates cool
▼ + stars: | 2024-01-02 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +6 min

With interest rates expected to come down in 2024, real estate — a sector beloved for its steady income payments — could see upside in the new year. "When rates are low, a lot of income-oriented investors see that REIT dividend as very attractive, and they are willing to take the risks associated with equity investment to have this dividend payment." Jefferies is neutral on the office REIT sector but has raised its rating on Boston Properties to buy from hold. The senior housing occupancy rate was 84.4% in the third quarter of 2023, according to the National Investment Center for Seniors Housing & Care . That's up more than 6 percentage points from the pandemic low of 77.8%, but it's still off from the pre-pandemic occupancy rate of 87.1%.

Persons: REITs, Kevin Brown, Jefferies, Peter Abramowitz, Morningstar's Brown, it's, Brown, JPMorgan's Anthony Paolone, Ventas, — CNBC's Michael Bloom, Chris Hayes Organizations: Federal Reserve, Treasury, Boston Properties, Boston, National Investment Center, Seniors Housing & Care, Realty Locations: U.S, Boston, Friday's

☆ Cramer's Lightning Round: Cisco is a buy
▼ + stars: | 2023-11-07 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Clorox's year-to-date stock performance. Stock Chart Icon Stock chart icon AGNC's year-to-date stock performance. Stock Chart Icon Stock chart icon Cisco's year-to-date stock performance. Stock Chart Icon Stock chart icon Johnson & Johnson's year-to-date stock performance. Stock Chart Icon Stock chart icon Ventas' year-to-date stock performance.

Persons: Linda Rendle, AGNC, it's, Johnson, Ventas Organizations: Cisco

☆ Lightning Round: I would own Clorox, says Jim Cramer
▼ + stars: | 2023-11-07 | by ( Jim Cramer | ) 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 EmailLightning Round: I would own Clorox, says Jim Cramer'Mad Money' host Jim Cramer weighs in on stocks including: Clorox, AGNC, Cisco, Johnson and Johnson and Ventas.

Persons: Jim Cramer, Johnson Organizations: Cisco, Johnson

☆ Buy these 12 high-quality stocks that are up to 42% below their fair market value as Fed rate hikes begin to hit the economy hard, according to Morningstar's chief strategist and economist
▼ + stars: | 2023-11-01 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

The firm estimates fair value based on its projection of a company's future cash flows and the predictability of those flows. The best opportunities are now in value stocks that are trading at about a 22% discount to fair value, Sekara noted. Currently, the real estate sector is the most undervalued sector, with REITs trading at a 26% discount to fair value, Sekara said. Finally, American Tower (AMT), which owns and operates wireless and broadcast communications infrastructure, trades at a 24% discount to fair value. Two other five-star stocks that remain significantly undervalued are AT&T and Verizon, trading at a 35% discount to fair value.

Persons: Morningstar's Preston Caldwell, Caldwell, Dave Sekara, Sekara, Wells Organizations: Treasury, Morningstar, Simon Property Group, Realty Trust, Communications, Verizon, Citigroup, PNC, US Bank

☆ Land & Buildings Seeks Board Changes at Ventas—Again
▼ + stars: | 2023-09-11 | by ( Lauren Thomas | ) www.wsj.com time to read: 1 min

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/business/deals/land-buildings-seeks-board-changes-at-ventasagain-c5921b49

Persons: Dow Jones

☆ Ventas CEO Debra Cafaro on rising interest rates, senior housing supply and demand
▼ + stars: | 2023-09-06 | 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 EmailVentas CEO Debra Cafaro on rising interest rates, senior housing supply and demandDebra Cafaro, Ventas CEO, joins 'The Exchange' to discuss senior housing demand as 'Baby Boomers' retire.

Persons: Debra Cafaro, Boomers

☆ Elon Musk cambia el logotipo de Twitter a una X
▼ + stars: | 2023-07-24 | by ( Noam Scheiber | Ryan Mac | ) www.nytimes.com time to read: +2 min

Ahora enfrenta a un competidor bien financiado en Threads, el servicio similar a Twitter recientemente presentado por Meta, la compañía que es dueña de Facebook. Musk ha tenido una larga afinidad por la letra X. Es el autor de The Escape Artists. Más sobre Noam ScheiberRyan Mac es un reportero de tecnología enfocado en la responsabilidad corporativa en la industria tecnológica mundial. Ganó un premio George Polk en 2020 por su cobertura sobre Facebook y vive en Los Ángeles.

☆ The demand for senior housing is about to explode. These stocks will reap the benefits
▼ + stars: | 2023-06-27 | by ( Michelle Fox | ) www.cnbc.com time to read: +9 min

The rapidly aging population is expected to be a boon for senior housing. About 50% of those in assisted living facilities, for example, are aged 85 and older, while 31% are between 75 and 84 years old, according to the National Center for Assisted Living . Bumpy road but 'attractive valuation' ahead Right now, senior housing is seeing favorable demographics, as well as improving fundamentals and margins, said NIC's Clapp. There's a point where for each incremental bed added in senior housing, you might not need another worker in the building, he explained. Other names tied to the trend include Ensign and Omega Healthcare Investors , which both provide skilled nursing and senior living services, as well as Brookdale Senior Living , an operator of senior living communities with just a $755 million market cap.

Persons: Wells, Connor Siversky, Welltower, Ventas, Raymond James, Jonathan Hughes, You've, they've, Caroline Clapp, Greg Kuhl, Janus Henderson, We've, we've, Kuhl, Siversky, NIC's Clapp, Clapp, there's, Stocks, Janus Henderson's Kuhl, that's, Hughes, CNBC's Michael Bloom Organizations: . Census, National Center for, National Investment Center, Seniors Housing, Care, U.S . Census Bureau, NIC, Investors, Estate Fund, Omega Healthcare Investors Locations: U.S, NOI

☆ This beaten-down sector could be a bright spot in commercial real estate
▼ + stars: | 2023-06-06 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +6 min

As the market reassesses the value of office properties, investors have been steering clear of many commercial real estate stocks. Greg Kuhl, a portfolio manager at Janus Henderson, said he likes the outlook for Alexandria Real Estate Equities , a pure-play owner of life sciences centers. Malhotra said he sees lab REITs as a "lower-beta way to play the volatile Life Sciences environment." But each of these companies are more broadly diversified and have exposure to other types of commercial real estate. Kilroy, for example, had been focused in properties in the tech hubs, but it now has a growing life sciences portfolio.

Persons: Greg Kuhl, Janus Henderson, Kuhl, hasn't, Vikram Malhotra, Mizuho, Malhotra, Healthpeak's, Kilroy Organizations: Alexandria Real, stoke, Food and Drug Administration, Research, Biotech, Sciences, iShares Biotechnology, Boston Properties, Kilroy Locations: Alexandria, Ventas

☆ As earnings season winds down, investors turn to Tuesday's debt ceiling meeting
▼ + stars: | 2023-05-06 | by ( Zev Fima | ) www.cnbc.com time to read: +12 min

With only a small fraction of the S & P 500 left to report quarterly earnings, investors are now turning their focus to another major hurdle for the markets and economy: the debt ceiling crisis. Earlier this week, we looked back to debt limit crisis of 2011 for potential lessons. The protracted fight ultimately ended in an agreement in early August of that year, but it was a choppy summertime ride for investors. Within the portfolio, Wynn Resorts will report Tuesday, after the closing bell, and Disney will report on Wednesday, after the closing bell. Estee Lauder (EL) and Emerson Electric (EMR) reported earnings before the opening bell.

☆ Regional bank stocks could be a market afterthought in the week ahead
▼ + stars: | 2023-05-05 | by ( Scott Schnipper | ) www.cnbc.com time to read: +7 min

For the immediate economic and earnings and growth outlook, it almost seems irrelevant whether regional bank stocks rally, steady or sell off more next week. Regional banks were top of mind for investors this past week, as First Republic failed , the SPDR S & P Regional Banking ETF tumbled more than 10% — twice the five-day loss in the S & P 500 Energy Index, the hardest hit S & P sector — and lenders such as PacWest Bancorp and Western Alliance Bancorp lost billions in market value. And, for all that, the S & P 500 only fell about 0.75% this week. Now the conventional wisdom on Wall Street is that regardless of how the regional bank stocks trade, it's a given that bank lending officers are going to pull in their horns and risk management desks will grow more risk averse. But stocks still face a host of issues, none of which are going away next week.

☆ Stocks making the biggest moves midday: Bed Bath & Beyond, Digital World Acquisition, Nikola and more
▼ + stars: | 2023-03-31 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

An exterior view of a Bed Bath & Beyond store on February 7, 2023 in Clifton, New Jersey. Digital World Acquisition — Shares of the SPAC linked to former President Donald Trump advanced 6.3%. Nikola — Nikola shares sank 11% after the electric-truck maker announced plans for a $100 million secondary stock offering priced 20% below Thursday's close. Regional banks — Shares of closely followed regional bank stocks advanced, with the SPDR S&P Regional Banking ETF (KRE) up 0.8%. elf Beauty — The cosmetic company's stock gained 5.2%, reaching a 52-week high.

☆ Ventas CEO Debra Cafaro
▼ + stars: | 2023-03-07 | 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 EmailVentas CEO Debra CafaroFor Women's Heritage Month, Ventas CEO Debra A. Cafaro talks about being fearless and confident when it comes to running her $20B health care REIT. Cafaro is one of the longest-serving female CEOS in the S&P 500.

☆ Rising rates hurt these stocks. They could benefit now if the Fed dials back inflation fight
▼ + stars: | 2022-12-14 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Bank of America recently screened for S & P 500 stocks with the lowest nominal interest rate betas, meaning they are hurt by rising nominal interest rates. Take-Two Interactive Software , which has a nominal interest rate beta of -7.6, has lost more than 40% this year. It has lost about 9% year to date and has a nominal interest rate beta of -6.3. REITs overall have been hit this year by rising interest rates, since investors who have them for their high dividend yields may ditch the assets for risk-free Treasurys. Meanwhile, Chipotle Mexican Grill has a nominal interest rate beta of -5.8 and has lost more than 11% so far this year.

☆ Morning Bid: Slower, higher, longer
▼ + stars: | 2022-11-03 | by ( ) www.reuters.com time to read: +3 min

A look at the day ahead in U.S. and global markets from Mike Dolan. U.S. Treasury yields are on the rise again as Fed rate futures now expect a terminal rate as high as 5.15% by May, with pricing for end-2023 rates just shy of 5% too - half a point higher than where futures had priced the terminal rate just one month ago. European Central Bank President Christine Lagarde said the ECB must be "attentive" to Fed policy decisions as it influences global markets - but it cannot just mirror moves in Washington. In banking, Morgan Stanley is expected to start a new round of layoffs around the world over the coming weeks. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.

☆ Cramer's lightning round: BlackBerry is not a buy
▼ + stars: | 2022-10-10 | by ( Krystal Hur | ) www.cnbc.com time to read: 1 min

Loading chart...Moody's Corp : "They're such a good company, but there's been so little issuance for them to rate to begin with." Loading chart...BlackBerry : "I've been against them the whole way down. They're losing money." Loading chart...Novavax Inc : "I've been saying, 'sell this stock,' the whole way down. Loading chart...Healthpeak Properties Inc : "It just simply isn't as good as Ventas ."

☆ REITs are suffering big time as rates rise, but there's opportunity in the carnage
▼ + stars: | 2022-10-07 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

Their underperformance this year can be pinned to rising interest rates, since investors who have REITS for their high dividend yields may dump the assets for risk-free Treasurys. While he had reduced his firm's exposure to REITs due to rising interest rate fears, he's now thinking about increasing that exposure. REITs typically make up 5% to 10% of his firm's 10-year plus portfolio portfolio, with the exposure currently at the lower end of that range. In this environment, companies that are less sensitive to rising interest rates should outperform, said Morningstar's Brown. "They should be less sensitive overall to interest rates movements given that most investors are not in hotel names for the dividend," Brown said.

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