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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSnap stock soars following beat on revenue, earnings and daily active usersCNBC's Julia Boorstin, Nicole Webb, Wealth Enhancement Group SVP, and Kevin Mahn, Hennion & Walsh Asset Management president & CIO, joins 'Closing Bell Overtime' to talk Snap, Alphabet, Intel and Microsoft earnings.
Persons: Julia Boorstin, Nicole Webb, Kevin Mahn Organizations: Wealth, Hennion, Walsh Asset, Intel, Microsoft
Alphabet shares jump 12% on earnings beat, first-ever dividend
  + stars: | 2024-04-25 | 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 EmailAlphabet shares jump 12% on earnings beat, first-ever dividendCNBC's Deidra Bosa, Nicole Webb, Wealth Enhancement Group SVP, and Kevin Mahn, Hennion & Walsh Asset Management president & CIO, joins 'Closing Bell Overtime' to talk Alphabet and Intel earnings.
Persons: Bosa, Nicole Webb, Kevin Mahn Organizations: Wealth, Hennion, Walsh Asset
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBreadth of the market rally is expanding: Hennion & Walsh's Kevin MahnKevin Mahn, Hennion & Walsh Asset Management president and CIO, joins 'Power Lunch' to discuss how the market can widen by the Fed dropping rates.
Persons: Kevin Mahn Kevin Mahn Organizations: Hennion, Walsh Asset Management
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI to create even more investment opportunities at better evaluations: Hennion & Walsh's Kevin MahnKevin Mahn, Hennion & Walsh Asset Management president, joins 'The Exchange' to discuss Nvidia's big win, the AI boom and his market outlook.
Persons: Kevin Mahn Kevin Mahn Organizations: Hennion, Walsh Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Hennion & Walsh Asset Management's Kevin MahnKevin Mahn, Hennion & Walsh Asset Management president, joins 'The Exchange' to discuss Nvidia's big win, the AI boom, the Fed and his market outlook.
Persons: Kevin Mahn Kevin Mahn Organizations: Hennion, Walsh, Walsh Asset Management, Fed
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWalmart is well-positioned to withstand an economic slowdown, says Hennion's Kevin MahnKevin Mahn, Hennion and Walsh Asset Management, joins 'Power Lunch' to discuss stocks taking a breather from the recent rally and where he sees the market going from here.
Persons: Kevin Mahn Kevin Mahn Organizations: Walmart, Walsh Asset Management Locations: Hennion
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDefense spending likely to increase with GOP House Speaker vote, says Hennion & Walsh's Kevin MahnPeter Andersen, chief investment officer at Andersen Capital Management, and Kevin Mahn, Hennion & Walsh Asset Management president and CIO, join 'Power Lunch' to discuss the House Speaker election and what it means for the markets.
Persons: Kevin Mahn Peter Andersen, Kevin Mahn Organizations: Email Defense, GOP, Andersen Capital Management, Hennion, Walsh Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should position to be more defensive over next 6-9 months: Hennion & Walsh’s Kevin MahnKevin Mahn, Hennion & Walsh Asset Management president and CIO, joins 'Squawk Box' to discuss the latest market trends, the impact of September PPI data on the Fed's inflation fight, and more.
Persons: Kevin Mahn Kevin Mahn Organizations: Hennion, Walsh Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed raising rates by just 25 basis points could push us into recession, says Kevin MahnKevin Mahn, president and CIO of Hennon and Walsh Asset Management, and Brian Jacobsen, Annex Wealth Management chief economist, join ‘Power Lunch’ to discuss the impact of the Fed’s decision.
Persons: Kevin Mahn Kevin Mahn, Brian Jacobsen Organizations: Fed, Hennon, Walsh Asset Management, Wealth Management
The nVIDIA booth is shown at the E3 2017 Electronic Entertainment Expo in Los Angeles, California, U.S. June 13, 2017. Chip stocks soared to start the year, with the Philadelphia SE Semiconductor index (.SOX) rising over 50% through July. With "some of the names that really have catapulted to the top, now you are starting to question valuations,” Mahn said. Of course, many chip stocks are sitting on substantial gains for the year and this month may only be a temporary setback. “I do believe there are opportunities in semiconductor stocks going forward," Mahn said.
Persons: Mike Blake, , Lip, LSEG Datastream, Kevin Mahn, ” Mahn, Taiwan's, chipmaker, Mahn, Lewis Krauskopf, Ira Iosebashvili, Andrea Ricci Organizations: nVIDIA, REUTERS, Nvidia, Philadelphia, Semiconductor, Wealth Management, Hennion, Walsh Asset Management, Reuters, Federal Reserve, Lam Research, Applied, KLA Corp, Arm Holdings, Devices, Broadcom, Thomson Locations: Los Angeles , California, U.S, United States, China, Washington
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere is a day of reckoning coming for the US economy, says Hennion & Walsh's Kevin MahnKevin Mahn, Hennion & Walsh Asset Management president and CIO, joins 'Power Lunch' to discuss how interest rate hikes are impacting credit lending, the market response to Fitch's rating adjustment, and more.
Persons: Kevin Mahn Kevin Mahn Organizations: Hennion, Walsh Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should do their due diligence before investing in A.I., says Hennion & Walsh's Kevin MahnKevin Mahn, Hennion & Walsh Asset Management president and CIO, joins 'The Exchange' to discuss diversifying investments overseas, wariness about future Fed rate hikes, and international A.I.
Persons: Kevin Mahn Kevin Mahn Organizations: Hennion, Walsh Asset Management Locations: A.I
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed will cut rates 'early next year' if we hit a recession, says Hennion & Walsh's Kevin MahnKevin Mahn, Hennion & Walsh Asset Management president and CIO, joins 'Squawk Box' to discuss recent market trends, with the longest bear market in decades coming to a close, future market outlook, and more.
Persons: Kevin Mahn Kevin Mahn Organizations: Hennion, Walsh Asset Management
The benchmark S&P 500 (.SPX) has risen 11.5% this year and stands at a 10-month high. The S&P 500 rose 1.45%. The recent surge in Nvidia showed how a stock can keep climbing even after posting hefty gains. At the same time, only 20.3% of S&P 500 stocks have outperformed the index on a rolling three-month basis, a record low dating back five decades, according to Ned Davis. Kotok views narrowing breadth as an ominous sign for the broader stock market, saying that equities also look less favorable in certain asset valuation metrics.
Persons: Ned Davis, Peter Tuz, Jay Hatfield, ” Hatfield, , Brendan McDermid Michael Purves, Purves, Kevin Mahn, Refinitiv, , Mahn, Dow, David Kotok, Lewis Krauskopf, Ira Iosebashvili, Nick Zieminski, Diane Craft Organizations: YORK, BofA Global Research, Ned Davis Research, Chase Investment, Nvidia, Apple, Microsoft, Google, Federal Reserve, New York Stock Exchange, REUTERS, Tallbacken Capital Advisors, Nasdaq, Hennion, Walsh Asset Management, Dow Jones, Cumberland Advisors, Thomson Locations: megacap, BofA, New York City, U.S
The benchmark S&P 500 (.SPX) has risen 11% this year and stands at a 10-month high. He is overweight megacaps, including Nvidia, Microsoft and Google-parent Alphabet (GOOGL.O). The recent surge in Nvidia showed how a stock can keep climbing even after posting hefty gains. At the same time, only 20.3% of S&P 500 stocks have outperformed the index on a rolling three-month basis, a record low dating back five decades, according to Ned Davis. In one commonly used valuation metric, the S&P 500 is trading at 18.5 times forward earnings estimates compared to its historic average of 15.6 times, according to Refinitiv Datastream.
Persons: Ned Davis, Peter Tuz, Jay Hatfield, ” Hatfield, , Michael Purves, Purves, Kevin Mahn, Refinitiv, , Mahn, Dow, David Kotok, Lewis Krauskopf, Ira Iosebashvili, Nick Zieminski Organizations: YORK, BofA Global Research, Ned Davis Research, Chase Investment, Nvidia, Apple, Microsoft, Google, Tallbacken Capital Advisors, Nasdaq, Hennion, Walsh Asset Management, Dow Jones, Cumberland Advisors, Thomson Locations: megacap, BofA
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Nationwide's Kathy Bostjancic and Hennion & Walsh's Kevin MahnKathy Bostjancic, chief economist at Nationwide Mutual, and Kevin Mahn, Hennion & Walsh Asset Management president and CIO, join 'The Exchange' to discuss the recent banking crisis and stocks with resilience in recession conditions.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTight lending standards will impact credit availability, says Nationwide's Kathy BostjancicKathy Bostjancic, chief economist at Nationwide Mutual, and Kevin Mahn, Hennion & Walsh Asset Management president and CIO, join 'The Exchange' to discuss the recent banking crisis and stocks with resilience in recession conditions.
Fed may be done with rate hikes this cycle, says Kevin Mahn
  + stars: | 2023-04-05 | 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 EmailFed may be done with rate hikes this cycle, says Kevin MahnKevin Mahn, Hennion and Walsh Asset Management president and CIO, joins 'Squawk Box' to discuss why the economy will only go into a shallow recession, which sectors will drive the markets higher post-cycle and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Hennion & Walsh’s Kevin MahnKevin Mahn, Hennion & Walsh Asset Management president and CIO, joins ‘The Exchange’ to discuss the sectors that could be this year's top performers and why he favors tech.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBetter days ahead for the market but not necessarily the economy in 2023, says Hennion & Walsh's MahnKevin Mahn, Hennion and Walsh Asset Management president and CIO, joins ‘The Exchange’ to discuss sectors that could have a good year and why he favors tech.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Joanne Feeney and Kevin Mahn on CPI data hitting marketsJoanne Feeney, partner and portfolio manager at Advisors Capital Management and Kevin Mahn, president and chief investment officer of Hennion And Walsh Asset Management, join 'Squawk Box' to discuss yesterday's CPI number, Fed rte expectations, and investment opportunities in bonds.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEconomy faces persistent challenge from labor shortage, says Advisors Capital Management's JoAnne FeeneyJoAnne Feeney, partner and portfolio manager at Advisors Capital Management and Kevin Mahn, president and chief investment officer of Hennion And Walsh Asset Management, join 'Squawk Box' to discuss yesterday's CPI number, Fed expectations, and investment opportunities in bonds.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI do believe better days are ahead for the markets in 2023, says Hennion & Walsh's Kevin MahnKevin Mahn, Hennion & Walsh Asset Management, joins 'Power Lunch' to discuss why he believes the worst is behind us and why he likes the markets now.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKevin Mahn explains why he's not betting on a 'Santa Claus rally'Kevin Mahn, president and chief investment officer at Hennion and Walsh Asset Management, joins CNBC's 'Squawk Box' to discuss markets ahead of the open
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with RegentAltantic's Andy Kapyrin and Hennion & Walsh's Kevin MahnAndy Kapyrin, RegentAtlantic co-CIO, and Kevin Mahn, Hennion & Walsh Asset Management CIO, join 'The Exchange' to discuss what Kapyrin is saying to clients right now, the case for alternative investments and more.
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