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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWein: A lot of cash is on the sidelines, and some of that could flow to small capsJosh Wein of Hennessy Funds makes the argument for small and mid-cap stocks, which have lagged the broader market for some time.
Persons: Wein, Josh Wein, Hennessy Organizations: Hennessy Funds
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe markets are getting it right when it comes to future rate cuts, says Josh WeinJosh Wein, Portfolio Manager at Hennessy Funds, discusses the markets, the outlook for rate cuts, and inflation trends.
Persons: Josh Wein Josh Wein Organizations: Funds
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWein: Until the next Fed decision, the markets won't have any convictionJosh Wein, Portfolio Manager at Hennessy Funds, discusses earnings season, stocks during August, and global growth drivers.
Persons: Wein, Josh Wein Organizations: Funds
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWein: The markets appear to be taking negative and mediocre news in strideJosh Wein of Hennessy Funds says market volatility has been rather subdued in the weeks since the banking crisis, and when it returns, it's likely to be on the upside.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWein: The next few years will be about earnings instead of the FedJosh Wein of Hennessy Funds makes a bullish case for the markets this year, and highlights a few stocks from the "boring" categories of materials and energy sectors.
On Wednesday, fund managers said they see value stocks continuing to outperform into 2023. Judging by their MSCI All-Country World Indexes, value stocks outperformed growth by the widest margin since 2001 in the year through September 30, according to GMO. Stocks that are cheaper relative to their fundamentals will remain strong performers in 2023, according to Ryan Kelley and Josh Wein. Even though energy stocks have experienced a sustained rally in the past few months, Kelley said that the sector still has more upside to offer investors. Over the next 12 months, the firm expects a "very strong" outperformance for energy stocks, especially from traditional names, said Ben Cook, portfolio manager for the Hennessy energy funds.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWein: The bull case is there's light at the end of the tunnel, and bad news may be good newsJosh Wein of Hennessy Funds discusses why he's bullish on the markets, but not so much on the economy over the medium-term, and highlights a few under-the-radar smaller-cap names.
Microsoft Corp (MSFT.O) posted its lowest sales growth in five years and forecast second-quarter revenue below Wall Street estimates, while Alphabet (GOOGL.O) reported downbeat ad sales and warned of a slowdown in advertising spending. Shares of ad revenue dependent social media firms Meta Platforms (META.O) fell 4.4%, while Pinterest (PINS.N) dropped 3.9%. ET, Dow e-minis were down 70 points, or 0.22%, S&P 500 e-minis were down 31.75 points, or 0.82%, and Nasdaq 100 e-minis were down 213.5 points, or 1.82%. Kraft Heinz Co (KHC.O) gained 2.5% after the packaged food maker beat third-quarter sales estimates, helped by higher product prices. Reporting by Amruta Khandekar and Shreyashi Sanyal in Bengaluru; Editing by Saumyadeb Chakrabarty and Arun KoyyurOur Standards: The Thomson Reuters Trust Principles.
Shares of both companies fell about 7.5% each, dragging down Amazon.com (AMZN.O) and Apple (AAPL.O), which are scheduled to report results later this week. Shares of ad revenue dependent social media firms Meta Platforms (META.O) fell 3.4%, while Pinterest (PINS.N) dropped 1%. Visa Inc (V.N) jumped 5%, boosting the Dow, after the payments processor topped quarterly profit estimates on strong travel demand. Advancing issues outnumbered decliners by a 2.05-to-1 ratio on the NYSE and by a 1.87-to-1 ratio on the Nasdaq. The S&P index recorded 19 new 52-week highs and two new lows, while the Nasdaq recorded 45 new highs and 24 new lows.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo investment managers give their thoughts on the health of the global economyPeter Boockvar, Chief Investment Officer at Bleakley Financial Group, and Josh Wein, Portfolio Manager at Hennessy Funds, join Worldwide Exchange to discuss the markets on the heels of JPMorgan Chase CEO Jamie Dimon's comments about the economy.
Они еще до начала нашей эры начали добавлять в красное вино кардамон, корицу и гвоздику. А чтобы сделать обычный день особенным, мы предлагаем вам самые разные рецепты этого напитка. Добавить красное сухое вино. Яблочный глинтвейн (на 2 порции)# Вино красное сухое — 150 мл# Чай крепкий черный — 150 мл# Апельсиновый сок свежевыжатый — 50 мл# Ром темный — 40 мл# Сахар — 2 ст. ложки# Яблоко (армотное) — 0,5 штук# Лимон — 2 кружочка# Корица — 1 палочка# Бадьян (анис) — 1 звездочка# Гвоздика — 2 штукиЛимоны и яблоки режем произвольно.
Persons: Ваниль Organizations: # Гвоздика штукиЛимоны Locations: Северная, Центральная Европа
Pentru al cincilea an la rând, Andrei Cibotaru de la FineWine face un top 10 al celor mai bune vinuri ale anului. Este vorba de vinuri care au fost lansate în acest an (a nu se confunda cu roada anului 2020). Linia include mai multe spumante de calitate, produse după metoda Charmat, dar și vinuri liniștite. Cupaj de Cabernet Sauvignon și Pinot Noir (50:50 %), doar 2.5 g/dm3 de zahăr natural și doar 12.0 % vol. Crama Equinox produce doar vinuri din strugurii proprii, iar Echinoctius adună în sine doar ce-i mai bun.
Persons: Andrei Cibotaru, Andrei, Aurelius, Aurelius Winery Aurelius, ., Arcadie Foșnea, Autorul, Cantemir, Prisăcaru, Seguin Moreau, Ștefan Vodă, Oleg Boboc, Gogu Winery, Gogu, Berliner, Negru, Constantin Stratan Organizations: Blanca, International Wine & Barrel, Bar Locations: FineWine, Moldova, Leova, Crama Mircești, Mircești, Republica Moldova, Mosel, Minis, Haragîș, Bugeac, Olănești, american, California, Oregon, Căușeni, Neagră, Negru de Purcari, Purcari, degustat, Republicii Moldova, Bruxelles, Equinox
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