Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Winthrop Capital Management"


12 mentions found


One investor says growth stocks still offer opportunities — but it's time to get selective. "Growth stocks will continue to outperform value stocks, generally speaking. Growth stocks are expected to grow rapidly, but do not pay out dividends and are often often more expensive than so-called value stocks. When considering which stocks to buy, Coons stressed the importance of valuations. "I would stay away from growth stocks outperforming because of story and invest in those with real revenue and earnings growth."
Persons: Adam Coons, Coons, PayPal Holdings Coons, " Coons, Moody's Organizations: Winthrop Capital Management, CNBC Pro, PayPal Holdings, PayPal, C Technologies, SS Locations: Coons
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLooking for the right time to get back into Chinese tech like Alibaba, Tencent: Portfolio ManagerAdam Coons of Winthrop Capital Management says the cheap valuations of some Chinese tech companies cannot be ignored, and investors should look to go overweight China in an emerging markets portfolio.
Persons: Adam Coons Organizations: Winthrop Capital Management Locations: China
Tech giant Meta seems to be going through an "identity crisis" of sorts, making the stock "uninvestable" right now, according to Adam Coons, chief portfolio manager at Winthrop Capital Management. Reports indicate that it has plans to roll out a generative AI-powered chatbot with multiple personas that will rival ChatGPT. META mountain 2022-09-25 Meta price chart American investment bank Citi has named Meta as its "top-pick across the internet sector," giving it a buy rating at a price target of $385 — giving it over 30% upside from its Sept. 21 close. Elsewhere, Baird Equity Research has an outperform rating on Meta at a target price of $355, giving it an around 18% upside from its Sept. 22 close. However, even given Meta's new launches and opportunities in ad revenue, Winthrop Capital's Coons is skeptical of how long this will go on "until Mark Zuckerberg changes his mind."
Persons: Adam Coons, , CNBC's, ChatGPT, Coons, , Baird, Meta's, Winthrop Capital's Coons, Mark Zuckerberg, — CNBC's Michael Bloom Organizations: Winthrop Capital Management, Facebook, Citi, Baird Equity Research, Meta, Reality Labs, Apple Vision
One-year Treasury note yields are about a percentage point higher than those on 10-year bonds. That has meant global investors can avoid the relatively less liquid, longer-tenure bonds just for the sake of extra yield and premium. LSEG Lipper data shows U.S. short-term bond funds have outperformed this year, delivering a gain of 2.2% in price terms compared with an average 2.1% dip in long-term bond funds. Most analysts expect short-term bond funds to continue to lure more money in the months ahead. "We are anchoring portfolios with the higher yielding short-term bonds.
Persons: Dado Ruvic, Adam Coons, SPDR, MATURITIES, Matt Dmytryszyn, Jeff Klingelhofer, Klingelhofer, Winthrop's Coons, Patturaja Murugaboopathy, Gaurav Dogra, Vidya Ranganathan Organizations: REUTERS, Morningstar, Treasury, Reuters, Winthrop Capital Management, Federal Reserve, SPDR Bloomberg, Thornburg Investment Management, Thomson Locations: Telemus, Bengaluru
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta has an ‘identity crisis' and looks to us as 'un-investable': Portfolio managerAdam Coons of Winthrop Capital Management questions Meta's business model and says that he needs "more proof" before investing back in the stock.
Persons: Adam Coons Organizations: Meta, Winthrop Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta's 'identity crisis' is making it uninvestable right now, says chief portfolio managerAdam Coons, chief portfolio manager at Winthrop Capital Management, believes that the multiple rounds of restructuring at Meta are making it hard for investors to understand what it is going to be.
Persons: Adam Coons Organizations: Winthrop Capital Management, Meta
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're struggling to justify Apple's current valuations, says investment advisory firmAdam Coons of Winthrop Capital Management explains why he thinks Apple's stock is overvalued.
Persons: Adam Coons Organizations: Winthrop Capital Management
But only a few stocks — namely mega-cap tech — are responsible for most of the gains , according to analysts. Some analysts, however, believe some parts of the markets are still worth buying. Stock picks In fact, some analysts and portfolio managers recently named stocks that are still cheap, including some in the tech sector. "What's not cheap — our growth stocks and tech stocks and they've had a massive rally here … And those stocks are trading at multiples of in excess of 30 times earnings," he told CNBC's "Street Signs Asia" last week. Look at what's out of favor — value stocks, and particularly cyclical stocks."
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCoons: Stress in commercial real estate could cause liquidity issues across other marketsWinthrop Capital Management's Adam Coons discusses the new quarter for the markets.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo market watchers discuss big tech, equity allocation, and the outlook for interest ratesSanctuary Wealth's Mary Ann Bartels and Winthrop Capital Management's Adam Coons discuss the markets after a busy week of earnings and economic data.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHahn: The current yield curves are a great buying opportunity for fixed income investorsGreg Hahn, Chief Investment Officer at Winthrop Capital Management, joins Worldwide Exchange to discuss his investment strategy.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket and Fed watchers say higher interest rates mean a shift in valuations for equities and fixed incomeGreg Hahn of Winthrop Capital Management and Alfredo Romero of North Carolina A&T University discuss the Fed's latest rate hike and whether its pledge to keep on its current path of tightening policy will tip the economy into recession.
Total: 12