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☆ History says these 30 controversial stocks are likely to outperform, according to UBS
▼ + stars: | 2024-03-13 | by ( James Faris | ) www.businessinsider.com time to read: +1 min

Companies that Wall Street analysts disagree about tend to outperform over time. Here are 30 stocks that analysts are split about right now, according to UBS. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Groupthink is prevalent everywhere, including on Wall Street. This story is available exclusively to Business Insider subscribers.

Persons: — Organizations: Companies, Wall, UBS, NEW, Service, Business

BANGKOK (AP) — Asian shares were mixed on Monday, with most regional markets closed for holidays, while U.S. futures edged lower after the S&P 500 ended last week above 5,000. Thailand's SET was up 0.1% and in Jakarta, the benchmark gained 0.6% ahead of an election to be held on Wednesday. With mainland Chinese markets closed for the week for the Lunar New Year, there was a dearth of market moving news. Photos You Should See View All 21 ImagesOn Friday, the S&P 500 rose 0.6%, finishing above 5,000 for the first time, at 5,026.61. Nvidia, Microsoft and Amazon were the three strongest forces lifting the S&P 500 after each rose by at least 1.6%.

Persons: Australia's, SET, ” Stephen Innes, Wall, they’ve, Cloudflare, it’s, Brent Organizations: Federal Reserve, Management, Nasdaq, Dow Jones, Big Tech, Nvidia, Microsoft, Amazon, Bank of America, New York Mercantile Exchange, U.S Locations: BANGKOK, India, Jakarta, United States, Japan, U.S

☆ Investors can grab yield exceeding 5% with this bond fund Morningstar calls 'one of the best'
▼ + stars: | 2023-10-03 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

The actively managed fund, which trades under the ticker FBND, has a 30-day SEC yield of 5.41%, according to Morningstar. FBND's total return year to date is -0.83%, as of Monday, according to Morningstar , which gives the fund four-stars. It has a trailing 5-year total return of 0.87%. So on a risk-adjusted basis, it's really, really strong," he added. When rates started to go up, the team bought the long end of the Treasury yield curve.

Persons: Morningstar, It's, Mike Mulach, Celso Muñoz, we've, Muñoz, Ford O'Neil, we'll Organizations: Fidelity, Bond, SEC, Morningstar, Bloomberg, Bond Funds, Muñoz, Federal National Mortgage Association, National Mortgage Association, Bank of America, Treasury, Federal Locations: outperformance

☆ Asia stocks start the week mostly lower, ahead of key data from China and India this week
▼ + stars: | 2023-09-11 | by ( Lim Hui Jie | ) www.cnbc.com time to read: +1 min

Bullish sentiment among individual investors regarding the outlook for stocks over the next six months surged to 42% in the latest week, from 33.1% last week, and the first time the measure's been above the historical average (37.5%) since early August, according to the latest American Association of Individual Investors survey. Bearish sentiment sank to 29.6%, a four-week low, vs 34.5% last week. Neutral sentiment fell to a seven-week low of 28.2% from 32.4% last week. Bullishness also climbed in the weekly Investors Intelligence poll of financial newsletter editors and advisors earlier this week, rising to 49.3% from 43.1% last week. Bearishness rose a touch, to 21.9% from 20.8%, while those in the correction camp narrowed to 28.8% from 36.1%.

Persons: Bullishness, contrarians, — Scott Schnipper Organizations: American, of, Intelligence

☆ A top-3% fund manager over the past 5 years explains how to ride momentum in markets and find under-the-radar winners overseas
▼ + stars: | 2023-08-09 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Instead of attempting to outsmart the market, Ivo Kovachev rides stocks' momentum. While many fund managers aim to buy beaten-down stocks before they rebound, Kovachev goes against the grain by riding momentum in markets. "We are humble guys — we listen to the market," Kovachev said in a recent interview with Insider. As its name suggests, Kovachev's JOHCM Emerging Markets Discovery Fund sticks to unnoticed stocks in developing international markets. Fortunately for stocks in emerging markets, Kovachev said their interest rates can finally fall as inflation declines alongside oil prices.

Persons: Ivo Kovachev, Kovachev, it's, Stephen Lew, Emery Brewer, J, he's Organizations: Market, Discovery Fund, J O Hambro Capital Management, Nvidia, Voltronic Power Technology, Ink Holdings, KPIT Technologies, Narayana Locations: Taiwan, China, Korea, India

☆ Why declaring victory over inflation too soon may be a mistake for economy
▼ + stars: | 2023-07-16 | by ( Natalie Rose Goldberg | ) www.cnbc.com time to read: +9 min

The market is fully expecting another interest rate hike from the Fed in July, after it skipped a rate hike in June. For the Fed, ideal inflation is in the target range of 2%. But he is more encouraged about the economy avoiding recession, which recent economic history said would not be possible. San Francisco Fed President Mary Daly expressed her commitment to lowering inflation even further on "Squawk on the Street" last week. "It's really too early to say that we can declare victory on inflation.

Persons: Tom Werner, Jerome Powell, Ed Yardeni, Yardeni, Paul McCulley, Tom Lee, Fundstrat, Lee, Liz Young, Roger Ferguson, Ferguson, Hugh Johnston, they've, CFOs, Milton Friedman's, Pimco, Tiffany Wilding, Wilding, Mary Daly Organizations: Federal Reserve, Market Committee, Fed, CME Fed, Yardeni, Dow Jones, Dow, PepsiCo, CNBC, Francisco Fed Locations: U.S, Georgetown

☆ Analysis: Contrarians bet U.S. energy shares will shake doldrums in 2023's second half
▼ + stars: | 2023-06-28 | by ( David Randall | ) www.reuters.com time to read: +4 min

That has hurt shares of energy companies: after soaring in 2022, the S&P 500 energy sector (.SPNY) has lost nearly 10% this year, making it the index’s worst performing sector. Most investors believe central bank interest rate hikes to fight inflation should keep a lid on global growth for the time being. Yet some are positioning for a rebound in energy shares, drawn by attractive valuations and signs the U.S. will continue to stave off an economic downturn. Stan Majcher, a portfolio manager at Hotchkis & Wiley, is among those counting on oil prices rebounding due to tight supply. “If you don’t get it, the path of least resistance is for oil prices to move much higher," he said.

Persons: Brent, David Lefkowitz, Baker Hughes, Stan Majcher, Refinitiv, Charles Lemonides, Sam Peters, David Randall, Lewis Krauskopf, Ira Iosebashvili, David Gregorio Our Organizations: YORK, UBS Wealth Management, UBS, Federal Reserve, TD Securities, . West Texas, Brent, U.S, drillers, Hotchkis, Wiley, Kosmos Energy Ltd, Bank of America Survey, Hess Corp, Occidental Petroleum Corp, ClearBridge Investments, Thomson Locations: U.S, China, Saudi Arabia

☆ Investors Are Nervous—and That Could Support Stocks
▼ + stars: | 2023-05-14 | by ( Jack Pitcher | ) www.wsj.com time to read: 1 min

Investors have a sour outlook on U.S. stocks. Contrarians say that is good news for the market. Turmoil in the banking sector has dragged fund managers’ enthusiasm for stocks to a 2023 ebb, according to Bank of America’s most recent monthly survey. The stress adds to worries including lingering inflation, higher interest rates and a slowing economy that have driven them to cut their stockholdings to their lowest levels relative to bonds since 2009.

☆ Investors Are Nervous—And That Could Support Stocks
▼ + stars: | 2023-05-13 | by ( Jack Pitcher | ) www.wsj.com time to read: 1 min

☆ Traders want to believe the Fed will hike and then pause, but there's reason to doubt that
▼ + stars: | 2023-03-22 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

When a lot of investors start to believe something, it's good to look at the "pain trade." The pain trade is the opposite: the trade that would cause the biggest pain to the most participants. The pain trade has the markets go lower on the FOMC statement and particularly during the news conference. The pain trade turns everything on its head. The pain trade therefore is that Powell will not imply a pause and the market will drop, perhaps significantly.

☆ Here's why it makes sense that stocks are rallying as rates rise and a recession approaches, and what to own because they could keep going, according to research firm Leuthold Group.
▼ + stars: | 2023-02-24 | by ( Marley Jay | ) www.businessinsider.com time to read: +3 min

Leuthold Group CIO Doug Ramsey says the "irrational" stock market rally could continue. Ramsey says that when economic indicators hit a low point, it's generally very good for stocks. It might not make a lot of sense that stocks have jumped in 2023 even as recession concerns have risen and interest rates have climbed to 15-year highs, notes Doug Ramsey, investment chief at Leuthold Group. Ramsey concedes that the moves are "irrational," but that doesn't mean there is no reason to be optimistic about stocks. He notes that a closely watched measurement of economic activity, the Conference Board's Leading Economic Index, is in a downturn.

☆ The market isn't sure how to interpret Tuesday's inflation data — listen to the 'Homestretch'
▼ + stars: | 2023-02-14 | by ( ) www.cnbc.com time to read: +7 min

SO THAT IS GOING TO GIVE US ALITTLE BIT MORE OF A PICTURE OFHOW THE ECONOMY IS DOING. AND IN TERMS OF THE STOCKS,NVIDIA CONTINUES TO OUTPERFORM,AND WE HIT IT ON EARLIER AND TOBE BIG BULLISH BANK NOTE. AND LOOK, OVERALL, A 6.6DIVIDEND STALL, WE WILL TAKE,BECAUSE IT IS ALMOST DOUBLE THANWHAT YOU CAN COLLECT OFF OF THE10-YEAR. THE 10-YEAR IS AT 7.7, AND SOYOU ARE AT 7.4 AND THAT IS ALITTLE BIT MORE RUN, BUT STILLSOLID. WE WILL TALK ABOUT THAT WITHTRIMMING QUALCOMM LOOKING TO BUYCATERPILLAR, AND POTENTIALLYSOME NEW NAMES, AND WORKING ONTHAT IN THE BULLPEN, AND THAT ISIT FOR THE "HOMESTRETCH" TODAY.

☆ Here's how to invest to take advantage of the best outlook for long-term investors since 2010, according to JPMorgan Asset Management
▼ + stars: | 2022-11-09 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

The forward outlook for investors is the best since 2010, according to JPMorgan Asset Management. This year is on pace to be the worst for stocks since 2008, but the long-term investing outlook is as promising as it's been since 2010, according to JPMorgan Asset Management (JPMAM). Both developments give long-term investors an attractive entry point. That's far lower than the 2.9% growth that the world saw from 2010 to 2020, according to JPMAM's 2021 report. How to invest for the long termInvestors should build long-term portfolios around three asset classes, according to JPMAM: stocks, bonds, and alternative assets.

☆ Here Are the Few Stock-Fund Managers Who Managed to Post Gains Over the Past Year
▼ + stars: | 2022-10-06 | by ( Suzanne Mcgee | ) www.wsj.com time to read: 1 min

The winner, James Davolos of Kinetics, doesn’t over-diversify. Many stock-fund managers can spin tales of how they triumphed over a bear market. Few, however, have encountered the kind of nightmare market they now are confronting. Only the most stubborn contrarians think that a lasting rebound has begun with the positive bounce taken in early October by U.S. stock indexes. Investors still face painful inflation, rising interest rates, nerve-racking volatility and geopolitical tensions.

☆ The individual investor is pessimistic. Here is what that means for the market
▼ + stars: | 2022-09-22 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

The percentage of investors feeling bearish about the stock market is reaching levels last seen during the Great Recession, according to a weekly survey from the American Association of Individual Investors. It's the fifth time the percentage of bearish respondents broke that 60% threshold since data began being collected in 1987. Before that, the percentage of bearish investors hit this level at two points in 1990. A high number of bearish investors, for example, means that many have already sold. The number of bears rose to 31.4% from 28.2% last week, Investors Intelligence found.

We're buying 25 shares of Microsoft (MSFT) at roughly $240 each. In addition to the oversold Oscillator, we're putting some cash to work Thursday as a counter to the poor sentiment in the market. But at a minimum, we think these indicators suggest there's a lot of negativity already priced into the market. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ Anxious investors are piling into hedge funds
▼ + stars: | 2022-09-20 | by ( Julia Horowitz | Cnn Business | ) edition.cnn.com time to read: +7 min

London (CNN Business) For years, the climate for hedge funds was tough. That's boosting interest in hedge funds, through which professional investors try to beat the market by deploying less-conventional approaches. Investors trying to capitalize on turmoil in commodity markets have done particularly well, according to Robert Sears, chief investment officer at Capital Generation Partners, which invests in hedge funds for wealthy families. "Until we get into the cycle of earnings going down and the Federal Reserve starting to ease policy, really you're set for an environment when hedge funds should do quite well," Sears told me. Investors see an 80% probability that the Fed will hike interest rates by three-quarters of a percentage point on Wednesday.

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