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Search resuls for: "DCLA's Sethi"


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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHarris' business and economic policies are likely to mirror President Biden's, says DCLA's SethiDavid Zervos, Jefferies chief market strategist, and Sarat Sethi, DCLA managing partner and portfolio manager, join CNBC's 'Special Report' to discuss the impact of a possible Harris presidency on the economy and markets.
Persons: Harris, Biden's, DCLA's Sethi David Zervos, Sarat Sethi, DCLA, CNBC's Organizations: Jefferies
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPowell's signaling steady interest rates through the November election, says DCLA's SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk on the Street' to discuss how much the Federal Reserve's rate path still matters, how long it could take the economy to reach 2% on inflation, and more.
Persons: DCLA's Sethi Sarat Sethi, DCLA
While the tech giant joins other megacap dividend payers such as Microsoft and Apple , many other large names still pay no dividend, including Alphabet and Amazon . Alphabet has estimated consensus sales growth of 11% for 2024, while Amazon has a consensus estimate of 12% sales growth. RH has a consensus estimate of 4% sales growth for 2024 and a 37% last-twelve-month buyback yield. It has a consensus estimate of 6% sales growth for 2024 and a last-twelve-month buyback yield of 9%. Lastly, Charter Communications has a consensus estimate that predicts 1% sales growth for 2024 and a last-twelve-month buyback yield of 5%.
Persons: Goldman Sachs, Ryan Hammond, buybacks, Hammond, Sarat Sethi, That's, Sethi, Goldman, financials, Russell, Meta's, DCLA's Sethi, RH, — CNBC's Michael Bloom Organizations: Microsoft, Apple, Meta, Amazon, AutoZone, Communications, StreetAccount Locations: Goldman's, DCLA
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCompanies like Chevron and Exxon are where investors need to be long-term, says DCLA's SethiSarat Sethi, DCLA managing partner, joins 'Power Lunch' to discuss the standouts from earnings season thus far, the consumer names who have reported earnings, and Sethi's thoughts on the financials.
Persons: DCLA's Sethi Sarat Sethi, DCLA Organizations: Companies, Chevron, Exxon
I'd take strong bank earnings with a grain of salt: DCLA's Sethi
  + stars: | 2023-04-17 | 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 EmailI'd take strong bank earnings with a grain of salt: DCLA's SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss his positioning ahead of earnings and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStock market still has long-term opportunities but confidence is key, says DCLA's SethiSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss Sethi's thoughts on the CPI data, and what he thinks of what the Federal Reserve has done for the banks.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sethi: There are several opportunities for long-term investors todaySarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss Tuesday's market action, his estimates for the S&P earnings, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets could have a normal year despite a list of macro headwinds, says DCLA's SethiSarat Sethi, DCLA managing partner and portfolio manager, joins CNBC's 'Squawk Box' to discuss what he is buying regardless of the macroeconomic backdrop and what 2023 will look like at the end of the year.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYou'll see volatility in equities until you understand where growth will be, says DCLA's SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Power Lunch' to discuss his take on the early weakness in equity markets this week, where stock growth is possible and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmerican Express is one you want to own since it's on the discount rack, says DCLA's SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Power Lunch' to discuss why he is finding value amid the financial sector, if he's positive on the strength of the consumer and more.
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