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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's no need for aggressive rate cuts to stimulate the economy: Advisors Capital's JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, state of the economy, and more.
Persons: Capital's JoAnne Feeney JoAnne Feeney Organizations: Capital Management
Advisors Capital’s JoAnne Feeney on her top stock picks
  + stars: | 2024-09-25 | 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 EmailAdvisors Capital’s JoAnne Feeney on her top stock picksJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, her top stock picks, and more.
Persons: Capital’s JoAnne Feeney, JoAnne Feeney Organizations: Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe aggregate picture is still pretty supportive of equities, says Advisors Capital’s JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Monday.
Persons: Capital’s JoAnne Feeney JoAnne Feeney Organizations: Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere are other places now to invest besides just Big Tech: Advisors Capital’s JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Wednesday.
Persons: Capital’s JoAnne Feeney JoAnne Feeney Organizations: Big Tech, Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFeeney: Fundamentals are extremely supportive of the market rallyJoAnne Feeney, Partner and Portfolio Manager at Advisors Capital Management, discusses the markets' record run and her top stock picks.
Persons: Email Feeney, JoAnne Feeney Organizations: Advisors Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's stock has an awful lot of growth ahead of it, says Advisors Capital's JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk on the Street' to discuss whether Nvidia's stock has gotten ahead of itself, competitors in Nvidia's space, and how to consider the sustainability of revenue growth for top AI companies.
Persons: Capital's JoAnne Feeney JoAnne Feeney Organizations: Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStocks with dividends help investors navigate cyclical volatility, says JoAnne FeeneyJoAnne Feeney, Partner and Portfolio Manager at Advisors Capital Management, discusses the recent market sell-off and how to position going forward.
Persons: JoAnne Feeney JoAnne Feeney Organizations: Advisors Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors are jittery because the markets are in a transitional period, says JoAnne FeeneyJoAnne Feeney, Partner and Portfolio Manager at Advisors Capital Management, discusses the trading week ahead.
Persons: JoAnne Feeney JoAnne Feeney Organizations: Advisors Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's well positioned to sell into a supply-constrained market, says Advisors Capital's FeeneyJoanne Feeney, Advisors Capital Management portfolio manager, joins 'Squawk on the Street' to discuss why Wall Street is treating Nvidia so explosively, if Nvidia should now be a core holding, and how much solid strategy Nvidia investors need to hear at this point.
Persons: Capital's Feeney Joanne Feeney Organizations: Capital Management, Nvidia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed isn't going to cut as soon as the market thinks, says Advisors Capital’s JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Friday.
Persons: Capital’s JoAnne Feeney JoAnne Feeney Organizations: Capital Management
Nvidia can't stop stunning Wall Street and the investing community in 2023, but portfolio managers say don't let the excitement overshadow other potential AI winners. "Theme after theme, transition after transition, the strong usually gets stronger," said Paul Meeks, portfolio manager at Independent Solutions Wealth Management. Some retail and professional investors seemed to interpret the news as a sign that it's "game over" for some of the other AI chipmakers, Forrest said. Forrest, who's on the hunt for growth at a reasonable price, points to companies like Advanced Micro Devices, Micron Technology . On the AI chip theme, Meeks also points to Broadcom , Marvell Technology and Taiwan Semiconductor , a major supplier for Nvidia, as other ways to play the trend.
Persons: Paul Meeks, there's, Kim Forrest, Forrest, who's, Meeks, chipmaker, Capital Management's JoAnne Feeney, Feeney, it's Organizations: Nvidia, Independent Solutions Wealth Management, Intel, Devices, Broadcom, Marvell Technology, Bokeh Capital Partners, Micron Technology, AMD MU, AMD, MU, Taiwan Semiconductor, Capital, Google
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're excited about the bargain-hunting consumer for TJX, Walmart, says Advisors Capital's FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk on the Street' to discuss how Feeney's firm is positioning for the second half of the year, how Feeney calculates a squeezed consumer, and whether international exposure is wise.
Persons: Capital's Feeney JoAnne Feeney, Feeney Organizations: TJX, Walmart, Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNow's the time to have income-generating positions in portfolios: Advisors Capital’s JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, why stocks are in a precarious situation, investing in China, and more.
Persons: Capital’s JoAnne Feeney JoAnne Feeney Organizations: Capital Management Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should try to own 'picks and shovels' of AI revolution, says Advisors Capital's FeeneyJoAnne Feeney, Advisors Capital Management, joins 'Squawk on the Street' to discuss why Feeney believes there are growth prospects ahead for the technology sector, what Feeney likes in the artificial intelligence space, and more.
Persons: Capital's Feeney JoAnne Feeney, Feeney Organizations: Investors, Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFedEx likely to continue to cyclical headwinds as years go on, says Advisors Capital's JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk Box' to discuss where markets could see earnings results similar to FedEx, her thoughts on Lennar, and more.
Persons: Capital's JoAnne Feeney JoAnne Feeney Organizations: FedEx, Capital Management
Meta Platforms ' vision to sell a future where people work, play and mingle in a virtual world may finally be getting its long-overdue validation thanks to an unlikely partner. Apple on Monday unveiled its highly anticipated mixed reality product, known as Vision Pro , at its annual Worldwide Developers Conference . So confident in the bright future of the metaverse, Facebook rebranded itself as Meta Platforms in 2021 to better reflect its vision beyond social media. More than a year and a half later Apple's metaverse entry may finally offer the much-needed support to Meta's overambitious vision, and lure once skeptical investors back to the virtual world. With the company — and metaverse vision — so dependent on consumer adoption, this creates a difficult near-term setup, Meeks said.
Persons: It's, Mark Zuckerberg, Gucci, Meta's, Gene Munster, Wall, Paul Meeks, JPMorgan's Samik Chatterjee, Advisors Capital Management's JoAnne Feeney, Meeks, Davidson's Tom Forte, scoffed, Apple's, Feeney, Bernstein's Toni Sacconaghi Organizations: Apple, Developers, Facebook, Walmart, Grill, Independent Solutions Wealth Management, Advisors Capital, Munster, Quest
Opinion | Two Ways of Looking at the Stock Market’s Rise
  + stars: | 2023-05-31 | by ( Peter Coy | ) www.nytimes.com   time to read: +1 min
Gains in the U.S. stock market this year have been concentrated among a handful of immensely valuable tech companies. Technology and communications services stocks in the Standard & Poor’s 500 are up more than 30 percent this year to date. Consumer discretionary stocks are up this year as well — by around 18 percent — but all of the other eight S&P 500 sectors are down. What is the hyper-narrow stock market advance telling us about prospects for the economy, and should we pay attention? The pessimistic take is that it’s unhealthy for a market — and an economy — when all the good news is concentrated in a handful of sectors.
Persons: , ” JoAnne Feeney, ” Mona Mahajan, Edward Jones Organizations: Technology, Advisors Capital Management Locations: U.S, Ridgewood, N.J
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors in need of cash flow should look at these defensive stocks, says JoAnne FeeneyJoAnne Feeney, Advisors Capital Management, joins 'Squawk on the Street' to discuss if defense is the correct posture for an investor right now, where Feeney would put fresh money in equities and what's defensive these days.
While a major headache for customers and businesses alike, the emergence of sophisticated AI attacks could serve as a major boon for cloud companies operating in the cybersecurity space. For many years, cybersecurity cloud companies have harnessed AI and machine learning to stop attacks, monitor suspicious activity and protect businesses. .IXIC YTD mountain Nasdaq Composite so far this year As investors dip back into the technology sector, cybersecurity stocks across have risen across the board, with the First Trust NASDAQ Cybersecurity ETF (CIBR) up about 7.5% this year. Cybersecurity providers CrowdStrike and Palo Alto Networks are up 25.6% and 38.5%, respectively, year to date. "The basket of cloud and cybersecurity stocks offers something for everyone," Eyal said.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNow is a good time to mix stocks, says Advisors Capital Management's JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, and what to look for when picking stocks.
After the worst year for tech since 2008 , many investors questioned whether the market could move higher in the new year without the sector's cooperation. Names such as Apple , Microsoft and Amazon gained about 27%, 20% and 23% in the first quarter, respectively, as yields pushed lower. Amid this backdrop, Alphabet shares gained 17.6% in the first quarter as the company launched it's Bard chatbot rival. Not all investors view big tech so optimistically heading into the new quarter. Much of the surge in tech stocks stems from the oversold conditions created during 2022's carnage, positioning many of these stocks for a bounce, Meeks said.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech stocks rallied because they're looking past the rate hike cycle: Advisors Capital's FeeneyJoAnne Feeney, partner and portfolio manager at Advisors Capital Management, joins 'Squawk Box' to discuss Feeney's thoughts on the banking sector, if Feeney sees the possibility for rate cuts this year, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStocks can do a lot that bonds cannot in this environment, says Advisors Capital's FeeneyJoanne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk Box' to discuss what to buy when rates are high, if the size of the yield curve inversion an accurate indicator for recession and more.
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 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.
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