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

Search resuls for: "of Investment Group"


14 mentions found


Heading into a lower interest-rate environment, there is one stock that should be on investors' radar, according to Ariel Investments' Charles Bobrinskoy: Oracle. " AI is all about analyzing your data, and Oracle controls a lot of that data." While Bobrinskoy said Oracle used to be "way too cheap," it is currently "getting pretty close to fairly valued." Bobrinskoy now expects there to be a rotation into value stocks given the view that there is a lower risk of a recession. "Value stocks are very cheap," he continued.
Persons: Ariel, Charles Bobrinskoy, CNBC's, Bobrinskoy, BorgWarner, Stocks Organizations: Ariel Investments, Oracle, Federal Reserve
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLook for investing opportunities in commodities like timber & farmland: Ariel's Charlie BobrinskoyCharlie Bobrinskoy, Ariel head of investment group, and Adam Crisafulli, Vital Knowledge founder, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Charlie Bobrinskoy Charlie Bobrinskoy, Ariel, Adam Crisafulli Organizations: Vital Knowledge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPullback is nothing to worry about, 'markets can go down', says G Squared's Victoria GreeneCharlie Bobrinskoy, Ariel Head of Investment Group, and Victoria Greene, G Squared Private Wealth CIO, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Victoria Greene Charlie Bobrinskoy, Ariel, Victoria Greene Organizations: of Investment Group, Private Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'In the long run it doesn't matter' what month Fed rate cuts start for the market: Ariel's BobrinskoyBarbara Doran, BD8 Capital CEO, and Charlie Bobrinskoy, Ariel head of investment group, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Ariel's Bobrinskoy Barbara Doran, Charlie Bobrinskoy, Ariel Organizations: BD8 Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets will reward the Fed for maintaining credibility, not giving in to cut pressure: David ZervosCharlie Bobrinskoy, Ariel head of investment group and David Zervos, Jefferies chief market strategist, joins 'Closing Bell Overtime' to talk the Fed's decision to leave interest rates unchanged.
Persons: David Zervos Charlie Bobrinskoy, Ariel, David Zervos Organizations: Jefferies
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis market is still really sensitive to Fed expectations, says BNY Mellon's Jake JollyCharlie Bobrinskoy, Ariel head of investment group, and Jake Jolly, BNY Mellon Investment Management head of investment analysis, join 'Closing Bell Overtime' to talk the day's market action.
Persons: BNY, Jake Jolly Charlie Bobrinskoy, Ariel, Jake Jolly Organizations: Mellon Investment Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInterest rates may not go up, but they have stopped going down, says Ariel's Charlie BobrinskoyCharlie Bobrinskoy, head of investment group at Ariel Investments, joins 'The Exchange' to discuss why value stocks will outperform the market after the Fed stops raising rates, pent-up demand for cars amid the UAW strike, the news saga surrounding Sphere Entertainment's opening.
Persons: Charlie Bobrinskoy Charlie Bobrinskoy Organizations: Ariel Investments, Fed, UAW
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOracle's database gives it an edge against others in the AI space, says Ariel's Charlie BobrinskoyCharlie Bobrinskoy, head of investment group at Ariel Investments, joins 'The Exchange' to discuss the best value play in the semiconductor space, risks associated with Nvidia's business structure, and how AI will be used to analyze data.
Persons: Charlie Bobrinskoy Charlie Bobrinskoy Organizations: Ariel Investments
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with 3Fourteen's Warren Pies and Ariel's Charlie BobrinskoyWarren Pies, 3fourteen Research Co-Founder and Charlie Bobrinskoy, Ariel Head of Investment Group, joins 'Closing Bell: Overtime' to discuss markets, bonds and inflation.
Persons: 3Fourteen's Warren, Charlie Bobrinskoy Warren, Charlie Bobrinskoy, Ariel Organizations: 3fourteen Research, of Investment Group
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email3Fourteen's Warren Pies says long bonds look like least attractive assets in this environmentWarren Pies, 3Fourteen Research Co-Founder and Charlie Bobrinskoy, Ariel Head of Investment Group, joins 'Closing Bell: Overtime' to discuss markets, bonds and inflation.
Persons: Warren Pies, Warren, Charlie Bobrinskoy, Ariel Organizations: 3Fourteen Research, of Investment Group
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe odds of a recession are less than 50/50, says Ariel Investment's Charlie BobrinskoyCharlie Bobrinskoy, Ariel Investments vice chairman and head of investment group, joins 'The Exchange' to discuss a potential rebound in cyclical stocks, equities climbing following CPI data, and recessionary concerns impacting commodity demand.
Persons: Ariel Investment's Charlie Bobrinskoy Charlie Bobrinskoy, Ariel
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 EmailValue right now is overweight cyclical in banks and energy, says Ariel's Charlie BobrinskoyCharlie Bobrinskoy, head of investment group at Ariel Investments, and Erik Jackson, EMJ Capital founder and president, join 'Closing Bell' to discuss the state of the value investing industry, value vs. growth calculations, and the case for active managers.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOnshoring is a secular trend that benefits U.S. mid cap industrials, says John Hancock's Emily RolandEmily Roland of John Hancock Investment Management and Charlie Bobrinskoy, vice chairman and head of investment group at Ariel Investments, join 'The Exchange' to discuss Fed policy expectations, recession risks and industrial mid-caps benefiting from secular trends.
Total: 14