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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCannacord Genuity's Susan Anderson lays out her bull case for E.l.f. BeautySusan Anderson, Cannacord Genuity analyst, joins 'Power Lunch' to discuss why she's bullish on this makeup company and the beauty sector.
Persons: Susan Anderson, Cannacord
The chief investment officer of G Squared Private Wealth believes the divergence between AI winners and losers will widen this year. "People are going to need to start making money with AI," Greene told CNBC in an interview. "At some point, you can't just talk about [the] future, you're going to have to show that the progress is being made." "You're going to continue to see so much upgrade. This AI shift is not a flash in the pan," she noted.
Persons: Victoria Greene, Greene, she's bullish, they're, Tesla, Merrill Lynch Organizations: G, Private Wealth, G Squared, CNBC, Emerson Global Locations: industrials, Eaton
Its shares jumped in extended trading but given the "blowout earnings," Nancy Tengler of Laffer Tengler Investments said she expected to see a higher move. "We think there's another way to play this," she said, adding these are namely buying into "old economy companies," as well as data center names. One such "old economy" name is Walmart , according to her. They've embraced not only digital solutions, but robotics, generative AI and their ad business in cloud computing, obviously in their e-commerce business," she said. Quanta Services , which builds infrastructure for electric power and renewables, as well as provides utility performance services, was another pick from Tengler.
Persons: Nancy Tengler, CNBC's, They've, Tengler, Kif Leswing Organizations: Nvidia, Google, Microsoft, Meta, Investments, Walmart, Carrier, Oracle, Broadcom
Ultimately, that attribute led the 44-year-old to a career she never imagined: a real-estate agent and investor. Until she started her first job as a paralegal at one of the biggest law firms in New York City, that is. Becoming a real-estate agent satisfied both of those criteria. Casey started bringing in $2,350 a month, which the government covered for her tenant. "To get $1,100 right now in gross cash flow on your first deal in a low market is really, really good, especially in Baltimore where the average is $300."
Persons: Nyasia Casey, Casey, Casey didn't, I've, that's, doesn't, Casey Casey, Charles Blair, she'd, Blair, it's, It's Organizations: Business, SUNY Albany, Amazon FBA, YouTube, Housing Authority Locations: New York City, Florida, New York, Baltimore, Maryland's, Baltimore City
"If there is a regime shift, then what has worked could be quite different from what does work," McLennan said. That means the growth stocks that dominated for years may come back to earth in the mid-2020s. He also recommends that investors diversify away from growth stocks that thrived under low rates and instead broaden out to value-oriented names. Valuations explain 80% of a stock's returns over a decade, according to Bank of America. Smead sees energy in stocks in Canada also outperforming in the coming decade, as well as European banks.
Persons: , Peter Bates, Rowe Price, Damanick Dantes, We're, Dantes, you've, He's, Matt McLennan, McLennan, Kimball Brooker, Morningstar, Nicola Stafford, Stafford, it's, Molina, Bates, Russell, Cole Smead, that's, Phillip Colmar, Colmar, Bob Doll, Doll, Smead, Michael Sheldon, Sheldon, who's, there's, Chris Chen, Chen, Roth Organizations: Service, Business, Global, International, McLennan, First Eagle Global Fund, Eagle Investments, Goldman, Asset Management, Stock, Molina Healthcare, Vanguard Value, Healthcare, Bank of America, Comerica Wealth Management, MRB Partners, Canadian, Crossmark Global Investments, BlackRock, Energy, P Bank ETF, RDM Financial, Social Security, Social, Insight Financial, Trust, IRA Locations: Canada, Colmar, United States, Canadian, Europe, Treasuries
Savita Subramanian, the bank's head of U.S. equity and quantitative strategy, wrote Tuesday she sees the S & P 500 ending 2024 at 5,000. "We are past maximum macro uncertainty," wrote Subramanian. The S & P 500 on Friday posted a three-week winning streak — its longest run since this past summer. The strategist also noted other reasons she's bullish heading into 2024, including: Expectations of S & P 500 earnings rising more than 6% year over year. How to play it She anticipates a "stock picker's paradise" as certain companies separate themselves from the pack.
Persons: Savita Subramanian, Subramanian, she's Organizations: of America, Federal, Bull Locations: Monday's
Leading fund manager Kimberly Scott doesn't think a recession will kill the market's momentum. US stocks caught fire in late October and have now nearly recovered from a three-month-long selloff that started in August. Still, Scott said she expects the US economy to keep growing in 2024 as earnings growth accelerates once again. If price growth retreats to normal levels, Scott said growth-oriented stocks should outperform in 2024. 6 top stocks to own in 2024After sharing her optimistic view about earnings and the economy, Scott listed six stocks she's bullish on heading into 2024.
Persons: Kimberly Scott doesn't, Scott's, it's, Scott, Nathan Brown, Bradley Halverson, she's, Wall, They've Organizations: Business, Investors, Reserve, Delaware, Companies, Consumer
Bonds are starting to make a lot of sense for investors, Forrest said. Even after pulling back somewhat from those levels, the benchmark yield remains within striking distance of the key 5% threshold. The potential unwinding of what BofA recently called the "greatest bond bear market in history" has more investors trying to lock in higher yields ahead of potential rate cuts next year from the Federal Reserve. 'A lot for us to love bonds' Other investors are building out their bond exposure. The Vanguard Total Bond Market ETF (BND) is off by more than 2% in 2023, but greater than 1% on the week.
Persons: Kim Forrest, she's, Forrest, Bonds, Treasurys, Forrest isn't, Nancy Tengler, She's, , Tengler, Bryce Doty, Emily Roland, CNBC's, I've, Roland, we've, Lawrence Gillum, Bokeh Capital's Forrest, Sit Investment's Doty, LPL Financial's Gillum, Gillum, Sit's Doty, Doty Organizations: Bokeh Capital Partners, Bank of America, Treasury, Federal Reserve, Laffer, Sit Investment, John Hancock Investment Management, LPL, Bloomberg, Bond, Aggregate Bond, Bond Market, Corporations Locations: U.S, Israel
Rising interest rates were fending investors off technology stocks and into value. Instead, she's about identifying companies across various sectors that are embracing digitization to improve productivity in a tight labor market, where job openings outnumber available workers. "In a tight labor market historically, technology spending goes up and technology stocks outperformed," Tengler said. When Tengler bets on pure technology stocks, they must also have strong balance sheets. She's confident that these companies will be able to deliver strong earnings growth in a slowing economic environment.
Persons: Nancy Tengler, Jerome Powell, Tengler, Tengler wasn't, There's Organizations: Nasdaq, Federal Reserve, Laffer, Investments, Meta, Nvidia, Storage, Chipotle, Honeywell, Bureau of Labor Statistics, Broadcom, Palo Alto Networks, Microsoft Locations: Palo
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBartels: Corporate America can get through and weather a soft landingSanctuary Wealth chief investment strategist Mary Ann Bartels discusses why she's bullish on tech, and specifically chips, and why she favors the credit market.
The bank crisis has distressed markets, but Nicole Webb expects consequences to be relatively muted. Still, Webb expects choppy waters as stocks come close to retesting their October lows. She also shared six stocks with both value and growth traits to hedge volatility and maximize gains. Webb clarified that the unchanged outlook doesn't mean the economy is completely free from the consequences of the banking crisis. But she also believes that a slowing economy means that some growth stocks have begun to look more attractive, especially the mega-tech names that were overly punished in 2023.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGreene: Markets have already absorbed expectations for future rate hikesG Squared Private Wealth's Victoria Greene explains why she's bullish on the markets.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTravel is in major growth mode, says Clear CEO Caryn Seidman-BeckerCaryn Seidman-Becker, Clear CEO, joins 'Closing Bell' to discuss travel demand and why she's bullish on the sector.
Watch CNBC's full interview with ARK Invest's Cathie Wood
  + stars: | 2022-09-27 | 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 EmailWatch CNBC's full interview with ARK Invest's Cathie WoodARK Invest CEO Cathie Wood joins CNBC's 'Squawk Box' to discuss ARK's new venture fund, which is targeted toward individual investors with a minimum investment of $500. Wood lays out her expectations for interest rates and inflation in the months ahead and also discusses why she's bullish on shares of Tesla and Roku.
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