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Andrew Slimmon - 2 Slimmon - 2 it's - 1 CNBC's - 1 There's - 1 you've - 1 there's - 1 — CNBC's Michael Bloom - 1
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Search resuls for: "Slimmon"


22 mentions found


☆ Is it too late to join the market rally? Morgan Stanley's Slimmon weighs in and names stocks to buy
  + stars: | 2023-06-15 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Andrew Slimmon of Morgan Stanley Investment Management says a "meaningful" correction may not happen right now. "But it's premature and the stock market is right now feeding off … those lower inflation month to month price," Slimmon added. Stock picks Nevertheless, there are pockets of opportunity in the market right now, according to Slimmon. He named three stocks to buy: American equipment rental company United Rentals , financial services company Ameriprise and building materials company CRH . "In my opinion, investors looking to get into the market will view the recent laggards as an opportunity to get more invested," he said of those three stocks.
Persons: it's, Andrew Slimmon, CNBC's, There's, you've, Slimmon, there's, — CNBC's Michael Bloom Organizations: Nasdaq, Morgan Stanley Investment Management, U.S . Federal, Federal Reserve, Stock, United Rentals Locations: bullish
☆ These ETFs could be winners if the Federal Reserve skips a rate hike
  + stars: | 2023-06-14 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +4 min
But for investors worried that more Fed rate hikes in the coming months could tip the economy into recession, fixed income might be a more attractive bet. "Municipal bond issuers appear well poised to weather a possible recession in 2023/24. Bank of America has the equivalent of a buy rating on several municipal bond ETFs, including JPMorgan Ultra-Short Municipal Income ETF (JMST) and the iShares National Muni Bond ETF (MUB) . Some large funds that could fit that description include the iShares 3-7 Year Treasury Bond ETF (IEI) , the Schwab Intermediate-Term US Treasury ETF (SCHR) and the Vanguard Intermediate-Term Corporate Bond ETF (VCIT). The actively managed Flexible Income ETF (BINC) launched in May and has about $76 million in assets so far, according to FactSet.
Persons: Michelle Cluver, Andrew Slimmon, Slimmon, Russell, Jared Woodard, Woodard, Cluver, Rick Rieder Organizations: Federal, Global, Morgan Stanley Investment Management, RSP, Nasdaq, Bank of America, JPMorgan Ultra, Muni Bond ETF, Treasury Bond ETF, Treasury, BlackRock
☆ Morgan Stanley's Slimmon says it's dangerous to be too defensive, names top 'offensive' stock picks
  + stars: | 2023-05-04 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
"I do not see much upside in the market near-term," Slimmon, senior portfolio manager at the firm, said in notes sent to CNBC on Tuesday. Stocks to buy Slimmon said it's time to buy some "offensive" stocks. Offensive stocks are those that tend to do well when the market goes up, while defensive sectors are the sectors that outperform when the market goes down. "So I think it's very dangerous to own just very defensive stocks … I think you want some offensive in your portfolio," Slimmon told CNBC's " Squawk Box Asia " on Tuesday. Near-term opportunity Slimmon said there's one area he sees as a near-term opportunity: China.
☆ Morgan Stanley's Slimmon names 'attractively priced' stocks to beat the economic uncertainty
  + stars: | 2023-04-13 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Morgan Stanley's Andrew Slimmon expects an economic slowdown in the U.S. will happen later than many have predicted. And I think that's when we will hit a slowdown and I suspect it's coming later than what many people have been predicting," said the senior portfolio manager at Morgan Stanley Investment Management. Here's what investors can buy and avoid in the face of that uncertainty, according to Slimmon. Be wary of 'very large' stocks He said he would be particularly cautious on "very large" stocks right now, referring to FAANG — Facebook (now Meta ), Amazon , Apple , Netflix and Google (now Alphabet ). "It's not a cheap stock, but to me, that's a defensive stock that you want to own in this environment as well."
☆ Watch CNBC's full interview with Morgan Stanley's Andrew Slimmon and Centerstone's Abhay Deshpande
  + stars: | 2023-04-04 | 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 Morgan Stanley's Andrew Slimmon and Centerstone's Abhay DeshpandeAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, and Abhay Deshpande, CIO at Centerstone Investors, join 'The Exchange' to discuss the dollar index under stress, offsetting cyclical stock with defensive ones, and investing in foreign markets.
☆ Weakened euro has fueled opportunity in foreign markets, says Centerstone's Abhay Deshpande
  + stars: | 2023-04-04 | 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 EmailWeakened euro has fueled opportunity in foreign markets, says Centerstone's Abhay DeshpandeAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, and Abhay Deshpande, CIO at Centerstone Investors, join 'The Exchange' to discuss the dollar index under stress, offsetting cyclical stock with defensive ones, and investing in foreign markets.
☆ 'We are a long way from the top': Morgan Stanley’s Slimmon picks stocks to ride the rally
  + stars: | 2023-02-17 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Morgan Stanley Investment Management's Andrew Slimmon says that stocks are set to rally further. The economy is proving to be "far more resilient" than what the doomsayers had projected, says managing director and senior portfolio manager Slimmon. Stocks went through a difficult year in 2022, with the S & P 500 plummeting nearly 20%. Slimmon predicted that the U.S. Federal Reserve will raise rates a few more times, before pausing. Stock picks Although growth stocks such as tech have bounced back this year, Slimmon says the "real opportunity" is in cyclical stocks.
☆ Morgan Stanley's Slimmon says the 'real opportunity' is in this segment of stocks
  + stars: | 2023-02-16 | 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 EmailMorgan Stanley's Slimmon says the 'real opportunity' is in this segment of stocksMorgan Stanley Investment Management's Managing Director Andrew Slimmon says that although growth stocks have bounced back, the "real opportunity" is in cyclical stocks. He names three to buy.
☆ There is more upside for investors in China, says Morgan Stanley's Andrew Slimmon
  + stars: | 2023-02-02 | 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 EmailThere is more upside for investors in China, says Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, joins 'The Exchange' to discuss recent comments by Ray Dalio, investment opportunities in China, and the implications of China's reopening.
☆ Morgan Stanley’s Slimmon says stocks will surprise Wall Street in 2023 — and names two he likes
  + stars: | 2023-01-19 | by ( Zavier Ong | ) www.cnbc.com   time to read: +2 min
Wall Street strategists expect this year to end on a much better note than 2022 — but they still warn that the path ahead looks volatile. However, Morgan Stanley's Andrew Slimmon said he believes stocks are going to do "far better" than most expect. Slimmon also likes Pool Corp , a Louisiana-based company that sells swimming pool supplies. Fed pivot in the works His relatively positive read on the economy is a big reason for his optimism about the market. But Slimmon said he believes the bond market is signaling that the U.S. Federal Reserve will pivot "sooner than it expects."
☆ Asia-Pacific markets trade mixed investors weigh economic risks
  + stars: | 2022-12-08 | by ( Abigail Ng Jihye Lee | Abigail Ng | Jihye Lee | ) www.cnbc.com   time to read: +1 min
Don't be surprised if economic data coming out over the next week kicks off a rally into the end of the year and potentially 2023, according to Andrew Slimmon, Morgan Stanley Investment Management's senior portfolio manager. The key period of data releases begins Friday with the producer price index, followed by November's consumer price index and another likely rate hike from the Federal Reserve next week. "The last time those were released they all led to rallies in the stock market because we had better inflation prints," he said. Like many investors, Slimmon expects a downturn ahead, given the inverted yield curve, but does not anticipate the "big earnings collapse," or downturn, many people are predicting in the first quarter. This is in part due to the fact that many consumers have beefed up savings in recent years given the proximity of the most recent recession.
☆ Watch CNBC's full interview with Morgan Stanley Senior Portfolio Manager Andrew Slimmon
  + stars: | 2022-12-06 | 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 Morgan Stanley Senior Portfolio Manager Andrew SlimmonAndrew Slimmon, Morgan Stanley Investment Management senior portfolio manager, joins 'The Exchange' to discuss the resilience of earnings in Q1, a slowdown following the yield curve inversion and worthwhile stock investments.
☆ China could be the asset class to own, says Morgan Stanley's Andrew Slimmon
  + stars: | 2022-12-06 | 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 EmailChina could be the asset class to own, says Morgan Stanley's Andrew SlimmonAndrew Slimmon, Morgan Stanley investment management senior portfolio manager, joins 'The Exchange' to discuss the resilience of earnings in the first quarter, a slowdown following the yield curve inversion and worthwhile stock investments.
☆ Wall St Week Ahead Soaring U.S. tech stocks leave some investors doubtful rebound will last
  + stars: | 2022-11-12 | by ( Lewis Krauskopf | ) www.reuters.com   time to read: +5 min
At the same time, tech sector valuations remain well above the overall market, while analysts are dimming their profit outlooks for the group. That level, which is still above the 17 times earnings commanded by the S&P 500, is still too lofty for some investors. Still, some investors are considering increasing their positions in tech and megacap stocks if further evidence of easing inflation presents itself. Higher yields can weigh heavily on tech and growth stocks, whose valuations tend to be based heavily on future profits that are discounted more severely as yields go higher. The firm has been underweight large-cap tech and growth stocks, preferring small cap and value shares, Lip said.
☆ Pros name 3 picks in one top-performing sector, including a Warren Buffett favorite
  + stars: | 2022-11-09 | by ( Zavier Ong | ) www.cnbc.com   time to read: +2 min
The bank should also post better-than-expected net interest margins and net interest income given the rise in short-term interest rates, he added. The bank's third-quarter profit and earnings topped expectations on better-than-expected fixed income trading and gains in interest income. Meanwhile, Chuck Liberman, chief investment officer at Advisors Capital Management, likes Wells Fargo , calling it a "one of the cheapest banks with a large retail deposit base." This will boost the bank's net interest margins as interest rates spike, he told CNBC's "Street Signs Asia" on Tuesday. "A rare small cap play for us at only $2.6 billion market cap, the company has been a dividend grower (with significant annual special dividends on top) since day one … they have no debt on the balance sheet.
☆ Markets will rally into year-end, says Morgan Stanley's Slimmon, who names 3 stocks to buy
  + stars: | 2022-11-08 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
The market will rally into the year end, but it won't be led by mega-cap tech stocks, according to Morgan Stanley's Andrew Slimmon. He added that these Big Tech stocks "floated right through" the 2008 global financial crisis because they were still gaining market share. He noted that this time, the bounce has been led by value stocks, while growth stocks drove the summer rally. The outperformance in value stocks has been pretty broad, covering energy, financials and industrials, he said. "While early, we think it makes sense to begin to nibble on early-cycle stocks ... consumer discretionary names that have been crushed," Slimmon added.
☆ Stock market facing 'major regime shift,' says Morgan Stanley's Andrew Slimmon
  + stars: | 2022-10-31 | 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 EmailStock market facing 'major regime shift,' says Morgan Stanley's Andrew SlimmonMorgan Stanley Wealth Management's Andrew Slimmon and UBS Private Wealth Management's Alli McCartney, joins 'Squawk on the Street' to discuss expectations for the FOMC meeting, locating overweight stocks in energy and tech markets, and a recap on Q3 earnings thus far.
☆ Watch CNBC's full interview with Morgan Stanley's Andrew Slimmon and UBS's Alli McCartney
  + stars: | 2022-10-31 | 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 Morgan Stanley's Andrew Slimmon and UBS's Alli McCartneyMorgan Stanley Wealth Management's Andrew Slimmon and UBS Private Wealth Management's Alli McCartney, joins 'Squawk on the Street' to discuss expectations for the FOMC meeting, locating overweight stocks in energy and tech markets, and a recap on Q3 earnings thus far.
☆ Watch CNBC's full interview with Morgan Stanley's Andrew Slimmon
  + stars: | 2022-09-23 | 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 Morgan Stanley's Andrew SlimmonAndrew Slimmon, managing director and senior portfolio manager at Morgan Stanley Investment Management, joins 'The Exchange' to discuss 2-year notes increasing value as an alternative to stocks, the time to buy defensives, opportunities for P/E to lift, and the timeline until Fed easing.
☆ 2-year notes growing as an alternative to stocks, says Morgan Stanley's Andrew Slimmon
  + stars: | 2022-09-23 | 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 Email2-year notes growing as an alternative to stocks, says Morgan Stanley's Andrew SlimmonAndrew Slimmon, managing director and senior portfolio manager at Morgan Stanley Investment Management, joins 'The Exchange' to discuss 2-year notes increasing value as an alternative to stocks, the time to buy defensives, opportunities for P/E to lift, and the timeline until Fed easing.
☆ Pro Picks: Watch all of Friday's big stock calls on CNBC
  + stars: | 2022-09-23 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPro Picks: Watch all of Friday's big stock calls on CNBCScott Nations of NationsShares, Tom Forte of D.A. Davidson, Joe Terranova of Virtus Investment Partners, Shannon Saccocia of SVB Private Bank, Michael Kantrowitz of Piper Sandler, and Andrew Slimmon of Morgan Stanley Investment Management on why they are buying, selling, or holding specific stocks and ETFs.
☆ The Fed risks overdoing rate hikes as it tries to prove its credibility, Guggenheim's Scott Minerd warns: 'They're going to push it until it breaks'
  + stars: | 2022-09-20 | by ( George Glover | ) www.businessinsider.com   time to read: +3 min
The Federal Reserve's anti-inflation tightening is going to hit long-risk investors, Scott Minerd said. Another jumbo rate hike is expected when the Fed wraps its September meeting on Wednesday. Minerd cautioned the Fed against hiking rates for much longer, and laid out three reasons why policymakers should think twice. "When you look at the stuff that policymakers should look at, the money supply is contracting, we have inflation that we're looking at in the rear-view mirror, we're not looking at inflation going forward," he said. Read more: Stanley Druckenmiller says the Fed is like a 'reformed smoker,' while Jeff Gundlach warns it's driving the US into a dumpster.
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