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☆ A stock picker's market is forming for the first time since 2008 as investors ditch ETFs and pile into single shares, Bank of America says
  + stars: | 2023-05-10 | by ( Carla Mozée | ) www.businessinsider.com   time to read: +2 min
Bank of America said it seeing the first sign of a stock picker's market since 2008. So far this year, $25 billion has flowed into single stocks while ETF outflows have reached $9 billion. The figures point to the "first sign of a stock picker's market since 2008," Jill Carey Hall, who leads BofA's small and mid-cap strategy, said in a weekly update capturing activity among its clients. While more money is flowing to stock pickers, their actual performance versus the rest of the market is another matter. Single stock inflows with ETF outflows from 2008 to 2023.
☆ BANK OF AMERICA: Buy these 16 healthcare stocks to capture their collective 50% upside ahead of a sector rally
  + stars: | 2023-05-07 | by ( Marley Jay | ) www.businessinsider.com   time to read: +3 min
Bank of America says healthcare stocks are usually strong performers in economic downturns. Their solid earnings and low valuations should help healthcare stocks going forward. The firm named 16 favorite stocks in the sector, including 3 that it thinks could double in price. Healthcare stocks aren't having a great year, but Bank of America says it sees signs that the tide is going to turn. Bank of America says the following 16 names are the best defensive and high-upside small- and mid-cap stocks in healthcare.
☆ The market going into summer could be volatile, says BofA's Jill Carey Hall
  + stars: | 2023-04-26 | 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 EmailThe market going into summer could be volatile, says BofA's Jill Carey HallJill Carey Hall, Head of Small and Mid-Cap Strategy at Bank of America Global Research, joins 'Squawk Box' to discuss the earnings season so far, and her market outlook for the rest of the year.
☆ Buy these 23 small- and mid-cap stocks that will surprisingly beat Wall Street's first-quarter earnings expectations, according to Bank of America
  + stars: | 2023-04-18 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +2 min
Below are 23 stocks that beat expectations in the last quarter and are expected to do it again. In other words, as the economy moves deeper into a downturn, forget about expectations and go for high-quality, cash-generating, shorter-duration stocks, says the bank. Stocks that have historically performed better during this stage are those that are large, high quality, and low risk, according to Subramanian's note. As the first-quarter earnings season kicks into gear, below are 23 small- and mid-cap stocks that have "buy" ratings from Bank of America's analysts. These stocks have beaten both their earnings-per-share and sales estimates during the last quarter and are expected to beat them this quarter as well.
☆ High regional bank exposure looks like headwind for small caps, says BoA's Jill Carey Hall
  + stars: | 2023-04-05 | 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 EmailHigh regional bank exposure looks like headwind for small caps, says BoA's Jill Carey HallJill Carey Hall, Bank of America, joins 'Closing Bell' to discuss her caution for small caps.
☆ Morgan Stanley just upgraded a global energy stock it says has 'significant' potential for growth
  + stars: | 2023-03-23 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Morgan Stanley upgraded the shares of French energy firm TotalEnergies . In a March 21 note, Morgan Stanley upgraded the stock from equal weight to overweight, raising its price target to 64 euros ($69) — representing nearly 16% upside. Morgan Stanley said TotalEnergies is the only major European energy company with an upstream business that can fund all the capital expenditure needed to realize its "significant growth potential." In the report, Morgan Stanley assessed the energy production assets of major energy companies in the wake of several key events in 2022 — the Russia-Ukraine war, bad weather and disrupted supply chains — which highlighted the "fragility of global energy supply." Morgan Stanley said TotalEnergies is one of few companies under its coverage of energy companies with growth potential, and estimates it has the ability to support 3.8% growth annually till 2030.
☆ Investors are buying energy stocks in record amounts after a dip in oil prices
  + stars: | 2023-03-21 | by ( Tanaya Macheel | ) www.cnbc.com   time to read: +1 min
Investors have been scooping up energy names amid a recent drop in oil prices, according to Bank of America. The energy sector of the S & P 500 is down more than 3% for the month, while the Energy Select Sector SPDR Fund (XLE) is off about 4% in March. Targa Resources , which provides midstream natural gas and natural gas liquids services, has buy ratings from about 86% of the analysts who cover it. The name has the highest upside potential on our list, based on its average target price of 59.4%. Diamondback Energy is on the list with buy ratings from three quarters of its analysts and potential upside of about 38%.
☆ Everything you need to know about UBS's historic $3 billion deal to rescue rival bank Credit Suisse
  + stars: | 2023-03-21 | by ( George Glover | ) www.businessinsider.com   time to read: +6 min
UBS agreed to buy its longtime rival Credit Suisse for $3 billion on Sunday. There's one big winner — and lots of losers — from the Credit Suisse rescue deal. The deal announced Sunday afternoon valued Credit Suisse shares at just 0.76 Swiss francs, one-fifth of the price the Saudi National Bank paid. Lastly, the merger between UBS and Credit Suisse could be bad news for the Fed. Here's how the Credit Suisse rescue deal impacts the central bank.
☆ Bank of America: Buy these 22 stocks that will outperform as people look for ways to save in a recession that will push even high-income Americans to spend less
  + stars: | 2023-03-19 | by ( Marley Jay | ) www.businessinsider.com   time to read: +2 min
The firm has picked the stocks it thinks will win — and lose — as customers cut their spending. Bank of America thinks a recession is coming, despite the fact that the US economy is still holding up fairly well right now. "We see risks to higher-end exposed US stocks this year, in part due to an amplified wealth effect," Hall wrote. Hall thinks those could include winter clothing maker Canada Goose, home goods retailer Bed Bath & Beyond, electronics retailer Best Buy, and consumer products companies like Clorox and Kimberly-Clark. But the following 22 companies all have "Buy" ratings from Bank of America, and Hall expects them to benefit from the oncoming economic slump as high-earners cut back on spending.
☆ Bank of America says buy these 30 small-cap stocks that are set to outperform as we enter an economic downturn and bank collapses worsen
  + stars: | 2023-03-17 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +2 min
The note recommends sticking to value and emphasizing free cash flow when investing in small caps. The 30 stocks below are the top contenders from the Russell 2000 set to best perform in this phase. Yep, we've entered the "downturn" phase, says a March 14 note from Bank of America. Specifically, they should focus on value with an emphasis on free cash flow (FCF), which is what's leftover after a company has covered its operating and capital expenses. And when the economy turns the corner, small-cap, value stocks tend to lead the market's recovery, usually outperforming over multiple years, according to David Wagner, portfolio manager for the SmallCap Value Fund at T.Rowe Price (PRSVX)Below is a list of 30 small-cap stocks compiled by Bank of America and pulled from the Russell 2000 that have an analyst "Buy" rating.
☆ Expect downside to earnings ahead, says BoA's Jill Carey Hall
  + stars: | 2023-02-24 | 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 EmailExpect downside to earnings ahead, says BoA's Jill Carey HallJill Carey Hall, Bank of America, joins 'Closing Bell' to discuss her market outlook.
☆ Watch CNBC’s full interview with BoA's Jill Carey Hall
  + stars: | 2023-02-24 | 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 BoA's Jill Carey HallJill Carey Hall, Bank of America, joins 'Closing Bell' to discuss her market outlook.
☆ BANK OF AMERICA: Buy these 25 stocks as their buybacks give them a major edge in the downturn that's just beginning
  + stars: | 2023-02-19 | by ( Marley Jay | ) www.businessinsider.com   time to read: +2 min
Hall put together a list of "Buy" rated stocks that have been leading shares repurchasers recently. Bank of America was one of the firms that told investors to bet on small-cap stocks going in to 2023 — and so far, their faith in smaller companies have been rewarded. The price of the small-cap Russell 2000 index has jumped 11.1% year-to-date. When that's the case, companies that rank in the top 25% of Russell 2000 stock repurchasers have outperformed the index substantially. "We provide a screen of Russell 2000 stocks with the biggest YoY net reduction in share count over the last 12 months, limiting to those which are Buy-rated by BofA fundamental analysts," she wrote.
☆ Stock market still not fulling pricing in recession risks , says BofA's Jill Carey Hall
  + 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 EmailStock market still not fulling pricing in recession risks , says BofA's Jill Carey HallJill Carey Hall, head of small and midcap strategy at Bank of America Global Research, joins 'Squawk Box' to discuss year end targets, nearterm downside risks, and markets not fully pricing in recession.
☆ Watch CNBC's full interview with BofA's Jill Carey Hall on lessons from earnings season
  + 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 EmailWatch CNBC's full interview with BofA's Jill Carey Hall on lessons from earnings seasonJill Carey Hall, head of small and midcap strategy at Bank of America Global Research, joins 'Squawk Box' to discuss year end targets, nearterm downside risks, and markets not fully pricing in recession.
☆ BANK OF AMERICA: Buy these 20 European stocks for upside of as much as 208% and the best possible chance of outperforming in a complex environment
  + stars: | 2023-02-12 | by ( Marley Jay | ) www.businessinsider.com   time to read: +2 min
Bank of America says European stocks should start to outperform in mid-2023. Strategist Jill Carey Hall and her team named 20 stocks as their favorite European small-caps. Even those who have broader concerns about European stocks say there are plenty of opportunities there. "Small caps typically outperform when Euro area growth accelerates (i.e. Euro area PMIs rise) and underperform when Euro area growth slows."
☆ Bank of America: Follow this 4-part strategy to double the stock market's returns for the next decade
  + stars: | 2023-02-10 | by ( James Faris | ) www.businessinsider.com   time to read: +4 min
Bank of America believes small caps will beat the broader market significantly in the next decade. Small caps have outperformed their larger peers lately, and there's reason to believe the trend will continue for the next 10 years, according to Bank of America. The bull case for overlooked small capsBoth valuations and equity flows suggest that small caps are the market's best-kept secret right now. "So definitely for long-term investors, we think this is a great opportunity to overweight small caps." Hall acknowledged that concern but noted that unlike large caps, small caps have already factored in economic weakness.
☆ Premarket stocks: Welcome to the 'rolling recession' economy
  + stars: | 2023-02-09 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +8 min
Yet US manufacturing has likely already contracted into a recession, housing sales have plummeted, tech layoffs keep coming and corporate earnings growth is souring. “We continue to think the economy will suffer from rolling recessions, evidenced by the fact that corporate earnings growth is now entering its downturn,” wrote Sonders in a note on Wednesday. For five straight weeks, the bank’s clients have been big buyers of individual stocks and sellers of ETFs, she wrote. Disney revenue in the quarter rose 8% to $23.5 billion, edging past estimates of $23.4 billion from analysts surveyed by Refinitiv. The company reported revenue of $8.6 billion for the quarter, beating Wall Street’s estimates and marking a 49% increase from the prior year.
☆ Here's why the US economy won't fall into a recession this year or next, according to a key market signal
  + stars: | 2023-02-07 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +5 min
In that case, it may be wise to heed a key bond market signal that's saying we'll avoid a recession after all. But if you look at the bond market, there's a clear answer that seems to be forming: The US economy won't enter a downturn this year or next. That's because the spread between corporate bonds and Treasury yields is steadily narrowing, according to DataTrek Research. The spread between corporate bond yields and US Treasuries helps measure the risk appetite of bond traders. Strategists warned that markets have yet to price in an earnings recession, which could pose a major headwind in 2023.
☆ BANK OF AMERICA: Buy these 15 stocks that can give portfolios an extra boost when they beat earnings and sales expectations
  + stars: | 2023-02-05 | by ( Marley Jay | ) www.businessinsider.com   time to read: +2 min
Earnings are front and center for some of the largest US companies right now. Bank of America strategist Jill Carey Hall suggests investing in high-quality companies. Hall and her team say the following small- and mid-size companies are ripe for a strong earnings season. They all have "Buy" ratings from her firm's analysts and reported better-than-expected earnings and sales last quarter. Bank of America expects them to top expectations in the current period as well.
☆ Goldman Sachs Asset Management singles out a corner of the U.S. market with 'great opportunities'
  + stars: | 2023-01-24 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Small-cap stocks may be poised for a comeback this year, according to a strategist at Goldman Sachs Asset Management. James Ashley, head of international market strategy at GSAM, told CNBC's "Squawk Box Europe" Monday that small caps offer "great opportunities" for those looking to capitalize in the current economic climate. According to GSAM's research, historically, small caps have delivered when inflation is high but falling, a phenomenon known as disinflation. While there are attractive options in other markets, Ashley said small caps were unique in the current environment with "some great opportunities there." He added that exposure to small caps would offer access to secular growth usually not found elsewhere – especially given that valuations are currently near historic lows.
☆ BANK OF AMERICA: Buy these 35 high-upside stocks for a highly diversified portfolio that should thrive in any economic environment
  + stars: | 2023-01-19 | by ( Marley Jay | ) www.businessinsider.com   time to read: +2 min
Bank of America says these 35 names are its analysts' top picks in small- and mid-size stocks. Strategist Jill Carey Hall says the stocks should work in a variety of economic and market outcomes. Bank of America's answer is diversification — specifically by putting together a portfolio with stocks that will perform well regardless of any outcome. The firm's analysts put together a portfolio of 35 stocks that they think will outperform this year, delivering gains of 24% on average — and more than 100% at most. "These represent stocks that our contributing fundamental research teams would consider their best ideas for 2023 within their SMID-cap coverage," Hall wrote.
☆ Bank of America's 2023 small cap picks include one tech stock it expects to double
  + stars: | 2023-01-17 | by ( Sarah Min | ) www.cnbc.com   time to read: +3 min
With recession fears mounting for 2023, Bank of America has small-cap picks it expects will be resilient in a downturn — and even have some upside. Given this, Bank of America picked out 35 of its best small- and mid-cap ideas for 2023, including one e-commerce stock called Xometry that's expected to roughly double from here. These names could rise 24% on average, based on their 12-month price targets, according to the note. Xometry , an online marketplace for industrial parts, will roughly double to its $60 price target, according to Bank of America. Meanwhile, Planet Fitness will benefit in a recession, as consumers trade down from higher-priced gyms, the bank said.
☆ Small caps are the best place to be once the market bottoms, says BoA Securities' Jill Carey Hall
  + stars: | 2023-01-06 | 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 EmailSmall caps are the best place to be once the market bottoms, says BoA Securities' Jill Carey HallJill Carey Hall, Bank of America Securities, joins 'Closing Bell: Overtime' to offer her reason for investors to invest in small caps.
☆ Bank of America: Buy these 21 top-rated stocks that have been oversold in 2022 and are poised for outsize moves in 2023
  + stars: | 2022-12-20 | by ( Marley Jay | ) www.businessinsider.com   time to read: +2 min
The bank is also positive on value stocks and high free cash flow generation. After a difficult 2022, most investors are really hoping that the new year comes with a new investing environment. Bank of America strategist Jill Carey Hall says that among smaller companies, taking a bet on more volatile stocks usually works out in January. The bank encourages investors to prioritize criteria like high free cash flow generation and improving profit margins as a path to success. But when it comes to January, BofA views the 21 stocks below as some of the best opportunities available.
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