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☆ The S&P 500 is breaking out. Here are Wall Street's favorite names to lead the next leg higher
▼ + stars: | 2023-06-13 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

The S & P 500 has continued its ascent, already exceeding many Wall Street expectations for its annual gain even though we're only half way into the year. .SPX 5Y mountain The S & P 500 And this is happening just shy of the half-year point for 2023, meaning there's lots of time left for future market moves. Given the potential for further upside, CNBC Pro compiled names whose individual gains could help the market move another leg higher. Shares have risen around 7% this year, which is a relatively modest advance compared with the S & P 500's 13% gain. About two-thirds of analysts rate Zoetis a buy.

Persons: we're, Wolfe, Peter Supino, that's, Fred Imbert Organizations: CNBC, Mobile, Wolfe Research, Disney Locations: FactSet, U.S

☆ US government is testing avian flu vaccines for birds, but ending the historic outbreak isn’t that simple
▼ + stars: | 2023-05-05 | by ( Jen Christensen | ) edition.cnn.com time to read: +9 min

Eradication and vaccinationAs of April 26, the CDC says, nearly 58.8 million poultry have been affected by avian flu since January 2022. The virus has been detected in at least 6,737 wild birds, and the number is likely to be much higher. Vaccinated birds would be protected, but with this highly infectious disease, they still could shed some virus that could infect unprotected birds. Partial protection means more birds will be spreading the virus,” Gallardo said. The US has the largest poultry industry in the world, with 294,000 poultry farms.

☆ A solid start to earnings season will be put to the test in the week ahead
▼ + stars: | 2023-04-29 | by ( Zev Fima | ) www.cnbc.com time to read: +14 min

The biggest week of this earnings season showed us that things aren't as bad as many feared. The week ahead of earnings, including several more Club names, should tell us more. The results are always important, but it's the guidance and management commentary we will really hone in on to better understand the path ahead. In Amazon's case, a solid first quarter for its AWS cloud business was overshadowed by management seeing a material slowdown in April. ET: Nonfarm Payrolls Looking back It was the biggest week of this earnings season for the Club as several of our mega-cap holdings and industry bellwethers reported results.

☆ Final Trades: Arista Networks, Zoetis, Alaska Air & more
▼ + stars: | 2023-02-24 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Arista Networks, Zoetis, Alaska Air & moreThe "Halftime Report" traders give their top picks to watch for the second half.

☆ Goldman Sachs says these stocks are too attractive to ignore in an uncertain economy
▼ + stars: | 2023-02-18 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Goldman Sachs unveiled a slew of stocks this week that could have major upside throughout 2023. Howmet Aerospace Goldman Sachs is standing by its buy rating on the aerospace products company. "Howmet remains well positioned in the commercial aerospace growth market, delivering critical components, taking market share, generating strong margins and cash ﬂow," he said. Howmet remains well positioned in the commercial aerospace growth market, delivering critical components, taking market share, generating strong margins and cash ﬂow. The quarter was one of progress on multiple fronts, including margins, market share, and cash flow.

☆ This week's best performers include Paramount Global and a little-known pharma stock
▼ + stars: | 2023-02-17 | by ( Fred Imbert | ) www.cnbc.com time to read: +2 min

The average price target on West Pharmaceuticals implies downside of 7.2% over the next 12 months, and only one-third of analysts rate the stock as buy. Paramount Global also popped this week, gaining around 9% after the media giant said it would increase subscription prices for its Paramount+ streaming service . Just 21% rate it as buy, and the average price target implies downside of 13%. Three-quarters of analysts covering the pet medication maker rate it as buy, with the average analyst price target implying upside of 25.3%. Canaccord Genuity upgraded the stock on the back of those results, noting it has 30% upside from here.

☆ Final Trades: Zoetis, Citigroup & Nvidia
▼ + stars: | 2023-02-14 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Zoetis, Citigroup & NvidiaThe "Halftime Report" traders give their top picks to watch for the second half.

☆ Stocks making the biggest moves midday: Palantir, Nvidia, Avis Budget and more
▼ + stars: | 2023-02-14 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

Check out the companies making headlines in midday trading Tuesday:Palantir — The software company's stock price soared 13%. Avis Budget — Shares jumped 6.5% after Avis topped expectations in its latest quarterly report. Ecolab — Shares gained 5% after the chemicals company reported higher-than-expected earnings of $1.27 per share, excluding items, beating analysts' estimate of $1.25 per share, according to FactSet. Synopsys — The software company's stock price gained 3% during midday trading ahead of its scheduled earnings release on Wednesday. Arista Networks — Shares rose 2.4% during Tuesday's midday trading session after the company reported fourth-quarter earnings and revenue on Monday that beat Wall Street expectations.

☆ Stocks making the biggest moves premarket: Palantir, Coca-Cola, Marriott and more
▼ + stars: | 2023-02-14 | by ( Jesse Pound | ) www.cnbc.com time to read: +4 min

Here are the stocks making notable moves before the opening bell on Tuesday, Feb. 14. Palantir — Shares of the software company surged 18% in extended trading after Palantir reported it made a profit in the fourth quarter, the first GAAP profit in the company's history. Marriott — The hotel stock rose nearly 2% in premarket trading after Marriott beat estimates on the top and bottom lines for the fourth quarter. Cadence Design Systems — The electronics design stock rose 5% premarket after Cadence beat estimates on the top and bottom lines for the fourth quarter, according to StreetAccount. Amkor Technology — The semiconductor stock fell about 3% premarket after Amkor's fourth quarter earnings per share came in at 67 cents, three cents below estimates, according to StreetAccount.

☆ Morning Bid: Wings of a Dove
▼ + stars: | 2023-02-14 | by ( ) www.reuters.com time to read: +5 min

U.S. President Joe Biden is expected on Tuesday to name Fed Vice Chair Lael Brainard to a top White House economic policy position, replacing National Economic Council Director Brian Deese. Biden confidant Jared Bernstein is expected to replace Cecilia Rouse as chair of the Council of Economic Advisers. Brainard was seen as a powerful voice cautioning against over-aggressive Fed policy tightening. U.S. stock futures and world equities were higher on Tuesday, U.S. Treasury yields and the dollar were steady to lower. Euro zone economic growth slowed in the last three months of 2022 but avoided a contraction many had predicted for months.

☆ Key inflation data in the week ahead will offer clues to future Fed rate moves and the market's path
▼ + stars: | 2023-02-11 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Looking forward The January consumer price index (CPI) , which calculates the average change over time in prices that shoppers pay for goods and services, is slated for Tuesday. Economists and investors will use the number to gauge the odds of a soft landing or hard landing for the economy. The producer price index (PPI) for January, which calculates the change in selling prices received by producers of goods and services, is out on Thursday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

With a majority of S & P 500 companies having posted their quarterly results, investors' focus will turn toward inflation and the consumer price index reading in the upcoming week. The three major indexes are on pace to end the week down, with the S & P 500 poised to post its worst performance since December. Sharp declines for Alphabet , which is off by more than 9% this week, dragged the tech-heavy index. January's consumer price index With the latest Powell speech in the books, investors are now looking ahead to the consumer price index for insight into the pace of inflation. "Retail sales and CPI is really driven by the consumer, and a lot of eyes are on how the consumer doing," Bruno said.

☆ These are the top 10 holdings of the AI-driven investment fund powered by Watson that has been crushing the market this year
▼ + stars: | 2023-02-07 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

The AI Powered Equity ETF has doubled the performance of the S&P 500 so far in 2023. These are the top 10 holdings in the AI Powered Equity ETF that's driven by IBM's Watson. One ETF has been utilizing aspects of artificial intelligence to drive its investment decisions since its launch in 2017: the AI Powered Equity ETF. These are the top 10 holdings in the AI Powered Equity ETF that's driven by IBM's Watson supercomputer. Norwegian Cruise Line HoldingsTicker: NCLH% of ETF: 1.9%Industry: Cruise Ships6.

☆ Grade my trade: ZTS, ORCL & PXD
▼ + stars: | 2023-02-06 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGrade my trade: ZTS, ORCL & PXDCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Sarat Sethi and Joe Terranova, weigh in on the Zoetis, Oracle and Pioneer Natural trades.

However, Congress in its last session in December didn’t reach an agreement, and finance chiefs say they hope the topic will be revisited. “That’s a 20 percentage point increase in tax for Yelp, so obviously very meaningful for us,” Mr. Schwarzbach said. The higher costs due to the law change will factor into investment decisions going forward, Mr. Schwarzbach said. The tax change has an impact on the company’s net income, Mr. Schwarzbach said. The San Francisco-based company reported R&D expenses of $75.8 million for the quarter ended Sept. 30, compared with $69.4 million a year earlier.

☆ Zoetis CEO Kristin Peck on veterinary workforce challenges and recession resilience of pet industry
▼ + stars: | 2023-01-10 | 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 EmailZoetis CEO Kristin Peck on veterinary workforce challenges and recession resilience of pet industryKristin Peck, CEO of Zoetis, joins 'The Exchange' to discuss the pandemic pet boom, demographic shifts among pet owners, and the labor capacity issues associated with veterinary services.

☆ This Goldman portfolio is beating the market again this year. Here’s what’s in it
▼ + stars: | 2022-12-27 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +2 min

Goldman Sachs has a basket of stocks with a long track record of beating the market and so far, this year is no exception. While the S & P 500 is on track to finish the year down almost 20%, Goldman's High Sharpe Ratio basket outperformed that. Implied volatility of the median stock in the basket is only slightly higher than that of the median S & P stock (36% vs. 31%). "Our High Sharpe Ratio basket is constructed based on the relative ranking of stocks within each sector." Goldman also added Southwest Airlines and energy stock EQT Corp , both of which have a Sharpe ratio above 1.0.

☆ These stocks are cheap heading into 2023, and analysts love them
▼ + stars: | 2022-12-04 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

However, this sell-off may have opened buying opportunities among some of Wall Street analysts' favorite names. Amazon made the list, trading at a 31.6% discount to its average five-year forward P/E multiple. The stocks is trading at a more than 50% discount to its average five-year forward valuation and has buy ratings from more than three-quarters of analysts covering it. The former is trading 82% below its average five-year forward valuation, while Delta is 77% below. Delta, meanwhile, has dropped 10% in 2022, but the average analyst price target on the airline implies upside of 35%.

☆ With Debt Coming Due, Investment-Grade Companies Are Paying Up, Too
▼ + stars: | 2022-12-01 | by ( Nina Trentmann | ) www.wsj.com time to read: +7 min

What’s more, volatile markets have resulted in fewer opportunities for companies to sell their debt. Investment-grade U.S. companies have between $550 billion and $750 billion coming due per year from 2023 through 2027, according to Goldman Sachs Group Inc., with about $59 billion left to pay off or refinance in 2022. Of the $615.54 billion, $504.31 billion were new issuances, compared to $111.23 billion in refinancings, Dealogic said. But investor demand for bonds has been stronger in recent days, leading Amazon.com Inc. and others with near-term debt coming due to the market. Among the businesses that recently took out bond debt at a higher cost is retail giant Walmart Inc.

☆ Barclays' playbook for the coming recession: Defensive stocks that could still gain 20%
▼ + stars: | 2022-11-09 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

There are still plays to be made even if the broader stock market struggles next year, Barclays says. With that in mind, Malone screened for overweight stocks that will be defensive in a recessionary environment, looking at risk-reward ratios, upside trends and volatility. The average estimated upside of Barclays' picks is 20% as of Nov. 1 – with one poised to gain more than 60%. Animal pharmaceutical company Zoetis has the biggest potential upside among Barclays' list at 64%. When reporting third-quarter earnings last week, the company missed expectations for per-share earnings and revenue, according to FactSet estimates, while also lowering its fourth-quarter guidance.

☆ Goldman says these 'attractive stocks' still have more room to run
▼ + stars: | 2022-11-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Graphic Packaging Holding "Unique defensive growth at a discount," Goldman said recently of the commercial packaging materials company. Shares of Graphic Packaging are up almost 17% this year, and analyst Adam Samuelson said the stock remains attractive and compelling. Samuelson said Graphic Packaging is underappreciated by investors in that it's differentiated itself from competitors with its strong mix of cash flow and compounding earnings. Graphic Packaging is also a beneficiary of what Samuelson calls a "$12.5 billion market opportunity" as businesses and consumers shift from plastic to paper. Cintas "Healthy F1Q results, with attractive and resilient growth outlook for uniform rentals driven by pricing and no-programmer market.

☆ Cramer's lightning round: Cano Health is a buy
▼ + stars: | 2022-11-04 | by ( Krystal Hur | ) www.cnbc.com time to read: +1 min

Loading chart...Cano Health Inc : "I think it's a buy." I do think that [Johnson & Johnson ] is going to spin off its consumer product company, and that's going to be very, very good." But I think you're okay." Loading chart...Nike Inc : "I don't think buying Nike here is that bad." Disclaimer: Cramer's Charitable Trust owns shares of Johnson & Johnson.

☆ Watch CNBC's full interview with Zoetis CEO Kristin Peck
▼ + stars: | 2022-11-03 | 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 Zoetis CEO Kristin PeckKristin Peck, Zoetis CEO, joins 'Closing Bell' to discuss Zoetis stocks dropping after a worse than expected earnings report, the supply constraints that has been adding pressure to key growth drivers, and the animal pharmaceutical demand outlook for 2023.

☆ Demand for animal medicine remains fundamentally strong, says Zoetis CEO Kristin Peck
▼ + stars: | 2022-11-03 | 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 EmailDemand for animal medicine remains fundamentally strong, says Zoetis CEO Kristin PeckZoetis CEO Kristin Peck joins 'Closing Bell' to discuss Zoetis stocks dropping after a worse than expected earnings report, the supply constraints that has been adding pressure to key growth drivers, and the demand outlook for 2023.

☆ The Fed could lay the groundwork for a year end rally in the week ahead
▼ + stars: | 2022-10-28 | by ( Patti Domm | In | ) www.cnbc.com time to read: +8 min

The coming week is also the busiest of the corporate earnings season, with about a third of the S & P 500 companies releasing results. "Historically, the market waits for the last Fed rate hike to be introduced and then the market climbs higher. The S & P 500 was up more than 8.8% for the month. The Dow was up 5.7% on the week, the S & P 500 was up 5.7% and the Nasdaq was up 2.2%. The 50-day moving average is 3,841 for the S & P 500, and it was well above it Friday afternoon for the second time in the past week.

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