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Morgan Stanley's U.S Fisher United States Alcoa China New York City Bengaluru
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8 mentions found


☆ Morningstar names cheap stocks in a sector that 'deserves a place in everybody's portfolio'
  + stars: | 2024-11-18 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +2 min
Top Morningstar strategist David Sekera says there's one sector that "deserves a place in everybody's portfolio" right now — the energy sector. Stocks Sekara is betting on within the energy theme include Exxon Mobil and Devon Energy . Morningstar has a four-star rating on Devon Energy and says it is trading at a 22% discount to fair value. The investment research company gives stocks a rating of between one and five stars, with a top rating indicating that the shares are undervalued. Sekera says that U.S. stocks are now trading around 6% higher than their fair value.
Persons: David Sekera, George Bull, Sander Morris, Aaron Dunn, Donald Trump's, Morningstar, Trump, Sekera, Sekara Organizations: Morgan, Value, Exxon Mobil, Devon Energy, Exxon Mobile, U.S, Trump, U.S . Federal Reserve Locations: U.S, Morgan Stanley's
☆ Morgan Stanley fund manager picks 3 stocks to buy following Trump's win
  + stars: | 2024-11-13 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +3 min
Aaron Dunn, portfolio manager at Morgan Stanley's U.S. Value Fund , noted the "great deal of volatility" in markets following the election result, as markets reprice "what had been a 50/50 election." Speaking to CNBC's "Squawk Box Asia" on Tuesday, Dunn, who's also co-head of value equity at Morgan Stanley, identified three stocks he is betting on following the election result. It's a diversified play in this, [that] you're getting it for just above the market multiple, with a solid runway of growth," Dunn added. According to FactSet data, of 30 analysts covering the stock, 26 give it a buy or overweight rating. He added that the company should increase its long-term growth rate guidance, given the growth in AI data centers.
Persons: Donald Trump's, Aaron Dunn, Dunn, who's, Morgan Stanley, you've, —, Trump, They're Organizations: Morgan, Value, Biden Administration, Trump, U.S ., MAA, NextEra Energy Locations: Morgan Stanley's, U.S
☆ Beyond the Magnificent 7: Morgan Stanley fund manager says diversify with these 2 stocks
  + stars: | 2024-06-10 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +3 min
But this heavy focus on just a few stocks has led one portfolio manager to urge investors to diversify, naming two stocks he thinks look particularly attractive. Dunn, who also holds the title of co-head of value equity at Morgan Stanley, said other stocks offered investors "a lot of opportunity," naming two he likes. Thermo Fisher Scientific Healthcare services and biotechnology company Thermo Fisher is another favorite for Dunn, who sees it as an industry leader and "supermarket of tools and analytics." "We think [Thermo Fisher is] really ready to sort of benefit from this as the year progresses." Shares in Thermo Fisher are up around 9.5% year-to-date and 12.8% in the last 12 months.
Persons: Nvidia, Aaron Dunn, CNBC's, Dunn, Morgan Stanley, They've, BJ's Organizations: Big Tech, Apple, Meta, Microsoft, Tesla, Morgan, Value, Costco Wholesale, Walmart, Sam's, Fisher Scientific Healthcare, . Value Locations: Morgan Stanley's, U.S, Fisher
☆ AI is power-intensive. Top Morgan Stanley portfolio manager says that's an opportunity for one stock
  + stars: | 2024-04-01 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
AI is very power-intensive — and its power needs are only set to rise in the coming years. Morgan Stanley Investment Management's Aaron Dunn says the "next big bottleneck" for the hyperscalers — which are doing a lot of the cloud computing for AI applications — is either power or fiber. And that's why Dunn is "pretty bullish" on utilities, naming one stock to play it: CMS Energy . "And so these utilities … have a very favorable opportunity to draw solid earnings growth and good returns for them," Dunn concluded. Their power consumption is set to grow at a compound annual growth rate of 11% through 2030, the bank said.
Persons: Morgan Stanley, Morgan Stanley Investment Management's Aaron Dunn, CNBC's, Dunn, Eaton Vance, BofA, — CNBC's Pia Singh Organizations: Morgan, Morgan Stanley Investment, Morgan Stanley U.S . Value, CMS Energy, CNBC, Emerson, Nvidia Locations: United States
☆ ‘Substantial upside’: Morgan Stanley portfolio manager loves this memory stock — and it's among analysts' top picks for 2024
  + stars: | 2024-01-31 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +2 min
One investor, however, has set his sights on another company offering a "value angle" on both semiconductors and artificial intelligence. Micron makes dynamic random access memory chips and NAND flash memory chips. DRAM, or dynamic random access memory, is a type of semiconductor memory needed for data processing. Micron is the third-largest player in the memory sector, coming after just South Korea's SK Hynix and Samsung , he added. Wolfe Research said Micron will likely benefit from a strong recovery in 2025 in both the DRAM and NAND space.
Persons: Aaron Dunn, CNBC's, Dunn, Morgan Stanley, you've, Goldman Sachs, Wolfe Organizations: Nvidia, Google, Micron Technology, Micron, Morgan, Value, South Korea's SK Hynix, Samsung, MU, UBS, Bank of America, Wolfe Research Locations: Morgan Stanley's
☆ Morgan Stanley fund manager names 4 top stocks to buy 'on the cheap’
  + stars: | 2023-12-04 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +4 min
That was exacerbated as interest rates went up," Aaron Dunn, portfolio manager at Morgan Stanley's U.S. Value Fund, told CNBC's "Street Signs Asia" on Friday. When pressed on what stocks make good plays, Dunn responded with four names, adding: "There's a lot of opportunities out there to pick up really good companies on the cheap." It made up 2.4% of his U.S. Value Fund as of Oct. 31. Dollar Tree Elsewhere, the value investor is bullish on value store, Dollar Tree , which made up almost 3% of the U.S. Value Fund holdings, as of Oct. 31. Year-to-date shares are now up nearly 1% but this is " well under its intrinsic value," Dunn said.
Persons: —, Aaron Dunn, CNBC's, Dunn, Morgan Stanley, – they've, Clorox Organizations: Morgan, Value, Agricultural, FMC Corporation, . Value, FMC, Alcoa Corp Aluminum, Alcoa, . Value Fund Locations: Morgan Stanley's, Alcoa, China
☆ US equity funds suffer outflows on rising bond yields, geopolitical tensions
  + stars: | 2023-10-20 | by ( ) www.reuters.com   time to read: +2 min
REUTERS/Brendan McDermid/File Photo Acquire Licensing RightsOct 20 (Reuters) - U.S. equity funds registered huge withdrawals in the week ending Oct. 18, hit by a surge in bond yields and escalating geopolitical tensions in the Middle East. Investors sold $4.57 billion of U.S. equity funds on a net basis during the week, logging outflows for the fifth consecutive week, according to LSEG data. Reuters Graphics Reuters GraphicsUtilities and tech topped sectoral outflows, booking $931 million and $707 million of outflows each. Reuters Graphics Reuters GraphicsInvestors also liquidated about $3.66 billion of bond funds, compared with about $1.13 billion of net purchases in the previous week. U.S. short/intermediate investment-grade, and high yield funds saw $2.4 billion and $1.93 billion worth of net selling, respectively.
Persons: Brendan McDermid, Gaurav Dogra, Patturaja, Dhanya Ann Thoppil Organizations: New York Stock Exchange, REUTERS, Investors, Reuters Graphics Reuters Graphics U.S, Treasury, Reuters Graphics Reuters Graphics Utilities, Reuters Graphics Reuters, Thomson Locations: New York City, U.S, Bengaluru
☆ Equity funds record largest ever weekly outflows -BofA
  + stars: | 2022-12-23 | by ( Lucy Raitano | ) www.reuters.com   time to read: +2 min
U.S. value funds and passive equities also recorded record weekly net outflows, of $17.2 billion and $27.8 billion respectively, the bank said. BofA said "tax loss harvesting" was behind the record outflows, a strategy that involves selling assets at a loss to offset capital gains taxes. Local emerging market bonds drew their first net inflow since April, while emerging market equities recorded a third week of inflows, adding a net $3.2 billion. On a sector basis they favour value over growth, and industrials and banks over tech and private equity. Bond funds recorded net outflows of $10 billion, prompting a small drop in BofA's "Bull & Bear" indicator to 3 from 3.1 last week - which was its highest since March 15th.
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