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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAureus' Kari Firestone on key takeaways from earnings season so farKari Firestone, Aureus Asset Management executive chairman and co-founder, joins 'Squawk Box' to discuss the latest market trends, takeaways from earnings season so far,
Persons: Kari Firestone Organizations: Aureus Asset Management
Firestone: A surprising jobs report could scare the market.
  + stars: | 2024-10-04 | 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 EmailFirestone: A surprising jobs report could scare the market. Karen "Kari" Firestone, Executive Chairman & Co-Founder at Aureus Asset Management, discusses the jobs report's potential impact on the macro market, noting that a significant deviation from expectations could unsettle investors.
Persons: Karen, Kari, Firestone Organizations: Firestone, Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Karen Firestone trims Adobe and buys more AutodeskKaren Firestone, executive chairman at Aureus Asset Management, joins CNBC's "Halftime Report" to explain her latest portfolio moves.
Persons: Karen Firestone, Autodesk Karen Firestone Organizations: Adobe, Autodesk, Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFirestone: The markets have been here before, we've done this on the inflation frontKari Firestone of Aureus Asset Management discusses whether Alphabet is still worth owning as it facing more regulatory pressure, and what to expect from inflation data and the Fed.
Persons: Kari Firestone Organizations: Firestone, Aureus Asset Management
The higher the PE ratio, the more investors believe the business will generate strong earnings growth in the future to justify the price today. Even excluding the technology sector, which trades at a robust 30.8 times earnings, the market's PE is a solid 18.3 times next year's earnings, according to FactSet. One place investors scour is the list of low PE stocks, which they perceive as offering attractive value because they are "cheap." First, when growth stocks are in their early stage of expansion, they can grow earnings in the high double-digits range. Then, we grouped these equities into quintiles based on their relative PE ratio from highest (1 st quintile) to lowest (5 th quintile).
Persons: Karen Firestone Organizations: Microsoft, Apple, Nike, Asset Management, Traders, New York Stock Exchange
Second half of 2024 could be more volatile, says Kari Firestone
  + stars: | 2024-06-27 | 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 EmailSecond half of 2024 could be more volatile, says Kari FirestoneKari Firestone, co-founder at Aureus Asset Management, joins CNBC's 'Squawk Box' to discuss market outlooks, how to position, and more.
Persons: Kari Firestone Kari Firestone Organizations: Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhat's really powered this market are 4 or 5 names, says Aureus' Kari FirestoneKari Firestone, Aureus Asset Management executive chairman and co-founder, joins 'Squawk Box' to discuss the latest market trends, why she believes the S&P 500 may not be the best benchmark for investors, and more.
Persons: Aureus, Kari Firestone Kari Firestone Organizations: Aureus Asset Management
Answering that question assumes understanding why we use the S & P 500 in the first place. While the Dow heavily favors industrial businesses — steel, chemicals, autos, oil and gas — the S & P 500 offers a more diverse representation. Also, the S & P 500 index is weighted by market value, which makes sense to professional investors. While certainly not a proxy for the S & P 500, it provides more exposure to other industries and stocks. As shown below, the equal-weighted S & P 500 has slightly outperformed the S & P 500 over the past 20 years.
Persons: I've, Gamble, Karen Firestone Organizations: Dow Jones, Dow, Apple, Procter, Microsoft, Nasdaq, Bloomberg, Goldman, Commodities, Asset Management
Markets are following Nvidia's lead, says Kari Firestone
  + stars: | 2024-04-19 | 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 EmailMarkets are following Nvidia's lead, says Kari FirestoneKari Firestone, Co-Founder and Executive Chairman of Aureus Asset Management, discusses the markets amid rising geopolitical tensions.
Persons: Kari Firestone Kari Firestone Organizations: Co, Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors shouldn't feel a desperate need to go all-in around AI stocks, says Kari FirestoneKari Firestone, Co-Founder and Executive Chairman of Aureus Asset Management, discusses what's driving the markets.
Persons: Kari Firestone Kari Firestone Organizations: Co, Asset Management
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKari Firestone on UnitedHealth: This is a great company that has a lot of momentumKaren Firestone, Aureus Asset Management chairman and CEO, joins CNBC's 'Halftime Report' to explain why she still likes UnitedHealth.
Persons: Kari Firestone, Karen Firestone Organizations: Aureus Asset Management
The Jan. 31 session, which came after the first Big Tech earnings day, was tough. A non-stock devotee would be blown away by any of the following data points: In the fourth quarter , Meta grew ad volume by 21% year over year. Meanwhile, net sales for Amazon in 2023 hit $574.8 billion – a 12% increase from the year earlier. The above table illustrates the compound annual growth rate analysts expect for the mega caps, the S & P 500, and the 494 stocks excluding the Big Six. This compares to 20.3 for the S & P 500.
Persons: we've, Jerome Powell's, Meta, Apple, bemoaned Meta's, ROA, — Karen Firestone Organizations: Big Tech, Microsoft, Nasdaq, Nvidia, Apple, Google, Power, Amazon, TikTok, Facebook, Asset Management
Final Trades: Alibaba, Blackstone, Apollo Global, and SLB
  + stars: | 2024-01-24 | 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 EmailFinal Trades: Alibaba, Blackstone, Apollo Global, and SLBStephanie Link, Hightower chief investment strategist and portfolio manager, Joe Terranova, senior managing director at Virtus Investment Partners, Karen Firestone, CEO at Aureus Asset Management, and Rob Sechan, managing partner at NewEdge Wealth, join 'Halftime Report' to share their top picks to watch for the second half.
Persons: Stephanie Link, Hightower, Joe Terranova, Karen Firestone, Rob Sechan Organizations: Apollo, Virtus Investment Partners, Asset Management, NewEdge Wealth
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAureus' Kari Firestone previews earnings season: JNJ, PG, LMT, NFLXKari Firestone, Aureus Asset Management executive chairman and co-founder, joins 'Squawk Box' to discuss the latest market trends ahead of earnings season.
Persons: Kari Firestone, NFLX Kari Firestone Organizations: Aureus Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is anticipating the Fed will lower rates, says Aureus Asset Management's Kari FirestoneJoe Terranova, Kari Firestone, Sarat Sethi, and Steve Weiss join 'Halftime Report' to discuss the November rally, the Fed's inflation outlook, and more.
Persons: Management's Kari Firestone Joe Terranova, Kari Firestone, Sarat Sethi, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailConsumers will likely 'hold in enough' for a soft landing, says Aureus' Kari FirestoneKaren Firestone, Aureus Asset Management chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, whether the current rally can last, strength of the consumer, and more.
Persons: Aureus, Kari Firestone Karen Firestone Organizations: Aureus Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market can keep going higher, says Aureus Asset Management's Kari FirestoneJosh Brown, Kari Firestone, and Jim Lebenthal join 'Halftime Report' to discuss how long the current stock market rally is going to last, the state of regional banks, and more.
Persons: Management's Kari Firestone Josh Brown, Kari Firestone, Jim Lebenthal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBooking Holdings stock could go higher, says Aureus Asset Management CEOJosh Brown, Kari Firestone, and Jim Lebenthal join 'Halftime Report' to discuss how long the current stock market rally is going to last, the state of regional banks, and more.
Persons: Josh Brown, Kari Firestone, Jim Lebenthal Organizations: Holdings
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe feel comfortable if we hold steady and move up a little higher from here, says Kari FirestoneKaren Firestone, Aureus Asset Management chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, the Fed's looming rate decision, state of the economy, and more.
Persons: Kari Firestone Karen Firestone Organizations: Aureus Asset Management
On several occasions, I would walk into Macy's and buy a tube of lipstick, which was something I found comforting. Considering that every lipstick I own, which is not a small number, is basically the same color, I also found that strange. For instance, rather than purchasing a new $400 dress, they might choose to buy a $35 tube of Lancôme lipstick. Let's look at the top-grossing concert tours in the U.S. this year. Taylor Swift, Beyoncé, and Ed Sheeran have collectively sold $1.48 billion in ticket sales through August 2023, or $2.22 billion on an annualized basis, according to estimates from Forbes .
Persons: Taylor Swift, Ed Sheeran, Elton John, Jessica Reif Ehrlich, Karen Firestone Organizations: Forbes, Bank of America, U.S . Census, National Association of Realtors, Asset Management Locations: Boston, U.S, Pollster
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe really need more participation for the market to move higher, says Aureus' Kari FirestoneKaren Firestone, Aureus Asset Management chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, why she doesn't believe a recession is on the horizon anytime soon, earnings season, and more.
Persons: Aureus, Kari Firestone Karen Firestone Organizations: Aureus Asset Management
Alphabet shares are up 56% in 2023, but the stock still looks promising, according to Karen Firestone, CEO of Aureus Asset Management. "We still think it's very attractive," she said on CNBC's " Halftime Report ." "I think the amount of intelligence they have put into the search engine is phenomenal and that's just going to continue building," she added. Fellow "Halftime Report" traders Josh Brown, Sarat Sethi and Jim Lebenthal agreed that the stock still has strong prospects, even at this valuation. "This is the one tech stock that I'm overweight … It's attractively priced for a rapidly growing company," said Lebenthal, chief equity strategist at Cerity Partners.
Persons: Karen Firestone, Firestone, Firestone wasn't, Josh Brown, Sarat Sethi, Jim Lebenthal, Lebenthal, Sethi, Douglas C, Management's Brown, Brown Organizations: Asset Management, Firestone, Cerity Partners, Lane, Associates, Google
On Thursday's "Ask Halftime," CNBC Pro subscribers asked which stocks they should buy, hold or sell right now. Jim Lebenthal of Cerity Partners said Boeing 's share price is at an attractive level to buy and hold right now. Then, Aureus Asset Management's Karen Firestone explained why she likes Booking Holdings ' stock as a travel-related investment.
Persons: Jim Lebenthal, Karen Firestone Organizations: CNBC, Cerity Partners, Boeing, Holdings
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAureus' Kari Firestone reveals her top stock picks ahead of Fed decisionKari Firestone, Aureus Asset Management CEO, joins 'Squawk Box' to discuss the latest market trends, stocks to watch this week ahead of Fed's rate decision, and more.
Persons: Kari Firestone Organizations: Aureus Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon hiring 250,000 employees for holiday rush. How the pros say to play itJim Cramer, Josh Brown of Ritholtz Wealth Management, Sarat Sethi of DCLA and Karen Firestone of Aureus Asset Management discussed Amazon after the company announced Tuesday it will add a quarter of a million employees ahead of the holiday season in the United States.
Persons: Jim Cramer, Josh Brown, Sarat Sethi, DCLA, Karen Firestone Organizations: Ritholtz Wealth, Aureus Asset Management Locations: United States
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