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☆ Alphabet earnings and 3 more things we're watching in the stock market next week
▼ + stars: | 2024-07-20 | by ( Zev Fima | ) www.cnbc.com time to read: +12 min

But in general, this is the kind of development we've hoped to see ever since Starbucks' massive earnings miss April 30. We'll take the nearly 7% pop in shares Friday and hope it's only the beginning of recovery for the beaten-up stock. Fed's fave inflation measure : The personal spending and income report will be the most closely watched economic report next week. Earnings : As the second-quarter earnings season picks up pace, we'll hear from five Club holdings next week including Google parent Alphabet . Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

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☆ The managers of a fund that beat 97% of competitors in 2023 explain how they have outperformed for over a decade, what they're looking for in an investment, and the stocks they're watching in 2024
▼ + stars: | 2024-01-15 | by ( Mark Reeth | ) www.businessinsider.com time to read: +7 min

The Davenport Equity Opportunities Fund managers are unafraid to be different when it comes to finding high-quality investments to add to their fund. Beyond that, there's little restriction on the types of investments Pearson and Smith are looking at. Owner-operated businesses are a favorite for the fund managers, who prefer to find management that has skin in the game. AdvertisementFinally, the fund managers aren't afraid to hold onto their investments even if the market disagrees with their thesis. "Longer term, I think healthcare is an interesting place to invest just given the innovation, the stable demand, and the importance to society."

Persons: George Smith, Chris Pearson, Smith, who's, Pearson, we're, they're, Stocks, hasn't Organizations: Service, Business, The, The Davenport Equity, Fund, Opportunities Fund, Davenport Equity, Pearson, Nation Entertainment, Ticketmaster, Kinsale Capital Group, Clean Harbors Locations: The Davenport, Davenport, Kinsale, Richmond, Avantor

☆ This stock could become a 'one-stop shop' for biopharma and rally more than 35%, RBC says
▼ + stars: | 2023-06-21 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Avantor can show near-term resilience before outperforming in the long term, according to RBC Capital Markets. Analyst Conor McNamara initiated coverage of the health care products stock at outperform. His $27 price target implies a 37.4% upside from where shares finished Tuesday. AVTR YTD mountain Avantor Avantor is well-positioned for the long-term, McNamara said, as the life science tools sector is one of the most attractive in health care. Though the price target would require the stock to trade at historical multiples relative to peers, McNamara said that would be justified after the company's operating improvements in recent years.

Persons: Conor McNamara, McNamara, — CNBC's Michael Bloom Organizations: RBC Capital Markets

☆ Maverick Capital bets again on Netflix, reveals new stake in this chemicals stock
▼ + stars: | 2022-11-16 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Lee Ainslie's Maverick Capital is betting on Netflix once again and beefing up positions in several beaten-up technology stocks after a rough year for the sector. The hedge fund opened a fresh stake worth $82.9 million in Netflix during the third quarter, according to regulatory filings. Ainslie owned the streaming stock earlier this year, but liquidated his position during the second quarter. Netflix shares have come under pressure this year in an increasingly competitive streaming environment, with shares down roughly 49%. Coatue Management, meanwhile, trimmed its position in the streaming stock.

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