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☆ Investment Committee Moves: EPAM, Paycom, Blackstone, Healthequity, Booz Allen, Leidos, and Vertiv
▼ + stars: | 2024-11-20 | 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 EmailInvestment Committee Moves: EPAM, Paycom, Blackstone, Healthequity, Booz Allen, Leidos, and VertivKaren Firestone and Steve Weiss join CNBC's 'Halftime Report' to detail their latest portfolio moves.

Persons: Booz Allen, Leidos, Vertiv Karen Firestone, Steve Weiss, CNBC's Organizations: Email Investment, Blackstone, Healthequity Locations: Paycom

☆ Aureus' Kari Firestone on key takeaways from earnings season so far
▼ + stars: | 2024-10-31 | 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 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

☆ The one sector of the stock market that is cheap with upside today
▼ + stars: | 2024-09-29 | by ( Karen Firestone | ) www.cnbc.com time to read: +5 min

The table and chart below illustrate some characteristics of the biopharma stocks. The average price/earnings multiple for the group, using 2025 estimates, is 12.7 times versus 20.6 times for the S & P 500. A major knock on the biopharma group is the limited productivity from their extremely expensive research efforts, other than obesity drugs, over the past twenty-five years. The technology using AI might not be ready yet, particularly related to the complex biology of the human body. Complex programs exist already, such as AlphaFold, which predicts the structure of three-dimensional compounds using data on protein sequences.

Persons: Bristol Myers, Amgen, Eli Lilly, Lilly, Johnson Organizations: CNBC, Merck, Pfizer, Novo Nordisk, JPMorgan Locations: Bristol

☆ Trade Tracker: Karen Firestone trims Adobe and buys more Autodesk
▼ + stars: | 2024-09-25 | 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 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

☆ Joe Schmidt, Detroit Lions linebacker and Pro Football Hall of Famer, dies aged 92
▼ + stars: | 2024-09-13 | by ( Ben Morse | ) edition.cnn.com time to read: +3 min

CNN —Joe Schmidt, a Detroit Lions legend and Hall of Famer, has died at the age of 92, his family said in statement published by the Pro Football Hall of Fame. “When Joe Schmidt got to the ball carrier, that was the end of the play. He went on to play his entire 13-year NFL career in Detroit, helping the Lions win another NFL championship in 1957. Schmidt (56) lines up as Los Angeles Rams quarterback Zeke Bratkowski (12) prepares to snap the ball against the Detroit Lions at Los Angeles Memorial Coliseum on October 29, 1961. He was enshrined into the Pro Football Hall of Fame in 1973 and is a part of the NFL 100 All-Time Team.

Persons: Joe Schmidt, Hall, ” Jim Porter, ” Schmidt, Schmidt didn’t, Schmidt, Zeke Bratkowski, David Boss, Imagn Schmidt, “ Joe Schmidt, Martha Firestone Ford, “ Joe, Marilyn, ” Ford Organizations: CNN, Detroit Lions, Hall of Famer, Pro Football Hall of Fame, NFL, Lions, University of Pittsburgh, The Lions, Los Angeles Rams, Los Angeles Memorial Coliseum, USA, ” Lions Locations: Detroit

☆ Firestone: The markets have been here before, we've done this on the inflation front
▼ + stars: | 2024-08-14 | 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: 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

☆ Opinion | Biden Is Right: End Lifetime Tenure on the Supreme Court
▼ + stars: | 2024-07-22 | by ( David Firestone | ) www.nytimes.com time to read: +2 min

It wasn’t that long ago that many Republicans fully supported the most compelling of Biden’s ideas: term limits for justices. Term limits were also supported by Senator Marco Rubio, and Senator Ted Cruz proposed putting justices up for election every eight years. But an 18-year maximum tenure for justices, as Biden and many others have proposed, shouldn’t be ping-ponged around by whatever faction is dissatisfied with the current court. Through the 1960s, the average term on the court was around 15 years; after 1970, it became about 26 years. The founders did not fully anticipate how a justice might become insulated from reality after serving on the court for many decades.

Persons: Mike Johnson, Biden’s, Josh Hawley, John Roberts, Marco Rubio, Ted Cruz, Biden, It’s, —, Clarence Thomas — Organizations: Republicans don’t, Republicans, Republican, it’s Locations: Missouri

☆ Karen Firestone: Cheap stocks are appealing – but not always the best deal. Here’s why
▼ + stars: | 2024-06-30 | by ( Karen Firestone | ) www.cnbc.com time to read: +5 min

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

☆ Opinion | Biden’s Truth Is Being Overshadowed by His Stumbles
▼ + stars: | 2024-06-25 | by ( David Firestone | ) www.nytimes.com time to read: +1 min

The president who walked haltingly to the podium as the debate began Thursday night was not State of the Union Joe Biden. Instead, his voice was hoarse, he stumbled over facts, and occasionally he seemed to lose his train of thought and became a little incoherent. And yet, despite his terrible delivery, Biden was at least telling voters the truth. Trump said he never got any credit for getting the country out of the Covid-19 pandemic. Of course he didn’t; his policies and lack of action made the pandemic far worse.

Persons: haltingly, Union Joe Biden, Biden, Donald Trump, Trump Organizations: Union

☆ Opinion | The Supreme Court’s Bump Stock Decision Will Prove Fatal
▼ + stars: | 2024-06-12 | by ( David Firestone | ) www.nytimes.com time to read: +2 min

There was nothing abstract about the 6-to-3 decision issued Friday morning by the Supreme Court to permit bump stocks to be used on semiautomatic rifles. It is one of the most astonishingly dangerous decisions ever issued by the court, and it will almost surely result in a loss of American lives in another mass shooting. Bump stocks attach to the back of a rifle and use the gun’s recoil to enable shooting hundreds of bullets at a very rapid pace, far faster than anyone could shoot by pressing the trigger multiple times. Bump stock devices were banned the next year, just as all fully automatic machine guns are banned for public use, but the six conservative members of the court seemed entirely unbothered by their deadly potential. The opinion, written by Justice Clarence Thomas, parses in a ridiculous level of detail whether bump stocks truly fit the precise mechanical definition of a machine gun.

Persons: Clarence Thomas, parses, Trump Organizations: Vegas, Firearms Policy Foundation

☆ Opinion | Trump Is ‘Honored’ by a Verdict That Should Shame Him
▼ + stars: | 2024-05-28 | by ( David Firestone | ) www.nytimes.com time to read: +2 min

Donald Trump could have gone any number of directions on Friday morning in his first speech after becoming a felon. A better human being might have expressed some remorse or a modicum of respect for the jury’s verdict, but that’s not who he is. In fact, what was remarkable about the speech at Trump Tower was how little effect the conviction seems to have had on his permanent vocabulary of grievance. The usual journalistic cliché for speeches like this one is “rambling,” but at least on a ramble you actually go someplace, if slowly. Trump, on the other hand, had no apparent destination.

Persons: Donald Trump, that’s, it’s, ”, Alvin Bragg, Juan Merchan “, he’s, Biden, “ Organizations: Trump, Democratic Party

☆ What's really powered this market are 4 or 5 names, says Aureus' Kari Firestone
▼ + stars: | 2024-05-09 | 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 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

☆ Karen Firestone: Tech dominates the S&P 500. It's time to ask whether it's the best benchmark for investors
▼ + stars: | 2024-04-29 | by ( Karen Firestone | ) www.cnbc.com time to read: +7 min

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

☆ What are the chances Nvidia can continue its parabolic gain? Let's look at stock market history
▼ + stars: | 2024-03-18 | by ( Karen Firestone | ) www.cnbc.com time to read: +5 min

That's over a 2000% gain, compared to 83% for the S & P 500. While the absolute numbers were uninspiring, the relative performance, versus the S & P 500, was even more discouraging. Of the 49 double-bagger-plus names, only 21, or 43%, outperformed the S & P in the next year, with 28, or 57% underperforming. It generally relies on earnings growth, often before those profits emerge, but eventually as the company's sustaining force. Does that mean buying NVDA is safe, because of that earnings growth rate?

Organizations: Nvidia

☆ The Comet Strike Theory That Just Won’t Die
▼ + stars: | 2024-03-05 | by ( Zach St. George | ) www.nytimes.com time to read: +1 min

For decades, scientists had puzzled over the cause of this rapid climatic reversal, which they marked by, among other things, the reappearance in southerly fossil deposits of tundra plants. These included the wildflower Dryas integrifolia, which gives the 1,200-year time span its name: the Younger Dryas. Here was an explanation: The impact caused the sudden cooling, the Firestone team argued, and contributed to the demise of the mammoths, steppe bison and other large Pleistocene mammals, along with the people who pursued them. Researchers later claimed that the Younger Dryas impact prompted a turn toward agriculture in Eurasia and eventually, civilization. “So the whole setup of human culture would have been very different,” he says.

Persons: James Kennett, ” Organizations: Firestone Locations: Eurasia, Americas

☆ Investors shouldn't feel a desperate need to go all-in around AI stocks, says Kari Firestone
▼ + stars: | 2024-03-01 | 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 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

☆ Final Trades: Thermo Fisher, Samsara and IYR
▼ + stars: | 2024-02-29 | 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: Thermo Fisher, Samsara and IYRToday’s ‘Halftime Report’ Investment Committee, Karen Firestone, Shannon Saccocia and Josh Brown give their top picks to watch for the second half.

Persons: Today’s, Karen Firestone, Shannon Saccocia, Josh Brown Organizations: Investment

☆ Final Trades: Google, Wabtec, Flex LNG and QQQ
▼ + stars: | 2024-02-28 | 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: Google, Wabtec, Flex LNG and QQQToday’s ‘Halftime Report’ Investment Committee, Jenny Harrington, Kari Firestone, Joe Terranova and Steve Weiss give their top picks to watch for the second half.

Persons: Today’s, Jenny Harrington, Kari Firestone, Joe Terranova, Steve Weiss Organizations: Google, Flex LNG, Investment

☆ Karen Firestone: Here’s what’s fueling mega-cap tech’s win streak into 2024
▼ + stars: | 2024-02-07 | by ( Karen Firestone | ) www.cnbc.com time to read: +5 min

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: West Pharma, Sonos, Thermo Fisher and TransDigm
▼ + stars: | 2024-02-07 | 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: West Pharma, Sonos, Thermo Fisher and TransDigmToday’s “Halftime Report” Investment Committee, Steve Weiss, Joe Terranova, Brian Belski and Karen Firestone give their top picks to watch for the second half.

Persons: Today’s, Steve Weiss, Joe Terranova, Brian Belski, Karen Firestone Organizations: West Pharma, Investment

☆ Key earnings on deck: Disney, O'Reilly and Expedia
▼ + stars: | 2024-02-07 | 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 EmailKey earnings on deck: Disney, O'Reilly and ExpediaJoe Terranova, Karen Firestone and Brain Belski break down what they'll be watching from the earnings reports.

Persons: O'Reilly, Expedia Joe Terranova, Karen Firestone, Brain

☆ Kari Firestone on UnitedHealth: This is a great company that has a lot of momentum
▼ + stars: | 2024-02-07 | 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 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

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