DIRS.INFO The most relevant business & tech news

☆ Turn to these dividend growers as the Fed cuts rates
▼ + stars: | 2024-08-12 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

As the Federal Reserve starts to cut interest rates, it makes sense that investors might turn to dividend stocks. In slow tightening cycles, fast dividend growers have outperformed slow growers and high yielders, the firm found in its analysis. The fastest growers are defined as the top 25% of the S & P 500 payers by trailing one-year dividend growth, while the slowest are the bottom 25%. We looked within the top 25% of S & P 500 dividend stocks by trailing one-year dividend growth. They also have a dividend yield of more than 2% and an upside of 10% or more to the average price target.

Persons: Ned Davis, Ed Clissold, Clissold, Prologis, SLB Organizations: Federal Reserve, Ned Davis Research, Ned, CNBC, CNBC Pro, Wall, Resorts, Equinix Locations: Real, Aker

☆ These high-dividend-yielding stocks could see a rebound as rates decline, BMO says
▼ + stars: | 2024-08-07 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Now could be a good time to start buying stocks with high dividend yields, according to BMO Capital Markets. The highest-paying S & P 500 stocks have significantly underperformed the index over the last year and a half, even with the rebound they've enjoyed in recent months, said chief investment strategist Brian Belski. They are rated outperform by the firm's analysts and fall within the top 25% of S & P 500 stocks by dividend yield. Digital Realty Trust, which pays a 3.28% dividend yield, owns, develops and operates data centers — which are expected to see surging demand thanks to AI . Host Hotel & Resorts, which owns luxury and upper-upscale hotels, has a 4.92% dividend yield and is down 16% so far this year.

Persons: they've, Brian Belski, Belski, AbbVie Organizations: BMO Capital Markets, Federal, Fed, BMO, Pfizer, pharma, AbbVie, Cerevel Therapeutics, American Electric Power, Southern Company, Utilities, Digital Realty Trust, Host Hotels, Resorts Locations: Southern

With nearly three-fourths of the S & P 500 reporting second-quarter results, the earnings picture for the back half of the year is looking unusually complicated. It's been a 'meh' quarter so far We have the usual beat on bottom-line earnings, but revenue beats are below expectations. Most companies are beating on earnings estimates but are declining to hike full-year guidance beyond the beat. Plenty of complaints about a slowing China consumer A weak China economy has been a significant headwind for a number of global companies this season. Procter & Gamble's China sales tumbled 8% from a year ago as consumer spending slowed.

Persons: It's, Sherwin, Williams, Lockheed Martin, Chipotle, Isaac, CDW, Clorox, – Hershey, Kraft Heinz, Mondelez, General Mills, Smucker, McDonald's, Wendy's, Bob, Wyndham, Mills, Marriott, LVMH, haven't Organizations: GE Aerospace, Hasbro, Lockheed, Verizon, Mattel, IBM, Juniper Networks, Enphase Energy, NXP Semiconductors, Accenture, Oracle, Procter, Gamble, PepsiCo, ConAgra Brands, Bank of America, MGM Resorts, Comcast, Marriott, Airlines, Allegiant, Ryanair, Gamble's, Starbucks, Visa, Nike, Vegas Sands Locations: J.M, Atlantic City, China, Gamble's China, Greater China, Japan, Macao, Marina, Sands, Singapore

☆ Here are Friday's biggest analyst calls: Netflix, Nvidia, Apple, Arm, Meta, Amazon, Hasbro, Coinbase, Broadcom & more
▼ + stars: | 2024-07-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Friday's biggest calls on Wall Street: UBS upgrades Accenture to buy from neutral UBS said the IT services company has AI optionality. UBS upgrades Wolverine World Wide to buy from neutral UBS said it sees sales growth and margin upside for the footwear manufacturer. JPMorgan reiterates Netflix as overweight JPMorgan said it's sticking with its overweight on Netflix following Thursday's earnings report. Bank of America reiterates Amazon as buy Bank of America said it's sticking with its buy rating following Amazon's Prime Day. UBS upgrades Ameren to buy from neutral UBS upgraded the electric services company and said regulatory risks are "overly discounted."

Persons: Morgan Stanley, Oppenheimer, William Blair, it's, Needham, Coinbase, Wedbush, it's bullish, Barclays downgrades Molson Coors, Cantor Fitzgerald, Cantor, Evercore, JPMorgan, Buck, Melius Organizations: UBS, Accenture, JPMorgan, Netflix, Revenue, Bank of America, 3Q, Nvidia, Meta, NASDAQ, Trump, Vance, Big Tech, Choice, Barclays downgrades, Barclays, TAP, Apple, Services, Broadcom, Broadcom's, Consumer, Hasbro Locations: China, Coinbase

☆ Analysts love these cheap dividend-paying stocks heading into the second half
▼ + stars: | 2024-06-28 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

The stock market has had a hot first half, with the S & P 500 up roughly 15%, but there are still opportunities for investors to find cheap names with solid dividends. They also have upside to the average analyst price target of 10% or more, according to FactSet. The S & P 500 energy sector has also done well this year, up more than 9% so far. SLB has a whopping 41.5% upside to the average price target, while ConocoPhillips has more than 27% upside to the average price target. About 68% of analysts covering the stock rate it a buy or overweight, and it has nearly 22% upside to the average price target.

Persons: Sempra, Baker Hughes, SLB Organizations: Federal Reserve, CNBC Pro, Hotels, Resorts, BMO, Utilities, ConocoPhillips, Analysts, Oil, Hasbro, Bank of America Locations: SLB

☆ These S&P 500 stocks are cheap and well-liked by analysts heading into June
▼ + stars: | 2024-05-30 | by ( Pia Singh | ) www.cnbc.com time to read: +8 min

The company has a low forward price-to-earnings ratio of roughly 8.6. Ulta Beauty also made the screen as a cheap stock that analysts are bullish on. The stock has a 14.5 forward price-to-earnings ratio and a consensus buy rating from analysts polled by FactSet. Online pickup orders inside an Ulta Beauty store in the Upper East Side neighborhood in New York, US, on Monday, Nov. 27, 2023. The stock has a 14.5 forward price-to-earnings ratio and a consensus buy rating from analysts polled by FactSet.

Persons: Jefferies, Trevor Williams, We're, FactSet, Stifel, Ulta, General Motors, Bing Guan Organizations: Dow Jones, Nasdaq, CNBC, Financial, Global Payments, Jefferies, JPMorgan, Cadillac, Chevrolet, General, FedEx, Halliburton, Gilead Sciences, CVS Health, Bloomberg, Getty, CVS, Epam, Motors, HAL Halliburton, Resorts, JBL, LKQ, Vegas Sands Corp, MGM MGM Resorts International, LSEG Financial, Inc Locations: Gilead, New York

☆ BMO is buying the real estate dip. These dividend-yielding stocks on are its buy list
▼ + stars: | 2024-05-10 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Real estate stocks have become oversold and that's presented an opportunity for investors, according to BMO. Real estate is the only S & P 500 sector that's in the red this year, off 6%. .SPLRCR YTD mountain S & P 500 Real Estate Sector year to date BMO identified four other periods of this abnormal underperformance. In the year following such troughs, real estate investment trusts outperformed the S & P 500 by about 17%, on average. "The death of commercial real estate is way, way precluded.

Persons: that's, Brian Belski, Belski, REITs, Charles Meyers Organizations: BMO, Real, Boston Properties, CNBC, Boomers, . Census, Hotels, Resorts Locations: New York, San Francisco

☆ These stocks are well-liked by analysts and can protect your portfolio in times of sell-off
▼ + stars: | 2024-04-25 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

While a market correction can be bad for a portfolio, CNBC Pro has some ideas for how to weather a downturn. The average analyst surveyed by LSEG also has a buy rating with an upside showing shares can rally about 18% in the next year. In addition to having a buy rating, the typical analyst polled by LSEG anticipates shares climbing nearly 21%. It also has the second-highest earnings per share growth rate at nearly 265%. But the average analyst has a buy rating on the stock with a price target suggesting shares can jump nearly 16%, per LSEG.

Persons: catalyzing, Ventas, LSEG, Steve Sakwa, Sakwa Organizations: CNBC Pro, Gross, Dow Jones Industrial, Nasdaq, Resorts

☆ Talk of recession is dying down in corporate America
▼ + stars: | 2024-03-17 | by ( Alex Harring | ) www.cnbc.com time to read: +7 min

Ever since the Federal Rserve began raising interest rates in early 2022, corporations and investors have braced for how a recession might play out. The word recession came up on the fourth-quarter earnings calls of 47 companies in the S & P 500, according to market data platform FactSet. Almost half of the more than two dozen finance chiefs surveyed by CNBC said they expect the Federal Reserve to control inflation without a recession, a scenario known as a soft landing. Looking ahead to 2024, CFO Emma Giamartino said the Dallas-based company's full-year guidance is "contingent" on the Fed cutting short-term interest rates and the economy skirting a recession. "All indications are now that we're going to have more of a soft landing than a recession."

Persons: John Wall, Emma Giamartino, Giamartino, Richard Galanti, Galanti, Joseph Margolis, it's, Margolis, J, Thomas Hill, Marvin Ellison, Ellison Organizations: Federal, U.S, Cadence Design Systems, CNBC, Federal Reserve, Costco, Kirkland Signature, Hotels, Vulcan Locations: Dallas, Salt Lake City, North Carolina

☆ Host Hotels CEO Jim Risoleo: Expect international demand to remain a positive trend
▼ + stars: | 2023-11-02 | 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 EmailHost Hotels CEO Jim Risoleo: Expect international demand to remain a positive trendJim Risoleo, Host Hotels CEO, joins 'The Exchange' to discuss the strength of hotels, the impact of rising rates on the market, and more.

Persons: Jim Risoleo Organizations: Host Hotels

☆ Stocks making the biggest moves midday: CarMax, Accenture, Peloton, Jefferies and more
▼ + stars: | 2023-09-28 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

DigitalBridge — Shares of the digital infrastructure company jumped 5.8% after JPMorgan upgraded the company to overweight from neutral. After the market closed Wednesday, Jefferies posted earnings of 22 cents per share on revenue of $1.18 billion. Accenture — Shares of the IT and consulting firm fell nearly 5% Thursday after Accenture reported mixed results for its fiscal fourth quarter. The used-car retailer's fiscal second-quarter earnings and revenue slipped from a year ago on weakening demand for used cars. Concentrix — Shares gained 10% a day after Concentrix said it would hike its quarterly dividend 10% to about 30 cents a share.

Persons: Trimble —, DigitalBridge, Jefferies, Duolingo, Wolfe, Lululemon, CarMax, Concentrix, FactSet, —, Jesse Pound, Christina Cheddar, Berk Organizations: Corporation, JPMorgan, Jefferies, UBS, Resorts, Wolfe Research, Accenture —, Accenture, StreetAccount, Micron, LSEG

☆ September is the cruelest month for stocks. Pros share their trading tips — and what to buy
▼ + stars: | 2023-09-01 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

The pros share their expectations and tips for how investors can trade in the month ahead. The volatility isn't over The "potential bite" of aggressive Fed policy could lead to more volatility, said Richard Saperstein, chief investment officer at investment firm Treasury Partners, in a Tuesday note. Avoid tech — but not completely Avoid mega-cap tech stocks such as the "Magnificent Seven" now, the pros said, referring to Apple , Amazon , Alphabet , Meta , Microsoft , Nvidia and Tesla — tech stocks that have made massive gains this year. "Big tech stocks have run and valuations are richer than they have been. Dave Sekera, chief U.S. market strategist at Morningstar, said on Thursday that not all tech stocks are overvalued.

Persons: Richard Saperstein, Ben Kirby, CNBC's, Carol Schleif, George Ball, Sanders Morris Harris, Schleif, Ball, it's, Dave Sekera, Kirby, Thornburg, Morgan Stanley, Andrew Slimmon Organizations: U.S . Federal Reserve, Treasury Partners, Thornburg Investment Management, BMO Family Office, Apple, Microsoft, Nvidia, Tesla, Big Tech, Morningstar, Autodesk, Software, Teladoc, CNBC, CME, Hyatt Hotels, Hotels, Resorts, Hilton Hotels, Morgan, Morgan Stanley Investment, United Rentals Locations: U.S, China, Argentine

☆ Morning Bid: Asian markets face tough act to follow
▼ + stars: | 2023-07-30 | by ( ) www.reuters.com time to read: +3 min

NEW YORK, July 31 (Reuters) - A look at the day ahead in Asian markets from Stephen Culp, financial markets columnist. Chinese stocks face the challenge of topping last week's 4.5% gain in the CSI 300 (.CSI300), the index's biggest weekly jump since November. Market participants are also scrutinizing the other side of the Sea of Japan for signs of life in the Chinese economy. Potentially market-moving U.S. indicators next week include manufacturing and services PMI. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.

Persons: Stephen Culp, Diane Craft Organizations: YORK, Japan's, CSI, Nikkei, Asia Pacific, Bank of Japan, Apple Inc, Western Digital Corp, Caterpillar Inc, Starbucks Corp, Qualcomm Inc, Marriott International, MGM Resorts International, Hotels, Resorts, PMI, Thomson, Reuters Locations: China, Japan, Beijing, United States, Australia, Korea

☆ Stocks making the biggest premarket moves: Walgreens, Kellogg, Eli Lilly, Delta and more
▼ + stars: | 2023-06-27 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

It also reported adjusted earnings per share for its fiscal third quarter of $1, missing a Refinitiv forecast of $1.07. Kellogg — Shares added 2.5% in premarket trading after an upgrade from Goldman Sachs to buy. Delta Air Lines — The travel stock added about 1% in premarket trading after Delta forecast full-year adjusted earnings of $6 per share, at the high end of previous guidance. American Equity Investment Life — The stock jumped 15% in premarket trading after Bloomberg reported Canadian investment firm Brookfield was close to making a deal to buy the insurance firm for approximately $4.3 billion. The Wall Street firm said it expects deteriorating trends in key markets and higher competitive supply versus its peer group.

Persons: Kellogg —, Goldman Sachs, Kellogg, Taiwan's Foxconn, Eli Lilly —, Eli Lilly, retatrutide, Morgan Stanley, —, Sarah Min, Brian Evans, Jesse Pound, Michael Bloom Organizations: Walgreens, Alliance, Lordstown Motors, Motors, U.S, Delta Air Lines, Delta, Equity Investment, Bloomberg, Resorts Locations: New York City, Brookfield

☆ 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.

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.

☆ History shows these under-the-radar stocks will win as the Fed continues to lift interest rates
▼ + stars: | 2022-09-20 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Consistent returns may seem hard to find amid a topsy-turvy stock market and soaring Treasury yields. The latest hot inflation report dashed investors' hopes of a more accommodative Fed, which has already raised rates four times this year. These stocks had the biggest median percent gain during those 10 months of rate spikes, according to FactSet's data. What follows are the top 10 under-the-radar stocks poised to outperform as the Fed continues to hike interest rates. Higher interest rates are generally a positive development for insurers and banks.

☆ Goldman says own these frugal stocks with corporate profitability under siege
▼ + stars: | 2022-09-19 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Corporate profits will continue to be crushed amid high inflation and Federal Reserv e interest rate hikes, according to Goldman Sachs. Already this year, profitability has weakened, with the S & P's ROE declining by 84 basis points in the second quarter. With that in mind, Goldman rebalanced its "ROE Growth" basket, which contains 50 stocks with the highest consensus expected ROE growth during the next 12 months. Charter Communications , Amazon and Nike were among those added to the basket, all with expected ROE growth close to 40%. Among the financial names new to the basket is Allstate , with an expected ROE growth of 28%.

Search resuls for: "Host Hotels"

18 mentions found