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Top related persons:
— - 1 Scott Rosenthal - 1 Rosenthal - 1 Rosenthal's - 1 it's - 1 Stan Majcher Stan Majcher - 1 Brent - 1 David Lefkowitz - 1
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Japan U.S China Saudi Arabia
Top related orgs:
Hotchkis - 2 Wiley - 2 Service - 1 Hotchkis & Wiley Capital Management - 1 Wiley Global Value Fund - 1 Business - 1 Econ - 1 CVS - 1

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7 mentions found


☆ A portfolio manager who's outperformed a major value index for over a decade shares 4 cheap stocks that the market's overlooking
  + stars: | 2024-09-18 | by ( Christine Ji | ) www.businessinsider.com   time to read: +5 min
Market disconnectsSpeaking of mistakes in the market, Rosenthal thinks the current composition of the market is untenable and due for a correction. "We don't think the equal-weighted S&P or any kind of index ex the Mag Seven is at an extremely low valuation," Rosenthal said. Rosenthal holds CVS (CVS) in his portfolio. Nippon Sanso (NPXYY) is a Japanese oil and gas company that Rosenthal believes is undervalued. Combined with the structural tailwind of corporate reforms within Japan, Rosenthal believes this Japanese company's stock is well-positioned to appreciate in the coming years.
Persons: —, Scott Rosenthal, Rosenthal, Rosenthal's, it's Organizations: Service, Hotchkis & Wiley Capital Management, Wiley Global Value Fund, Business, Econ, CVS, Nippon Locations: Japan
☆ Oil has had demand headwinds but maintains underlying growth, says Hotchkis & Wiley's Stan Majcher
  + stars: | 2023-08-09 | 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 EmailOil has had demand headwinds but maintains underlying growth, says Hotchkis & Wiley's Stan MajcherStan Majcher, portfolio manager at Hotchkis & Wiley, joins 'The Exchange' to discuss today's energy sector surge, strength in oil demand, long term oil supply concerns.
Persons: Stan Majcher Stan Majcher Organizations: Hotchkis, Wiley
☆ Analysis: Contrarians bet U.S. energy shares will shake doldrums in 2023's second half
  + stars: | 2023-06-28 | by ( David Randall | ) www.reuters.com   time to read: +4 min
That has hurt shares of energy companies: after soaring in 2022, the S&P 500 energy sector (.SPNY) has lost nearly 10% this year, making it the index’s worst performing sector. Most investors believe central bank interest rate hikes to fight inflation should keep a lid on global growth for the time being. Yet some are positioning for a rebound in energy shares, drawn by attractive valuations and signs the U.S. will continue to stave off an economic downturn. Stan Majcher, a portfolio manager at Hotchkis & Wiley, is among those counting on oil prices rebounding due to tight supply. “If you don’t get it, the path of least resistance is for oil prices to move much higher," he said.
Persons: Brent, David Lefkowitz, Baker Hughes, Stan Majcher, Refinitiv, Charles Lemonides, Sam Peters, David Randall, Lewis Krauskopf, Ira Iosebashvili, David Gregorio Our Organizations: YORK, UBS Wealth Management, UBS, Federal Reserve, TD Securities, . West Texas, Brent, U.S, drillers, Hotchkis, Wiley, Kosmos Energy Ltd, Bank of America Survey, Hess Corp, Occidental Petroleum Corp, ClearBridge Investments, Thomson Locations: U.S, China, Saudi Arabia
☆ Under supply of oil will lead to very high prices, says Hotchkis' Stan Majcher
  + stars: | 2023-04-13 | 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 EmailUnder supply of oil will lead to very high prices, says Hotchkis' Stan MajcherStan Majcher, Hotchkis & Wiley portfolio manager, joins 'The Exchange' to discuss consolidation in the oil and gas sectors.
☆ Analysis: Investors seek value in clobbered U.S. regional bank shares
  + stars: | 2023-03-28 | by ( David Randall | ) www.reuters.com   time to read: +4 min
The ETF has slumped nearly 26% since March 8, when SVB's troubles became known, while the S&P Regional Banks Select Industry Index (.SPSIRBK) is down around 23%. Concerns over deposit flight are still swirling around some regional banks. He owns shares of large regional banks including Citizens Financial Group Inc (CFG.N), which have fallen about 22% so far this year, and US Bancorp (USB.N), which are down some 18%. Margie Patel, a senior portfolio manager at Allspring Global Investments, has been adding new positions in regional banks over the last few weeks, citing "value." Regional banks "need positive news that shows their deposits are holding firm or growing," said Rick Meckler, a partner at family office Cherry Lane Investments.
☆ Biggest headwind for oil is weak global consumer spending, says Hotchkis' Stan Majcher
  + stars: | 2022-12-08 | 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 EmailBiggest headwind for oil is weak global consumer spending, says Hotchkis' Stan MajcherStan Majcher, Hotchkis & Wiley Mid Cap Fund portfolio manager, joins 'The Exchange' to discuss gasoline futures and America's role in oil production.
☆ The real danger with OPEC production cut is oil's short-term supply, says Stan Majcher
  + stars: | 2022-10-11 | 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 EmailThe real danger with OPEC production cut is oil's short-term supply, says Stan MajcherStan Majcher, Hotchkis & Wiley Mid-Cap Value Fund portfolio manager, joins 'The Exchange' to discuss why OPEC+ decided to cut production, what happens to oil and gas in the long-term and more.
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