Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Mike Bailey"


24 mentions found


In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle has nice growth this year and expect the same next year, says FBB Capital’s Mike BaileyFBB Capital’s Mike Bailey and Moor Insights’ Patrick Moorhead, join 'Power Lunch' to discuss their Big Tech playbooks and expectations for the sector through year-end.
Persons: FBB, Mike Bailey FBB, Mike Bailey, Patrick Moorhead Organizations: Google, Tech
Valerie Plesch | Picture Alliance | Getty ImagesThis report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Sentiment in markets, it seems, was buoyed by encouraging comments from the Fed. The Fed, in other words, is keeping a close eye on the economy and wants to make sure it maintains its smooth landing. It's as if Stephen Sondheim's musical "Into the woods to get the money," markets are merrily singing.
Persons: Valerie Plesch, Gregory Daco, Goldman Sachs, Stephen Suttmeier, Philip Jefferson reemphasized, we're, Mike Bailey, Stephen Sondheim's, Jeff Cox, Samantha Subin, Sarah Min Organizations: Federal Reserve, Getty, CNBC, Brent, Bank of America, Dow Jones Industrial, Nasdaq, Apple, Micro Computer, Fed, FBB Capital Partners Locations: USA, Washington, Florida, U.S, Israel
Heading into November's U.S. presidential election, professional investors agree on one strategy — diversification remains key. Diversification to hedge tax rate risk FBB Capital Partners' Mike Bailey said that should former President Donald Trump win, his tax cuts might mean better overall prospects for equities. Bailey emphasized that while his investment strategy avoids predicting macroeconomic events and timing the market, Depending on the election's outcome, there could obviously be different results for investors, investors could find it helpful to look at the extreme outcomes of the election. He recommended diversifying across different asset classes, since higher tax rates could lead to downside in the equity market. "If tax rates change, I don't think bonds are going to move that much, so you're pretty safe on that side," he said.
Persons: Mike Bailey, Donald Trump, Bailey, Tesla, John Davi, we're, Davi, You've, it's, Kumar Organizations: November's U.S, Nasdaq, Federal Reserve, Dow Jones, CNBC Pro, Wall, Capital Partners, CNBC, Astoria, Komal, Sri, Kumar Locations: U.S, , China, Mexico
Traders work on the floor at the New York Stock Exchange on June 14, 2024. U.S. stock futures were little changed Wednesday night after both the S&P 500 and Nasdaq Composite closed at new all-time highs. Futures tied to the broad market index slipped less than 0.1%, as did Nasdaq 100 futures . These moves come before a key inflation report due to be released Thursday morning, which could help solidify expectations for a rate cut in September. "Any upside surprises in inflation are going to be downside surprises for markets.
Persons: Dow Jones, Mike Bailey Organizations: New York Stock Exchange, Nasdaq, Dow Jones Industrial, Costco Wholesale, Dow, FBB Capital Partners, PepsiCo, Delta Air Lines
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCompanies can handle higher for longer for now, says FBB's Mike BaileyMike Bailey, FBB Capital Partners director of research, joins 'Power Lunch' to discuss his second half market outlook and playbook.
Persons: Mike Bailey Mike Bailey Organizations: FBB Capital Partners
And Veeva's CEO said on his company's earnings call that generative artificial intelligence has been "a competing priority" for customers. Add it all up and it was a brutal week for software and enterprise tech. "Every enterprise software company kind of has adjusted" since after the pandemic, Benioff said on his company's earnings call. "Macroeconomic headwinds are still out there," Okta finance chief Brett Tighe said on the company's earnings call. Veeva CEO Peter Gassner cited "disruption in large enterprises as they work through their plans for AI."
Persons: Marc Benioff, Dell, Salesforce, Benioff, Brett Tighe, Daniel Dines, Dines, Rob Enslin, Tomer Weingarten, Peter Gassner, Gassner, Zscaler, Jay Chaudhry, — CNBC's Ari Levy, FBB, Mike Bailey Organizations: Salesforce, Economic, Computing Fund, Dell, Barclays, CNBC Locations: Davos, Switzerland, Paycom, U.S, UiPath, reprioritize
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings are good, but software has to execute better, says FBB Capital’s Mike BaileyCNBC’s Mike Santolli with FBB Capital’s Mike Bailey, join 'Power Lunch' to discuss the market trends, whether to buy the dips and how stocks are set up heading into the summer.
Persons: FBB, Mike Bailey, Mike Santolli, FBB Capital’s Mike Bailey
Conversely, Kilburg is adding to positions that have lagged the market, such as industrial and health-care stocks. "Those are three names that I believe are blue chip, essential names to the U.S. economy," he said. UnitedHealth and other health-care stocks are also trading at a discount, Kilburg said, citing Johnson & Johnson as a potential winner. Buy cyclical names Bailey, formerly a health-care analyst at Legg Mason and Stifel Financial before joining FBB in 2015, expects a hotter-than-forecast inflation report on Wednesday would take stocks lower. The Johns Hopkins MBA also sees the larger, diversified banks as attractive in a climate of higher inflation and interest rates.
Persons: Jeff Kilburg, Kilburg, Mike Bailey, Bailey, payrolls, Lockheed Martin, Johnson, Legg Mason, Berkshire Hathaway, Johns Hopkins, UnitedHealth Organizations: KKM, FBB Capital Partners, Meta, Nvidia, Lockheed, Stifel, FBB, Treasury, Berkshire, Union Pacific, Old Dominion Freight Locations: U.S, McLennan, Progressive, Chevron
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe'll continue moving beyond the 5,000 level as earnings grow, says FBB Capital's Mike BaileyMike Bailey, director of research with FBB Capital Partners, and CNBC's Mike Santoli, join 'Power Lunch' to discuss earnings and their market impact.
Persons: FBB, Mike Bailey Mike Bailey, Mike Santoli Organizations: FBB Capital Partners
"To us, it looks pretty compelling, [a] pretty consistent business, and it's trading at a discount." Such concerns aren't holding back Bailey's bet on McDonald's as the fast-food giant continues to top investor expectations. MCD 1Y mountain McDonald's shares over the last year "To me, it feels a little overblown. Bailey views Progressive as a "contrarian" play in financials, seeing it gaining share from competitors such as Geico and State Farm. "That's a pretty compelling idea for us."
Persons: Mike Bailey, I've, Bailey, Wall, You've, Wall Street's, Bailey's Organizations: Capital Partners, CNBC, Amazon, Microsoft, UnitedHealth Locations: financials
The S & P 500 rose 24% in 2023, ending the year just shy of a record closing high. The highest S & P 500 target on the Street calls for 8.7% upside from Thursday's close. A fund with exposure to small and midcap semiconductor stocks is the SPDR S & P Semiconductor ETF (XSD) . Exposure to this space can be obtained through the SPDR S & P Health Care Equipment ETF (XHE) . For these investors, Bailey likes Berkshire Hathaway , calling it a counter-cyclical sitting on a ton of cash.
Persons: Larry Adam, Raymond James, Robert Kaplan, Steven Wieting, Wieting, there's, Mike Bailey, — Bailey, Bailey, They're, Berkshire Hathaway, Eli Lilly, they're, Jack Ablin, Ablin, Rowe Price Organizations: Nasdaq, Dow Jones Industrial, CNBC Pro's, Survey, National Association for Business Economics, Dallas Federal, CNBC, Bank of America, Fed, CNBC Pro, Citi Global Wealth, Nvidia, Meta, Microsoft, P Semiconductor, P Health Care, FBB Capital Partners, Corporate, Aggregate Bond, Berkshire, Essex Property Trust, Federal Realty Trust, Rowe Price Group Locations: Essex
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBuy the dip and add to quality, says FBB Capital Partners' Mike BaileyMike Bailey, director of research with FBB Capital Partners, joins 'Power Lunch' to discuss opportunity plays in the stock bounce back.
Persons: Mike Bailey Mike Bailey Organizations: Partners, FBB Capital Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon may outperform even with continued pressure in tech, says FBB Capital Partners' Mike BaileyCNBC's Mike Santoli with Mike Bailey, director of research with FBB Capital Partners, join 'Power Lunch' to discuss whether tech stocks could be nearing a correction, why investors should be watching Amazon, and more.
Persons: Mike Bailey, Mike Santoli Organizations: Partners, FBB Capital Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFBB's Mike Bailey believes the 'Magnificent 7' are down, but not outCNBC's Mike Santoli with Mike Bailey, director of research with FBB Capital Partners, join 'Power Lunch' to discuss the recent fall of shares for the 'Magnificent Seven.'
Persons: Mike Bailey, Mike Santoli Organizations: FBB Capital Partners
FBB's Mike Bailey expects more market volatility over the summer
  + stars: | 2023-06-21 | 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 EmailFBB's Mike Bailey expects more market volatility over the summerMike Bailey, FBB Capital Partners, joins 'Power Lunch' to discuss what's next for tech and the reason for the markets being down for the third straight day in a row.
Persons: Mike Bailey, what's Organizations: FBB Capital Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with FBB Capital's Mike Bailey on state of U.S. stock marketMike Bailey, FBB Capital Partners, joins 'Power Lunch' to discuss what's next for tech and the reason for the markets being down for the third straight day in a row.
Persons: FBB Capital's Mike Bailey, Mike Bailey, what's Organizations: FBB Capital Partners Locations: U.S
Tim Cook bets his legacy on augmented reality
  + stars: | 2023-06-13 | by ( Clare Duffy | ) edition.cnn.com   time to read: +11 min
David Paul Morris/Getty Images Cook speaks in front of an image of an iPhone 4S at Apple headquarters in 2011. Yui Mok/PA Images/Getty Images Tim Cook puts on a Boston Red Sox jersey before a baseball game between the Red Sox and the Detroit Tigers in June 2017. Justin Sullivan/Getty Images Tim Cook signs the box of a new iPhone X at an Apple Store in Palo Alto in November 2017. Andrew Harrer/Bloomberg/Getty Images Cook speaks via video conference at a House Judiciary subcommittee hearing on online platforms and market power in July 2020. In pictures: Apple CEO Tim Cook Prev NextFollowers of the company are divided on what the headset could ultimately mean for Cook.
Persons: Tim Cook, Steve Jobs, Cook, It’s, … it’s, , Margaret O’Mara, Andrew Burton, Phil Schiller, Jobs, David Paul Morris, Apple, Tom Williams, Marcio Jose Sanchez, Bono, Justin Sullivan, Tony Avelar, Stephen Lam, George Washington University's, Alex Brandon, Stephen Colbert, Jeffrey R, Pope Francis, Shutterstock Cook, Maddie Ziegler, AirPods, Monica Davey, James Corden, Pharrell, Beck Diefenbach, Reuters Cook, Yui Mok, Billie Weiss, Donald Trump, Jonathan, Oprah Winfrey, Win McNamee, Theresa Goh, Edgar Su, Andrew Harrer, Graeme Jennings, Noah Berger, Sajid Moinuddin, India's, Francis Mascarenhas, Brooks Kraft, it’s, Mike Bailey, , Tim Bajarin, , ” Bajarin, Bajarin, they’ll Organizations: New, New York CNN, Apple, Vision, Apple Watch, University of Washington, Washington Post, Getty, Reuters, Alamy, Homeland Security, Governmental, Flint Center, Performing Arts, Cook, CBS, Serviziofotograficoor, Primary School, Boston Red Sox, Red Sox, Detroit Tigers, American Technology, White House, Steve Jobs Theatre, Carnegie Library, Central Public Library, Bloomberg, Singapore, Apple Worldwide, Conference, Epic Games, Apple Inc, FBB Capital Partners, Jobs Locations: New York, Cupertino , California, Cupertino, Palo Alto , California, Palo Alto, San Francisco, Down, London, Washington , DC, Oakland , California, Mumbai
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect economy and earnings to eventually recover, says FBB's Mike BaileyMike Bailey of FBB Capital Partners discusses investment strategy among growth, cyclical and defensive stocks ahead of earnings season.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe sentiment is driving a premature rally in mega-cap tech, says FBB's Mike BaileyMike Bailey, director of research with FBB Capital Partners, joins 'Power Lunch' to discuss investors' sentiments, the impact of litigation against Google, and safe plays for investors.
Despite the comedown, many stocks still are expensive on a price-to-earnings basis when compared with the broader S & P 500, which trades at 18 times earnings. As of Monday's close, Meta shares trade at 11 times earnings on a 12-month trailing basis, down from 24 times at the start of 2022. PE ratios for all three stocks have come down significantly this year, with Cisco trading at 17 times earnings, compared to more than 23 times at the start of 2022. Within the semiconductor sector, Meeks favors names operating within industrials and autos, that are better positioned in a slowdown. While risk-averse tech may be the name of the game for 2023, some investors caution opting out of growth altogether.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere are ways to play retail without getting burned, says FBB Capital Partners' BaileyMike Bailey, FBB Capital Partners director of research, joins 'Power Lunch' to discuss his thoughts on the consumer, what people are spending money on and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with FBB Capital Partners' Mike BaileyMike Bailey, director of research with FBB Capital Partners, joins 'Power Lunch' to discuss the influence consumer spending has on economic health, staying invested with defensive stocks and share prices moving up as earnings drop off.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLocating buying opportunities in a recession, with FBB's Mike BaileyMike Bailey, director of research with FBB Capital Partners, joins 'Power Lunch' to discuss the influence consumer spending has on economic health, staying invested with defensive stocks and share prices moving up as earning drop off.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNow is the time to map out future investments, says FBB's Mike BaileyMike Bailey, FBB Capital Partners director of research, joins 'Power Lunch' to discuss investing in market lows, directing investments toward defensive stocks like utilities, and timing how to spend excess cash.
Total: 24