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☆ These stocks with long track record of growing sales have a history of outperformance, Jefferies says
▼ + stars: | 2024-07-23 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

This report comes amid a strong year for the megacap tech stock's valuation, which is up about 31% compared to the start of 2024. Food chains Wingstop and Texas Roadhouse also both made the list. WING TXRH YTD mountain Wingstop and Texas Roadhouse, year to date Despite those jumps, Morgan Stanley analyst Brian Harbour warned that pressure on the lower-end customer can be a challenge for the industry. He listed Wingstop and Texas Roadhouse as part of a group that can win, but may see more limited upward revisions. The typical price target implies about 7% more upside for Wingstop and slightly more than 2% for Texas Roadhouse.

Persons: Jefferies, Baird, Colin Sebastian, Sebastian, LSEG, Morgan Stanley, Brian Harbour Organizations: Texas, Texas Roadhouse Locations: U.S, Texas

☆ Buy these growth stocks that are reasonably priced and have earnings momentum as June begins, Jefferies says
▼ + stars: | 2024-06-03 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +4 min

Looking ahead, the best path forward for equity investors is to buy GARP stocks, or those that provide growth at a reasonable price. "With peaking rates favoring growth stocks while strong economic data is backing value, we advise traversing the middle path." In a Friday research note, he shared a list of U.S. stocks that fall into the GARP strategy and possess strong earnings momentum. "Long-term investors should look beyond the deep-value cyclicals and extremely expensive growth stocks in favor of sustainable outperformance through stocks with both valuation and earnings support," he wrote. Clothing retailer Abercrombie & Fitch currently has a price/earnings-to-growth ratio of 1.2.

Persons: Jefferies, GARP, Stocks, Morgan Stanley, Evercore, Benjamin Swinburne, Louis Miscioscia, Abercrombie, Fran Horowitz Organizations: Dow Jones, Nasdaq, Jefferies, Netflix, Evercore ISI, Nvidia, Abercrombie, Fitch, Texas Locations: U.S, Progressive

☆ Jefferies likes these dividend-growing stocks for 2024
▼ + stars: | 2024-03-18 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Investors searching for income could be well-rewarded by turning to dividend-growing stocks, according to Jefferies. "Consensus expects USA dividend growth to accelerate from 3.9% for 2023 to 6.2% for 2024, along with positive revisions," Peramunetilleke wrote in a note Wednesday. JPMorgan Chase , which has a 2.3% 12-month forward dividend yield, is the largest name on the list. AbbVie also made the list with a 12-month forward dividend of 3.5%. McDonald's , which has a 2.4% 12-month forward dividend, also made the cut.

Persons: Peramunetilleke, Jefferies, AbbVie, Robert Michael Organizations: Jefferies, JPMorgan Chase, Therapeutics

☆ Jefferies expects strong dividend growth this year. Here's how to play it
▼ + stars: | 2024-03-14 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Their 12-month forward dividend yield is above the regional median and they are highly profitable, with their next two-year return on equity and last 12 months return-on-investment capital greater than 10%. Broadcom is the largest market-cap name on the list and has a 1.6% 12-month forward dividend yield. The branded consumer packaged goods company has a 12-month forward dividend yield of 2.5%. Owners of Enterprise Products Partners ' stock are rewarded with a 12-month forward dividend yield of 7.6%. Lastly, Darden Restaurants has a 3.3% 12-month forward dividend yield and is up 4.5% so far this year.

Persons: Jefferies, Peramunetilleke, Darden Organizations: Broadcom, Wall, Procter & Gamble, Procter, Gamble, of Enterprise Products Partners, Darden Locations: U.S, HQY

☆ These cheap turnaround candidates have 20% upside potential, says Jefferies
▼ + stars: | 2024-02-11 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +4 min

Technology-adjacent stocks outperformed in January, while cyclical sectors such as property and automobiles lagged behind, wrote Desh Peramunetilleke, Jefferies' global head of quantitative strategy. Another stock Peramunetilleke highlighted was automotive manufacturing firm General Motors , down 7% in the last year. The majority of analysts covering the name rate it as a buy, with consensus price targets estimating a nearly 28% upside for the stock. Analysts are overwhelmingly bullish on the name, with the average price target indicating a 17% upside for the stock. Other names belonging to Jefferies' basket of stocks with potential upside include Kinder Morgan , Starbucks , eBay and United Airlines .

Persons: Jefferies, Peramunetilleke, Hershey, AllianceBernstein, Alexia Howard, Morgan Stanley, Adam Jonas, Oppenheimer, Kinder, — CNBC's Michael Bloom Organizations: Technology, Hershey, Motors, General Motors, Citi, Kinder Morgan, Starbucks, eBay, United Airlines Locations: USA, U.S

☆ Buy these stocks that historically win when yields fall, Jefferies says
▼ + stars: | 2023-11-03 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Lower Treasury yields could be good news for some stocks on Wall Street, according to Jefferies Equity Research. Stocks soared on the news, even as Fed Chair Jerome Powell insisted that efforts to tame persistent inflation have further to go. Treasury yields pulled back after the the November Federal Open Market Committee decision, with the benchmark 10-year note falling 15 basis points. With interest rates now seemingly on the backfoot, Jefferies screened for stocks with a negative correlation to the 10-year Treasury — meaning they historically benefit from lower interest rates. Stocks have a negative correlation to U.S. bond yields, notably 5- and 10-year yields Tech behemoth Microsoft is one of the outstanding beneficiaries to a decline in the 10-year.

Persons: Stocks, Jerome Powell, Dow Jones, Jefferies, Peramunetilleke, Piper Sandler, Horton, Wells, Goldman Sachs, Blackstone, companyies, Michael Bloom Organizations: Treasury, Jefferies Equity Research, Federal Reserve, Labor, Dow, Microsoft, Horton, Jefferies, Blackstone, Vista Equity Partners, Energy Locations: 2H23, Horton

☆ These are Jefferies 'rock-solid' dividend stock picks
▼ + stars: | 2023-09-29 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Right now, few dividend stocks can compete with the attractive yields in the Treasury market. To determine its rock-solid dividend picks, Jefferies looked at companies in the MSCI USA Index with sustainable dividend and buyback yields. Apple is the largest company on the list, with a 3.5% total yield, which is its 12-month forward dividend yield and its last 12-month buyback yield. The tech giant, which just released its latest iPhone, has a current dividend yield of 0.6% and is known for its stock buybacks. The stock has a 12-month forward dividend yield and last 12-month buyback yield totaling 5.5%.

Persons: Jefferies, Peramunetilleke, Charles Schwab, Bancshares, Morgan Stanley, — CNBC's Michael Bloom Organizations: Treasury, Federal Reserve, Apple, Nike, LSEG Locations: U.S

☆ Jefferies says disinflation will be the big driver of 2023 — 20 stocks to play the trend
▼ + stars: | 2023-01-20 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

Disinflation — not inflation — will be a key driving force in the economy this year, according to Jefferies. Therefore, investors can find winners this year by looking at the stocks with a positive correlation to inflation cooling down. Jefferies looked at changes in inflation expectations and which equities had the highest correlation to those changes. So Jefferies reasons that these stocks will have the most to gain this year as disinflation takes over. Jefferies gave clients a list of names it believes are quality stocks trading at reasonable prices.

☆ Here's why 2023 could be another solid year for dividend stocks — and how to play it
▼ + stars: | 2022-12-23 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Dividend stocks proved valuable for investors in a turbulent 2022, and many investment professionals are sticking with the group for next year. The SPDR Portfolio S & P 500 High Dividend ETF (SPYD) was down just about 1% for the year on a total return basis, easily outpacing the broader market. And with consensus expectations pointing to high interest rates and slow or even negative economic growth in 2023, dividend stocks could have quite a while left in the spotlight. Many major shops on Wall Street are bullish on dividend stocks in one form or another heading into 2023. Credit Suisse's strategist Andrew Garthwaite said in a note to clients that he was overweight dividend aristocrats, or stocks that have a long track record of growing their payouts. To be sure, investing in dividend stocks can be tricky during economic downturns, as falling profits can lead to dividend cuts or even suspensions.

☆ 10 U.S. stocks to buy as China eases Covid restrictions and looks to reopen
▼ + stars: | 2022-12-15 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Stocks with high exposure to China could stand to gain if the country moves away from its Covid protocols next year, according to Jefferies. A continuation of China's "zero Covid" policy has worried business leaders around the world who view the country as a key part of the global supply chain. For instance, both got boosts in late November after the Chinese government granted resort operators provisional licenses to continue operating in Macau, which signaled progress away from Covid restrictions. Production in Shanghai lagged earlier in the year due to a combination of supply chain challenges and Covid restrictions. Later in the month, plant workers protested amid broader demonstrations against the country's Covid restrictions .

☆ Jefferies says investors must use income strategies, like buying these high-quality dividend stocks
▼ + stars: | 2022-09-22 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Jefferies thinks investors need to look for income in this volatile market environment, noting that one of the best ways to do that is through high-quality dividend stocks. Jefferies data show that high-quality yield stocks have outperformed in downturn and slowdown phases. "Focusing on high-quality yield stocks has been highly rewarded over the long term," Peramunetilleke wrote in a note Thursday. The stock, up more than 16% so far this year, has a 12-month forward dividend yield north of 7%. Coca-Cola was also named a top dividend stock by Morgan Stanley, while CNBC's Jim Cramer said it was one of his 10 favorite " dividend aristocrats ."

☆ Top strategists from Morgan Stanley and Schwab lay out how to trade an upside-down market
▼ + stars: | 2020-06-23 | by ( Business Insider | ) www.businessinsider.com time to read: +5 min

And rather than tout the growth merits of tech, he's far more interested in the upside offered by by financial and industrial shares — plus international stocks. If you aren't yet a subscriber to Investing Insider, you can sign up here. Those are ultimately just two examples of what the Investing team at Business Insider has explored over the past several days. -- JoeJoin Business Insider on July 8 at 12 p.m. The two highly successful growth investors told Business Insider about the stocks that they think have the most potential in the new decade.

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