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Earnings drove the stock market higher — can they do it again in the week ahead? But he acknowledged that timing is key because our portfolio discipline mandates that we consider lightening up our stock exposure in an overbought market. In fact, AMD was our worst-performing stock for the entire week, losing more than 7% following the prior week's 1.8% slide. Energy was the worst sector of the week for the market as oil prices sank. In the week ahead, housing numbers are the main draw on the economic front.
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Morgan Stanley initiates Ryder System as overweight Morgan Stanley said the transformation is underway for the transport company. " Morgan Stanley names UnitedHealth a top pick Morgan Stanley said the health-care company is compelling. "With this note, we are adjusting our Top Pick to UNH (from CI), where its relative share price performance presents an opportunity in our view." Morgan Stanley initiates Elevance Health as overweight Morgan Stanley called out Elevance Health's earnings power as it initiated coverage of the stock. " Melius reiterates Apple as buy Melius raised its price target on Apple to $260 per share from $227.
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Affirm — The buy now, pay later stock popped 10% after Goldman Sachs assumed coverage of the name at a buy rating. Roth MKM upgraded Cinemark to a buy from a neutral rating, saying that headwinds should soon shift to "very attractive tailwinds." Anheuser-Busch InBev — The brewing company's shares rose around 3% after UBS upgraded the stock to buy from neutral. Carrier Global — The heating and ventilation stock rose 3% on the heels of a Citi upgrade to buy from neutral. Energy stocks – A slate of energy names rose as crude oil futures jumped to start the last week of June.
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Wall Street wrapped up another positive week, with the S & P 500 closing Friday above 5,000 for the first time ever. It was a pretty light week in terms of economic data releases, though we did get a favorable ISM Services number on Monday. Things will pick up next week with several closely watched macroeconomic updates, including two key government inflation reports. While no Club earnings are scheduled to report earnings in the week ahead, 61 companies in the S & P 500 will deliver their latest quarterly results. Consumer inflation: The main event of the week will come on Tuesday when the January consumer price index (CPI) is released.
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The Dow Jones Industrial Average index has gained 3.2% this month, outperforming the S&P 500 and Nasdaq Composite. The Dow’s gains suggest that investors are starting to buy more economically sensitive stocks as recent data show inflation slowing. That, in turn, indicates they’re becoming increasingly optimistic that the economy could avoid a recession. Conventional Wall Street wisdom says gains in the blue-chip index tend to precede rallies across the broader market. The Dow Jones Transport Average Index, an index of 20 stocks including railroad, trucker, airline and freight companies, has gained 24% this year.
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Stocks stuck to a holding pattern this week as investors brace for an incoming wave of Big Tech earnings and the Fed's favorite inflation reading. Earnings reports have generally been better than expected so far this first quarter. Humana (HUM) reports before the bell Wednesday; Meta Platforms and Pioneer Natural Resources (PXD) report after the bell Wednesday. ET: Personal Spending & Income (includes PCE Price Index) Club trades this week Just one trade: We added 150 shares of Coterra Energy (CTRA) on Wednesday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
Ryder System to add 4,000 electric vans to its fleet
  + stars: | 2023-04-03 | by ( ) www.reuters.com   time to read: +1 min
April 3 (Reuters) - Logistics and transportation company Ryder System Inc (R.N) said on Monday it plans to add 4,000 electric vans to its lease and rental fleet through 2025, with some vehicles to be available as early as this summer. The electric vans will comprise General Motor Co's (GM.N) BrightDrop Zevo 600 and Zevo 400 vans. The move comes as the trucking industry is expected to face tougher greenhouse emissions regulations this year. "Electrifying lease and rental vehicles can have a significant impact on transportation-related emissions," Steve Hornyak, chief commercial officer for BrightDrop said. Ryder plans to deploy model year 2023 Zevo 600 electric vans in its rental fleet in California, Dallas-Fort Worth, and New York City later this year.
General Motors' U.S. sales jump 18% in the first quarter
  + stars: | 2023-04-03 | by ( John Rosevear | ) www.cnbc.com   time to read: +2 min
A GMC pickup truck is displayed for sale on a lot at a General Motors dealership on January 05, 2023 in Austin, Texas. General Motors said Monday that its first-quarter U.S. sales rose 18% from a year ago, to just over 600,000 vehicles delivered, as it continued its rebound from the supply chain problems that limited global auto production in 2021 and early 2022. Most of those electric vehicles were Chevrolet Bolts, but GM did sell 968 of its brand-new Cadillac Lyriq EVs, built on the company's next-generation Ultium EV architecture. GM has been working to ramp up its production of its Ultium-based electric vehicles, with new high-volume Ultium-based models including an electric Chevrolet Equinox crossover due later in 2023. The company's EV sales volumes are expected to ramp up sharply from there in 2024 and 2025.
Looking forward The January consumer price index (CPI) , which calculates the average change over time in prices that shoppers pay for goods and services, is slated for Tuesday. Economists and investors will use the number to gauge the odds of a soft landing or hard landing for the economy. The producer price index (PPI) for January, which calculates the change in selling prices received by producers of goods and services, is out on Thursday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're still seeing strength in industries like automotive logistics and e-commerce, says Ryder System CEORobert Sanchez, Ryder System CEO, joins 'Squawk on the Street' to discuss if the truck industry is preparing for a recession, how trucking contracts play into the supply chain picture and more.
Ryder System Inc. sees its growing investments in supply-chain services continuing to pay off with stronger profit, even in a wavering U.S. economy. The founders of that business, Andrew Berberick and Nate Robert, joined Ryder as co-chief product and technology officers for Ryder’s supply chain and transportation segments. Newsletter Sign-up The Logistics Report Top news and in-depth analysis on the world of logistics, from supply chain to transport and technology. “On supply chain, these are contractual businesses so even when there’s some volatility in the market the margins hold up fairly well.” Mr. Sanchez said in an earnings conference call Wednesday. Mr. Sanchez said on the earnings call that Ryder hasn’t ruled out “targeted acquisitions” to bolster the business.
As the host of the radio program the "The CEO Show" for the last 15 years, I've interviewed more than 1,000 of the world's top CEOs. These leaders all come from different backgrounds and have run very different companies, from Proctor & Gamble to Dunkin' Brands to LinkedIn. Robert Sanchez became CEO of Ryder System, a multibillion-dollar transportation and supply chain solutions company, in 2013. Nearly all the CEOs I talked to listed collaboration skills as one of their most desired traits in an employee. So rather than being offended, "any time someone interrupted me, I actually saw it as a positive opportunity," he said.
Apollo Global exploring takeover of Ryder System - Bloomberg
  + stars: | 2022-09-27 | by ( ) www.reuters.com   time to read: +1 min
Sept 27 (Reuters) - Apollo Global Management (APO.N) is exploring a takeover of freight services provider Ryder System (R.N), Bloomberg News reported on Tuesday citing people with knowledge of the matter. Apollo and Ryder did not immediately respond to Reuters requests for comment. The potential bid comes months after Ryder rejected hedge fund HG Vora Capital Management's offer to acquire the company for $4.4 billion. Last month, Apollo led a group to take air-freight company Atlas Air Worldwide Holdings Inc (AAWW.O) private for nearly $3 billion. read moreRegister now for FREE unlimited access to Reuters.com RegisterReporting by Kannaki Deka in Bengaluru; Editing by Shailesh KuberOur Standards: The Thomson Reuters Trust Principles.
Goldman Sachs recently slashed its year-end target for the S & P 500 citing higher than expected interest rates. The dismal outlook comes after the Federal Reserve this week raised interest rates by 0.75 percentage point, its third consecutive hike of that size. The median equity duration in Goldman's short duration basket is 18.3 years, below the 21-year median of the Russell 1000. To be sure, long duration stocks have been "surprisingly resilient" in the face of higher real rates, Kostin said. Yields on the 2-year U.S. Treasury note spiked Wednesday around the Fed's interest rate hike, and continued to climb since.
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