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Top related persons:
Bernstein - 2 Sarah McCarthy - 2 McCarthy - 1 Morgan Stanley - 1 — CNBC's Michael Bloom - 1 Mark Diver - 1 Ed Yardeni - 1 Yardeni - 1
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Tuesday's
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Microsoft - 1 Meta - 1 UnitedHealth - 1 Equity - 1 Yardeni Research - 1 Big Tech - 1

Search resuls for: "Sarah McCarthy"


9 mentions found


☆ Buy these high-quality stocks as macro backdrop remains uncertain, Bernstein says
  + stars: | 2023-08-03 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
Amid an unpredictable macro environment, quality stocks are well-positioned to outperform, according to Bernstein. "High Quality stocks are attractive against an uncertain macro backdrop. She added that quality stocks trading at a reasonable price perform similarly to quality shares unfiltered for valuation. Given this backdrop, Bernstein compiled a list of stocks that meet its quality at a reasonable price basket. Despite the strong tech rally in 2023, Microsoft and Meta made the list of quality stocks trading at a reasonable price.
Persons: Bernstein, Sarah McCarthy, McCarthy, Morgan Stanley, — CNBC's Michael Bloom Organizations: Microsoft, Meta, UnitedHealth
☆ Investors will be disappointed by Bernstein’s estimated stock market returns for the next decade
  + stars: | 2023-07-19 | by ( Jeff Cox | ) www.cnbc.com   time to read: +3 min
Elevated stock market valuations suggest that returns for investors over the next decade could be meager, according to a Bernstein analysis. The Shiller PE or CAPE — that is, cyclically adjusted price to earnings ratio — sets the market multiple based on average inflation-adjusted earnings over the course of a decade. "The Shiller PE has historically been a good predictor of very long-run 10-year forward equity returns," the Bernstein analysts wrote. However, the firm notes that investors shouldn't forego stock market exposure even if returns are likely to be lower. Ed Yardeni of Yardeni Research said market valuations could be resetting as Big Tech companies powered by artificial intelligence dominate the market.
Persons: Bernstein, Sarah McCarthy, Mark Diver, Ed Yardeni, Yardeni Organizations: Equity, Yardeni Research, Big Tech Locations: Tuesday's
☆ Analysis: Investors see trouble ahead after Europe's stellar first quarter
  + stars: | 2023-05-19 | by ( Joice Alves | ) www.reuters.com   time to read: +5 min
Europe's largest listed company LVMH (LVMH.PA) produced stellar sales as China rebounded sharply after COVID restrictions ended. The robust corporate margins on show in the first quarter are seen coming under pressure later in the year. Based on Refinitiv I/B/E/S estimates, STOXX 600 companies are expected to report net profit margins of 11.4% in the first quarter, up from 10.2% in the last quarter of 2022. But margins are seen declining to 10.5% in the third quarter, according to Refinitiv estimates. But there has not been a wave of companies revising earnings forecasts down, providing a cushion for European equities.
☆ Investors see trouble ahead after Europe's stellar first quarter
  + stars: | 2023-05-19 | by ( Joice Alves | ) www.reuters.com   time to read: +5 min
Europe's largest listed company LVMH (LVMH.PA) produced stellar sales as China rebounded sharply after COVID restrictions ended. The robust corporate margins on show in the first quarter are seen coming under pressure later in the year. Based on Refinitiv I/B/E/S estimates, STOXX 600 companies are expected to report net profit margins of 11.4% in the first quarter, up from 10.2% in the last quarter of 2022. But margins are seen declining to 10.5% in the third quarter, according to Refinitiv estimates. But there has not been a wave of companies revising earnings forecasts down, providing a cushion for European equities.
☆ 'Too cheap to ignore': Bernstein predicts huge upside for these 3 clean energy stocks
  + stars: | 2023-05-10 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
But the sour sentiment toward the sector may be short-lived, according to the investment bank. Analysts at Bernstein say there is significant potential for growth in several clean energy companies, thanks to recent policy changes and increased investment. The investment bank added that despite the rising costs of renewable equipment and increasing rates, renewables remain more competitive than fossil fuels. Orsted Bernstein expects shares of Orsted to rise by nearly 60% to 975 Danish Krone ($144) a share. CATL Bernstein said battery-maker Contemporary Amperex Technology Co. Limited, also known as CATL, was its "top pick" in China.
☆ These 10 quality stocks are cheap and set to beat the market, Bernstein says
  + stars: | 2023-02-13 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +3 min
Investors looking for protection — and possibly even outperformance — this year will benefit from being more selective about the quality stocks they buy, according to Bernstein. The problem this year, however, is that quality stocks are trading at a 12.5% premium to their historical valuation, analyst Sarah McCarthy said in a note. With this in mind, Bernstein compiled a list of quality stocks that are trading at a "reasonable price." Tech giant Microsoft came on top of Bernstein's picks of cheap quality stocks with an upside. Danaher, Adobe, Pioneer Natural Resources, Applied Materials and Elevance Health also made Bernstein's list.
☆ Wall Street says Europe's a better bet than the U.S. right now — and names its top stock picks
  + stars: | 2023-01-30 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
European stocks are are having a good year so far. While the underperformance has been marginal, the outlook for U.S. stocks is decidedly more muted — Wall Street is still wary of a recession. European stocks are therefore worth a look in the near term, according to Bernstein, which expects more upside for them. Stock picks One of Bernstein's top plays is low leverage stocks, which the bank defines as stocks with a low net debt to equity ratio. Bank of America has a number of European picks with exposure to higher Chinese consumer spending and improving overall demand in light of China's reopening.
☆ International ETFs are surging to start 2023, but investors should brace for volatility
  + stars: | 2023-01-13 | by ( Jesse Pound | ) www.cnbc.com   time to read: +4 min
"'We believe Asian markets are well positioned vs. developed markets as we expect China re-opening to be a key driver, which would benefit even Asia ex China markets," McCarthy wrote. Broadening that out even further, emerging markets in general are a favorite of many investment strategists. But emerging markets can be tricky for investors, and volatile. Another way for investors to play a recovery in emerging markets, with more dispersed currency and political risk, could be sector funds tied to commodities. "I can buy ETFs that have exposure to say BHP, Rio Tinto, Anglo American, Glencore," Sohn said.
☆ Major tech ETFs saw big inflows this week as investors look to buy the dip from rough earnings
  + stars: | 2022-10-28 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
Disappointing earnings reports from some major tech stocks have caused large one-day declines this week, but investors in exchange-traded funds are still embracing the space as a whole. According to FactSet, the four biggest tech and consumer discretionary ETFs by assets have all seen positive inflows over the past week. Cumulatively, the 10 largest long-only funds have pulled in a net positive inflow of about $1.6 billion over the past week. The cash has rolled in despite big earnings misses, with Facebook parent Meta delivering arguably the ugliest performance. The iShares Semiconductor ETF (SOXX) has seen outflows of more than $66 million over the past week.
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