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Morgan Stanley raised its price target on Rivian to $17 from $13. Analyst Frank Lee did raise his price target to $200 from $190, although he added that "the risk-reward is less attractive now." Guggenheim hiked the price target to $735 per share from $700. He did raise his price target for the stock to $225 from $180, although this price hike still implies that Tesla stock could fall 12%. Analyst Adam Jonas raised his price target on the stock to $17 from $13.

Persons: Morgan Stanley, Jefferies, Frank Lee, Lee, Lisa Kailai Han, Michael Morris, Morris, Guggenheim, — Jesse Pound, Morgan Stanley's Simeon Gutman, Gutman, Seth Sigman, Truist, – Samantha Subin, TD Cowen downgrades Charles Schwab, Charles Schwab's, TD Cowen, Bill Katz, Charles Schwab, Katz, mgmt, — Lisa Kailai Han, Wells, Bank of America Wells, Mike Mayo, Mayo, Goliath, Dan Levy, Levy, Dennis Geiger, Geiger, Thomas Fitzgerald, Fitzgerald, David Windley, UnitedHealth's, Windley, UNH, Adam Jonas, Rivian, Jonas, Fred Imbert Organizations: CNBC, HSBC, Qualcomm, Microsoft, Netflix, Guggenheim, Barclays, ISI, Citi, Mizuho, Bank of America, of America, Tesla, UBS, Sweetgreen, sss, IK, TD Cowen downgrades, Airlines, American Airlines, Delta, Jefferies, Presidential, Chevron, Volkswagen Locations: China, Tuesday's, Mayo, U.S, Tesla's, UnitedHealth, UNH's

☆ Why we like health-care stocks in 2024 despite their spotty record in presidential election years
▼ + stars: | 2024-01-18 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +11 min

The S & P 500 Health Care Sector index has outperformed the broader S & P 500 in just three of the past eight presidential election years dating back to 1992, according to FactSet data. So far in 2024, health care has been the best-performing sector in the S & P 500, climbing roughly 2%. .GSPHC .SPX YTD mountain Health care sector vs. S & P 500 YTD It's way too early for any grand predictions with Election Day 2024 about 10 months away. Nevertheless, we see attractive fundamentals in the year ahead for a host of health-care stocks, giving us the confidence to own Lilly, GE Healthcare and Danaher despite what history says about the group in presidential election years. After a strong 2022 for health care in a terrible overall market, investors last year placed a lower emphasis on the defensive characteristics of health care.

Persons: —, that's, Eli Lilly, Lilly, Jim Cramer, Jim, Sen, Bernie Sanders of, Joe Biden, Sanders, would've, Damien Conover, Conover, Biden, Eli Lilly's, Morningstar, Amgen, Morningstar's Conover, Lilly's donanemab, Humana, Bausch, Jim Cramer's, Frederick Florin Organizations: Health, GE Healthcare, Abbott Laboratories, Amgen, Novartis, Walgreens Boots Alliance, JPMorgan Healthcare Conference, Democratic, Morningstar, CNBC, Horizon Therapeutics, Novo Nordisk, Federal Reserve, General Electric, Medicare, Humana, UnitedHealth Group, Investors, AFP, Getty Locations: San Francisco, U.S, Bernie Sanders of Vermont, Canadian, Fegersheim, France

The S & P 500 rose 8.3% in the second quarter to extended its 2023 advance to 15.9%. Here's a closer look at the Club's best and worst performers in the first half of 2023, starting with the four winningest stocks. West Texas Intermediate crude ended the second quarter under $71 per barrel, about $10 below where it started the year. Humana (HUM) dropped 12.7% in the first half of 2023, rounding out the bottom-four Club stocks between January and June. The common denominator among the worst-performing Club stocks is a bit less obvious than with the winners.

Persons: It's, Dow, Here's, Mark Zuckerberg, Palo, Lisa Su, —, Eli Lilly, Locker, Foot Locker's, Estee Lauder, Estee, Halliburton haven't, encouragingly, Halliburton, Jim Cramer's, Jim Cramer, Jim, Jen, Hsun Huang, Huang, Andrej Sokolow Organizations: Nasdaq, Dow Jones, Nvidia, FactSet, Meta, Investors, Facebook, Networks, Palo Alto Networks, Alto, AMD, Devices, Palo, would've, The, HAL, Halliburton, West Texas, Coterra, Humana, Disney, DIS, CNBC, Consumer, Audi, Getty Locations: China, Meta, Palo, Palo Alto, Las Vegas, USA

☆ Analysts worry about Microsoft's cloud but really like Humana. Here's our take on both Club stocks
▼ + stars: | 2023-04-11 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

UBS analysts are warning about additional weakness in Microsoft 's (MSFT) key cloud computing, while Morgan Stanley issued a rosy multiyear outlook on Humana (HUM). Here's a look at both notes and how we feel about the stocks, which are both in the Club's portfolio. MSFT 1Y mountain Microsoft's stock performance over the past 12 months. Ahead of all that, UBS lowered its own Azuze revenue growth estimates for Microsoft's fourth-quarter and upcoming fiscal year 2024. The news: Club holding Humana is the "strongest earnings growth story" in the managed care industry, Morgan Stanley equity analysts told clients in a note Tuesday.

☆ Bank of America lists its top stock picks for the second quarter
▼ + stars: | 2023-04-05 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

With the start of the second quarter, Bank of America has a new list of short-term ideas for investors seeking clarity amid ongoing market volatility. The bank expects its Medicare Advantage plans to comprise two-thirds of the company's revenue growth for this year. The bank assigned a $650 price target on UnitedHealth, suggesting the stock could gain more than 31% from Tuesday's close. The bank expects even more gains for the stock, with its 12-month price target of $115 per share implying 11% upside from Tuesday's close of $103.58. Analysts at the bank aren't as bullish on CarMax Bank of America expects CarMax shares to shed 37% to its $40 per share price target.

☆ Ron DeSantis has a 12-point lead over Donald Trump in a potential 2024 New Hampshire primary matchup: poll
▼ + stars: | 2023-01-28 | by ( John L. Dorman | ) www.businessinsider.com time to read: +4 min

Ron DeSantis leads Donald Trump in the critical early-voting state of New Hampshire, according to a UNH poll. The survey showed DeSantis leading Trump 42% to 30%, with many GOP voters desiring a fresh face. Trump on Saturday will visit New Hampshire and South Carolina as he seeks to stake his claim to the GOP nomination. Ron DeSantis of Florida in the early-voting state of New Hampshire, according to a new poll conducted by the University of New Hampshire. In what could be a highly competitive presidential primary, likely New Hampshire Republican voters in the survey preferred DeSantis over Trump by a 12-point margin — 42% to 30%, respectively.

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