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Search resuls for: "Weizhen Tan"


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☆ Strategist says it's the 'last phase' of the bear market — and names 3 stocks to buy right now
  + stars: | 2023-02-23 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Stocks are in the "last phase" of the bear market — and investors should look forward to the second half of 2023, one analyst says. "We're sort of in the last phase of the bear market," said James Demmert, chief investment officer at Main Street Research. He pointed to another sign that the bear market is nearing its end: terminal rate estimates are rising and staying high for longer. Markets rallied at the start of the year, but Demmert said that was just another bear market rally. One of them is pharmaceutical firm Novo Nordisk , which he says is "a good example of what you want to own in a bear market."
☆ These highly rated value stocks are doing well this year, and analysts expect them to build on those gains
  + stars: | 2023-02-23 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
They also have at 10% or more upside to the average analyst price target, per FactSet. Five-star rated Citigroup is up 11% for the year and has almost 12% upside to the average analyst price target. Shares are up more than 10% year to date and have another 5% upside to the average analyst price target. TFC YTD mountain Truist Financial's year-to-date performance Truist can rally nearly 11% upside over the next 12 months, based on the average analyst price target. Ford Motor shares could also rally almost 11%, according to the average analyst price target.
☆ Buffett-backed BYD and more: Analysts name top 'climate stocks,' giving one 100% upside
  + stars: | 2023-02-22 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Energy storage and the future of transport are two of the "most attractive" climate themes to invest in right now, according to HSBC analysts. "While long-term valuations are still below average, consensus expect earnings to grow c40% higher than global climate stocks over the next 12M," said the bank's analysts in a Feb. 20 note. Stocks with the most upside HSBC named buy-rated stocks under both of these themes which have among the highest upside to the bank's price targets. In energy storage, electric vehicle battery maker CATL (55% upside), lithium producer SQM (40% upside) and lithium producer Livent (38% upside) made the list. "The global energy storage market continues to grow, despite higher energy storage costs in 2022.
☆ These high-dividend stocks are expected to rally, with analysts giving one 60% upside
  + stars: | 2023-02-21 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
High-yielding stocks are back in the spotlight as volatility persists, inflation remains hot and Treasury yields continue to rise. Canadian firm Pembina Pipeline Corporation , as well as EOG Resources, offered high dividend yields at nearly 7% and almost 6% respectively. Both are also expected to have high earnings growth ahead, with forecasts of 146% for Pembina and 62% for EOG. Analysts also give EOG average potential upside of nearly 32%. Hong Kong-listed shipping logistics firm SITC International Holdings also had a notably high dividend yield of 8.5% and nearly 60% potential upside.
☆ Goldman names 2 global stocks to play the 'clean hydrogen revolution,' giving one 50% upside
  + stars: | 2023-02-20 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
The boom in clean hydrogen is picking up pace, according to investment bank Goldman Sachs. "The clean hydrogen revolution continues to accelerate," analysts at the bank said in a Feb. 13 note. The cleanest type — green hydrogen — uses energy from renewable sources, while so-called blue hydrogen is produced from natural gas. Industrie De Nora Goldman said De Nora is a key beneficiary of the IRA incentives given its high exposure to U.S. sales. Goldman gave the stock a price target of 24 euros ($25), or potential upside of nearly 30%.
☆ 'We are a long way from the top': Morgan Stanley’s Slimmon picks stocks to ride the rally
  + stars: | 2023-02-17 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Morgan Stanley Investment Management's Andrew Slimmon says that stocks are set to rally further. The economy is proving to be "far more resilient" than what the doomsayers had projected, says managing director and senior portfolio manager Slimmon. Stocks went through a difficult year in 2022, with the S & P 500 plummeting nearly 20%. Slimmon predicted that the U.S. Federal Reserve will raise rates a few more times, before pausing. Stock picks Although growth stocks such as tech have bounced back this year, Slimmon says the "real opportunity" is in cyclical stocks.
☆ This investor's fund returned 15% in a bad year for stocks. He shares his playbook and bets for 2023
  + stars: | 2023-02-16 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Yet one Asia veteran investor managed to return around 15% for his fund, the Asia Genesis Macro Fund. Best and worst trades Chua relied on a lot of short selling to carry him through 2022. His long trades included U.S. stocks, which contributed 13% in gains, as well as trying to time the Hong Kong market's bottom. What he's betting on in 2023 Chua told CNBC Pro he wants to keep last year's strategy of shorting the yen. "The Bank of Japan has very little flexibility because they have such a huge debt which they need to finance."
☆ BofA says these global stocks can weather a choppy market — and are 'inexpensive'
  + stars: | 2023-02-15 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
As sentiment turns a little bearish, BofA screened for cheaper global stocks that proved resilient during the financial crisis of 2008. Europe has been one of the brightest spots in the global stock market this year, with Wall Street calling the region a better bet than the U.S. right now . BofA screen BofA screened for European stocks that met the following criteria: Inexpensive compared with the past 15 years' average 12-month forward price to earnings ratio. According to FactSet, analysts covering the stock gave it average potential upside of around 23%, and 62% rated it a buy. According to FactSet, analysts covering the stock gave it average potential upside of around 26%, and 78% rated it a buy.
☆ Yields are popping again. Here's how investors can take advantage of that, according to the pros
  + stars: | 2023-02-14 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
How can investors ride on higher yields? Buy high-quality or short-term fixed income BlackRock Investment Institute said it likes high-quality credit and short-end government bonds "as interest rates stay higher for longer." "Fixed income finally offers 'income' after yields surged globally. "We believe that investors should hold around 2% of cash in their portfolios and should use short-term fixed income (anything below a 2-year maturity) as a proxy for cash," Alvarado added. Wells Fargo Investment Institute's tactical portfolios are allocating between 2% (for "aggressive growth investors") and 17% (for conservative income investors) to short-term fixed income.
☆ 'Play offense, not defense': Analyst says buy the dip in these stocks
  + stars: | 2023-02-13 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
"We do think stocks have pretty good upside from here," he said. That should give the stock market a little bit of a tailwind," Katz said on Friday. "We generally find that we're successful buying fallen angels or growth stocks that have long trajectories at value prices." "[We] recommend that investors position portfolios for better times 12 months out and play offense, not defense," he added. Stock picks Katz named four stocks he said look like quality businesses at attractive prices right now.
☆ Will the stock market rally last? Analysts share their predictions — and strategies
  + stars: | 2023-02-09 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
But is this just a bear market rally or the start of a bull market ? The rally has some way to go, said Trivariate Research analysts, led by founder Adam Parker, in a Feb. 5 note. "It means there is further upside potential to this rally," Parker wrote. But markets could go through some range-bound trading before a "big rally," Hatfield told CNBC Pro. In light of the volatile market, Niles said investors should continue staying invested in cash — his "favorite investment" for this year.
☆ Goldman Sachs picks stocks to ride the EV wave, giving one upside of 120%
  + stars: | 2023-02-08 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Goldman Sachs says the development of electric vehicles — and the companies involved in this — are set to see "considerable growth" through 2030. According to Goldman, this EV ecosystem includes auto manufacturers, battery makers, software developers, and companies involved in charging infrastructure and power semiconductors. "We think these companies should be able to tap [Inflation Reduction Act] opportunities as the battery market becomes more concentrated," Goldman wrote. Upside of 120% Goldman is also buy-rated Chinese EV maker Nio and gives it gives massive potential upside — among the highest of all of its stock picks in the report. "We see risk-reward for the stock as skewed to the upside," Goldman added.
☆ Want to play the ChatGPT buzz? Analysts love these A.I. stocks — giving one upside of 150%
  + stars: | 2023-02-07 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Much buzz has been generated around ChatGPT, an artificial intelligence chatbot that's gone viral and reportedly reached 100 million monthly active users in January. Its popularity has sparked much interest in artificial intelligence tech . "You really have to consider the role that artificial intelligence is going to play … it's made this quantum leap almost, you know, overnight. For investors considering investing in AI, CNBC Pro has screened two ETFs for stocks: the $1.59 billion Global X Robotics & Artificial Intelligence ETF and the First Trust Nasdaq Artificial Intelligence & Robotics ETF, which tracks the Nasdaq CTA Artificial Intelligence and Robotics Index. Voice AI platform SoundHound also got a 100% buy rating, and analysts put its potential average upside at 31%.
☆ Tesla or Ford? Analysts name their favorite stock as the EV race heats up
  + stars: | 2023-02-06 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
Ford's EV sales – currently at 3.6% of its monthly total sales – have been a major focus of Wall Street. Amid talk of an EV pricing war , who will win: Tesla, or Ford? Ford Bank of America in a Jan. 30 note called both Ford and Tesla's decision to cut prices "odd." Tesla Most analysts seem to be more optimistic on Tesla at present. For Tesla, analysts have an average price target upside of 1.8%, and 65% have a buy rating on the stock.
☆ Bearish hedge fund manager Dan Niles names his top five trades for 2023
  + stars: | 2023-02-06 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Despite the January bounce , hedge fund manager Dan Niles sees more volatility ahead. Top picks for 2023 Amid the volatility, Niles has five top picks for investors. He said his Satori Fund well outperformed the S & P last year by making money, but did not disclose its exact performance. It continues to be one of the top trades this year for Niles, who called it his "favorite investment in 2023." Sitting on cash allows us the flexibility to reinvest if the S & P goes lower in 2023," Niles said.
☆ Time to buy the tech rally? Wall Street pros weigh in with their top stock picks
  + stars: | 2023-02-06 | by ( Zavier Ong | ) www.cnbc.com   time to read: +6 min
Investors are flocking back into tech, after shunning the sector for the better part of 2022 amid broad risk-off sentiment. The tech-heavy Nasdaq Composite has been the best-performing Wall Street index in 2023, having gained about 15.6% since the start of the year. This could be the rebound," Wang told CNBC's "Street Signs Asia" on Thursday. " Some 87% of analysts covering the stock rate it a "buy," according to FactSet data, and give it average upside of 10.3%. Christopher Crawford, managing partner at Crawford Fund Management, told CNBC's "Street Signs Asia" on Tuesday that his firm is overweight tech "for the first time in our 10-year history."
☆ Hedge fund manager Dan Niles explains why he's so bearish — and when he sees markets falling
  + stars: | 2023-02-03 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Hedge fund manager Dan Niles said he expects stock markets to fall by the middle of this year as the Federal Reserve opts to keep interest rates higher for longer. Niles, founder and senior portfolio manager of the Satori Fund, told CNBC's "Street Signs Asia" Thursday that there was a "disconnect" between market expectations and the U.S. central bank's messaging. His comments echo Fed Chair Jerome Powell, who said he doesn't expect to cut rates this year after the central bank raised interest rates by 25 basis points Wednesday. However, interest rate swap data shows that a significant proportion of the market expects a cut in the base rate by the middle of this year. However, despite his bearish outlook, the hedge fund manager said there could be several tailwinds in the near term for the U.S., such as the Fed pausing after two more rate hikes, inflation slowing, and China's reopening.
☆ Beware of tech stocks — these cash-rich names are a better bet, analysts say
  + stars: | 2023-02-02 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Forget growth stocks like tech. "We're starting to enter a bifurcated market: companies with strong balance sheets will hold up much better than growth companies that have never posted a profit," he added. He said his firm has been bullish on energy, thanks to high free cash flow yield in the sector. "Energy companies used to take every dollar they could get their hands on ... "Investors are looking to fade the growth trade in favor of more reliable cash flow generating stocks.
☆ This electric vehicle ETF soared 20% in January. Analysts give 2 of its stocks another 100% upside
  + stars: | 2023-02-01 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
The Global X Lithium & Battery Tech ETF was up nearly 8% last week – its best week since March 2022, according to CNBC analysis. Lithium and EV battery producers, such as Albemarle and CATL , also did well, soaring 30% and 18% respectively. Rivian shares are seen rising by 100% over the next 12 months on average, while Tesla has 13% upside, and Lucid has 18% potential upside, according to analysts. Battery makers Freyr and Enovix Corporation stood out for having the biggest potential upside, at 108% and 285% respectively. Both are also popular among analysts, with Enovix the only company on the list to have a 100% buy rating from analysts.
☆ Tesla shares rose 30% last week. Here’s where Wall Street sees it going next
  + stars: | 2023-01-31 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
This year so far, Tesla shares are up by around 44%. It follows a bleak 2022 when Tesla shares slumped over 35% in December and around 65% over the year. Its bear case is a $70 price target, while its bull case is $390. Garrett Nelson, senior equity analyst at CFRA Research, predicts a "strong rebound" for Tesla shares in 2023, calling its risk/reward "highly compelling" at current levels. Tesla shares ended Friday at $177.90.
☆ Goldman Sachs names tech stocks with a 'strong runway' for growth — giving one upside of nearly 70%
  + stars: | 2023-01-30 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
One corner of tech, software, might be seeing "limited appetite" from the market, according to Goldman Sachs. Goldman analysts forecast in a Jan. 23 note that the earnings per share (EPS) growth of software stocks may outpace the broader S & P 500 index this year. It gave Datadog a "buy" rating and a price target of $128, or an upside of nearly 70%. Software stocks were an investor favorite during the pandemic, but their popularity waned as economies reopened. Nevertheless, the tech sub-sector remains a key part of several long-term secular trends, such as cloud computing and artificial intelligence.
☆ Buy the dip? Top Morningstar strategist names 3 stocks trading at a steep discount
  + stars: | 2023-01-27 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
For now, U.S. stocks are around 15% undervalued, according to Sekera, who says the extent of this undervalued territory is rare. 'Undervalued' stocks Sekera names three stocks he says are undervalued right now, trading at a steep discount to Morningstar's fair value estimates. Medical technology firm Medtronic made his list: The stock is trading at a 28% discount to Morningstar's fair value estimate. Sekera also named Citi , which is trading at a 34% discount to Morningstar's fair value price. The stock is trading at a more-than 20% discount to Morningstar's fair value estimate.
☆ Lithium's got a strong year ahead of it — and China's reopening will boost this stock, analyst says
  + stars: | 2023-01-26 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Things are looking up for the electric vehicle industry, thanks to China's reopening — particularly in the second half of the year, one analyst says. Corinne Blanchard, vice president of lithium and clean tech equity research at Deutsche Bank, told CNBC's " Street Signs Asia " last week that China's reopening should give the EV industry a "nice boost." Stock picks Among lithium names, Deutsche favors those with strong management teams with "best in class" execution. The firm is well positioned to capitalize on lithium's growth thanks to its two new plants, which were launched in 2022. "We believe Lithium will remain a license for Albemarle to continue printing money well into the future," she said.
☆ Alphabet or Microsoft? Analysts predict which stock will come out on top
  + stars: | 2023-01-23 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Analysts say the platform could be a threat to Google's bread-and-butter search business . Alphabet and Microsoft compete in the cloud business. Neither stock did well in the past year, with Microsoft dropping more than 20%, and Alphabet tumbling over 30%. According to FactSet, analysts covering the stock gave it 21% upside on average, while 91% gave it a "buy" rating. According to FactSet, analysts covering Alphabet gave it 35% upside on average, while 92% gave it a buy rating.
☆ Analysts love these stocks that are flush with cash — giving one over 75% upside
  + stars: | 2023-01-22 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
"We prefer companies generating cash rather than those that need capital to grow. The higher the free cash flow yield, the better a company's position to meet its debt obligations. A company with a high free cash flow is also able to access cash more quickly in the event of an emergency or opportunity. Using FactSet data, CNBC Pro screened for stocks that boast lots of cash and could be well positioned for a rocky year. U.S.-listed Chesapeake Energy Corporation was the only energy stock to appear on the screen, with its free cash flow yield at nearly 14%.
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