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☆ Morgan Stanley: Buy these 32 stocks to prepare for an unexpected earnings drop and more market volatility
▼ + stars: | 2023-03-28 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Buy these 32 stocks to get defensive and protect your portfolio, Morgan Stanley says. Although US stocks have held up admirably during the market turmoil of the last few weeks, Morgan Stanley remains more cautious than optimistic. Consensus estimates for Q1 have already fallen by 6% this quarter, but Morgan Stanley sees even more downside ahead. Other than earnings, Morgan Stanley is concerned that bond market volatility will affect stocks. 32 defensive stocks to buy nowWith weaker earnings and more market volatility ahead, Morgan Stanley recommends buying large, stable stocks in three defensive sectors: consumer staples, healthcare, and utilities.

☆ A top-performing fund manager shares her strategy for finding undervalued stocks hiding in plain sight — and details her 7 best investments to make right now
▼ + stars: | 2023-03-24 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

A top-performing mid-cap fund manager shared the strategy that's brought her sustained success. For over 22 years, Kimberly Scott has run the Delaware Ivy Mid Cap Growth Fund (WMGAX). Scott's mid-cap fund, which now has $5.6 billion in assets, has topped 92% of its peers over the past 15 years and ranks in the top 12% of its category so far this year, according to Morningstar. In response, the veteran fund manager is keeping up with what's going on in the economy but is mostly focused on sticking to her tried-and-true strategy for picking mid-caps. 7 top stocks to buyAfter explaining her investing method, Scott made the case for seven of the top stocks in her mid-cap mutual fund.

☆ Buy these 6 stocks to bet on the AI boom and future-proof your portfolio, according to a senior analyst
▼ + stars: | 2023-03-22 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

"I don't think there's any denying that AI is going to be the future," Jankowski said. 6 AI stocks to buyJankowski answered his own question by sharing six AI-focused stocks he's bullish on. "I don't think people realize or fully appreciate the sheer amount of computing capability it requires to run these programs and run AI," Jankowski said. Lastly, chipmakers whose silicon powers data centers will be among the biggest beneficiaries of the AI boom, Jankowski said. "We're looking at semiconductor companies — companies that focus on data centers," Jankowski said.

☆ UBS details how consumer spending is under pressure as inflation remains a threat — and reveals 4 top retailers worth investing in
▼ + stars: | 2023-03-22 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

Consumer spending hasn't collapsed due to high inflation, though pressure is building. The resilience of consumer spending might be the biggest surprise in markets in the past year. To that point, $44 billion AutoZone (AZO) indicated it hasn't seen consumer behavior change and has maintained its margins by passing on costs. 4 retail stocks to buy nowIf there's a consensus among the companies that attended UBS' conference, it's that although consumer spending has held up for now, pressure from inflation is steadily mounting. Those are listed below, along with each company's ticker and market capitalization, as well as selected insights their management teams provided at UBS' retail conference.

☆ BMO: Buy these 20 stocks to profit from a simple 2-part investing strategy that's consistently outperformed during volatile markets — like the one we're in right now
▼ + stars: | 2023-03-21 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Mutual fund managers are beating the market this year at the highest rate in a decade. Active fund managers are currently having their best year of relative performance in a decade, according to BMO Capital Markets. Since 1990, that strategy has consistently outperformed the S&P 500 — regardless of what's happened in the broader market, or with volatility. BMO Capital Markets20 stocks to buy nowInvestors can follow the two-part strategy BMO laid out by buying 20 outperform-rated stocks in the S&P 500 that are classified as either GARP or dividend growth stocks. Below are BMO's 20 stock picks for GARP or dividend growth, along with each company's ticker, market capitalization, and group.

☆ A leading fund manager warns that regional banks could cause 'financial Armageddon' — unless the government makes 2 crucial moves immediately
▼ + stars: | 2023-03-19 | by ( James Faris | ) www.businessinsider.com time to read: +8 min

Financial stress stemming from Silicon Valley Bank's collapse could spread, a top fund manager said. But that in itself is becoming an under-the-radar issue, he noted, as large banks' strength is now coming at the expense of regional banks — even those without issues. Since most regional banks aren't classified as "systemically important," their clients would be out of luck in the event of a bank failure, Hatfield noted. Unless the FDIC insures all deposits at all banks, Hatfield said that there will be no reason to put money in a non-protected regional bank. So they'll have a negative interest margin, they'll lose money, they'll get downgraded, and they'll go out of business."

☆ These are the 3 essential questions nobody is asking after Silicon Valley Bank's implosion — and the 5 bank stocks you should be buying, according to UBS
▼ + stars: | 2023-03-16 | by ( James Faris | ) www.businessinsider.com time to read: +3 min

Regional banks remain under fire after the sudden undoing of Silicon Valley Bank. UBS answered three of the biggest questions bank investors should be asking right now. Here are five of the firm's favorite regional bank stocks to buy for upside. The shocking collapse of Silicon Valley Bank, the shutdown of Signature Bank, and "material weaknesses" reported at Credit Suisse led investors to panic-sell bank stocks — even those without financial issues. Below is a summary of those questions and the best answers based on UBS projections, along with the regional bank stocks that stand out in regards to each.

☆ Buy these 52 top stocks now before a multi-year market recovery begins, according to BMO Capital Markets
▼ + stars: | 2023-03-15 | by ( James Faris | ) www.businessinsider.com time to read: +3 min

The days of low interest rates that allowed growth stocks to take off are over, according to BMO. A three-year stretch of chaos in markets will soon end, according to BMO Capital Markets. Stocks have swung from feverish highs to crushing lows since the pandemic as interest rates rose from rock-bottom levels to historically high. 52 top stocks to buy nowIn the report, dozens of BMO analysts listed 52 of their favorite stocks across nine market sectors to buy this quarter. Below are the top investing ideas from BMO, along with each company's ticker, market capitalization, sector, price target, and thesis.

☆ These 23 bank stocks offer upside after Silicon Valley Bank's stunning collapse sent the whole sector plummeting, according to Bank of America
▼ + stars: | 2023-03-14 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

The sudden collapse of Silicon Valley Bank has caused panic in the banking sector. One of the biggest scares for the banking sector since the financial crisis came late last week when Silicon Valley Bank (SIVB), which was the 16th-largest bank in the nation just days ago, imploded nearly overnight. Stocks swooned and market volatility spiked when it became clear that Silicon Valley Bank was going under. Although the US government pledged to protect individuals and businesses who made deposits at Silicon Valley Bank, fears about the potential for widespread collapse carried into this week. Shares of small- and mid-sized regional banks got crushed on Monday in what seemed to be a crisis of confidence.

☆ Buy these 24 quality stocks to safeguard your portfolio from higher interest rates, according to BMO Capital Markets
▼ + stars: | 2023-03-11 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Here are 24 high-quality stocks to buy now to protect your portfolio from higher rates. But when the Fed's rate hikes fully go into effect, excess savings will dry up, and pent-up demand will fade. Labor market resilience and the Fed's latest messaging about the possibility of more rate hikes makes that dovish outcome "highly unlikely," Porter wrote. The Fed's interest rate decision — and potentially the economy's near-term future — hinges on how hot or cool inflation is in next Tuesday's report. BMO Capital MarketsBelow are 24 US stocks that currently have the best prospects for strong risk-adjusted returns, according to BMO.

☆ Morgan Stanley: Buy these 19 stocks to profit from an investing strategy that produces positive returns 100% of the time
▼ + stars: | 2023-03-10 | by ( James Faris | ) www.businessinsider.com time to read: +3 min

Morgan Stanley sees downside for stocks and weakness for the economy on the horizon. Morgan StanleyOther economic indicators, including the Conference Board's Leading Economic Indicator, are historically weak, according to Morgan Stanley, suggesting that a recession could be coming. Morgan Stanley zeroed in on tech stocks because they've historically underperformed before the broader market bottoms but tend to significantly outperform afterward. Below are 19 tech stocks that Morgan Stanley expects to perform well after the market bottoms. These names are separate from its list of tech stocks to buy during market weakness.

☆ Bank of America shares 4 reasons why AI is having its 'iPhone moment' and could have a $15.7 trillion impact on the global economy by 2030 — while enriching investors in these 13 industries along the
▼ + stars: | 2023-03-08 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

Artificial intelligence (AI) may be having its "iPhone moment," according to Bank of America. In fact, the firm has cited an estimate from PwC that AI's economic impact could be $15.7 trillion by 2030. "This could be the 'iPhone moment' for AI." And like smartphones existed prior to the iPhone, AI predates ChatGPT by many years. At that rate, AI could be a million times more powerful than ChatGPT is now in the next 10 years, Israel wrote.

☆ Morgan Stanley: Buy these 16 tech stocks to protect your portfolio from disappointing earnings and a coming market downturn
▼ + stars: | 2023-03-07 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

US stocks have shown strength recently but haven't hit their lows yet, according to Morgan Stanley. That's the latest message from top investing minds at Morgan Stanley, including chief US equity strategist Mike Wilson and strategist Andrew Pauker. In fact, margin expectations — as illustrated via net margin revisions — have retreated at the highest rate since the financial crisis, Morgan Stanley researchers found. 16 tech stocks that will outperform in weaknessIn the note, Morgan Stanley's strategists highlighted an unconventional investing strategy for the coming earnings weakness: buying technology stocks. Below are 16 stocks that have the strongest risk-reward prospects within the technology sector for the next 12 months, according to Morgan Stanley.

☆ A once-bearish chartmaster explains why stocks will regain momentum and rally after last month's pullback — and shares 8 investments that his charts say to make right now
▼ + stars: | 2023-03-05 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Here are eight investments to make now while the S&P 500 rallies, according to Keller. Based on his charts, Keller's hunch is that the S&P 500 is near the lower end of a longer-term uptrend. He's encouraged by the higher highs and higher lows the index has made in the last few months. The S&P 500 has solid levels of technical support from its 50- and 200-day moving averages, which are shown in the solid blue and red lines, respectively. 8 investments to make nowBesides sharing his outlook for the broader market, Keller listed eight investments — four stocks and four exchange-traded funds (ETFs) — that have promising technical setups right now.

☆ Capitalize on the $900 billion AI boom by buying these 20 top stock picks, according to Bank of America
▼ + stars: | 2023-03-03 | by ( James Faris | ) www.businessinsider.com time to read: +2 min

Bank of America estimates that AI will be worth $900 billion globally by 2026. Here are the 20 best stocks to buy for exposure to AI, according to Bank of America. Bank of America is the latest firm to chime in about the AI revolution — and how investors can profit from it. Bank of AmericaThere will be many winners from the coming AI boom, according to Bank of America. 20 stocks that will profit from the AI boomBank of America analysts recently wrote that ChatGPT has led to the so-called democratization of AI.

☆ The father-son team behind a top-1% mutual fund explains how they pick small companies with high upside built to thrive amid inflation — and makes the case for 5 of their favorite stocks
▼ + stars: | 2023-03-02 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Their refined small-cap investing strategy led to a top-1% performance in 2022. The two men are co-investment chiefs at SouthernSun Asset Management, which Michael founded in 1989, and co-managers of their firm's top-performing small-cap fund. Secrets from top small-cap fund managersPerfecting their investing process has been the key to the Cooks' outstanding recent returns. What SouthernSun's small-cap fund lacks in turnover, it makes up for in volatility. But the fund managers are confident that the small-cap stocks they've chosen will survive — if not thrive — as inflation stays elevated.

☆ U.S. regulators rejected Elon Musk’s bid to test brain chips in humans
▼ + stars: | 2023-03-02 | by ( ) www.reuters.com time to read: +23 min

Musk’s missed deadlines for FDA approval of Neuralink July 2019:Musk says Neuralink is aiming to receive regulatory approval for human trials of brain implants by the end of 2020. “Everybody in the industry was saying: ‘Oh my God, they’re going to run straight into a brick wall,’” Ludwig said of Musk’s bid for FDA approval. For example, NeuroPace, which makes the brain implant to treat epilepsy, received final FDA approval in 2013 – 16 years after the company’s launch. The FDA’s concerns about the battery are also potentially serious, experts in brain devices said. Still, that proposal disappointed Neuralink because it could delay progress toward final FDA approval, one of the sources said.

☆ U.S. regulators rejected Elon Musk’s bid to test brain chips in humans, citing safety risks
▼ + stars: | 2023-03-02 | by ( Rachael Levy | Marisa Taylor | ) www.cnbc.com time to read: +19 min

Companies that do secure human-testing approval typically conduct at least two rounds of trials before applying for FDA approval to commercially market a device. "Everybody in the industry was saying: 'Oh my God, they're going to run straight into a brick wall,'" Ludwig said of Musk's bid for FDA approval. For example, NeuroPace, which makes the brain implant to treat epilepsy, received final FDA approval in 2013 – 16 years after the company's launch. Beyond grants, it provides access to government experts who advise on how to gain FDA approval and commercialize a device. Musk's emails to Neuralink staffers often come from his SpaceX address, said two people who reviewed them.

☆ Here are the 5 best ways to take advantage of a comeback rally for foreign stocks, according to 5 market-beating international fund managers
▼ + stars: | 2023-03-01 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

Here are five ways to invest to take advantage of a long-term rally for foreign stocks. Yahoo FinanceEuropean stocks spark an unexpected rallyThe turnaround for foreign stocks was fueled by a sudden reversal for European equities. "So foreign, value stocks over growth stocks, commodities should do OK — and all else held constant — you should see some downward pressure on the US dollar as well." Those modest expectations are reflected in the cheap valuations of international stocks, especially those in Europe, Hill said. 5 ways to invest while international stocks reboundNelson's strategy in running the EuroPac International Value Fund is very similar to that of the Tweedy, Browne International Value Fund, which Insider profiled in December.

☆ These 13 beaten-down stocks offer a 'margin of safety' from a possible credit shock, according to a top-1% fund manager
▼ + stars: | 2023-02-28 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

Higher-than-anticipated interest rates could lead to economic pain and even a credit shock. Top-1% fund manager James Abate explained why he hasn't given up on stocks yet. Here are 13 value stocks to buy in this shaky environment, according to Abate. Leading fund manager James Abate isn't predicting a repeat of the financial crisis, but he is worried that banks could get their biggest test in years if interest rates keep rising. While nothing is guaranteed in markets, Abate said that 2023 will provide many opportunities for fund managers like him to outperform.

☆ Buy these 7 value stocks to help your portfolio thrive during 'economic purgatory,' according to the manager of a $17 billion fund
▼ + stars: | 2023-02-25 | by ( James Faris | ) www.businessinsider.com time to read: +3 min

Detailed below are seven top stocks to buy now, according to the $17.5 billion value fund manager. The silver lining is that most Wall Street firms think the economy will experience a soft landing, which would be characterized by a mild downturn. This means buying value stocks that will both succeed amid a soft landing, as well as those poised to benefit from the more extreme event of a full-blown recession. Overall, he sees the group as attractively valued, especially in a soft landing scenario. Below are seven of Linehan's favorite value stocks to own in this environment along with the ticker, market capitalization, sector, and thesis for each.

☆ 5 contrarian investments to make now to profit as stocks defy the bears and go on a surprise rebound rally, according to a Fidelity strategy director
▼ + stars: | 2023-02-24 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Stocks have given up much of their year-to-date gains after a furious rebound rally to start 2023. Here are five contrarian investments to make if stocks rally despite a recession. Denise Chisholm, the director of quantitative market strategy at Fidelity Investments, has chosen the latter. If that's the case, Chisholm thinks stocks could enjoy a bear-defying relief rally this year. Investors looking to get exposure to Chisholm's preferred sectors can consider the following exchange-traded funds (ETFs): the Consumer Discretionary Select Sector SPDR Fund (XLY), the Financial Select Sector SPDR Fund (XLF), the Industrial Select Sector SPDR Fund (XLI), the Materials Select Sector SPDR Fund (XLB), and the Health Care Select Sector SPDR Fund (XLV).

☆ Buy these 40 overlooked stocks offering top-tier dividend payouts that will hedge against underrated recession risk, UBS says
▼ + stars: | 2023-02-23 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

But UBS is still calling for a recession, which should cause more defensive quality dividend stocks to outperform. UBSLastly, UBS expects dividend growth to exceed earnings growth in 2023. Dividend growth (in gold) has historically been much less volatile than earnings growth (in blue). UBS40 high-quality dividend stocks to buyIn this environment, investors would be wise to pursue quality within dividend stocks. Below are the 40 high-quality dividend stocks to buy along with the ticker, market capitalization, sector, and expected 2023 dividend yield for each, according to UBS.

☆ A top-5% fund manager shares 4 reasons why he's getting optimistic about the economy after hiding nearly half of his assets in cash last summer — and details 6 of his favorite stocks to buy now
▼ + stars: | 2023-02-22 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

Leading fund manager Jeff Muhlenkamp put about half of his fund into cash last summer. Last summer, Jeff Muhlenkamp was so concerned about the US economy that he put nearly half of his fund's assets into cash. But in recent months, Muhlenkamp has moved more money into select stocks — even though he acknowledges that there are still lingering risks for stocks and the economy. "You're seeing buyers come back into the market," Muhlenkamp said. Lastly, Microsoft is like Apple in that it's a mature mega-cap company with profitable businesses that produce tons of cash, Muhlenkamp said.

☆ Buy these 16 dividend stocks to collect consistent cash payments while inflation stays high, according to a fund manager who outperformed 95% of his peers last year
▼ + stars: | 2023-02-20 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

"Just simply by focusing on quality companies with strong free cash flows is going to get you through any economic cycle. When looking for dividend stocks, the fund manager said it's crucial to consider a company's cash flow to ensure that it will be able to provide consistently high cash payments each quarter. "We do think it's prudent for investors to focus on — whether it's sectors as a whole or companies — strong, resilient cash flows," Morey said. "Because in an environment that we're in right now, cash is king, and cash flows are the life of companies. And without cash flows, you're tapping into other sources for capital, which is now at a much higher rate."

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