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☆ Buy these gold and copper stocks to ride AI, China demand and more, say fund managers
▼ + stars: | 2024-04-24 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Gold and copper have been on fire, as geopolitical tensions mount, central banks buy up gold, and AI demand for copper grows. Copper, too, has done well, with copper futures hitting their highest level since 2022 last weekend. Stock picks He named Australian gold miner Northern Star and copper miner Southern Copper as stocks he's bullish on right now. He said against that backdrop, he's getting back into some gold mining stocks such as Gold Fields and K92 Mining. It said that copper demand will already "significantly exceed" supply starting this year — and that's not even accounting for demand growth from data centers.

Persons: Kingsley Jones, Jevons, CNBC's, Jones, Kamil Dimmich, Dimmich, he's, that's, Jefferies, Teck, Ian Roper, Michael Bloom Organizations: Wall Street, U.S . Federal Reserve, Stock, Northern Star, South, K92 Mining, Jefferies, JPMorgan, Teck Resources, North, Astris Advisory Japan KK, CNBC Locations: USA, Europe, South Capital, East, China, Freeport, McMoRan, Lundin, Teck, North America

☆ Netflix will remain the global streaming leader, says TD Cowen's John Blackledge
▼ + stars: | 2024-04-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix will remain the global streaming leader, says TD Cowen's John BlackledgeJohn Blackledge, internet and media analyst at TD Cowen, joins CNBC's 'The Exchange' to share why he's bullish on Netflix, the market's reaction to earnings, and more.

Persons: Cowen's John Blackledge John Blackledge, Cowen Organizations: Netflix

☆ Sprott CEO says he's bullish on gold in the near-term thanks to China buying
▼ + stars: | 2024-04-12 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSprott CEO says he's bullish on gold in the near-term thanks to China buyingJohn Ciampaglia, Sprott Asset Management CEO, joins 'Fast Money' to discuss why he is bullish on gold.

Persons: he's, John Ciampaglia Organizations: Sprott Asset Management Locations: China

☆ 'The higher they go, the harder they fall': A veteran bear says US stocks could crash 39% as earnings disappoint — but investors can manage risk by making these 10 moves now
▼ + stars: | 2024-03-25 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

"And I sort of look at the stock market right now as that clown of the circus blowing up the balloon." That earnings multiple is based on future earnings prospects, the economy, and interest rates. When the Federal Reserve cuts interest rates and the yield curve steepens, he said big banks should bring opportunities. "There will be areas to dip your toes in, but not for the overall market," Rosenberg said. He's bullish on long-term bonds and gold as the Fed cuts interest rates.

Persons: —, David Rosenberg, Rosenberg, he'll, they've, It's, " Rosenberg, he's, He's Organizations: Service, Rosenberg Research, Business, Equity, Federal Reserve, Nikkei Locations: Japan

☆ Here's where to invest $1 million right now, according to the pros
▼ + stars: | 2024-03-25 | by ( Weizhen Tan | ) www.cnbc.com time to read: +6 min

If you had a spare $1 million to invest right now, what should you buy? He would allocate roughly 60% into stocks this way: 15% each to U.S. large-cap growth stocks and U.S. large-cap value stocks; 4% to small-caps; and 8% to mid-caps. "We really believe in style diversification and feel that remaining diversified with value and growth stocks remains prudent," Benson said. With a million dollars to invest, it would be "reasonable" for investors to put their money in both small- and mid-cap stocks now, he said. The average amount of money that his clients invest is $1.3 million, and his firm manages over $1.2 billion.

Persons: Aaron Benson, Baird, Benson, Chris Fasciano, Shams Afzal, Afzal, Louis Navellier, they've, Navellier, Li Auto Organizations: U.S . Federal, CNBC Pro, Commonwealth Financial Network, Carnegie Investment, Navellier, Associates, Nvidia, Computer, Micro, Mexico's Vista Energy, Volkswagen, Alamos Locations: U.S, Mexico, India, China

☆ Six Group CEO: IPO pipeline looks really healthy
▼ + stars: | 2024-03-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSix Group CEO: IPO pipeline looks really healthyJos Dijsselhof, CEO of Six Group, joins CNBC following earnings. He makes the case for why he's bullish on the 2024 IPO pipeline, and what mix of companies will make for a healthy exchange.

Persons: Jos Dijsselhof Organizations: Six, CNBC Locations: Jos

☆ How Overtime is turning high school sports leagues into a $100 million business
▼ + stars: | 2024-02-27 | by ( Lucia Moses | Ashley Rodriguez | ) www.businessinsider.com time to read: +6 min

This year, Overtime is on track to make $100 million based on deals that are locked in, a 30% year-over-year increase. Amazon pays Overtime to stream its Overtime Elite basketball league, which pays its teen players upwards of $100,000 annually plus bonuses. Advertisement"We have three-year sponsorship deals with major brands," Porter said, referring to Overtime's league deals. For example, GMC and C4 Energy drink pay Overtime to sponsor its Overtime Elite practice courts and Overtime Boxing ring, respectively. Its young audience also poses some limitations.

Persons: —, Dan Porter, CRO Rich Calacci, Porter, it's, that's, Megan Marks, Zack Weiner, It's, Breanna Stewart who's Organizations: Service, GMC, State, Adidas, Amazon Prime, Elite, Business, NBA, C4 Energy, Dentsu Media, millennials, NFL, Endeavor, Liberty Media Corp, Netflix Locations: America

☆ These 5 fundamentally sound AI stocks are best-positioned for the next 5-10 years with the industry still in its early stages, according to a portfolio manager at a $20 billion firm
▼ + stars: | 2024-02-27 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

But don't confuse Osmani's overall optimism on the AI space for blanket bullishness on AI-adjacent stocks. Many AI stocks, in fact, are detached from fundamentals and are risky, he told Business Insider on Monday. As evidence of this, he cited the performance of a basket of 50 AI stocks his firm monitors. "We like companies that can monetize AI already, which, in effect, these companies are recipients of the sizable spend going on in AI — spend from the hyperscalers, spend from the corporates," he said. Below are five AI stocks that Osmani is betting on for the years to come.

Persons: Zehrid, Martin Currie, Osmani, —, he's bullish Organizations: Business, Microsoft, Google, OpenAI, Design Systems Locations: Scotland

Some stocks could post sizable moves this week on the back of corporate earnings reports this week. Wall Street expects more steam ahead, with the typical analyst surveyed by FactSet holding a buy rating and price target reflecting nearly 10% in upside. His price target of $2 implies shares can add almost 190%. Meanwhile, the average analyst polled by FactSet has a hold rating on the penny stock, but the same price target as Kallo. But he cut his price target by $3 to $80 on Friday ahead of the report.

Persons: Berkshire Hathaway, it's, Raymond James, Srini Pajjuri, Pajjuri, Nikola, Baird, Ben Kallo, NKLA, Kallo, FactSet, Christopher Horvers, bullish Organizations: Nvidia, Moderna, Berkshire, CNBC Pro, CNBC Locations: Lucid

☆ Stock futures are little changed on Sunday night after a record week for the S&P 500: Live updates
▼ + stars: | 2024-02-11 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., February 6, 2024. U.S. stock futures hovered near the flatline on Sunday night following a record-setting week for the S&P 500 . On Friday, the S&P 500 rose 0.57% to close above the 5,000 level for the first time, while the tech-heavy Nasdaq Composite added 1.25%. The S&P 500 and Nasdaq Composite added 1.4% and 2.3%, respectively. Some 61 names in the S&P 500 are set to report earnings in the week ahead, including gig economy stocks Lyft , Instacart and DoorDash .

Persons: Kraft, Jay Hatfield, Hatfield Organizations: New York Stock Exchange, Dow Jones Industrial, Nasdaq, Dow Jones, Dow, Kraft Heinz, Hasbro, Capital Advisors, Traders, CPI, PPI, CNBC Locations: New York City, U.S

☆ Nyasia Casey's first investment property was a cash-flowing 'slam dunk' in Baltimore. She explains how she landed it, and how she's setting herself up to retire early.
▼ + stars: | 2024-01-18 | by ( Kathleen Elkins | ) www.businessinsider.com time to read: +9 min

Ultimately, that attribute led the 44-year-old to a career she never imagined: a real-estate agent and investor. Until she started her first job as a paralegal at one of the biggest law firms in New York City, that is. Becoming a real-estate agent satisfied both of those criteria. Casey started bringing in $2,350 a month, which the government covered for her tenant. "To get $1,100 right now in gross cash flow on your first deal in a low market is really, really good, especially in Baltimore where the average is $300."

Persons: Nyasia Casey, Casey, Casey didn't, I've, that's, doesn't, Casey Casey, Charles Blair, she'd, Blair, it's, It's Organizations: Business, SUNY Albany, Amazon FBA, YouTube, Housing Authority Locations: New York City, Florida, New York, Baltimore, Maryland's, Baltimore City

☆ Where to invest $50,000 with Treasury yields rising again
▼ + stars: | 2024-01-16 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +8 min

The 10-year Treasury yield started the new year trading around 3.8% after a steep decline in late 2023. Against this backdrop, CNBC Pro asked three strategists and money managers how they would allocate $50,000 with yields rising again. Specifically, he recommended bills with a three- to six-month maturity, which investors can gain exposure to through exchange-traded funds such as the Vanguard Short-Term Treasury ETF (VGSH) or SPDR Portfolio Short Term Treasury ETF (SPTS) . Exchange-traded funds that offer exposure to these assets include the iShares 20 Plus Year Treasury Bond ETF (TLT) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT) . Invest in dividend-growing value stocks Newton Investment Management's John Bailer recommended investors solely allocate into value stocks with sustainable and growing dividends.

Persons: Kumar, VGSH, VCIT, John Bailer, JPMorgan Chase, They've, they've, Bailer, Northrop Grumman, James Abate, Abate, Johnson, Geoff Martha, Colgate's Organizations: Treasury, Nasdaq, Dow Jones, CNBC Pro, Sri, Kumar, CNBC, AAA, Exchange, Treasury Bond ETF, Vanguard, Stock Market, U.S, Bloomberg, Newton Investment, JPMorgan Chase, JPMorgan, Northrop, Asset Management, Johnson, Colgate, Palmolive Locations: Bailer's

☆ Lyft CEO touts success of airport 'on-time pickup promise' for riders
▼ + stars: | 2023-11-30 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Lyft CEO David Risher told CNBC's Jim Cramer on Thursday said he's bullish on the company's "on-time pickup promise" program, which was launched before the busy holiday travel season. If we are more than ten minutes late, we will pay you up to $100 in Lyft cash." Risher said over the past few weeks, Lyft has given 2.5 million rides to the airport and only had to reimburse 72 rides for late pick-ups. "We just saw the results, just yesterday, of our most recent [employee satisfaction survey]," he said. "What that tells you is that the thousands and thousands – 3000 plus team members who work for Lyft – are starting to believe.

Persons: David Risher, CNBC's Jim Cramer, he's bullish, Risher, Lyft, Uber, Lyft –

☆ How to make your money work for you over the next decade
▼ + stars: | 2023-11-28 | by ( James Faris | William Edwards | ) www.businessinsider.com time to read: +16 min

"If there is a regime shift, then what has worked could be quite different from what does work," McLennan said. That means the growth stocks that dominated for years may come back to earth in the mid-2020s. He also recommends that investors diversify away from growth stocks that thrived under low rates and instead broaden out to value-oriented names. Valuations explain 80% of a stock's returns over a decade, according to Bank of America. Smead sees energy in stocks in Canada also outperforming in the coming decade, as well as European banks.

Persons: —, Peter Bates, Rowe Price, Damanick Dantes, We're, Dantes, you've, He's, Matt McLennan, McLennan, Kimball Brooker, Morningstar, Nicola Stafford, Stafford, it's, Molina, Bates, Russell, Cole Smead, that's, Phillip Colmar, Colmar, Bob Doll, Doll, Smead, Michael Sheldon, Sheldon, who's, there's, Chris Chen, Chen, Roth Organizations: Service, Business, Global, International, McLennan, First Eagle Global Fund, Eagle Investments, Goldman, Asset Management, Stock, Molina Healthcare, Vanguard Value, Healthcare, Bank of America, Comerica Wealth Management, MRB Partners, Canadian, Crossmark Global Investments, BlackRock, Energy, P Bank ETF, RDM Financial, Social Security, Social, Insight Financial, Trust, IRA Locations: Canada, Colmar, United States, Canadian, Europe, Treasuries

☆ Bank of America sees the S&P 500 rising to 5,000 next year, anticipates a 'stock picker's paradise'
▼ + stars: | 2023-11-21 | by ( Fred Imbert | ) www.cnbc.com time to read: +2 min

Savita Subramanian, the bank's head of U.S. equity and quantitative strategy, wrote Tuesday she sees the S & P 500 ending 2024 at 5,000. "We are past maximum macro uncertainty," wrote Subramanian. The S & P 500 on Friday posted a three-week winning streak — its longest run since this past summer. The strategist also noted other reasons she's bullish heading into 2024, including: Expectations of S & P 500 earnings rising more than 6% year over year. How to play it She anticipates a "stock picker's paradise" as certain companies separate themselves from the pack.

Persons: Savita Subramanian, Subramanian, she's Organizations: of America, Federal, Bull Locations: Monday's

☆ A top portfolio manager explains why growth stocks will thrive in 2024 — and names 6 companies that are set to outperform
▼ + stars: | 2023-11-16 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Leading fund manager Kimberly Scott doesn't think a recession will kill the market's momentum. US stocks caught fire in late October and have now nearly recovered from a three-month-long selloff that started in August. Still, Scott said she expects the US economy to keep growing in 2024 as earnings growth accelerates once again. If price growth retreats to normal levels, Scott said growth-oriented stocks should outperform in 2024. 6 top stocks to own in 2024After sharing her optimistic view about earnings and the economy, Scott listed six stocks she's bullish on heading into 2024.

Persons: Kimberly Scott doesn't, Scott's, it's, Scott, Nathan Brown, Bradley Halverson, she's, Wall, They've Organizations: Business, Investors, Reserve, Delaware, Companies, Consumer

☆ A value fund manager who's beaten 99% of his peers in the last three years explains how he avoids bad investments — and makes the case for 3 stocks he loves heading into 2024
▼ + stars: | 2023-11-05 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

The 31-year market veteran has achieved enviable results since the start of 2005 while running the BNY Mellon Dynamic Value Fund (DAGVX) alongside co-manager Brian Ferguson. How to invest — and common mistakes to avoidLike all value fund managers, Bailer refuses to overpay for stocks — regardless of how enticing their businesses look. "It's a philosophy that's based on looking for stocks with great valuations, but not stopping with great valuations," Bailer said. Companies in the BNY Mellon Dynamic Value Fund must have both quality fundamentals and improving business momentum, Bailer said. The six largest stocks in the BNY Mellon Dynamic Value Fund were in one of two sectors, as of September 30: financials and healthcare.

Persons: John Bailer, Brian Ferguson, it's, Bailer, we've, headwinds, they've, he's, Warren Buffett, Berkshire Hathaway, Buffett, Charlie Munger Organizations: Value Fund, Companies, Value, Firms, Berkshire, JPMorgan Locations: Berkshire

☆ AI, weight loss drugs and more: Portfolio manager names stocks to play 'new secular growth themes'
▼ + stars: | 2023-10-24 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +4 min

And then you overlay on top of that the emergence of two or three brand new secular growth themes," he said. CNBC Pro takes a look at the stocks he likes in three "brand new" areas of growth: obesity drugs, reshoring and artificial intelligence. Reshoring infrastructure Ayer sees bright spots in the reshoring theme too. The portfolio manager named tech giant Amazon as a good play of the AI wave. The way Ayer sees it, more companies in the U.S. are foraying into AI right now, compared to those in other parts of the world.

Persons: Sanjay Ayer, Ayer, He's bullish, —, Christina Cheddar Berk, Carmen Reinicke, Julie Coleman Organizations: CNBC Pro, WCM Investment Management, Equity Fund, Nordisk, Novo Nordisk, U.S . Food, Drug Administration, Tetra Tech, Canadian, Canadian Pacific, U.S Locations: U.S, China, Japan, India

☆ Potential end of biggest bond bear market ever has some investors considering fixed income for the first time
▼ + stars: | 2023-10-12 | by ( Sarah Min | ) www.cnbc.com time to read: +6 min

Bonds are starting to make a lot of sense for investors, Forrest said. Even after pulling back somewhat from those levels, the benchmark yield remains within striking distance of the key 5% threshold. The potential unwinding of what BofA recently called the "greatest bond bear market in history" has more investors trying to lock in higher yields ahead of potential rate cuts next year from the Federal Reserve. 'A lot for us to love bonds' Other investors are building out their bond exposure. The Vanguard Total Bond Market ETF (BND) is off by more than 2% in 2023, but greater than 1% on the week.

Persons: Kim Forrest, she's, Forrest, Bonds, Treasurys, Forrest isn't, Nancy Tengler, She's, —, Tengler, Bryce Doty, Emily Roland, CNBC's, I've, Roland, we've, Lawrence Gillum, Bokeh Capital's Forrest, Sit Investment's Doty, LPL Financial's Gillum, Gillum, Sit's Doty, Doty Organizations: Bokeh Capital Partners, Bank of America, Treasury, Federal Reserve, Laffer, Sit Investment, John Hancock Investment Management, LPL, Bloomberg, Bond, Aggregate Bond, Bond Market, Corporations Locations: U.S, Israel

☆ Renaissance's Jeff Degraaf explains why he's bullish on the market
▼ + stars: | 2023-10-04 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRenaissance's Jeff Degraaf explains why he's bullish on the marketJeff DeGraaf, Renaissance Macro Research Chairman, joins 'Closing Bell Overtime' to break down the current market and why he has pivoted to a bullish stance.

Persons: Jeff Degraaf, Jeff DeGraaf Organizations: Macro

☆ Jim Cramer breaks down why he's bullish on Chipotle Mexican Grill stock
▼ + stars: | 2023-10-04 | by ( Morgan Chittum | ) www.cnbc.com time to read: 1 min

Chipotle Mexican Grill (CMG) edged slightly higher Wednesday after Oppenheimer shared a positive outlook for the food operator's stock — a call CNBC's Jim Cramer agrees with. But that's still more than 20% higher than Tuesday's close. If you like this story, sign up for Jim Cramer's Top 10 Morning Thoughts on the Market email newsletter for free. Chipotle has solid fundamentals, Cramer said, citing the pros of the company owning its restaurants directly rather than franchising them out like competitor McDonald's (MCD). Cramer's Charitable Trust, the portfolio used by the CNBC Investing Club, does not own Chipotle shares, but it does hold a position in Starbucks (SBUX).

Persons: Oppenheimer, Jim Cramer, that's, Jim Cramer's, Cramer Organizations: Grill, Cramer's Charitable Trust, CNBC Locations: Cramer's

☆ Q4 Big Ideas: Gordon Johnson makes the bull case for Cameco
▼ + stars: | 2023-09-29 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQ4 Big Ideas: Gordon Johnson makes the bull case for CamecoGordon Johnson, Founder and CEO of GLJ Research, discusses why he's bullish on Cameco going into the fourth quarter.

Persons: Gordon Johnson, Cameco Gordon Johnson Organizations: GLJ Research

☆ Wedbush's Dan Ives on why he's bullish on mega-cap tech going into Q4
▼ + stars: | 2023-09-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWedbush's Dan Ives on why he's bullish on mega-cap tech going into Q4Dan Ives, Managing Director of Equity Research at Wedbush Securities, discusses the outlook for mega-cap tech stocks into year-end following their Q3 slump.

Persons: Dan Ives Organizations: Equity Research, Wedbush Securities

☆ Q4 Big Ideas: James Cakmak makes the bull case for Amazon
▼ + stars: | 2023-09-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQ4 Big Ideas: James Cakmak makes the bull case for AmazonJames Cakmak, Partner at Clockwise Capital, discusses why he's bullish on Amazon going into the fourth quarter.

Persons: James Cakmak, Amazon James Cakmak Organizations: Amazon, Capital

☆ Palladium Equity Partners' Marcos Rodriguez on investing in the U.S. Latino market
▼ + stars: | 2023-09-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPalladium Equity Partners' Marcos Rodriguez on investing in the U.S. Latino marketMarcos Rodriguez, Managing Member at Palladium Equity Partners, discusses where his firm is investing and why he's bullish on the U.S. Latino economy.

Persons: Marcos Rodriguez Organizations: Palladium Equity Partners Locations: U.S

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