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Search resuls for: "Neil Mehta"


12 mentions found


☆ Goldman Sachs says these stocks are a safe place to hide even in this uncertain market
  + stars: | 2023-03-25 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
"A reopening in China also serves as a catalyst for accelerating revenue growth and upside in IRM's ITRenew business," he wrote. "We believe IRM's pricing power and expanding growth portfolio will drive attractive organic revenue growth," he added. ... Reopening in China also serves as a catalyst for accelerating revenue growth & upside in IRM's ITRenew business. ... IRM's revenue mgmt strategy is translating into healthy storage pricing trends. ... We believe IRM's pricing power and expanding growth portfolio will drive attractive organic revenue growth."
☆ A $15 billion VC firm warned its startups of Silicon Valley Bank's red flags months ago and they withdrew $1 billion ahead of the turmoil
  + stars: | 2023-03-10 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +2 min
Greenoaks Capital Partners warned its startups about Silicon Valley Bank in November, Bloomberg said. More than a dozen Greenoaks startups withdrew an estimated $1 billion from SVB over recent months, according to Bloomberg. Shares of SVB have plunged more than 86% over two days as other VCs urged their startups to pull deposits from the bank. Mehta, whose firm has $15 billion under management, also said in November that First Republic Bank faced a similar risk. Silicon Valley Bank going under would be exponentially worse.
☆ Goldman Sachs upgrades Occidental Petroleum, says recent underperformance puts energy stock at right place to buy
  + stars: | 2023-02-14 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Occidental Petroleum 's recent underperformance has brought the stock to a more attractive level, according to Goldman Sachs. Analyst Neil Mehta upgraded the energy stock to buy from neutral. "Instead, it reflects a view that the current valuation is difficult to reconcile with the quality of the underlying assets and cash flow power through a cycle." Mehta said he expects Occidental to return around $9 billion in free cash flow to shareholders in 2023 through share repurchases and equity redemption. The chemicals business is one source of consistent cash flow, he said, and a reason to be bullish on the stock.
☆ Goldman Sachs says these stocks have major upside following earnings
  + stars: | 2023-02-04 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Goldman Sachs analysts said this week there is a slate of stocks coming out of earnings that are just too attractive to ignore. CNBC Pro combed through Goldman Sachs' research to find the firm's top ideas for companies exiting quarterly reports. They include Tractor Supply, Charter Communications , Exxon Mobil , General Motors and Caterpillar. Tractor Supply The farm supply retailer continues to impress, according to Goldman analyst Kate McShane. The firm came away even more positive on the name after Tractor Supply's robust late January earnings report.
☆ Goldman predicts clean hydrogen will be a $1 trillion market. Here's how to play it.
  + stars: | 2023-01-27 | by ( Pia Singh | ) www.cnbc.com   time to read: +7 min
In the race to reduce global carbon emissions to zero, clean hydrogen is increasingly expected to be a winner. As the costs of renewable power falls, green hydrogen is becoming a better solution to decarbonization, Goldman said. How to play it Goldman said buy-rated First Solar is among the key players in the generation of green hydrogen. Experts say the tax credit makes nuclear hydrogen highly competitive with fossil fuel produced hydrogen, as companies can look to make clean hydrogen without losing any money. Goldman identified both Air Products & Chemicals and Linde as integrated clean hydrogen supply chain players.
☆ Watch CNBC’s full interview with Goldman Sachs' Neil Mehta on the energy trade
  + stars: | 2023-01-24 | 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 EmailWatch CNBC’s full interview with Goldman Sachs' Neil Mehta on the energy tradeCNBC's Pippa Stevens and Neil Mehta, Goldman Sachs, join 'The Exchange' to discuss the energy trade and Neil offers his bull case for sector.
☆ Why Goldman Sachs is bullish on Exxon Mobil and ConocoPhillips
  + stars: | 2023-01-24 | 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 EmailWhy Goldman Sachs is bullish on Exxon Mobil and ConocoPhillipsCNBC's Pippa Stevens and Goldman Sachs analyst Neil Mehta join 'The Exchange' to discuss energy stocks and why Mehta is bullish on U.S. oil giants like Exxon Mobil and ConocoPhillips.
☆ Goldman stays bullish on energy for 2023—sees several stocks jumping more than 40%
  + stars: | 2023-01-06 | by ( Michelle Fox | ) www.cnbc.com   time to read: +2 min
It should be another good year for energy stocks, according to Goldman Sachs. XLE 1Y mountain Energy Select Sector SPDR Fund's strong performance Goldman's bottom-up price targets imply 13% market cap weighted total return to the energy stocks it covers. The firm's buy-rated stocks have an implied 26% average total return. Of the stocks Goldman rates a buy, several have upside north of 40% to the firm's price targets. The stocks with the highest total return are Antero Resources and Cheniere Energy , both at 48%, according to Goldman Sachs.
☆ CNBC Pro Talks: Goldman's top picks in the energy sector, which it sees winning again this year
  + stars: | 2023-01-05 | 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 EmailCNBC Pro Talks: Goldman's top picks in the energy sector, which it sees winning again this yearCNBC Pro takes you to the Goldman Sachs Global Energy Conference in Miami. Brian Sullivan sits down with Goldman Sachs Head of Americas Natural Resources Equity Research Neil Mehta to discuss the macro outlook for the energy sector and which stocks Mehta likes most in 2023.
☆ These are Goldman's favorite long-term buys in the energy sector
  + stars: | 2022-10-27 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +3 min
Even though the energy sector has sharply outperformed the broader market this year, there are still pockets of opportunity for investors looking for long-term buys, according to Goldman Sachs. Favorite long-term energy buys Every stock on Goldman's list is buy rated, including EOG Resources , which the firm recently upgraded to due to improving capital, upside from new plays and strong capital efficiency and execution. "We see 18% total return to our 12-month price target to EOG." Suncorcar has been an underperformer but offers an 18% upside to Goldman's 12-month price target. "We also see a series of catalysts that can improve sentiment including clarity on CEO, strong refining margins, protection from Western Canadian crudes and ongoing returns of capital," Mehta wrote.
☆ Goldman says this is the way to play the energy stock trade from here after a 40% gain this year
  + stars: | 2022-09-21 | by ( Tanaya Macheel | ) www.cnbc.com   time to read: +2 min
While the S & P 500 is down almost 19% for the year, the energy sector has thrived by comparison, having posted a roughly 40% gain in 2022. The firm said it expects Chesapeake to generate 15% free cash flow yield in 2023 and 10% the following year. Further, Weatherford has introduced initiatives to close its margin gap with peers and improve its free cash flow conversion, Goldman says. For oil and global exploration and production, Goldman looked at stocks trading at a discount to their net asset value. That includes Magnolia Oil & Gas , which the firm says is well positioned to generate double-digit free cash flow yield and dividend growth.
☆ Goldman says to buy these energy stocks ahead of earnings
  + stars: | 2022-07-25 | by ( Pippa Stevens | ) www.cnbc.com   time to read: +3 min
The firm said Monday in a note to clients that Diamondback Energy , EQT and Chesapeake Energy are solid bets for investors from a risk vs. reward standpoint. Key factors to watch for during earnings reports include production execution, management of inflationary pressures and capital return outlook, he added. Fellow natural gas player Chesapeake Energy is also on the firm's list of stocks to buy ahead of earnings. "We believe CHK is on track to provide strong capital returns to shareholders and close the value gap vs. its peers," the firm said. Chesapeake reports earnings after the market closes on Aug. 2.
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