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Search resuls for: "Pella Funds"


9 mentions found


☆ Apple vs. Microsoft? One outperforming fund manager picks his favorite — and explains why
  + stars: | 2022-12-13 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
Apple The Switzerland-based fund manager says Apple's shares have performed relatively better than Microsoft's because it has spent $90 billion buying back shares in the last financial year, compared to Microsoft's $30 billion of buybacks. Dodds believes this masks underlying weaknesses in Cupertino-headquartered Apple's business. Microsoft On the other hand, Dodds highlighted steps that Microsoft is taking that make it a better investment. Whereas Dodds said Apple relies on a handful of highly profitable revenue streams to keep up growth. "They rely a lot on the consumer continuing to convince themselves that an Apple 14 is a must have over an Apple 13."
☆ Two investors face off on their bull-or-bear case for Apple
  + stars: | 2022-12-08 | 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 EmailTwo investors face off on their bull-or-bear case for AppleJordan Cvetanovski of Pella Funds Management and Ross Gerber of Gerber Kawasaki debate whether investors should buy or avoid Apple.
☆ CNBC Stock World Cup: SoftBank vs. JPMorgan — who wins?
  + stars: | 2022-12-08 | 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 Stock World Cup: SoftBank vs. JPMorgan — who wins? In CNBC's Stock World Cup challenge, Jordan Cvetanovski of Pella Funds gives his take on whether SoftBank or JPMorgan is a better bet in giving investors a greater total return in the next year.
☆ Is Apple a stock to buy or avoid? Two asset managers face off
  + stars: | 2022-12-08 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Bear case: growth set to be 'harder' Jordan Cvetanovski, chief investment officer of Pella Funds Management, believes that growth for Apple is "going to be harder and harder and harder going forward." "They rely a lot on the consumer continuing to convince themselves that an Apple 14 is a must have over an Apple 13," he said. Bull case: Apple is 'solid as a rock' Apple is a company with "a lot of room for innovation," said Ross Gerber, CEO of investment management firm Gerber Kawasaki. Gerber said that when assessing the risk-reward of the stock, it still "makes for a good place in a portfolio." "So you own these different stocks in your portfolio, but I think Apple fits that part of your portfolio perfectly."
☆ Asset manager names 9 'cheap' stocks to buy as recession fears grow
  + stars: | 2022-11-29 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
I don't think people realize just how inverted the 2-10 year [Treasury yield] is at the moment, which is really historically a strong signal of an imminent recession," Glass told "Squawk Box Asia" on Monday. 'Cheap' stocks to buy In this environment, Glass selected nine stocks that he said, "look particularly cheap given their growth outlook." His favorites are major U.S. discount retailer Dollar General , investment company 3i whose largest asset is European discount retailer Action, and B & M Value Retail. On 3i, he noted that Action accounts for 50% of its investment portfolio, and the discount retailer is a "beneficiary of rich-poor divide" and consumers trading down. He also said that Action is "recession and inflation resistant," with an attractive valuation at a more-than 20% discount to its net asset value.
☆ Valuations are critical, says asset manager, who names 'cheap' stocks to buy
  + stars: | 2022-11-28 | 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 EmailValuations are critical, says asset manager, who names 'cheap' stocks to buySteven Glass, managing director of Pella Funds Management, says it's essential for investors to look at stock valuations right now. He names stocks in one sector that "makes sense" to buy in the current environment.
☆ There are still opportunities in tech — here's how to trade it: Analysts
  + stars: | 2022-11-07 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
But with the tech-heavy Nasdaq down more than 30% year-to-date, analysts say there are some bright spots that could offer opportunities to investors. Two stand-out Big Tech names All the major tech stocks declined sharply following the bad earnings reports last week – except for Apple , which saw its stock rise. "For me, the legacy tech companies is a melting ice cube in a lot of ways if you're in the wrong one. Buy the 'right type' of Big Tech stock There are two types of mega tech companies, according to Yoshikami. In comparing the two types of companies, Yoshikami said he likes companies that are not transitioning.
☆ 'Very attractive': Buy this automaker to play massive pent-up demand in U.S., fund manager says
  + stars: | 2022-11-02 | by ( Zavier Ong | ) www.cnbc.com   time to read: +2 min
There is huge demand for cars in both the U.S. and China -- the world's two largest autos markets -- according to fund manager Steven Glass, who named one automaker to cash in. In the U.S. alone, the shortfall stands at five million vehicles, Glass, managing director and analyst at Pella Funds Management, told CNBC's Street Signs Asia on Monday. How to play it His top pick to play the sector is German automaker BMW . The Bavarian automaker aims to have two million EVs on the roads by 2025 and estimates half of its car sales to comprise EVs by 2030. Of this investment, $1 billion has been earmarked to prepare BMW's existing U.S. manufacturing facility in South Carolina to produce EVs.
☆ CNBC Pro Talks: Where one fund manager is putting his money during the market madness
  + stars: | 2022-05-11 | 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: Where one fund manager is putting his money during the market madnessCNBC's Will Koulouris quizzed Pella Funds Management’s Jordan Cvetanovski on how to invest during the market turmoil. Cvetanovski, who is CIO and portfolio manager, shared his tactics for not just making money – but also finding responsible investments for the long term.
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