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☆ The market is seeing red. But here's why a few of our portfolio stocks are standing out
▼ + stars: | 2024-02-05 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Every weekday the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable update of the trading day, just in time for the last hour on Wall Street. "Microsoft is the one to buy first on weakness due to the quality of last week's quarter and outlook," Jim Cramer said Monday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jerome Powell's, Estee Lauder, Jim, Cramer, Eli Lilly, Lilly, Linde, Jim Cramer's, Brendan McDermid Organizations: CNBC, Federal, Nvidia, Apple, Microsoft, Sector, Technology, Semiconductor, Novo Nordisk, Air Products, Chemicals, Products, Linde, ., Vertex Pharmaceuticals, Simon Property Group, NXP Semiconductors, Club, GE Healthcare, DuPont, Carrier Global, Jacobs Solutions, Ford, Jim Cramer's Charitable, Traders, New York Stock Exchange Locations: We're, Novo, China, New York City, U.S

☆ 8 more of our stocks report earnings next week. Here's what we want to see
▼ + stars: | 2024-02-03 | by ( Zev Fima | ) www.cnbc.com time to read: +13 min

The three major averages posted gains for the fourth week in row, lifted by strong quarterly earnings results for most of the Big Tech companies and a strong jobs report. A weaker ADP Employment report on Wednesday provided no read-through to the monster January jobs report Friday. Here's what we're keeping an eye on in the coming week: 1. Earnings: It's another big earnings week head for the portfolio, with 8 more of our companies reporting. Consistency is what we appreciate most from nat gas giant Linde , so we're hoping for another quarter of solid earnings growth Tuesday.

Persons: Estee Lauder, Eli Lilly, Mounjaro, Nelson Peltz, Estée Lauder, Tyson, CARR, Jacobs, Willis Towers Watson, Edwards, Walt Disney, Oscar Health, Philip Morris, Armour, BAX, BILL, Jim Cramer's, Jim Cramer, Jim, George Frey Organizations: Big Tech, Dow Jones Industrial, Nasdaq, PMI, Apple, Starbucks, Procter, Gamble, GE Healthcare, DuPont, Linde, Ford, General Motors, Trian Partners, Disney, ESPN, Wynn Resorts, Wynn, Vegas, Prix, Estée Lauder Companies, Caterpillar, McDonalds Corp, Allegiant Travel, Bowlero Corp, Tyson Foods, TSN, Air Products & Chemicals, IDEXX Laboratories, CNA Financial Corp, CNA, Timken Company, Graham Corporation, Mesa Laboratories, Sphere Entertainment, Loews Corp, Technologies, Vertex Pharmaceuticals, Semiconductors, Simon Property Group, Amkor Technology, FMC Corporation, FMC, BellRing Brands, Crown Holdings, ChampionX Corporation, Golub Capital BDC, Flexsteel Industries, Kilroy Realty Corp, Gladstone Capital Corp, Unibanco, S.A, Snack Foods Corp, Kimball Electronics, Skyline Corp, Cabot Corporation, Simpson Manufacturing Co, Varonis Systems, Co, GE HealthCare, Linde plc, LIN, Spotify Technology S.A, BP, Hertz Global Holdings, AeroSystems Holdings, Toyota Motor Corp, Cummins, CMI, Software Technologies, AGCO Corporation, Carrier Global Corporation, Lear Corp, CONSOL Energy, Centene Corporation, Gartner, Arcbest Corp, CTS Corporation, Energizer Holdings, Hamilton Lane Incorporated, KKR, Precision Drilling Corporation, Frontier Group Holdings, Waters Corp, Alfa Laval, Aramark Holdings Corp, FirstService Corporation, Garden Sports Corp, New Jersey Resources Corp, nVent Electric plc, PJT Partners, Resources, Sensata Technologies, Ford Motor Company, Enphase Energy, Grill, VF Corp, Edwards Lifesciences Corp, Gilead Sciences, Lumen Technologies, Cognizant Technology Solutions Corp, Weatherford International plc, Amcor plc, Arrowhead Pharmaceuticals, Advanced Energy Industries, Uber Technologies, CVS Health, Roblox Corporation, Ares Capital Corp, Bunge, XPO Logistics, Scotts Miracle, Gro Company, Berry Global, Flex LNG, Equinor ASA, Griffon Corporation, OneMain Holdings, Brookfield Asset Management, Emerson Electric Co, Hilton Worldwide Holdings, Reynolds Consumer Products, Silicon Laboratories, Brands, Sciences, CDW Corp, Fox Corporation, WYNN, PayPal, Arm Holdings plc, ARM, Axcelis Technologies, Mattel, Paycom, Annaly Capital Management, McKesson Corp, Health Corporation, O'Reilly Automotive, Allstate Corp, Fluence Energy, Power Systems, Digital Turbine, Blue Bird Corp, Everest Group, Omega HealthCare, Coty, COTY, ConocoPhillips, Cameco Corp, Philip Morris International, Spirit Airlines, Hershey Company, Lightspeed Commerce, Aurora Cannabis, Lincoln National Corp, P, Tenet Healthcare Corp, Asbury Automotive Group, Arrow Electronics, Baxter International, PetMed, Boyd Gaming Corp, FirstEnergy Corp, Motorola Solutions, Terex Corp, PepsiCo, Growth, AMC Networks, Owl, American Pipeline, TELUS International, Magna International, Newell Brands, Jim Cramer's Charitable, CNBC, Bloomberg, Getty Locations: U.S, China, Macau, Wynn Macau, Valvoline, VVV, ALFVY, Madison, New Jersey, Gilead, Ceridian, ORLY, Paycor, Aurora, Provo , Utah

MILWAUKEE (AP) — Damian Lillard swished a 3-pointer at the buzzer in overtime to give the Milwaukee Bucks a stunning 143-142 win over the Sacramento Kings on Sunday night. The Kings led by four late in overtime, but Brook Lopez made a 3-pointer from the corner to pull the Bucks to 141-140 with 11.5 seconds remaining. Giannis Antetokounmpo had a triple-double with 27 points, 10 rebounds and 10 assists, Malik Beasley scored 23 points and Bobby Portis added 22. The Bucks were without Khris Middleton, who rested his surgically repaired right-knee as the Bucks played their third game in four days. The Bucks made 63% of their first-half shots, including 8 of 14 from 3-point range, but held a slim 68-66 margin as the Kings took 53 shots compared with 35 for Milwaukee.

Persons: — Damian Lillard swished, Brook Lopez, De'Aaron Fox, Lillard, Giannis Antetokounmpo, Malik Beasley, Bobby Portis, Domantas Sabonis, Nikola Jokic, Mike Brown, Intae Hwang, Malik Monk, Brown, Antetokounmpo, Khris Middleton, Kevin Heurter Organizations: MILWAUKEE, Milwaukee Bucks, Sacramento Kings, Bucks, Fox, Denver Nuggets, Milwaukee, Sacramento, Toronto, Philadelphia 76ers, Kings, Phoenix, Cleveland Locations: UP

☆ NBA roundup: Ex-Blazer Damian Lillard seals Bucks win
▼ + stars: | 2023-11-27 | by ( ) www.reuters.com time to read: +7 min

The Nets gave up the game's first 13 points and trailed 30-9 with 4:37 left in the first quarter. Terry Rozier collected 22 points and nine assists, Brandon Miller had 20 points, P.J. Hornets point guard LaMelo Ball had seven points before exiting midway through the second quarter with a right ankle strain. Reggie Jackson had 20 points, Kentavious Caldwell-Pope contributed 16 points and Julian Strawther added 10 points for Denver. Poeltl added 13 rebounds.

Persons: Giannis Antetokounmpo, Jeff Hanisch, Bobby Portis, Damian Lillard's, Lillard, Jrue, Deandre, Toumani Camara, Spencer Dinwiddie, Royce O'Neale, Lonnie Walker IV, DeMar DeRozan, Coby White, Patrick Williams, Zach LaVine, Jayson Tatum, Tatum didn't, Al Horford, Derrick White, Jaylen Brown, Neemias Queta, Trae Young, Atlanta's De'Andre Hunter, Bogdan Bogdanovic, Bogdanovic, Devin Booker, Booker, Kevin Durant, Eric Gordon, Jordan Goodwin, Jalen Brunson, Julius Randle, Immanuel Quickley, Franz Wagner, Cole Anthony, Paolo Banchero, Jalen Suggs, Goga Bitadze, Moritz Wagner, Anthony, Miles Bridges, Terry Rozier, Brandon Miller, Mark Williams, LaMelo Ball, Ball, Anthony Edwards, Mike Conley, Conley, Jaren Jackson Jr, Desmond Bane, Santi Aldama, Nikola Jokic, Michael Porter Jr, San Antonio, Reggie Jackson, Kentavious Caldwell, Pope, Julian Strawther, Aaron Gordon, Jamal Murray, Victor Wembanyama, Devin Vassell, Malaki Branham, Julian Champagnie, Keldon Johnson, Tre Jones, Darius Garland, Max Strus, Donovan Mitchell, Evan Mobley, Jarrett Allen, Pascal Siakam, Jakob Poeltl, Poeltl, Scottie Barnes, Dennis Schroder, Gary Trent Jr Organizations: Milwaukee Bucks, Portland Trail Blazers, Fiserv Forum, Bucks, Trail Blazers, Portland, Nets, Bulls, Brooklyn, NBA, skidding Chicago, The Nets, Milwaukee, Celtics, Hawks, Boston, Atlanta, Suns, Knicks, Phoenix, New York, Hornets, Orlando, Charlotte, Banchero, Timberwolves, Grizzlies, Wolves, Nuggets, Spurs, Denver, San, The Nuggets, Cavaliers, Raptors, Cleveland, Toronto, Clevland, Thomson Locations: Milwaukee , Wisconsin, USA, Portland, Deandre Ayton, Sacramento, New, P.J, Washington, Minnesota, Memphis, Denver

☆ Giannis Antetokounmpo shoulders the load as Bucks sink Bulls
▼ + stars: | 2023-11-14 | by ( Field Level Media | ) www.reuters.com time to read: +2 min

[1/51] Nov 13, 2023; Milwaukee, Wisconsin, USA; Milwaukee Bucks guard Damian Lillard (0) warms up before the game against the Chicago Bulls at Fiserv Forum. Mandatory Credit: Benny Sieu-USA TODAY Sports Acquire Licensing RightsNovember 14 - Giannis Antetokounmpo scored 35 points and Bobby Portis added 19 off the bench to help the Milwaukee Bucks snap their two-game skid with a 118-109 win against the visiting Chicago Bulls on Monday night. Khris Middleton added 13 points while Damian Lillard scored 12 despite shooting 3-for-17 from the field. It was a game of runs early on, with the Bucks ultimately taking a sizable lead with an 11-0 burst in the first quarter to make it 20-8. The Bulls ultimately went into halftime trailing 59-49.

Persons: Damian Lillard, Benny Sieu, Giannis Antetokounmpo, Bobby Portis, Khris Middleton, Lillard, Nikola Vucevic, Zach LaVine, DeMar DeRozan, Antetokounmpo, trey, DeRozan, Middleton, Michael Redd, Sidney Moncrief Organizations: Milwaukee Bucks, Chicago Bulls, Fiserv Forum, Chicago, Bucks, Milwaukee, Bulls, Thomson Locations: Milwaukee , Wisconsin, USA, Chicago, Milwaukee

☆ What we'd like to see from 3 economic readings and 2 earnings reports next week
▼ + stars: | 2023-11-11 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

The major averages advanced again this week as earnings results came in largely better than expected, interest rates stabilized and oil prices dropped below $80 a barrel. Looking ahead, we'll get a couple more earnings results and some key inflationary data to chew on. In this past week, we bought 150 shares of DuPont (DD) and added 75 shares of Wynn Resorts (WYNN). As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Stocks, Wynn Resort's, WYNN, we'll, That's, —, we're, it's, PANW, Tyson, Henry Schein, Spero, Sanara, Sara Lee Corp, JD.com, Woodward, Jim Cramer's, Jim Cramer, Jim, Mario Anzuoni Organizations: Nasdaq, Dow Jones, Coterra Energy, Emerson, Disney, PPI, TJX, Palo Alto Networks, DuPont, Wynn Resorts, WYNN, Tyson Foods, TSN, Tower Semiconductor, Partners, Genius Sports, Spero Therapeutics, Star Bulk Carriers Corp, Beauty Health, Asure, Gladstone Capital Corp, TeraWulf Inc, Harrow Health, Afya, Sea, Paysafe Group Holdings, Solar Inc, Aramark Holdings Corp, Lending, Holding, BioXcel Therapeutics, IHS Inc, Rewalk Robotics, Acurx Pharmaceuticals, Energizer Holdings, Power Solutions, Rekor Systems, Wine Estates, Momentus Inc, SIGMA Lithium Corporation, AlTi, QuickLogic Corporation, Arcturus Therapeutics, Dada Nexus, Solutions, Target Corp, Parts, ZIM Integrated Shipping Services, Alto Networks, Cisco Systems, Chemical & Mining Co, PennantPark Investment Corp, Copa Holdings S.A, Walmart, Arcos Dorados Holdings, ARCO, NICE, Body, Warner Music Group Corp, Ross Stores, Homes, Dolby Laboratories Inc, American Software, ESCO Technologies, ZTO, International, BJ's Wholesale, Jim Cramer's Charitable, CNBC, Maxx Locations: Macau, Chile, Cayman, Pasadena , California

☆ Giannis Antetokounmpo takes courtside seat after being ejected for a controversial technical foul in Bucks win
▼ + stars: | 2023-11-09 | by ( Samuel Joseph | Sam Joseph | ) edition.cnn.com time to read: +3 min

CNN —Milwaukee Bucks star Giannis Antetokounmpo was ejected from Wednesday’s 120-118 win over the Detroit Pistons for “two unsportsmanlike technical fouls,” before the ‘Greek Freak’ gave some fans quite the unique experience. He had received the initial technical foul in the first quarter for using profanity towards the referees. “And he was ejected from the game, per rule, because two unsportsmanlike technical fouls, you are ejected from the game.”The official National Basketball Association (NBA) rulebook says: “If a player blatantly taunts an opponent, a technical foul shall be assessed. The ejection also drew headlines given the NBA’s recent commitment to ensuring its star players are on the court as much as possible. Before his ejection, Antetokounmpo contributed 15 points, 10 rebounds, five assists and three blocks.

Persons: Giannis Antetokounmpo, ”, ’, Isaiah Stewart, Stewart, Antetokounmpo, GIANNIS, odney, ott Organizations: CNN, Milwaukee Bucks, Detroit Pistons, Pistons, ust Locations: Milwaukee

☆ Bucks erase 4th-quarter deficit in win over Pistons
▼ + stars: | 2023-11-09 | by ( Field Level Media | ) www.reuters.com time to read: +2 min

[1/68] Nov 8, 2023; Milwaukee, Wisconsin, USA; Detroit Pistons guard Cade Cunningham (2) puts up a shot against Milwaukee Bucks forward MarJon Beauchamp (3) in the first half at Fiserv Forum. Mandatory Credit: Michael McLoone-USA TODAY Sports Acquire Licensing RightsNovember 9 - Damian Lillard had 34 points as the host Milwaukee Bucks overcame Giannis Antetokounmpo's ejection and a 10-point, fourth-quarter deficit to defeat the Detroit Pistons 120-118 Wednesday. Cunningham made both free throws and hit a jumper with 12 seconds left. A three-point play by Sasser upped the Pistons' lead to 10, 109-99. Cunningham answered with a 3-pointer, but he made a turnover with four seconds left.

Persons: Cade Cunningham, MarJon Beauchamp, Michael McLoone, Damian Lillard, Giannis Antetokounmpo's, Bobby Portis, Brook Lopez, Antetokounmpo, Isaiah Stewart, Marcus Sasser, They've, Portis, Cunningham, Thanasis Antetokounmpo, Stewart, Sasser, Crowder Organizations: Detroit Pistons, Milwaukee Bucks, Fiserv Forum, Pistons, Milwaukee . Milwaukee, Milwaukee, The Pistons, Bucks, Thomson Locations: Milwaukee , Wisconsin, USA, Detroit, Milwaukee

☆ Global Payments lifts profit forecast on strong consumer spending
▼ + stars: | 2023-10-31 | by ( ) www.reuters.com time to read: +1 min

Oct 31 (Reuters) - Global Payments (GPN.N) raised its annual profit forecast and beat Wall Street estimates for third-quarter profit on Tuesday, as strong consumer spending drove growth in its merchant-focused business. Global Payments now expects annual adjusted profit of between $10.39 and $10.45 per share, up from a prior range of $10.35 to $10.44 per share. That has helped companies like Global Payments, whose fees are strongly correlated to spending volumes. Peer Fiserv (FI.N) last week also raised its full-year profit forecast after its quarterly earnings nearly doubled. Excluding one-off items, Global Payments earned $2.75 per share in the third quarter.

Persons: Peer Fiserv, Arasu Kannagi Basil, Milla Nissi Organizations: Wall, Global, Thomson Locations: The Atlanta , Georgia, Bengaluru

☆ Damian Lillard pours in 39 to win Bucks debut vs. 76ers
▼ + stars: | 2023-10-27 | by ( Field Level Media | ) www.reuters.com time to read: +2 min

[1/53] Oct 26, 2023; Milwaukee, Wisconsin, USA; Milwaukee Bucks guard Damian Lillard (0) looks on during warmups prior to the game against the Philadelphia 76ers at Fiserv Forum. Mandatory Credit: Jeff Hanisch-USA TODAY Sports Acquire Licensing RightsOctober 27 - Damian Lillard collected 39 points and eight rebounds to lift the host Milwaukee Bucks to a 118-117 victory over the Philadelphia 76ers on Thursday in the season opener for both teams. The Bucks trailed by eight points in the fourth quarter before rallying for the win. Philadelphia's Tyrese Maxey contributed 31 points and eight assists and Kelly Oubre Jr. added 27 points off the bench. Maxey drilled a 3-pointer and Embiid added a pair of mid-range jumpers to cut the 76ers' deficit to two points with 1:29 remaining.

Persons: Damian Lillard, Jeff Hanisch, Lillard, Milwaukee's Giannis Antetokounmpo, Brook Lopez, Adrian Griffin, Philadelphia's Tyrese Maxey, Kelly Oubre Jr, Joel Embiid, Tobias Harris, Nick Nurse's, Star James Harden, Maxey, Harris, De'Anthony Melton, Oubre, Lopez, Jae Crowder, Antetokounmpo Organizations: Milwaukee Bucks, Philadelphia 76ers, Fiserv Forum, Portland Trail Blazers, Bucks, Reigning NBA, 76ers, Star, Milwaukee, Philadelphia, Thomson Locations: Milwaukee , Wisconsin, USA

☆ Fiserv CEO Frank Bisignano on small business outlook, state of the consumer and international growth
▼ + stars: | 2023-10-24 | 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 EmailFiserv CEO Frank Bisignano on small business outlook, state of the consumer and international growthFrank Bisignano, Fiserv CEO, joins 'Squawk on the Street' to discuss the company and state of the consumer.

Persons: Frank Bisignano

☆ Payments firm Fiserv lifts profit forecast as Q3 earnings double on spending boost
▼ + stars: | 2023-10-24 | by ( ) www.reuters.com time to read: 1 min

Oct 24 (Reuters) - Fiserv (FI.N) raised its annual profit forecast on Tuesday after the payment services firm's third-quarter earnings nearly doubled on strong consumer spending. The company said it expects adjusted earnings of $7.47 to $7.52 per share in 2023, higher than the $7.40 to $7.50 range it forecast earlier. Analysts expect a profit of $7.44 per share, according to LSEG IBES data. Fiserv reported a net profit of $952 million for the three months ended Sept. 30, nearly doubling from a year earlier. Reporting by Niket Nishant in Bengaluru Editing by Vinay DwivediOur Standards: The Thomson Reuters Trust Principles.

Persons: Fiserv, Niket, Vinay Dwivedi Organizations: Thomson Locations: Bengaluru

☆ Morning Bid: Big Tech reports as bond yields recoil
▼ + stars: | 2023-10-24 | by ( ) www.reuters.com time to read: +5 min

The two tech giants report after the bell on Tuesday, with Meta (META.O) following on Wednesday and Amazon (AMZN.O) on Thursday. Partly lifted by the year's artificial intelligence craze, the tech behemoths have clearly flattered year-to-date gains of 10% in the overall S&P500. And yet the seemingly endless squeeze in bond markets since midyear has seen megacap indexes (.NYFANG) retreat some 12% from their highs for the year. The upshot of the whole picture is to give U.S. stock futures a lift ahead of the open on Tuesday - with Asia and European bourses in positive territory too as bond markets stabilised. Ten-year U.S. Treasury yields held about 4.83% - some 19 basis points below Monday's peak at 5.02%.

Persons: Brendan McDermid, Mike Dolan, Bill Ackman, Clark, Chubb, Paccar, Centene, Sherwin, Williams, Archer, David Evans Organizations: NVIDIA Corp, New York Stock Exchange, REUTERS, Mike Dolan Big Tech, Microsoft, Meta, Treasuries, U.S, Bank of England, Treasury, Britain's FTSE, Barclays, P Global, Richmond Fed, Philadelphia Fed, Texas Instruments, Verizon, General Electric, NextEra Energy, HCA Healthcare, General Motors, Halliburton, Dow, Waste Management, Daniels, Midland, Reuters, Thomson Locations: New York City, U.S, Gaza, United States, Asia, European, Britain's, Philadelphia, Danaher, Fiserv, Kimberly, Spotify, Dover, Nucor

☆ GOP ad war hits $100 million as early-state campaign to stop Trump intensifies
▼ + stars: | 2023-09-06 | by ( Ben Kamisar | ) www.cnbc.com time to read: +4 min

Reporters watch Republican presidential candidate, Florida Gov. Scott Olson | Getty ImagesThe Republican presidential nominating fight just eclipsed $100 million in ad spending, as the GOP field burns money at a historic rate — and as the contenders illustrate their strategies to win the party's nod. Team Trump dominates national advertisingJust as former President Donald Trump is the far-and-away leader in national primary polling, his outfit is the clear leader in national television spending, too. MAGA Inc., the super PAC backing the former president, has spent $18.5 million so far on national television ads. "Trump's dominating the race," the narrator in one ad says as the text "Trump beats Biden ... dominates GOP field" is displayed on the screen.

Persons: Ron DeSantis, Scott Olson, Donald Trump's, There's, that's, Mike Rogers, Bob Barker, Alzheimer's, Donald Trump, Trump, Joe Biden, Trump's, Biden Organizations: Florida Gov, GOP, FOX News, Getty, Republican, NBC News, Michigan Senate, Republicans, Team Trump, Inc, PAC Locations: Milwaukee , Wisconsin, Iowa, New Hampshire —, South Carolina, steamrolling

☆ Look beyond the 'Magnificent Seven' tech stocks, analyst says — and names 5 top picks
▼ + stars: | 2023-08-31 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

When it comes to picking stocks, Hannah Gooch-Peters of asset management firm Sanlam Investments UK avoids chasing trends. She said she believes investors need to look beyond the "Magnificent Seven," referring to Apple , Amazon , Alphabet , Meta , Microsoft , Nvidia and Tesla — tech stocks that have made massive gains this year. Sanlam's $5 billion-plus Global High Quality Fund invests in global stocks with a "high quality bias." The companies her firm picks have rather low capital expenditure as a percentage of their sales, she said. It also has a "mortgage-signing technology service which is "really, really exciting," she said.

Persons: Hannah Gooch, Peters, Gooch, We're, it's, you've, That's Organizations: Sanlam Investments, Apple, Microsoft, Nvidia, Tesla, CNBC, Quality Fund, Peters . Services, Yum Brands, KFC, Taco Bell, Intuit, SAP, Intercontinental Exchange, Samsung Electronics

☆ Goldman says these rare 6 stocks are favorites of both hedge fund and mutual fund managers
▼ + stars: | 2023-08-28 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

The market has been a fertile stock picking environment for mutual funds and hedge funds this year, and Goldman Sachs said it found a handful of stocks loved by both cohorts. It then compiled the "Hedge Fund VIP basket," consisting of 50 stocks that most frequently appear among the 10 largest holdings of hedge funds, and the "Mutual Fund Overweight basket," consisting of 50 stocks in which mutual funds are the most overweight. Goldman found that there are six "shared favorites" among hedge funds and mutual funds last quarter, including Cigna , Fiserv , Uber , Workday , Visa and Mastercard . An equal-weighted list of shared favorites has generated an annualized return of 14%, compared to 13% for the S & P 500. That said, both hedge funds and mutual funds benefited from the broader cyclical rally, given their increased exposure to cyclical sectors such as energy stocks, Goldman said.

Persons: Goldman Sachs, Goldman, Stocks, David Kostin, — CNBC's Michael Bloom Organizations: " Mutual Fund, Visa, Mastercard

☆ 'Manias die in vicious ways': A pair of fund managers who have beaten 99% of their peers over the last 5 years warn the S&P 500 will shed at least 30% of its value when the current bubble pops
▼ + stars: | 2023-08-26 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

They likened the current environment to the dot-com bubble around 2000. Cole told Insider he thinks the S&P 500 will lose at least 30% of its value in the years ahead. "This financial euphoria episode has gone to a sustained high that makes the dot-com bubble look like small change," he wrote in the August 22 letter. Smead is the founder of Smead Capital Management and comanages the Smead Value Fund (SMVLX) with his son, Cole. Don't take that to mean the S&P 500 will deliver low returns every year until 2033.

Persons: Cole Smead, Cole, Bill Smead, Smead, Russell, Akin Oyedele, It's, Manias, Bill, Dubravko Lakos, Lakos Organizations: Smead Capital Management, Yahoo Finance, it's, Netflix, Visa, Mastercard, Paypal, Smead, Federal, JPMorgan, CNBC, Conference

☆ Here's where the Republican presidential candidates stand on student loan forgiveness
▼ + stars: | 2023-08-24 | by ( Annie Nova | ) www.cnbc.com time to read: +4 min

Republican presidential candidates (L-R): former Arkansas Gov. Donald TrumpFormer President Donald Trump, who didn't attend the debate Wednesday night, has a long record of opposing student loan forgiveness. Ron DeSantisThe Florida governor has said that it's wrong to saddle taxpayers with the expense of student loan forgiveness. Chris ChristieThe former New Jersey governor has said that Biden doesn't have the authority to cancel student debt without prior authorization from Congress. "This federal action will not affect student loans held by the Bank of North Dakota, and we would strongly oppose any copycat legislation at the state level."

Persons: Asa Hutchinson, Chris Christie, Mike Pence, Ron DeSantis, Vivek Ramaswamy, Nikki Haley, Sen, Tim Scott, Doug Burgum, Scott Olson, Donald Trump, Trump, Biden, DeSantis, Ramaswamy, Pence, Joe Biden's, Haley, Tim Scott Sen, Tim Scott of, Biden doesn't, Christie, Burgum Organizations: Arkansas Gov, New, New Jersey Gov, U.S, Florida Gov, North Dakota Gov, GOP, FOX News, Getty, CNBC, D.C, South, United Nations, Trump, North, Bank of North Locations: New Jersey, Florida, U.S, Milwaukee, Iowa, America, New York, San Francisco, Washington, South Carolina, Tim Scott of South Carolina, North Dakota, Bank of North Dakota

☆ In Trump's absence, DeSantis seen as 'punching bag' in first Republican debate
▼ + stars: | 2023-08-23 | by ( Nathan Layne | ) www.reuters.com time to read: +5 min

[1/2] Republican presidential candidate and Florida Governor Ron DeSantis listens to a question from the audience at a campaign town hall meeting in Newport, New Hampshire, U.S., August 19, 2023. In Trump's absence, candidates are expected to launch a fusillade of attacks on Florida Governor Ron DeSantis, as competitors try to displace him as Trump's top challenger, according to strategists and aides to rival campaigns. DeSantis is seen as vulnerable after a summer slide in the polls, which have left him languishing more than 30 points behind Trump in the race. "He's going to be a punching bag," said Brian Darling, a Republican strategist and former senior aide to U.S. Still, Trump's no-show doesn't mean he won't be a major presence in the debate, which kicks off at the Fiserv Forum at 9 p.m.

Persons: Ron DeSantis, Brian Snyder, Donald Trump, Joe Biden, Trump, Tucker Carlson, Florida Governor Ron DeSantis, DeSantis, Brian Darling, Rand Paul, Martha MacCallum, Bret Baier, Chris Christie, Asa Hutchinson, Mike Pence, Jeanette Hoffman, He's, Hoffman, Tim Scott, Vivek Ramaswamy, Nikki Haley, Doug Burgum, Hutchinson, Pence, Ramaswamy, Christie, Christopher Wlezien, Wlezien, Nathan Layne, Gram Slattery, Susan Heavey, Ross Colvin, Deepa Babington, Nick Zieminski Organizations: Republican, Florida, REUTERS, Democratic, Fox News, Florida Governor, Trump, Former New Jersey, Former Arkansas, U.S . Capitol, North Dakota, Reuters, University of Texas, Austin, Thomson Locations: Newport , New Hampshire, U.S, Milwaukee, Florida, Atlanta, Georgia, Former, Christie

Here are six takeaways from the first 2024 Republican presidential primary debate:Taking shots at RamaswamyWith Trump absent from Wednesday’s debate, the the early target of most of the debate participants was not DeSantis or South Carolina Sen. Tim Scott or any candidate who has ever held elected office before. DeSantis clarified: “Well, statewide.” Asked if he would support a federal six-week abortion ban, DeSantis talked about his electoral victory in Florida. And no one clearly stated they would sign a six-week federal abortion ban – even if they’d approved such laws as governors. At one end of the spectrum stood Haley, who sparred with Pence over the possibility of passing a federal ban. Ahead of the debate, Republican strategists argued that this was the approach Scott wanted to take because it’s his authentic self.

Persons: Donald Trump, –, – brawled, Vivek Ramaswamy, Ron DeSantis, Ramaswamy brawled, Mike Pence, Nikki Haley, Chris Christie, Trump, Ramaswamy, Christie, Asa Hutchinson, South Carolina Sen, Tim Scott, “ Vivek, can’t, I’ve, Vivek, Ramaswamy’s, ChatGPT, ”, DeSsantis, – DeSantis, DeSantis, “, Joe Biden, Hunter, Fox’s Brett Baier interjected, Roe, Wade, fides, Haley, Pence, ” Pence, Lindsey Graham, Scott, Doug Burgum –, Burgum, ” DeSantis, he’d, “ Mike, Pence “, ” Haley, Nice, ‘, Scott wasn’t, ” Scott Organizations: CNN, Florida Gov, South Carolina Gov, New, New Jersey Gov, Trump, Former Arkansas Gov, Fox News, Wing, Ramaswamy, Republican, DeSantis, North Dakota Gov, South, United Nations, United, Ukraine Locations: New Jersey, Fulton, Georgia, Milwaukee, South Carolina, Pence, United States, America, Florida, Miami, Wisconsin, Texas, Russia, Ukraine, Ramaswamy

☆ Private jets, luxury hotels: For wealthy donors, the Republican debate is a grand ole party
▼ + stars: | 2023-08-23 | by ( Brian Schwartz | ) www.cnbc.com time to read: +3 min

Republican debate signage ahead of the Republican primary presidential debate hosted by Fox News in Milwaukee, Wisconsin, US, on Tuesday, Aug. 22, 2022. Wealthy Republican political donors will receive the VIP treatment at Wednesday night's GOP presidential primary debate in Milwaukee, according to contributors and organizers who spoke to CNBC ahead of the event. Andy Sabin, a wealthy New York businessman who backs South Carolina Sen. Tim Scott, told CNBC he plans to arrive in Milwaukee by private jet for the debate. During the debate, Sabin said he will be seated next to Gov. Billionaire and veteran venture capitalist Tim Draper will be at the debate to support former South Carolina Gov.

Persons: Andy Sabin, Carolina Sen, Tim Scott, Sabin, Kristi Noem, Tim Draper, Nikki Haley, Draper, Haley, Scott, Ron DeSantis, Chris Christie, Vivek Ramaswamy, Donald Trump, Saint Kate Organizations: Republican, Fox News, Wednesday, CNBC, Carolina, Gov, South Carolina Gov, Florida Gov, New, New Jersey Gov, Milwaukee Fiserv, Republican National Committee, RNC, Milwaukee Journal Sentinel, Young America's Foundation, Journal Sentinel Locations: Milwaukee , Wisconsin, Milwaukee, New York, South Dakota, New Jersey

☆ Republican Debate Live: Trump to Skip Debate As GOP Candidates Face Off on Fox News
▼ + stars: | 2023-08-23 | by ( ) www.wsj.com time to read: 1 min

Eight contenders for the 2024 Republican presidential nomination will take the stage Wednesday in Milwaukee for their first primary debate, seeking to grab voters' attention. But the shadow of Donald Trump, who is skipping the debate, will loom large over the event. The challenge for the the eight candidates will be to grab some of the spotlight on the crowded stage and chip away support from Trump—and show that they are truly in the running for the nomination. The two-hour debate at the Fiserv Forum will start at 9 p.m. ET and be moderated by Bret Baier and Martha MacCallum of Fox News.

Persons: Donald Trump, Bret Baier, Martha MacCallum Organizations: Trump, Fox News Locations: Milwaukee

☆ CNBC Pro Talks: This analyst is betting on 'high quality' stocks instead of chasing trends
▼ + stars: | 2023-08-22 | by ( ) www.cnbc.com time to read: +2 min

They will discuss companies outside the U.S. showing growth prospects that are "far larger over time" than that of some mega-caps, historically. That includes being able to avoid chasing trends, not overpaying for quality companies, and much more. She will discuss the firm's $5 billion-plus Global High Quality Fund, which invests in global stocks with a "high quality bias." Join CNBC Pro Talks on Wednesday, August 23, at 12 p.m. BST / 7:00 p.m. SGT / 7:00 a.m. Here's where he's investing Related coverage from Pro: Here are 7 beaten-up global stocks that analysts expect will double Annuities, stocks or Treasurys?

Persons: Hannah Gooch, Peters, Gooch, Guy Spier, Buffett Organizations: Sanlam Investments, Quality Fund, Yum Brands, Nvidia, Bank of America Locations: U.S, Downside

☆ Uber and more: Bank of America names over 10 top stocks with ‘triple momentum’
▼ + stars: | 2023-08-21 | by ( Lucy Handley | ) www.cnbc.com time to read: +1 min

Analysts at Bank of America screened for "triple momentum" stocks based on their momentum in three areas: earnings, price and positive news. Price momentum concerns market sentiment, while news momentum refers to media coverage and corporate news releases. In health care, the top-performing "triple momentum" stocks are drug company Novo Nordisk , medical equipment firm Boston Scientific and robotics manufacturer Intuitive Surgical . For software, it picked Workday and Oracle as among the names with the "most positive" momentum across the three measures. "We screen for Triple Momentum stocks with above-average Earnings Momentum, above-average Price Momentum, top quintile by News Momentum, and above-average one-month change in News Momentum," BofA's analysts said.

Persons: BofA, Vinci, Safran, Berkshire Hathaway, — CNBC's Michael Bloom Organizations: Bank of America, Triple, Novo Nordisk, Boston Scientific, Netflix, Semiconductor, ON Semiconductor, AMD, Lam Research, Oracle, Triple Momentum, News Momentum Locations: industrials, BofA

WASHINGTON, Aug 22 (Reuters) - Eight top Republican presidential contenders will take part on Wednesday in the first debate of the 2024 primary election cycle. All major Republican candidates will be present with one major exception: former President Donald Trump. They are also required to sign a pledge certifying that they will support the eventual Republican nominee. In some cases, during previous primary campaigns, poor performances have sunk candidacies, while strong performances have launched minor candidates into the top tier. Several more are likely, with an October debate likely to occur in Alabama, according to a person familiar with the operations of the Republican National Committee.

Persons: Joe Biden, Donald Trump, Tucker Carlson, Ron DeSantis, Mike Pence, Vivek Ramaswamy, Nikki Haley, Tim Scott, Asa Hutchinson, Chris Christie, Doug Burgum, Kim Reynolds, Evelyn Hockstein, Martha MacCallum, Bret Baier, Trump, Gram Slattery, Susan Heavey, Ross Colvin, Alistair Bell, Bernadette Baum Organizations: Fox News, Democratic, WHO, Republican, Trump, Florida, New, North Dakota, Iowa, Fair, REUTERS, Republican National Committee, Thomson Locations: Milwaukee, Fox News . Wisconsin, U.S, Tim Scott , Arkansas, New Jersey, North, Iowa, Des Moines , Iowa, California, Alabama

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