Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "He's bullish"


25 mentions found


Rising interest rates were fending investors off technology stocks and into value. Instead, she's about identifying companies across various sectors that are embracing digitization to improve productivity in a tight labor market, where job openings outnumber available workers. "In a tight labor market historically, technology spending goes up and technology stocks outperformed," Tengler said. When Tengler bets on pure technology stocks, they must also have strong balance sheets. She's confident that these companies will be able to deliver strong earnings growth in a slowing economic environment.
Persons: Nancy Tengler, Jerome Powell, Tengler, Tengler wasn't, There's Organizations: Nasdaq, Federal Reserve, Laffer, Investments, Meta, Nvidia, Storage, Chipotle, Honeywell, Bureau of Labor Statistics, Broadcom, Palo Alto Networks, Microsoft Locations: Palo
Like other technical analysts, Salama sees wisdom in mirroring the crowd, but trend-following indicators can also provide crucial contrarian buy or sell signals. Stocks have downward momentum, and the SPY just fell through the 434 level, which Salama said was key technical support. The value of the SPY is roughly one-tenth that of the S&P 500, so that corresponds to a break below 4,344 for the index. The SPY, a popular ETF mirroring the S&P 500, is oversold, according to the RSI (in blue). 5 high-upside stocks to buy nowAfter outlining his market outlook, Salama shared five stocks he's bullish on right now and gave a price target for each.
Persons: John Salama, he's, Salama, it's, they've, he'd, David Keller, Salama doesn't Organizations: Maverick, RSI, Trust, Wall Street, Bloomberg
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQ4 Big Ideas: Malcolm Ethridge makes the bull case for SoFi TechnologiesMalcolm Ethridge, Executive Vice President at CIC Wealth, explains why he's bullish on SoFi Technologies going into the fourth quarter.
Persons: Malcolm Ethridge, SoFi Technologies Malcolm Ethridge Organizations: SoFi Technologies, CIC Wealth
Leading fund manager Mark Costa operates in one of the toughest parts of global markets: the foreign small- and mid-cap value category. In the past decade, his Brandes International Small Cap Value Fund (BISAX) has outperformed 91% of its peers despite logging a modest 4.8% annual return in that span. Of the 11 years that Costa has co-managed the fund, 2023 is shaping up to be one of the best. His foreign-focused small-cap value fund is up 25.3% year-to-date compared to 6% for its index, which puts it in the top 3% of its category, according to Morningstar. The best opportunities Costa sees in Japan are in its regional banking and healthcare industries.
Persons: Mark Costa, he's, Brandes, Costa, Morningstar, Costa wasn't, we've, Yue Yuen, We've, they've Organizations: Costa, Value, PAX, Companies, Royce, C Locations: China, it's, Hong Kong, Indonesia, People's Republic, Europe, Japan, United Kingdom
Sizable home-price appreciation could be hard to come by in today's market. But Sotheby's Greg Forest is still bullish on West Palm Beach, Boise, Phoenix, and Durham. As a senior global real-estate advisor for Sotheby's International Realty, Greg Forest is frequently in touch with clients and colleagues in the US and around the world. So while he mainly sells properties in southern Florida, he has a good feel for what's happening in other markets as well. In recent correspondence with Insider, he shared four markets he's been hearing positive things about, and which he's bullish on because of his own fundamental analysis.
Persons: Greg Forest, Forest Organizations: Sotheby's International Locations: today's, West Palm Beach , Boise, Phoenix, Durham, Florida
Value investing can be challenging, humbling, and even lonely, as fund manager Sam Peters has learned over the last three decades. Markets are usually efficient, Peters acknowledged, meaning that stocks usually trade near their fair value. Thanks to this method, Peters' portfolio often has an unconventional combination of companies that offers diversification with the potential to compound abnormally large returns over time. Peters added: "I think we're going to be in a higher nominal rate environment, higher inflation environment, higher rate environment. Such a setup would favor value stocks over their growth peers, Peters said.
Persons: Sam Peters, Peters, he's, Morningstar, it's, we're, Johnson, They're, ROE, there's, Noble, Toby Rice Organizations: Trust Fund, Healthcare, Johnson, UnitedHealth, Insurance, International Group, AIG, Trust Locations: financials
Frank Slootman, CEO of data storage and analytics company Snowflake , likened artificial intelligence to search engines, saying that soon many may not remember a world without it. "I've lived long enough that I remember what the world was like before search ... search changed everything," Slootman said. "People will not be able to remember a world before AI pretty soon because it becomes so integral to their life experience." However, he also noted that the hype around generative AI doesn't mean much to big data companies. We've been infatuated with using generative AI for "planning our next trip to Yellowstone and summarizing 'The Great Gatsby' — but "that's not what enterprises do," he said.
Persons: Frank Slootman, I've, Slootman, Snowflake, We've Locations: Yellowstone
"We're one gust of wind away from recession," Kelly said. While he hasn't seen any cracks in that industry recently, he's wary of dismissing that as a risk, especially if interest rates climb further. The smartest investments to make now are in Europe, Japan, and emerging markets excluding China, Kelly said. But emerging markets are where many of the most tantalizing opportunities are, in Kelly's opinion. An exception within emerging markets is China.
Persons: JPMorgan's David Kelly, Kelly, David Kelly, Kelly inched, It's, hasn't, homebuilding, it's, he's Organizations: Asset Management, Fed, Federal, JPMorgan Asset Management, 19.9x, Japan's Nikkei Locations: Europe, Japan, China
Investors should prepare for fiscal, banking, and energy crises, a hedge fund manager warned. And thanks to a strong performance in July, the $254 million hedge fund has risen 16.8% after fees in 2023. Oil prices came under pressure when government reserves were released, but Kupperman said that's not a viable long-term recipe for reasonable energy prices. He expects a massive spike in oil prices in either 2024 or 2025, which will greatly benefit companies tied to the commodity. The investing opportunity Kupperman said he's most excited about is uranium, which he's playing through the Sprott Physical Uranium Trust.
Persons: Capital's Harris Kupperman, he's, Harris Kupperman, Kupperman, , He's, he'll, we've, Macrotrends Banks, it's, that's, Joe, JOE Organizations: Praetorian Capital Management, Praetorian, Fund, Treasury, Uranium Trust, Energy, Florida Panhandle Locations: Kazakhstan, Uzbekistan, Russia, Ukraine, Florida
The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is dominating the competition. Of course, Reiner and his colleagues, Eric Moreau and Andrew Stern, aren't complaining about their fund's 22.6% rise in 2023. It's hard to poke holes in JPMorgan's growth-focused income ETF. JPMorgan's income-focused ETF uses an AI model that gathers and sorts through a treasure trove of information, especially financial statements, to help find suitable investments. Other than putting a premium on income and using AI to find standout stocks, a pair of traits that make JPMorgan's income ETF sing are its transparency and its liquidity.
Persons: Hamilton Reiner, Reiner, Eric Moreau, Andrew Stern, aren't, what's, it'll, Morningstar, , I'm, Moreau, Stern didn't, they've, Bonds, — it's, it's, Moreau spotlighted, he's Organizations: JPMorgan Nasdaq Equity, Nasdaq, JPMorgan, NXP Semiconductors, NextEra Energy, NextEra Locations: Netherlands, Florida
Bob Doll thinks a mild recession will hit the US economy sometime in the near-to-mid future. Outside of the stock market, Doll also thinks bonds are relatively attractive compared to last year. Within the bond market, he likes Treasurys most, with 10-year yields offering more than a 4% coupon. A 1.5% 10-year Treasury is a bad deal, and of course bonds have sold off hard," he said. Treasury bonds can be bought via a brokerage or through TreasuryDirect.
Persons: Bob Doll, Bob Doll isn't, Doll, Phillips, refiners Organizations: Conference, BlackRock, Valero, Aaa, Treasury Locations: HMOs, TreasuryDirect
Look at the Treasury yield curve and The Conference Board's Leading Economic Index, says Rosenberg, who called the 2008 recession. He added: "Even if we could argue about a recession or a soft landing, you have Nirvana priced into the stock market as an asset class right now." 7 places for returns as a recession loomsThe first place Rosenberg said he's bullish on is the Treasury market. Treasury bills have durations of one year or less, while Treasury bonds have durations of 20 years or more. The iShares MSCI Japan ETF (EWJ) is one way to invest in Japanese stocks.
Persons: David Rosenberg, Treasurys, Rosenberg, there's, he's, bullish, underperformance, Warren Buffett Organizations: Treasury, Conference, CNN, Rosenberg Research, Treasury Bond ETF, Regional Banking, Vanguard Utilities, Real, Fidelity MSCI Communication Locations: U.S, Japan
Here are six top growth stocks in rapidly expanding industries like artificial intelligence. In an ocean of growth-focused funds, the Virtus Zevenbergen Innovative Growth Stock Fund (SAGAX) has an unrivaled knack for standing out — for better or worse. The basket of growth stocks has logged an astounding 62% year-to-date gain, which makes it one of the best-performing mutual funds in 2023. How to successfully invest in growth stocks in any marketThe core tenets that have anchored the Virtus Zevenbergen Innovative Growth Stock Fund through the storms of the last few years are simple, though following them can be challenging. The Virtus Zevenbergen Innovative Growth Stock Fund usually has 30-to-40 holdings at a time, Dennison said, and stocks stay in the portfolio for an average of over five years.
Persons: Anthony Zackery, Joe Dennison don't, they've, Dennison, Zackery, Nancy Zevenbergen, Brooke de Boutray, who've, Zackery isn't, He's, he's Organizations: Virtus, Stock Fund, Fund, Devices, Nvidia, Technology, Amazon, Netflix, Mercado Libre Locations: Zackery, Canada, Latin America, The Uruguay
Baron Opportunity Fund has soared 45% this year, blowing its tech peers out of the water. The opportunity fund (BIOPX), with $1 billion assets under management, has notched a 10-year total return of about 15% on an annualized basis, according to Morningstar. Lippert said he owns about 40 names in the portfolio, including this year's big AI winner Nvidia . Another megacap name that Lippert owns to capitalize on the AI boom is Microsoft . "Everyone wants to talk about the big names, but we play this in a portfolio way," Lippert said.
Persons: Opportunity, Michael Lippert, we're, Lippert, Morningstar Organizations: Nvidia, Microsoft, AMD, Marvell Locations: ChatGPT
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCiti's Ed Morse explains why he's bullish on oil but bearish on natural gasEd Morse, Citi global head of commodities, joins 'Squawk Box' to discuss the oil and natural gas market, why he's bullish on oil and bearish on natural gas for the summer season, and more.
Persons: Ed Morse Organizations: Citi
David Greene says Alabama, Southern Georgia, and Northern Florida are ripe markets for appreciation. I do think appreciation is likely to be experienced later because of the increasing population that's moving there," Greene said on the podcast. According to Census Bureau data compiled by the National Association of Realtors, Florida's population grew the most in absolute terms out of any US state in 2022, while Georgia grew the sixth-most and Alabama grew the ninth-most. Cities they found where the population grew above 6% last year include Ocala, Florida; Tallahassee, Florida; Savannah, Georgia; and Deltona, Florida. National Association of RealtorsData also shows that median home prices in Alabama, Georgia, and Florida are cheaper than the national median of $436,800.
Persons: David Greene, bullish, Greene, Southern Georgia Daniela Duncan, Austin Organizations: Alabama, Florida Bown Media, Getty, National Association of Realtors, NAR, US Postal Service, National Association of Realtors Data, Rocket Mortgage Locations: Alabama, Southern Georgia, Northern Florida, Phoenix, Nashville, Austin, Alabama Montgomery , Alabama, Northern Florida Pensacola, Florida, New York, New Jersey, Birmingham, Bentonville , Arkansas, Florida's, Georgia, Ocala , Florida, Tallahassee , Florida, Savannah , Georgia, Deltona , Florida, Alabama , Georgia
A common phrase you'll hear from folks at Smead Capital Management is "fear stock market failure." He manages the Smead Value Fund (SMVLX), which has beaten 99% of similar funds over the last five-year period, and 97% over the last 10- and 15-year periods, according to Morningstar data. Value stocks to buyWithin value stocks, Smead is most bullish on the energy sector, as he believes we're in the earlier stages of a "commodities super cycle." Another area of the market Smead is bullish on right now is shopping mall real-estate investment trusts, or REITs. "Collecting a 6% dividend from them and having upside potential in a stock market that might struggle looks like a winning hand."
Persons: Bill Smead, Smead, he's, Smith Barney, Wells, Ben, we're, Stifel's Barry Bannister, millenials, it's Organizations: APA, DVN, MAC, Smead Capital Management, Morningstar, Smead Capital, Smead, Management, Occidental Petroleum, ConocoPhillips, Property Group, Simon Property Group Locations: OXY, Devon
But that plan carries serious risk, as it would jeopardize still-sizable cable revenue without guaranteeing that enough sports fans would support such a product. Several other analysts — including Barton Crockett of Rosenblatt Securities, who has a buy rating for Disney shares — seconded those concerns about cannibalizing cable revenue. Nollen estimated 35 million current cable customers would switch to ESPN DTC. ESPN DTC is zero incremental cost and potentially billions in incremental revenue." An ESPN streamer (in light purple) would gradually drive revenue for Disney, Wells Fargo predicts.
Persons: Disney, that's, Jalen Rose, Todd McShay, Bob Iger, Macquarie's Tim Nollen, Nollen, Barton Crockett, , Crockett, who'd, Will, you've, they'll, William Cohan, Cohan, Joe Bonner, Bonner, Brandon Nispel, Iger, Nispel, We've, Jason Bazinet, Bazinet, Hulu —, Wells Fargo's Steven Cahall, Cahall, Wells Organizations: ESPN, Disney, Bank of America, NBA, Sports, ESPN Disney's ESPN, Rosenblatt Securities, ESPN DTC, Will Disney, Citigroup, NFL, NBC, Apple, Comcast, NBC Sports, Netflix Netflix, Hearst, Argus Research, Netflix, KeyBanc, Hulu, DIS, Wells Fargo Sports Locations: Wells Fargo, it's, Wells, Hulu, Puck
ICYMI: This is the last week of 10 Things on Wall Street. Insider's Rebecca Ungarino has more details on how long the beef between Overdeck and Siegel has been brewing behind the scenes. What stands out to me about the drama at Two Sigma is how it all seems to be so petty. The Two Sigma cofounder was included only as an example of the type of managers Haider had eclipsed. The asset manager tapped two internal executives to serve as co-CEOs of the firm, succeeding CEO Jay Wintrob, The Wall Street Journal reports.
Persons: Dan DeFrancesco, I'm, Billy Joel's, , we've, Goldman, Cofounders David Siegel, John Overdeck, David Siegel, cofounders, Insider's Rebecca Ungarino, Siegel, Rebecca, Haidar Capital's Said Haidar, Haider, Penny, Warren Buffett, Charlie Munger, Scott Olson, Ruobing Su, Michael Broadbery, Goldman Sachs, Maza, Andreessen Horowitz, Seth Klarman, Jay Wintrob, Robert O'Leary, Armen Panossian, Everybody's, they're, Joey Hadden, Jeffrey Cane, Hallam Bullock Organizations: Sigma, Baupost, Oaktree Capital, Street, Wall, LinkedIn Locations: Omaha, New York, London
Michael Cuggino, the president and portfolio manager of the Permanent Portfolio Family of Funds, says the current economic situation is a tale of two sides. The firm has two fixed-income funds, an aggressive growth equities fund, and a diversified fund known as the Permanent Portfolio that has been around since 1982. Last year, the permanent portfolio fund outperformed 93% of similar funds, according to Morningstar data. So far this year, it has been the growth stocks that are benefiting. The top four signals he's keeping an eye on are, first, a rapid increase in the unemployment rate, which would hit consumer spending and permeate other parts of the economy.
Persons: Michael Cuggino, Cuggino, It's, it's Charles Schwab Organizations: Federal, Morningstar, Companies, BHP Group, Exxon, Chevron, Nvidia, Broadcom, Apple Locations: Freeport, McMoRan, Australia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKilburg: Investors will chase the enormous stock market gains into the end of Q2Jeff Kilburg, Founder and CEO of KKM Financial, discusses why he's bullish on the markets.
Persons: Jeff Kilburg Organizations: KKM
Fund manager Brian Frank explained why he's bearish on tech stocks and the economy. Here are seven stocks he's bullish on now as value makes a comeback in a recession. Value is the best bet in a weak economyConsidering how growth stocks have retaken the throne from their value counterparts this year, Frank said he's pleased with how his Frank Value Fund (FRNKX) has fared. The mid-cap fund, which Frank has single-handedly managed for nearly 19 years, has outperformed 74% of its peers in 2023, according to Morningstar. "You would think, given the economic data, defensives would trade at a premium to the market," Frank said.
Persons: Brian Frank, Frank, It's, , he's, Morningstar, we're, that's, he's bullish Organizations: Frank Value Fund, Home, Walmart
Fundstrat's Tom Lee shares why he's bullish on the S&P 500
  + stars: | 2023-06-15 | 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 EmailFundstrat's Tom Lee shares why he's bullish on the S&P 500Thomas Lee of Fundstrat Global Advisors discusses why he has an almost 9% upside on the S&P 500, and says "it's a green light for stocks to continue to rally" as he expects inflation to fall significantly.
Persons: Tom Lee, Thomas Lee Organizations: Fundstrat Global Advisors
Here are eight companies or areas of the market that Muhlenkamp said he's bullish on. Regardless of what's happened in the economy or markets, the veteran investor's namesake Muhlenkamp Fund (MUHLX) has found a way to dominate. Although energy stocks have since reversed to become the worst-performing sector of 2023, Muhlenkamp said he's stuck with the group while riding the broad rebound in technology stocks. Two other tech companies Muhlenkamp mentioned are semiconductor firms Broadcom (AVGO) and Microchip (MCHP). Outside of technology, Muhlenkamp said he continues to like stocks tied to housing and financials, including certain regional banks.
Persons: Jeff Muhlenkamp, Muhlenkamp, he's, I'd, Morningstar, Goldman Sachs, they've, they're, He's Organizations: Muhlenkamp, Apple, Microsoft, Apple Watch, Vision, Broadcom, Bank, Federal Locations: Regional
A trio of longtime executives have taken charge at CNN following the exit of Chris Licht. There's a moment in Tim Alberta's brutal profile of CNN's now-former CEO Chris Licht where Licht awkwardly takes a jab at his predecessor Jeff Zucker. The following Monday, as Licht attempted to quell growing calls for his ouster, Licht told CNN staff: "As I read that article, I found myself thinking, CNN is not about me. Jeff Zucker and Chris Licht at an event in 2019, back when Zucker still ran CNN and Licht was the showrunner on The Late Show on CBS. If Licht was seen as mismanaging CNN's top talent, Entelis, in particular, is known to be the queen of talent.
Persons: Chris Licht, David Leavy, Amy Entelis, Tim Alberta's, CNN's, Licht, Jeff Zucker, Zucker, Donald Trump, Christiane Amanpour . Licht, Anderson Cooper, Jake Tapper, Kara Swisher, Mike Coppola, — Licht, Virginia Moseley, Eric Sherling, Wolf, David Zaslav, Zaslav, WBD, Leavy, We're, — Leavy, I'm, Kaitlan Collins, Don Lemon's, Poppy Harlow, Licht's, PATRICIA DE MELO MOREIRA, Jonathan Miller, Entelis, Peter Jennings, Ted Koppel, Anthony Bourdain, Eric Ripert, Masa Takayama, Turner, Lisa Ling's, Bell, Tapper —, CNN —, She's, Organizations: CNN, Morning, Vox Media, CBS, ABC, Warner Bros, Warner Bros Discovery, HBO, Getty, BBC News Board, Integrated Media, CNN Worldwide, Masa Locations: Trump, Japan, America
Total: 25