DIRS.INFO The most relevant business & tech news

☆ Analysts are super bearish on these 13 global stocks and expect them to sink
▼ + stars: | 2023-06-12 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Then, UBS said in a report titled "Don't be fooled by the latest Tech rally" on June 6 that hedge funds have already begun selling $20 billion to $30 billion worth of global stocks. To that end, CNBC Pro screened over 3,330 large and mid-cap global equities that are part of the FTSE All-World ex-U.S. Index and identified the 13 stocks that analysts are most bearish toward. The table below shows global stocks, covered by at least 10 analysts, with no buy, overweight, or outperform ratings. Vodafone Idea India-listed Vodafone Idea is the most unloved stock in the above table. However, unlike Vodafone Idea, the downside risk is mainly given the stock's recent rally toward its all-time high.

Persons: Morgan Stanley, Wells Fargo's, Ankur Rudra, Rudra, it's, Morgan, Howard Kao, Kao, — CNBC's Michael Bloom Organizations: UBS, Tech, CNBC Pro, FTSE, Vodafone Idea, Vodafone, Reliance Jio, IDEA, Acer, FactSet Locations: Acer Taiwan

☆ A Writer Recognizes Herself in Another Writer’s Story
▼ + stars: | 2023-06-08 | by ( Jean Hanff Korelitz | ) www.nytimes.com time to read: +1 min

THE MYTHMAKERS, by Keziah WeirWhat navel-gazers we writers of fiction are! It’s an attribute few of us would deny, but while it most often evokes autobiography, even those of us who tend not to mine our “lived experience” are still drawn back ceaselessly into the great and fascinating murk that is … writing about writing fiction. Some of us — myself included (see: “The Plot”) — have an insatiable appetite for stories that grapple with these issues. I am happy to report that Keziah Weir’s assured first novel, “The Mythmakers,” is a laudable addition to a reading list that already includes such standouts as Meg Wolitzer’s “The Wife,” Karen Dukess’s “The Last Book Party,” Andrew Lipstein’s “Last Resort” and R.F. Kuang’s new novel, “Yellowface.” In “The Mythmakers,” most of the relevant offenses surround a recently deceased novelist named Martin Keller as a young journalist sets out to investigate a simple act of appropriation and finds something far more complex and — for any writer — infinitely more shameful.

Persons: Keziah Weir, Weir’s, Meg Wolitzer’s “, ” Karen Dukess’s “, ” Andrew Lipstein’s, Martin Keller

“The debt ceiling agreement is only the first step in saving the government from the brink of illiquidity.”The deal suspends the debt ceiling until January 2025 in exchange for caps on spending and cuts in government programs. U.S. Treasury Secretary Janet Yellen on Friday set a deadline for raising the federal debt limit, saying the government would default if Congress does not increase the debt ceiling by June 5. Optimism that a debt ceiling deal was near and hefty gains in AI-related stocks helped the S&P 500 (.SPX) close at its highest level since August 2022 on Friday. S&P Global Ratings stripped the United States of its coveted top rating over a debt ceiling showdown in 2011, a few days after a last-minute agreement the agency at the time said did not stabilize "medium-term debt dynamics." S&P Global Ratings, Fitch and Moody's did not immediately respond to Reuters requests for comment.

☆ This Year’s G7 Summit Doubles as a Club for Unloved Leaders
▼ + stars: | 2023-05-20 | by ( Peter Baker | ) www.nytimes.com time to read: +1 min

They come from far corners of the globe, speak different languages, span the ideological spectrum and range in age from 43 to 80. But one thing President Biden and the other leaders of the Group of 7 meeting in Japan this weekend have in common? For Mr. Biden and his counterparts from the world’s leading industrial powers, it is an age of democratic discontent when electorates seem perpetually dissatisfied with the presidents and prime ministers they have chosen. But their troubles have a way of following them and can limit their options and influence. He ended the day by skipping out about 90 minutes early from the leaders’ gala dinner on Miyajima island to take another call from home on the spending talks.

☆ Extremism Finds Fertile Ground in Chat Rooms for Gamers
▼ + stars: | 2023-05-18 | by ( Steven Lee Myers | Kellen Browning | ) www.nytimes.com time to read: +1 min

There are rules people must agree to before joining Unloved, a private discussion group on Discord, the messaging service popular among players of video games. They share some harmless memes but also joke about school shootings and debate the attractiveness of women of different races. Users in the group — known as a server on Discord — can enter smaller rooms for voice or text chats. The name for one of the rooms refers to rape. In the vast and growing world of gaming, views like these have become easy to come across, both within some games themselves and on social media services and other sites, like Discord and Steam, used by many gamers.

☆ Analysis: Australian banks' bid to shake mortgage reliance brings new risks
▼ + stars: | 2023-05-16 | by ( Byron Kaye | ) www.reuters.com time to read: +5 min

"When there's a macroeconomic downturn, it's generally institutional and business lending exposures that are impacted first," he added. For decades, Australian housing finance has significantly outpaced business lending, making home loan margins the engine of profits. A more recent exodus from non-lending retail services like financial advice has further weighted banks' allocation of capital to residential property. The big four banks said in earnings updates this month that their net interest margins peaked in late 2022 and have since narrowed. To hedge against interest rates risks, the Big Four may now chase new services-based revenues from commercial clients in non-lending segments, added Garland.

☆ Bank of America loves these 10 unloved global stocks with major upside
▼ + stars: | 2023-05-15 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Bank of America strategists have named the ten European stocks they believe are currently undervalued and could provide significant investment returns. These picks, which the investment bank refers to as the "Beat Factor Top 10," are primarily made up of industrial and financial companies. Bank of America analysts expect shares of Airbus to rise by 64% to 200 euros per share ($217) over the next 12 months. The "Beat Factor" is a measure Bank of America analysts use to identify the most divergent stock ideas on the FTSE Eurofirst 300. Despite the share price gains, Bank of America strategists remain bullish on the stock coming out of the earnings season.

☆ Investors would be wise to heed these lessons from the 'retail apocalypse' as office values reset
▼ + stars: | 2023-05-14 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +7 min

Still, it is also true that a lot of disruption occurred in between the events that prompted the "apocalypse" chatter and the firmer ground where retail real estate stands today. Recalling how these events played out is helpful in understanding the situation facing U.S. office properties. For office buildings, the pandemic knocked things out of whack. The same idea is being discussed for office buildings, but one-size will not fit all. There may be no surprise that there has been a huge drop-off in the number of loans with office properties as collateral since March.

So far in 2023, this index of what are the leading lights of the U.S. economy is up 36% - six times the year-to-date gains of the S&P 500 index (.SPX). Put another way, this year's rise of these 10 mega tech stocks accounts for pretty much all of the S&P 500 gains. "But given how often the S&P 500 has been used as Exhibit A for overall 'resilience', it's important to acknowledge just how idiosyncratic this macro gauge has been." Are tech stocks overpriced? There are certainly plenty of concerns that these mega stocks may be overbought and just too expensive - even though that concern will hardly be a new worry for these stocks.

☆ 13 hot spots for real-estate investors seeking solid rental income returns and cheaper property instead of high prices and taxes, according to an expert who's spent 2 decades investing around the glob
▼ + stars: | 2023-04-22 | by ( Laila Maidan | ) www.businessinsider.com time to read: +9 min

With the right locations, he believes investors could double their cash investment in the next five years based on property appreciation and rental income. you'll also need to pay taxes on rental income which varies by state. If you plan on generating short or long-term rental income, find a strong rental or property manager. If you're on a budget but want to invest in a good shorter-term rental property for Airbnb, look in high-traffic destinations, he said. Top picks for short-term rental income are internationalized destinations that have easy air access, great amenities, and a lack of hotel competition.

☆ Why a European stock index is crushing its US peers
▼ + stars: | 2023-04-14 | by ( Julia Horowitz | ) edition.cnn.com time to read: +5 min

By comparison, the Dow Jones Industrial Average in the United States has climbed 2%. Those “growth” stocks gave investors a stake in firms that were on track to expand their businesses quickly and generate hefty returns. Now, investors are more drawn to “value” stocks: companies thought to be trading at a discount based on their financial performance. That’s been a “near-perfect combination” for European stocks to beat their US peers, he added. Economists at the Fed predict the United States will fall into a “mild” recession as a result of the recent banking crisis.

☆ Goldman Sachs loves these stocks, but the rest of Wall Street hates them
▼ + stars: | 2023-04-06 | by ( Yun Li | ) www.cnbc.com time to read: +1 min

Finding opportunities in this tricky stock market is no easy task, and Goldman Sachs thinks it might be worth looking at these unloved gems with great potential. The Wall Street bank identified a slew of stocks where its analysts are bullish but most of the Street gave either a neutral or sell rating. These stocks with buy ratings from Goldman analysts have at least 10% upside, based on their price target, and the firm's earnings estimates for these companies are at least 2% above consensus. "These names appear underappreciated by the market and could generate alpha for investors with a contrarian view," Goldman said. Ride sharing giant Lyft is also widely hated by Wall Street, except for Goldman.

☆ Aviva Investors: This has been a very unloved rally so far
▼ + stars: | 2023-04-05 | 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 EmailAviva Investors: This has been a very unloved rally so farSunil Krishnan, head of multi-asset funds at Aviva Investors, discusses banking turmoil, earnings revisions and where stocks could trade for the rest of this year.

☆ A top-performing fund manager shares her strategy for finding undervalued stocks hiding in plain sight — and details her 7 best investments to make right now
▼ + stars: | 2023-03-24 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

A top-performing mid-cap fund manager shared the strategy that's brought her sustained success. For over 22 years, Kimberly Scott has run the Delaware Ivy Mid Cap Growth Fund (WMGAX). Scott's mid-cap fund, which now has $5.6 billion in assets, has topped 92% of its peers over the past 15 years and ranks in the top 12% of its category so far this year, according to Morningstar. In response, the veteran fund manager is keeping up with what's going on in the economy but is mostly focused on sticking to her tried-and-true strategy for picking mid-caps. 7 top stocks to buyAfter explaining her investing method, Scott made the case for seven of the top stocks in her mid-cap mutual fund.

☆ Tech Investors in Southeast Asia Want to See the Money—Now
▼ + stars: | 2023-03-14 | by ( Megha Mandavia | ) www.wsj.com time to read: 1 min

E-commerce and games company Sea has distinguished itself with a laserlike focus on profitability. These days, profit is often the thin green line dividing loved and unloved tech shares. That makes sense in saturated e-commerce markets such as the U.S. But firms that retrench now in places like Southeast Asia, where e-commerce penetration is still relatively low, risk losing out to competitors that are able to grin and bear losses—even in a tough market environment.

As a psychologist and sexologist, we've been studying relationships for more than 50 years combined, and we've found that no matter how you slice it, most of them fail because of poor communication. ", psychologist Dr. John Gottman identifies the four most problematic types of communication in relationships, based on his studies of 40,000 couples: Contempt: Expressing a lack of respect for our partners (e.g., name-calling, eye-rolling, ridiculing). Of these four, Gottman says, the biggest predictor of a failed relationship is contempt. How contempt destroys relationshipsContempt makes it impossible for partners to feel like they have each other's back. This often stems from individuals feeling that they are standing up for themselves, which is usually a healthy thing to do.

☆ FTSE100 stocks have been shunned for years. Now investors love them
▼ + stars: | 2023-02-17 | by ( Anna Cooban | ) edition.cnn.com time to read: +6 min

Both US indexes have recovered slightly following last year’s big falls, but one of the biggest drags on their performance — high interest rates — is likely to stick around. That’s because, when interest rates are low, the yields on government bonds are also low. That boosts investors’ appetite for riskier investments, such as the stocks of small or highly indebted tech companies that could make blockbuster returns years down the line. BP (BP) and Shell (SHLX), both FTSE companies, more than doubled their annual profits last year to a combined $68 billion. But the lack of tech companies may come back to haunt the FTSE, once inflation and interest rates fall back.

☆ Halftime traders are buying these tech stocks, including one that just sank on earnings
▼ + stars: | 2023-02-16 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

There were some buying opportunities in tech on Thursday, according to two "Halftime Report" traders. Ritholtz Wealth Management CEO Josh Brown bought a small position in DocuSign Thursday morning, ahead of its anticipated earnings report in early March. People were calling it a stay-at-home stock," Brown said on " Halftime Report ." If the stock tanks on its earnings report, he expects it's an opportunity to increase his position. Brown had purchased shares last week , anticipating a rally into earnings and potential drop after the report.

☆ Microsoft pushing you to set Bing and Edge as your defaults to get its new OpenAI-powered search engine faster is giving off big 1990s energy
▼ + stars: | 2023-02-14 | by ( Hasan Chowdhury | Shona Ghosh | ) www.businessinsider.com time to read: +4 min

Microsoft was once king of computing, with more than 90% market share. Microsoft has integrated some OpenAI deep-learning technology into Bing, its ailing competitor to Google, so that the search engine can answer questions in a more nuanced way. And rather than just returning a list of results, Bing will present the information in a more useful way. What is less futuristic is Microsoft's maneuvering to juice its own market share as much as possible. Microsoft is juicing Bing's market share right now Shona Ghosh/InsiderAt present, Bing's share of the search market is a mere 3%, according to data firm Stat Counter.

☆ Bank of America: Follow this 4-part strategy to double the stock market's returns for the next decade
▼ + stars: | 2023-02-10 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Bank of America believes small caps will beat the broader market significantly in the next decade. Small caps have outperformed their larger peers lately, and there's reason to believe the trend will continue for the next 10 years, according to Bank of America. The bull case for overlooked small capsBoth valuations and equity flows suggest that small caps are the market's best-kept secret right now. "So definitely for long-term investors, we think this is a great opportunity to overweight small caps." Hall acknowledged that concern but noted that unlike large caps, small caps have already factored in economic weakness.

☆ Value prevails in 2023: Dimensional's Joe Hohn
▼ + stars: | 2023-02-07 | 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 EmailValue prevails in 2023: Dimensional's Joe HohnCNBC's Bob Pisani sat down with Dimensional Senior Portfolio Manager Joe Hohn to discuss the so-called resurgence of beaten-up, unloved sectors last year, weigh in on the value vs. growth debate and explain why value stocks are here to stay in 2023

☆ Make these 4 undervalued investments now while the stock market rally unwinds after a red-hot jobs report, according to the investment chief at Cambria Funds
▼ + stars: | 2023-02-07 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

The economist continued: "And it's not the level of the unemployment rate that matters as far as the economic cycle is concerned — it's the change in the unemployment rate. He told Insider in a recent interview that investors should target value stocks and foreign equities, specifically Chinese stocks and those in emerging markets. For most of the past decade, value stocks were unloved while growth names went on an explosive rally. But now value stocks have made a major comeback, while growth picks have melted down. When picking stocks, Faber said he's especially interested in two qualities: a stock's valuation and momentum.

☆ Investor Sarat Sethi said he is buying into this 'unloved' pharma stock
▼ + stars: | 2023-02-06 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

It's time for investors to get back into British pharmaceutical company GSK , according to investor Sarat Sethi. He has been adding to the stock that was known as GlaxoSmithKline since buying it a couple months ago, Sethi told the panel on CNBC's " Halftime Report " on Monday. GSK shares have notably underperformed this year. While the S & P 500 has rallied more than 7% since the start of 2023, GSK shares are just slightly higher for the year, up 0.6%. Hightower's Stephanie Link approved of the buy, saying that GSK has a "great story."

☆ Here are 5 ways investors can find deeply discounted stocks hiding in the red-hot energy and materials sectors, according to a top 1% value fund manager
▼ + stars: | 2023-01-27 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

Top-1% value fund manager Scott Barbee shared the investing strategy that's brought him success. Barbee's Aegis Value Fund (AVALX) has beaten 98% of peers by returns over the past 15 years, according to Morningstar. After finding potential candidates for his fund, Barbee looks at a company's financial health by inspecting its balance sheet and capital structure to see how much debt it has and how it's organized. Following these steps has brought Barbee robust returns over the long term, regardless of what stage of the economic cycle he's investing in. The top holding in the Aegis Value Fund is Amerigo Resources (ARREF), which mines copper in Chile.

☆ A contrarian value fund manager who beat 99% of his competitors last year shares how he finds unloved stocks — and 8 of his favorite names to buy right now
▼ + stars: | 2023-01-25 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

A top-1% value fund manager shared four rules that have helped him achieve success. Fund manager Matthew Fine's old-school, valuation-driven investing process helped his Third Avenue Value Fund (TAVFX) outperform 99% of competitors last year, according to Morningstar. And so far in 2023, the Third Avenue Value Fund is in the top 19% of its category with a market-crushing 10.6% return. Fine is patient with the stocks he's added to his portfolio because he's so careful in choosing them. 8 top stocks to buy and holdFine shared eight of his favorite stocks to own for the long term.

Search resuls for: "unloved"

25 mentions found