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☆ Beyond the 'Magnificent 7': Morningstar's top strategist names other stocks to own
▼ + stars: | 2024-02-09 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

"The Magnificent Seven stocks generally are starting to run out of steam at this point because their valuations are getting pretty full at this point of time," Morningstar's Chief Markets Strategist David Sekera told CNBC Pro on Feb. 2. However, Sekera thinks things are looking up for small-caps and value stocks — the latter of which he says are trading at an 11% discount relative to Morningstar's fair value and look like a "good area for investors to overweight in U.S. stocks right now." Tech stocks The chief strategist remains bullish on tech, albeit outside of the Magnificent Seven, and named Cognizant Technology Solutions and Snowflake as picks to play the theme. Value in energy The energy sector — one of the laggards of the stock market last year — is also on Sekera's radar. Morningstar gives stocks a rating of between one and five stars, with a top rating indicating that the shares are undervalued.

Persons: David Sekera, Morningstar, Sekera, Russell, —, We're, doesn't, NiSource, Entergy Organizations: Big Tech, Apple, Meta, Microsoft, Nvidia, Tesla, CNBC Pro, Dow, Nasdaq, Tech, Technology Solutions, APA Corp, Morningstar, Exxon, APA, Entergy, WEC Energy Locations: Suriname, United States

☆ Asset manager names one under-the-radar market to buy when times are bad, giving 6 stock picks
▼ + stars: | 2024-02-08 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

"People recommend investing in the Swiss market during uncertain periods – like if you are expecting a recession. "Maybe in a bull market, Swiss equities are not going to be a huge outperformer globally — but they can generate positive returns. But in difficult times, Swiss equities, besides the U.S., is one of the markets to buy," Bänziger said. In her view, Swiss stocks benefit from the strong Swiss franc and a political system that fosters innovation in companies. Meanwhile, Bänziger believes Swiss Prime Site and PSP Swiss Property make good investments among small- and mid-caps, given the opportunities in the Swiss real estate sector.

Persons: Carla Bänziger, Bänziger, Stocks Organizations: U.S . Federal, that's, CNBC Pro, Swiss, State Secretariat, Economic Affairs, Swiss Re, SIX Swiss Exchange, Dow Jones International Real, ABB, Nestle, Roche, Novartis Locations: that's Switzerland, Swiss, Zurich, U.S, Switzerland, Germany, China, Europe

☆ Wealth manager for the super-rich names 3 stocks to buy right now
▼ + stars: | 2024-02-05 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +5 min

For Kevin Teng, CEO of Wrise Wealth Management Singapore, which serves ultra-high-net-worth individuals across Asia, the Middle East and Europe, three top stocks stand out as good plays right now. Of 52 analysts covering the stock, 48 give it a buy or overweight rating at an average price of $460.37, according to FactSet data. Barrick Gold Beyond tech and energy, Teng is also bullish on gold, naming Canadian miner Barrick Gold among his top picks. Spot gold prices are up around 7.5% over the last 12 months. Shares in Barrick Gold are down over 15% over the last 12 months.

Persons: Kevin Teng, Teng, Morgan Stanley, — CNBC's Jordan Novet, Fred Imbert Organizations: Big Tech, U.S . Federal, Wrise Wealth Management Singapore, Microsoft, Google, Apple, Nvidia, Tesla, CRM, CNBC Pro, ExxonMobil, Natural Resources, Exxon, Barrick, Barrick Gold Locations: Asia, East, Europe, West Texas, New Mexico, Guyana, Zambia, Pakistan

☆ 'Big opportunity': One pro names his top energy stocks for the long and short term
▼ + stars: | 2024-02-02 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

Energy stocks have had a mixed start to the year as ongoing geopolitical uncertainties and fluctuating oil prices continue to affect the sector. One chief investment officer, however, sees potential in oil, naming one immediate and one longer-term investment opportunity. "It's [a] deepwater oil play, very long life there. "We think that there will be some players that will [be the] last folks standing in that game, and we think Petrobras will be one of those." Longer-term play A longer-term play on Jones' radar is Australian petroleum player Woodside Energy , which trades on the Australian and London Stock Exchanges as well as the Nasdaq.

Persons: Jevons Global's Kingsley Jones, CNBC's, Brazil –, Jones Organizations: Petrobras, New York Stock, Woodside Energy, London Stock Exchanges, Nasdaq, Santos Locations: Brazilian, Brazil, Europe, Woodside

☆ Want to cash in on the weight-loss drug boom? Morgan Stanley names 4 global stocks
▼ + stars: | 2024-02-01 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +4 min

Under-the-radar stock picks Morgan Stanley reckons the way to play the obesity theme in Asia is through names involved in GLP-1 drug development that "could find upside in burgeoning overseas markets." Calling it "top beneficiary as global demand for GLP-1 drugs significantly outpaces capacity," Morgan Stanley has an overweight rating on the stock. Morgan Stanley has an investment horizon of just over six months for WuXi AppTec and Innovent and over 12 months for Chugai and EBOS. Morgan Stanley's analysts estimate that worldwide sales of Orforglipron could hit $7 billion in 2023. Elsewhere, it sees opportunities for EBOS following the Australian government's approval for it to distribute obesity drugs.

Persons: Eli Lilly, Morgan, Sean Wu, Morgan Stanley's, Health Organization's, Morgan Stanley, Chugai, Goldman, EBOS, CNBC's Michael Bloom Organizations: Novo Nordisk, Health, WHO, BMI, WuXi AppTec, Australian, Hong Kong Stock Exchange, China Health Care, Goldman Sachs, Health Care Equity, Zealand ETF Locations: U.S, Asia, Asia Pacific, Australia, GLP, WuXi, China, Japan, New Zealand, Zealand

☆ ‘Substantial upside’: Morgan Stanley portfolio manager loves this memory stock — and it's among analysts' top picks for 2024
▼ + stars: | 2024-01-31 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

One investor, however, has set his sights on another company offering a "value angle" on both semiconductors and artificial intelligence. Micron makes dynamic random access memory chips and NAND flash memory chips. DRAM, or dynamic random access memory, is a type of semiconductor memory needed for data processing. Micron is the third-largest player in the memory sector, coming after just South Korea's SK Hynix and Samsung , he added. Wolfe Research said Micron will likely benefit from a strong recovery in 2025 in both the DRAM and NAND space.

Persons: Aaron Dunn, CNBC's, Dunn, Morgan Stanley, you've, Goldman Sachs, Wolfe Organizations: Nvidia, Google, Micron Technology, Micron, Morgan, Value, South Korea's SK Hynix, Samsung, MU, UBS, Bank of America, Wolfe Research Locations: Morgan Stanley's

☆ Goldman Sachs likes this under-the-radar European sector, naming 2 stocks with almost 40% upside
▼ + stars: | 2024-01-26 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

Europe's power grid is in dire need of an upgrade, Goldman Sachs says, naming two stocks it expects to benefit from the network's expansion and modernization. "Power grids sit in the sweet spot of electrification: besides an accelerating top line, we highlight attractive risk-adjusted returns, which are usually set on a 'cost plus' basis." Stock picks Goldman Sachs said the way to play this theme is through pure plays and green energy majors. The green energy industry has had a tough time of it since 2021 as global central banks hiked interest rates in an effort to combat inflation. "We believe power network activities represent an incremental leg in our re-rating thesis for Green Energy Majors," Goldman's analysts added, naming Enel and SSE as buy-rated stocks.

Persons: Goldman Sachs, Alberto Gandolfi, Stock, Goldman, — CNBC's Michael Bloom Organizations: Clean Energy ETF, Energy Index, Green Energy, Milan Stock Exchange, London Stock Exchange, Global Renewable Energy Locations: Europe

☆ ASML and more: UBS names sectors and over 10 global stocks to play right now
▼ + stars: | 2024-01-25 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

Europe is set for a "weak stagnation" that will dampen the market, but several sectors and stocks stand out to UBS as good plays this year as growth stabilizes and inflation slows. "Our macro outlook for Europe is for a weak stagnation that takes European equities modestly lower but delivers another year of actionable divergences between sectors and stocks," UBS analysts led by Gerry Fowler wrote in a Jan. 19 note. "In 2024, we think the factors that will perform are domestic (smaller companies), quality and growth," the analysts wrote, adding that slower growth and lower yields should reduce the headwinds for the valuations of growth stocks. 'Well-positioned, domestic, quality, growth companies' "Well-positioned, domestic, quality, growth companies" that UBS has given buy ratings include Spanish clothing company Industria de Diseno Textil, British bakery chain Greggs and online real estate platform Rightmove as well as French construction player Vinci . It has a buy rating on ASML Holdings , SAP , Infineon Holdings and Capgemini , giving them potential returns of 22%, 17%, 40% and 10%, respectively.

Persons: Gerry Fowler, Vinci, — CNBC's Michael Bloom Organizations: UBS, International Monetary Fund, Industria de Diseno Textil, Software, Gartner, ASML Holdings, SAP, Infineon Holdings Locations: Swiss, Europe, Spanish, China

☆ Goldman Sachs loves these 4 global battery stocks — giving one more than 120% upside
▼ + stars: | 2024-01-24 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

As electric vehicle automakers like Tesla and BYD continue to make headlines, Goldman Sachs is watching the battery sector closely. Stocks with buy ratings Goldman's buy-rated stocks in the sector include South Korean companies LG Chem, Samsung SDI and LG Energy. It has a target price of 710,000 Korean Won ($530) on LG Chem and 800,000 Korean Won on Samsung SDI, representing potential upside of 81.6% and 123.2%, respectively. Meanwhile, It expects the price of LG Energy to hit 550,000 Korean Won in the next 12 months, representing 47.3% upside. The investment bank has a buy rating on the stock at 20.47 yuan ($2.84), giving it around 6.2% upside.

Persons: Goldman Sachs, Nikhil Bhandari, Goldman, — CNBC's Michael Bloom Organizations: EV, LG Chem, Samsung SDI, LG Energy, Won, U.S, Gotion High Tech, Mast, Recycling, Gotion, Tech Locations: EU, 2025E, South, Korean, United States, Switzerland

☆ BYD and more: AllianceBernstein names top Asian stock picks for the next 6 months, gives one over 60% upside
▼ + stars: | 2024-01-19 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +4 min

"We also believe the demand for memories will remain strong thanks to the growing demand for generative AI and more broadly for compute," the bank's analysts wrote. AllianceBernstein expects the share price of Samsung to hit 92,000 Korean Won ($68.44) in the next 12 months, giving it potential upside of 29.4%. "BYD's unparalleled cost structure and vertical integration of powertrain will enable it to achieve a dominant market share in this segment," the bank's analysts wrote. AllianceBernstein's target price of 334 Hong Kong dollars ($42.71) gives it around 61.5% upside. AllianceBernstein gave the giant a price target of $170, giving it around 33% upside.

Persons: Bernstein, Ann Larson, AllianceBernstein, Tesla, Holdings AllianceBernstein, PDD, — CNBC's Michael Bloom Organizations: Street, Samsung Electronics, SK Hynix The South, Samsung, Won, SK Hynix, Hong, Holdings, PDD Holdings Locations: Asia, China, Hong Kong

☆ 'Buy on the dips': Morgan Stanley names its favorite stocks in European tech
▼ + stars: | 2024-01-17 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

Those themes can "drive earnings momentum throughout this year, especially in 2H24," Morgan Stanley's analysts led by Lee Simpson wrote in a Jan. 11 research note titled "2024 Outlook: buy on the dips." The stocks are listed in the order of Morgan Stanley's preference in the table above. ASML The Dutch semiconductor equipment maker made Morgan Stanley's list, with a 12-month price target of 700 euros ($764.26), giving it around 7.8% upside. They expect the stock to "outperform on recovery" and thus gave it a target price 48 euros, or 20.8% upside potential. VAT Group This German company was among Morgan Stanley's top stocks, thanks to its exposure to the memory segment.

Persons: Morgan Stanley, Morgan, Lee Simpson, Morgan Stanley's, Besi, STMicroelectronics Morgan Stanley, — CNBC's Michael Bloom Organizations: Wall Street Bank Locations: 2H24, upcycles

☆ Morgan Stanley names global 'alpha' stock ideas for January — and gives one 50% upside
▼ + stars: | 2024-01-16 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

Asian markets may have had a rocky 2023, but those looking for pockets of opportunities in the region can look to Morgan Stanley's selection of "alpha" stocks. Another top stock that Morgan Stanley is overweight on is the Singapore-headquartered United Overseas Bank . Here are 10 stocks from Morgan Stanley's full list of top overweight-rated stocks for January. Notable bottom-ranked stocks Morgan Stanley also named its "notable bottom-ranked stock ideas." These factors "should result in a wider discount to peers like Telstra ," the investment bank's analysts wrote.

Persons: Morgan Stanley's, Morgan, Morgan Stanley, Michael Bloom Organizations: Alpha, Asia, SK Telecom, Korea, United Overseas Bank, ASEAN, Morgan, TPG Telecom, Telstra Locations: Asia, Pacific, Japan, Asia Pacific, Korean, Singapore

☆ Goldman Sachs says it's time to buy this unloved global sector — and names some top stocks
▼ + stars: | 2024-01-15 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

Europe's utilities sector may have come under pressure over the past three years, but Goldman Sachs says a shift is underway, naming stocks to play the industry in 2024. But things are looking up for Europe's utilities sector, according to Goldman Sachs' analysts led by Alberto Gandolfi. Stock picks German energy company RWE is among the stocks highlighted by Goldman, which said it continues to value its renewables business. Goldman has a buy rating on the stock, which is also on its conviction list of top picks. The bank has a price target of 22 euros on the company, giving it just over 33% potential upside.

Persons: Goldman Sachs, Alberto Gandolfi, inflecting, Goldman, Solaria, — CNBC's Michael Bloom Organizations: Renewable Energy, U.S . Federal Reserve, Italian Hydro Locations: Ukraine, Spanish

☆ TSMC and more: Goldman Sachs loves these Asian tech stocks, giving one 37% upside
▼ + stars: | 2024-01-12 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

"While we expect a very modest cyclical recovery as a whole, we continue to look for opportunities among individual stocks," Goldman Sachs' analysts, led by Daiki Takayama, wrote in the note, naming buy-rated names — including four conviction list stocks — to play the theme. The bank's conviction list comprises its top buy-rated stock ideas that are expected to beat the market. SK Hynix South Korean chipmaker SK Hynix was among the stocks that made Goldman's list of buy-rated names that are also on its conviction list. Goldman gave the stock a price target of 3,300 Japanese Yen ($22.78) implying upside of around 37.7%. Meanwhile, the bank has a target price of 29 Chinese yuan ($4.07) on Foxconn, giving it around 124.6% potential upside.

Persons: Goldman Sachs, Daiki Takayama, Hynix, Goldman, it's bullish, Hai, CNBC's Michael Bloom Organizations: SK Hynix South, SK Hynix South Korean chipmaker SK Hynix, Korean, Taiwan Semiconductor Manufacturing Company, Electronics, Industrial, Renesas Electronics, Apple Locations: SK Hynix South Korean, Taiwan, Shanghai

☆ Is it time to buy oil stocks? One trader reveals his top picks right now
▼ + stars: | 2024-01-08 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

Energy stocks had a tough 2023, but one trader sees some good ways into the sector this year, naming opportunities in both oil and natural gas. Bill Perkins, CEO and head trader at Skylar Capital Management, said he's "mildly bullish" on oil, but identified several opportunities for retail investors. Outlook for oil Oil prices have been volatile over the past few months. Brent crude oil prices were trading around $77.98 a barrel on Friday. Natural gas Elsewhere within the energy space, Perkins also sees some opportunities in natural gas.

Persons: Bill Perkins, Perkins, Goldman Sachs, Jeff Currie, CNBC's, we're underinvested Organizations: Skylar Capital Management, Devon Energy, EOG, Diamondback Energy, Houthi, Brent, . Federal Reserve, Fed Locations: Asia, West Texas, New Mexico, EOG Resources, Red, Sea

☆ Eli Lilly vs. Novo Nordisk: The pros deliver their verdict on the viral weight-loss stocks
▼ + stars: | 2023-12-06 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +4 min

It has been quite a year for both Eli Lilly and Novo Nordisk given the boom in weight-loss drugs. Shares in Eli Lilly are up around 60% year-to-date, while its Danish counterpart Novo Nordisk has seen a gain of around 50%. At present, both Eli Lilly and Novo Nordisk offer weight loss treatments. Novo Nordisk Novo Nordisk's Wegovy recently made headlines for reducing the risk of heart attacks and strokes by 20% in adults with heart disease and obesity. Aside from Eli Lilly and Novo Nordisk, Pfizer , Johnson & Johnson and AstraZeneca are also developing weight-loss drugs.

Persons: Eli Lilly, Stocks, Rahul Ghosh, Rowe Price, TRP's Ghosh, Eli Lilly's, Ghosh, FactSet, Lilly, Novo Nordisk Novo Nordisk's Wegovy, Elizabeth Field, Squawk, What's, it's, Michael Bloom Organizations: Novo Nordisk, Nordisk, CNBC Pro, U.S . Food, Administration, pharma, Novo Nordisk Novo Nordisk's, Heart Association Scientific, Citi, Pfizer, Johnson, AstraZeneca, Barclays Locations: Danish, U.S, Novo

☆ Five stocks to buy before the year end, according to the pros
▼ + stars: | 2023-12-05 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +5 min

FactSet data shows that 70% of the 43 analysts covering Snowflake have buy or overweight ratings on the stock. Year-to-date shares in the biotechnology and life sciences equipment manufacturer are down nearly 4%, but Ghosh remains positive. Schneider Electric Elsewhere, French energy management company Schneider Electric is on the radar of Steven Glass, managing director and investment analyst at Pella Funds. "We're very bullish, although it's not as cheap as it used to be on Schneider Electric. Year-to-date, shares in Schneider Electric are up around 28%.

Persons: Karen Kharmandarian, Colette Kress, Warren Buffett, Rahul Ghosh, Rowe Price, Ghosh, Steven Glass, it's, Glass, Schneider Organizations: Big Tech, CNBC Pro, Nvidia, Thematics Asset Management, U.S, Robotics Fund, Berkshire Hathaway, BE Semiconductor Industries, BE Semiconductor, BE, Danaher Corp, Schneider, Pella Funds Locations: China, Snowflake, Danaher, Pella

☆ Morgan Stanley fund manager names 4 top stocks to buy 'on the cheap’
▼ + stars: | 2023-12-04 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +4 min

That was exacerbated as interest rates went up," Aaron Dunn, portfolio manager at Morgan Stanley's U.S. Value Fund, told CNBC's "Street Signs Asia" on Friday. When pressed on what stocks make good plays, Dunn responded with four names, adding: "There's a lot of opportunities out there to pick up really good companies on the cheap." It made up 2.4% of his U.S. Value Fund as of Oct. 31. Dollar Tree Elsewhere, the value investor is bullish on value store, Dollar Tree , which made up almost 3% of the U.S. Value Fund holdings, as of Oct. 31. Year-to-date shares are now up nearly 1% but this is " well under its intrinsic value," Dunn said.

Persons: —, Aaron Dunn, CNBC's, Dunn, Morgan Stanley, – they've, Clorox Organizations: Morgan, Value, Agricultural, FMC Corporation, . Value, FMC, Alcoa Corp Aluminum, Alcoa, . Value Fund Locations: Morgan Stanley's, Alcoa, China

☆ Nvidia and more: These global stocks will soar on a $324 billion autonomous vehicle boom, analysts say
▼ + stars: | 2023-11-30 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

Autonomous vehicles — or vehicles embedded with chips and sensors to enable self-driving — have been picking up steam, and several stocks make good plays on the theme, according to Fubon Research. Providers of sensors and cameras are among the autonomous vehicle related companies on Fubon Research's watch. 3008-TW YTD mountain Year-to-date share price of Largan Precision On Largan, Fubon Research's analysts pointed out that the company stands to gain from the addition of cameras in autonomous vehicles. "Cameras have become an important part of ADAS and autonomous driving. NVDA YTD mountain Year-to-date share price of Nvidia Meanwhile, Nvidia made Fubon Research's watch list thanks to its development of autonomous vehicle technologies under its NVIDIA DRIVE platform.

Persons: Fubon, Tong, — CNBC's Michael Bloom Organizations: Research, Jefferies, Autonomous, Nvidia, NVIDIA, Primax Electronics, Qualcomm Inc Locations: Taiwan, ADAS

☆ With geopolitical tensions mounting, Bernstein expects 3 defense stocks to soar 20%
▼ + stars: | 2023-11-29 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

"The rising geopolitical threats in APAC has been a driver of military spending for the Western nations. In addition, APAC countries have become more important for their own military expenditures, which present some opportunities for Western defense contractors through either exports or partnerships," they added. Quoting research from the Stockholm International Peace Research Institute , Bernstein said that global defense spending reached a record high of $2.2 trillion last year. Why is defense spending on the rise? For instance, South Korea's defense spending is high given its longstanding tensions with neighbor North Korea.

Persons: AllianceBernstein, Bernstein, Northrop Grumman, CNBC's Michael Bloom Organizations: Asia, Stockholm International Peace Research Institute, Boeing Co, Dassault Aviation, U.S Locations: Asia, Pacific, U.S, APAC, Stockholm, China, North Korea, North America, Europe, Russia, Japan, Australia, United Kingdom, India, Pakistan, Soviet, Vietnam, Philippines, Taiwan, Malaysia, Brunei

☆ ‘A year of volatility’: Morgan Stanley names its top stocks as India prepares to head to the polls
▼ + stars: | 2023-11-28 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

The investment case for India is hard to argue with, according to analysts at Morgan Stanley — but they warn that upcoming elections with "potential binary outcomes sets the market up for volatility." "Government policy remains supportive, and the RBI (Reserve Bank of India) executes a calibrated exit from its current hold stance. For Morgan Stanley, the downside, or bear case, to its forecast would see India's elections result in a change in government. Focus list of overweight-rated stocks Looking ahead to India in 2024, Morgan Stanley is overweight on companies in the financials, consumer discretionary, industrials and technology sectors. From the financial services sector, Morgan Stanley is overweight on ICICI Bank and insurer SBI Life Insurance .

Persons: Morgan Stanley —, Ridham Desai, Narendra Modi, Morgan Stanley, — CNBC's Michael Bloom Organizations: Bombay Stock Exchange, Reserve Bank of India, International Monetary Fund, Maruti Suzuki, Hindustan Aeronautics, Infosys, ICICI Bank, SBI Life Insurance Locations: India, U.S, Government, F2026E

☆ Portfolio manager explains why he has the ‘most conviction’ in this China tech stock
▼ + stars: | 2023-11-27 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

One tech giant, however, stands out to portfolio manager Brian Arcese: e-commerce player JD.com . JD.com "is on a 10% free cash flow yield [and is] continuing to grow earnings," Arcese, a portfolio manager at Foord Asset Management, told CNBC Pro Talks on Nov. 21. Around 10% of Foord Asset Management's multi-asset portfolio is currently invested in China. Additionally, some 25% of its global equity portfolio is invested in China for 2024, which Arcese notes is "massive relative to the benchmark" — which only has a 2.5% exposure to China. Meanwhile, 47 analysts have coverage of the JD.com Nasdaq-listed stock, according to FactSet.

Persons: Brian Arcese, Arcese Organizations: Baidu, JD.com, Foord Asset Management, CNBC, Nasdaq, JD, HK, Hong Kong Locations: Singapore, China, U.S, JD.com, Hong Kong

☆ Healthcare, AI and more: How one pro is investing for a 'Goldilocks' economy
▼ + stars: | 2023-11-24 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +4 min

A so-called Goldilocks economy is one which doesn't grow too quickly, or shrink too much — in other words, it's just right. "The reason they've such a high dividend yield is because there's something wrong with the company. And so, the value of the stock has gone down, which means the dividend yield is high," he said. And so, when, when I think about dividend stocks, I'm thinking about companies that pay a moderate dividend." Buy-rated stocks CNBC Pro screened for the top dividend stocks in each of the four themes Budden is looking at.

Persons: Andy Budden, it's, Budden, Eli Lilly, He's, Bard Organizations: Capital Group, U.S . Federal Reserve, CNBC Pro, Bank of America, Pharmaceutical, Novo Nordisk, Microsoft, Google

☆ Alibaba, Baidu and more: Jefferies names Asian stocks with significant 'hidden value'
▼ + stars: | 2023-11-23 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

Asian stock markets may have had a weak year, but excessive cash in the region's companies is a hidden opportunity for investors, according to Jefferies. Asian ex-cash P/E is just 9.1 times, indicating "significant value," Jefferies' analysts noted. The region's stocks are also "appealing from the shareholder return perspective," given stronger prospects of buybacks backed by free cash flows and high cash balances, they wrote. Jefferies screened for Asian companies with "significant ex-cash value and strong fundamentals," and which it said make "good candidates" for buybacks and dividends. Other Asian stocks that made Jefferies' list include Singapore's transport company ComfortDelGro and Indian oil and gas company Petronet .

Persons: Jefferies, JD.com, iPhones, — CNBC's Michael Bloom Organizations: MSCI HK, Baidu, China Communications Services, Qingdao Port International, Energy, Vipshop Holdings, Technology, Singapore South, Kia, Hyundai, Orion Corp Locations: Asia, Pacific, Japan, China, Qingdao, South Korea, Australia, Singapore, Singapore South Korean

☆ Forget Big Tech? Fund manager names 6 lesser-known tech stocks to buy instead
▼ + stars: | 2023-11-22 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +5 min

One portfolio manager, however, is shifting his focus to other tech players — particularly small mid-cap names. His comments come despite the sharp gains registered by big tech stocks which pushed the price-to-earnings ratio of the S & P 500 index to around 20 times. By contrast, the ratio is trading below 14 times when the seven Big Tech stocks are excluded, he noted. Another stock in Kharmandarian's AI and Robotics Fund fund is cybersecurity firm Crowdstrike . Electronic Design Automation Another theme on Kharmandarian's watchlist is electronic design automation — specifically companies designing the latest generations of semiconductors.

Persons: Karen Kharmandarian, Kharmandarian, bullish, Splunk Organizations: Big Tech, Apple, Microsoft, Nvidia, Tesla, Thematics Asset Management, CNBC, Robotics Fund, Cisco Systems, Cadence Design Systems, Pharmaceuticals, BioXcel Therapeutics

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