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☆ Jim Cramer shares his thoughts on Walgreens, Home Depot, RH, Kimberly-Clark and Vornado
▼ + stars: | 2024-03-28 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +2 min

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. "They need to be in this" business, Cramer said, noting that Builders FirstSource has been one of the best stocks in the S & P 500 lately. Cramer's CNBC Investing Club owns consumer-products giant Procter & Gamble . "This whole story about commercial real estate being in trouble, other than in San Jose, we're seeing improvement everywhere," Cramer said. Within banks, the CNBC Investing Club owns shares of Wells Fargo and Morgan Stanley .

Persons: Jim Cramer's, Jim Cramer, it's, Cramer, You've, Clark, They've, Morgan Stanley, Vornado Organizations: CNBC, Club, Walgreens Boots Alliance, Walgreens, Home Depot, Procter & Gamble, Vornado Realty Locations: San Jose, Wells Fargo

☆ BMO says there's a buying opportunity in small caps, gives a list of the best ones to buy
▼ + stars: | 2024-03-27 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

Since the start of the year, the S & P MidCap 400 index and S & P SmallCap 600 index have added 8.2% and 0.2%, respectively. The large-cap S & P 500, meanwhile, has gained roughly 9.5%. March has proved to be a better month for so-called SMID-cap stocks, however, with the S & P MidCap 400 gaining about 4%, while its large-cap counterpart has added 2.4%. To play this trend, he listed several stocks in BMO's SMID-cap universe that the firm rates as outperform. Other top stocks included in BMO's SMID-cap coverage include social media company Snap , discount retailer Ross Stores and electric power and natural gas supplier Constellation Energy .

Persons: Brian Belski, Belski, Piper Sandler, Thomas Champion, Morgan Stanley, Keith Bachman Organizations: BMO Capital Markets, BMO, BMO's, Software, BMO Capital, Ross Stores, Constellation Energy Locations: Tuesday's, Real

☆ Here are investor Jenny Harrington's top income plays — and they all yield around 6% or higher
▼ + stars: | 2024-03-27 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

When income investor Jenny Harrington looks for top dividend stocks, names like Whirlpool come to mind. The home appliance manufacturer not only has a 6% dividend yield, but it has also gotten very cheap, Harrington said. She buys names that have a "reasonably high dividend yield" for her portfolio, which typically generates a 5% dividend yield or better. "We specifically focus on dividend income rather than dividend growth, because the objective of our portfolio is to generate a strong and sustainable income stream for our clients," Harrington said. WHR 1Y mountain Whirlpool's one-year performance She would also like to see the potential for earnings growth in the names she buys.

Persons: Jenny Harrington, Harrington, Jay Brown, Anthony Melone, Ted Miller, William Brown, cyclically Organizations: Whirlpool, Asset Management, Dow Jones U.S, SEC, Investment Management, Crown Castle, Clearway Energy, Clearway, L3Harris Technologies

☆ Morgan Stanley sees upside for these senior housing stocks as the U.S. population ages
▼ + stars: | 2024-03-25 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Americans are getting grayer — and that could be a windfall for senior housing. Both own senior housing properties. In addition, there is a rising need for senior care. "This population of seniors that may need higher quality services and care is significantly greater than the ~3.0% of seniors that are currently living in senior housing facilities," the firm's analysts said. American Healthcare should see the greatest operating upside from senior housing facilities, they said.

Persons: grayer, Morgan Stanley, Sarah Wolfe, Welltower Organizations: Healthcare, National Center for Health Statistics

☆ A notorious stock-market bear who called the 2000 and 2008 declines warns that conditions are 'consistent with the risk of an abrupt air-pocket, panic, or crash' — and the S&P will fall 50%-70%
▼ + stars: | 2024-03-23 | by ( William Edwards | ) www.businessinsider.com time to read: +7 min

Hussman FundsThese levels indicate the S&P 500 is likely to return around -5% annualized over the next 12 years, according to Hussman's math. AdvertisementBy the time the current market cycle bottoms out, the S&P 500 could well have fallen by 50%-70%, Hussman said. He predicted in 2000 that the S&P 500 would likely see negative total returns over the following decade, which it did. He predicted in April 2007 that the S&P 500 could lose 40%, then it lost 55% in the subsequent collapse from 2007 to 2009. The S&P 500, by comparison, is up about 33% over the past year.

Persons: —, John Hussman's, Hussman, he's, we've, Jeremy Grantham, Grantham, There's, David Rosenberg, Merrill Lynch's, Gary Shilling Organizations: Service, Hussman Investment Trust, Business, Exchange, Federal Locations: Miami

☆ Warren Buffett's favorite market gauge hit a 2-year high, signaling stocks are heavily overvalued and could crash
▼ + stars: | 2024-03-22 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +3 min

download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewWarren Buffett's favorite market gauge has surged to a two-year high of 184%, signaling stocks are overvalued and could suffer a devastating crash. Investors use it to compare the overall value of the stock market to the size of the national economy. It also relies on GDP, which excludes overseas income, whereas US stocks price in the value of companies' domestic and international operations. AdvertisementYet the metric's return to the lofty levels that preceded past market disasters is a clear red flag for some experts.

Persons: —, Warren, Buffett, yardstick, Buffett's yardstick, John Hussman, Paul Dietrich, Riley Wealth Organizations: Service, Business, Wilshire Indexes, Wilshire, Nvidia, Microsoft, Federal, Nasdaq, Hussman Investment Trust Locations: Wilshire, Berkshire

☆ Bank of America sees opportunity in dividend stocks. Here are a few names it's highlighting
▼ + stars: | 2024-03-22 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Select dividend stocks could help boost investors' portfolio returns as the U.S. economy continues to improve, according to Bank of America. Investors should seek out companies with above-market dividend yields that are secure, not stretched, Subramanian advised. Among the energy names on the list is Chevron , which has a 4.2% dividend yield. The stock has an average rating of overweight and 14% upside to the average analyst price target, according to FactSet. Meanwhile, with Fifth Third Bancorp , investors can enjoy a 3.8% dividend yield.

Persons: Savita Subramanian, Subramanian, Russell, Michael Wirth, CNBC's Organizations: Bank of America, Investors, Chevron, American Electric Power, Consolidated Edison, Utilities, Fifth Third Bancorp, Bancorp, Essex, Hotels, Resorts Locations: U.S

☆ CNBC Daily Open: U.S. consumer sentiment stays stable amid inflation worries
▼ + stars: | 2024-03-19 | by ( Sumathi Bala | ) www.cnbc.com time to read: +2 min

This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Overnight, U.S. stocks ended higher with the Federal Reserve's policy meeting in focus. [PRO] Bullish on PalantirBrian Stutland of Equity Armor Investments calls Palantir a "promising AI investment" and a "serious player" in the space. They are really starting to become very creative in the AI world," he said of the company, known for its government contract work in defense and intelligence.

Persons: Jensen Huang, Blackwell, Amin Nasser, Brian Stutland, Palantir Organizations: CNBC, Nikkei, CSI, Federal, Dow, Nasdaq, Bank of Japan, Equity, Investments Locations: Seng, Bank, San Jose, Aramco, Saudi Aramco

The BOJ will now look to utilize its short-term interest rate as its primary policy tool. It will employ an interest rate of 0.1% to current account balances held by financial institutions at the central bank from March 21, while encouraging the uncollateralized overnight call rate (another interest rate used as a policy lever by the bank) to remain at around 0 to 0.1% — effectively raising interest rates from -0.1% previously. It would resort to "nimble responses" in the form of increased Japan government bond purchases and fixed-rate purchases of JGBs, among other things, if there is a rapid rise in long-term interest rates. Japanese investors have looked elsewhere for better returns given years of artificially depressed interest rates in their home market. The Fed is due to announce its own interest rate decision on Wednesday.

Persons: Japan Alexander Spatari, Kazuo Ueda, Rob Carnell, BOJ, Ueda, Michael Brown, —, JGBs, Vishnu Varathan, Hayden Briscoe, Briscoe Organizations: Japan's, Japan Inc, Asia, ING, CNBC, Mitsubishi UFJ Financial Group, Sumitomo Mitsui Financial Group, Mizuho Financial Group, Bank of America, Barclays, U.S . Federal, UBS Asset Management Locations: Dotonbori, Japan, Japan's, U.S, Mizuho's, Asia

☆ Japan's central bank just raised interest rates for the first time in 17 years
▼ + stars: | 2024-03-19 | by ( Yuri Kageyama | Associated Press | ) www.businessinsider.com time to read: +4 min

Read previewTOKYO (AP) — Japan's central bank raised its benchmark interest rate Tuesday for the first time in 17 years, ending a longstanding policy of negative rates meant to boost the economy. The short-term rate was raised to a range of 0 to 0.1% from minus 0.1% at a policy meeting that confirmed expectations of a shift away from ultra-lax monetary policy. The negative interest rate policy, combined with other measures to inject money into the economy and keep borrowing costs low, "have fulfilled their roles," the bank said in a statement. The Japanese central bank's policy is quite different from those of the US Federal Reserve and the European Central Bank. Analysts expect the Bank of Japan to continue to move slowly on further raising interest rates.

Persons: —, Kazuo Ueda, Haruhiko Kuroda Organizations: Service, Business, Bank of, Bank of Japan, US Federal Reserve, European Central Bank Locations: Japan, Bank of Japan, U.S, China

☆ Bank of Japan hikes rates for the first time in 17 years in a historic shift, abolishes yield curve control
▼ + stars: | 2024-03-19 | by ( Clement Tan | In Clemtan | ) www.cnbc.com time to read: +2 min

Japan's central bank raised interest rates on Tuesday for the first time since 2007, ending the world's last negative rates regime on early signs of robust wage gains this year. The BOJ raised its short-term interest rates to around 0% to 0.1% from -0.1%, according to its statement at the end of its two-day March policy meeting. Japan's negative rates regime had been in place since 2016. The BOJ also announced the abolition of its radical yield curve control policy for 10-year Japanese government bonds, which the central bank has employed to target longer-term interest rates by buying and selling bonds as necessary. The Bank of Japan expects higher salaries to lead to a virtuous spiral with domestic demand fueling inflation.

Persons: BOJ, Kazuo Ueda Organizations: Japan Inc, Bank of Japan Locations: Japan, Japan's

TOKYO (AP) — Japan’s central bank raised its benchmark interest rate Tuesday for the first time in 17 years, ending a longstanding policy of negative rates meant to boost the economy. The negative interest rate policy, combined with other measures to inject money into the economy and keep borrowing costs low, “have fulfilled their roles,” Bank of Japan Gov. But it had remained cautious about “normalizing” monetary policy, or ending negative borrowing rates, even after data showed inflation at about that rate in recent months. Ueda said there was “a positive cycle” of a gradual rise of wages and prices, while stressing that monetary policy will remain easy for some time. The Japanese central bank's policy is quite different from those of the U.S. Federal Reserve and the European Central Bank.

Persons: “, Kazuo Ueda, Ueda, Harumi Taguchi, Haruhiko Kuroda, ___ Yuri Kageyama Organizations: TOKYO, ” Bank of Japan Gov, Bank of, Analysts, P Global Market Intelligence, U.S . Federal Reserve, European Central Bank, Bank of Japan Locations: Japan, Bank of Japan, U.S, China

☆ A 35-year investing veteran explains how to accelerate retirement returns that beat the S&P 500 by transferring part of an IRA into a real estate fund. Plus, the 3 main risks.
▼ + stars: | 2024-03-16 | by ( Laila Maidan | ) www.businessinsider.com time to read: +6 min

Investing without owningLike real-estate investment trusts (REITs), real-estate funds provide exposure to the tangible asset class without owning and managing property. Investing directly through a private real-estate fund would take a few extra steps. The process requires an investor to identify a real-estate fund of interest. Once that's completed, funds from the retirement account are directly transferred into the real-estate fund. It's also important to read the terms of each fund; some may have added costs for repairs, expenses, and maintenance, which your IRA funds would cover.

Persons: Paul Daneshrad, Daneshrad, He's, we're, Dow, there's, Roth, that's, Gary Diamond, Fishman, Diamond, It's Organizations: Starpoint, Business, Federal, CPA

☆ 'Nearing exhaustion': Top strategists warn that weaker consumer spending could cause US stocks to run out of steam — but 22 investments can thrive during a market reversal
▼ + stars: | 2024-03-16 | by ( James Faris | ) www.businessinsider.com time to read: +10 min

Eight economists, investment chiefs, and strategists that Business Insider recently spoke to credited healthier-than-anticipated consumer balance sheets and spending for the continued expansion. "Either that, or they're going to be maxed out — they can't get any more money. They're not going to have any liquidity to be able to continue to do the things they're going to do." He's also sticking with defensive stocks as consumer spending softens, including those in the consumer staples sector like Clorox (CLX) and Procter & Gamble (PG). Real estate is a "hated asset class" that's negatively correlated with interest rates, Sekera said.

Persons: shouldn't, Kevin Gordon, Charles Schwab, they're, Sue Crotty, Ed Clissold, Ned Davis, Clark Bellin, Bellin, David Rosenberg, They're, Rob Swanke, Swanke, Preston Caldwell, Morningstar's, Dave Sekera, Sekera, Christopher Barto, Gordon, Clissold, He's, Morningstar's Sekera, Crotty, Segal Marco Advisors, She's, Barto, that's Organizations: Business, Consumers, Segal Marco, Ned, Ned Davis Research, Commonwealth Financial Network, Nasdaq, Morningstar, Fort Pitt Capital Group, Procter, Gamble, Federal Reserve, Exxon, APA Corp, Duke Energy, Segal, Energy, Healthcare Locations: Devon, Real, NiSource

☆ These deep value stocks have strong balance sheets and solid earnings, Wolfe Research says
▼ + stars: | 2024-03-15 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Some hidden gems still exist within the large numbers of stocks trading at sky-high prices, according to Wolfe Research. In a recent note, the research firm released its list of top deep value companies, which have strong earnings and balance sheets. The company's 2024 free cash flow yield is estimated at around 4%, per Wolfe. The company reported revenue for the fourth quarter that came in ahead of analysts' expectations, per FactSet, and it declared a cash dividend of 45 cents per share. Alliance Resource Partners sports a 14.2% dividend yield, but shares are down more than 7% in 2024.

Persons: Wolfe, Ford, Buckle, Cousins Organizations: Wolfe Research, Nvidia, AAA, Ford, Star, Carriers, Resource Partners

☆ Morgan Stanley's guide to investing in AI as use of the technology spreads
▼ + stars: | 2024-03-14 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Morgan Stanley is offering up alternative ways to play artificial intelligence beyond the usual tech "enablers" that have come to dominate investor attention. A report issued Tuesday entitled "15 Ways to Play AI" anticipates a "broadening out of the AI theme over the remainder of 2024 and into 2025" and notable AI adoption in areas such as gaming, education and biotechnology. The study, an outgrowth of Morgan Stanley's technology, media and telecom investment conference last week, highlights "the Tech Diffusion theme from all angles and all geographies." Against this backdrop, here are some of Morgan Stanley's top picks as AI broadens out: Several popular technology stocks made the list alongside AI mainstays such as Nvidia , Microsoft and Alphabet . Morgan Stanley included workplace management software company Asana on two of its AI lists, one of companies that are likely to get a productivity boost from AI, and another that highlighted "Global Adopters" of AI.

Persons: Morgan Stanley, Morgan, Edward Stanley, —, Stanley, Morgan Stanley's, Oracle, Asana, Baker Hughes, Prologis, AbbVie Organizations: Microsoft, Meta, Edge, Companies, Nvidia, Apple, Baidu, Palantir Technologies Locations: London, Europe, ASAN

☆ How Wealthy Investors Got Rich Looting America's Needy Hospitals
▼ + stars: | 2024-03-11 | by ( Bethany Mclean | ) www.businessinsider.com time to read: +21 min

That added to the massive debt burdens already placed on the hospitals by their for-profit owners, deepening their financial woes. In January, MPT reported that its biggest tenant, a nationwide chain of 32 hospitals called Steward, could no longer pay its rent. The core idea was simple: to buy hospital real estate, pocket the lease payments, and use the money to reward investors. The more hospital real estate that MPT buys, the more money it makes in rent payments from the hospitals. But that doesn't mean that MPT's leaders didn't get rich off its hospital deals.

Persons: Leonard Green, Sherman Cahal, Rob Simone, Hedgeye, MPT, Steward —, Justin Simon, Jasper Capital, they've, Ed Aldag, Eddie Lampert's, Eileen Appelbaum, Rosemary Batt, MTP, Marc Rowan, Richard Mortell, Leonard Green couldn't, they'd, Stephen Feinberg, Ralph de la Torre, Steward, Simone, Cerberus, Chandan Khanna, That's, de la, de la Torre, la Torre, Amaral, Aldag, Apollo, Eileen O'Grady, Moody's, didn't, Sen, Chuck Grassley Organizations: Northside Regional Medical Center, Ohio Valley Medical, East Ohio Regional Hospital, Luke's Medical, Glenwood Regional Medical Center, Medical Properties Trust, Jasper, Sears, Bain Capital, Affordable, Cornell University, Business, Third Coast Real Estate Capital, Cerberus, Health Care, Boston Globe, Bloomberg, Getty, Easton Hospital, Local, de la Torre, la, MediaNews, Boston Herald, Prospect, Private, Yale New Haven Health, Yale, Apollo, MPT, SEC, Republican, Senate Finance Locations: Youngstown , Ohio, Ohio, Wheeling , West Virginia, Martins Ferry , Ohio, St, Luke's, Phoenix, Massachusetts, West Virginia, California , Pennsylvania, Texas, Pennsylvania, Louisiana, America, Alabama, MPT, Greater Boston, Steward, Easton, Lehigh, Elizabeth's, Boston, Connecticut, it's

☆ McDonald’s and other restaurant chains look to the Sun Belt for growth as population soars
▼ + stars: | 2024-03-09 | by ( Amelia Lucas | ) www.cnbc.com time to read: +7 min

The chain's sales are "way stronger" in Texas, Arizona and Florida than in midwestern states such as Indiana and Wisconsin, according to Osanloo. For more mature companies such as McDonald's , it means accelerating new restaurant growth in areas where it's now underrepresented. It isn't just restaurants looking to the Sun Belt for sales growth. In addition to well-known chains, Greider has also seen restaurants with chef-driven name recognition traveling south from New York and Chicago. The chain's sales are growing again, according to Brix Holdings CEO Sherif Mityas, making it an opportune time to expand Friendly's footprint.

Persons: Portillo's, Michael Osanloo, you've, Justin Greider, Macy's, Phillips, Manu Steijaert, Greider, they've, that's, Carbone, Friendly's, Sherif Mityas, Mityas, we're, Christine Barone Organizations: Beef, CNBC, Northeast, Sun, Airlines, Dallas, Phillips Edison & Company, JPMorgan, Grill, Major Food Group, Brix Holdings, Brix, Bros Locations: Kissimmee , Florida, Chicago, Texas, Texas , Arizona, Florida, Indiana, Wisconsin, U.S, Midwest, Charlotte, Phoenix, Houston, Dallas, Fort Worth, Atlanta, Florida , Texas , Arizona, Georgia, North Carolina, New York, Miami, Massachusetts, Mississippi, Minneapolis, Southern California, California, Virginia

☆ Income investors hate dividend cuts, but here's why they could provide an attractive opportunity in some cases
▼ + stars: | 2024-03-08 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Dividend stocks usually take a hit when they decrease their payouts, but investors may not want to count some of them out, according to Morgan Stanley. While many companies instituted large dividend decreases, there are several that announced dividend cuts of 30% or less. Shares of Annaly are up 1% in 2024, and the dividend yield is 13.3%. That's about a 20% quarter-over-quarter decrease, per Morgan Stanley. Shares are up 10% this year, and they offer a dividend yield of 0.4%.

Persons: Morgan Stanley, Todd Castagno, Castango, Russell, David Finkelstein, Raul Jacob Ruisanchez Organizations: Annaly Capital Management, Southern Locations: Southern

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Super Micro, Eli Lilly, Lyft, DoorDash, Disney & more
▼ + stars: | 2024-03-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

UBS upgrades Norfolk Southern to buy from neutral UBS said it sees margin improvement for the railroad. Goldman Sachs initiates Super Micro as neutral Goldman said the stock is an "AI winner" but that valuation is full right now. UBS reiterates Eli Lilly as buy UBS raised its price target on the stock to $910 per share from $810. UBS reiterates Nvidia as buy UBS said it's sticking with its buy rating after a series of investor meetings with the company." Argus upgrades New York Times to buy from neutral Argus said it sees revenue growth for the newspaper company. "

Persons: Morgan Stanley, Disney, Piper Sandler, Piper, Guggenheim, Baird, SQSP, Goldman Sachs, Goldman, Bernstein, Tesla, underperform Bernstein, Eli Lilly, Wells, Melius, Citi downgrades Ferrari, Jefferies, Evercore, it's, Rosenblatt, Snowflake, Slootman's Organizations: BROS, Guggenheim, GSK, UBS, Norfolk Southern, Micro, JPMorgan, Nvidia, Kyverna Therapeutics, FLT, UDR, Conservative, America Health, RBC, Apple, Citi, Ferrari, Jefferies, BP, Barclays, Barclays downgrades, ISI, Toast Inc, Bank of America, Ball Corp, of America, Broadcom, New York Times Locations: Norfolk, China, New

☆ Here are JPMorgan's favorite stocks heading into March
▼ + stars: | 2024-03-04 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

JPMorgan added three new stocks into its list of top stocks heading into March, including two real estate investment trusts. The bank updated its focus list in a Friday note to include Annaly Capital , Ascendis Pharma and EPR Properties . His $20 price target implies that shares could rise nearly 4% from their Friday close. Here are some of the other top picks that made JPMorgan's list: Returning names to the list include growth stock Danaher , which is up nearly 11% this year. Analyst Tami Zakaria's $385 price target implies shares could rise more than 14% from Friday's close.

Persons: Richard Shane, Anthony Paolone, Jessica Fye, Rachel Vatnsdal's, Tami Zakaria's Organizations: JPMorgan, Annaly, Ascendis Pharma, Caterpillar Locations: Friday's

☆ Here are Thursday's biggest analyst calls: Tesla, Apple, Microsoft, Delta, Disney, Snowflake, Okta, Salesforce & more
▼ + stars: | 2024-02-29 | by ( Michael Bloom | ) www.cnbc.com time to read: +10 min

Goldman Sachs reiterates Salesforce as buy Goldman said it's standing by its buy rating following the company's robust earnings report on Wednesday. "Multiple high-profile catalysts should double revs by FY28 & support an Outperform rating with a $54 PT." "We initiate coverage of Gates Industrial (GTES) with a Buy rating and $21 price target. The more aggressive stance follows a near week long sell-off in COLD shares following 4Q results and initial 2024 guidance." Goldman Sachs reiterates Microsoft as buy Goldman said it's standing by its buy rating after a meeting with Microsoft investor relations.

Persons: Jefferies, Roth, Roth MKM, Morgan Stanley downgrades Snowflake, Morgan Stanley, Goldman Sachs, Salesforce, Goldman, it's, TD Cowen downgrades Macy's, Telsey, TD Cowen, Wells, Needham, " Jefferies, Tesla, Coupang, Baird, Cantor Fitzgerald, Cantor, Gates, Piper Sandler, Piper, Raymond James, William Blair, Gordon Haskett downgrades, Haskett, Frank Slootman's Organizations: Jefferies, Barrick Gold, NEM, UBS, Apple, Mar, Bitdeer Technologies, BTC, Citi, United Airlines, Delta, Delta Air Lines Inc, DAL, Deere & Company, American Airlines Citi, Catalyst Watch, Reliance, Star India, JV, UBS downgrades Republic Services, Downside, RBC, Xenia Hotels, Resorts, Deutsche Bank, Deutsche, Products, Gates, NTR, LXU, UW, Bank of America, underperform Bank of America, Realty Trust, Fidelity, Korn, Microsoft, Macquarie Locations: U.S, China, American's, DIS's, Xenia, Federal, Korea

☆ Here are Monday's biggest analyst calls: Nvidia, Alphabet, Salesforce, Arm, CVS, BJ's, Super Micro & more
▼ + stars: | 2024-02-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Morgan Stanley reiterates Target at overweight Morgan Stanley stood by its overweight rating on the department store owner. Morgan Stanley reiterates Salesforce as overweight Morgan Stanley said it likes the setup heading into earnings later this week. Morgan Stanley upgrades HashiCorp to overweight from equal weight Morgan Stanley said the software company has a compelling valuation. Morgan Stanley upgrades AvalonBay to overweight from equal weight Morgan Stanley said apartment REIT stocks like AvalonBay are '"cheap for a reason." Morgan Stanley upgrades Sun Country to overweight from equal weight Morgan Stanley said it likes the airline's business model.

Persons: Goldman Sachs, Goldman, Morgan Stanley, Salesforce, Rosenblatt, Jefferies, Amer, Wells, Jane Fraser, Roth MKM, Roth, TD Cowen, TD, DA Davidson, OW, Fannie Mae, KBW, Freddie, Truist, it's, Piper Sandler, Piper, Bentley Organizations: Nvidia, BMO, Apollo, Amer Sports, Citi, Citigroup, Bank of America, KKR, APO, BJ's Wholesale, D.A, Susquehanna, Energy, HSBC downgrades Moderna, HSBC, Moderna, Google, YouTube, " Bank of America, Omega Healthcare, Sun, DuPont's Mobility, JPMorgan, Navy, Bentley Systems Locations: USD75, Asana, ASAN

☆ British banker Jacob Rothschild dies aged 87
▼ + stars: | 2024-02-26 | by ( ) www.cnbc.com time to read: +2 min

Jacob Rothschild attending the Belle Epoque Gala Dinner at The National Gallery on March 16, 2006 in London, England. British financier Jacob Rothschild, a senior member of one of Europe's best-known banking dynasties, has died at the age of 87, his family announced on Monday. Rothschild was also known for being a long-standing patron of the arts, and was trustee of Britain's National Gallery between 1985 and 1991. Ed Vaizey, Britain's former culture minister, paid tribute to Rothschild on X, describing him as one of the country's greatest cultural philanthropists. The Rothschild banking family traces its roots back to 18th century Frankfurt, from where different family members moved to cities across Europe to build out banking businesses.

Persons: Jacob Rothschild, Rothschild, St James's, Ed Vaizey Organizations: Belle, UK's Press Association, NM Rothschild, Sons, Rothschild Assurance Group, St, RIT Capital Partners, Rothschild Foundation Locations: London, England, British, Israel, NM, Waddesdon, Frankfurt, Europe

☆ How a century-old investment firm with $288 billion in assets identifies the companies set to dominate much of the stock market's outperformance, according to one of its fund managers
▼ + stars: | 2024-02-22 | by ( Laila Maidan | ) www.businessinsider.com time to read: +8 min

It's also a short-sighted approach as far as Baillie Gifford, an investment management firm with $288 billion under management, is concerned. Advertisement"Our investment approach is bottom up," said Gemma Barkhuizen, an investment manager at the firm and one of the decision-makers on the Baillie Gifford Long Term Global Growth Fund. Another example is Nvidia, which is the largest holding within the long-term fund at 1.22%. A bottom-up, stock-picking strategyThe research framework that is the bedrock of the filtering process for the long-term fund looks at 10 key variables. What societal considerations are most likely to prove material to the long-term growth of the company?

Persons: —, It's, Baillie Gifford, Baillie Gifford's, Gemma Barkhuizen, Barkhuizen, Baillie, Roblox, that's, it's, aren't, isn't Organizations: Service, Business, PDD Holdings, Nvidia, Companies Locations: China

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