Top-ranked media analyst: ‘Never bet against the American couch potato’

Benjamin Swinburne of Morgan Stanley, one of the top-ranked media analysts on Wall Street, says changes in consumption habits over the past decade have only reinforced his view that Americans will remain big consumers of entertainment content. Consumers haven’t given up television, but instead are watching shows on demand through their tablets and other media devices, he said. And now they are buying services such as Netflix and Hulu on top of their cable subscriptions, the analyst added. During


Benjamin Swinburne of Morgan Stanley, one of the top-ranked media analysts on Wall Street, says changes in consumption habits over the past decade have only reinforced his view that Americans will remain big consumers of entertainment content.
Consumers haven’t given up television, but instead are watching shows on demand through their tablets and other media devices, he said.
And now they are buying services such as Netflix and Hulu on top of their cable subscriptions, the analyst added.
During
Top-ranked media analyst: ‘Never bet against the American couch potato’ Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2016-12-15  Authors: giovanny moreano
Keywords: news, cnbc, companies, upside, american, potato, media, analyst, couch, zero, topranked, exclusive, watching, wall, transcript, view, bet, trumpmergers, swinburne


Top-ranked media analyst: 'Never bet against the American couch potato'

Benjamin Swinburne of Morgan Stanley, one of the top-ranked media analysts on Wall Street, says changes in consumption habits over the past decade have only reinforced his view that Americans will remain big consumers of entertainment content.

“I’ve been covering this sector for 17 years. And one thing I always half-jokingly say to investors when they’re ready to assume everything’s going to zero is: Never bet against the American couch potato, because our desire to consume and actually spend money on content has continued to surprise to the upside,” Swinburne said during an in-depth conversation with CNBC’s Michael Santoli.

Consumers haven’t given up television, but instead are watching shows on demand through their tablets and other media devices, he said. And now they are buying services such as Netflix and Hulu on top of their cable subscriptions, the analyst added.

During this exclusive talk, Swinburne also discusses:

His investment outlook for the media industry under President-elect Donald Trump.

Mergers and acquisition in the space.

His favorite stocks for the months ahead.

PRO subscribers can also read the entire transcript of the exclusive interview below.


Company: cnbc, Activity: cnbc, Date: 2016-12-15  Authors: giovanny moreano
Keywords: news, cnbc, companies, upside, american, potato, media, analyst, couch, zero, topranked, exclusive, watching, wall, transcript, view, bet, trumpmergers, swinburne


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JPMorgan asset management global strategist: ‘Animal spirits’ trump fundamentals during this rally

David Lebovitz, a global market strategist at JPMorgan Asset Management, which oversees $1.8 trillion, said investors may need to rethink how they value stocks during this euphoric market rally on President-elect Donald Trump’s promises of pro-growth economic policies. What I feel like Trump’s election has done is brought out some animal spirits. There was underlying support from the fundamentals as it was, but now we got sentiment on our side,” Lebovitz said. In this in-depth interview, Lebovit


David Lebovitz, a global market strategist at JPMorgan Asset Management, which oversees $1.8 trillion, said investors may need to rethink how they value stocks during this euphoric market rally on President-elect Donald Trump’s promises of pro-growth economic policies.
What I feel like Trump’s election has done is brought out some animal spirits.
There was underlying support from the fundamentals as it was, but now we got sentiment on our side,” Lebovitz said.
In this in-depth interview, Lebovit
JPMorgan asset management global strategist: ‘Animal spirits’ trump fundamentals during this rally Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2016-12-13  Authors: giovanny moreano
Keywords: news, cnbc, companies, spirits, stocks, economic, jpmorgan, trump, trumps, investors, interview, strategist, global, seeing, animal, lebovitz, asset, management, fundamentals, rally, market


JPMorgan asset management global strategist: 'Animal spirits' trump fundamentals during this rally

David Lebovitz, a global market strategist at JPMorgan Asset Management, which oversees $1.8 trillion, said investors may need to rethink how they value stocks during this euphoric market rally on President-elect Donald Trump’s promises of pro-growth economic policies.

“The economic data was going to be fine regardless of who got elected president. What I feel like Trump’s election has done is brought out some animal spirits. And that’s why you are seeing small caps, which are up significantly since Nov. 8, you are seeing a further rally in the banks, the materials, the industrial names. There was underlying support from the fundamentals as it was, but now we got sentiment on our side,” Lebovitz said.

In this in-depth interview, Lebovitz discusses:

The main changes taking place in the investment landscape.

Best places to invest in 2017, including stocks, bonds and global markets.

Some of the key economic factors needed to keep the rally going.

Why long-term investors should add exposure to health-care stocks.

PRO subscribers can also read the entire transcript of the exclusive interview below.


Company: cnbc, Activity: cnbc, Date: 2016-12-13  Authors: giovanny moreano
Keywords: news, cnbc, companies, spirits, stocks, economic, jpmorgan, trump, trumps, investors, interview, strategist, global, seeing, animal, lebovitz, asset, management, fundamentals, rally, market


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Chart shows exactly how Trump’s tax reform could affect you

President Donald Trump’s tax plan, introduced during the campaign and outlined in more detail this week, aims to “reduce taxes across the board.” Howmuch.net, a cost information website, has created a handy infographic to help answer that question. As you’ll see in the chart below, the GOP tax plan is a simplification. He wants to reduce the number of individual tax bands from seven to three: 12 percent, 25 percent and 33 percent. “But simplifying is not necessarily the same as reducing taxes,”


President Donald Trump’s tax plan, introduced during the campaign and outlined in more detail this week, aims to “reduce taxes across the board.” Howmuch.net, a cost information website, has created a handy infographic to help answer that question. As you’ll see in the chart below, the GOP tax plan is a simplification. He wants to reduce the number of individual tax bands from seven to three: 12 percent, 25 percent and 33 percent. “But simplifying is not necessarily the same as reducing taxes,”
Chart shows exactly how Trump’s tax reform could affect you Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2016-12-08  Authors: kathleen elkins, brian blanco, getty images
Keywords: news, games, cnbc, companies, trumps, chart, affect, youll, plan, exactly, wants, reduce, website, tax, reform, week, cost, shows, taxes, information


Chart shows exactly how Trump's tax reform could affect you

President Donald Trump’s tax plan, introduced during the campaign and outlined in more detail this week, aims to “reduce taxes across the board.” But how exactly will it impact you? Will your taxes actually end up lower?

Howmuch.net, a cost information website, has created a handy infographic to help answer that question.

As you’ll see in the chart below, the GOP tax plan is a simplification. He wants to reduce the number of individual tax bands from seven to three: 12 percent, 25 percent and 33 percent.

“But simplifying is not necessarily the same as reducing taxes,” the cost information site explains.


Company: cnbc, Activity: cnbc, Date: 2016-12-08  Authors: kathleen elkins, brian blanco, getty images
Keywords: news, games, cnbc, companies, trumps, chart, affect, youll, plan, exactly, wants, reduce, website, tax, reform, week, cost, shows, taxes, information


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Cramer Remix: Why young investors should invest in speculative stocks

Cramer Remix: Why the best long term relationship for young people is with stocks 6 Hours Ago | 01:02Unless you are born with a silver spoon in your mouth, there aren’t many ways to become really wealthy. That is why Jim Cramer is so passionate about helping investors plan for a viable financial strategy. With that 10 percent average annual return, one can double their money in about seven years, Cramer said. “The magic of compounding works best the younger you are, because that means you have m


Cramer Remix: Why the best long term relationship for young people is with stocks 6 Hours Ago | 01:02Unless you are born with a silver spoon in your mouth, there aren’t many ways to become really wealthy. That is why Jim Cramer is so passionate about helping investors plan for a viable financial strategy. With that 10 percent average annual return, one can double their money in about seven years, Cramer said. “The magic of compounding works best the younger you are, because that means you have m
Cramer Remix: Why young investors should invest in speculative stocks Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2016-12-02  Authors: abigail stevenson, taglass, getty images, colin anderson
Keywords: news, games, cnbc, companies, young, cramer, best, saidfor, invest, money, 40, instance, stocks, compounding, speculative, investors, gains, magic, remix, sp


Cramer Remix: Why young investors should invest in speculative stocks

Cramer Remix: Why the best long term relationship for young people is with stocks 6 Hours Ago | 01:02

Unless you are born with a silver spoon in your mouth, there aren’t many ways to become really wealthy. That is why Jim Cramer is so passionate about helping investors plan for a viable financial strategy.

“Thanks to the magic of compounding, the earlier in your life you start investing in the market, the bigger your long-term gains can be,” the “Mad Money” host said.

For instance, if $100 is invested in the S&P 500 and it gains 10 percent in a year, that will generate $110, after another year it’s $121 and after a third year it’s $133.

The gains will continue to get larger because each year, money is made from the previous year’s profits. With that 10 percent average annual return, one can double their money in about seven years, Cramer said.

“The magic of compounding works best the younger you are, because that means you have more time for your money to grow,” Cramer said.

For instance, if a 22-year-old is just entering the work force they have more than 40 years before they retire. They can invest $10,000 in an S&P index fund right now with the anticipation that the next 40 years won’t be too different from the last 40 years.


Company: cnbc, Activity: cnbc, Date: 2016-12-02  Authors: abigail stevenson, taglass, getty images, colin anderson
Keywords: news, games, cnbc, companies, young, cramer, best, saidfor, invest, money, 40, instance, stocks, compounding, speculative, investors, gains, magic, remix, sp


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Cramer says to get involved! The best way to get your child excited about investing

Cramer says to get involved! The best way to get your child excited about investing Friday, 2 Dec 2016 | 6:25 PM ET | 04:52Jim Cramer loves the public school system, but the truth is that it cannot be relied upon to teach children about money. That means not waiting until after kids go to college to teach them about financial literacy. Once kids go to college, they will be bombarded by credit card offers that could seem irresistible. Credit-card debt on top of student loans could send someone in


Cramer says to get involved! The best way to get your child excited about investing Friday, 2 Dec 2016 | 6:25 PM ET | 04:52Jim Cramer loves the public school system, but the truth is that it cannot be relied upon to teach children about money. That means not waiting until after kids go to college to teach them about financial literacy. Once kids go to college, they will be bombarded by credit card offers that could seem irresistible. Credit-card debt on top of student loans could send someone in
Cramer says to get involved! The best way to get your child excited about investing Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2016-12-02  Authors: abigail stevenson, colin anderson, getty images, -jim cramer
Keywords: news, games, cnbc, companies, teach, college, cramer, best, system, excited, waiting, debt, truth, kids, involved, child, investing, children, way


Cramer says to get involved! The best way to get your child excited about investing

Cramer says to get involved! The best way to get your child excited about investing Friday, 2 Dec 2016 | 6:25 PM ET | 04:52

Jim Cramer loves the public school system, but the truth is that it cannot be relied upon to teach children about money.

“If you want your children to become fluent in the language of finance, you are going to have to do it yourself,” the “Mad Money” host said.

That means not waiting until after kids go to college to teach them about financial literacy. Once kids go to college, they will be bombarded by credit card offers that could seem irresistible. Credit-card debt on top of student loans could send someone into debt for decades.


Company: cnbc, Activity: cnbc, Date: 2016-12-02  Authors: abigail stevenson, colin anderson, getty images, -jim cramer
Keywords: news, games, cnbc, companies, teach, college, cramer, best, system, excited, waiting, debt, truth, kids, involved, child, investing, children, way


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Cramer breaks down your bond exposure by age — how to protect yourself from market volatility

“Depending on how old you are, there is a huge difference in how you should approach the very idea of putting your money in bonds,” Cramer said. So, for those investors under 35 who own a bunch of bonds with the idea that they will slowly make money, Cramer thinks they’re being too cautious. So, for younger investors, Cramer says putting money into bonds is a “fool’s game.” This will ensure the wealth generated from stocks is protected against the volatility of the stock market. Mad Money Twitte


“Depending on how old you are, there is a huge difference in how you should approach the very idea of putting your money in bonds,” Cramer said. So, for those investors under 35 who own a bunch of bonds with the idea that they will slowly make money, Cramer thinks they’re being too cautious. So, for younger investors, Cramer says putting money into bonds is a “fool’s game.” This will ensure the wealth generated from stocks is protected against the volatility of the stock market. Mad Money Twitte
Cramer breaks down your bond exposure by age — how to protect yourself from market volatility Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2016-12-02  Authors: abigail stevenson, rafe swan, getty images, -jim cramer
Keywords: news, games, cnbc, companies, cramer, volatility, money, exposure, bonds, idea, protect, stocks, younger, breaks, age, putting, twitter, bond, investors, wealth, market


Cramer breaks down your bond exposure by age — how to protect yourself from market volatility

“Depending on how old you are, there is a huge difference in how you should approach the very idea of putting your money in bonds.”

Stocks are a tool to make money, Cramer said, and bonds are for capital preservation — for protecting money and providing a small, steady return that can offset the impact of inflation.

“Depending on how old you are, there is a huge difference in how you should approach the very idea of putting your money in bonds,” Cramer said.

In Cramer’s perspective, many financial experts tell their clients to own more bonds a lot earlier in their lifetime than what is really necessary. An investor likely will not get rich from owning Treasury bonds. So, for those investors under 35 who own a bunch of bonds with the idea that they will slowly make money, Cramer thinks they’re being too cautious.

Even in a 401(k) and an IRA, Cramer recommends that younger investors weigh their investments very heavily toward stocks, particularly because these types of accounts will allow investors to avoid capital gains or dividend taxes. That means gains can compound tax-free year after year.

However, as investors grow older, owning Treasury bonds becomes absolutely essential because bonds are simply safer. So, once investors have used the stock market to make themselves financially independent, they should put more money into U.S. Treasuries for protection.

How much of a retirement portfolio should be kept in bonds versus stocks? Cramer broke it down by age:

20s: None

30s: 10 percent of your retirement fund; 20 percent if you are conservative

40s: 20 to 30 percent

50s: 30 to 40 percent

60s: 40 to 50 percent bonds

Post-retirement: Increase bond exposure to 60 to 70 percent

“You’re going to be living off your investments for the rest of your life, so some part of your portfolio should always be trying to create more wealth in case you live longer than you expect and need more money to support yourself,” Cramer said.

So, for younger investors, Cramer says putting money into bonds is a “fool’s game.” But as one grows older, that bond exposure should grow. This will ensure the wealth generated from stocks is protected against the volatility of the stock market.

Questions for Cramer?

Call Cramer: 1-800-743-CNBC

Want to take a deep dive into Cramer’s world? Hit him up!

Mad Money Twitter – Jim Cramer Twitter – Facebook – Instagram – Vine

Questions, comments, suggestions for the “Mad Money” website? madcap@cnbc.com


Company: cnbc, Activity: cnbc, Date: 2016-12-02  Authors: abigail stevenson, rafe swan, getty images, -jim cramer
Keywords: news, games, cnbc, companies, cramer, volatility, money, exposure, bonds, idea, protect, stocks, younger, breaks, age, putting, twitter, bond, investors, wealth, market


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Cramer highlights the magic of compounding — how to double your money in 7 years

“Show me an asset class with a better average return. With that 10 percent average annual return, one can double their money in about seven years, Cramer said. “The magic of compounding works best the younger you are, because that means you have more time for your money to grow,” Cramer said. In that case, if the average return remained at 10 percent, in 40 years that $10,000 investment will be worth more than $450,000. Mad Money Twitter – Jim Cramer Twitter – Facebook – Instagram – VineQuestion


“Show me an asset class with a better average return. With that 10 percent average annual return, one can double their money in about seven years, Cramer said. “The magic of compounding works best the younger you are, because that means you have more time for your money to grow,” Cramer said. In that case, if the average return remained at 10 percent, in 40 years that $10,000 investment will be worth more than $450,000. Mad Money Twitter – Jim Cramer Twitter – Facebook – Instagram – VineQuestion
Cramer highlights the magic of compounding — how to double your money in 7 years Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2016-12-02  Authors: abigail stevenson, taglass, getty images, -jim cramer
Keywords: news, games, cnbc, companies, highlights, cramer, best, money, return, 40, gains, compounding, town, twitter, double, magic, sp, average


Cramer highlights the magic of compounding — how to double your money in 7 years

“Show me an asset class with a better average return. You can’t do it! Stocks aren’t just the best game in town, they are really the only game in town if your goal is to grow your wealth.”

The 10 percent average return on the S&P 500 may not seem impressive at first, despite the fact that it’s more than double what one can expect from a 30-year Treasury bond and way more than what a certificate of deposit from a bank pays.

However, with an understanding of the magic of compounding, it is impressive. For instance, if $100 is invested in the S&P 500 and it gains 10 percent in a year, that will generate $110, after another year it’s $121 and after a third year it’s $133.

The gains will continue to get larger because each year, money is made from the previous year’s profits. With that 10 percent average annual return, one can double their money in about seven years, Cramer said.

“The magic of compounding works best the younger you are, because that means you have more time for your money to grow,” Cramer said.

For instance, if a 22-year-old is just entering the work force they have more than 40 years before they retire. They can invest $10,000 in an S&P index fund right now with the anticipation that the next 40 years won’t be too different from the last 40 years.

In that case, if the average return remained at 10 percent, in 40 years that $10,000 investment will be worth more than $450,000. Making that money didn’t require any stock picking or trading or even research on individual companies.

“All you have to do after you initially save that money is let it sit on the sidelines, ideally in a 401(k) plan or an IRA so that you don’t’ have to pay capital gains or dividend taxes on your gains,” Cramer said.

The same logic can be applied to those in different age groups, but it’s best to start early to get the biggest bang for your buck.

Questions for Cramer?

Call Cramer: 1-800-743-CNBC

Want to take a deep dive into Cramer’s world? Hit him up!

Mad Money Twitter – Jim Cramer Twitter – Facebook – Instagram – Vine

Questions, comments, suggestions for the “Mad Money” website? madcap@cnbc.com


Company: cnbc, Activity: cnbc, Date: 2016-12-02  Authors: abigail stevenson, taglass, getty images, -jim cramer
Keywords: news, games, cnbc, companies, highlights, cramer, best, money, return, 40, gains, compounding, town, twitter, double, magic, sp, average


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