Morgan Stanley loves these stocks into earnings, while others on Wall Street do not

Morgan Stanley gave clients a bunch of earnings stock picks where the firm’s view differs from the rest of Wall Street. Overall, Morgan Stanley said guidance for the second half of 2019 is too high and it expects companies to temper expectations for the rest of the year. Morgan Stanley said many investors are worried about newly public ride-hailing company Uber’s path to profitability as well as “growth durability.” Morgan Stanley said next week it expects a judge to rule in PG&E’s favor regardi


Morgan Stanley gave clients a bunch of earnings stock picks where the firm’s view differs from the rest of Wall Street. Overall, Morgan Stanley said guidance for the second half of 2019 is too high and it expects companies to temper expectations for the rest of the year. Morgan Stanley said many investors are worried about newly public ride-hailing company Uber’s path to profitability as well as “growth durability.” Morgan Stanley said next week it expects a judge to rule in PG&E’s favor regardi
Morgan Stanley loves these stocks into earnings, while others on Wall Street do not Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-07-18  Authors: maggie fitzgerald
Keywords: news, cnbc, companies, wall, stock, view, reports, street, loves, sees, stanley, growth, analysts, morgan, stocks, company, earnings


Morgan Stanley loves these stocks into earnings, while others on Wall Street do not

Dara Khosrowshahi, chief executive officer of Uber Technologies speaks on a webcast during the company’s initial public offering on the floor of the New York Stock Exchange, May 10, 2019.

Morgan Stanley gave clients a bunch of earnings stock picks where the firm’s view differs from the rest of Wall Street.

The firm highlighted stocks including Uber and American Express, where it sees a chance for a rally within the next two months.

“For each of these stocks, our analyst has a view that diverges from the Street’s, and expects a near-term event to drive the stock as the market’s view moves closer to ours,” Morgan Stanley said in a note to clients Thursday.

Earnings season began this week with 64 S&P 500 companies reporting earnings as of Thursday morning, according to FactSet. Overall, Morgan Stanley said guidance for the second half of 2019 is too high and it expects companies to temper expectations for the rest of the year.

But there are some opportunities. Other stocks the firm is betting on into reports include PG&E and Gilead Sciences.

Morgan Stanley said many investors are worried about newly public ride-hailing company Uber’s path to profitability as well as “growth durability.”

However, “we like this set-up…particularly as we’re entering a 2H of easing Y/Y ride sharing growth compares, an (assumed) relatively stable competitive landscape in the US and abroad, and a still-long runway,” analysts said. Uber’s ability to beat near-term ride sharing bookings is “key to turning investor sentiment and interest,” they said.

Uber reports on August 8.

Morgan Stanley said next week it expects a judge to rule in PG&E’s favor regarding its exclusive right to offer a bankruptcy pre-organization plan, months after the deadly California wildfires. Analysts said the favorable ruling will remove overhang for the stock.

The firm’s analysts are betting that biotech company Gilead Science’s HIV franchise will help drive a beat on second-quarter revenue.

“We are also lower on 1H spending, which in combination with higher revenues would position GILD well for a 2Q19 EPS beat,” the analysts said.

Gilead reports on July 30.

American Express is the only company on the Morgan Stanley’s list in the financial sector. The firm said it sees revenue growth recceleration for the company on the back of a “fading” U.S. dollar strength, strong retail sales growth, “wealth effect on Amex cardmember spending,” and low interest rates.

American Express reports July 19.

On the bearish side, Morgan Stanley see’s near-term downside for industrial supply company W.W. Grainger. Analysts said the company will be forced to lower prices as “underlying demand appears to have decelerated.”

— with reporting from CNBC’s Michael Bloom


Company: cnbc, Activity: cnbc, Date: 2019-07-18  Authors: maggie fitzgerald
Keywords: news, cnbc, companies, wall, stock, view, reports, street, loves, sees, stanley, growth, analysts, morgan, stocks, company, earnings


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Janelle Monáe spent all her money at thrift stores before she made it big

7 Hours AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. Before Janelle Monáe was a Grammy-nominated singer-songwriter, she lived with six other girls in a boarding house and sometimes spent her gas money at the thrift store. Today, she’s a style icon.


7 Hours AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. Before Janelle Monáe was a Grammy-nominated singer-songwriter, she lived with six other girls in a boarding house and sometimes spent her gas money at the thrift store. Today, she’s a style icon.
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Janelle Monáe spent all her money at thrift stores before she made it big

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Before Janelle Monáe was a Grammy-nominated singer-songwriter, she lived with six other girls in a boarding house and sometimes spent her gas money at the thrift store. Today, she’s a style icon.


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Mythbusters’ Adam Savage: I spent $15,000 building one costume

4 Hours AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. Adam Savage discusses his favorite costume build that took him over a decade to create and premiere at San Diego’s Comic-Con.


4 Hours AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. Adam Savage discusses his favorite costume build that took him over a decade to create and premiere at San Diego’s Comic-Con.
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Mythbusters' Adam Savage: I spent $15,000 building one costume

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Adam Savage discusses his favorite costume build that took him over a decade to create and premiere at San Diego’s Comic-Con.


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Here’s how to know if you’re confident or arrogant at work

7 Hours AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. CNBC contributor Suzy Welch explains why it’s integral to your success that you approach your career with confidence instead of arrogance. She put together a quiz so you can find out which camp you belong in.


7 Hours AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. CNBC contributor Suzy Welch explains why it’s integral to your success that you approach your career with confidence instead of arrogance. She put together a quiz so you can find out which camp you belong in.
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Here's how to know if you're confident or arrogant at work

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To view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again.

CNBC contributor Suzy Welch explains why it’s integral to your success that you approach your career with confidence instead of arrogance. She put together a quiz so you can find out which camp you belong in.


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Inside Jackie Kennedy & Aristotle Onassis’ former yacht, renting at $627,505 a week

19 Hours AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. For approximately $627,505 a week, you can rent a yacht formerly owned by Aristotle Onassis and Jacqueline Kennedy Onassis, former First Lady of the United States.


19 Hours AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. For approximately $627,505 a week, you can rent a yacht formerly owned by Aristotle Onassis and Jacqueline Kennedy Onassis, former First Lady of the United States.
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Inside Jackie Kennedy & Aristotle Onassis' former yacht, renting at $627,505 a week

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For approximately $627,505 a week, you can rent a yacht formerly owned by Aristotle Onassis and Jacqueline Kennedy Onassis, former First Lady of the United States.


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The $26 million Tahoe mansion of Harrah’s casino founder is for sale

8:59 AM ET Sun, 14 July 2019To view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. William Harrah’s 1963 Lake Tahoe mansion is on sale for $25.75 million. It’s rumored to have had a private tunnel for exclusive celebrity guests to enter the property. The home features over 20,000 square feet of interior space, including a private pier, outdoor swimming pool, and home th


8:59 AM ET Sun, 14 July 2019To view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. William Harrah’s 1963 Lake Tahoe mansion is on sale for $25.75 million. It’s rumored to have had a private tunnel for exclusive celebrity guests to enter the property. The home features over 20,000 square feet of interior space, including a private pier, outdoor swimming pool, and home th
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The $26 million Tahoe mansion of Harrah's casino founder is for sale

8:59 AM ET Sun, 14 July 2019

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William Harrah’s 1963 Lake Tahoe mansion is on sale for $25.75 million. It’s rumored to have had a private tunnel for exclusive celebrity guests to enter the property. The home features over 20,000 square feet of interior space, including a private pier, outdoor swimming pool, and home theater.


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How a couple making $200K in San Francisco spends their money

How a couple making $200K in San Francisco spends their money11:48 AM ET Thu, 11 July 2019To view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. Scott and Rachel make $200K a year living in San Francisco. This is how they spend their money together.


How a couple making $200K in San Francisco spends their money11:48 AM ET Thu, 11 July 2019To view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. Scott and Rachel make $200K a year living in San Francisco. This is how they spend their money together.
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How a couple making $200K in San Francisco spends their money

How a couple making $200K in San Francisco spends their money

11:48 AM ET Thu, 11 July 2019

To view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again.

Scott and Rachel make $200K a year living in San Francisco. This is how they spend their money together.


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Here’s who benefits from the Fed cutting interest rates

3 Hours AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. Sallie Krawcheck, Co-founder and CEO of Ellevest says the rate cuts can be good for some but bad for others.


3 Hours AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. Sallie Krawcheck, Co-founder and CEO of Ellevest says the rate cuts can be good for some but bad for others.
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Here's who benefits from the Fed cutting interest rates

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Sallie Krawcheck, Co-founder and CEO of Ellevest says the rate cuts can be good for some but bad for others.


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Michael Horn: How to tell if your degree is worth the money

1 Hour AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. Michael Horn of The Christensen Institute explains how much debt you should incur if you’re looking to enroll in college.


1 Hour AgoTo view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again. Michael Horn of The Christensen Institute explains how much debt you should incur if you’re looking to enroll in college.
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Michael Horn: How to tell if your degree is worth the money

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To view this site, you need to have JavaScript enabled in your browser, and either the Flash Plugin or an HTML5-Video enabled browser. Download the latest Flash player and try again.

Michael Horn of The Christensen Institute explains how much debt you should incur if you’re looking to enroll in college.


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Here are the biggest analyst calls of the day: Chewy, 3M, Square & more

J.P. Morgan downgraded Marriott on valuation amongst other things. “We move MAR to Neutral, from Overweight, as recent share outperformance, peak valuation, an extended cycle and decelerating industry trends all point to diminished upside from here. We want to be clear that this isn’t a reflection on the quality of the business model (capital light, fee-based, with steady, solid returns driving high ROICs), or that of management, which is tops in the sector, in our view. MAR’s unit growth story


J.P. Morgan downgraded Marriott on valuation amongst other things. “We move MAR to Neutral, from Overweight, as recent share outperformance, peak valuation, an extended cycle and decelerating industry trends all point to diminished upside from here. We want to be clear that this isn’t a reflection on the quality of the business model (capital light, fee-based, with steady, solid returns driving high ROICs), or that of management, which is tops in the sector, in our view. MAR’s unit growth story
Here are the biggest analyst calls of the day: Chewy, 3M, Square & more Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-07-09  Authors: michael bloom
Keywords: news, cnbc, companies, steady, unit, view, calls, thingswe, 3m, valuation, square, chewy, biggest, day, analyst, peak, upside, tops, solid, trends


Here are the biggest analyst calls of the day: Chewy, 3M, Square & more

J.P. Morgan downgraded Marriott on valuation amongst other things.

“We move MAR to Neutral, from Overweight, as recent share outperformance, peak valuation, an extended cycle and decelerating industry trends all point to diminished upside from here. We want to be clear that this isn’t a reflection on the quality of the business model (capital light, fee-based, with steady, solid returns driving high ROICs), or that of management, which is tops in the sector, in our view. MAR’s unit growth story remains intact for now but without a path for estimate revisions higher (RevPAR) and peak multiples, we believe risk-reward is more balanced here. “


Company: cnbc, Activity: cnbc, Date: 2019-07-09  Authors: michael bloom
Keywords: news, cnbc, companies, steady, unit, view, calls, thingswe, 3m, valuation, square, chewy, biggest, day, analyst, peak, upside, tops, solid, trends


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