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Wall Street STUNNED? Investment chief predicts up to 4 Fed rate hikes

Wall Street STUNNED? Investment chief predicts up to 4 Fed rate hikes

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  1. 01 RSG NYSE COMPRAR +0,00%
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    Citar esta recomendação Ver trecho original (79s) *

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    …SH, AND HE THINKS THERE'S MONEY TO BE MADE. HERE TO TURN TRASH INTO A TREASURE HUNT, REEDING CAPITAL CHIEF INVESTMENT OFFICER, SKYLAR WINANS. THIS IS AN INTERESTING INTRODUCTION TO YOU. WHAT CAN YOU TELL US? >> TRASH IS CASH. THAT'S RIGHT. WE LOVE PUBLIC SERVICES, RSG -- REPUBLIC SERVICES. CASH COW, AROUND A $70 BILLION COMPANY. BUT HERE'S THE PUNCHLINE, 32% MARGINS IN A GREAT INFLATION HEDGE. NOT ONLY DO YOU HAVE CONTRACTUAL PRICE INCREASES, BUT WE WERE JUST TALKING ABOUT FUEL, FUEL PRICES ARE PASSED THROUGH TO THE CUSTOMERS. GREAT COMPOUNDER, IT'S DONE REALLY WE…

    WE LOVE PUBLIC SERVICES, RSG -- REPUBLIC SERVICES. CASH COW, AROUND A $70 BILLION COMPANY.

    Contexto extraído por IA OUR COUNTDOWN CLOSER IS PICKING THROUGH THE TRASH, AND HE THINKS THERE'S MONEY TO BE MADE. HERE TO TURN TRASH INTO A TREASURE HUNT, REEDING CAPITAL CHIEF INVESTMENT OFFICER, SKYLAR WINANS. THIS IS AN INTERESTING INTRODUCTION TO YOU. WHAT CAN YOU TELL US? >> TRASH IS CASH. THAT'S RIGHT. WE LOVE PUBLIC SERVICES, RSG -- REPUBLIC SERVICES. CASH COW, AROUND A $70 BILLION COMPANY. BUT HERE'S THE PUNCHLINE, 32% MARGINS IN A GREAT INFLATION HEDGE.

  2. 02 MCK NYSE COMPRAR +0,00%
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    …ER THE LAST MONTH OR SO. WE EXPECT THAT TO CONTINUE TO HAPPEN. IT'S A LITTLE EXPENSIVE, BUT THEIR CUSTOMER RETENTION RATE, NOBODY LEAVES, 97%. CHERYL: THAT'S REALLY INTERESTING. WHAT OTHER SECTORS AND AREAS ARE YOU LOOKING AT RIGHT NOW? >> WE LOVE McQUESTIONSEN, MCK -- McQUESTIONS SON. BABY BOOMERS -- McKESSON. THEY CONTROL AROUND A THIRD OF DRUG DISTRIBUTION. WE'RE TALKING GLP-1s, CHEMOTHERAPY INSULIN ANOTHER CASH COW. ONE OF THE BIG GUYS OUT THERE THAT ISN'T NECESSARILY A BETA PLAY WITH THE MARKET BECAUSE PEOPLE ARE GOING TO NEED THEIR PRODUCTS NO MATTER WHAT. WE ALSO LIKE NORTHRUP GRUMMAN, NO…

    WE LOVE McQUESTIONSEN, MCK -- McQUESTIONS SON. BABY BOOMERS -- McKESSON. THEY CONTROL AROUND A THIRD OF DRUG DISTRIBUTION.

    Contexto extraído por IA CHERYL: THAT'S REALLY INTERESTING. WHAT OTHER SECTORS AND AREAS ARE YOU LOOKING AT RIGHT NOW? >> WE LOVE McQUESTIONSEN, MCK -- McQUESTIONS SON. BABY BOOMERS -- McKESSON. THEY CONTROL AROUND A THIRD OF DRUG DISTRIBUTION. WE'RE TALKING GLP-1s, CHEMOTHERAPY INSULIN ANOTHER CASH COW. ONE OF THE BIG GUYS OUT THERE THAT ISN'T NECESSARILY A BETA PLAY WITH THE MARKET BECAUSE PEOPLE ARE GOING TO NEED THEIR PRODUCTS NO MATTER WHAT. WE ALSO LIKE NORTHRUP GRUMMAN, NOC.

  3. 03 NOC NYSE COMPRAR +0,00%
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    Contexto da transcrição original
    …UND A THIRD OF DRUG DISTRIBUTION. WE'RE TALKING GLP-1s, CHEMOTHERAPY INSULIN ANOTHER CASH COW. ONE OF THE BIG GUYS OUT THERE THAT ISN'T NECESSARILY A BETA PLAY WITH THE MARKET BECAUSE PEOPLE ARE GOING TO NEED THEIR PRODUCTS NO MATTER WHAT. WE ALSO LIKE NORTHRUP GRUMMAN, NOC. GREAT MUNITIONS RAMP-UP. WE THINK THESE CONFLICTS IN THE UKRAINE AND IRAN PERSIST. [LAUGHTER] I DON'T KNOW HOW LONG, BUT IF YOU WANT A PLAY ON ANY TYPE OF CONFLICT AND THE UNITED STATES REARMING ITSELF, NORTHROP GRUMMAN ALREADY HAS A LOT O…

    WE ALSO LIKE NORTHRUP GRUMMAN, NOC.

    Contexto extraído por IA WE ALSO LIKE NORTHRUP GRUMMAN, NOC. GREAT MUNITIONS RAMP-UP. WE THINK THESE CONFLICTS IN THE UKRAINE AND IRAN PERSIST. [LAUGHTER] I DON'T KNOW HOW LONG, BUT IF YOU WANT A PLAY ON ANY TYPE OF CONFLICT AND THE UNITED STATES REARMING ITSELF, NORTHROP GRUMMAN ALREADY HAS A LOT OF THESE CONTRACTS IN PLACE WITH THE GOVERNMENT.

  4. 04 TJX NYSE COMPRAR +0,02%
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    Citar esta recomendação Ver trecho original (259s) *

    Contexto da transcrição original
    …UGE BOON FOR BANKS. A LOT OF THEIR INCOMES COMES FROM CUSTOMER DEPOSITS SITTING THERE EARNING ALMOST ZERO. BANKS ARE ABLE TO GO OUT AND INVEST AT 6 OR 7%. TALKING ABOUT CONSUMER STAPLES, THE BOTTOM HALF OF THE MARKET'S REALALLY HARD THOUGH THERE ARE A COUPLE PICKS WE LIKE, TJ MAXX, ROSS STORES. WE LOVELIES COUNT RETAILERS. -- LOVE DISCOUNT RETAILERS. TJX, FOLKS THAT ARE SHIFTING DOWN IN THEIR PREFERENCES ARE GOING TO GO TO TJ MAXX AND ROSS STORES. FOLKS S THAT ARE ON THE LOWER ED OF THE CONSUMER ECONOMY ARE GOING TO HAVE TO

    THERE ARE A COUPLE PICKS WE LIKE, TJ MAXX, ROSS STORES. WE LOVELIES COUNT RETAILERS. -- LOVE DISCOUNT RETAILERS. TJX

    Contexto extraído por IA TALKING ABOUT CONSUMER STAPLES, THE BOTTOM HALF OF THE MARKET'S REALALLY HARD THOUGH THERE ARE A COUPLE PICKS WE LIKE, TJ MAXX, ROSS STORES. WE LOVELIES COUNT RETAILERS. -- LOVE DISCOUNT RETAILERS. TJX, FOLKS THAT ARE SHIFTING DOWN IN THEIR PREFERENCES ARE GOING TO GO TO TJ MAXX AND ROSS STORES.

  5. 05 ROST NASDAQ COMPRAR +0,00%
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    Citar esta recomendação Ver trecho original (259s) *

    Contexto da transcrição original
    …UGE BOON FOR BANKS. A LOT OF THEIR INCOMES COMES FROM CUSTOMER DEPOSITS SITTING THERE EARNING ALMOST ZERO. BANKS ARE ABLE TO GO OUT AND INVEST AT 6 OR 7%. TALKING ABOUT CONSUMER STAPLES, THE BOTTOM HALF OF THE MARKET'S REALALLY HARD THOUGH THERE ARE A COUPLE PICKS WE LIKE, TJ MAXX, ROSS STORES. WE LOVELIES COUNT RETAILERS. -- LOVE DISCOUNT RETAILERS. TJX, FOLKS THAT ARE SHIFTING DOWN IN THEIR PREFERENCES ARE GOING TO GO TO TJ MAXX AND ROSS STORES. FOLKS S THAT ARE ON THE LOWER ED OF THE CONSUMER ECONOMY ARE GOING TO HAVE TO

    THERE ARE A COUPLE PICKS WE LIKE, TJ MAXX, ROSS STORES.

    Contexto extraído por IA TALKING ABOUT CONSUMER STAPLES, THE BOTTOM HALF OF THE MARKET'S REALALLY HARD THOUGH THERE ARE A COUPLE PICKS WE LIKE, TJ MAXX, ROSS STORES. WE LOVELIES COUNT RETAILERS. -- LOVE DISCOUNT RETAILERS. TJX, FOLKS THAT ARE SHIFTING DOWN IN THEIR PREFERENCES ARE GOING TO GO TO TJ MAXX AND ROSS STORES.

Transcrição Completa
MINUTES AWAY ON THE NOSE -- FIVE MINUTES AWAY. WELL, WE'VE GOT A LITTLE BIT OF A REVERSAL. THE DOW NOW LOWER BY 24 POINTS, SO WE'RE SEEING A SELLOFF GOING INTO THE CLOSE. S&P IS STILL UP BY 36, NASDAQ BY 3 AND. AT ONE POINT THE NASDAQ WAS UP 473. SO WE'RE SEEING THESE NUMBERS CHANGE JUST A LITTLE BIT HERE. WE'VE GOT SOME MORE BREAKING NEWS WE DO WANT TO BRING TO YOU. BLOOMBERG NEWS IS REPORTING THAT NVIDIA-BACKED A.I. CLOUD COMPUTING FIRM ENSCALE IS IN TALKS TO SELL COMPUTING POWER TO ANTHROPIC. THAT WOULD BE WORTH ABOUT $45 BILLION. ENSCALE DEVELOPS DATA CERTAINS. THEY'RE REPORTEDLY SEEKING A SECONDND MAJOR DEAL WITH THE CLAUDE MAKER AT ITS MONARCH DATA CENTER CAMPUS IN VIRGINIA. INFRASTRUCTURE IS WORTH AS MUCH AS $44.6 BILLION. AGAIN, WATCHING NVIDIA. STOCK IS UP ABOUT 1.5%. MOST VALUABLE COMPANY IN THE WORLD RIGHT NOW. >>> OUR COUNTDOWN CLOSER IS PICKING THROUGH THE TRASH, AND HE THINKS THERE'S MONEY TO BE MADE. HERE TO TURN TRASH INTO A TREASURE HUNT, REEDING CAPITAL CHIEF INVESTMENT OFFICER, SKYLAR WINANS. THIS IS AN INTERESTING INTRODUCTION TO YOU. WHAT CAN YOU TELL US? >> TRASH IS CASH. THAT'S RIGHT. WE LOVE PUBLIC SERVICES, RSG -- REPUBLIC SERVICES. CASH COW, AROUND A $70 BILLION COMPANY. BUT HERE'S THE PUNCHLINE, 32% MARGINS IN A GREAT INFLATION HEDGE. NOT ONLY DO YOU HAVE CONTRACTUAL PRICE INCREASES, BUT WE WERE JUST TALKING ABOUT FUEL, FUEL PRICES ARE PASSED THROUGH TO THE CUSTOMERS. GREAT COMPOUNDER, IT'S DONE REALLY WELL OVER THE LAST MONTH OR SO. WE EXPECT THAT TO CONTINUE TO HAPPEN. IT'S A LITTLE EXPENSIVE, BUT THEIR CUSTOMER RETENTION RATE, NOBODY LEAVES, 97%. CHERYL: THAT'S REALLY INTERESTING. WHAT OTHER SECTORS AND AREAS ARE YOU LOOKING AT RIGHT NOW? >> WE LOVE McQUESTIONSEN, MCK -- McQUESTIONS SON. BABY BOOMERS -- McKESSON. THEY CONTROL AROUND A THIRD OF DRUG DISTRIBUTION. WE'RE TALKING GLP-1s, CHEMOTHERAPY INSULIN ANOTHER CASH COW. ONE OF THE BIG GUYS OUT THERE THAT ISN'T NECESSARILY A BETA PLAY WITH THE MARKET BECAUSE PEOPLE ARE GOING TO NEED THEIR PRODUCTS NO MATTER WHAT. WE ALSO LIKE NORTHRUP GRUMMAN, NOC. GREAT MUNITIONS RAMP-UP. WE THINK THESE CONFLICTS IN THE UKRAINE AND IRAN PERSIST. [LAUGHTER] I DON'T KNOW HOW LONG, BUT IF YOU WANT A PLAY ON ANY TYPE OF CONFLICT AND THE UNITED STATES REARMING ITSELF, NORTHROP GRUMMAN ALREADY HAS A LOT OF THESE CONTRACTS IN PLACE WITH THE GOVERNMENT. WE THINK THAT CONTINUES ALONG. IT'S ANOTHER NON-BETA PLAY THAT DOESN'T REALLY RELY ON THE MARKET MOVING ONE WAY OR THE OTHER. CHERYL: SO, YOU KNOW, THE DEPARTMENT OF WAR, PETE HEGSETH, THEY'RE ASKING FOR, WHAT IS IT, $1.5 TRILLION FOR A BUDGET. DO YOU THINK THEY GET IT? >> IT'S NOT THAT OFTEN THAT THE CONGRESS SAYS NO TO DEFENSE BUDGETS. OR SHALL WE CALL THEM WAR BUDGETS NOW. WE THINK THE GOVERNMENT PROFLIGACY CONTINUES. HOPEFULLY THAT GETS IN BEFORE THE MIDTERMS. WE'LL SEE. BUT WE THINK THAT CONTINUES, AND IT IS HARD TO SAY NO TO DEFENSE NEEDS. AND WE JUST DON'T SEE THESE CONFLICTS GOING AWAY ANYTIME SOON IS. CHERYL: WHAT ABOUT OTHER PARTS OF THE MARKET TO PLAY? I MEAN, LOOK, I KNOW THAT THE BANKS WHEN THEY REPORTED A COUPLE OF WEEKS AGO, THEY HAD SOME -- THERE WERE SOME HICCUPS IN THE NUMBERS, CONCERNS ABOUT THEM SPENDING, FUNDING NEW A.I. DATA CENTER PROJECTS. THAT'S ONE QUESTION. I WANT TO SEE IF THERE'S A PLAY IN YOUR OPINION, AND WHAT ABOUT CONSUMER STAPLES? THE AMERICAN CONSUMER, THEY TELL US THEY DON'T FEEL GOOD, THEY'RE STRESSED ABOUT THEIR FINANCES, BUT THEY CONTINUE TO SPEND. WE'RE SEEING THAT OVER AND OVER. IS THERE A WAY TO INVEST IN THAT THEME RIGHT NOW FROM YOU? >> WE THINK BANKS ARE A GREAT PLAY. WE THINK RATES ARE GOING HIGHER. THE FED'S GOING TO HAVE TO HIKE TWO, MAYBE FOUR TIMES OVER THE NEXT 12-18 MONTHS. THAT IS GOING TO BE A HUGE BOON FOR BANKS. A LOT OF THEIR INCOMES COMES FROM CUSTOMER DEPOSITS SITTING THERE EARNING ALMOST ZERO. BANKS ARE ABLE TO GO OUT AND INVEST AT 6 OR 7%. TALKING ABOUT CONSUMER STAPLES, THE BOTTOM HALF OF THE MARKET'S REALALLY HARD THOUGH THERE ARE A COUPLE PICKS WE LIKE, TJ MAXX, ROSS STORES. WE LOVELIES COUNT RETAILERS. -- LOVE DISCOUNT RETAILERS. TJX, FOLKS THAT ARE SHIFTING DOWN IN THEIR PREFERENCES ARE GOING TO GO TO TJ MAXX AND ROSS STORES. FOLKS S THAT ARE ON THE LOWER ED OF THE CONSUMER ECONOMY ARE GOING TO HAVE TO

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