Latest news with #BarbaraDoran
Yahoo
18-07-2025
- Business
- Yahoo
What United's New Profit Forecast Signals for Airlines
Barbara Doran, BD8 Capaital Partners founder and CIO, reacts to United Airlines Holdings' new profit outlook for this year. The airline now expects full-year adjusted earnings of $9 to $11 a share, United said in a statement. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-07-2025
- Business
- Yahoo
'Magnificent 7' check-in: Why these 3 names might not 'belong'
Spear Invest founder and chief investment officer Ivana Delevska joins BD8 Capital Partners CEO and chief investment officer Barbara Doran and Market Catalysts host Julie Hyman to check in on the "Magnificent Seven," noting the growing dissimilarities between stock names. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts here. There's a growing divergence within that magnificent seven as companies like Nvidia hit $4 trillion in market cap. Not all names are continuing to outperform. So, should we just be rethinking that name entirely? We've been talking about this for a little while, but it's time to talk about it again with Nvidia hitting that milestone. Joining me now, Ivana Delevska, Spear Invest founder and CIO, and Barbara Doranstowith, me, BD8 Capital partner, CEO and CIO. Ivana, you know, we've, we've been talking about this for a little while here because we have had these companies not moving as a monolith for quite a while here. So, as an investor, how should people be thinking about the so-called mag seven? Should we just be investing in individual companies? Absolutely, Julie. So, I think this has been a stock picker's market. The fundamentals for the different mag seven companies are very different. So if you look at companies like Nvidia, the fundamentals are very strong and we expect them to get stronger as we get to the second half. Google and Apple on the other hand, their business models are under attack, right? So, you're seeing new entrants coming in, you're seeing new technologies, you're seeing people hiring their top talent. So, that is where you, they're more of like a show me story here where they would need to do something different than what they're currently doing. And Tesla is pretty much in the penalty box which with what's been going on on the political front. So, I would say across the board, there is different fundamentals driving each company, which is why it's very important to be an active investors picking specific stocks, which is what we do. I mean, it's interesting, Barbara, um, you know, I'm looking at the 10 largest companies in the S&P 500. And yeah, Tesla's in there, but so is Broadcom, for example. JP Morgan is 10th largest stock in the S&P 500. There you see the concentration in the S&P 500, which has been, um, rising again. So if you buy the S&P, you're getting heavy exposure to this, these kinds of companies. Do you agree with Ivana that you need to be kind of taking it case by case and doing some stock picking here? Yeah, I, I agree, I definitely agree in general on the stock picking. And the mag seven though, it's an interesting moniker because it really became established when what the companies all had in common. They were all mega cap, they were all leaders in their fields, and they were all in groundbreaking technologies, whether you're looking at Tesla's EVs or it's e-commerce, or it's social media, or it's search. And the question is how much some of the leadership has slipped. And I think, you know, I agree with Ivana and the name she mentioned. Alphabet is under attack in terms of their search business. They are, they do have good AI, but can they keep up with the chat GPTs of the world? You know, we've seen what's happened with Tesla. They are no longer the leader, they are losing share, and they've had delays in their in introducing new models, cheaper things. So they, that's definitely a question mark there. And Apple, Apple's revenues are flat, they've really missed out on the AI. Looks like they're trying to go after that and really upgrade it, but they've missed there. So that is a question, do those three still belong in the mag seven? But the mag seven really is a, a proxy for looking at, you know, these groundbreaking, um, mega cap names that just have sustainable growth for some time to come. Yeah, just to dig into a couple of these a little bit further here. Um, when it comes to Alphabet, there's been some speculation and reporting that chat GPT might come out with its own browser. Ivana, how much of a threat would that be to Google and Alphabet? Well, Julie, it's a real threat to, to Google. Specifically because they've been kind of dropping the ball on the browser enhancements, right? So, generative AI has now been around for two years. It should have been by now embedded into the Google browser where, uh, the browser itself learns about what are the types of things you're doing and can assist you as an AI agent on the side. And this is what we're seeing companies like perplexity bring to the market. They just launched a product, um, this weekend and similar with chat GPT. I think the browser itself can be a lot smarter. I'm sure that Google has something like this in the works, but the fact that they're not leading, uh, the market with, uh, their established market share is a little concerning. So I think this is a real threat and a time where there is a lot of disruption and there could be some changes. Sign in to access your portfolio
Yahoo
12-07-2025
- Business
- Yahoo
'Magnificent 7' check-in: Why these 3 names might not 'belong'
Spear Invest founder and chief investment officer Ivana Delevska joins BD8 Capital Partners CEO and chief investment officer Barbara Doran and Market Catalysts host Julie Hyman to check in on the "Magnificent Seven," noting the growing dissimilarities between stock names. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
11-07-2025
- Business
- CNBC
Fed is split almost 50/50 on rate cuts, says Ariel Investments' Charlie Bobrinskoy
Barbara Doran, BD8 Capital Partners, and Charlie Bobrinskoy, Ariel Investments vice chairman, joins 'Closing Bell Overtime' to talk the day's market action.
Yahoo
02-07-2025
- Business
- Yahoo
Nike pops on US–Vietnam deal: The stock's bull vs. bear case
Nike (NKE) stock gains after President Trump announced a US–Vietnam trade deal. While investors wait for the specifics of the agreement and tariffs overall, the deal is a relief for retailers, as the US–Vietnam trade relationship is critical for the sector. Williams Trading equity analyst Sam Poser explains his bullish outlook for Nike, even before news of the deal, while BD8 Capital Partners CEO and chief investment officer Barbara Doran outlines her hesitation with the stock. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. Generally, Sam, if I'm an investor in that retail landscape, do I want to try to find that retailer who has the really compelling product, who would have the ability to raise those prices if necessary? Well, the brand or the retailer, of course, you want, you know, you you know, people are going in asking for certain brands and asking for certain items. And theoretically those goods, you know, people won't stop asking for them just because they raise prices a bit. But there's always the question of how high is too high, so that's a risk to everybody. I think the big risk is if you're you know, if as a consumer, you, you know, you sort of say, well, I need to get, I would love to buy, uh, you know, a Nike shoe. Um, but the price is too much and then all of a sudden, you buy something else or On or Hoka or Birkenstock or whatever. But right now, the best brands are are are winning and I think that when if the prices go up, I think you'll see separation, but the question is is how much do the unit sales go down as the prices go up and again, that's dependent on how much the prices go up and re uh, brands are just starting to take the price increases from the 10% additional tariff out of Vietnam now. Um, they may have to do it again if that number's going to 20 and and that's that's the uncertainty and how the consumer's going to respond, regardless of how good a, uh, a brand is performing today. So we've got questions, Sam, we've got uncertainty. That doesn't mean there's still on our opportunities, right? I know you argue Nike is one such opportunity. You say that one's a buy. How come, Sam? Well, if a buy a Nike, um, really has nothing to do with any of this. I mean, in Nike, uh, you know, back a almost a year ago now when when Elliot Hill came in as CEO, we knew that, you know, we had the we didn't know, but we had the good instinct that the that that this turnaround was going to start and it was going to take, you know, 15 to 18 months. Initially we we moved it up to about a year, shortly after we've sort of figured out that there were probably some good product in in some sample rooms that never saw the light of day under their old old leadership. And we do anticipate, um, some fairly good pickup when we get into holiday this year as, um, Nike ex China is expecting the marketplace to be pretty clean. And uh, retailers are are liking the product that the retailers are seeing is being better received than it has been recently, though retailers say there's still ways to go. So and and then the initial reads that we've heard from Spring 26 have been good. Um, you know, and and you know, so everything other than China being a bit worse than what we anticipated is happening as we had and, um, you know, if the tariff situation gets nailed down if they can plan, it'll be good news and if, as we hear Nike is coming out with some more compelling product, that becomes better news and so on and so forth. Barbara, I want to bring you in here as well because, Barbara, we were talking off camera, and you didn't sound as excited about Nike. How come? No, because, I mean, the stock has moved off it slow in anticipation of new management turning things around, but they've did serious damage to the brand over those last 10 years. Really trying to cut out the wholesalers and go direct to consumer. They made a lot of mistakes by giving up a lot of shelf space. They allowed new entrants to come in, whether it's, um, any of the brands or any of the newcomers that have been mentioned, and they've gained serious share with good product. So, you know, as Sam said though, the key will be they've got to get great product out there. They sort of, their innovation engine was uh, was a bit broken there and that was something they were known for. But it's going even with great shoes, great brands coming out, it's going to take a while to get back on it. They just have uh, have lost significant share. So I think that the stock has moved up, but it's hard for me to see where it goes from here in the near term. Sign in to access your portfolio
