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CNBC
2 days ago
- Business
- CNBC
Watch CNBC's full interview with Bill Strazzullo and Keith Fitz-Gerald
Bill Strazzullo, Bell Curve Trading partner and chief market strategist, and Keith Fitz-Gerald, Fitz-Gerald Group principal, join CNBC's 'Power Lunch' to discuss market outlooks.
Yahoo
28-04-2025
- Business
- Yahoo
Jim Cramer Recommends Buying TJX Companies (TJX) Amid Trump Tariffs
We recently published a list of . In this article, we are going to take a look at where TJX Companies Inc (NYSE:TJX) stands against other stocks to watch as trade wars begin. Bill Strazzullo, Bell Curve Trading chief market strategist, said in a latest program on CNBC that the market isn't done going down and urged investors not to buy every dip and wait for real opportunities. The analyst made some specific predictions about the market bottom: 'Still think it's not over. I think you know probably across the board it's another 15% to go to the downside. Look, the top wasn't that difficult to call. It really wasn't. And I think the bottom, typically on these major trends when they roll over, they do the same thing. They mean revert to fair value, which is a fancy way of saying that the market should drop down to where most of the trade activity has taken place on the major trend, which is the rally off the March 2020 lows.' Strazzullo thinks the S&P 500 could fall to 4,500 to 4,100 before seeing a bottom. He repeatedly said during the interview that the market's gains from the pandemic days are 'tapped out.' 'The key driver here was the rally off the March 2020 lows in the height of the pandemic when we knew we were going to get historic monetary and fiscal stimulus. If you knew that, that was the right trend, you could have known months in advance when the market was going to top out. I gave the targets months in advance. If you missed this fundamentally or technically, you were asleep at the switch.' READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks Wall Street is closely watching amid the US-China trade war. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A busy retail store floor with customers trying on apparel and browsing the products. Number of Hedge Funds Investors: 63 Jim Cramer in a recent program reiterated his bullish outlook on TJX Companies Inc (NYSE:TJX) amid tariffs. Here is why Cramer believes the off-price retailer can benefit when others are facing turbulence due to President Trump's tariff policies: 'Low price retailers that offer great value are so great here, and that means TJX Companies Inc (NYSE:TJX) and Costco. Right now, all sorts of retailers are ordering stuff as fast as they can to beat the tariffs, right? We heard that they're ordering too much, though—they won't be able to sell it all. So what do they do? They dump their excess inventory, which is good inventory, to TJX Companies Inc (NYSE:TJX) like they always do.' ClearBridge Growth Strategy stated the following regarding The TJX Companies, Inc. (NYSE:TJX) in its Q1 2025 investor letter: 'Two newer positions also held up well: uniform and workplace products provider, Cintas, and off-price apparel retailer, The TJX Companies, Inc. (NYSE:TJX). TJX also put up a high-quality beat and has become a relative safe haven for investors amid elevated recession fears. The company has historically benefited from trade-down and inventory availability during periods of weaker consumer spending.' Overall, TJX ranks 6th on our list of stocks to watch as trade wars begin. While we acknowledge the potential of TJX as an investment, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than TJX but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
28-04-2025
- Business
- Yahoo
Jim Cramer Says He's ‘Not Selling' NVIDIA (NVDA) as Demand in ‘Total Acceleration'
We recently published a list of . In this article, we are going to take a look at where NVIDIA Corp (NASDAQ:NVDA) stands against other stocks to watch as trade wars begin. Bill Strazzullo, Bell Curve Trading chief market strategist, said in a latest program on CNBC that the market isn't done going down and urged investors not to buy every dip and wait for real opportunities. The analyst made some specific predictions about the market bottom: 'Still think it's not over. I think you know probably across the board it's another 15% to go to the downside. Look, the top wasn't that difficult to call. It really wasn't. And I think the bottom, typically on these major trends when they roll over, they do the same thing. They mean revert to fair value, which is a fancy way of saying that the market should drop down to where most of the trade activity has taken place on the major trend, which is the rally off the March 2020 lows.' Strazzullo thinks the S&P 500 could fall to 4,500 to 4,100 before seeing a bottom. He repeatedly said during the interview that the market's gains from the pandemic days are 'tapped out.' 'The key driver here was the rally off the March 2020 lows in the height of the pandemic when we knew we were going to get historic monetary and fiscal stimulus. If you knew that, that was the right trend, you could have known months in advance when the market was going to top out. I gave the targets months in advance. If you missed this fundamentally or technically, you were asleep at the switch.' READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks Wall Street is closely watching amid the US-China trade war. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Investors: 193 Jim Cramer in a program earlier in April said that he's 'not selling' NVIDIA Corp (NASDAQ:NVDA) because he still believes AI demand is strong. 'Nvidia.. okay now listen to me for a second listen to me it's down another 7% today it's horrendous I've been saying that right is that if I hit that from you why Nvidia because the White House blessed its goods that are made Taiwan with no tariff to import and yet few noticed I know there's a widespread belief that we're seeing a slackening in demand for AI infrastructure all I can tell you is that I monitor this thing like a hawk and there hasn't been a slackening it's been in total acceleration move but nobody cares and I know it's headed lower but at least you know why I'm not selling.' The market will keep punishing Nvidia for not coming up to its gigantic (and sometimes unrealistic) growth expectations. About 50% of the company's revenue comes from large cloud providers, which are rethinking their plans amid the DeepSeek launch and looking for low-cost chips. Nvidia is facing challenges at several levels. Competition is one of them. Major competitors like Apple, Qualcomm, and AMD are vying for TSMC's 3nm capacity, which could limit Nvidia's access to these chips. Why? Because Nvidia also uses TSMC's 3nm process nodes. Nvidia is also facing direct competition from other giants that are deciding to make their own chips. Amazon, with its Trainium2 AI chips, offers alternatives. Trainium2 chips could provide cost savings and superior computational power, which could shift AI workloads away from Nvidia's offerings. Apple is reportedly working with Broadcom to develop an AI server processor. Intel is also trying hard to get back into the game with Jaguar Shores GPU, set to be produced on its 18A or 14A node. Alger Spectra Fund stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2025 investor letter: 'NVIDIA Corporation (NASDAQ:NVDA) is a leading supplier of graphics processing units (GPUs) for a variety of end markets, such as gaming, PCs, data centers, virtual reality, and high-performance computing. The company is leading in most secular growth categories in computing, and especially artificial intelligence and super-computing parallel processing techniques for solving complex computational problems. In our view, Nvidia's computational power is a critical enabler of AI and therefore essential to AI adoption. During the quarter, shares detracted from performance due to several factors. In January 2025, investor concerns grew regarding the emergence of advanced AI models from China, reportedly developed at lower costs and with reduced computing requirements, raising doubts about Nvidia's market dominance. Additionally, U.S. President Donald Trump's announcement of new tariffs targeting industries increased worries about higher operational costs. Despite these headwinds, Nvidia reported robust fiscal fourth-quarter results, highlighted by significant revenue growth driven by its data center segment. On the earnings call, CEO Jensen Huang emphasized the increasing computational requirements of future AI models, noting, 'The more computation, the more the model thinks, the smarter the answer,' and adding that future reasoning models could demand substantially more compute resources. We believe Nvidia's leadership in scaling AI infrastructure—including advancements in inference and reasoning during inference—continues to drive adoption among enterprises and startups, ensuring sustained demand for its high performance chips and software solutions. As older-generation chips are repurposed and new clusters deployed, we see Nvidia as well-positioned to capitalize on rising computational needs across AI applications.' Overall, NVDA ranks 2nd on our list of stocks to watch as trade wars begin. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
28-04-2025
- Business
- Yahoo
Josh Brown Says Rocket Companies (RKT) an ‘Obvious' Buy for Rate Cut Environment
We recently published a list of . In this article, we are going to take a look at where Rocket Companies Inc (NYSE:RKT) stands against other stocks to watch as trade wars begin. Bill Strazzullo, Bell Curve Trading chief market strategist, said in a latest program on CNBC that the market isn't done going down and urged investors not to buy every dip and wait for real opportunities. The analyst made some specific predictions about the market bottom: 'Still think it's not over. I think you know probably across the board it's another 15% to go to the downside. Look, the top wasn't that difficult to call. It really wasn't. And I think the bottom, typically on these major trends when they roll over, they do the same thing. They mean revert to fair value, which is a fancy way of saying that the market should drop down to where most of the trade activity has taken place on the major trend, which is the rally off the March 2020 lows.' Strazzullo thinks the S&P 500 could fall to 4,500 to 4,100 before seeing a bottom. He repeatedly said during the interview that the market's gains from the pandemic days are 'tapped out.' 'The key driver here was the rally off the March 2020 lows in the height of the pandemic when we knew we were going to get historic monetary and fiscal stimulus. If you knew that, that was the right trend, you could have known months in advance when the market was going to top out. I gave the targets months in advance. If you missed this fundamentally or technically, you were asleep at the switch.' READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks Wall Street is closely watching amid the US-China trade war. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A businessperson using a laptop to review the details of a mortgage loan for a client. Number of Hedge Fund Investors: 27 Josh Brown, CEO at Ritholtz Wealth Management, said in a recent program on CNBC that he's buying mortgage, real estate, and personal finance services company Rocket Companies Inc (NYSE:RKT) shares. The analyst believes the company is set to benefit from potential interest rate cuts. 'Who benefits the most if we were to see five Fed rate cuts or even directionally if we got three or four? And the answer is obvious, you're going to get a refi boom. You're going to get action in the existing home sales market, and you're going to see people take advantage of that, especially if they're struggling in the economy. That's exactly when you would get a refi. Boom happens every time. So Rocket is uniquely positioned. And they're very—they're very aggressive repositioning themselves for what could be. They've announced two acquisitions in the last month. One of them the other day is Mr. Cooper, which is the largest mortgage servicing companies in the country. And the other is Redfin, which gets 5.5 million unique users on the website. It's a business of selling leads to realtors, but also that's a huge funnel for Rocket to sell mortgages to the consumer through. So this is the type of company that benefits if mortgage rates come down meaningfully and we get a refi boom and we break that logjam of all of these homes not on the market that need to be. So that seemed really obvious to me.' Seven Corners Capital stated the following regarding Rocket Companies, Inc. (NYSE:RKT) in its Q3 2024 investor letter: 'Rocket Companies, Inc. (NYSE:RKT), 9% position (Cost Basis: $8.24) Overall, RKT ranks 10th on our list of stocks to watch as trade wars begin. While we acknowledge the potential of RKT as an investment, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than RKT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
28-04-2025
- Business
- Yahoo
Jim Cramer Explains Why Kraft Heinz (KHC) Not an Ideal Pick for ‘Safety'
We recently published a list of . In this article, we are going to take a look at where Kraft Heinz Co (NASDAQ:KHC) stands against other stocks to watch as trade wars begin. Bill Strazzullo, Bell Curve Trading chief market strategist, said in a latest program on CNBC that the market isn't done going down and urged investors not to buy every dip and wait for real opportunities. The analyst made some specific predictions about the market bottom: 'Still think it's not over. I think you know probably across the board it's another 15% to go to the downside. Look, the top wasn't that difficult to call. It really wasn't. And I think the bottom, typically on these major trends when they roll over, they do the same thing. They mean revert to fair value, which is a fancy way of saying that the market should drop down to where most of the trade activity has taken place on the major trend, which is the rally off the March 2020 lows.' Strazzullo thinks the S&P 500 could fall to 4,500 to 4,100 before seeing a bottom. He repeatedly said during the interview that the market's gains from the pandemic days are 'tapped out.' 'The key driver here was the rally off the March 2020 lows in the height of the pandemic when we knew we were going to get historic monetary and fiscal stimulus. If you knew that, that was the right trend, you could have known months in advance when the market was going to top out. I gave the targets months in advance. If you missed this fundamentally or technically, you were asleep at the switch.' READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks Wall Street is closely watching amid the US-China trade war. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A closeup of an assembly line worker inspecting a newly produced jar of condiments and sauces. Number of Hedge Fund Investors: 38 Jim Cramer in a recent program discussed a bearish analyst report about Kraft Heinz Co (NASDAQ:KHC) and mentioned some threats to the company. Cramer believes investors should avoid piling into the stock for 'safety' and 'stay the course' with their growth investments: 'Let's say you try to go to safety, so you pick Kraft Heinz, it's got a really nice yield. Well, this morning, Citi comes out and says sell it. It's a share loser, it is in trouble on many different margin issues, and it can't find a way. And then I would throw in GLP-1s because it's not exactly like they've got this incredible lineup of things that are good for you. So this is the dilemma of the market. Can you pull out of a terrific company like an ARM Holdings, AMD, and go into this, recognizing you're going and sacrificing all your growth, possible yield getting cut because of the dividend? And I say no, stay the course, right? Because I believe that the president will see the light and say it's the countries that are the problem, not our great American companies. We're not going to hurt those companies because that hurts the worker. It is such a clear path that I'm offering right now that if they don't take it, it's foolish.' Mairs & Power Growth Fund stated the following regarding The Kraft Heinz Company (NASDAQ:KHC) in its Q3 2024 investor letter: 'We added The Kraft Heinz Company (NASDAQ:KHC) to the Fund in the quarter. Kraft Heinz is a leading global food company which possesses a portfolio of iconic brands, including its eponymous ketchup brand. The company has been undergoing an operational transformation focused on driving efficiency gains in supply chain, manufacturing and distribution. These efficiency gains have fueled increased investments in technology, automation, innovation and marketing, which should ultimately drive more consistent organic revenue growth and high single digit earnings per share growth. We expect above-average long-term returns, buoyed by consistent free cash flow generation, opportunistic share repurchases and an attractive 4-5% dividend yield. A modest current valuation affords an ample margin of safety.' Overall, KHC ranks 9th on our list of stocks to watch as trade wars begin. While we acknowledge the potential of KHC as an investment, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than KHC but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
