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Stocks to buy for the economic recovery: Top fund manager's ideas

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Bloomberg
Sitting just around all-time highs, stocks are in an uncertain spot.
Michael Cuggino says the best opportunities are in "longer-term relative values."
He says we've begun a new commodity bull cycle that will last "several years."
A year on from one of the worst crashes in history, equity markets are at an uncertain point.
Valuations are historically high thanks in part to low interest rates, and although much of the economic recovery still lies ahead, forward earnings expectations are priced into much of the market already. All three major US stock indexes sit near their all-time high marks.

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Stocks to buy, 29 cheap stocks set to generate higher earnings: GS

Goldman Sachs economists expect that rates will continue to rise in the coming months.
Goldman analysts believe that stock valuations should be able to digest a 2% 10-year yield easily.
As such, they share 29 stocks that are still cheap within the high-absolute-valuation stock market.
After reaching a new 12-month high of 1.62% on Friday, 10-year Treasury yields retreated slightly to land at 1.61% as of Monday afternoon.
But interest rate volatility is unlikely to fade away anytime soon. The Cboe Interest Rate Swap Volatility index, which measures the implied volatility of Treasuries, was at its highest level since last March on Friday.
Goldman Sachs' economists also expect that rates will continue to rise in the coming months, forecasting an 11% pace of real US GDP growth in the second quarter. As the economy continues to recover and reopen, they predict that the 10-year yield will rise to 1.8% by mid-year and 1.9% by year-end.

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Bitcoin's path to $5 trillion, 20 most-shorted SPACs: Insider Investing

Your weekly outlook
The past week in the stock market saw a few more flashes of the long-awaited rotation out of mega-cap tech stocks, and into beaten-down value names. On Monday the tech-heavy Nasdaq 100 bottomed out more than 10% below recent highs before saving some face later in the week. Many popular meme stocks were collateral damage.
But the Nasdaq may have an ace in the hole in the form of the $1,400 stimulus checks due to hit Americans' bank accounts as soon as this weekend. A recent survey from Deutsche Bank found that half of all people between the ages of 25 and 34 plan to use the money to buy stocks.

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Stock picks to buy: 4 cyclical names, 2 that could rise 100%: CIO

For now, though, the coast seems to be clear for stocks, according to Jordan Kahn, the chief investment officer at ACM Funds and comanager of the ACM Dynamic Opportunity Fund, which takes a long-short approach that's somewhat in the fashion of a hedge fund.
In addition to the gargantuan stimulus package that will be supportive of consumer spending, equity investors can rely on the fact that the global recovery is still in its early stages, interest rates remain low, and the
Federal Reserve
is committed to quantitative easing, Kahn told Insider on Wednesday.
He said he thought it would take several rate hikes from the Federal Reserve before stocks were hurt. As of now, it appears that the Fed will keep the federal funds rate near zero at least into 2022, if not longer.

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Stock picks to buy, 13 contrarian names and rationale for each: UBS

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Growth stocks struggled to stage a comeback amid the broad market rebound this week.
And elevated market volatility is driving demand for single-stock ideas, according to UBS.
The bank shares 13 "most compelling counter-consensus" stocks and why they are set to outperform.
As investors continued to rotate out of high-growth tech stocks and into once out-of-favor value stocks, contrarian stock pickers who saw it coming are the ones being rewarded handsomely for bucking the trend.
After months of bubble warnings in the market, many high-flying stocks have fallen back to earth. Electric-vehicle maker Tesla has plunged almost 14% in the past month despite having rallied 9.4% over the past week as of Thursday morning.

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Stock picks to buy: 10 momentum names set to replace tech in April

And as tech-share prices surged, more and more investors wanted in, which pushed prices up even further. As Morgan Stanley Chief US Equity Strategist Mike Wilson put it, "momentum begets momentum."
As the global economy gets set to reopen, and consumers get ready to spend their savings and coming stimulus checks — pushing inflation and therefore interest rates higher, which hurts growth stocks — Wilson sees new momentum leaders in the making.
"The shift we have been highlighting in the composition of momentum is not over and the factor will continue moving toward cyclicals, lower quality, value, and small caps at the expense of the longer duration growth," Wilson wrote in a March 8 note.

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Stock picks to buy, companies to beat low expectations: Credit Suisse

Credit Suisse's Americas team just rolled out a string of those ideas, as well as stocks to avoid, by having their analysts identify their highest-conviction names in every major market sector. They then narrowed the search further by applying the firm's HOLT framework to find top-rated stocks facing "the least demanding market expectations."
Credit Suisse evaluated those market expectations by looking at the difference between the cash flow return on investment, or CFROI, the market currently expects and both the 12-month forecast for CFROI and the companies' historic five-year CFROI.
The firm's process also included comparing the analysts' earnings forecasts and target price estimates to the analyst consensus, and measured a "level of consensus bullishness" based on buy, sell, and hold ratings.

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Post-selloff investing, Cathie Wood on NFTs, 99th-percentile tips: Insider Investing

Your weekly recap/outlook
This past week was one where the market just couldn't make up its mind. US stocks surged on Monday after suffering their worst decline in months the prior week. Then inflation fears and spiking bond yields spooked investors anew as Fed Chair Jerome Powell failed to calm nerves.
The tides turned again on Friday as anxious dip-buyers quickly pulled tech stocks back out of correction following a monster jobs report that nearly doubled forecasts. Now it's anyone's guess where the market heads next week.
The volatility is stemming at least partially from uncertainty around how signs of economic progress should be interpreted. On one hand, encouraging labor-market data should have investors excited about the prospect of increased consumer spending. But on the flip side, an economy that runs too hot risks runaway inflation — the sort of thing addressed by higher interest rates. And when rates rise, stocks lose luster. It's quite the catch-22.

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Stocks to buy: Solar energy picks and Tesla's power play

Solar power is set to boom as costs decline and battery tech makes it more accessible.
Tesla's North American Solar Projects could be worth $250 billion annually in the longer term, the bank said.
Goldman estimate installations will be 60% above Biden's policy aim for 500 million panels in the next 5 years.
The energy transition trade is heating up, and investors are looking tap into those companies and technologies that will power the homes and cities of the future.
Across the board, this has meant significant gains for companies that are focussed on sustainability. For example, shares in Danish wind power provider Orsted have rallied around 300% in the last five years, and Chinese Tesla rival NIO gained over 960% in the last 12 months alone.

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Stock picks to buy, 4 small-caps to beat market in 2021: Strategist

According to Luke Lloyd, an investment strategist at Strategic Wealth Partners, such a pullback is a healthy thing near all-time highs, and investors shouldn't sweat it.
At the end of the day, tech stocks are still a good investment, he said, and they can justify the high valuations that have led some to cry of a bubble. Especially consider valuations of some stocks tied to an economic reopening, like airlines and cruise lines.
"A lot of these [reopening] stocks from a valuation standpoint are higher than they were the day before the pandemic. The thing is, they're not making any money," Lloyd told Insider last week. "The cruise lines, for example, aren't even offering any cruises. Air traffic isn't getting anywhere close to where it was before the pandemic."

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