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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: 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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