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2021-03-16

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Betting on the post-pandemic boom? Bank of America has 17 stock recommendations

Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first t

Betting on the post-pandemic boom? Bank of America has 17 stock recommendations

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Bank of America has 17 stock recommendations","url":"https://stock-news.laohu8.com/highlight/detail?id=1168347069","media":"marketwatch","summary":"Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first t","content":"<p>Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an unlikely event that could cause outsize losses or gains.</p><p>Meanwhile, the Federal Reserve’s two-day policy meeting begins on Tuesday, and investors will be on the lookout for any hawkish signals that could take some steam out of stocks. The premarket is showing some mixed action, though many remain stuck into the idea of a post-pandemic boom, at least in the U.S. as vaccinations roll out.</p><p>That has kept the records coming for the Dow Jones Industrial AverageDJIA,+0.53%and S&amp;P 500SPX,+0.65%and those stocks geared toward a recovery. Our<b>call of the day</b>comes from strategists at Bank of America, who offer up 17 stocks to buy for the three R’s they see coming — recovery, reflation and rerating.</p><p>Strategists Jill Carey, Savita Subramanian and Ohsung Kwon say the economy has reached the mid-cycle phase, where inflation typically is strongest. In prior such phases, excluding the technology bubble, small-caps have outperformed larger ones, and value has beaten growth.</p><p><img src=\"https://static.tigerbbs.com/b6117c062f29f9a5e3173d092d24e4c2\" tg-width=\"620\" tg-height=\"419\" referrerpolicy=\"no-referrer\">The Bank of America team says there are two reasons to like those stocks: many of the companies they highlight are still not expensive, and active funds aren’t positioning for that rising inflation, with heavier exposure to mega than smaller caps.</p><p><img src=\"https://static.tigerbbs.com/d7a28d2041b51a3be5539b6a676e6380\" tg-width=\"620\" tg-height=\"637\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/81014f4999b80a903f0dedf147571af5\" tg-width=\"620\" tg-height=\"594\" referrerpolicy=\"no-referrer\"></p><p>Onto the stocks (nearly half are small-to-midcap companies)…</p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a> — BofA has a share price target $37 for the miner. Aluminum prices could go either way, but global demand growth is a plus for Alcoa.</p><p><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> — Share price target £37 for the global coatings group. The pace of automobile recovery will be key and a stronger dollar and lower raw material costs could be a boost.</p><p><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> — Share price target $550. Risks for the semiconductor company include sensitivity to U.S.-China trade relations and competition in networking, smartphone and other markets.</p><p><a href=\"https://laohu8.com/S/HES\">Hess</a> — Share price target $95. Among the energy company’s risks are oil and gas prices, as well as slowing developments in drilling.</p><p><a href=\"https://laohu8.com/S/MAR\">Marriott</a> International— Share price objective $150. Economic weakness and worse-than-expected spending by businesses and consumers are among the risks for the hospitality company.</p><p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> — $223 price objective for the entertainment giant that has “best in class assets.” Downside risks include slowing ESPN growth from people deciding not to keep a cable television subscription, weaker consumer confidence, and low theme park attendance. Also watch out for potential film flops.</p><p>As for the rest, they like <a href=\"https://laohu8.com/S/CNHI\">CNH Industrial NV</a> ,<a href=\"https://laohu8.com/S/CMCSA\">Comcast</a>,&nbsp;<a href=\"https://laohu8.com/S/EMR\">Emerson</a>,&nbsp;<a href=\"https://laohu8.com/S/HRI\">Herc</a>,&nbsp;<a href=\"https://laohu8.com/S/KNX\">Knight Transportation</a>,&nbsp;<a href=\"https://laohu8.com/S/OXY\">Occidental</a>,&nbsp;<a href=\"https://laohu8.com/S/PH\">Parker Hannifin</a>,&nbsp;<a href=\"https://laohu8.com/S/PFG\">Principal</a>,&nbsp;<a href=\"https://laohu8.com/S/RHI\">Robert Half</a>,&nbsp;<a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>,&nbsp;and <a href=\"https://laohu8.com/S/INT\">World Fuel</a>.</p><p><b>The chart</b></p><p>Here’s that “tail risk” chart from the latest BofA monthly fund manager survey. Bigger risks are higher-than-expected inflation and a “tantrum” in the bond market.</p><p><img src=\"https://static.tigerbbs.com/38dac50b8ff480325fe553c1ad2298f4\" tg-width=\"620\" tg-height=\"355\" referrerpolicy=\"no-referrer\"><b>The markets</b></p><p>Stock futuresYM00,0.01%ES00,0.14%NQ00,+0.54%are wobbling a little, but European stocks are higherSXXP,+0.63%.It was also an up day forAsian markets. Elsewhere, oilCL.1,-1.12%and the dollarDXY,-0.14%are softer and bitcoinBTCUSD,-2.09%is backing further away from the $60,000hit over the weekend.</p><p><b>The buzz</b></p><p>Retail sales and import prices are due ahead of the market open, followed by industrial production and a National Association of Home Builders index. Aside from the Fed meeting kickoff, investors will also be watching the outcome of a an auction of 20-year Treasury bonds.</p><p>Ray Dalio, the founder of Bridgewater, the world’s biggest hedge fund firm, declares investing in bonds as “stupid” and investorsshould stick to a “well-diversified portfolio.”</p><p>AstraZenecaAZN,+0.72%AZN,+3.58%shares are higher after Jefferies upgraded the drug companyto buy from hold. AstraZeneca has been in the hot seat asseveral European countriessuspend its COVID-19 shots over reports of blood clots from inoculations.</p><p>Finnish telecoms group NokiaNOKIA,+0.57%NOK,+1.90%iscutting up to 10,000 jobsto save $716 million over two years.</p><p>A team from the U.S. government’s highway safety agency is headed to Detroit to investigate a “violent” crash after a TeslaTSLA,+2.05%vehicledrove under a semitrailer, leaving two people critically injured.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Betting on the post-pandemic boom? Bank of America has 17 stock recommendations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetting on the post-pandemic boom? Bank of America has 17 stock recommendations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 20:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/betting-on-the-post-pandemic-boom-bank-of-america-has-17-stock-recommendations-11615893669?siteid=yhoof2><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an ...</p>\n\n<a href=\"https://www.marketwatch.com/story/betting-on-the-post-pandemic-boom-bank-of-america-has-17-stock-recommendations-11615893669?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/betting-on-the-post-pandemic-boom-bank-of-america-has-17-stock-recommendations-11615893669?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1168347069","content_text":"Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an unlikely event that could cause outsize losses or gains.Meanwhile, the Federal Reserve’s two-day policy meeting begins on Tuesday, and investors will be on the lookout for any hawkish signals that could take some steam out of stocks. The premarket is showing some mixed action, though many remain stuck into the idea of a post-pandemic boom, at least in the U.S. as vaccinations roll out.That has kept the records coming for the Dow Jones Industrial AverageDJIA,+0.53%and S&P 500SPX,+0.65%and those stocks geared toward a recovery. Ourcall of the daycomes from strategists at Bank of America, who offer up 17 stocks to buy for the three R’s they see coming — recovery, reflation and rerating.Strategists Jill Carey, Savita Subramanian and Ohsung Kwon say the economy has reached the mid-cycle phase, where inflation typically is strongest. In prior such phases, excluding the technology bubble, small-caps have outperformed larger ones, and value has beaten growth.The Bank of America team says there are two reasons to like those stocks: many of the companies they highlight are still not expensive, and active funds aren’t positioning for that rising inflation, with heavier exposure to mega than smaller caps.Onto the stocks (nearly half are small-to-midcap companies)…Alcoa — BofA has a share price target $37 for the miner. Aluminum prices could go either way, but global demand growth is a plus for Alcoa.Axalta Coating — Share price target £37 for the global coatings group. The pace of automobile recovery will be key and a stronger dollar and lower raw material costs could be a boost.Broadcom — Share price target $550. Risks for the semiconductor company include sensitivity to U.S.-China trade relations and competition in networking, smartphone and other markets.Hess — Share price target $95. Among the energy company’s risks are oil and gas prices, as well as slowing developments in drilling.Marriott International— Share price objective $150. Economic weakness and worse-than-expected spending by businesses and consumers are among the risks for the hospitality company.Walt Disney — $223 price objective for the entertainment giant that has “best in class assets.” Downside risks include slowing ESPN growth from people deciding not to keep a cable television subscription, weaker consumer confidence, and low theme park attendance. Also watch out for potential film flops.As for the rest, they like CNH Industrial NV ,Comcast, Emerson, Herc, Knight Transportation, Occidental, Parker Hannifin, Principal, Robert Half, Union Pacific, and World Fuel.The chartHere’s that “tail risk” chart from the latest BofA monthly fund manager survey. Bigger risks are higher-than-expected inflation and a “tantrum” in the bond market.The marketsStock futuresYM00,0.01%ES00,0.14%NQ00,+0.54%are wobbling a little, but European stocks are higherSXXP,+0.63%.It was also an up day forAsian markets. Elsewhere, oilCL.1,-1.12%and the dollarDXY,-0.14%are softer and bitcoinBTCUSD,-2.09%is backing further away from the $60,000hit over the weekend.The buzzRetail sales and import prices are due ahead of the market open, followed by industrial production and a National Association of Home Builders index. Aside from the Fed meeting kickoff, investors will also be watching the outcome of a an auction of 20-year Treasury bonds.Ray Dalio, the founder of Bridgewater, the world’s biggest hedge fund firm, declares investing in bonds as “stupid” and investorsshould stick to a “well-diversified portfolio.”AstraZenecaAZN,+0.72%AZN,+3.58%shares are higher after Jefferies upgraded the drug companyto buy from hold. AstraZeneca has been in the hot seat asseveral European countriessuspend its COVID-19 shots over reports of blood clots from inoculations.Finnish telecoms group NokiaNOKIA,+0.57%NOK,+1.90%iscutting up to 10,000 jobsto save $716 million over two years.A team from the U.S. government’s highway safety agency is headed to Detroit to investigate a “violent” crash after a TeslaTSLA,+2.05%vehicledrove under a semitrailer, leaving two people critically injured.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}