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Goldman's top trades for this upcoming earnings season

CNBC: Investing

To be exact, 35 S & P 500 companies and six in the Dow Jones Industrial Average are set to report next week, including two of the largest banks in the country, JPMorgan and Citigroup , both of which report before the market opens on Tuesday. GEHC 3M mountain GE HealthCare over the past three months.

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Mike Khouw on a hedging strategy with the market at record highs and some threats emerging

CNBC: Investing

President Biden's approval rating heading into the debate was already low. The Pew Research Center's survey in April of 2024 showed that the number of U.S. The Pew Research Center's survey in April of 2024 showed that the number of U.S. The most notable exception is healthcare. Time to hedge?

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On the hunt for cheap stocks due for a second half bounce with Morningstar

CNBC: Investing

S & P 500 health care stocks are selling at 17 times forward earnings, far below their historical valuation. The entire S & P 500 sells for 23 times forward P/E. The industry is just starting to outperform, as traders rotate into a sector that is starting to look cheap after lagging this year.

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Best Stocks: 2025 will be known as the year when boring utilities joined the growth team

CNBC: Investing

Josh — It's quite possible that 2025 will be remembered as the year where defensive utilities became growth stocks. As Sean explains below, this sector is the second best performing group of stocks in the entire S & P 500 this year. DTE's presence in Detroit is notable in the age of the electric vehicle.

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Best Stocks: Three healthcare names to ponder including a biotech back to levels not seen in a decade

CNBC: Investing

Josh here — The healthcare sector has entered the chat. Josh here — The healthcare sector has entered the chat. There are 12 healthcare names now on our Best Stocks list as of the end of last week. I'll show you a few of these set-ups below and then Sean's going to share some fundamentals for these healthcare firms.

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Danny Moses of ‘The Big Short’ breaks down why he likes the unloved energy sector now

CNBC: Investing

The Moses Ventures founder pointed out that energy stocks' weighting in the S & P 500 benchmark is only 3% right now, compared to their historical average of 7%. No one's going to tell them to drill baby drill when they don't want to. Their balance sheets are in much better shape.

S&P
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Best stocks: Defense, including these 2 names, may be in secular bull market as global conflicts mount

CNBC: Investing

and WMB is up 2.7%, both outperforming the S & P 500 up 1.6% Below is AXON and RTX vs the S & P 500 since we mentioned them on May 19: Over the long run, the fundamental value of energy and aerospace stocks (and all stocks) are influenced by structural and secular trends, not one-off conflicts. 7% respectively.