Will Caterpillar Benefit From A Fiscal Spending Impulse In An Election Year? Bill Baruch on CNBC
Bill Baruch shares his view on the current state of infrastructure spending and how Caterpillar is positioned within the space. Bill also shares his outlook on John Deere and whether there’s light at the end of the tunnel after a weak earnings report. Transcript: …I mean we touched the record high we’re trying to get […]
Does Apple’s Ecosystem Justify A March To $4 Trillion? Bill Baruch on CNBC
As small caps have underperformed for the better part of a decade, Bill Baruch shares his thoughts on the asset class and whether smaller firms might start catching up to megacap tech. Transcript: Is there a road ahead to justify the multiple that it currently trades at? I’m not suggesting there isn’t, but I want to hear […]
Small Caps Have Underperformed For Too Long To Ignore. Bill Baruch on CNBC
As small caps have underperformed for the better part of a decade, Bill Baruch shares his thoughts on the asset class and whether smaller firms might start catching up to megacap tech. Transcript: The method to the number, is that right? Small caps are going to lead the way next year? Yeah, I like to under-promise, maybe […]
Micron’s Earnings Report Propels The Stock. What’s Next In An AI Market For Semis?
Bill Baruch shard his latest thoughts on Micron Technology after the company reported earnings. As pricing improves and supply of semiconductor bodes favorably for the company, Bill shares the outlook across the semiconductor space and how to make sense of this AI cycle. TRANSCRIPT Now, one thing I really do like, going back to last […]
What Sectors Are Going To Lead In 2024? Bill Baruch On Portfolio Names For Next Year.
As investors get ready for the new year, Bill Baruch takes a look at some of the stocks on his radar and what sector dynamics will matter in 2024. TRANSCRIPT: IKVIA 26 IQ what is that target up 25 health sciences thermo Fisher a little more volatility maybe with that a little little more of multiple […]
