CNBC Pro Talks: Amazon, LVMH and more — fund manager reveals the consumer stocks to buy right now

  • 📰 CNBC
  • ⏱ Reading Time:
  • 10 sec. here
  • 10 min. at publisher
  • 📊 Quality Score:
  • News: 35%
  • Publisher: 72%

Investment Strategy News

Steve Sedgwick,Amazon.Com Inc,Netflix Inc

CNBC's Will Koulouris will ask the CEO of Infusive Asset Management how he harnesses the power of the consumer in the next Pro Talks.

When trying to assess the growth prospects of companies, portfolio manager Jack Dwyer says the consumer is king. CNBC's Will Koulouris will ask the CEO of Infusive Asset Management how he harnesses the power of the consumer in Pro Talks on Wednesday, April 24. The top holdings of Infusive's Consumer Alpha Global Leaders Fund include Amazon , Netflix and Alphabet , in addition to consumer stocks such as McDonald's , LVMH and PepsiCo .

When selecting stocks, Dwyer urges investors to avoid making generalizations about consumer strength on a country basis, and highlighted a divergence across the luxury sector.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 12. in ZA

South Africa South Africa Latest News, South Africa South Africa Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

When Tesla shares fall, these 6 stocks tend to rise, according to recent historyCNBC Pro screened for stocks that were inversely correlated to Tesla's over recent weeks.
Source: CNBC - 🏆 12. / 72 Read more »

These 10 oil stocks are the most — and least — sensitive to price swings amid Iran-Israel tensionsCNBC Pro screened for stocks that are highly correlated with Brent crude oil prices.
Source: CNBC - 🏆 12. / 72 Read more »

These 4 stocks can help investors play defense as inflation rattles the marketCNBC Pro screened for S&P 500 stocks that fit the bill as defensive options.
Source: CNBC - 🏆 12. / 72 Read more »

These are the cheapest stocks in the S&P 500 at the start of the second quarterCNBC Pro screened for names that may offer value.
Source: CNBC - 🏆 12. / 72 Read more »