cnbc.com
Post-Election Market Outlook and Stock Recommendations
Analysts discuss market volatility following the US elections, highlighting key economic factors and recommending promising stocks such as UPS, CRH, and Mastercard.
English
United States
EconomyUs PoliticsElectionStocksMarketInvesting
Motley Fool Asset ManagementCnbcSlatestone WealthUnited Parcel Service (Ups)Mastercard
Shelby McfaddinKenny Polcari
- What is the overall market sentiment regarding the impact of the recent US elections?
- Shelby McFaddin and Kenny Polcari, analysts at Motley Fool Asset Management and Slatestone Wealth respectively, expect market volatility this week due to the election but believe it will have limited long-term impact.
- What are the key economic concerns and political factors affecting investment decisions?
- McFaddin suggests that both potential administrations would increase infrastructure spending, and inflation remains a key concern. Investors are closely watching which party controls Congress, as a divided government could hinder policy implementation.
- Why is Mastercard viewed as a resilient investment option, even with its current valuation?
- McFaddin also points to Mastercard as a strong investment, noting its importance in payment infrastructure and its insulation from weakening consumer spending, despite its high valuation.
- What are some of the stocks that are considered promising investments according to Shelby McFaddin?
- McFaddin highlights UPS as a 'success story,' citing its rebounding earnings and revenue, exceeding Wall Street expectations and improving its operating margin forecast. She praises its management's ability to deliver on margins despite external challenges.
- What is the rationale behind the positive outlook for CRH, and what factors contribute to this perspective?
- CRH is another stock McFaddin recommends, expecting it to benefit from increased infrastructure spending and the need for rebuilding after recent weather disasters. She also sees opportunities in the company's asphalt and concrete businesses as people move away from coastal areas.