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Three picks from investor Kevin Simpson to capitalize on this market melt-up
Three picks from investor Kevin Simpson to capitalize on this market melt-up

CNBC

time2 days ago

  • Business
  • CNBC

Three picks from investor Kevin Simpson to capitalize on this market melt-up

(PRO Views are exclusive to PRO subscribers, giving them insight on the news of the day direct from a real investing pro. See the full discussion above.) As this stock market is ripping to records, Capital Wealth Planning's Kevin Simpson is keeping his cool, scooping up some value picks that will benefit as the rally broadens out, while deploying his tried-and-true options strategy to generate income. He's also playing along with one bull market leader — Meta — which he still puts in the value category despite its 33% gain this year. I spoke with Simpson, whose Morningstar five-star rated exchange-traded-fund offers smooth upward returns, on Wednesday as the Dow Jones Industrial average popped 400 points for a second day in a row following a tame-enough CPI report that sparked speculation multiple rate cuts from the Federal Reserve were just around the corner. "Markets are right now riding a rate-cut-environment wave that can continue and I think that the risk is missing the upside here over the short term," said Simpson, founder and chief executive officer at Capital Wealth, in the interview exclusive to PRO subscribers. Simpson, a regular on CNBC's " Halftime Report ," added to McDonald's and RTX (Raytheon) in the past week for their solid dividends and value profiles. "We're not looking at things that you're chasing. We're not going after the memes. We're looking for things that have a little bit of value," he said. MCD YTD mountain McDonald's YTD And he added to the Facebook parent this week too, which was his No. 1 pick going into the year. "We believe in it long term. We believe in the valuation," said Simpson. "The spend they are doing on AI is substantial, but I think at this stage if you're not spending on AI, you might be penalized longer term." META YTD mountain Meta, YTD Simpson also was writing covered calls in this frothy environment, which entails selling call options on a portion of the stocks you own at higher strike prices. The method allows you to collect the options premium from the sale to generate income. You do give up some of the upside because if the stock rises to that higher level, the shares can be called away from you. But it's a method he uses to generate smooth returns over time. His firm manages the Amplify CWP Enhanced Dividend Income ETF (DIVO) and the Amplify CWP Growth & Income ETF (QDVO) for investors and advisors who want Simpson to deploy the strategy for them instead of doing it on their own. (See the full discussion above.)

Apple (AAPL) Bull Says iPhone Will Be a ‘Great' AI Catalyst – ‘We Feel Stock is Very Attractive'
Apple (AAPL) Bull Says iPhone Will Be a ‘Great' AI Catalyst – ‘We Feel Stock is Very Attractive'

Yahoo

time28-07-2025

  • Business
  • Yahoo

Apple (AAPL) Bull Says iPhone Will Be a ‘Great' AI Catalyst – ‘We Feel Stock is Very Attractive'

Apple Inc (NASDAQ:AAPL) is one of the . Kevin Simpson, Capital Wealth Planning founder and CIO, said in a recent program on CNBC that he's hopeful about Apple Inc (NASDAQ:AAPL)'s shares despite uncertainties around the company's AI strategy. 'I don't want to pretend to know what they're going to do when it comes to artificial intelligence or Apple AI, but I do believe that they're going to do something. I feel like this device (iPhone) will be a great catalyst for us to be able to interface with artificial intelligence. How they decide to do it, I don't know. But remember, we're an active portfolio. So I sold out of the position, Frank, just to go back in time back in December. So we liquidated Apple at 247 and a half. At that point, we thought it was a little bit too pricey at 250. At 200, we feel the stock is very attractive and it's a longer-term investment. We know we're going to get paid while we wait.' Apple Inc (NASDAQ:AAPL) is desperately in need of new catalysts. The company's revenue in China fell 8% in fiscal year 2024, following a 2% decline the previous year. The Chinese market accounts for about 15% of Apple's total revenue, so this downtrend cannot be ignored. Investors had hopes from the Wearables, Home, and Accessories segment, but so far, its performance has been weak. Vision Pro faces tough competition from Meta's $500 Quest and the more affordable Quest 3S, making it hard to justify its $3,500 price tag. The failure of Apple's HomePod, unable to compete with Amazon's and Google's lower-priced offerings, further highlights the challenges in this market. Photo by Alexandr Bormotin on Unsplash Apple's iPhone 16 has not shown promising growth prospects yet, and investors are still in a wait-and-see mode on the AI platform. Wedgewood Partners stated the following regarding Apple Inc. (NASDAQ:AAPL) in its second quarter 2025 investor letter: 'Apple Inc. (NASDAQ:AAPL) detracted from performance after investors became impatient with the Company's AI development efforts – particularly the promises made but promises not kept with Siri integrated with AI. It is much too early to conclude that Apple cannot succeed in developing a compelling AI-assisted offering for its device and software ecosystem. For decades, Apple's proprietary hardware and software have enabled the Company to consistently provide unmatched user experiences that consumers increasingly rely on a daily basis. Whether Apple – with their unmatched installed base of over a billion user devices – develops its AI with eager partners or over a slightly longer timeframe than what investors hoped for does not change the Company's core competitive differentiation that comes from years of integrating custom silicon with internal operating system software.' While we acknowledge the potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio

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