Latest news with #SeymourAssetManagement
CNBC
2 days ago
- Business
- CNBC
Tim Seymour: Gold has a lot more upside to go
Tim Seymour, Seymour Asset Management CIO, joins 'Closing Bell: Overtime' to discuss his bullish call for gold and his read on Cisco.
CNBC
4 days ago
- Business
- CNBC
Apple becomes latest company to offer cash olive branch to Trump. How do you invest around this?
(PRO Views are exclusive to PRO subscribers, giving them insight on the news of the day direct from a real investing pro.) Tim Seymour acknowledges it's hard to navigate the different trade headlines hitting each day, but investors should realize most of these so-called deals are not "real" news and focus on the company fundamentals instead. The founder of Seymour Asset Management is a buyer of Apple (AAPL) today, but not because CEO Tim Cook is giving President Donald Trump a $100 million peace offering with a promise to manufacture more of its products on U.S. shores. AAPL 1D mountain Apple, 1-day The stock is rocking on the news but, as he explains in this video above, Seymour is buying because of Apple's amazing second quarter where revenue increased by 10% and operating margins overseas expanded for the third-straight period. Seymour discusses the next catalyst for Apple shares. In general, he said investors should not be swayed by these headlines that can sometimes boost or knock certain stocks depending on whether the companies are playing along with Trump's trade narrative or not. Tim and I also discuss: Whether Nvidia is winning the trade gamesmanship with Trump Implications of India's new 50% tariff rate The U.K.'s new friendly relationship with Trump and the best stocks to buy there The history of the Grateful Dead and Golden Gate park Disclosure: Seymour is a portfolio manager, sub-advisor on the Amplify International Enhanced Dividend (IDVO) .
CNBC
17-07-2025
- Business
- CNBC
Tim Seymour: Early in a international market bull cycle underpinned by fundamentals
Tim Seymour, Seymour Asset Management CIO, joins 'Power Lunch' to discuss the world's equity performance, if it's a one-year phenomenon and much more.
CNBC
24-06-2025
- Business
- CNBC
Tim Seymour reveals global 'Mag 7' for U.S. investors as international markets outperform
With international markets starting to catch up to U.S. stocks, it's time now for investors to take a look at a global version of the popular Magnificent 7 portfolio, according to Tim Seymour of Seymour Asset Management, who has been investing internationally for three decades. "Big thematic, secular trends that have been exciting ... there's opportunity globally and the opportunities in some of these names are [at] significant discounts," said Seymour in a special PRO Download interview for CNBC PRO with me. These stocks trade in the U.S. so they are as easy to play for domestic investors as the regular Magnificent 7 names like Nvidia and Amazon . (See full video above for comments and stock picks.) While the U.S. benchmark S & P 500 has turned around earlier losses to put up a 3% gain so far this year, most major global markets are doing even better in 2025 after many years of underperformance. The Euro Stoxx 50 , the FTSE 100 in the UK and Germany's DAX are all handily topping the S & P 500. Seymour thinks there are several structural things that are becoming tailwinds for international markets, including valuations of U.S. tech stocks vs. their global counterparts, foreign investor flows starting to favor home markets over the U.S. and, perhaps most importantly, an embrace of deficit spending in countries such as Germany. "There's a group of global Mag 7s out there, too, that I think finally are getting a little more attention and some of this is a function of the same big picture thematic trends around AI and data centers," said Seymour, adding that his global version of the popular trade also contains some stocks outside of tech. Here are his global Mag 7 names: " SAP is not only a software play on AI but it also is on data center and security," said Seymour. "This is a combination of CrowdStrike and Salesforce; before those companies were even established SAP's been a global leader." On top of those seven, Seymour also mentioned Siemens positively. The Fast Money trader also discussed: Why the stock and oil markets have shrugged off the Iran bombings this week. It's all about the energy infrastructure and whether that stays intact Why his view is not anti-U.S. and how the country will keep its reserve currency status. Long overdue deregulation in Europe opening up an opportunity in banks like Barclays. Why the time is now for global markets to outperform the U.S.
CNBC
24-06-2025
- Business
- CNBC
Korea, India, Vietnam stand out as Asia's top growth plays
Frederic Neumann Chief Asia Economist & Co-Head of Global Research, Asia at HSBC and Tim Seymour CIO at Seymour Asset Management see EM as undervalued, with Korea, India, Vietnam standing out. China tech, like Alibaba and Tencent, remains attractive despite tensions.
