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☆ Karen Firestone: Tech dominates the S&P 500. It's time to ask whether it's the best benchmark for investors
▼ + stars: | 2024-04-29 | by ( Karen Firestone | ) www.cnbc.com time to read: +7 min

Answering that question assumes understanding why we use the S & P 500 in the first place. While the Dow heavily favors industrial businesses — steel, chemicals, autos, oil and gas — the S & P 500 offers a more diverse representation. Also, the S & P 500 index is weighted by market value, which makes sense to professional investors. While certainly not a proxy for the S & P 500, it provides more exposure to other industries and stocks. As shown below, the equal-weighted S & P 500 has slightly outperformed the S & P 500 over the past 20 years.

Persons: I've, Gamble, Karen Firestone Organizations: Dow Jones, Dow, Apple, Procter, Microsoft, Nasdaq, Bloomberg, Goldman, Commodities, Asset Management

☆ What are the chances Nvidia can continue its parabolic gain? Let's look at stock market history
▼ + stars: | 2024-03-18 | by ( Karen Firestone | ) www.cnbc.com time to read: +5 min

That's over a 2000% gain, compared to 83% for the S & P 500. While the absolute numbers were uninspiring, the relative performance, versus the S & P 500, was even more discouraging. Of the 49 double-bagger-plus names, only 21, or 43%, outperformed the S & P in the next year, with 28, or 57% underperforming. It generally relies on earnings growth, often before those profits emerge, but eventually as the company's sustaining force. Does that mean buying NVDA is safe, because of that earnings growth rate?

Organizations: Nvidia

☆ Final Trades: Thermo Fisher, Samsara and IYR
▼ + stars: | 2024-02-29 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Thermo Fisher, Samsara and IYRToday’s ‘Halftime Report’ Investment Committee, Karen Firestone, Shannon Saccocia and Josh Brown give their top picks to watch for the second half.

Persons: Today’s, Karen Firestone, Shannon Saccocia, Josh Brown Organizations: Investment

☆ Karen Firestone: Here’s what’s fueling mega-cap tech’s win streak into 2024
▼ + stars: | 2024-02-07 | by ( Karen Firestone | ) www.cnbc.com time to read: +5 min

The Jan. 31 session, which came after the first Big Tech earnings day, was tough. A non-stock devotee would be blown away by any of the following data points: In the fourth quarter , Meta grew ad volume by 21% year over year. Meanwhile, net sales for Amazon in 2023 hit $574.8 billion – a 12% increase from the year earlier. The above table illustrates the compound annual growth rate analysts expect for the mega caps, the S & P 500, and the 494 stocks excluding the Big Six. This compares to 20.3 for the S & P 500.

Persons: we've, Jerome Powell's, Meta, Apple, bemoaned Meta's, ROA, — Karen Firestone Organizations: Big Tech, Microsoft, Nasdaq, Nvidia, Apple, Google, Power, Amazon, TikTok, Facebook, Asset Management

☆ Kari Firestone on UnitedHealth: This is a great company that has a lot of momentum
▼ + stars: | 2024-02-07 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKari Firestone on UnitedHealth: This is a great company that has a lot of momentumKaren Firestone, Aureus Asset Management chairman and CEO, joins CNBC's 'Halftime Report' to explain why she still likes UnitedHealth.

Persons: Kari Firestone, Karen Firestone Organizations: Aureus Asset Management

☆ Final Trades: West Pharma, Sonos, Thermo Fisher and TransDigm
▼ + stars: | 2024-02-07 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: West Pharma, Sonos, Thermo Fisher and TransDigmToday’s “Halftime Report” Investment Committee, Steve Weiss, Joe Terranova, Brian Belski and Karen Firestone give their top picks to watch for the second half.

Persons: Today’s, Steve Weiss, Joe Terranova, Brian Belski, Karen Firestone Organizations: West Pharma, Investment

☆ Key earnings on deck: Disney, O'Reilly and Expedia
▼ + stars: | 2024-02-07 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKey earnings on deck: Disney, O'Reilly and ExpediaJoe Terranova, Karen Firestone and Brain Belski break down what they'll be watching from the earnings reports.

Persons: O'Reilly, Expedia Joe Terranova, Karen Firestone, Brain

☆ Final Trades: Alibaba, Blackstone, Apollo Global, and SLB
▼ + stars: | 2024-01-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Alibaba, Blackstone, Apollo Global, and SLBStephanie Link, Hightower chief investment strategist and portfolio manager, Joe Terranova, senior managing director at Virtus Investment Partners, Karen Firestone, CEO at Aureus Asset Management, and Rob Sechan, managing partner at NewEdge Wealth, join 'Halftime Report' to share their top picks to watch for the second half.

Persons: Stephanie Link, Hightower, Joe Terranova, Karen Firestone, Rob Sechan Organizations: Apollo, Virtus Investment Partners, Asset Management, NewEdge Wealth

☆ Consumers will likely 'hold in enough' for a soft landing, says Aureus' Kari Firestone
▼ + stars: | 2023-11-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailConsumers will likely 'hold in enough' for a soft landing, says Aureus' Kari FirestoneKaren Firestone, Aureus Asset Management chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, whether the current rally can last, strength of the consumer, and more.

Persons: Aureus, Kari Firestone Karen Firestone Organizations: Aureus Asset Management

☆ We feel comfortable if we hold steady and move up a little higher from here, says Kari Firestone
▼ + stars: | 2023-11-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe feel comfortable if we hold steady and move up a little higher from here, says Kari FirestoneKaren Firestone, Aureus Asset Management chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, the Fed's looming rate decision, state of the economy, and more.

Persons: Kari Firestone Karen Firestone Organizations: Aureus Asset Management

☆ Here’s how Taylor Swift, consumer spending and this puzzling labor market fit together
▼ + stars: | 2023-10-31 | by ( Karen Firestone | ) www.cnbc.com time to read: +5 min

On several occasions, I would walk into Macy's and buy a tube of lipstick, which was something I found comforting. Considering that every lipstick I own, which is not a small number, is basically the same color, I also found that strange. For instance, rather than purchasing a new $400 dress, they might choose to buy a $35 tube of Lancôme lipstick. Let's look at the top-grossing concert tours in the U.S. this year. Taylor Swift, Beyoncé, and Ed Sheeran have collectively sold $1.48 billion in ticket sales through August 2023, or $2.22 billion on an annualized basis, according to estimates from Forbes .

Persons: Taylor Swift, Ed Sheeran, Elton John, Jessica Reif Ehrlich, Karen Firestone Organizations: Forbes, Bank of America, U.S . Census, National Association of Realtors, Asset Management Locations: Boston, U.S, Pollster

☆ We really need more participation for the market to move higher, says Aureus' Kari Firestone
▼ + stars: | 2023-10-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe really need more participation for the market to move higher, says Aureus' Kari FirestoneKaren Firestone, Aureus Asset Management chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, why she doesn't believe a recession is on the horizon anytime soon, earnings season, and more.

Persons: Aureus, Kari Firestone Karen Firestone Organizations: Aureus Asset Management

☆ One tech stock is reaching heights despite market turmoil. These traders think it can keep rising
▼ + stars: | 2023-10-10 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Alphabet shares are up 56% in 2023, but the stock still looks promising, according to Karen Firestone, CEO of Aureus Asset Management. "We still think it's very attractive," she said on CNBC's " Halftime Report ." "I think the amount of intelligence they have put into the search engine is phenomenal and that's just going to continue building," she added. Fellow "Halftime Report" traders Josh Brown, Sarat Sethi and Jim Lebenthal agreed that the stock still has strong prospects, even at this valuation. "This is the one tech stock that I'm overweight … It's attractively priced for a rapidly growing company," said Lebenthal, chief equity strategist at Cerity Partners.

Persons: Karen Firestone, Firestone, Firestone wasn't, Josh Brown, Sarat Sethi, Jim Lebenthal, Lebenthal, Sethi, Douglas C, Management's Brown, Brown Organizations: Asset Management, Firestone, Cerity Partners, Lane, Associates, Google

☆ Boeing, Booking Holdings and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-10-05 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," CNBC Pro subscribers asked which stocks they should buy, hold or sell right now. Jim Lebenthal of Cerity Partners said Boeing 's share price is at an attractive level to buy and hold right now. Then, Aureus Asset Management's Karen Firestone explained why she likes Booking Holdings ' stock as a travel-related investment.

Persons: Jim Lebenthal, Karen Firestone Organizations: CNBC, Cerity Partners, Boeing, Holdings

☆ Intel core processors expected to bring AI to PCs by December 14
▼ + stars: | 2023-09-19 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIntel core processors expected to bring AI to PCs by December 14Karen Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, and CNBC's Kristina Partsinevelos, join 'Halftime Report' to discuss Intel as the company kicked of its developer conference on Tuesday.

Persons: Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal, CNBC's Kristina Partsinevelos Organizations: Intel, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners

☆ Watch CNBC’s investment committee discuss Amazon
▼ + stars: | 2023-09-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s investment committee discuss AmazonKaren Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, join 'Halftime Report' to discuss how investors should approach Amazon, how they look at various divisions of the company, and more.

Persons: Amazon Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal Organizations: Watch, Amazon, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners

☆ Fed kicks off 2-day meeting: What investors should expect
▼ + stars: | 2023-09-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed kicks off 2-day meeting: What investors should expectKaren Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, and CNBC's Steve Liesman, join 'Halftime Report' to discuss what to expect from Fed's meeting, how Fed's decision in rate hikes will impact the market, and more.

Persons: Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal, Steve Liesman Organizations: Fed, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners

☆ Amazon hiring 250,000 employees for holiday rush. How the pros say to play it
▼ + stars: | 2023-09-19 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon hiring 250,000 employees for holiday rush. How the pros say to play itJim Cramer, Josh Brown of Ritholtz Wealth Management, Sarat Sethi of DCLA and Karen Firestone of Aureus Asset Management discussed Amazon after the company announced Tuesday it will add a quarter of a million employees ahead of the holiday season in the United States.

Persons: Jim Cramer, Josh Brown, Sarat Sethi, DCLA, Karen Firestone Organizations: Ritholtz Wealth, Aureus Asset Management Locations: United States

☆ Apple falls 1% after unveiling new iPhone. Here's what the pros say to do next
▼ + stars: | 2023-09-13 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple falls 1% after unveiling new iPhone. Here's what the pros say to do nextJim Cramer, Toni Sacconaghi of Bernstein, Dan Ives of Wedbush Securities and Karen Firestone of Aureus Asset Management discussed Apple after the company launched new products Tuesday and hiked iPhone prices in China, Japan and India.

Persons: Jim Cramer, Toni Sacconaghi, Bernstein, Dan Ives, Karen Firestone Organizations: Apple, Wedbush Securities, Aureus Asset Management Locations: China, Japan, India

☆ Karen Firestone: What investors should know about megacap stocks’ market influence
▼ + stars: | 2023-08-30 | by ( Karen Firestone | ) www.cnbc.com time to read: +5 min

These four are responsible for 46% of the 17% gain in the S & P 500 year to date. In 2003, the largest stocks – General Electric , Microsoft, Pfizer and Exxon Mobil – represented merely 4.4% of the total index market value. By 2013, the share commanded by giants Apple, Exxon, Microsoft and GE rose to 8.9% of the S & P 500. That's still below their 21% market value share, but it helps explain what investors are paying for: exceptional free cash flow and sustainable margins. The S & P 500 will struggle without participation from its biggest components.

Persons: That's, Price, Karen Firestone Organizations: Apple, Microsoft, Nvidia, Meta, Delta Air Lines, Micron Technology, Electric, Pfizer, Exxon Mobil, Exxon, GE, U.S, Union, Asset Management

☆ Target pares post-earnings gains. Here's what the pros say to do next
▼ + stars: | 2023-08-16 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTarget pares post-earnings gains. Here's what the pros say to do nextJim Cramer, Michael Baker of D.A. Davidson, Stephanie Link of Hightower Advisors, Karen Firestone Aureus Asset Management and Steve Weiss of Short Hills Capital discussed Target after shares surged following its second-quarter earnings report then slowed into Wednesday's market close.

Persons: Jim Cramer, Michael Baker of D.A, Davidson, Stephanie Link, Karen Firestone, Steve Weiss Organizations: Hightower Advisors, Asset Management, Short Hills

☆ Broadcom, Lowe's and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-07-27 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks and exchange-traded funds to buy, hold or sell. Aureus Asset Management's Karen Firestone shared her thesis on why Lowe's and Home Depot could get a boost from earnings and increased consumer spending. Rob Sechan of NewEdge Wealth discussed why he sees Broadcom as a reasonably priced beneficiary of the artificial intelligence boom. Finally, Jim Lebenthal of Cerity Partners explained why holders of Cleveland-Cliffs should not have to wait long before they start seeing returns.

Persons: Karen Firestone, Rob Sechan, Jim Lebenthal Organizations: CNBC Pro, NewEdge, Broadcom, Cerity Partners Locations: Cleveland

☆ Reels, ads, and cost-cutting boost Meta stock to 17-month high. How the pros are playing it
▼ + stars: | 2023-07-27 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailReels, ads, and cost-cutting boost Meta stock to 17-month high. How the pros are playing itJim Cramer, Brad Erickson of RBC Capital Markets, Barton Crockett of Rosenblatt Securities, Ron Josey of Citi, Rob Sechan of NewEdge Wealth, Josh Brown of Ritholtz Wealth Management and Karen Firestone of Aureus Asset Management discussed Meta after the company beat 2Q earnings and revenue estimates, and the stock hit levels not seen since early 2022.

Persons: Jim Cramer, Brad Erickson, Barton Crockett, Ron Josey, Rob Sechan, Josh Brown, Karen Firestone Organizations: RBC Capital Markets, Rosenblatt Securities, Citi, Ritholtz Wealth Management, Aureus Asset Management

☆ PayPal, Alphabet and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-07-20 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPayPal, Alphabet and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jim Lebenthal of Cerity Partners, Karen Firestone of Aureus Asset Management and Amy Raskin of Chevy Chase Trust answer investment-related questions from CNBC Pro subscribers. Look out for an email where you can submit your questions directly to the Halftime team.

Persons: Jim Lebenthal, Karen Firestone, Amy Raskin Organizations: PayPal, Cerity Partners, Aureus Asset Management, Chevy Chase Trust, CNBC Pro

☆ CarMax shares on pace for best day in three years
▼ + stars: | 2023-06-23 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCarMax shares on pace for best day in three yearsAureus Asset Management's Karen Firestone joins 'Halftime Report' to discuss CarMax earnings topping sales and profit estimates, weakness in the used car market, and the new versus used car market.

Persons: Karen Firestone

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