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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUnitedHealth Group, Cameco Corp, and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jason Snipe of Odyssey Capital Advisors, Bill Baruch of Blue Line Futures, and Jenny Harrington of Gilman Hill Asset Management answer investment-related questions from CNBC Pro subscribers. Look out for an email where you can submit your questions directly to the Halftime team.
On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this market volatility, including whether to buy, sell or hold specific names. Jason Snipe of Odyssey Capital Advisors highlighted reasons why he continues to like UnitedHealth Group and why the stock is a solid pick. Blue Line Futures' Bill Baruch emphasized why nuclear is the future and how Cameco is a long-term investment. Finally, Jenny Harrington of Gilman Hill Asset Management talked about Ardagh Metal Packaging 's excellent balance sheet.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHarrington: Within stock picking and active management, there is money to be madeJenny Harrington, CEO of Gilman Hill Asset Management, joins Worldwide Exchange to give her top stock picks.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQuantitative tightening caps growth on risky assets, but it's not a bomb to the market, says Gilman Hill's HarringtonCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Jim Lebenthal, Jenny Harrington and Sarat Sethi discuss the Fed's quantitative tightening and what it means for markets heading into 2023.
In this environment, investors need to be very granular in their approach to the stock market, according to investor Jenny Harrington. "Everything in this market right now is moving asynchronously," Harrington said in an interview during the CNBC Financial Advisor Summit on Tuesday. While she is a dividend investor, she is also looking for value in this current market. "The share price has, I think, already discounted an incredibly weak consumer, trading at 10 times earnings," Harrington said. So those will actually become tail winds in next year earnings versus 2022 earnings."
Sam Bankman-Fried Chucks the Crisis Communications Playbook
  + stars: | 2022-12-02 | by ( Nat Ives | ) www.wsj.com   time to read: +5 min
The interviews could be a case study in what not to do in a crisis, some communications executives said. “He’s basically breaking every rule that somebody in the crisis communications field would advise,” said Andrew Gilman, president and chief executive at CommCore Consulting Group, a public relations and communications firm. Asked at the DealBook conference whether his lawyers thought it was wise for him to be speaking, Mr. Bankman-Fried said no. If Mr. Bankman-Fried is determined to say something now, Mr. Gilman said he would have advised putting a statement online and declining to take questions yet. But Mr. Sitrick said he couldn’t fully gauge the results of the mini-media tour because he didn’t know Mr. Bankman-Fried’s goals.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's enormous opportunity in REITs, says Gilman Hill's Jenny HarringtonJason Snipe, Steve Weiss, Jenny Harrington and Jim Lebenthal join the 'Halftime Report' to discuss investment in real estate, the commercial real estate sectors impact on REIT sector and where opportunity lies.
Real estate investment trusts are having a bad year. Blackstone recently had to limit withdrawals from its retail real estate fund , BREIT, for November and December. "I don't think that you are doing yourself a service to make the broad-based statement, 'commercial real estate is bad.'" The time to get out of REITs, I would say, is when interest rates are going up," he said on "Halftime Report." The key to investing is to sort through the sector and choose wisely, Harrington added.
It's been a brutal year for tech stocks, which means there may be opportunities for investors to scoop up some names at a good price. There are big cap names trading at historical lows," said Altimeter Capital Chair and CEO Brad Gerstner on CNBC's " Closing Bell: Overtime " Thursday. Microsoft For Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, Microsoft looks compelling, especially due to its commercial cloud business. Microsoft shares are down 24% in 2022. Stephen Weiss, chief investment officer at Short Hills Capital Partners, also likes Microsoft, as well as Apple .
Gilman Hill Asset Management's Jenny Harrington recommends Devon Energy because of its cheap trading value and solid dividend "I don't want to be a bull, I don't want to be a bear," the investor said on CNBC's "Halftime Report." The Oklahoma-based energy stock gained 57% this year, slightly below the 65% jump seen in the S & P 500 's energy sector. Earlier this month, the company reported third-quarter earnings per share that beat expectations, according to FactSet. Still, Harrington said she likes the dividend the company provides. Harrington also pointed to it trading at seven-times earnings, which is considered low by many investors.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHarrington: Higher interest rates allow a return to a functional investment environmentJenny Harrington, CEO of Gilman Hill Asset Management, joins Worldwide Exchange to discuss how she's trading equities and fixed income.
ONE MORNING LAST MONTH, I awoke to a text from a friend that said, “Man, I look old. I noticed exactly five forehead wrinkles emerging, some creases making themselves at home around my eyes, and—surely not—a hint of a jowl? Michael Gilman, founder of Grooming Lounge, a men’s grooming retailer in McLean, Va., has encountered many guys fretting about crow’s feet. In the past two years, he’s fielded so many wrinkle-related inquiries from men in their 30s and 40s that he developed an in-store, anti-aging facial treatment and launched an anti-aging skin-care section on his site. Both have been hits, he said, adding that, in his experience, men are getting more comfortable expressing their desire to look youthful.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is in a healthy bottoming process, says Gilman Hill's Jenny HarringtonCNBC’s ‘Halftime Report’ investment committee, Jason Snipe, Steve Weiss, Jenny Harrington and Joe Terranova, discuss the Fed, rate hikes and earnings.
Gilman Hill Asset Management CEO Jenny Harrington says a top trade is New York Community Bancorp . The bank said Friday it got approval from the Office of the Comptroller of the Currency to merge with Flagstar under the Flagstar name with a waiting period of 15 days. The Federal Reserve Board must still approve the deal. "Just last week … they finally said that they got OCC approval for the merger with Flagstar," she said on CNBC's "Halftime Report." "They're now extending that merger until December 31 waiting for FRB approval, but it sounds like it's finally going smoothly."
New York CNN Business —Earlier this week Adidas ended its partnership with rapper and fashion designer Ye (who previously went by Kanye West). He even called out Adidas directly during a podcast appearance in which he made antisemitic comments, bragging the company would never cut ties with him. He referenced Adidas directly: “I can say antisemitic things, and Adidas can’t drop me,” he said. Gary Gershoff/WireImage/Getty ImagesAdidas didn’t announce it was severing ties with Ye until Tuesday, October 25, over a week after the podcast was released. Adidas said it will take a big loss in the fourth quarter because its cutting ties with Ye.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYou have to be 'choosey' in the software sector, says Gilman Hill's HarringtonCNBC's Halftime Report Investment Committee discusses where companies will be spending money, stocks the committee is interested in and more.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIntel beats on earnings and revenue, will focus on cost reduction over the next yearCNBC's Kristina Partsinevelos joins 'Closing Bell: Overtime' to report on Intel's third quarter earnings. Gilman Hill CEO Jenny Harrington reacts to the report.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIntel, Verizon, and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jenny Harrington of Gilman Hill Asset Management, Joe Terranova of Virtus Investment Partners, 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.
On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this market volatility, including whether to buy, sell or hold specific names. Gilman Hill Asset Management's Jenny Harrington highlighted reasons why Intel is "a great long-term buy." Joe Terranova of Virtus Investment Partners discussed natural gas prices. He recommended waiting out the warm weather and looking to early next year for a clear signal on how high gas prices will rise. Finally, Amy Raskin of Chevy Chase Trust talked about Verizon , noting it's a very cheap stock to own with a high dividend yield.
Harrington: We are in a bottoming process
  + stars: | 2022-10-20 | 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 EmailHarrington: We are in a bottoming processJenny Harrington of Gilman Hill Asset Management says investors are used to a "ricochet recovery" in the markets, but the bottoming process this time will take some time, but it's healthy and constructive.
Investors should be looking granularly at individual stocks to tell if they've bottomed and if it's a good time to buy, said Jenny Harrington, chief executive officer of Gilman Hill Asset Management. You've got Ark and those kind of nose-bleedy valuation stocks down 62%, S & P down 23-and-change, dividend stocks down nine. Harrington said traders are worried about knee-jerk moves, but long-term investors should simply "stay the course." Harrington pointed to data storage company Seagate , which is down about 52% this year, as one that has already bottomed. "You can always find individual companies out there that have bottomed, that are the right price to buy now," she said.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTeladoc Health trading on the story, not the valuation, says Gilman's Jenny HarringtonJenny Harrington, Gilman Hill Asset Management CEO, joins 'Halftime Report' to discuss the falling Teladoc shares and the pressure the ARK Innovation ETF in facing right now.
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