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Watch CNBC’s full interview with DCLA’s Sarat Sethi
  + stars: | 2023-04-06 | 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 full interview with DCLA’s Sarat SethiSarat Sethi, DCLA managing partner and CNBC's Steve Liesman join ‘Power Lunch’ to discuss their expectations from tomorrow’s job reports and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOPEC cut signals more stress on consumers and enterprise, says Virtus' Joe TerranovaLiz Young, Joe Terranova, Sarat Sethi, Steve Weiss join 'Halftime' to discuss the first day of trading for Q2, timing the duration of a tech run, and caution around an imminent recession.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss the first trading day of Q2Liz Young, Joe Terranova, Sarat Sethi, Steve Weiss join 'Halftime' to discuss the first day of trading for Q2, timing the duration of a tech run, and caution around an imminent recession.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBe careful being overstretched in tech valuations, warns DCLA's Sarat SethiSarat Sethi, DCLA managing partner, joins 'Power Lunch' to discuss his reason for believing tech is overstretched and overvalued.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe FDIC's $250,000 isn't enough to restore depositor confidence, says DCLA's Sarat SethiCNBC’s ‘Halftime Report’ investment committee, Jason Snipe, Joe Terranova, Kari Firestone and Sarat Sethi, weigh in on First Republic Bank, which some members have positions in.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC ‘Halftime Report’ investment committee weigh in on First Republic BankCNBC’s ‘Halftime Report’ investment committee, Jason Snipe, Joe Terranova, Kari Firestone and Sarat Sethi, weigh in on First Republic Bank, which some members have positions in.
"This is a classic example of a company that's gonna do well when all the other banks are not," Sethi said on CNBC's "Halftime Report." Shares of New York Community Bancorp surged more than 35% Monday, rebounding from losses of 11.3% and 14.6%, respectively, the past two weeks. The announcement made her think, "the game has changed for New York Community Bank." "One bank's loss is going to be another bank's gain, and that's exactly what this is." NYCB FRC,KRE 1M mountain New York Community Bancorp, First Republic and the KRE's past month
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStock market still has long-term opportunities but confidence is key, says DCLA's SethiSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss Sethi's thoughts on the CPI data, and what he thinks of what the Federal Reserve has done for the banks.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sarat Sethi: Sticking to fundamentals will be very important in the next 3-6 monthsSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss what Jerome Powell's upcoming testimony could mean for stocks, what kind of surprises Sethi is expecting, and more.
Grade my trade: JNJ, ACN, ULTA & AMZN
  + stars: | 2023-03-06 | 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 EmailGrade my trade: JNJ, ACN, ULTA & AMZNCNBC’s ‘Halftime Report’ investment committee, Jason Snipe, Shannon Saccocia, Joe Terranova and Sarat Sethi, weigh in on the Johnson & Johnson, Accenture, Ulta Beauty and Amazon trades.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sarat Sethi likes Apple and says it will do well with fundamentals and earningsCNBC’s ‘Halftime Report’ investment committee, Jason Snipe, Shannon Saccocia, Joe Terranova and Sarat Sethi, discuss Goldman Sachs' call to buy Apple and preview expectations ahead of this week's earnings.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC ‘Halftime Report’ investment committee weigh in on Goldman Sachs' Apple callCNBC’s ‘Halftime Report’ investment committee, Jason Snipe, Shannon Saccocia, Joe Terranova and Sarat Sethi, discuss Goldman Sachs' call to buy Apple and preview expectations heading into this week's earnings.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full midday market discussion with Amy Raskin, Steve Weiss, Joe Terranova and Sarat SethiChevy Chase Trust's Amy Raskin, Short Hills Partners' Steve Weiss, Virtus Investment Partners' Joe Terranova and DCLA's Sarat Sethi join the "Halftime Report' to discuss weak performance in energy markets, bond yields and Fed policy going forward.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTime is the enemy of the market right now, says Virtus Investment Partners' Joe TerranovaAmy Raskin, Steve Weiss, Joe Terranova, and Sarat Sethi join the "Halftime Report' to discuss weak performance in energy markets, bond yields and Fed policy going forward.
Energy stocks may be lagging the market, but don't count them out just yet, according to "Halftime Report" traders. The Energy Select Sector SPDR Fund gained a whopping 57.6% in 2022, compared with the S & P 500 's 19.4% drop. XLE YTD mountain Energy Select Sector SPDR Fund YTD performance However, he still advocates an overweight exposure to the energy sector. Sarat Sethi, portfolio manager at Douglas C. Lane & Associates, is also slightly overweight in energy and sees a potential buying opportunity. "Generally speaking, European energy trades much cheaper to US energy for a variety of historical reasons that I think are no longer relevant," she said.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sethi: There are several opportunities for long-term investors todaySarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss Tuesday's market action, his estimates for the S&P earnings, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhen you look at the data, the economy is still strong, says DCLA's Sarat SethiDCLA's Sarat Sethi joins 'Power Lunch' to discuss what he sees as the Fed's path following today's hotter-than-expected CPI number.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDouglas C. Lane's Sarat Sethi still likes Roblox long-term, calls it 'fruitful'Sarat Sethi, Douglas C. Lane managing partner, joins 'Closing Bell: Overtime' to discuss Alphabet's sell-off and Roblox ahead of its earnings.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney CEO Bob Iger is doing a great job and I'm positive on Disney stock, says Sarat SethiSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss Sethi's view on Disney, if Disney will decide to spin-off its ESPN business and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe S&P will be stuck in a range for the next 6 months, says Douglas C. Lane's Sarat SethiCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Sarat Sethi and Joe Terranova, discuss the Fed and what Powell's likely to say tomorrow as well as what it means for stocks.
It's time for investors to get back into British pharmaceutical company GSK , according to investor Sarat Sethi. He has been adding to the stock that was known as GlaxoSmithKline since buying it a couple months ago, Sethi told the panel on CNBC's " Halftime Report " on Monday. GSK shares have notably underperformed this year. While the S & P 500 has rallied more than 7% since the start of 2023, GSK shares are just slightly higher for the year, up 0.6%. Hightower's Stephanie Link approved of the buy, saying that GSK has a "great story."
Grade my trade: ZTS, ORCL & PXD
  + stars: | 2023-02-06 | 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 EmailGrade my trade: ZTS, ORCL & PXDCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Sarat Sethi and Joe Terranova, weigh in on the Zoetis, Oracle and Pioneer Natural trades.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Stephanie Link, Liz Young, Sarat Sethi and Malcolm EthridgeHightower’s Stephanie Link, SoFi’s Liz Young, DCLA's Sarat Sethi and CIC Wealth’s Malcolm Ethridge, join 'Closing Bell: Overtime' to discuss companies reporting earnings after the bell.
Alphabet misses on revenue and EPS
  + stars: | 2023-02-02 | 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 EmailAlphabet misses on revenue and EPSCNBC's Deidra Bosa joins 'Closing Bell: Overtime' to report on Alphabet's earnings. Sarat Sethi, DCLA managing partner and portfolio manager, reacts to the earnings report.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC's investment committee weighs in on Caterpillar's performanceStephanie Link, Sarat Sethi, Josh Brown join 'Halftime Report' to discuss their reasons to buy Caterpillar, market demand around the world, and S&P 500 forecast targets.
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