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☆ Three-Stock Lunch: Eli Lilly, Transdigm, & Nvidia
▼ + stars: | 2024-11-15 | 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 EmailThree-Stock Lunch: Eli Lilly, Transdigm, & NvidiaLee Munson, president and CIO at Portfolio Wealth Advisors, joins CNBC’s ‘Power Lunch’ to discuss outlooks on three stocks: Eli Lilly, Transdigm, and Nvidia.

Persons: Eli Lilly, Transdigm, Nvidia Lee Munson Organizations: Nvidia, Wealth

☆ GMO's Tom Hancock on why he favors semiconductor equipment companies
▼ + stars: | 2024-10-31 | 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 EmailGMO's Tom Hancock on why he favors semiconductor equipment companiesLee Munson, CIO for Portfolio Wealth Advisors, and Tom Hancock, portfolio manager for the GMO U.S. Quality ETF, join CNBC's 'The Exchange' to discuss how to play tech trade, winners and losers in AI, and more.

Persons: Tom Hancock, Lee Munson, CNBC's Organizations: Wealth, Quality

☆ Earnings Exchange: Netflix, American Express and Proctor & Gamble
▼ + stars: | 2024-10-17 | 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 EmailEarnings Exchange: Netflix, American Express and Proctor & GambleLee Munson, Portfolio Wealth Advisors president and CIO, joins CNBC's 'The Exchange' to discuss what how he sees Netflix, American Express and Proctor & Gamble ahead of Q3 earnings reports.

Persons: Gamble Lee Munson, Gamble Organizations: Netflix, American Express, Proctor

☆ Earnings Exchange: P&G, JetBlue, Pfizer
▼ + stars: | 2024-07-29 | 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 EmailEarnings Exchange: P&G, JetBlue, PfizerLee Munson, Portfolio Wealth Advisors president and CEO, joins CNBC's 'The Exchange' to discuss three stocks: Procter & Gamble, JetBlue, and Pfizer.

Persons: Pfizer Lee Munson Organizations: G, JetBlue, Pfizer, Procter, Gamble

☆ Watch CNBC's full interview with Portfolio Wealth Advisors' Lee Munson
▼ + stars: | 2024-07-09 | 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 Portfolio Wealth Advisors' Lee MunsonLee Munson, president and CIO of Portfolio Wealth Advisors, joins CNBC's 'The Exchange' to discuss why he thinks the election is an underrated risk to the markets, how to position, and more.

Persons: Lee Munson Lee Munson Organizations: Wealth

☆ Election is an underrated market risk, says Portfolio Wealth Advisors' Lee Munson
▼ + stars: | 2024-07-09 | 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 EmailElection is an underrated market risk, says Portfolio Wealth Advisors' Lee MunsonLee Munson, president and CIO of Portfolio Wealth Advisors, joins CNBC's 'The Exchange' to discuss risk factors tied to the 2024 election, how to position, and more.

Persons: Lee Munson Lee Munson Organizations: Wealth

☆ Why Lee Munson 'wouldn't touch' FedEx stock
▼ + stars: | 2024-06-25 | 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 EmailWhy Lee Munson 'wouldn't touch' FedEx stockLee Munson, Portfolio Wealth Advisors president and CIO, joins 'The Exchange' to discuss how to trade FedEx, General Mills, and Paychex.

Persons: Lee Munson, General Mills Organizations: FedEx, General

☆ Earnings Exchange: Dropbox, ZipRecruiter & Sphere Entertainment
▼ + stars: | 2024-05-09 | 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 EmailEarnings Exchange: Dropbox, ZipRecruiter & Sphere EntertainmentLee Munson, president and CIO at Portfolio Wealth Advisors, shares outlooks on three trades: Dropbox, ZipRecruiter, and Sphere Entertainment.

Persons: Sphere Entertainment Lee Munson Organizations: Sphere Entertainment, Wealth

☆ Why Lee Munson says Boeing is a 'value trap'
▼ + stars: | 2024-04-23 | 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 EmailWhy Lee Munson says Boeing is a 'value trap'Lee Munson, president and CIO of Portfolio Wealth Advisors, joins CNBC's 'The Exchange' to breakdown earnings from Visa, Boeing, and Hilton.

Persons: Lee Munson, Hilton Organizations: Boeing, Wealth, Visa

☆ Earnings Exchange: Burlington, American Eagle & Victoria's Secret
▼ + stars: | 2024-03-06 | 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 EmailEarnings Exchange: Burlington, American Eagle & Victoria's SecretLee Munson, Portfolio Wealth Advisors president and CIO joins ‘The Exchange’ to discuss Burlington, American Eagle, and Victoria's Secret.

Persons: Lee Munson Locations: Burlington, American

☆ Portfolio Wealth Advisors' Lee Munson says he sees opportunity in Wingstop
▼ + stars: | 2024-02-20 | 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 EmailPortfolio Wealth Advisors' Lee Munson says he sees opportunity in WingstopLee Munson, Portfolio Wealth Advisors president and CIO, joins 'The Exchange' to discuss how to trade Toll Brothers, Wingstop, and Palo Alto Networks.

Persons: Lee Munson, Wingstop Lee Munson Organizations: Palo Alto Networks

☆ Lee Munson expresses concern for Intel over data center weakness
▼ + stars: | 2024-01-25 | 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 EmailLee Munson expresses concern for Intel over data center weaknessLee Munson, Portfolio Wealth Advisors president and CIO, joins 'The Exchange' to discuss Intel, consumer credit, and Levi Strauss.

Persons: Lee Munson, Levi Strauss Organizations: Intel

☆ OpenAI's wild weekend just upended the world of AI
▼ + stars: | 2023-11-20 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +6 min

NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . OpenAI, the hottest startup in the world thanks to its chatbot ChatGPT, fired Altman on Friday afternoon. AdvertisementBut according to reports over the weekend, OpenAI investors were scrambling to reinstate Altman before today's opening bell. Advertisement"The board no longer has confidence in his ability to continue leading OpenAI," the post went on to say.

Persons: —, Michaels, Sam Altman's, Sam Richard A, Sam Altman, OpenAI, Altman, Greg Brockman, Satya Nadella, It's, Mira Murati, Emmett Shear, Ilya Sutskever, Alistair Barr, Altman wasn't, Alistair, Larry Fink, Fink, Arnd Wiegmann, Warren Buffett, Berkshire Hathaway, Lee Munson, there's, Andy Jassy, Anna Kim, Joe Biden, Harry Truman, Robert F, Kennedy, Dan DeFrancesco, Naga Siu, Hallam Bullock, Lisa Ryan Organizations: Service, Hobby, OpenAI, Microsoft, Altman, BlackRock, Reuters, Berkshire, Wealth, Web, Associated, Turkey, Getty, Wars Locations: OpenAI, BlackRock, Turkey, New York City, San Diego, London, New York

☆ Warren Buffett's company has built a record $157 billion cash pile so he can capitalize when the economy tanks, veteran professor Steve Hanke says
▼ + stars: | 2023-11-20 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +3 min

Warren Buffett's Berkshire Hathaway has built a record $157 billion pile of cash and Treasuries. Buffett is gearing up to snag bargains and strike deals once the economy weakens, Steve Hanke says. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . "This is classic Buffett," Hanke, a professor of applied economics at Johns Hopkins University, told Markets Insider in a recent interview. The Berkshire boss will profitably put his dry powder to work once the economy slumps, Hanke said.

Persons: Warren, Berkshire Hathaway, Buffett, Steve Hanke, Hanke, —, Warren Buffett, they've, who's, Ronald Reagan, Goldman Sachs, Berkshire's, Lee Munson Organizations: Service, Johns Hopkins University, Fed, Toronto Trust, Electric, Dow Chemical, Swiss, Berkshire Locations: American, Toronto Trust Argentina, Berkshire

☆ Warren Buffett is piling up cash because he sees a storm brewing and can't find bargains, wealth manager says
▼ + stars: | 2023-11-17 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +3 min

Warren Buffett's Berkshire Hathaway held a record $157 billion of liquid assets at the last count. Berkshire is betting on growth and value with Apple and Bank of America, the wealth manager says. AdvertisementWarren Buffett's stack of cash is bigger than ever because he spies problems on the horizon and he's struggling to find bargains, one wealth manager says. Buffett's Berkshire Hathaway held a record $157 billion in liquid assets like dollars and Treasury bills on September 30. AdvertisementMunson said that Berkshire is essentially pursuing a barbell strategy of owning both growth and value stocks.

Persons: Warren, Berkshire Hathaway, Lee Munson, —, Buffett, He's, Kraft Heinz, he's, Munson Organizations: Berkshire, Apple, Bank of America, Service, Wealth, Yahoo Finance, Chevron, Big Tech Locations: Berkshire, Japan

☆ Earnings Exchange: Disney, Affirm & more
▼ + stars: | 2023-11-08 | 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 EmailEarnings Exchange: Disney, Affirm & moreLee Munson, Portfolio Wealth Advisors president and CIO, joins 'The Exchange' to discuss Disney, Affirm, and more.

Persons: Lee Munson Organizations: Disney

☆ Google Cloud must become more profitable for stock to keep going higher, says Portfolio's Lee Munson
▼ + stars: | 2023-10-24 | 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 EmailGoogle Cloud must become more profitable for stock to keep going higher, says Portfolio's Lee MunsonLee Munson, Portfolio Wealth Advisors, joins 'The Exchange' to discuss Big Tech earnings out after the bell, the current market environment, and more.

Persons: Portfolio's Lee Munson Lee Munson Organizations: Big Tech

☆ Watch CNBC’s full interview with Lido Advisors' Ken Stern and Portfolio Wealth’s Lee Munson
▼ + stars: | 2023-10-16 | 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 Lido Advisors' Ken Stern and Portfolio Wealth’s Lee MunsonKen Stern, president of Lido Advisors, and Lee Munson, Portfolio Wealth Advisors president, join 'Power Lunch' to discuss markets, bonds and yields.

Persons: Ken Stern, Wealth’s Lee Munson Ken Stern, Lee Munson Organizations: Lido Advisors

☆ Three-Stock Lunch: Microsoft, Charles Schwab and Lululemon
▼ + stars: | 2023-10-16 | 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 EmailThree-Stock Lunch: Microsoft, Charles Schwab and LululemonLee Munson, Portfolio Wealth Advisors president, joins ‘Power Lunch’ to discuss three stocks: Microsoft, Charles Schwab and Lululemon.

Persons: Charles Schwab, Lululemon Lee Munson, Lululemon Organizations: Microsoft

☆ Wall Street previews highly-anticipated Nvidia earnings. How the pros are playing the stock
▼ + stars: | 2023-08-18 | 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 EmailWall Street previews highly-anticipated Nvidia earnings. How the pros are playing the stockMark Newton of Fundstrat, Hans Mosesmann of Rosenblatt Securities, Josh Brown of Ritholtz Wealth Management, Brian Belski of BMO Capital Markets and Lee Munson of Portfolio Wealth Advisors discussed Nvidia as the chipmaker prepares to announce its much-anticipated second-quarter earnings Wednesday.

Persons: Mark Newton of Fundstrat, Hans Mosesmann, Josh Brown, Brian Belski, Lee Munson Organizations: Rosenblatt Securities, Ritholtz Wealth Management, BMO Capital Markets, Nvidia

☆ Lee Munson explains why investors should bail on Nvidia, Expedia and CVS Health
▼ + stars: | 2023-08-18 | 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 EmailLee Munson explains why investors should bail on Nvidia, Expedia and CVS HealthLee Munson, Portfolio Wealth Advisors president and CIO, joins 'The Exchange' to discuss how to trade hedge fund filing names, Expedia's struggle to compete against credit card points, and the competitive business of urgent care clinics.

Persons: Lee Munson, CVS Health Lee Munson Organizations: Nvidia, Expedia, CVS Health

☆ Three-Stock Lunch: REGN, PINS & GNRC
▼ + stars: | 2023-06-28 | 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 EmailThree-Stock Lunch: REGN, PINS & GNRCLee Munson, Portfolio Wealth Advisors president and CIO, joins 'Power Lunch' to discuss three stocks: Regeneron, Pinterest and Generac Holdings.

Persons: Lee Munson Organizations: Generac Holdings

☆ Three-Stock Lunch: AT&T, American Express and DR Horton
▼ + stars: | 2023-04-20 | 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 EmailThree-Stock Lunch: AT&T, American Express and DR HortonLee Munson, Portfolio Wealth Advisors president and CIO, joins 'Power Lunch' to discuss Munson's investing take on three stocks: Stocks making the biggest moves premarket: AT&T, American Express and DR Horton.

☆ Three-Stock Lunch: Lululemon, Walgreens Boots and McCormick
▼ + stars: | 2023-03-28 | 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 EmailThree-Stock Lunch: Lululemon, Walgreens Boots and McCormickLee Munson, CIO of Portfolio Wealth Advisors, joins 'Power Lunch' with a breakdown on how to trade Lululemon, Walgreens Boots, and McCormick & Co.

☆ Three stock lunch: DIS, NKE & AAL
▼ + stars: | 2023-01-12 | 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 EmailThree stock lunch: DIS, NKE & AALLee Munson, Portfolio Wealth Advisors president, joins ‘Power Lunch’ to discuss three stocks: Disney, Nike and American Airlines.

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