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Top related persons:
Stephen Weiss - 1 Weiss - 1 CNBC's - 1 CrowdStrike - 1 I'm - 1 Joe Terranova - 1 Cybersecurity - 1 " Terranova - 1
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Palo Short Hills Palo Alto's billings Palo Alto Fortinet
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Palo Alto - 1 Short - 1 Virtus Investment Partners - 1 Capital Management - 1 X - 1

Search resuls for: "Stephen Weiss"


12 mentions found


☆ These 2 'secular' growth stocks are likely to keep rising despite rate hikes, fund managers say
  + stars: | 2023-08-23 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
Shares of cybersecurity companies are likely to stay on their "secular" growth trajectory despite an increase in interest rates or a slowdown in global growth, according to several fund managers. In addition, Palo Alto Networks earlier this week reported stronger-than-expected quarterly earnings. CrowdStrike or Palo Alto Networks? Joe Terranova, senior managing director at Virtus Investment Partners, who currently owns CrowdStrike , Palo Alto and Fortinet , agreed. Terranova believes Palo Alto and CrowdStrike will be the "mainstays" in his portfolio and revealed that he recently added to both positions.
Persons: Stephen Weiss, Weiss, CNBC's, CrowdStrike, I'm, Joe Terranova, Cybersecurity, " Terranova, Terranova, Palo, Bryn Talkington, Talkington Organizations: Palo Alto, Short, Virtus Investment Partners, Capital Management, X Locations: Palo, Short Hills, Palo Alto's, billings, Palo Alto, Fortinet
☆ Northrop Grumman and more: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-05-04 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks, bonds and ETFs during this period of heightened market volatility, including whether to buy, sell or hold individual names. Jenny Harrington of Gilman Hill Asset Management discussed Northrop Grumman and why she thinks it's a good buy now. Stephen Weiss of Short Hills Capital explained why Humana is a good long-term hold with an entry point under $500.
☆ How one trader is positioning his portfolio with the March CPI report in the books
  + stars: | 2023-04-12 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Investing veteran Stephen Weiss said he's still patiently waiting to deploy capital in the stock market as Wednesday's cooler-than-expected inflation report didn't serve as an all-clear. "Inflation is still stubbornly high," said Weiss, a regular on CNBC's "Halftime Report." Excluding food and energy, the core CPI increased 0.4% and 5.6% on an annual basis, both as expected. The chief investment officer at Short Hills Capital Partners believes that the market valuation is still too high even as earnings declined. Weiss said he's going to be opportunistic until there's clarity of the economic picture.
☆ United Rentals, Citi and more: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-04-06 | by ( Joshua Natoli | ) www.cnbc.com   time to read: 1 min
On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this period of heightened market volatility, including whether to buy, sell or hold individual companies. Jenny Harrington of Gilman Hill Asset Management discussed why she thinks United Rentals is a good stock to buy and hold for the long term. Jim Lebenthal of Cerity Partners talked about Citi . He said there is a case to be made for the stock price to double in two years. Finally, Short Hills Capital Partners' Stephen Weiss shared why he thinks there are better places to put your money than the iShares TIPS Bond ETF (TIP) .
☆ Apple, Energy Transfer and more: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-03-02 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this heightened market volatility, including whether to buy, sell or hold specific companies. Jenny Harrington of Gilman Hill Asset Management explained why you should hold onto Energy Transfer if you own the stock. Cerity Partners' Jim Lebenthal said if you already own Apple , you may want to keep some shares in your portfolio. Stephen Weiss of Short Hills Capital Partners talked about Devon Energy and why it may be worth sticking with the stock at these levels.
☆ Gilman Hill's Jenny Harrington buys Skyworks Solutions, says chip stock is a 'compelling technology investment'
  + stars: | 2023-02-13 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Skyworks Solutions is one chip stock that traders should take another look at, according to investor Jenny Harrington. She said the stock appears compelling at current valuations. Additionally, the company is expected to grow its earnings significantly, making it a "compelling technology investment." Unlike some of its peers, Skyworks has its own manufacturing plants in the U.S. Still, Weiss, who previously held the stock, said he would wait to give Skyworks another look.
☆ Investor Stephen Weiss makes a tactical trade on improving inflation data
  + stars: | 2023-01-09 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Stephen Weiss bought shares of Microsoft , which could be a tactical trade for investors after sentiment around growth stocks improved on some better inflation data. Part of my portfolio's long term, but I'm also, you know, I can trade," Weiss said Monday on CNBC's "Halftime Report." So that's why I bought Microsoft. Despite the steep drop, Microsoft outperformed other mega-cap tech stocks investors found more risky, such as Amazon, which plunged more than 49%, and Alphabet, which dropped about 39%. SoFi's Liz Young said she agreed with Microsoft as a trade for short-term investors, though she warned investors against suddenly turning bullish on mega-cap tech stocks.
☆ Investor Steve Weiss prefers Moderna over Merck, says it’s a high quality stock with a bigger pipeline
  + stars: | 2022-12-21 | by ( Sarah Min | ) www.cnbc.com   time to read: +1 min
Stephen Weiss, chief investment officer and managing partner at Short Hills Capital Partners, bought Moderna , and sold Merck — though he still expects the latter is a solid pharmaceutical stock. "Some days I regret selling because it's still a cheap stock, still extremely well-run, I think the best-run pharma company." Moderna shares have recently attracted investors' interest following the announcement of an experimental melanoma vaccine . Shares of Moderna are down roughly 18% this year, while shares of Merck is up nearly 45% in 2022. To this, Weiss added that "there's no other drug company, biotech company" with the pipeline that Moderna has.
☆ Short Hills Capital Partners' Stephen Weiss would rather short Tesla than own it
  + stars: | 2022-12-08 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +2 min
Stephen Weiss, the chief investment officer and managing partner of Short Hills Capital Partners, is very bearish on Tesla stock. Currently, Musk is running SpaceX, the Boring Company, Tesla and Twitter, which Weiss added is a "complete nightmare." Headwinds for Tesla, EVs In addition, he sees rising competition, a lack of infrastructure and a weak economy as major headwinds for Tesla going forward. "Now you look in a garage, you look anywhere, and you see tremendous cars that make Teslas look like Model Ts," he said, pointing to models from Ford and Porsche. Beyond his views on Tesla, Weiss recently sold Dick's Sporting Goods and Honeywell for profit in a rough environment to make money.
☆ Honeywell, QQQ and more: CNBC's 'Halftime Report' traders answer your stock questions
  + stars: | 2022-12-08 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about stocks during volatile markets, including whether to buy, sell or hold specific names. Brenda Vingiello of Sand Hill Global Advisors explained why she likes Honeywell . Short Hills Capital's Stephen Weiss said he believes the Invesco QQQ exchange-traded fund, which tracks the Nasdaq-100 index, will be "terrible" over the next six months. However, he notes that if investors have a longer time frame, they can make money. Finally, Josh Brown of Ritholtz Wealth Management discussed how he thinks Uber could fare during a recession.
☆ Big tech stocks are at historical lows. These names have potential, ‘Halftime Report’ traders say
  + stars: | 2022-12-02 | by ( Michelle Fox | ) www.cnbc.com   time to read: +2 min
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 .
☆ Alphabet, Moderna and more: CNBC's 'Halftime Report' traders answer your stock questions
  + stars: | 2022-10-13 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
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. Josh Brown of Ritholtz Wealth Management explains why he owns the tech giant Alphabet and deems it a long-term hold. Aureus Asset Management's Karen Firestone highlighted the reasons why Blackstone is well discounted and a buy. Finally, Stephen Weiss of Short Hills Capital suggests keeping Moderna in your portfolio. He says if the biotech stock declines further, he plans to buy more.
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