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Watch 'Halftime Report's full conversation with Ed Yardeni
  + stars: | 2023-01-12 | 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 'Halftime Report's full conversation with Ed YardeniEd Yardeni of Yardeni Research on where he sees the markets heading in 2023. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Odyssey Capital Advisor's Jason Snipe, Aureus Asset Management's Karen Firestone, DCLA's Sarat Sethi and Cerity's Jim Lebenthal.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSalesforce, Blackstone & more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jim Lebenthal of Cerity Partners, Karen Firestone of Aureus Wealth Management and Jason Snipe of Odyssey Capital Advisors 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," traders answered questions from CNBC Pro subscribers about stocks and ETFs during this market volatility, including whether to buy, sell or hold specific names. Jim Lebenthal of Cerity Partners shares why he thinks Salesforce is a "hypergrowth" stock along witha name to build slowly into a portfolio. Karen Firestone of Aureus Wealth Management, meanwhile, said Blackstone is an attractive stock with a high-paying dividend. Finally, Jason Snipe of Odyssey Capital Advisors said he likes the Materials Select Sector SPDR Fund as a way to play the materials sector, and thinks the space has room to run.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTruth is there have been buyers over the last few weeks, says Aureus's Karen FirestoneA mid-day market discussion following a 0.1 percent decline in the CPI. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Odyssey Capital Advisor's Jason Snipe, Aureus Asset Management's Karen Firestone, DCLA's Sarat Sethi and Cerity's Jim Lebenthal.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full mid-day market discussion with the 'Halftime Report' investment committeeA mid-day market discussion following a 0.1 percent decline in the CPI. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Odyssey Capital Advisor's Jason Snipe, Aureus Asset Management's Karen Firestone, DCLA's Sarat Sethi and Cerity's Jim Lebenthal.
Watch CNBC's investment committee discuss top market picks
  + stars: | 2023-01-10 | 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 top market picksStephanie Link Jim Lebenthal Josh Brown joins 'Halftime Report' to discuss the strength of the current market rally, today's top movers and growth opprotunities for 2023.
"I actually think Netflix will have a good report," he said. I would not be telling people don't own Netflix ahead of earnings. NFLX 1Y mountain Netflix shares plummeted 51% in 2022 Shares of Netflix slumped 51% in 2022 as investors rotated out of growth and streaming stocks faced a dwindling advertising environment and steepening competition. Despite selling shares, Brown remains confident in the company's long-term trajectory and reputation as one of the only profitable streaming services in the industry. Looking ahead, Brown views more information regarding Netflix's advertising tier as the news that could "make or break" this quarter.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 'Halftime Report' investment committee talks stocks bouncing back in 2023Stephane Link, Jim Lebenthal and Josh Brown join 'Halftime Report' to discuss the strength of the current market rally, today's top movers and growth opprotunities for 2023.
Requisite's Bryn Talkington advises investors to stay defensive
  + stars: | 2023-01-06 | 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 EmailRequisite's Bryn Talkington advises investors to stay defensiveCNBC’s ‘Halftime Report’ investment committee, Bryn Talkington, Rob Sechan and Jim Lebenthal, discuss the Fed's potential next moves after stocks surge following news on wages.
Grade My Trade: NVDA, FTNT & DAL
  + stars: | 2023-01-06 | 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: NVDA, FTNT & DALCNBC’s ‘Halftime Report’ investment committee, Bryn Talkington, Rob Sechan, Jim Lebenthal, weigh in on the Nvidia, Fortinet and Delta Airlines trades.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJenny Harrington and Kari Firestone break down their 2023 stock picksCNBC’s ‘Halftime Report’ investment committee, Joe Terranova, Kari Firestone, Jenny Harrington and Jim Lebenthal, weigh in on Kari's 2023 investment ideas.
As investors position their portfolios for the year ahead, one sector is a standout pick for the investment panel on CNBC's "Halftime Report" : financials. "In every recession, there's one sector, whose balance sheet is most negatively affected by the recession. Gilman Hill Asset Management CEO Jenny Harrington named financial stocks as her top 2023 sector pick, saying the sector is undervalued after reviewing its price/earnings to growth ratio, or PEG ratio. The financials sector in the S & P 500 was down by 12% in 2022, still outperforming the broader market index despite the drop. Here is the full 2023 stock picks from the group: Karen Firestone: Charles Schwab, Align Technology, American Tower; Sector Pick: Financials Jenny Harrington: Kohl's, Uber, B & G Foods; Sector Pick: Financials Jim Lebenthal: Boeing, Cleveland-Cliffs, Paramount Global; Sector Pick: Industrials
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC ‘Halftime Report’ traders weigh in on key market levelsCNBC’s ‘Halftime Report’ investment committee, Joe Terranova, Kari Firestone, Jenny Harrington and Jim Lebenthal, discuss finding key market levels this month and Microsoft's cut to neutral from buy.
Grade My Trade: PYPL, MPW & ADP
  + stars: | 2023-01-04 | 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 EmailGrade My Trade: PYPL, MPW & ADPCNBC’s ‘Halftime Report’ investment committee, Joe Terranova, Kari Firestone, Jenny Harrington and Jim Lebenthal, weigh in on the Paypal, Medical Properties and Automatic Data trades.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDon't have short-term memory on the market because of small rebounds, warns SoFi's Liz YoungCNBC’s ‘Halftime Report’ investment committee, Shannon Saccocia, Richard Saperstein, Liz Young and Jim Lebenthal, discuss stocks rebounding and trying to push for a small year-end rally.
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 market sentiment heading into 2023CNBC’s ‘Halftime Report’ investment committee, Shannon Saccocia, Richard Saperstein, Liz Young and Jim Lebenthal, discuss stocks rebounding and trying to push for a small year-end rally.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRunning out of time for a Santa Claus rally, says Aureus' Kari FirestoneCNBC’s ‘Halftime Report’ investment committee, Kari Firestone, Rob Sechan, Joe Terranova and Jim Lebenthal, discuss their outlook as the market heads into year end.
Grade My Trade: CRM, PFE & ENPH
  + stars: | 2022-12-28 | 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 EmailGrade My Trade: CRM, PFE & ENPHThe ‘Halftime Report’ investment committee, Kari Firestone, Rob Sechan, Joe Terranova and Jim Lebenthal, weigh in on the Salesforce, Pfizer and Enphase Energy.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe ‘Halftime Report’ investment committee offers its interest rate playbookCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Amy Raskin, Josh Brown and Jim Lebenthal, offer their picks in the event the Fed cuts rates next year.
Year-end rally still likely, says Hightower's Stephanie Link
  + stars: | 2022-12-20 | 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 EmailYear-end rally still likely, says Hightower's Stephanie LinkCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Amy Raskin, Josh Brown and Jim Lebenthal, discuss earnings and their respective market outlooks.
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 the 'tech wreck'CNBC’s ‘Halftime Report’ investment committee, Shannon Saccocia, Sarat Sethi, Joe Terranova and Jim Lebenthal, discuss Big Tech being on pace for its worst year since 2008.
Grade My Trade: SMH & DHR
  + stars: | 2022-12-19 | 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 EmailGrade My Trade: SMH & DHRThe ‘Halftime Report’ investment committee, Shannon Saccocia, Sarat Sethi, Joe Terranova and Jim Lebenthal, weigh in on the Danaher and semis trade.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA weaker dollar will be a tailwind for tech next year, says SVB's Shannon SaccociaCNBC’s ‘Halftime Report’ investment committee, Shannon Saccocia, Sarat Sethi, Joe Terranova and Jim Lebenthal, discuss Big Tech being on pace for its worst year since 2008.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCerity's Jim Lebenthal on the Salesforce slump: It may be time to sell nowJim Lebenthal, Cerity Partners, joins 'Closing Bell: Overtime' to discuss the drop in shares of Salesforce, a stock he owns.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full post-market discussion with NewEdge's Cameron Dawson, Cerity’s Jim Lebenthal and Veritas’ Greg BranchNewEdge's Cameron Dawson, Cerity’s Jim Lebenthal and Veritas’ Greg Branch, join 'Closing Bell: Overtime' to discuss market outlook, seasonality, the Fed and December's choppiness.
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