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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRitholtz's Josh Brown makes his case for Shake Shack: I'm also a clientJosh Brown joins the investment committee on the 'Halftime Report' to share his views on Shake Shack's performance during the pandemic, the technological enhancements empowering Shake Shack's business plan and long-term forecasts for the burger seller.
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.
"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.
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.
The most recent market bottom occurred on October 12th, when the S & P 500 closed at 3,577. At the time, analysts were quite optimistic about 2023 earnings, expecting them to come in at $239, up almost 8% from the 2022 earnings estimates. That translates into a forward multiple (P/E ratio) of 15 times 2023 earnings. Other strategists have also noticed that the S & P 500, despite a 20% drop in 2022, is still trading at a rich valuation. Instead of $237, estimates are now $229, and the multiple is now 16.7 times forward earnings.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStep into stocks when inflation begins to peak, says NFJ's John MowreyRitholtz's Josh Brown, Sand Hill’s Brenda Vingiello and NFJ’s John Mowrey, join 'Closing Bell: Overtime' to discuss the Fed's minutes and future rate hikes impact on the market. And when the Fed may pivot.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors need to accept we're in a new paradigm, says Ritholtz's Josh BrownJosh Brown, Ritholtz Wealth co-founder, joins 'Closing Bell: Overtime' to discuss the Fed's minutes and future rate hikes impact on the market. And when the Fed may pivot.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's ‘Halftime Report’ investment committee weigh in on Apple and the mega cap trade in 2023CNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Joe Terranova and Josh Brown, discuss Apple's stock as it hits a new 52-week low. The committee also discusses the mega cap trade.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHightower's Stephanie Link on Tesla: It's a stock to contemplate as it spirals downwardCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Joe Terranova and Josh Brown, offer their investment plays on Tesla and their outlook for the company.
Josh Brown issued a warning for investors on Tuesday, noting that new bear market lows could soon be reached. I think we break the October lows," Brown, the CEO of Ritholtz Wealth Management, said Tuesday on CNBC's " Halftime Report ." Brown pointed to one view held among even bullish strategists on Wall Street that stocks will sell off in the first half of 2023, before rebounding in the second half of the year. "It's so much more rational to be in that camp, given all the headwinds, all of the negativity," Brown added. Brown named aerospace and defense as his favorite sector for 2023, saying equities in the sector will serve as an hedge for growing geopolitical risks this year.
Grade My Trade: DG & XOM
  + stars: | 2023-01-03 | 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: DG & XOMCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Joe Terranova and Josh Brown, weigh in on the Dollar General and Exxon Mobil trades.
Apple has lost its positive momentum, says Virtus' Joe Terranova
  + stars: | 2023-01-03 | 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 EmailApple has lost its positive momentum, says Virtus' Joe TerranovaCNBC’s ‘Halftime Report’ investment committee, Stephanie Link, Joe Terranova and Josh Brown, discuss Apple's stock as it hits a new 52-week low.
CNBC Pro screened FactSet for stocks expected to have gross margins of more than 50% this year, and predicted to rally by the same magnitude. More than 80% of analysts covering those two stocks gave them a buy rating. And on the whole, analysts expect both firms' gross margins to grow by more than 70% in 2023, according to FactSet. Two stocks in the list stood out not just for high expected gross margin growth and upside, but also for receiving a buy rating from all analysts who cover them, according to FactSet. Financial services firm BTIG gave Expedia a buy rating in a December note, and a price target of $150, or 72% upside.
It has been a year to forget for growth stocks. This also marks the first time since 2016 that growth has lagged value, comparing the growth ETF to the iShares Russell 1000 Value ETF (IWD) . Growth stocks are characterized by those that tend to trade on the expectation of strong earnings expansion over several years in the future, rather than here and now. Despite this tough year, analysts expect big gains from some growth companies in 2023. More than three-quarters of analysts covering ChargePoint rate it a buy, while Plug Power has buy ratings from nearly two-thirds of analysts covering it.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC 'Halftime Report' investment committee respond to today's market movesShannon Saccocia, Josh Brown and Steve Weiss join the 'Halftime Report' to discuss today's market activity, short- and long-term calls for 2023, and measuring risk exposure.
The investment committee on portfolio positioning ahead of 2023
  + stars: | 2022-12-22 | 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 EmailThe investment committee on portfolio positioning ahead of 2023Shannon Saccocia, Josh Brown and Steve Weiss join the 'Halftime Report' to discuss today's market activity, short- and long-term calls for 2023, and measuring risk exposure.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full post-market discussion with Ritholtz's Josh Brown, SoFi’s Liz Young and Key Financial’s Patti BrennanRitholtz's Josh Brown, SoFi’s Liz Young and Key Financial’s Patti Brennan join 'Closing Bell: Overtime' to discuss the S&P posting two days of gains and what that means for markets.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should be positioning on expectations, not shocking news, says Ritholtz's Josh BrownJosh Brown, Ritholtz Wealth Management co-founder, joins 'Closing Bell: Overtime' to discuss the S&P posting two days of gains.
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 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.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Halftime Report' committee members Josh Brown and Jenny Harrington debate the Disney tradeCNBC’s ‘Halftime Report’ investment committee, Bill Baruch, Josh Brown, Jason Snipe and Jenny Harrington, discuss Disney's stock and outlook heading into 2023.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the full mid-day market discussion with the CNBC ‘Halftime Report’ investment committeeCNBC’s ‘Halftime Report’ investment committee, Bill Baruch, Josh Brown, Jason Snipe and Jenny Harrington, discuss stocks plunging today after a weak retail report and the Fed's hawkish stance on rate hikes.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed has to remain hawkish in its remarks, says Ritholtz's Josh BrownCNBC’s ‘Halftime Report’ investment committee, Bill Baruch, Josh Brown, Jason Snipe and Jenny Harrington, discuss stocks plunging today after a weak retail report and the Fed's hawkish stance after yesterday's 50 bps rate hike.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRitholtz CEO Josh Brown likes the healthcare sector in a recessionary 2023Josh Brown, Ritholtz Wealth Management CEO, joins 'Closing Bell: Overtime' to react to DoubleLine's Jeffrey Gundlach's remarks regarding the Fed and markets.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHigher quality bonds will help protect portfolios in the new year, says JPMorgan's PanditRitholtz's Josh Brown and JPMorgan's Meera Pandit join 'Closing Bell: Overtime' to discuss defensive sectors and plays heading into a possible recession in 2023.
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