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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Berkshire Hathaway, JP Morgan, Toyota Motor and SLBToday’s “Halftime Report” Investment Committee, Stephanie Link, Joe Terranova, Josh Brown and Sarat Sethi give their top picks to watch for the second half.
Persons: Berkshire Hathaway, JP Morgan, Today’s, Stephanie Link, Joe Terranova, Josh Brown, Sarat Sethi Organizations: Berkshire, Toyota Motor, Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're definitely in for a 'higher for longer' scenario for interest rates, says DCLA's Sarat SethiSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Friday.
Persons: DCLA's Sarat Sethi Sarat Sethi, DCLA
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors can still find opportunities in the market, says DCLA's Sarat SethiSarat Sethi, DCLA portfolio manager, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Friday.
Persons: DCLA's Sarat Sethi Sarat Sethi
While the tech giant joins other megacap dividend payers such as Microsoft and Apple , many other large names still pay no dividend, including Alphabet and Amazon . Alphabet has estimated consensus sales growth of 11% for 2024, while Amazon has a consensus estimate of 12% sales growth. RH has a consensus estimate of 4% sales growth for 2024 and a 37% last-twelve-month buyback yield. It has a consensus estimate of 6% sales growth for 2024 and a last-twelve-month buyback yield of 9%. Lastly, Charter Communications has a consensus estimate that predicts 1% sales growth for 2024 and a last-twelve-month buyback yield of 5%.
Persons: Goldman Sachs, Ryan Hammond, buybacks, Hammond, Sarat Sethi, That's, Sethi, Goldman, financials, Russell, Meta's, DCLA's Sethi, RH, — CNBC's Michael Bloom Organizations: Microsoft, Apple, Meta, Amazon, AutoZone, Communications, StreetAccount Locations: Goldman's, DCLA
Tech, health care hit record highs
  + stars: | 2024-02-05 | 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 EmailTech, health care hit record highsJoe Terranova, Amy Raskin and Sarat Sethi join CNBC's 'Halftime Report' to debate if the record rally is too narrow.
Persons: Joe Terranova, Amy Raskin, Sarat Sethi, CNBC's Organizations: Email Tech
Final Trades: Apple, Fiverr, PayPal and Alphabet
  + stars: | 2024-02-05 | 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 EmailFinal Trades: Apple, Fiverr, PayPal and Alphabet'Halftime Report' Investment Committee, Steve Weiss, Joe Terranova, Amy Raskin, and Sarat Sethi give their top picks to watch for the second half.
Persons: Steve Weiss, Joe Terranova, Amy Raskin, Sarat Sethi Organizations: Apple, PayPal, Investment
Uber hits record high: What you need to know
  + stars: | 2024-02-05 | 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 EmailUber hits record high: What you need to knowJoe Terranova, Sarat Sethi, and Steve Weiss join CNBC's 'Halftime Report' to debate if Uber can continue hitting new highs or if it's overvalued.
Persons: Joe Terranova, Sarat Sethi, Steve Weiss, CNBC's, Uber
DCLA's Sarat Sethi: Diversify your portfolio
  + stars: | 2024-02-02 | 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 EmailDCLA's Sarat Sethi: Diversify your portfolioSarat Sethi, DCLA managing partner and portfolio manager, and Frank Marzano, managing director at Wealthspire Advisors, join 'Power Lunch' to discuss markets and positioning your portfolio in 2024.
Persons: Sarat Sethi, DCLA, Frank Marzano Organizations: Wealthspire Advisors
Catalysts and concerns for Amazon
  + stars: | 2024-02-01 | 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 EmailCatalysts and concerns for AmazonJosh Brown, Sarat Sethi and Bryn Talkington break down their catalysts and concerns going into Amazon's earnings report.
Persons: Josh Brown, Sarat Sethi, Bryn Talkington
Amer Sports begins trading
  + stars: | 2024-02-01 | 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 EmailAmer Sports begins tradingSteve Weiss, Josh Brown and Sarat Sethi weigh in on their expectations for capital markets amidst the new IPO coming to market.
Persons: Steve Weiss, Josh Brown, Sarat Sethi Organizations: Amer Sports
Final Trades: Snap, Meta, Taiwan Semi and Diamondback Energy
  + stars: | 2024-02-01 | 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 EmailFinal Trades: Snap, Meta, Taiwan Semi and Diamondback Energy"Halftime Report" Investment Committee members Bryn Talkington, Josh Brown, Sarat Sethi and Steve Weiss give their top picks to watch for the second half.
Persons: Bryn Talkington, Josh Brown, Sarat Sethi, Steve Weiss Organizations: Taiwan Semi, Diamondback Energy, Investment Locations: Taiwan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect a 'higher for longer' message from Fed Chair Powell today, says DCLA's Sarat SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Wednesday.
Persons: Powell, DCLA's Sarat Sethi Sarat Sethi, DCLA
ATMORE, Ala. (AP) — Alabama's first-ever use of nitrogen gas for an execution could gain traction among other states and change how the death penalty is carried out in the United States, much like lethal injection did more than 40 years ago, according to experts on capital punishment. Oklahoma and Mississippi already have laws authorizing the use of nitrogen gas for executions, and some other states, including Nebraska, have introduced measures this year to add it as an option. “This is a chapter in a long-running story in the United States,” Sarat said. A majority of states, 29, have either abolished the death penalty or paused executions, and there were just 24 executions carried out in five U.S. states in 2023, according to Washington, D.C.-based Death Penalty Information Center. “More states have abolished the death penalty since 2007 than in any other comparable 17-year period in American history,” Sarat noted.
Persons: — Alabama's, Steve Marshall, Kenneth Eugene Smith, ” Marshall, , Steven Harpe, Smith, gurney, John Q, Hamm, ” Hamm, Harpe, Justin Farris, ” Farris, , Austin Sarat, ” Sarat, Clayton Lockett, Lockett, ” Ryan Kiesel, ” Kiesel, ” ___ Murphy Organizations: Alabama, Amherst College, Washington , D.C, American Civil Liberties Union Locations: Ala, United States, “ Alabama, Alabama, Oklahoma, Mississippi, Nebraska, Europe, U.S, Washington ,, Oklahoma City
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOlder tech titans outshining the Mag 7 with 'cash flow', says Douglas C. Lane's Sarat SethiHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.
Persons: Douglas C, Lane's Sarat Sethi, Brian Sullivan, Organizations: CNBC
DCLA's Sarat Sethi on his top stock picks right now
  + stars: | 2024-01-23 | 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 EmailDCLA's Sarat Sethi on his top stock picks right nowDCLA managing partner Sarat Sethi joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Tuesday.
Persons: Sarat Sethi
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Hightower's Stephanie Link sells Meta and buys more AmazonStephanie Link, Hightower chief investment strategist and portfolio manager, joins CNBC's 'Halftime Report' to share her big portfolio moves. Sarat Sethi and Joe Terranova weigh in on her trades.
Persons: Stephanie Link, Hightower, Sarat Sethi, Joe Terranova
Nvidia is the stock of the year. Can it last?
  + stars: | 2023-12-05 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +10 min
New York CNN —It would be an understatement to say that it’s been a good year for Nvidia. The California-based chipmaking giant has seen its shares soar about 220% this year, making it the top performing S&P 500 stock in 2023. What’s happening: Just before Thanksgiving, Nvidia crushed doubts that its star was fading by reporting gangbuster third quarter earnings. By Sosnick’s count, Nvidia executives mentioned AI at least 70 times on their most recent earnings call. Historically, Nvidia has had hard falls after missteps — between 2021 and 2022, shares of the stock fell by 66%.
Persons: Hannah de Wolf, Colette Kress, There’s, , Steve Sosnick, we’ve, Nvidia …, Dan Ives, Goldman Sachs, Piper Sandler, Harsh Kumar, Sarat Sethi, DCLA, Sethi, it’s, missteps, hasn’t, Matt Egan, Robert Jackson Jr, Joshua Mitts, , Mitts, it’s “, ” Mitts, Jackson, Catherine Cortez Masto, Biden, Cortez Masto, “ I’m, Todd Young, Tim Kaine, Mark Warner, Rand Paul, Mitch McConnell, Bill Hagerty, Marsha Blackburn ,, Joe Manchin, Roger Marshall, Katie Britt Organizations: CNN Business, Bell, New York CNN, Nvidia, Revenue, Nvidia can’t, Washington Service, Interactive, CNBC, Columbia University, New York University, Israel, Fund, SEC, NYU, , CNN, US, EU, Indiana Locations: New York, California, China, Wedbush, Israel, Gaza, Columbia, Nevada, American, Virginia, Kentucky, Tennessee, Marsha Blackburn , West Virginia, Joe Manchin , Kansas, Alaska
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Liz Young, Sarat Sethi, Jim Lebenthal, and Steve WeissLiz Young, Sarat Sethi, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss Meta CEO Mark Zuckerberg selling shares of the company, the outlook for the tech sector, and more.
Persons: Liz Young, Sarat Sethi, Jim Lebenthal, Steve Weiss Liz Young, Steve Weiss, Mark Zuckerberg
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech could be too toppy right now but the market has been strong, says SoFi’s Liz YoungLiz Young, Sarat Sethi, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss Meta CEO Mark Zuckerberg selling shares of the company, the outlook for the tech sector, and more.
Persons: SoFi’s Liz Young Liz Young, Sarat Sethi, Jim Lebenthal, Steve Weiss, Mark Zuckerberg
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia needs 30% annual growth to support its valuation, says Sarat SethiSarat Sethi, DCLA managing partner, joins 'Power Lunch' to discuss the likelihood of a rally continuing.
Persons: Sarat Sethi Sarat Sethi, DCLA Organizations: Nvidia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe economy is deteriorating, says Short Hills Capital’s Steve WeissJoe Terranova, Kari Firestone, Sarat Sethi, and Steve Weiss join 'Halftime Report' to discuss the November rally, the Fed's inflation outlook, and more.
Persons: Steve Weiss Joe Terranova, Kari Firestone, Sarat Sethi, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is anticipating the Fed will lower rates, says Aureus Asset Management's Kari FirestoneJoe Terranova, Kari Firestone, Sarat Sethi, and Steve Weiss join 'Halftime Report' to discuss the November rally, the Fed's inflation outlook, and more.
Persons: Management's Kari Firestone Joe Terranova, Kari Firestone, Sarat Sethi, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Joe Terranova, Kari Firestone, Sarat Sethi, and Steve WeissJoe Terranova, Kari Firestone, Sarat Sethi, and Steve Weiss join 'Halftime Report' to discuss the November rally, the Fed's inflation outlook, and more.
Persons: Joe Terranova, Kari Firestone, Sarat Sethi, Steve Weiss Joe Terranova, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStocks are the way to go 'for the next decade' if you're accumulating, says DCLA's Sarat SethiSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss the latest market trends, the appeal of bonds, and more.
Persons: DCLA's Sarat Sethi Sarat Sethi, DCLA
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStock market technicals lining up in favor of investors, says iCapital's Anastasia AmorosoJoe Terranova, Anastasia Amoroso, Sarat Sethi, and Steve Weiss join 'Halftime Report' to discuss the upcoming CPI report, the outlook for interest rates, and more.
Persons: iCapital's Anastasia Amoroso Joe Terranova, Anastasia Amoroso, Sarat Sethi, Steve Weiss Organizations: Email
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