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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are going into a recession, and there won't be a soft landing: Short Hills Capital's Steve WeissBryn Talkington, Requisite Capital Management managing partner; Rob Sechan, NewEdge Wealth managing partner and co-founder, Shannon Saccocia, chief investment officer at NB Private Wealth, and Steve Weiss, Short Hills Capital founder, join ‘Halftime Report’ to discuss the market as it is still poised to end the week with steep losses, whether recession is on the horizon, and more.
Persons: Steve Weiss Bryn Talkington, Rob Sechan, Shannon Saccocia, Steve Weiss Organizations: Capital Management, NewEdge, Wealth, Short Hills Capital
On Friday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks and exchange-traded funds to buy, hold or sell right now. NewEdge Wealth's Rob Sechan talks about why right now may not be the best time to enter new positions in Microsoft and Broadcom because he sees more downside to come before they go higher. Bryn Talkington of Requisite Capital Management recommended the Invesco S & P 500 Equal Weight ETF (RSPG) for exposure to energy names because it is more diversified than the Energy Select Sector SPDR Fund (XLE ).
Persons: NewEdge, Rob Sechan, Bryn Talkington Organizations: CNBC Pro, Microsoft, Broadcom, Management, Energy
Chart of the day: Alibaba
  + stars: | 2023-09-22 | 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 EmailChart of the day: AlibabaBryn Talkington, Requisite Capital Management managing partner; Rob Sechan, NewEdge Wealth managing partner and co-founder, Shannon Saccocia, chief investment officer at NB Private Wealth, and Steve Weiss, Short Hills Capital founder, join ‘Halftime Report’ to discuss Alibaba as the stock is gaining momentum following the report that China is easing rules that cap foreign investment in domestic publicly traded companies.
Persons: Bryn Talkington, Rob Sechan, Shannon Saccocia, Steve Weiss Organizations: Capital Management, NewEdge, Wealth, Short Hills Capital Locations: China
Watch CNBC’s full investment committee discussion
  + stars: | 2023-09-22 | 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 EmailWatch CNBC’s full investment committee discussionBryn Talkington, Requisite Capital Management managing partner, Rob Sechan, NewEdge Wealth managing partner and co-founder, Shannon Saccocia, chief investment officer at NB Private Wealth, and Steve Weiss, Short Hills Capital founder, join ‘Halftime Report’ to discuss the market as it is still poised to end the week with steep losses, whether recession is on the horizon, and more.
Persons: Bryn Talkington, Rob Sechan, Shannon Saccocia, Steve Weiss Organizations: Capital Management, NewEdge, Wealth, Short Hills Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBroadcom slips after issuing fourth-quarter guidance. Why pros say it's a good time to buyPierre Ferragu of New Street Research, Stephanie Link of Hightower Advisors and Rob Sechan of NewEdge Wealth discussed Broadcom after the company reported better-than-expected 3Q results but missed analyst expectations for fiscal 4Q revenue guidance on Thursday.
Persons: Pierre Ferragu, Stephanie Link, Rob Sechan Organizations: Broadcom, New, Research, Hightower Advisors, NewEdge
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Cerity Partners’ Jim Lebenthal favors Nike over LululemonThe 'Halftime Report' investment committee, Stephanie Link, Rob Sechan and Jim Lebenthal, discuss Lululemon, Nike and more.
Persons: Jim Lebenthal, Stephanie Link, Rob Sechan Organizations: Nike
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe recession has ‘at least been delayed': Cerity Partners’ Jim LebenthalThe ‘Halftime Report’ investment committee, Stephanie Link, Rob Sechan and Jim Lebenthal, discuss their take on the latest job reports, the path ahead for your money, the best place to be right now, and more.
Persons: Jim Lebenthal, Stephanie Link, Rob Sechan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss Fed Chair Powell's Jackson Hole remarksKari Firestone, Joe Terranova, Jim Lebenthal, and Rob Sechan, join 'Halftime Report' to discuss the market pricing in Chair Powell's Jackson Hole comments, Powell's patience with the lag of inflation data, and the Fed's effort to preserve soft landing narrative.
Persons: Jackson, Kari Firestone, Joe Terranova, Jim Lebenthal, Rob Sechan, Powell's Jackson Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation is going to ultimately prove to be transitory, says Virtus' Joe TerranovaKari Firestone, Joe Terranova, Jim Lebenthal, and Rob Sechan, join 'Halftime Report' to discuss the market pricing in Chair Powell's Jackson Hole comments, Powell's patience with the lag of inflation data, and the Fed's effort to preserve soft landing narrative.
Persons: Virtus, Joe Terranova Kari Firestone, Joe Terranova, Jim Lebenthal, Rob Sechan, Powell's Jackson
Watch CNBC's investment committee share their CPI expectations
  + stars: | 2023-08-09 | 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 investment committee share their CPI expectationsJoe Terranova, Amy Raskin, Steve Weiss, and Rob Sechan join 'Halftime Report' to discuss upcoming treasury options, the Moody's and Fitch downgrade, and expectations for tomorrow's CPI number.
Persons: Joe Terranova, Amy Raskin, Steve Weiss, Rob Sechan Organizations: Watch, Fitch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhen CPI and rates diverge, rates tend to be more important, says Chevy Chase Trust's Amy RaskinJoe Terranova, Amy Raskin, Steve Weiss, and Rob Sechan join 'Halftime Report' to discuss upcoming treasury options, the Moody's and Fitch downgrade, and expectations for tomorrow's CPI number.
Persons: Chase, Amy Raskin Joe Terranova, Amy Raskin, Steve Weiss, Rob Sechan Organizations: Fitch
Watch CNBC's investment committee discuss Meta's earnings call
  + stars: | 2023-07-27 | 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 Meta's earnings callKari Firestone, Josh Brown, Jim Lebenthal, and Rob Sechan join 'Halftime Report' to discuss Meta's earnings call, the company's plan to expand its ecosystem through Threads, and more.
Persons: Kari Firestone, Josh Brown, Jim Lebenthal, Rob Sechan Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThreads is not the reason why Meta's stock is up, Ritholtz's Josh BrownKari Firestone, Josh Brown, Jim Lebenthal, and Rob Sechan join 'Halftime Report' to discuss Meta's earnings call, the company's plan to expand its ecosystem through Threads, and more.
Persons: Ritholtz's Josh Brown Kari Firestone, Josh Brown, Jim Lebenthal, Rob Sechan
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks and exchange-traded funds to buy, hold or sell. Aureus Asset Management's Karen Firestone shared her thesis on why Lowe's and Home Depot could get a boost from earnings and increased consumer spending. Rob Sechan of NewEdge Wealth discussed why he sees Broadcom as a reasonably priced beneficiary of the artificial intelligence boom. Finally, Jim Lebenthal of Cerity Partners explained why holders of Cleveland-Cliffs should not have to wait long before they start seeing returns.
Persons: Karen Firestone, Rob Sechan, Jim Lebenthal Organizations: CNBC Pro, NewEdge, Broadcom, Cerity Partners Locations: Cleveland
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailReels, ads, and cost-cutting boost Meta stock to 17-month high. How the pros are playing itJim Cramer, Brad Erickson of RBC Capital Markets, Barton Crockett of Rosenblatt Securities, Ron Josey of Citi, Rob Sechan of NewEdge Wealth, Josh Brown of Ritholtz Wealth Management and Karen Firestone of Aureus Asset Management discussed Meta after the company beat 2Q earnings and revenue estimates, and the stock hit levels not seen since early 2022.
Persons: Jim Cramer, Brad Erickson, Barton Crockett, Ron Josey, Rob Sechan, Josh Brown, Karen Firestone Organizations: RBC Capital Markets, Rosenblatt Securities, Citi, Ritholtz Wealth Management, Aureus Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI don't think a Fed rate hike in July is 'absolutely guaranteed', says SoFi's Liz YoungJim Lebenthal, Cerity Partners chief equity strategist, Liz Young, SoFi head of investment strategy, Joe Terranova, Virtus Investment partners, and Rob Sechan, NewEdge Wealth co-founder and CEO, join 'Halftime Report' to discuss the day's market action so far, the CPI report and what might be ahead for the Federal Reserve.
Persons: SoFi's Liz Young Jim Lebenthal, Liz Young, Joe Terranova, Rob Sechan Organizations: Cerity Partners, Virtus Investment, Federal Reserve
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's market roundtable with the Halftime Investment CommitteeJim Lebenthal, Cerity Partners chief equity strategist, Liz Young, SoFi head of investment strategy, Joe Terranova, Virtus Investment partners, and Rob Sechan, NewEdge Wealth co-founder and CEO, join 'Halftime Report' to discuss the day's market action so far, the CPI report and what might be ahead for the Federal Reserve.
Persons: Jim Lebenthal, Liz Young, Joe Terranova, Rob Sechan Organizations: Watch, Cerity Partners, Virtus Investment, Federal Reserve
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks and funds to buy, hold or sell. Stephanie Link of Hightower Advisors owns Charles Schwab . She shared why she likes the name and has continued to add to her position. Cerity Partners' Jim Lebenthal explained why Cheniere Energy is a buy as the stock is part of a huge growth industry in liquefied natural gas. Finally, Rob Sechan of NewEdge Wealth detailed why he owns Eli Lilly and what makes it a high-quality business.
Persons: Stephanie Link, Charles Schwab, Cerity, Jim Lebenthal, Rob Sechan, Eli Lilly Organizations: CNBC Pro, Hightower Advisors, Cerity Partners
Watch CNBC's investment committee discuss the IPO market
  + stars: | 2023-06-29 | 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 the IPO marketJosh Brown, Stephanie Link, Rob Sechan, and Jim Lebenthal join 'Halftime Report' to discuss the latest releases in the IPO market, focusing on quality and valuation in the face of a potential recession, and more.
Persons: Josh Brown, Stephanie Link, Rob Sechan, Jim Lebenthal Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJobless claims indicate the market has continued strength, says Cerity Partners' Jim LebenthalJosh Brown, Stephanie Link, Rob Sechan, and Jim Lebenthal join 'Halftime Report' to discuss the latest releases in the IPO market, focusing on quality and valuation in the face of a potential recession, and the link between technology stocks and interest rates.
Persons: Cerity, Jim Lebenthal Josh Brown, Stephanie Link, Rob Sechan, Jim Lebenthal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech valuations disconnecting from interest rates, says NewEdge Wealth's Rob SechanJason Snipe, Rob Sechan, and Jim Lebenthal, joins 'Halftime Report' to discuss trimming positions of Nvidia and Palo Alto Networks, risk associated with AI investments, and how the market is factoring in Fed rate changes.
Persons: NewEdge, Rob Sechan Jason Snipe, Rob Sechan, Jim Lebenthal Organizations: Nvidia, Palo Alto Networks
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla snaps 13-day record run. Here's what the pros are sayingBryn Talkington of Requisite Capital Management, Rob Sechan of NewEdge Wealth and Jim Lebenthal of Cerity Partners on what they think about Tesla as the stock's record streak of 13 days of gains comes to an end.
Persons: Tesla, Bryn Talkington, Rob Sechan, Jim Lebenthal Organizations: Management, Cerity Partners
Chart of the day: Tesla, taking stock of its surge
  + stars: | 2023-06-15 | 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 EmailChart of the day: Tesla, taking stock of its surgeCNBC's 'Halftime Report' investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, discuss Tesla's stock surge, competition for the EV giant, and margin pressures.
Persons: Tesla, Josh Brown, Bryn Talkington, Rob Sechan, Jim Lebenthal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe A.I. flood has gone too far too fast, says Requisite Capital's Bryn TalkingtonCNBC's 'Halftime Report' investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, discuss the Fed pause, and Cava shares surging and market rally.
Persons: Bryn, CNBC's, Josh Brown, Bryn Talkington, Rob Sechan, Jim Lebenthal Locations: Cava
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks to buy, hold or sell. Bryn Talkington of Requisite Capital Management detailed her strategy for trading Tesla options contracts. NewEdge Wealth's Rob Sechan talked about why he would not buy Broadcom at the current share price. Jim Lebenthal of Cerity Partners explained why now is the time to buy Boeing . He also discussed the key element to look for when holding the stock.
Persons: Bryn Talkington, NewEdge, Rob Sechan, Jim Lebenthal Organizations: CNBC Pro, Management, Broadcom, Cerity Partners, Boeing
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