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☆ The recession has ‘at least been delayed': Cerity Partners’ Jim Lebenthal
▼ + stars: | 2023-09-01 | 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 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

☆ Nvidia jumps amid rally in tech. Here's what the pros have to say
▼ + stars: | 2023-08-29 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia jumps amid rally in tech. Here's what the pros have to sayTom Lee of Fundstrat Global Advisors, Dan Ives of Wedbush Securities and Jim Lebenthal of Cerity Partners discussed Nvidia after the stock rallied Tuesday and Morgan Stanley reiterated the name as overweight.

Persons: Tom Lee, Dan Ives, Jim Lebenthal, Morgan Stanley Organizations: Nvidia, Fundstrat Global Advisors, Wedbush Securities, Cerity Partners

☆ Investors make a case for standing by Nvidia after another blowout report
▼ + stars: | 2023-08-24 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

The results boosted shares of Nvidia as much as 8%. Justifying the valuation After a more than 232% jump in 2023, Nvidia shares are on pace for their third best year on record and best yearly stretch since 2001. Opening and building positions Despite the blowout report, Nvidia gave up some of its gains, while its beneficiaries and competitors slumped into negative territory. Even so, the moves boosted his case for beefing up his position in Nvidia and other AI plays. Cerity Partners' Jim Lebenthal revealed to CNBC's "Halftime Report" on Thursday that he initiated a position in Nvidia earlier this week to get a "toehold before earnings."

Persons: Josh Brown, CNBC's, Nancy Tengler, Paul Meeks, Ken Mahoney, Jerome Powell's, Meeks, Cerity, Jim Lebenthal Organizations: Nvidia, Devices, Marvell Technology, Micro Computer, Taiwan Semiconductor Manufacturing, Laffer, Investments, Independent Solutions Wealth Management, Asset Management, Apple, Federal, Computer, AMD, Cerity Partners Locations: Jackson Hole , Wyoming

☆ Nvidia has demand for its chips that appears to be limitless, says Cerity Partners' Jim Lebenthal
▼ + stars: | 2023-08-24 | 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 EmailNvidia has demand for its chips that appears to be limitless, says Cerity Partners' Jim LebenthalJosh Brown, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss Nvidia's outstanding earnings, the market's expectations for Jackson Hole, and more.

Persons: Cerity, Jim Lebenthal Josh Brown, Jenny Harrington, Jim Lebenthal, Jackson Organizations: Nvidia

☆ AT&T and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-08-24 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks to buy, hold or sell right now. Jenny Harrington of Gilman Hill Asset Management discussed why she sold AT & T and will be looking to buy it back in the future. Cerity Partners' Jim Lebenthal shared why he thinks Bristol-Myers Squibb is a good long-term hold.

Persons: Jenny Harrington, Cerity, Jim Lebenthal, Myers Squibb Organizations: CNBC Pro, Management, Cerity Partners Locations: Bristol

☆ Cleveland-Cliffs stock surges after a rejected buyout offer. Here's how the pros are playing it
▼ + stars: | 2023-08-14 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCleveland-Cliffs stock surges after a rejected buyout offer. Here's how the pros are playing itJim Cramer, Jim Lebenthal of Cerity Partners and Stephanie Link of Hightower Advisors discussed Cleveland-Cliffs after United States Steel rejected a $7.3 billion buyout offer from Cleveland-Cliffs.

Persons: Jim Cramer, Jim Lebenthal, Stephanie Link, Hightower Organizations: Cerity Partners, Hightower Advisors, Cliffs, United States Steel Locations: Cleveland

☆ Disney shares rise after streaming losses, price hikes. How the pros are playing it
▼ + stars: | 2023-08-10 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney shares rise after streaming losses, price hikes. How the pros are playing itJim Cramer, Ken Leon of CFRA Research, Michael Nathanson of MoffettNathanson, Jenny Harrington of Gilman Hill Asset Management, Josh Brown of Ritholtz Wealth Management and Jim Lebenthal of Cerity Partners discussed Disney after the company's third-quarter earnings call laid out plans to hike prices on their streaming platforms.

Persons: Jim Cramer, Ken Leon, Michael Nathanson, MoffettNathanson, Jenny Harrington, Josh Brown, Jim Lebenthal Organizations: Disney, CFRA Research, Asset Management, Ritholtz Wealth Management, Cerity Partners

☆ High-yield oil funds and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-08-10 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which sectors and exchange-traded funds to buy, hold or sell. Jenny Harrington of Gilman Hill Asset Management explained why there is too much risk associated with investing in a high-yield oil fund right now. Cerity Partners' Jim Lebenthal broke down why he is underweight on the technology sector and doesn't think it will outperform going forward. Instead, Lebenthal is looking at more cyclical sectors such as financials , industrials , materials and energy .

Persons: Jenny Harrington, Jim Lebenthal Organizations: CNBC Pro, Management, Cerity Partners

☆ Amazon stock climbs 8.3% after biggest profit beat since 2020. How the pros are playing it
▼ + stars: | 2023-08-04 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon stock climbs 8.3% after biggest profit beat since 2020. How the pros are playing itBrad Erickson of RBC Capital Markets, John Blackledge of Cowen, Steve Weiss of Short Hills Capital, Brenda Vingiello of Sand Hill Global Advisors, Jim Lebenthal of Cerity Partners and Shannon Saccocia Neuberger Berman Private Wealth discussed Amazon after the company reported much higher than expected quarterly results and its largest profit beat since the fourth quarter of 2020.

Persons: Brad Erickson, John Blackledge, Cowen, Steve Weiss, Brenda Vingiello, Jim Lebenthal, Shannon Saccocia Neuberger Berman Organizations: RBC Capital Markets, Short Hills Capital, Global Advisors, Cerity Partners, Wealth Locations: Sand

☆ Qualcomm freefalls as phone chip sales falter. Here's what the pros are saying
▼ + stars: | 2023-08-03 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQualcomm freefalls as phone chip sales falter. Here's what the pros are sayingJim Cramer, Jim Lebenthal of Cerity Partners and Bill Baruch of Blue Line Futures discussed Qualcomm after the company reported weaker-than-anticipated revenue and guidance in their third-quarter financial results.

Persons: Jim Cramer, Jim Lebenthal, Bill Baruch Organizations: Qualcomm, Cerity Partners, Blue

☆ Broadcom, Lowe's and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-07-27 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

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

☆ Stocks poised to return better than tech, says Cerity Partners' Jim Lebenthal
▼ + stars: | 2023-07-20 | 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 EmailStocks poised to return better than tech, says Cerity Partners' Jim LebenthalJosh Brown, Kari Firestone, Amy Raskin, Jim Lebenthal, joins 'Halftime Report' to discuss strong economic activity in value stocks, market breadth widening out, and anticipating a pullback in the market.

Persons: Cerity, Jim Lebenthal Josh Brown, Kari Firestone, Amy Raskin, Jim Lebenthal Organizations: Stocks

☆ PayPal, Alphabet and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-07-20 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPayPal, Alphabet and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jim Lebenthal of Cerity Partners, Karen Firestone of Aureus Asset Management and Amy Raskin of Chevy Chase Trust answer investment-related questions from CNBC Pro subscribers. Look out for an email where you can submit your questions directly to the Halftime team.

Persons: Jim Lebenthal, Karen Firestone, Amy Raskin Organizations: PayPal, Cerity Partners, Aureus Asset Management, Chevy Chase Trust, CNBC Pro

☆ Goldman Sachs reports mixed second-quarter results. Here's what the pros are saying
▼ + stars: | 2023-07-19 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs reports mixed second-quarter results. Here's what the pros are sayingJim Cramer, Gerard Cassidy of RBC Capital Markets and Jim Lebenthal of Cerity Partners discussed Goldman Sachs after reporting second-quarter results that missed on earnings but beat on revenue.

Persons: Goldman Sachs, Jim Cramer, Gerard Cassidy, Jim Lebenthal Organizations: RBC Capital Markets, Cerity Partners

☆ Disney trades flat after Iger contract extension. Here's what the pros are saying
▼ + stars: | 2023-07-13 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney trades flat after Iger contract extension. Here's what the pros are sayingJim Cramer, Michael Nathanson of SVB MoffettNathanson, Jim Lebenthal of Cerity Partners and Alan Gould of Loop Capital discussed Disney after it announced a contract extension with CEO Bob Iger through 2026.

Persons: Jim Cramer, Michael Nathanson, SVB MoffettNathanson, Jim Lebenthal, Alan Gould, Bob Iger Organizations: Cerity Partners, Loop Capital, Disney

☆ I don't think a Fed rate hike in July is 'absolutely guaranteed', says SoFi's Liz Young
▼ + stars: | 2023-07-12 | 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 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

☆ Watch CNBC's market roundtable with the Halftime Investment Committee
▼ + stars: | 2023-07-12 | 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 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

☆ Biogen shares fall after Alzheimer's drug approval. Here's what the pros are saying
▼ + stars: | 2023-07-07 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBiogen shares fall after Alzheimer's drug approval. Here's what the pros are sayingMichael Yee of Jefferies, Chris Raymond of Piper Sandler, Kevin Simpson of Capital Wealth Planning, Steve Weiss of Short Hills Capital and Jim Lebenthal of Cerity Partners discussed Biogen after the FDA approved its Alzheimer's drug.

Persons: Michael Yee, Jefferies, Chris Raymond, Piper Sandler, Kevin Simpson, Steve Weiss, Jim Lebenthal Organizations: Capital Wealth, Short Hills Capital, Cerity Partners, FDA

☆ Netflix hits highest level in 17 months. Here's what the pros are saying
▼ + stars: | 2023-07-05 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix hits highest level in 17 months. Here's what the pros are sayingJim Cramer, Joe Terranova of Virtus Investment Partners, Jenny Harrington of Gilman Hill Asset Management, Steve Weiss of Short Hills Capital and Jim Lebenthal of Cerity Partners discussed Netflix after the stock surged to its highest level since February 2022 following an upgrade from Goldman Sachs.

Persons: Jim Cramer, Joe Terranova, Jenny Harrington, Steve Weiss, Jim Lebenthal, Goldman Sachs Organizations: Netflix, Virtus Investment Partners, Asset Management, Short Hills Capital, Cerity Partners, Goldman

☆ Disney stock downgraded on uncertain growth expectations. Here's what the pros are saying
▼ + stars: | 2023-06-29 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney stock downgraded on uncertain growth expectations. Here's what the pros are sayingJim Lebenthal of Cerity Partners, Josh Brown of Ritholtz Wealth Management, Stephanie Link of Hightower Advisors and Eva Ados of ERShares discussed Disney after KeyBanc downgraded the stock to sector weight from overweight.

Persons: Jim Lebenthal, Josh Brown, Stephanie Link, Eva Ados, ERShares, KeyBanc Organizations: Disney, Cerity Partners, Ritholtz Wealth Management, Hightower Advisors

☆ Charles Schwab, Eli Lilly and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-06-29 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

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

☆ Jobless claims indicate the market has continued strength, says Cerity Partners' Jim Lebenthal
▼ + 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 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

☆ Pioneer, Oracle and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-06-22 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks, funds and sectors to buy, hold or sell. Bryn Talkington of Requisite Capital Management explained why she likes BHP , Rio Tinto , Freeport-McMoRan and Albemarle . Blue Line Futures' Bill Baruch owns Pioneer Natural Resources and breaks down why it's a good stock to hold. And, Jim Lebenthal of Cerity Partners talks about Oracle and why you can trim the holdings in the name after the stock's recent rally.

Persons: Bryn Talkington, Bill Baruch, Jim Lebenthal Organizations: CNBC Pro, Management, BHP, Blue, Natural Resources, Cerity Partners, Oracle Locations: Rio Tinto, Freeport, McMoRan, Albemarle

☆ The Fed is not backing down on its inflation target, says Cerity Partners' Jim Lebenthal
▼ + stars: | 2023-06-22 | 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 Fed is not backing down on its inflation target, says Cerity Partners' Jim LebenthalJosh Brown, Bryn Talkington, Bill Baruch, and Jim Lebenthal join 'Halftime Report' to discuss where the market is heading, Powell's hawkish testimony on inflation, and price action in the Russell 2000.

Persons: Cerity, Jim Lebenthal Josh Brown, Bryn Talkington, Bill Baruch, Jim Lebenthal, Powell's, Russell

☆ Tesla snaps 13-day record run. Here's what the pros are saying
▼ + stars: | 2023-06-15 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

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

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