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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCompanies like Chevron and Exxon are where investors need to be long-term, says DCLA's SethiSarat Sethi, DCLA managing partner, joins 'Power Lunch' to discuss the standouts from earnings season thus far, the consumer names who have reported earnings, and Sethi's thoughts on the financials.
Persons: DCLA's Sethi Sarat Sethi, DCLA Organizations: Companies, Chevron, Exxon
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're putting more money into value sector, says DCLA's Sarat SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to react to Bank of America's Q2 earnings, the banking sector at large, and more.
Persons: DCLA's Sarat Sethi Sarat Sethi, DCLA Organizations: of America's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere are lot of companies 'trading at well below market multiples', says DCLA's Sarat SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to preview the upcoming earnings season, latest market trends, 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 EmailThreads user growth has been absolutely breathtaking, says Josh BrownJosh Brown, Ritholtz Wealth Management, Joe Terranova, Virtus Investment Partners, Amy Raskin, Chevy Chase Trust, and Sarat Sethi, DCLA, join 'Halftime Report' to discuss the news of the day affecting markets.
Persons: Josh Brown Josh Brown, Joe Terranova, Amy Raskin, Sarat Sethi, DCLA Organizations: Ritholtz Wealth Management, Virtus Investment Partners, Chevy Chase Trust
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks, bonds and funds to buy, hold or sell. Sarat Sethi of DCLA shared why he thinks Pioneer Natural Resources is "part of a core portfolio." Virtus Investment Partners' Joe Terranova listed several health-care stocks that could outperform Bristol-Myers Squibb in the sector. Finally, Amy Raskin of Chevy Chase Trust explained why now is a good time to buy bonds.
Persons: Sarat Sethi, DCLA, Joe Terranova, Amy Raskin Organizations: CNBC Pro, Resources, Investment Partners, Bristol, Myers Squibb, Chevy Chase Trust
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPioneer, Bristol-Myers and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Sarat Sethi of DCLA, Joe Terranova of Virtus Investment Partners 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: Myers, Sarat Sethi, DCLA, Joe Terranova, Amy Raskin Organizations: Virtus Investment Partners, Chevy Chase Trust, CNBC Pro Locations: Bristol
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta hits 17-month high after Threads platform launch. Here's what the pros are sayingJim Cramer, Josh Brown of Ritholtz Wealth Management, Sarat Sethi of DCLA and Joe Terranova of Virtus Investment Partners discussed Meta after the company rolled out its Threads social media platform.
Persons: Jim Cramer, Josh Brown, Sarat Sethi, DCLA, Joe Terranova Organizations: Ritholtz Wealth, Virtus Investment Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLots of portfolios have too much tech exposure, says DCLA's Sarat SethiAnastasia Amoroso, Joe Terranova, Sarat Sethi, and Steve Weiss, join 'Halftime Report' to discuss the market fundamentals, portfolio rebalancing out of equities into taxable fixed income, and low call option volatility.
Persons: DCLA's Sarat Sethi Anastasia Amoroso, Joe Terranova, Sarat Sethi, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOracle stock gets upgraded as company beats on earnings. Here's what the pros have to sayJim Cramer, Brent Thill of Jefferies, Sarat Sethi of DCLA and Jim Lebenthal of Cerity Partners on what they think about Oracle as the stock hit an all-time high after fiscal fourth quarter beats on the top and bottom line.
Persons: Jim Cramer, Brent Thill, Jefferies, Sarat Sethi, DCLA, Jim Lebenthal Organizations: Oracle, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIf the Fed hints at cutting, it will be bad for the overall market, says DCLA's Sarat SethiStephanie Link, Sarat Sethi, and Jim Lebenthal join 'Halftime Report' to discuss job growth with easing average hourly earnings, cyclical moving higher, and pricing in a soft landing.
Persons: DCLA's Sarat Sethi Stephanie Link, Sarat Sethi, Jim Lebenthal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sarat Sethi reveals the best undervalued stocks to buy right nowSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, his top undervalued stock picks, and more.
Persons: Sarat Sethi, DCLA
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGameStop stock plummets after CEO is fired. Here's what the pros sayJim Cramer and Sarat Sethi of DCLA on what they think about GameStop after the stock sinks following the termination of CEO Matt Furlong.
Persons: Jim Cramer, Sarat Sethi, DCLA, Matt Furlong Organizations: GameStop
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sarat Sethi on Walmart Q1 earnings: Consumers are spending more on groceries and necessitiesSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss Walmart's Q1 earnings, which beat Wall Street estimates, and the retail sector at large.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSethi: The resolution of First Republic takes away the uncertainty for the marketDCLA managing partner Sarat Sethi discusses whether there will be a ripple effect from First Republic's failure on the broader market, and where investors may seek some opportunity in the near to mid-term.
I'd take strong bank earnings with a grain of salt: DCLA's Sethi
  + stars: | 2023-04-17 | 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'd take strong bank earnings with a grain of salt: DCLA's SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss his positioning ahead of earnings and more.
Watch CNBC’s full interview with DCLA’s Sarat Sethi
  + stars: | 2023-04-06 | 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 EmailWatch CNBC’s full interview with DCLA’s Sarat SethiSarat Sethi, DCLA managing partner and CNBC's Steve Liesman join ‘Power Lunch’ to discuss their expectations from tomorrow’s job reports and more.
Jobs report on deck: What to expect tomorrow
  + stars: | 2023-04-06 | 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 EmailJobs report on deck: What to expect tomorrowSarat Sethi, DCLA managing partner and CNBC's Steve Liesman join ‘Power Lunch’ to discuss their expectations from tomorrow’s job reports and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBe careful being overstretched in tech valuations, warns DCLA's Sarat SethiSarat Sethi, DCLA managing partner, joins 'Power Lunch' to discuss his reason for believing tech is overstretched and overvalued.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe FDIC's $250,000 isn't enough to restore depositor confidence, says DCLA's Sarat SethiCNBC’s ‘Halftime Report’ investment committee, Jason Snipe, Joe Terranova, Kari Firestone and Sarat Sethi, weigh in on First Republic Bank, which some members have positions in.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStock market still has long-term opportunities but confidence is key, says DCLA's SethiSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss Sethi's thoughts on the CPI data, and what he thinks of what the Federal Reserve has done for the banks.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sarat Sethi: Sticking to fundamentals will be very important in the next 3-6 monthsSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss what Jerome Powell's upcoming testimony could mean for stocks, what kind of surprises Sethi is expecting, and more.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sarat Sethi likes Apple and says it will do well with fundamentals and earningsCNBC’s ‘Halftime Report’ investment committee, Jason Snipe, Shannon Saccocia, Joe Terranova and Sarat Sethi, discuss Goldman Sachs' call to buy Apple and preview expectations ahead of this week's earnings.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full midday market discussion with Amy Raskin, Steve Weiss, Joe Terranova and Sarat SethiChevy Chase Trust's Amy Raskin, Short Hills Partners' Steve Weiss, Virtus Investment Partners' Joe Terranova and DCLA's Sarat Sethi join the "Halftime Report' to discuss weak performance in energy markets, bond yields and Fed policy going forward.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sethi: There are several opportunities for long-term investors todaySarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss Tuesday's market action, his estimates for the S&P earnings, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhen you look at the data, the economy is still strong, says DCLA's Sarat SethiDCLA's Sarat Sethi joins 'Power Lunch' to discuss what he sees as the Fed's path following today's hotter-than-expected CPI number.
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