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☆ Tesla, Boeing and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-06-15 | 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. 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

☆ Oracle stock gets upgraded as company beats on earnings. Here's what the pros have to say
▼ + stars: | 2023-06-13 | 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 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

☆ Fortinet and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-06-01 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about stocks, bonds and exchange-traded funds during this period of heightened market volatility, including whether to buy, sell or hold individual names. Cerity Partners' Jim Lebenthal shared why the Vanguard S & P 500 ETF can be a good place to start for those looking to invest in the stock market. Stephanie Link of Hightower Advisors explained why Fortinet is a top investment in the cybersecurity sector.

Persons: Cerity, Jim Lebenthal, Stephanie Link, Hightower Organizations: CNBC Pro, Cerity Partners, Vanguard, Hightower Advisors Locations: cybersecurity

☆ Market divergence can resolve itself with laggards coming up, says Cerity Partners' Jim Lebenthal
▼ + stars: | 2023-05-26 | 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 EmailMarket divergence can resolve itself with laggards coming up, says Cerity Partners' Jim LebenthalRob Sechan, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss semiconductor momentum, varying portfolio management styles, and market laggards making comebacks.

Persons: laggards, Cerity, Jim Lebenthal Rob Sechan, Jenny Harrington, Jim Lebenthal

It may seem too late to jump into Nvidia — as the stock surged 25% a day after the company posted blockbuster earnings — but several investors say there's still time to get in. Ritholtz Wealth Management CEO Josh Brown said he has been in the stock for about eight years. The trajectory is likely an upward one for Nvidia as demand for artificial intelligence chips grows over time, he added. NVDA 1D mountain Nvidia shares He encouraged others who also don't currently own shares to take their time in starting to build their positions. "It's always prudent when a stock moves as much as it already has … to take something off the table.

Persons: Josh Brown, Brown, Jim Lebenthal, hasn't, I'm, Lebenthal, Jason Snipe Organizations: Nvidia —, Ritholtz Wealth, Nvidia, Cerity Partners, Odyssey Capital Advisors

☆ Microsoft, Ford and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-05-25 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about stocks, bonds and exchange-traded funds during this period of heightened market volatility, including whether to buy, sell or hold individual names. Bryn Talkington of Requisite Capital Management discussed why now is a good time to own the JPMorgan Equity Premium Income ETF ( JEPI) and JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ) . Cerity Partners' Jim Lebenthal explained why Ford is a good hold amid high demand for automobiles. Finally, Jason Snipe of Odyssey Capital Advisors said investors should start a small position in Microsoft . He also discussed when to increase that stake.

Persons: Bryn Talkington, Jim Lebenthal, Ford, Jason Snipe Organizations: CNBC Pro, Management, JPMorgan, JPMorgan Nasdaq Equity, Cerity Partners, Odyssey Capital Advisors, Microsoft

☆ Pioneer, Deere and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-05-18 | 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 EmailPioneer, Deere and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jenny Harrington of Gilman Hill Asset Management and Jim Lebenthal of Cerity Partners answer investment-related questions from CNBC Pro subscribers. Look out for an email where you can submit your questions directly to the Halftime team.

☆ Pioneer Natural Resources and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-05-18 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks, bonds and exchange-traded funds during this period of heightened market volatility, including whether to buy, sell or hold individual names. Jenny Harrington of Gilman Hill Asset Management shared why she does not see much more upside in the share price for Pioneer Natural Resources. Cerity Partners' Jim Lebenthal discussed Deere . He said the stock is one to own long term and is a compelling buy right now.

☆ Home Depot shares dip on revenue miss. Here's how the pros are playing it
▼ + stars: | 2023-05-16 | 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 EmailHome Depot shares dip on revenue miss. Here's how the pros are playing itJim Cramer, Brian Nagel of Oppenheimer & Co., Jim Lebenthal of Cerity Partners, Josh Brown of Ritholtz Wealth Management and Stephanie Link of Hightower Advisors on what they think about Home Depot after it reported its biggest quarterly revenue miss in more than 20 years.

☆ Better growth comes from 'hard asset sectors', says Cerity's Lebenthal on buying utilities over tech
▼ + stars: | 2023-05-12 | 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 EmailBetter growth comes from 'hard asset sectors', says Cerity's Lebenthal on buying utilities over techJosh Brown, Ritholtz Wealth Management CEO, Anastasia Amoroso, iCapital chief investment strategist, Steve Weiss, Short Hills Capital, and Jim Lebenthal, Cerity Partners chief equity strategist, join 'Halftime Report' to discuss buyback support in tech, when to sell the FAANG stocks, and timing cyclical exposure.

☆ Chart of the Day: Paramount plunges on earnings
▼ + stars: | 2023-05-04 | 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: Paramount plunges on earningsJim Lebenthal, Cerity Partners chief equity strategist, joins 'Halftime Report' to discuss Qualcomm and Paramount as shares drop for both companies after reporting earnings.

☆ One investor says make these trades right now as whirlwind earnings week wraps up
▼ + stars: | 2023-04-28 | 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 EmailOne investor says make these trades right now as whirlwind earnings week wraps upFollow Cerity Partners Chief Equity Strategist, Jim Lebenthal, as he shares where he sees opportunity in the market following the busiest week for first-quarter earnings reports.

☆ Amazon dips after slowing cloud growth projections. Here's how the pros are playing it
▼ + stars: | 2023-04-28 | 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 dips after slowing cloud growth projections. Here's how the pros are playing itJim Cramer, Daniel Flax of Neuberger Berman, James Lee of Mizuho Securities, Jim Lebenthal of Cerity Partners and Rob Sechan of NewEdge Wealth on what they think about Amazon's first-quarter earnings report and guidance for slower Amazon Web Services cloud growth.

☆ Here’s how one investor is finding underappreciated opportunities this earnings season
▼ + stars: | 2023-04-28 | by ( Yun Li | ) www.cnbc.com time to read: +1 min

Longtime investor and trader Jim Lebenthal said the real opportunities lie outside of the popular tech sector during this earnings season. "The most earnings beats have not been from technology stocks," Lebenthal said Friday. "The biggest beats both in terms of frequency and in terms of size has come from materials, energy and industrials." The investor noted that many stock in these sectors haven't actually responded well to major earnings beats, such as Cleveland-Cliffs , General Motors and Exxon Mobil. That's where the earnings growth is the biggest and that's where the opportunities are the greatest," Lebenthal said.

☆ Nvidia, Microsoft and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-04-20 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this period of heightened market volatility, including whether to buy, sell or hold individual companies. Bryn Talkington of Requisite Capital Management discussed Nvidia and Microsoft . She explained why these two stocks are the best ways to invest in artificial intelligence for now. Chevy Chase Trust's Amy Raskin said she sees gold going higher as long as the dollar continues to go down. Finally, Jim Lebenthal of Cerity Partners highlighted industrials and materials as the two top sectors to invest in for the remainder of the year.

☆ How Jim Lebenthal is bracing for big bank earnings
▼ + stars: | 2023-04-13 | 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 EmailHow Jim Lebenthal is bracing for big bank earningsFollow Cerity Partners Chief Equity Strategist Jim Lebenthal as he previews big bank earnings and how he is positioning his money for what's to come.

☆ Nvidia, Meta and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-04-13 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this period of heightened market volatility, including whether to buy, sell or hold individual companies. Jim Lebenthal of Cerity Partners talked about industrials and why there is a lot to like in this sector right now. Bryn Talkington of Requisite Capital Management discussed Nvidia . Bryn owns the stock and suggested investors not add more to their positions right now. Finally, NewEdge Wealth's Rob Sechan shared his outlook on Meta and says the company is doing well and its operating margins are "still great."

☆ Here's how one investor is trading Friday's bank earnings: Some favorite picks and an ETF
▼ + stars: | 2023-04-13 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Longtime investor and trader Jim Lebenthal said he's favoring big banks over small lenders heading into the earnings season. "The big banks should have been beneficiaries of what went on last month with Silicon Valley Bank and Signature Bank, meaning they got deposit inflows from the smaller banks," Lebenthal said. "I think we should favor the big banks over the smaller banks just because of their overall strength." Are there further deposit outflows not just from small banks to big banks, but from all banks to money market funds?" The investor called JPMorgan the "creme de la creme" in the banking system and said he owns Citigroup as a value and turnaround play.

☆ United Rentals, Citi and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-04-06 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this period of heightened market volatility, including whether to buy, sell or hold individual companies. Jenny Harrington of Gilman Hill Asset Management discussed why she thinks United Rentals is a good stock to buy and hold for the long term. Jim Lebenthal of Cerity Partners talked about Citi . He said there is a case to be made for the stock price to double in two years. Finally, Short Hills Capital Partners' Stephen Weiss shared why he thinks there are better places to put your money than the iShares TIPS Bond ETF (TIP) .

☆ Buy gold, sell this industrial stock: How these traders are preparing for a slowing economy
▼ + stars: | 2023-04-04 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Ritholtz Wealth Management CEO Josh Brown said that he bought gold mining stock Newmont to play the surge in gold prices as investors turned to bullion in the wake of the recent banking crisis. Brown called Newmont the "highest quality name" trading on the New York Stock Exchange. "You just get these moments where people lose confidence in fiat, in the banking system, et cetera, and for whatever reason, religion or otherwise, they reach for gold," Brown said Tuesday on CNBC's " Halftime Report ." NEM YTD mountain Newmont shares YTD Gold futures popped over the $2,000 threshold on Tuesday. DE YTD mountain Deere share YTD "There needs to be more planting regardless of what goes on in the economy, recession or not," Lebenthal said.

☆ Wells Fargo, UnitedHealth and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-03-30 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this period of heightened market volatility, including whether to buy, sell or hold individual companies. Stephanie Link of Hightower Advisors talked about why she owns Wells Fargo . Jim Lebenthal of Cerity Partners talked about Raytheon Technologies and Lockheed Martin . Lebenthal noted that one key difference between the two firms is that Raytheon has commercial aerospace exposure and Lockheed does not. Finally, Blue Line Futures' Bill Baruch discussed UnitedHealth and why it is a staple in his portfolio.

☆ First Republic was a good bank, but sentiment has taken over, says Cerity's Jim Lebenthal
▼ + stars: | 2023-03-21 | 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 EmailFirst Republic was a good bank, but sentiment has taken over, says Cerity's Jim LebenthalCerity Partners' Jim Lebenthal sold his First Republic shares but held on to the S&P regional bank ETF, the KRE. With CNBC's Melissa Lee and the rest of the 'Halftime Report' investment committee, Hightower Advisors' Stephanie Link and Ritholtz Wealth Management's Josh Brown.

☆ A pause would be too dramatic a change for the Fed, says Hightower's Stephanie Link
▼ + stars: | 2023-03-21 | 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 EmailA pause would be too dramatic a change for the Fed, says Hightower's Stephanie LinkPositioning ahead of tomorrow's Fed rate announcement — the consensus is the Fed will raise rates 25 bps. With CNBC's Melissa Lee and the 'Halftime Report' investment committee, Hightower Advisors' Stephanie Link, Ritholtz Wealth Management's Josh Brown and Cerity Partners' Jim Lebenthal.

☆ Traders, buying the dip in Schwab, are finding value in the beaten-up financial sector
▼ + stars: | 2023-03-21 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Some traders are using the recent pullback in financial stocks to scoop up shares of what they call quality names at bargain prices. That includes Charles Schwab , down 23% this month, as turmoil rocks the broader financial sector, especially hitting regional banks. She views the slump in Schwab shares, up 7% Tuesday but still trading at 14 times earnings, as an opportunity to add to her list of quality financial stocks. Traders like Cerity Partners' Jim Lebenthal recommend playing the banking sector through regionals, or the SPDR S & P Regional Banking ETF . KRE 1M mountain Regional bank ETF slumps 25% in March After a short time in First Republic , Lebenthal said he sold the San Francisco-based regional bank given stepped-up bearish sentiment, taking a 10% loss.

☆ Disney, Devon Energy and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-03-16 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this period of heightened market volatility, including whether to buy, sell or hold individual companies. Jim Lebenthal of Cerity Partners discussed why he likes Disney and sees the entertainment giant's streaming service being more profitable next year. Sand Hill Global Advisors' Brenda Vingiello discussed Apple , Google , Microsoft and Amazon . She predicts over the next decade these companies won't be the market leaders and suggests diversifying your portfolio. Finally, Steve Weiss of Short Hills Capital emphasized Devon Energy as a stock investors can take advantage of in the natural gas business adding, however, that now isn't the best time to buy it.

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