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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta is now a 'revenue reacceleration story', says Hightower's Stephanie LinkStephanie Link, Hightower chief investment strategist, joins 'Closing Bell Overtime, to talk Meta's launch of a Twitter competitor, where she's investing for the second half, and more.
Persons: Stephanie Link Stephanie Link, Hightower Organizations: Meta
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere are areas of market outside of tech 'with much better value': Hightower's Stephanie LinkStephanie Link, Hightower chief investment strategist, joins 'Squawk Box' to discuss the latest market trends, her outlook for the second half of the year, and more.
Persons: Stephanie Link Stephanie Link, Hightower
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGeopolitical implications seem like a 'non-event' to the markets, says Hightower's Stephanie LinkStephanie Link, Hightower Advisors, joins 'Power Lunch' to discuss the turmoil in Russia's impact on the global markets.
Persons: Stephanie Link Stephanie Link Organizations: Hightower Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailServices and consumer is where investors need to be in China, says Hightower's Stephanie LinkStephanie Link, Hightower Advisors chief investment strategist and portfolio manager, and Jason Hsu, Rayliant Global Advisors CIO, join 'The Exchange' to discuss China's new game plan to revive its flagging economy.
Persons: Stephanie Link Stephanie Link, Hightower, Jason Hsu Organizations: Services, Hightower Advisors, Rayliant Global, CIO Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with JPMorgan's Gabriela Santos and Hightower's Stephanie LinkJPMorgan's Gabriela Santos and Hightower's Stephanie Link, join 'Closing Bell' to discuss whether the market is moving toward bull territory.
Persons: JPMorgan's Gabriela Santos, Hightower's Stephanie Link JPMorgan's Gabriela Santos, Hightower's Stephanie Link
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHightower's Stephanie Link offers her barbell approach to the energy sectorStephanie Link, Hightower Advisors, joins 'Closing Bell' to offer her energy playbook as the sector needed more comeback many investors expected.
Persons: Stephanie Link Organizations: Hightower Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHightower's Stephanie Link hopes to see a broadening of the marketJPMorgan's Gabriela Santos and Hightower's Stephanie Link, join 'Closing Bell' to discuss whether the market is moving toward bull territory.
Persons: Stephanie Link, Gabriela Santos, Hightower's Stephanie Link
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSecular themes in the market are just too powerful, says Hightower's Stephanie LinkJosh Brown, Stephanie Link, and Jim Lebenthal join 'Halftime Report' to discuss buying the dip in A.I. stocks, Broadcom's upcoming earnings report, and the technicals behind Nvidia's stock performance.
Persons: Stephanie Link Josh Brown, Stephanie Link, Jim Lebenthal
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHightower's Stephanie Link on Target Q1 earnings: I think they're getting back on trackStephanie Link, Chief Investment Strategist at Hightower Advisors, joins 'Squawk Box' to break down Target's Q1 earnings results, and shares her earnings expectations from other retailers.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRetailers give cautious guidance as macro headwinds persist, says Hightower's Stephanie LinkHightower Advisors' Stephanie Link joins 'Halftime Report' to discuss Target delivering a Q1 estimate beat, a softening in discretionary spending, and conservative guidance estimates.
Investor Stephanie Link is eyeing TJX , Target and Walmart ahead of retail corporate earnings this week. For Link, chief investment strategist and portfolio manager at Hightower, off-price retailer TJX could stand to benefit from extra inventory throughout the retail sector. That's because the company buys up that inventory, and it has pricing power, she said. But Target, Link said, is a "little bit more dicey" because about 55% of the company's revenue is derived from discretionary consumer spending. "The only thing wrong with Walmart is that it trades at 25 times forward estimates, versus Target at 18 times," Link said.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed won't cut rates in 2023 because of 'resilient' economic data, says Hightower's Stephanie LinkStephanie Link, Jason Snipe, and Rob Sechan join 'Halftime Report' to discuss this week's jobs data beating expectations, the bond market pricing in rate cuts, and recession considerations.
Big banks are better situated, says Hightower's Stephanie Link
  + stars: | 2023-05-02 | 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 EmailBig banks are better situated, says Hightower's Stephanie LinkThe ‘Halftime Report’ investment committee, Stephanie Link, Joe Terranova and Jim Lebenthal, discuss the negativity in the market today as stocks fall ahead of the Fed meeting.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCompanies are delivering good results despite recession fears: Hightower's Stephanie LinkStephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins 'Squawk Box' to discuss the latest Big Tech earnings results, including Microsoft and Alphabet.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are not in a recession by any means, says Hightower's Stephanie LinkStephanie Link, Hightower Advisors chief investment strategist, joins CNBC's 'Squawk Box' to discuss earnings and equities, why she believes it's too early to say the U.S. economy is in a recession, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation remains sticky and Fed will keep hiking rates, says Hightower's Stephanie LinkThe ‘Halftime Report’ investment committee, Josh Brown, Bill Baruch, Jason Snipe and Stephanie Link, discuss the latest inflation reports and expectations for the Fed.
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.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with T. Rowe Price's Sebastien Page and Hightower’s Stephanie LinkT. Rowe Price's Sebastien Page and Hightower's Stephanie Link join 'Closing Bell' to discuss his bearish outlook on the markets and value and growth in tech.
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.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe systemically-important banks are very well capitalized, says Hightower's Stephanie LinkStephanie Link, chief investment strategist and portfolio manager at Hightower Advisors, joins ‘Power Lunch’ to discuss the so-called bank contagion that started with the fall of Silicon Valley Bank, whether the Fed should be blamed for the ongoing chaos and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHightower's Stephanie Link still bullish on GE, says the split will be favorableStephanie Link, Hightower Advisors, joins 'Closing Bell' to discuss GE as the company shakes off market weakness.
It's time to take some profits from what was one of the best-performing energy stocks last year, according to investor Stephanie Link. The chief investment strategist and portfolio manager at Hightower said she sold shares of Occidental Petroleum , which outperformed last year on the back of rising oil prices. Occidental shares posted a return of 119% in 2022. Schlumberger shares are more than 1% higher in 2023. Another name the investor sold was D.R.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Hightower's Stephanie Link and Solus' Dan GreenhausStephanie Link of Hightower Advisors and Dan Greenhaus of Solus Asset Management join 'Closing Bell' to discuss where they see the market headed right now.
Hightower's Stephanie Link makes the bull case for Broadcom
  + stars: | 2023-03-02 | 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 EmailHightower's Stephanie Link makes the bull case for BroadcomStephanie Link, Hightower, joins 'Closing Bell' to giver her bull case for Broadcom. The stock is set to report after the bell.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInventory spending is key for home improvement brands like Lowe's, says Hightower's Stephanie LinkStephanie Link, chief investment strategist and portfolio manager at Hightower, joins 'Power Lunch' to discuss consumer confidence expectations, upcoming earnings from consumer retailers, and enterprise and cloud under pressure.
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