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☆ Northrop Grumman and Humana: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-05-04 | 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 EmailNorthrop Grumman and Humana: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jenny Harrington of Gilman Hill Asset Management and Steve Weiss of Short Hills Capital answer investment-related questions from CNBC Pro subscribers. Look out for an email where you can submit your questions directly to the Halftime team.
☆ Northrop Grumman and more: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-05-04 | 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, bonds and ETFs during this period of heightened market volatility, including whether to buy, sell or hold individual names. Jenny Harrington of Gilman Hill Asset Management discussed Northrop Grumman and why she thinks it's a good buy now. Stephen Weiss of Short Hills Capital explained why Humana is a good long-term hold with an entry point under $500.
☆ Google is on borrowed time, says Short Hills Capital's Steve Weis
  + 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 EmailGoogle is on borrowed time, says Short Hills Capital's Steve WeisThe 'Halftime Report' investment committee, Steve Weiss, Jenny Harrington and Josh Brown, discuss Alphabet stock, which Weiss has sold and positioning post-Fed meeting.
☆ Marriott, Moderna and more: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-04-27 | 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, bonds and ETFs during this period of heightened market volatility, including whether to buy, sell or hold individual names. Jason Snipe of Odyssey Capital Advisors discussed Marriott and why he expects there is still upside for the hotel stock. Steve Weiss of Short Hills Capital owns Moderna and said he sees a recovery in the stock over the next few months as it seeks approval for its RSV vaccine. With the expectation that the Federal Reserve will cut rates later this year, SoFi's Liz Young suggested investors start unloading their short-term bonds by the end of this summer.
☆ Technology’s year of efficiency faces it first major test: overcoming declining earnings expectations
  + stars: | 2023-04-25 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
Technology's year of efficiency faces its first major test this week as big technology earnings kick into high gear. Across the information technology sector, earnings are expected to decline 15.1% year over year, according to FactSet data. The setup for technology stocks It's hard to pinpoint one specific problem denting earnings expectations this season. Heading into the second quarter, many technology companies already face lowered earnings expectations, with analysts lowering earnings estimates for the information technology sector in the first quarter by 6.5% in aggregate, according to FactSet data. "We plan on being either not in any of these names or hedged or short some of them going into earnings season," Niles said.
☆ How one trader is positioning his portfolio with the March CPI report in the books
  + stars: | 2023-04-12 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Investing veteran Stephen Weiss said he's still patiently waiting to deploy capital in the stock market as Wednesday's cooler-than-expected inflation report didn't serve as an all-clear. "Inflation is still stubbornly high," said Weiss, a regular on CNBC's "Halftime Report." Excluding food and energy, the core CPI increased 0.4% and 5.6% on an annual basis, both as expected. The chief investment officer at Short Hills Capital Partners believes that the market valuation is still too high even as earnings declined. Weiss said he's going to be opportunistic until there's clarity of the economic picture.
☆ Follow the Pros: How Steve Weiss is playing the March CPI report
  + stars: | 2023-04-12 | 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 EmailFollow the Pros: How Steve Weiss is playing the March CPI reportFollow Short Hills Capital Partners CIO Steve Weiss as he breaks down what he is seeing in March's consumer price index report and how he is investing accordingly.
☆ 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) .
☆ Joe Terranova buys JPMorgan
  + stars: | 2023-03-27 | 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 EmailJoe Terranova buys JPMorganJoe Terranova, Virtus Investment Partners chief market strategist, and Steve Weiss, Short Hills Capital founder, join the ‘Halftime Report’ to explain their recent trades.
☆ Amazon is not compelling enough for me to buy: Short Hills' Steve Weiss
  + stars: | 2023-03-27 | 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 EmailAmazon is not compelling enough for me to buy: Short Hills' Steve WeissThe 'Halftime Report' investment committee: Bryn Talkington, Requisite Capital Management managing partner, Joe Terranova, Virtus Investment Partners chief market strategist, and Steve Weiss, Short Hills Capital founder, discuss tech sectors and more.
☆ The ‘Halftime Report’ investment committee assess the state of stocks
  + stars: | 2023-03-27 | 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 EmailThe ‘Halftime Report’ investment committee assess the state of stocksThe ‘Halftime Report’ investment committee: Bryn Talkington, Requisite Capital Management managing partner, Joe Terranova, Virtus Investment Partners chief market strategist, and Steve Weiss, Short Hills Capital founder, weigh in on the state of stocks.
☆ Watch the CNBC 'Halftime Report' investment committee's midday market discussion
  + stars: | 2023-03-17 | 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 EmailWatch the CNBC 'Halftime Report' investment committee's midday market discussionThe investment committee, NewEdge Wealth's Rob Sechan, Sand Hill Global Advisors' Brenda Vingiello, Virtus Investment Partners' Joe Terranova and Short Hills Capital's Steve Weiss, join CNBC's Frank Holland to discuss the markets and the impact of the Fed's tightening policy.
☆ We're in a stock picker's market, but there are still opportunities out there, says Sand Hill Global's Vingiello
  + stars: | 2023-03-17 | 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 EmailWe're in a stock picker's market, but there are still opportunities out there, says Sand Hill Global's VingielloThe investment committee, NewEdge Wealth's Rob Sechan, Sand Hill Global Advisors' Brenda Vingiello, Virtus Investment Partners' Joe Terranova and Short Hills Capital's Steve Weiss, join CNBC's Frank Holland to discuss the markets and the impact of the Fed's tightening policy.
☆ I don't know what these guys at Fundstrat drink: Short Hills Capital's Steve Weiss
  + stars: | 2023-03-17 | 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 don't know what these guys at Fundstrat drink: Short Hills Capital's Steve WeissFundstrat's Mark Newton says the bottom is in, and the investment committee responds. With CNBC's Frank Holland and the 'Halftime Report' investment committee, NewEdge Wealth's Rob Sechan, Sand Hill Global Advisors' Brenda Vingiello, Virtus Investment Partners' Joe Terranova and Short Hills Capital's Steve Weiss.
☆ 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.
☆ Whole market will price lower if breakages continue, says Requisite Capital Management's Bryn Talkington
  + stars: | 2023-03-15 | 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 EmailWhole market will price lower if breakages continue, says Requisite Capital Management's Bryn TalkingtonRequisite Capital Management's Bryn Talkington, Odyssey Capital Advisors' Jason Snipe, Short Hills Capital's Steve Weiss, Virtus Investment Partners' Joe Terranova and Blue Line Capital's Bill Baruch join the 'Halftime Report' to discuss Fed policy, the downfall of Silicon Valley Bank, and this week's market action.
☆ Why SVB Private CIO Shannon Saccocia trimmed her Apple, Microsoft stakes
  + stars: | 2023-03-03 | 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 EmailWhy SVB Private CIO Shannon Saccocia trimmed her Apple, Microsoft stakesCerity Partners' Jim Lebenthal, NewEdge Wealth's Rob Sechan, SVB Private's Shannon Saccocia and Short Hills Capital's Steve Weiss join the 'Halftime Report' to discuss Saccocia's decision to cut back her positions in Apple and Microsoft, Apple's immunity to consumer spending pullbacks and today's market moves.
☆ Apple, Energy Transfer and more: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-03-02 | 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 heightened market volatility, including whether to buy, sell or hold specific companies. Jenny Harrington of Gilman Hill Asset Management explained why you should hold onto Energy Transfer if you own the stock. Cerity Partners' Jim Lebenthal said if you already own Apple , you may want to keep some shares in your portfolio. Stephen Weiss of Short Hills Capital Partners talked about Devon Energy and why it may be worth sticking with the stock at these levels.
☆ Watch CNBC's full midday market discussion with Amy Raskin, Steve Weiss, Joe Terranova and Sarat Sethi
  + stars: | 2023-02-27 | 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 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.
☆ SoFi's Liz Young says market's in limbo, expects catalyst to the downside
  + stars: | 2023-02-23 | 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 EmailSoFi's Liz Young says market's in limbo, expects catalyst to the downsideCNBC’s ‘Halftime Report’ investment committee, Cerity's Jim Lebenthal, SoFi's Liz Young, Short Hills Capital's Steve Weiss and Blue Line Capital's Bill Baruch, discuss stocks reversing gains today and where the market goes from here.
☆ Alphabet, Rivian and more: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-02-23 | 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 EmailAlphabet, Rivian and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jim Lebenthal of Cerity Partners, Steve Weiss of Short Hills Capital and Liz Young of SoFi answer investment-related questions from CNBC Pro subscribers. Look out for an email where you can submit your questions directly to the Halftime team.
☆ Gilman Hill's Jenny Harrington buys Skyworks Solutions, says chip stock is a 'compelling technology investment'
  + stars: | 2023-02-13 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Skyworks Solutions is one chip stock that traders should take another look at, according to investor Jenny Harrington. She said the stock appears compelling at current valuations. Additionally, the company is expected to grow its earnings significantly, making it a "compelling technology investment." Unlike some of its peers, Skyworks has its own manufacturing plants in the U.S. Still, Weiss, who previously held the stock, said he would wait to give Skyworks another look.
☆ Energy remains 'uninvestible,' says Short Hills' Steve Weiss
  + stars: | 2023-02-13 | 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 EmailEnergy remains 'uninvestible,' says Short Hills' Steve WeissCNBC’s ‘Halftime Report’ investment committee, Jenny Harrington, Steve Weiss and Joe Terranova, discuss the state of the energy trade and if they see potential in the sector.
☆ The bear market is over, we're in a narrow trading range, says Short Hills' Steve Weiss
  + stars: | 2023-02-13 | 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 bear market is over, we're in a narrow trading range, says Short Hills' Steve WeissCNBC’s ‘Halftime Report’ investment committee, Jenny Harrington, Steve Weiss and Joe Terranova, discuss the state of the markets and how investors should position themselves.
☆ Exclusive: The FBI's McGonigal labyrinth
  + stars: | 2023-02-08 | by ( Mattathias Schwartz | ) www.businessinsider.com   time to read: +28 min
She never saw McGonigal pay. "The notion that Mr. Deripaska is some proxy for the Russian state is a blatant lie," Ruben Bunyatyan, a spokesperson for Deripaska, told Insider by email. McGonigal was not charged with espionage, and although there is currently no evidence that McGonigal committed espionage, an FBI source told Insider that the investigation is ongoing. At the FBI, McGonigal racked up a string of big cases and promotions. "He said he needed to make more money," Guerriero told Insider.
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