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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.
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.
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.
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.
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.
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.
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.
Short Hills' Steve Weiss makes a case for Chevron
  + stars: | 2023-01-27 | 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 EmailShort Hills' Steve Weiss makes a case for ChevronSteve Weiss, Short Hills Capital founder, joins 'Halftime Report' to discuss why he bought more Chevron.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina's reopening will be an inflationary event, suggests Short Hills Capital's Steve WeissBryn Talkington, Amy Raskin, Jim Lebenthal and Steve Weiss join the 'Halftime Report' to discuss the Fed's data dependency, finding value in the market today and tracking jobless claims.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs' bad quarter is the result of environmental factors, says Steve WeissSteve Weiss, chief investment officer and managing partner of Short Hills Capital Partners LLC, joins 'Closing Bell Overtime' to discuss Goldman Sachs' earnings miss, the environmental factors impacting the company's margins and Moderna's RSV vaccine news.
Stephen Weiss bought shares of Microsoft , which could be a tactical trade for investors after sentiment around growth stocks improved on some better inflation data. Part of my portfolio's long term, but I'm also, you know, I can trade," Weiss said Monday on CNBC's "Halftime Report." So that's why I bought Microsoft. Despite the steep drop, Microsoft outperformed other mega-cap tech stocks investors found more risky, such as Amazon, which plunged more than 49%, and Alphabet, which dropped about 39%. SoFi's Liz Young said she agreed with Microsoft as a trade for short-term investors, though she warned investors against suddenly turning bullish on mega-cap tech stocks.
On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this market volatility, including whether to buy, sell or hold specific names. Shannon Saccocia of SVB Private Bank shared her thesis on IBM , and why she thinks it is positioned to deliver strong results as a value tech play over the next year. Steve Weiss of Short Hills Capital explained why Moderna is a solid long-term hold. Finally, Jason Snipe of Odyssey Capital Advisors says the oil and gas trade will be positive in 2023 thanks to the economic reopening of China.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailShort Hills Capital's Steve Weiss says market rally made him more negativeCNBC’s ‘Halftime Report’ investment committee, Steve Weiss, Shannon Saccocia and Jason Snipe, discuss what they believe the Fed's 2023 playbook will be for hikes, pausing and a possible pivot.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIBM, Moderna and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Shannon Saccocia of SVB Private Bank, Steve Weiss of Short Hills Capital and Jason Snipe of Odyssey Capital Advisors answer investment-related questions from CNBC Pro subscribers. Look out for an email where you can submit your questions directly to the Halftime team.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBunge and Microsoft: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Steve Weiss of Short Hills Capital and Shannon Saccocia of SVB Private Bank answer investment-related questions from CNBC Pro subscribers. Look out for an email where you can submit your questions directly to the Halftime team.
On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks during this market volatility, including whether to buy, sell or hold specific names. Steve Weiss of Short Hills Capital shared his reasoning for Bunge as a commodity play, but cautioned retail investors that there are better investment opportunities out there. Also, Shannon Saccocia of SVB Private Bank gave her thesis on why Microsoft is a long-term hold going into 2023.
Stephen Weiss, chief investment officer and managing partner at Short Hills Capital Partners, bought Moderna , and sold Merck — though he still expects the latter is a solid pharmaceutical stock. "Some days I regret selling because it's still a cheap stock, still extremely well-run, I think the best-run pharma company." Moderna shares have recently attracted investors' interest following the announcement of an experimental melanoma vaccine . Shares of Moderna are down roughly 18% this year, while shares of Merck is up nearly 45% in 2022. To this, Weiss added that "there's no other drug company, biotech company" with the pipeline that Moderna has.
Stephen Weiss, the chief investment officer and managing partner of Short Hills Capital Partners, is very bearish on Tesla stock. Currently, Musk is running SpaceX, the Boring Company, Tesla and Twitter, which Weiss added is a "complete nightmare." Headwinds for Tesla, EVs In addition, he sees rising competition, a lack of infrastructure and a weak economy as major headwinds for Tesla going forward. "Now you look in a garage, you look anywhere, and you see tremendous cars that make Teslas look like Model Ts," he said, pointing to models from Ford and Porsche. Beyond his views on Tesla, Weiss recently sold Dick's Sporting Goods and Honeywell for profit in a rough environment to make money.
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about stocks during volatile markets, including whether to buy, sell or hold specific names. Brenda Vingiello of Sand Hill Global Advisors explained why she likes Honeywell . Short Hills Capital's Stephen Weiss said he believes the Invesco QQQ exchange-traded fund, which tracks the Nasdaq-100 index, will be "terrible" over the next six months. However, he notes that if investors have a longer time frame, they can make money. Finally, Josh Brown of Ritholtz Wealth Management discussed how he thinks Uber could fare during a recession.
It's been a brutal year for tech stocks, which means there may be opportunities for investors to scoop up some names at a good price. There are big cap names trading at historical lows," said Altimeter Capital Chair and CEO Brad Gerstner on CNBC's " Closing Bell: Overtime " Thursday. Microsoft For Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, Microsoft looks compelling, especially due to its commercial cloud business. Microsoft shares are down 24% in 2022. Stephen Weiss, chief investment officer at Short Hills Capital Partners, also likes Microsoft, as well as Apple .
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should stay on the sideline in retail, says Short Hill's Steve WeissSteve Weiss, Short Hills Capital, joins 'Closing Bell: Overtime' to discuss retail stocks heading into the holiday season.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 'Halftime Report' investment committee makes the energy tradeEnergy comes into focus as Wells Fargo makes a bullish call. With CNBC's Frank Holland and the 'Halftime Report' investment committee, Virtus Investment Partners' Joe Terranova, Short Hills Capital's Steve Weiss and Requisite Capital Management's Bryn Talkington.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlphabet, Moderna, and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Josh Brown of Ritholtz Wealth Management, Karen Firestone of Aureus 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.
On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this market volatility, including whether to buy, sell or hold specific names. Josh Brown of Ritholtz Wealth Management explains why he owns the tech giant Alphabet and deems it a long-term hold. Aureus Asset Management's Karen Firestone highlighted the reasons why Blackstone is well discounted and a buy. Finally, Stephen Weiss of Short Hills Capital suggests keeping Moderna in your portfolio. He says if the biotech stock declines further, he plans to buy more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBe patient with equities, there's no rush to get in, says Short Hills Capital's Steve WeissShort Hills Capital's Steve Weiss joins the 'Halftime Report' to discuss Fed Chair Jerome Powell's decision to double down on the Fed's commitment to fight inflation despite the economic toll, and where investors should put money in the interim.
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