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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. Jason Snipe of Odyssey Capital Advisors discussed CVS and why he thinks this stock is worth owning for the long term. Jim Lebenthal of Cerity Partners shared his thoughts on Cleveland-Cliffs and explained why investors may want to hold onto this stock. Finally, iCapital Network's Anastasia Amoroso explained why she thinks the best two sectors in 2023 are real estate investment trusts and semiconductors.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBoeing, Amazon, and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jim Lebenthal of Cerity Partners, Amy Raskin of Chevy Chase Trust, and Bryn Talkington of Requisite Capital Management 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. Jim Lebenthal of Cerity Partners shared his thoughts on Boeing , and why he thinks this stock is a buy. Amy Raskin of Chevy Chase Trust explained why this year won't be great for Amazon , but she likes the company for the long term. Finally, Requisite Capital Management's Bryn Talkington owns Wynn Resorts . She discussed why investors should wait for a pullback to invest in the stock.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSalesforce, Blackstone & more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jim Lebenthal of Cerity Partners, Karen Firestone of Aureus Wealth Management 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.
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about stocks and ETFs during this market volatility, including whether to buy, sell or hold specific names. Jim Lebenthal of Cerity Partners shares why he thinks Salesforce is a "hypergrowth" stock along witha name to build slowly into a portfolio. Karen Firestone of Aureus Wealth Management, meanwhile, said Blackstone is an attractive stock with a high-paying dividend. Finally, Jason Snipe of Odyssey Capital Advisors said he likes the Materials Select Sector SPDR Fund as a way to play the materials sector, and thinks the space has room to run.
"I actually think Netflix will have a good report," he said. I would not be telling people don't own Netflix ahead of earnings. NFLX 1Y mountain Netflix shares plummeted 51% in 2022 Shares of Netflix slumped 51% in 2022 as investors rotated out of growth and streaming stocks faced a dwindling advertising environment and steepening competition. Despite selling shares, Brown remains confident in the company's long-term trajectory and reputation as one of the only profitable streaming services in the industry. Looking ahead, Brown views more information regarding Netflix's advertising tier as the news that could "make or break" this quarter.
As investors position their portfolios for the year ahead, one sector is a standout pick for the investment panel on CNBC's "Halftime Report" : financials. "In every recession, there's one sector, whose balance sheet is most negatively affected by the recession. Gilman Hill Asset Management CEO Jenny Harrington named financial stocks as her top 2023 sector pick, saying the sector is undervalued after reviewing its price/earnings to growth ratio, or PEG ratio. The financials sector in the S & P 500 was down by 12% in 2022, still outperforming the broader market index despite the drop. Here is the full 2023 stock picks from the group: Karen Firestone: Charles Schwab, Align Technology, American Tower; Sector Pick: Financials Jenny Harrington: Kohl's, Uber, B & G Foods; Sector Pick: Financials Jim Lebenthal: Boeing, Cleveland-Cliffs, Paramount Global; Sector Pick: Industrials
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCerity's Jim Lebenthal on the Salesforce slump: It may be time to sell nowJim Lebenthal, Cerity Partners, joins 'Closing Bell: Overtime' to discuss the drop in shares of Salesforce, a stock he owns.
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 .
Real estate investment trusts are having a bad year. Blackstone recently had to limit withdrawals from its retail real estate fund , BREIT, for November and December. "I don't think that you are doing yourself a service to make the broad-based statement, 'commercial real estate is bad.'" The time to get out of REITs, I would say, is when interest rates are going up," he said on "Halftime Report." The key to investing is to sort through the sector and choose wisely, Harrington added.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlphabet, XLE, and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Bryn Talkington of Requisite Capital Management, Jim Lebenthal Cerity Partners, and Michael Farr of Farr, Miller & Washington 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. Bryn Talkington of Requisite Capital Management highlighted reasons why JPMorgan's Equity Premium Income ETF will continue to be a strong defensive strategy in this rising rate environment. Cerity Partners' Jim Lebenthal explained why he likes the Energy Select Sector SPDR Fund ETF as a way to play the oil sector broadly, rather than investing in individual stocks. Finally, Michael Farr of Farr, Miller & Washington talked about why you can hold Microsoft , Apple , Amazon and Alphabet as long term investments.
Assessing Buffett's biggest stock bets
  + stars: | 2022-11-07 | 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 EmailAssessing Buffett's biggest stock betsCerity Partners' Jim Lebenthal joins 'Closing Bell: Overtime' to discuss Warren Buffett's five top holdings: Apple, Coca-Cola, American Express, Bank of America and Chevron.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSalesforce, Kinder Morgan, and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Karen Firestone of Aureus Asset Management, Jim Lebenthal of Cerity Partners, and Josh Brown of Ritholtz Wealth Management 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. Aureus Asset Management's Karen Firestone explained why she would hold Salesforce shares, outlining steps the company can take to achieve double-digit growth over the next few years. Jim Lebenthal of Cerity Partners said he likes Kinder Morgan as a way to play the energy space. He noted that the stock has been a steady one for the market's top performing sector this year. Finally, Josh Brown of Ritholtz Wealth Management shares his thoughts on Matterport , noting he bought the stock at much higher levels, but does not recommend buying it in the current market environment.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft, Simon Property, and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Josh Brown of Ritholtz Wealth Management, Shannon Saccocia of SVB Private Bank, 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.
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 is long both the Vanguard Real Estate ETF and Simon Property . He explained why these are both strong investments in the real estate sector to add to your portfolio. SVB Private Bank's Shannon Saccocia highlighted reasons why she would invest equally between Apple , Alphabet and Microsoft if given $15,000. However, Saccocia said that if she were pressed to choose one of the three tech giants, she would buy Microsoft's stock.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCerity's Jim Lebenthal says it's still too early to get into small capsJim Lebenthal, Cerity Partners, joins 'Closing Bell: Overtime' to discuss small cap stocks and when it may be the time to buy.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPayPal and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jim Lebenthal of Cerity Partners, 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. Jim Lebenthal of Cerity Partners listed reasons why investors should own the energy sector through the end of the year and beyond. Aureus Asset Management's Karen Firestone said investors should buy shares of PayPal , as it recently announced it expects mid-teens sales growth over the next year. Finally, Steve Weiss of Short Hills Capital recently bought 2-Year Treasurys and thinks investors should buy stocks when they become cheaper.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere is a slowdown in semiconductor demand with consumers, says iCapital's Anastasia AmorosoCerity Partners' Jim Lebenthal and iCapital's Anastasia Amoroso join the 'Halftime Report' to discuss the timeframe for growth in semiconductors, when to buy semi stocks, and what red flags to watch.
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