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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlphabet, Berkshire Hathaway and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Amy Raskin of Chevy Chase Trust, Jim Lebenthal of Cerity Partners, Joe Terranova of Virtus Investment 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.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCPI and the jobs report will test market's soft-landing narrative, says New York Life Investments' GoodwinJoe Terranova of Virtus Investment Partners and Lauren Goodwin of New York Life Investments join 'Closing Bell' to discuss bonds versus stocks, the mega cap sell off and resiliency in growth stocks.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI think we should be bearish on stocks and bullish on inflation, says Greenlight Capital's David EinhornDavid Einhorn, Greenlight Capital, joins CNBC's 'Halftime Report' to discuss his outlook for stocks, the market and the economy. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Requisite Capital's Bryn Talkington, Virtus Investment Partners' Joe Terranova and Odyssey Capital Advisors' Jason Snipe.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple doesn't need to buy growth, says Virtus Investment Partners' Joe TerranovaVirtus Investment Partners' Joe Terranova and SVB Private CIO Shannon Saccocia join 'Closing Bell' to discuss Apple's fundamentals, strategies for diversifying tech investments and the resilience of big tech against rising rates.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSectors that lead you into a market peak rarely lead you out of a trough, says SoFi's Liz YoungVirtus Investment Partners' Joe Terranova and SoFi's Liz Young join 'Closing Bell' to discuss Goldman Sach shares dropping following its investor day, resilience in the trading market and competition among banks and financials.
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.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTime is the enemy of the market right now, says Virtus Investment Partners' Joe TerranovaAmy Raskin, Steve Weiss, Joe Terranova, and Sarat Sethi join the "Halftime Report' to discuss weak performance in energy markets, bond yields and Fed policy going forward.
Energy stocks may be lagging the market, but don't count them out just yet, according to "Halftime Report" traders. The Energy Select Sector SPDR Fund gained a whopping 57.6% in 2022, compared with the S & P 500 's 19.4% drop. XLE YTD mountain Energy Select Sector SPDR Fund YTD performance However, he still advocates an overweight exposure to the energy sector. Sarat Sethi, portfolio manager at Douglas C. Lane & Associates, is also slightly overweight in energy and sees a potential buying opportunity. "Generally speaking, European energy trades much cheaper to US energy for a variety of historical reasons that I think are no longer relevant," she said.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Kourtney Gibson of TIAA and Virtus Investment Partners' Joe TerranovaKourtney Gibson of TIAA and Virtus Investment Partners' Joe Terranova join 'Closing Bell' to discuss the stock pickers market, portfolio diversification with bonds, and the power of the consumer in China.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI'd be very surprised to see the market return to October lows, says Virtus Investment Partners' TerranovaVirtus Investment Partners' Joe Terranova joins 'Closing Bell' to discuss energy market consolidation, supply challenges associated with inflation and U.S. dollar price fluctuation.
This will be the year of the bonds, says TIAA's Kourtney Gibson
  + stars: | 2023-02-24 | 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 EmailThis will be the year of the bonds, says TIAA's Kourtney GibsonKourtney Gibson of TIAA and Virtus Investment Partners' Joe Terranova join 'Closing Bell' to discuss the stock pickers market, portfolio diversification with bonds and the power of the consumer in China.
Why Josh Brown likes this high-beta cybersecurity stock
  + stars: | 2023-02-22 | by ( Michelle Fox | ) www.cnbc.com   time to read: +2 min
Cybersecurity stocks got a lift on Wednesday, but for Ritholtz Wealth Management CEO Josh Brown there's one name that stands out: CrowdStrike. Shares rallied about 4% during afternoon trading on Wednesday after competitor Palo Alto Networks blew past earnings expectations after the bell Tuesday. Goldman Sachs recently initiated coverage of the stock with a buy rating, along with Check Point , Fortinet and Palo Alto Networks. It's now three years ahead of the profitability goals it laid out in 2021, Palo Alto Network's CEO Nikesh Arora said. Morgan Stanley believes Palo Alto Networks will keep moving higher after its earnings results.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailServices and jobs are bright spots for this economy, says Hightower's Stephanie LinkRitholtz Wealth Management's Josh Brown, Hightower Advisors' Stephanie Link, Virtus Investment Partners' Joe Terranova and SVB Private's Shannon Saccocia join the 'Halftime Report' to discuss 2023's early-year rally, fear manifesting itself in the options market and strength in the economy emboldening the Fed.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's mid-day market discussion with Josh Brown, Stephanie Link, Joe Terranova, and Shannon SaccociaJosh Brown of Ritholtz Wealth Management, Stephanie Link of Hightower Advisors, Joe Terranova of Virtus Investment Partners and Shannon Saccocia of SVB Private join the 'Halftime Report' to discuss 2023's early-year rally, fear manifesting itself in the options market and strength in the economy emboldening the Fed.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRoblox soars after earnings while Devon Energy takes a hit after Q1 warningRoblox surges after the company beats on earnings. And Devon Energy takes a hit after it issues a warning. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Requisite Capital's Bryn Talkington, Virtus Investment Partners' Joe Terranova, Odyssey Capital Advisors' Jason Snipe and NewEdge Wealth's Rob Sechan.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC 'Halftime Report's' investment committee discuss the morning's market activityA midday look at the markets following strong January retail sales. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Requisite Capital's Bryn Talkington, Virtus Investment Partners' Joe Terranova, Odyssey Capital Advisors' Jason Snipe and NewEdge Wealth's Rob Sechan.
Homebuilder stocks strong, in spite of concern over the economy
  + stars: | 2023-02-15 | 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 EmailHomebuilder stocks strong, in spite of concern over the economyThe committee discusses homebuilder stocks, which have had a good year. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Requisite Capital's Bryn Talkington, Virtus Investment Partners' Joe Terranova, Odyssey Capital Advisors' Jason Snipe and NewEdge Wealth's Rob Sechan.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's no doubt there's growing risk out there, says NewEdge Wealth's Rob SechanA midday look at the markets. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Requisite Capital's Bryn Talkington, Virtus Investment Partners' Joe Terranova, Odyssey Capital Advisors' Jason Snipe and NewEdge Wealth's Rob Sechan.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBerkshire slashes Taiwan Semi stake — What it means for the sectorThe traders discuss what Berkshire slashing its stake in Taiwan Semi actually means for the sector. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Requisite Capital's Bryn Talkington, Virtus Investment Partners' Joe Terranova, Odyssey Capital Advisors' Jason Snipe and NewEdge Wealth's Rob Sechan.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe markets aren't seeing the Fed as adversarial anymore, says Virtus' Joe TerranovaJoe Terranova, Virtus Investments Partners chief market strategist, joins 'Closing Bell: Overtime' to discuss Airbnb earnings, the Fed and market response.
Companies that will benefit from a resilient economy are among the names that caught the eyes of Wall Street and the CNBC "Halftime Report" traders on Wednesday. While investors focused on the latest earning reports, which weighed on the market, there were several upgrades by Wall Street analysts of stocks the "Halftime Report" traders own . He called the Wall Street investment bank a high quality company at an attractive price. Wells Fargo analyst Mike Mayo is in agreement, boosting his price target to $420 a share from $390. Another name Lebenthal owns is Delta Air Lines , which was upgraded by Redburn to buy from neutral on Wednesday.
Traders work on the floor of the New York Stock Exchange (NYSE) during morning trading on January 26, 2023 in New York City. U.S. stock futures were little changed on Tuesday night. Dow Jones Industrial Average futures fell by 44 points, or 0.13%. Chipotle shares fell more than 4% after missing expectations on the top and bottom lines in its latest results. Meanwhile, cybersecurity stock Fortinet jumped more than 15% after topping earnings per share estimates.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market has a runway to the next earnings season, says Virtus' Joe TerranovaJoe Terranova, Virtus Investments Partners, joins 'Closing Bell: Overtime' to discuss Fed Chair Powell's remarks and how the markets reacted.
Investors are flocking back into tech, after shunning the sector for the better part of 2022 amid broad risk-off sentiment. The tech-heavy Nasdaq Composite has been the best-performing Wall Street index in 2023, having gained about 15.6% since the start of the year. This could be the rebound," Wang told CNBC's "Street Signs Asia" on Thursday. " Some 87% of analysts covering the stock rate it a "buy," according to FactSet data, and give it average upside of 10.3%. Christopher Crawford, managing partner at Crawford Fund Management, told CNBC's "Street Signs Asia" on Tuesday that his firm is overweight tech "for the first time in our 10-year history."
It's time for investors to get back into British pharmaceutical company GSK , according to investor Sarat Sethi. He has been adding to the stock that was known as GlaxoSmithKline since buying it a couple months ago, Sethi told the panel on CNBC's " Halftime Report " on Monday. GSK shares have notably underperformed this year. While the S & P 500 has rallied more than 7% since the start of 2023, GSK shares are just slightly higher for the year, up 0.6%. Hightower's Stephanie Link approved of the buy, saying that GSK has a "great story."
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