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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the full midday Fed discussion with the ‘Halftime Report’ investment committeeThe ‘Halftime Report’ investment committee, Steve Weiss, Bryn Talkington, Joe Terranova and Jim Lebenthal, discuss stocks ahead of the Fed meeting and what they expect from Powell.
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.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe valuations and earnings growth outside of FANG are attractive, says Cerity's Jim LebenthalThe ‘Halftime Report’ investment committee, Jenny Harrington, Steve Weiss, Joe Terranova and Jim Lebenthal, discuss the indices after earnings week and how investors should position from here.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon dips after slowing cloud growth projections. Here's how the pros are playing itJim Cramer, Daniel Flax of Neuberger Berman, James Lee of Mizuho Securities, Jim Lebenthal of Cerity Partners and Rob Sechan of NewEdge Wealth on what they think about Amazon's first-quarter earnings report and guidance for slower Amazon Web Services cloud growth.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOne investor says make these trades right now as whirlwind earnings week wraps upFollow Cerity Partners Chief Equity Strategist, Jim Lebenthal, as he shares where he sees opportunity in the market following the busiest week for first-quarter earnings reports.
Longtime investor and trader Jim Lebenthal said the real opportunities lie outside of the popular tech sector during this earnings season. "The most earnings beats have not been from technology stocks," Lebenthal said Friday. "The biggest beats both in terms of frequency and in terms of size has come from materials, energy and industrials." The investor noted that many stock in these sectors haven't actually responded well to major earnings beats, such as Cleveland-Cliffs , General Motors and Exxon Mobil. That's where the earnings growth is the biggest and that's where the opportunities are the greatest," Lebenthal said.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAs Inflation comes down, the market will stay around current levels: Chevy Chase's Amy RaskinJosh Brown, Bryn Talkington, Amy Raskin, Jim Lebenthal join 'Halftime Report' to discuss the market response to Q2 earnings, credit tightening in the regional banks, and jobless claim resilience.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC 'Halftime Report' investment committee address recession concernsJosh Brown, Bryn Talkington, Amy Raskin, Jim Lebenthal join 'Halftime Report' to discuss the market response to Q2 earnings, credit tightening in the regional banks, and jobless claim resilience.
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. Bryn Talkington of Requisite Capital Management discussed Nvidia and Microsoft . She explained why these two stocks are the best ways to invest in artificial intelligence for now. Chevy Chase Trust's Amy Raskin said she sees gold going higher as long as the dollar continues to go down. Finally, Jim Lebenthal of Cerity Partners highlighted industrials and materials as the two top sectors to invest in for the remainder of the year.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC ‘Halftime Report’ investment committee weigh in on the tech tradeThe ‘Halftime Report’ investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, discuss the tech trade and the market outlook for the sector.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMega cap tech will need to justify multiple expansion, says Requisite's Bryn TalkingtonThe ‘Halftime Report’ investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, discuss the tech trade and the market outlook for the sector.
How Jim Lebenthal is bracing for big bank earnings
  + stars: | 2023-04-13 | 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 EmailHow Jim Lebenthal is bracing for big bank earningsFollow Cerity Partners Chief Equity Strategist Jim Lebenthal as he previews big bank earnings and how he is positioning his money for what's to come.
Grade my trade: CLF & TSLA
  + stars: | 2023-04-13 | 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 EmailGrade my trade: CLF & TSLACNBC’s ‘Halftime Report’ investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, weigh in on Cleveland-Cliffs and Tesla.
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 talked about industrials and why there is a lot to like in this sector right now. Bryn Talkington of Requisite Capital Management discussed Nvidia . Bryn owns the stock and suggested investors not add more to their positions right now. Finally, NewEdge Wealth's Rob Sechan shared his outlook on Meta and says the company is doing well and its operating margins are "still great."
Chart of the day: Delta Air Lines
  + stars: | 2023-04-13 | 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 EmailChart of the day: Delta Air LinesThe ‘Halftime Report’ investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, discuss Delta Air Lines and the airline sector.
Longtime investor and trader Jim Lebenthal said he's favoring big banks over small lenders heading into the earnings season. "The big banks should have been beneficiaries of what went on last month with Silicon Valley Bank and Signature Bank, meaning they got deposit inflows from the smaller banks," Lebenthal said. "I think we should favor the big banks over the smaller banks just because of their overall strength." Are there further deposit outflows not just from small banks to big banks, but from all banks to money market funds?" The investor called JPMorgan the "creme de la creme" in the banking system and said he owns Citigroup as a value and turnaround play.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailS&P 500 inches higher as stocks try to wrap up short trading week on a high noteJosh Brown, Steve Weiss, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss rollover in the labor market, earnings moving down, and the steepening yield curve.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGrowth and quality look like two best performing factors of 2023, says Josh BrownJosh Brown, Steve Weiss, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss rollover in the labor market, earnings moving down, and the steepening yield curve.
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) .
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJosh Brown buys Newmont: Technicals aligning with fundamentals for gold minersJosh Brown, Stephanie Link, Jim Lebenthal join 'Halftime Report' to discuss standout technicals, today's JOLTS data, and strategies for navigating volatility.
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.
Watch CNBC's investment committee discuss Fed policy
  + stars: | 2023-03-31 | 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 investment committee discuss Fed policyKari Firestone, Steve Weiss, Jason Snipe and Jim Lebenthal join 'Halftime Report' to discuss the current state of the economy, the possibility of the Fed overtightening, and more.
The Fed will likely overtighten, says Odyssey's Jason Snipe
  + stars: | 2023-03-31 | 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 Fed will likely overtighten, says Odyssey's Jason SnipeKari Firestone, Steve Weiss, Jason Snipe and Jim Lebenthal join 'Halftime Report' to discuss the current state of the economy, the possibility of the Fed overtightening, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailS&P 500 rises to a 3-week high as investors bet the banking crisis has stabilizedJosh Brown, Stephanie Link, Bill Baruch, Jim Lebenthal, joins 'Halftime Report' to discuss the developing credit crunch, stocks holding gains, and easing market uncertainties.
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. Stephanie Link of Hightower Advisors talked about why she owns Wells Fargo . Jim Lebenthal of Cerity Partners talked about Raytheon Technologies and Lockheed Martin . Lebenthal noted that one key difference between the two firms is that Raytheon has commercial aerospace exposure and Lockheed does not. Finally, Blue Line Futures' Bill Baruch discussed UnitedHealth and why it is a staple in his portfolio.
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