Hightower

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said that Corteva Inc (NYSE: CTVA) increased its buyback to $2 billion at their Investor Day on Tuesday. “They just increased their buyback a month ago to $1 billion. So, now you’ve got $3 billion,...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said that NextEra Energy Inc (NYSE: NEE) is a “renewables beneficiary.” "The company has increased its growth rate and market share and trades at a 5-year average multiple," Link...

On CNBC’s “Halftime Report Final Trades,” Jim Lebenthal of Cerity Partners chose Cleveland-Cliffs Inc (NYSE: CLF), saying that “economic activity with hard construction would require steel.” Also Read: Indian Industrialist Now Next Only To Elon Musk And Jeff Bezos...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower chose Corteva Inc (NYSE: CTVA), saying that she likes the agriscience cycle. “They have pricing power. They also have a cost-cutting program,” Link mentioned. “So, I think margins have a lot of...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said that she likes Aptiv PLC (NYSE: APTV) “a lot.” “Down 34%, they’ve already cut guidance pretty conservatively and easy comparisons in the second half of the year, and they’re...

On CNBC’s “Halftime Report Final Trades,” Jim Lebenthal of Cerity Partners said Goldman Sachs Group Inc (NYSE: GS) is “breaking out from other financials.” “You get a good CPI number or maybe the curve gets a little less inverted and things could look very good...

On CNBC’s “Halftime Report Final Trades,” Sarat Sethi said he’s sticking with Chevron Corporation (NYSE: CVX). “It’s gonna be a good one for a while,” he added. Stephanie Link of Hightower said Zoetis Inc (NYSE: ZTS) had “a very good earnings report....

On CNBC’s “Halftime Report Final Trades,” Farr, Miller & Washington’s Michael Farr said Walt Disney Co (NYSE: DIS) is “still gonna come back down 37% off the highs, growing earnings by likely 15%.” “I like Disney. Their businesses are coming...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower chose Broadcom Inc (NASDAQ: AVGO). Shares of Broadcom rose 0.57% to $514.01 in after-hours trading on Tuesday. Josh Brown of Ritholtz Wealth Management said he was staying long on Encore Capital Group, Inc. (...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said Occidental Petroleum Corporation’s (NYSE: OXY) stock has declined by 25% since the beginning of June. The stock trades at 5.5 times its earnings and 5.3 times EBITDA, Link mentioned. The company...

On CNBC’s “Halftime Report Final Trades,” Jim Lebenthal of Cerity Partners said he chose Wynn Resorts, Limited (NASDAQ: WYNN) — not because of China, but “really because the U.S. operation is doing much better than people expected.” Analyst estimates have...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said she liked the rails, particularly Union Pacific Corporation (NYSE: UNP). The company has “pricing power, margin improvement, double-digit earnings,” she mentioned. Link added that she expects...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said Starbucks Corporation’s (NASDAQ: SBUX) U.S. comps “have remained resilient at 12%.” China’s reopening is a “good thing” for the company, Link mentioned. “They...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said Wells Fargo & Co (NYSE: WFC) “trades at 1x book and yields about 2%.” Wells Fargo is highly sensitive to rate hikes and a 50 basis points increase by the Federal Reserve could add 16%...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower chose Johnson & Johnson (NYSE: JNJ), saying that it’s “a top-notch pharmaceutical business.” She added, “Medical device is recovering as we reopen, and you have the consumer spin...