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CNBC's Final Trades: Corteva, Palo Alto Networks, And This Energy Play
Wednesday, September 14, 2022 - 8:14am | 274On 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,...
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CNBC's Final Trades: NextEra Energy, Booz Allen Hamilton, Northrop Grumman And This Mobility Play With 'Great Relative Strength'
Wednesday, September 7, 2022 - 8:17am | 324On 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...
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CNBC's Final Trades: Cleveland-Cliffs, Dollar General And This Energy Giant With "At Least Another 10-15% Upside'
Tuesday, August 30, 2022 - 8:36am | 263On 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...
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CNBC's Final Trades: Corteva, Raytheon Technologies, Encore Capital, And This Health Care Play
Wednesday, August 24, 2022 - 8:30am | 363On 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...
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CNBC's Final Trades: Aptiv, CrowdStrike, Goldman Sachs And This Media Conglomerate
Wednesday, August 17, 2022 - 8:30am | 400On 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...
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CNBC's Final Trades: Goldman Sacks, Flavors & Fragrances And Why Energy Can Rally Through 2022
Wednesday, August 10, 2022 - 8:30am | 261On 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...
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CNBC's Final Trades: Chevron, Home Depot, Citigroup And This Pet Health Care Company
Monday, August 8, 2022 - 8:54am | 217On 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....
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CNBC's Final Trades: Walt Disney, Diamondback Energy, And This 'Great Example Of A Software Stock'
Wednesday, August 3, 2022 - 8:26am | 358On 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...
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CNBC's Final Trades: Broadcom, Encore Capital And This Semiconductor Play
Wednesday, July 27, 2022 - 8:28am | 203On 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. (...
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CNBC's Final Trades: Occidental Petroleum And A Major Tech Company That 'Should Be Safe No Matter What CPI Does'
Wednesday, July 13, 2022 - 8:27am | 342On 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...
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CNBC's Final Trades: Wynn Resorts, FedEx, General Mills And This Relatively Unknown Stock
Wednesday, June 29, 2022 - 8:47am | 294On 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...
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CNBC's Final Trades: Union Pacific, Snap, Archer-Daniels-Midland And This Way To Gain Energy Exposure
Wednesday, June 22, 2022 - 8:58am | 255On 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...
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CNBC's Final Trades: Starbucks, Johnson & Johnson, Union Pacific And This Way To Gain Exposure To Gold
Wednesday, June 8, 2022 - 8:04am | 300On 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...
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CNBC's Final Trades: Wells Fargo, Paramount Global, Archer-Daniels-Midland And This 'Dividend Aristocrat'
Wednesday, June 1, 2022 - 7:59am | 325On 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%...
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CNBC's Final Trades: O'Reilly Automotive, Best Buy, JPMorgan Chase And This 'Top-Notch' Pharma Stock
Wednesday, May 25, 2022 - 8:30am | 331On 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...