Short Hills Capital Partners

On CNBC’s “Halftime Report Final Trades,” Shannon Saccocia of Boston Private said L3Harris Technologies Inc. (NYSE: LHX) is a “significant defense contractor” that has huge switching costs and benefits from “complexity in their product line.” Farr, Miller...

On CNBC’s “Halftime Report Final Trades,” Karen Firestone of Aureus Asset Management said American Tower Corp’s (NYSE: AMT) stock had declined by 40% on “fears of FX and interest rates.” The company has long-term contracts, is “about data and voice all...

On CNBC’s “Halftime Report Final Trades,” Bryn Talkington of Requisite Capital Management chose Freeport-McMoRan Inc. (NYSE: FCX), saying that in the short term China will reopen after the Oct. 16 election. In the long term, “a 3 megawatts winter buying uses 4.7 tons of...

On CNBC’s “Halftime Report Final Trades,” Karen Firestone of Aureus Asset Management said that Align Technology, Inc’s (NASDAQ: ALGN) stock had declined from about $700 to around $200, which offers “an attractive entry,” given the current price and “its 20...

On CNBC’s “Halftime Report Final Trades,” Bryn Talkington of Requisite Capital Management said Pacer US Cash Cows 100 ETF (BATS: COWZ) is “a factor-based ETF that screens for the 100 highest free cash flow yielding companies in the S&P.” The two biggest sectors are...

On CNBC’s “Halftime Report Final Trades,” Stephen Weiss of Short Hills Capital Partners said he had sold all his shares of Volkswagen AG (OTCMKTS: VWAGY) after looking at CarMax, Inc (NYSE: KMX). The sales of autos are declining “just as they’re building up inventory,...

On CNBC’s “Halftime Report Final Trades,” Shannon Saccocia of Boston Private said Eaton Corporation PLC (NYSE: ETN) is “tied to the infrastructure spending that’s gonna happen for the electrical grid.” Saccocia mentioned that there could be about 30% upside to...

On CNBC’s “Halftime Report Final Trades,” Jim Lebenthal of Cerity Partners said Bristol-Myers Squibb Co (NYSE: BMY) has a “good dividend yield” and is a “cheap stock in a defensive industry.” “I think this is an easy one to buy no matter what you...

On CNBC’s “Halftime Report Final Trades,” Stephen Weiss of Short Hills Capital Partners recommended staying in cash. Despite some pressure, the U.S. Dollar Index (DXY) remains close to 20-year highs. Weiss said he has a large position in Volkswagen AG (OTCMKTS: VWAPY) but is not...

On CNBC’s “Halftime Report Final Trades,” Stephen Weiss of Short Hills Capital Partners said that Volkswagen AG (OTC: VWAPY) is the “most compelling stock there is.” "The valuation of Porsche is between $60-90 billion, which is essentially the market cap of the...

On CNBC’s “Halftime Report Final Trades,” Jenny Harrington of Gilman Hill Asset Management chose Mativ Holdings Inc (NYSE: MATV), saying it has a 6.4% yield and trades at eight times earnings. “A little materials company with GDP, maybe GDP-plus growth,”...

On CNBC’s “Halftime Report Final Trades,” Bryn Talkington of Requisite Capital Management said that AbbVie Inc (NYSE: ABBV) has “come down from 175.” “It’s at 134, it’s got a 4% yield,” Bryn mentioned. “I’m actually adding to my...

CME Group Inc (NASDAQ: CME) “benefits from volatility.” That's according to Karen Firestone of Aureus Asset Management who appeared on CNBC’s “Halftime Report Final Trades.” “They run the biggest exchange for derivatives and interest rate products and...

On CNBC’s “Halftime Report Final Trades,” Stephen Weiss of Short Hills Capital Partners said that the Industrial Select Sector SPDR Fund (ARCA: XLI) is a “hedge” as stocks could go lower. Bryn Talkington of Requisite Capital Management named First Trust Natural Gas ETF...

On CNBC’s “Halftime Report Final Trades,” Stephen Weiss of Short Hills Capital Partners chose EQT Corporation (NYSE: EQT). “It’s a nat-gas and this stock has done well over the last six months,” Weiss mentioned. “I continue to believe that nat-gas...