Hightower

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said Caterpillar Inc’s (NYSE: CAT) fourth-quarter results were “very good in terms of top-line up 23%, a 600 basis point beat.” lthough supply chain disruptions impacted margins, the dealer...

On CNBC’s “Halftime Report Final Trades,” Joseph Terranova of Virtus Investment Partners said that FactSet Research Systems Inc. (NYSE: FDS) is a small cap that has opportunity in it. Pete Najarian said he already owned Uber Technologies Inc (NYSE: UBER) and is trying to buy more...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower named Wynn Resorts, Limited (NASDAQ: WYNN) as her pick. “Post Omicron, you’re going to see a recovery in Macau,” Link said. “The Chinese concessions and regulations were much less severe...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower named Aptiv PLC (NYSE: APTV) as her pick, saying that she likes the Wind River deal. “Best growth margins and free cash flow in the business,” Link added. Jason Snipe of Odyssey Capital Advisors...

On CNBC’s “Halftime Report Final Trades,” Jim Cramer said that Nvidia Corporation (NASDAQ: NVDA) had made a presentation Wednesday that was “amazing.” He said he loved the CEO and expects Nvidia to “turn big.” Stephanie Link of Hightower said Cigna Corp (...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said Match Group Inc (NASDAQ: MTCH) had declined by 25% from its highs, although there is “record level of engagement.” “I think there is more to go. Only 25% of singles use online dating. I...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said Darden Restaurants, Inc. (NYSE: DRI) trades at 19 times earnings and gives a 3% yield. The company has a total addressable market of $195 billion and “they are taking market share,” she added....

On Monday's edition of CNBC’s “Halftime Report Final Trades,” Liz Young of BNY Mellon Investment Management cited iShares Russell 2000 Value ETF (NYSE: IWN) as her pick, even amid “great volatility.” “It has outperformed large cap value and performed in-line...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower named Bath & Body Works Inc (NYSE: BBWI) as her pick. The company is well positioned for the holiday season and 2022, she said. Bath & Body Works has “the products that people want” as well...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said that UnitedHealth Group Inc (NYSE: UNH) had reiterated guidance for 2022 during its latest analyst day. The “numbers are de-risked” for this high-quality company, she said. Link recommended to...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower cited American Express Company (NYSE: AXP) as a top pick, saying it's a “reopen name.” Leisure spend has increased above the 2019 levels and “now we’re about to get business...

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said Corteva Inc (NYSE: CTVA) is a “great agricultural company” that is well positioned for 2022, now that they have “put a ton of pricing power in place.” The company, which was spun off...

On CNBC’s “Halftime Report Final Trades,” Jason Snipe of Odyssey Capital Advisors cited Twilio Inc (NYSE: TWLO) has a top pick. The stock got crushed on earnings last week, which was due to their guidance, he said. “I really see some long-term growth here from Twilio,...

David Bahnsen is the managing director, partner and chief investment officer at Hightower. On Wednesday, he was a guest on CNBC's "Squawk Box" segment to discuss three stocks that could benefit under President-elect Donald Trump's administration. Bahnsen stated that two key themes expected under...