Ritholtz Wealth Management

On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said that General Electric Company’s (NYSE: GE) stock has been under pressure, while the quarter “was pretty good.” The reason to own the stock is aviation, Link mentioned, adding that the...

On CNBC’s “Halftime Report Final Trades,” Shannon Saccocia of Boston Private said Oracle Corporation (NYSE: ORCL) is “expanding its business for small and medium size enterprises.” An important and growing aspect from the margins and earnings prospective is cloud,...

On CNBC’s “Halftime Report Final Trades,” Joshua Brown of Ritholtz Wealth Management said Domino's Pizza Inc’s (NYSE: DPZ) stock could add 100 points “if we start worrying about anything to do with COVID once again.” “I think the stock’s way too...

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,” Stephanie Link of Hightower Advisors said that GXO Logistics Inc’s (NYSE: GXO) stock has declined by 58% year to date and trades at 14 times earnings. “They have a great sales pipeline of about $2.3 billion,” Link...

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,” Stephanie Link of Hightower said UnitedHealth Group Inc. (NYSE: UNH) is the “number one player in managed care.” “We’re gonna see a lot of synergies, double-digit organic growth as well and the stock is down 7% from...

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,” Stephanie Link of Hightower said Morgan Stanley (NYSE: MS) has a “3.5% dividend yield and trades 13 times.” “They’re actually gaining share in trading,” Link mentioned. At a conference last week, the company...

NVIDIA Corporation (NASDAQ: NVDA) just announced a new line of graphics chips, but Ritholtz Wealth Management's Josh Brown says new product lines won't be enough to pull the stock out of its recent slump. "The new gaming chip is great, but this stock has been locked in a...

On CNBC’s “Halftime Report Final Trades,” Jenny Harrington of Gilman Hill Asset Management said she had bought shares of Ardagh Metal Packaging SA (NYSE: AMBP) a few months back. “Right now, it’s got a 7% dividend yield and it’s trading down from where I bought...

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,” 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,” 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...