Get Bullish? Or Stay Cautious?

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Get Bullish? Or Stay Cautious?

FromHalftime Report

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Length:

44 minutes

Released:

Mar 11, 2022

Format:

Podcast episode

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Scott Wapner and the Investment Committee debate if it’s time to start buying now as one Committee member begins putting money to work in this market. Plus, energy soaring more than 35% this year. Is the trade topping out? Or is there more room to run? And, Jon Najarian reveals his latest trades in Unusual Activity

Released:

Mar 11, 2022

Format:

Podcast episode

Titles in the series (100)

Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.

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The Rally’s Red Flags: Scott Wapner and the Investment Committee debate whether the risks for your money are mounting or overblown. Stocks are not far from recent record highs, so the Committee goes hunting for the rally’s red flags. Plus, we cover some Calls of the Day on multiple big oil stocks, how should you trade them? And later, we get to your questions in Ask Halftime by Halftime Report
45 min listen
The Biggest Correction of the Year?: Scott Wapner and the Investment Committee are joined by Mad Money’s Jim Cramer to discuss whether the biggest correction of the year is coming. Which stocks are the most vulnerable and how should you protect your portfolio? Plus, we check out some Calls of the Day on Netflix and Disney, are they a buy here? And, Nvidia and Cisco Systems report earnings after the bell. Cramer and committee take their positions. by Halftime Report
44 min listen
Taper Talk: how to play it: Tyler Mathisen and the Investment Committee discuss the flood of headlines from Fed officials ahead of Jerome Powell’s big speech tomorrow, how will the market react and what should you do to prepare? Plus, the Committee share their latest moves. And later, retail investors are joining Cathie Wood and jumping back into China, the Committee debates if that’s the right move. by Halftime Report
44 min listen
Is the Market on the Cusp of a Correction?: Scott Wapner and the Investment Committee debate whether the market is on the cusp of a correction as another read on the American consumer badly misses expectations. Jonathan Krinsky joins us to discuss his latest note with a bold warning, “Don’t buy the dip.” And later, we discuss some new highs in healthcare and casinos. by Halftime Report
47 min listen
Apple’s Big Event: What’s Riding on it: Scott Wapner and the Investment Committee debate Apple’s big event today, and whether a sell the news reaction could be catalyst for a broader correction. Jim Cramer and Wharton Professor Jeremy Seigel join us to weigh in on that, inflation and the rolling correction that taking place in this market. And later, NFL Linebacker Brandon Copeland, who just signed with the Atlanta Falcons, is with us to discuss his new Netflix style education platform for high school students, called Emile. by Halftime Report
47 min listen
What will get the record rally running again?: Retail Sales beat, but stocks still drop, Frank Holland and the Investment Committee debate what this means for the broader market and where you should put your money now. Plus, Casinos getting downgraded in our Call of the Day, we discuss how to trade it. And later, China’s crackdown on video games could mean its game over for some high flying names. by Halftime Report
44 min listen
The State of Stocks and your Next Move: As stocks march to new all-time highs, Frank Holland and the Investment Committee discuss the next moves you should be making with your money. Plus, Apple and Microsoft are sitting out of this rally, what’s that mean for the broader market? And later, we cover the Calls of the Day on some consumer names. by Halftime Report
45 min listen
Risks to the Record Rally: The S&P on track to post more record closing highs in August than any other month this year. Brian Sullivan and the Investment Committee debate where there may be risk and where to put your money to work from here. Plus, Zoom shares having their second worst day ever, despite posting its first billion dollar revenue quarter. Should you buy on the drop? And, what does it mean for the stay-at-home trade? And later, cyber-security stocks having a good month as CrowdStrike gets ready to report after the bell. The committee take their positions. by Halftime Report
44 min listen
Tale of Two Mega-Cap Techs: Microsoft hitting all-time highs, but Amazon trading at two-month lows. Scott Wapner and the investment committee debate which mega-cap name means more to this market right now. Plus, Josh Brown just added a new stock to his portfolio. He joins the committee to reveal the names and explain why he bought it. And later, Pete Najarian gives us his latest trades in Unusual Activity. by Halftime Report
45 min listen
Taper Coming: Your Next Money Move: Fed Chair Powell signaling policy makers may start to pull back on stimulus this year but rate hikes are not imminent. Brian Sullivan, in for Scott Wapner, and the investment committee debate what that means for the markets and your portfolio from here. Plus, should you stick with the tech trade with tapering on the horizon? Plus, two major sectors of the reopening soaring this week, but both still well off their highs. Is it time to buy? And, Pete Najarian reveals his newest trades in Unusual Activity. by Halftime Report
45 min listen
Delta, Disney, and your Dollars: Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade. And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. And, Pete Najarian has his latest trades in Unusual Activity. by Halftime Report
45 min listen
Where the Money is Flowing: A wild week on Wall Street. Scott Wapner and the Investment Committee debate what the stunning comeback for stocks means for the remainder of the year. Is a year-end rally on the cards? Plus, the committee is making a ton of moves in this market. We’ll reveal their latest buys. And, former Evergrande bond holder Marc Lasry of Avenue Capital joins us to discuss what he’s hearing, if there will be a default and contagion fears. by Halftime Report
45 min listen
Market Milestone: Nasdaq 15K: Frank Holland and the Investment Committee discuss the NASDAQ hitting a new all-time high and what that means for your money in tech. Should you stay invested or look for the exit? Plus, Morgan Stanley out with a list of stocks to buy and hold over the next year, the committee weighs in. And later, Jon Najarian sees some Unusual Activity in some travel and healthcare names. by Halftime Report
45 min listen
Are Stocks Broken or Buyable?: Scott Wapner and the Investment Committee discuss the state of stocks. Are they broken or buyable, and is the correction closer as interest rates move higher? Plus, one of the most successful commodity traders, Mark Fisher, joins us to explain why he thinks energy prices are going much higher from here. And later, we hit some Calls of the Day on a commodity and an industrial stock. by Halftime Report
45 min listen
Breakdown or Bounce? What’s next for Stocks: The S&P is coming off its worst week since June, Scott Wapner and the Investment Committee debate if stocks are setting up for a bounce, or is more pain to come? Plus, we cover the Call of the Day on commodities, Goldman Sachs saying in a note that the sector is under-invested. And later, Leslie Picker joins us to discuss her exclusive interview with Apollo’s new CEO, Mark Rowan, on his vision for the company and its future. by Halftime Report
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Fleeing the Financials: New data showing the 2nd biggest outflow from financials since the pandemic began. Scott Wapner and the Investment Committee debate if the bull run in banks is done. Plus, a major legal setback for Apple. What it means for the stock and investors. And, the Committee reflects on the 20-year anniversary of the 9/11 attacks. by Halftime Report
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Worry vs. Momentum: Scott Wapner and the investment committee debate whether the strong year for stocks will be enough to overcome rising risks to the record rally. Plus, airlines cutting their outlook. Is the reopening trade in trouble? And, Hall of fame sport broadcaster, Al Michaels, joins the investment committee to discuss the kick-off to the NFL season. by Halftime Report
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Record Highs & Fed in Focus: Frank Holland, filling in for Scott Wapner today, is joined by the Investment Committee to discuss one of the most important weeks of the year. Jerome Powell and the Fed are getting ready to speak about the state of the economy and Fed policy. The Committee shares their moves ahead of the news and talk about how you should position your portfolio for the months ahead. Plus, the investment committee making a lot of moves – they reveal their latest buys and sell. by Halftime Report
45 min listen
The New Best Performing Sector: Stocks hitting record highs again and one under-the-radar sector is on a record run. Brian Sullivan and the investment committee discuss if you can still get in on the action in real estate stocks and REITS. Plus, after a strong August, Financials are now the worst performing sector this week. Is the big-bank run done? And, Pete Najarian has his latest trades in Unusual Activity by Halftime Report
45 min listen
Keep Riding the Record Rally?: Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall? Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the energy sector. And later, the airlines trade. New fears about demand as we head into Fall. by Halftime Report
45 min listen
The Tech Takedown and How to Trade it: Tech taken down by rising rates. Scott Wapner and the Investment Committee discuss how to navigate today’s big drop. Fundstrat’s Tom Lee joins us to weigh in and defend his bullish thesis for the market. Plus, all the moves the investment committee is making right now – their latest buys and sells. And later, Pete Najarian shares some Unusual Activity in two names. by Halftime Report
47 min listen
Impact of Fed Taper on Stocks: Growing support for a faster taper from the Fed. Scott Wapner and the Investment Committee debate what that would mean for stocks – rally on? Or, is a correction more likely? Wharton School’s Jeremy Siegel tells us where he sees stocks and inflation going from here. Plus, the investment committee making a ton of moves in this markets. And, it’s a big week for retail earnings. How to play it ahead of the results. by Halftime Report
45 min listen
Risks to the Record Rally: Scott Wapner is back with the Investment Committee to debate if this is as good as it gets for stocks and where to invest your money from here. Should you keeping betting on big-tech? Or, the cyclical trade? Adam Parker of Trivariate research weighs in with his thoughts. Plus, a stock that’s up more than 40% in the past 3-months just got its price target raised to a new street high. The committee debate it in Call of the Day. And, the trade ahead of Gamestop and Lululemon’s earnings after the bell. by Halftime Report
45 min listen
4 Reasons to Stick with Stocks: Scott Wapner and the investment committee debate four big calls on the street, making the case for the record rally to continue. Also, some stunning numbers on where money is flowing in this market. Plus, one year ago today, Jenny Harrington made a bet with Josh Brown that one of the stocks in her portfolio would outperform one particular name in Josh Brown's portfolio. Josh joins the committee - how that bet played out and where these two stocks go from here. Plus, Jon Najarian’s latest trades in unusual activity by Halftime Report
44 min listen
Rally on? Or, as good as it gets?: The S&P posting seven straight months of gains and the Nasdaq is hitting new record highs. Brian Sullivan and the investment committee debate if investors should keep riding the rally. Or, if this is as good as it gets for stocks into the year-end. Also, one of our committee members making a new buy in one of the FANG names. Plus, Mr. Wonderful, Kevin O’Leary, calls in to the show to unveil his new stock buy. by Halftime Report
44 min listen
Breakout or Breakdown: What’s Next?: Breakdown? Or breakout? Scott Wapner and the Investment Committee debate what will be the next catalyst for this market. Plus, JPMorgans’s Dubravko Lakos joins the committee to lay out his bullish case for stock. He just raised his year-end target for the S&P 500 to 4,700. Plus, casino stocks getting whacked lately, but one of the committee members is buying. Find out which stock and why. by Halftime Report
44 min listen
Bad Economic Data = Good News for Stocks?: The latest employment report misses big, Brian Sullivan and the Investment Committee debate whether that’s good, or bad for stocks. Should you keep riding the rally, or is it time to take a pause? And, the Fintech wars are heating up, the Committee discusses how you should play it. Plus, Wall Street is bullish on semis, are they right? And later, Biotech is breaking out, we discuss which names are worth a look. by Halftime Report
45 min listen
Stocks Bounce Back: Will it Hold?: Scott Wapner and the Investment Committee discuss the bounce back in stocks and whether it’s time to start buying again. Plus, Jon Najarian is seeing a major bearish signal in one of the FANG names. What it may mean for the stock from here. Plus, Commodities have been getting hammered. Why one member of the committee is buying right now. And, Disney’s CEO says subscriber growth for its streaming service slowed, but the street coming to his defense with some positive notes. Is the recent sell-off in the stock overblown? by Halftime Report
45 min listen
Buy the Bounce Back?: After a sharp decline yesterday, the market is bouncing back today. Scott Wapner and the Investment Committee debate whether it’s time to buy on the way back up. Plus, the Facebook whistleblower is testifying today on Capitol Hill. Where the stocks goes from here. Plus, this stock has doubled this year and a new call says it can go up another 30% form here. We’ll reveal the name in Call of the Day. by Halftime Report
45 min listen
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The Great Margin Squeeze 06/07/22: Scott Wapner and the Investment Committee discuss Target’s big warnings and what it means for retail, consumer and corporate earnings. Plus, Wall St. not giving up on the hottest trade this year. How much more room is there to run? Also, have recession risks been fully priced into banks stocks? And later, Jon Najarian shares some Unusual Activity he’s seeing in three names. by Halftime Report
45 min listen
Trust the Rebound?: Stocks marching higher. The major averages now up for the week. Scott Wapner and the Investment Committee debate if you should trust the rebound. Plus, Prof. Jeremy Siegel weighs in on the latest red-hot inflation data and tell us where he sees stocks headed from here. Also, financials getting ready to report earnings later this week and one big banks stocks getting two bullish calls ahead of it. And later, Jon Najarian reveals his latest trades in Unusual Activity. by Halftime Report
45 min listen
The Big Divide in Tech: High valuation growth stocks getting weaker, but FANG+ stocks getting stronger. Scott Wapner and the Investment Committee debate what this means for the record rally and if it’s healthy sign. Manscaped going public via SPAC. The CEO joins us. Plus, Pete Najarian tells us about some unusual options activity he’s seeing in Micron and Starbucks. And later, we hit the retail sector as Best Buy plunges, the Committee shares their moves. by Halftime Report
45 min listen
Searching for a Bottom 5/10/22: Scott Wapner and the Investment Committee search for a bottom in the market following multiple days of selling. Plus, Cathie Wood taking a stake in GM. The committee debates the move. SoFi tanking on the back of its earnings. How to play the Fintech trades from here. And later, Jon Najarian shares some Unusual Activity in three names. by Halftime Report
50 min listen
Apple Close to $3 Trillion & Fed In Focus: Apple hitting record highs again and the Fed gets ready to meet this week. Scott Wapner and the investment committee debate how to position your money headed into a crucial week. Plus, bullish calls on two chip stocks. Should you buy them now? Plus, Joe Terranova reveals his new buys and sells. And, Jon Najarian is seeing unusual activity in two stocks that are falling today. by Halftime Report
45 min listen
Buy Rivian and sell Tesla?: Rivian making its public debut in one of the biggest IPOs of the year. Scott Wapner and the Investment Committee debate if you should buy the stock, and whether you should sell out of Tesla. Also, Disney getting ready to report earnings after the bell. The committee gets you ready ahead of the results. And, Pete Najarian has his latest trades in unusual activity by Halftime Report
49 min listen
Mega Cap’s Mega Comeback 8/4/22: Scott Wapner and the Investment Committee discuss the huge comeback from Mega Cap stocks and whether it can keep going. Plus, BTIG’s Jonathan Krinsky joins us to discuss Apple’s relative strength vs the S&P. The Committee weigh in. And later, Paramount beats earnings, Jim Lebenthal is a believer in the stock, the Committee debate what to do from here. by Halftime Report
45 min listen
The Moment of Truth for the NASDAQ 4/19/23: Scott Wapner and the Investment Committee debate what’s at stake for the NASDAQ as the biggest market cap companies begin to release earnings. Plus, we’ve got a Chart of the Day on Morgan Stanley, it’s the final big bank to report earnings. The Committee discuss what to do with the name and the sector. And later, a Call of the Day on Paypal, getting a price target cut, the stock is down 28% in a year, the Committee take their positions on $PYPL Investment Committee Disclosures by Halftime Report
46 min listen
Your Volatility Strategy: From triple-digit losses to triple-digit gains. Scott Wapner and the Investment Committee debate the best way to navigate the volatility in this market and where opportunities are opening up, especially in the tech sector. Plus, the moves the committee are making right now. And later, Jon Najarian shares some Unusual Activity he’s seeing in two tech names. by Halftime Report
45 min listen
The Great Stock Shock 6/13/22: Scott Wapner and the Investment Committee debate the great stock shock as markets sink to new lows for the year. How much more pain is ahead? Plus, Jonathan Krinsky joins us to explain why he thinks the risk is still to the downside for the market. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names. by Halftime Report
55 min listen
The Road Ahead for the Rally 2/13/24: Scott Wapner and the Investment Committee debate the CPI Selloff as stocks fall sharply after the latest read on inflation comes in hotter than expected. Plus, the Committee is making some major moves in their portfolios, we reveal them all. And later, JetBlue is soaring today, it’s our Chart of the Day. Jenny Harrington calls in to discuss what she’s doing with the stock now. Investment Committee Disclosures by Halftime Report
44 min listen
Big Problem for Mega-Cap Tech? 9/29/22: Stocks sinking after rallying yesterday. Scott Wapner and the Investment Committee debate the big drop in big tech stocks. Plus, the committee is making a lot of moves in this volatile market. We reveal and debate their latest buys and sells. And, why one of the oldest investing strategies in the book may be starting to look good again. by Halftime Report
45 min listen
State of Stocks after the Big Rebound: Scott Wapner and the investment committee debate what’s next for stocks as the S&P 500 knocks on the door of new highs. Apple continues to hit new highs should you buy at these levels? Plus, it’s a big-bank stocks that’s up more than 40% this year, and it’s just been named a top pick for 2022. The committee debates it. And later, Jon Najarian reveals his latest trades in Unusual Activity. by Halftime Report
45 min listen
Mild Correction or Something Bigger? 8/16/23: Scott Wapner and the Investment Committee debate whether we’re going through a mild correction or is something bigger happening in the market. Plus, a Chart of the Day on Target, ticking higher after earnings. And later, a Call of the Day on Chevron, getting an upgrade from Mizuho. Investment Committee Disclosures by Halftime Report
46 min listen
The New Quarter: Rally or Reversal 4/1/22: As the market starts a new quarter, Scott Wapner and the Investment Committee debate whether stocks continue to rally or are we seeing the start of a reversal. Plus, Large Cap banks are being downgraded, the Committee take their positions. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names. by Halftime Report
45 min listen

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Get Bullish? Or Stay Cautious?

Get Bullish? Or Stay Cautious?

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