45 min listen
How Far can Mega Caps Fall 01/04/24
FromHalftime Report
ratings:
Length:
46 minutes
Released:
Jan 4, 2024
Format:
Podcast episode
Description
Scott Wapner and the Investment Committee debate how far mega caps can fall and which names to avoid as the sector shakes out. Plus, Mobileye plunging after posting a grim revenue outlook, Kristina Partsinevelos joins us to break it down. And later, the Committee give you their top contrarian plays for 2024
Released:
Jan 4, 2024
Format:
Podcast episode
Titles in the series (100)
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