Halftime Report

Earnings are holding up and there are signs that inflation is cooling so, should you be adding to your portfolio? The Investment Committee debates that and more. Plus, Stephanie Link is making several moves in her portfolio – what she sold and the three names she’s adding to. And, Uber posted positive cash flow for the first time ever. Hosted by Simplecast, an AdsWizz company. See https://pcm.adsw...

Stocks post their best returns of the year but is this a bear market bounce or something you bank on? The Investment Committee debates your next money move, Plus, BMO’s Brian Belski on how the S&P 500 can rally double digits between now and the end of the year. And Joe Terranova is rebalancing the Terranova Momentum ETF – nearly 40 stocks were swapped out. Hosted by Simplecast, an AdsWizz company....

Stocks are on pace for their best month since 2020. Frank Holland and the Investment Committee debate whether the market has bottomed. Plus, Tom Lee joins to explain why he thinks the Bottom is indeed in and how you should play it. And later, the tech titans delivered on their earnings, the Committee take their positions in the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adsw...

Scott Wapner and the Investment Committee debate what the Fed’s decision on rates means for your money in the months ahead. Plus, Quadratic Capital’s Nancy Davis joins us with her strategy for a rising rate environment. And later, a Call of the Day on Best Buy, the Committee take their positions on the name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information abou...

Scott Wapner and the Investment Committee discuss the biggest day of the week for your money with the Fed decision looming and Meta’s mega earnings report dropping at market close. The Committee get you set for both market movers. Plus, Boeing Earnings also happening today, Phil Lebeau joins us to break it down. And later, Lululemon getting a big call at Jefferies, saying to sell shares now before...

Scott Wapner and the Investment Committee countdown to big tech earnings today. Microsoft and Alphabet reporting and your money hangs in the balance. Plus, retail getting whacked as Walmart lowers profit outlook, the Committee take their positions. And later, Paramount gets a double downgrade, Jim Lebenthal owns the name, he explains why he’s hanging on. Hosted by Simplecast, an AdsWizz company. S...

Scott Wapner and the Investment Committee discuss the most important week of the summer. From Mega Cap Tech Earnings to the Critical Fed Meeting, the market hangs in the balance over the next several days. Plus, the semi rally head fake, Barclays is bearish on the sector and says a correction is starting, the Committee weighs in. And later, the future of the energy trade. Joe Terranova is adding t...

Scott Wapner and the Investment Committee discuss their playbook ahead of the most critical week for stocks as mega cap earnings and another Fed meeting loom large. Plus, Courtney Garcia of Payne Capital explains why she thinks a .75% rate hike is in the cards. And later, a cut on Paramount and other media names, the Committee take their positions. Hosted by Simplecast, an AdsWizz company. See htt...

Scott Wapner and the Investment Committee debate the surging NASDAQ and whether tech is a buy ahead of earnings. Plus, Morgan Stanley raises guidance on REITs, the Committee weigh in on the sector. And later, some Calls of the Day in the chip sector, what names are worth a look? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of pe...

The major averages trading above a key technical level since April. Scott Wapner and the Investment Committee debate if new momentum is building for the bulls, or whether investors should sell into this recent rally. Plus, Tesla reporting after the bell, the Committee take their positions on the controversial name. And, dividend stocks have outperformed the broader market and a number of names rep...

Market bearishness reaching peak levels. Scott Wapner and the Investment Committee debate whether the negative sentiment is actually a contrarian bullish sign for stocks. Plus, Josh Brown weighs in on Netflix ahead of earnings after the bell – find out what he’s watching. And later, Industrials one of the best sectors today, the Committee take their positions. Hosted by Simplecast, an AdsWizz comp...

Stocks rallying again. The S&P going a full month without making a fresh bear-market low. Scott Wapner and the Investment Committee debate if stocks have found traction and what’s been priced into earnings and the Fed. Plus, more earnings from the big Banks. The Committee take their positions on the financials from here. Also, a bullish call on one airline stocks. And, the Committee reveal their l...

Scott Wapner and the Investment Committee discuss today’s bounce in stocks after retail sales beat expectations. Is this move sustainable? Plus, it looks like Healthcare is everyone’s new favorite sector, the Committee weighs in. And later, Netflix gets a price cut ahead of earnings, it’s our Call of the Day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information abo...

Scott Wapner and the Investment Committee debate the Bank of America Bombshell that sent stocks lower today. The bank’s star strategist cut her target for stocks to the lowest level on the street, what does it mean for the market from here. Plus, bank earnings miss, the Committee take their position on financials. And later, the auto industry is cutting estimates on recession fears, how do you pla...

Inflation surging higher again and surprising the markets. Scott Wapner and the Investment Committee discuss if this is the last hot report we’ll see. Professor Jeremy Siegel of the Wharton School also weighs in on what the Fed should do next and what it would means for stocks. Plus, mixed 2nd quarter earnings for banks, the Committee take their positions on the sector. And, Stephanie Link calls i...

Scott Wapner and the Investment Committee debate whether the environment is improving or deteriorating for stocks. Mike Wilson of Morgan Stanley joins us to explain why the bears have some unfinished business with the market. Plus, Josh has been making some big moves, he takes you through them all. And later, Tech and Semis price targets getting cut, the Committee weigh in on the calls. Hosted by...

Big banks kick off earnings this week and key inflation data on deck. Scott Wapner and the Investment Committee debate what’s at stake for the markets and how to position your portfolio ahead of it all. Plus, Brian Belski of BMO Capital joins us to explain why he is overweight financials. And later, a big downgrade to Lululemon, the Committee take their positions. Hosted by Simplecast, an AdsWizz...

Stocks aiming for a winning week, with a number of mega-cap names up between 5% and 9% this week. Should you buy the bounce? Plus, Fundstrat’s Tom Lee joins us to give his outlook on the markets and explains why he has a supportive outlook for the second half. And, Kevin O’Leary reveals his new buys. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our co...

Stocks trying for a 4th straight day of gains for the first time since March. Scott Wapner and the Investment Committee debate if investors are coming around to the Fed and bigger rate hikes ahead. Plus, earnings season is around the corner. Are estimates still too high? Also, the big banks getting price cuts ahead of their earnings. And later, Jon Najarian reveals 3 trades showing unusual options...

David Faber and the Investment Committee discuss how to position your portfolio ahead of the Fed minutes. Are 75-basis point hikes on the horizon? Plus, big banks reporting next week and Steve Weiss is shorting the XLF, he explains why. And later, Industrials are down almost 20% this year, the Committee take their positions on the sector. Plus, one member of the committee trimming a mega-cap tech...

Stocks plunging as recession fears rise. Frank Holland and the Investment Committee debate what’s priced in this market and how can you protect your portfolio in the second half. Plus, Josh Brown is making two moves in this market. Also, what the rally in high-valuation growth stocks in today’s down day may be signaling. And later, Jon Najarian shares some Unusual Activity in 2 names. Hosted by Si...

Markets coming off their worst first half in 50 years. Brian Sullivan and the Investing Committee debate if you should stick with stocks in the second half of the year and where to invest you money now. Plus, the big banks getting a price cut, are they still investable? Also, is the hottest trade of the year starting to cool? And later, Pete Najarian shares some Unusual Activity he’s seeing in thr...

Stocks plunge as we close out the first half of the year. Frank Holland and the Investment Committee discuss the best way to position your portfolio for the second half. Plus, we’ve got results from the Delivering Alpha Stock Survey, the Committee dive into the numbers. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names Hosted by Simplecast, an AdsWizz company. See htt...

With the S&P 500 on track for its worst first half return since 1970, Melissa Lee and the Investment Committee debate the best strategy for your second half playbook. How do you position your portfolio to handle the Fed’s tightening policy? And later, Pete Najarian shares the Unusual Activity he’s seeing in two names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for inform...

Inflation, Rates, and Recession Fears. Melissa Lee and the Investment Committee debate how much is priced into the market as we head into the final stretch of the quarter. Plus, Boeing a big winner today after a bullish call on the stock. The committee takes their position on the stock. Plus, Housing stocks making a big comeback lately. Should you get in? Hosted by Simplecast, an AdsWizz company....