Halftime Report

Latest Episodes:

Mega Cap’s Mega Comeback 8/4/22 Aug 04, 2022

Show notes

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can the Rally Continue? 8/3/22 Aug 03, 2022

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Scott Wapner and the Investment Committee debate if stocks can keep surging if the Fed keeps hiking rates. Plus, the Committee's latest portfolio moves. And, the stocks you need to watch ahead of earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should You Add to Stocks? 8/2/22 Aug 02, 2022

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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.adswizz.com for information about our collection and use of personal data for advertising.

Bear Bounce or Something More? 8/1/22 Aug 01, 2022

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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. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Has the Market Bottomed? 7/29/22 Jul 29, 2022

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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.adswizz.com for information about our collection and use of personal data for advertising.

The Rally and the Aftermath 7/28/22 Jul 28, 2022

Show notes

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 about our collection and use of personal data for advertising.

Positioning Ahead of the Fed 7/27/22 Jul 27, 2022

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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 it’s too late, the Committee weigh in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tech Earnings on Deck 7/26/22 Jul 26, 2022

Show notes

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. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Most Crucial Week of Summer 7/25/22 Jul 25, 2022

Show notes

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 to his exposure with two new buys. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Critical Week Ahead for Stocks 7/22/22 Jul 22, 2022

Show notes

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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