Halftime Report

Latest Episodes:

Will 2022 Be a Boon or Bust for Stocks Dec 30, 2021

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Scott Wapner and the Investment Committee discuss the surge in stocks, with the S&P on its second best record run ever. Does this make the Committee more or less bullish about 2022? Plus, we continue checking in on our Committee’s second half picks. Are they sticking with their picks from 6 months ago, or is it time to move on to other names? And later, we answer some of your questions in Ask Halftime! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can Stocks Keep Powering Ahead? Dec 29, 2021

Show notes

Scott Wapner and the Investment Committee dive in to CNBC’s new survey about how long the record run can last. What stocks will continue to run higher, and which ones should you get out of. Plus, we discuss the future of EVs and which companies will benefit from the growth in the space. And later, Energy is a top pick for multiple analysts for 2022, the Committee weighs in on their favorite names 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.

How Much Fuel is Left in the Rally? Dec 28, 2021

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Scott Wapner and the Investment Committee debate how much fuel is left in this year-end rally. Big Cap Tech is surging this week, the Committee share their buys. Plus, we continue checking on the Committee’s 2nd half playbook picks, what are they doing with the stocks from here. And later, Jon Najarian shares some Unusual Activity in two names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Year-End Rally is in Full Swing Dec 27, 2021

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Scott Wapner and the Investment Committee debate how far the year-end rally can take us, as the S&P 500 has already hit a new Intraday high. Fundstrat’s Tom Lee joins us to reiterate his 4800 target for the S&P, and what he sees in the cards for 2022. Plus, we check in on the Committee’s second half picks to see how they’ve done in the past 6 months, and what to do with these stocks from here. And later, Pete Najarian shares some Unusual Activity he’s seeing in two tech names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The March to New Highs Continues Dec 23, 2021

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Frank Holland and the Investment Committee discuss the continued march to new highs, as stocks are up for the third straight day. Can the move higher hold, and how should you play it? Plus, Nikola soars after delivering its first truck, is the stock worth another look? And later, Jon Najarian shares some Unusual Activity in multiple names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Relief Rally Holds For Now Dec 22, 2021

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Frank Holland the Investment Committee debate whether the Relief Rally can hold as we head into the second day of gains in the market. The Committee discuss the best moves you can make right now. Plus, an upgrade in the Housing Sector has the Committee picking their favorite names. And later, birthday boy Pete Najarian shares some Unusual Activity in some tech and consumer names. 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 Trust the Rebound? Dec 21, 2021

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Following yesterday’s sharp drop, stocks are up today. Melissa Lee and the Investment Committee debate whether you should trust the rebound and where the best place is for your money in the remaining few weeks of the year. Plus, we have some Calls of the Day on nVidia and the semis sector, which name is the best of the group. And later, we evaluate some of the streets’ top 2022 picks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Protecting Your Portfolio Dec 20, 2021

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Stocks tanks as Omicron takes a grip on global markets. Melissa Lee and the investment committee debate if the Santa Claus rally is in jeopardy and whether investors should be buying on this big drop. Tech, Energy and Financials all down big. The names you need to watch from here. Plus, a big call on Tesla and Lucid. Are investors overestimating growth in the EV space? And later, Jon Najarian reveal his latest trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Navigating the Unsettled Market Dec 17, 2021

Show notes

Scott Wapner and the Investment Committee debate how much selling is left in the market, and if a “Santa Claus” rally is still in the cards. Plus, is the market starting to price in a Fed rate hike in March? And later, Pete shares some Unusual Activity in an energy and e-commerce name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed Speaks & the Market Rallies Dec 16, 2021

Show notes

Scott Wapner and the Investment Committee are joined today by Fundstrat’s Tom Lee to discuss what’s next for stocks after the Fed doubles down on taper. Plus, Altimeter Capital’s Brad Gerstner weighs in on the recent drop in high-valuations stocks and where they go from here. And later, Jon Najarian shares some Unusual Activity he’s seeing in Rivian ahead of earnings after the bell. 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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