Halftime Report

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Tech Rises and Rates Fall: How to Play it Jul 07, 2021

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Rates keep dropping and tech continues to hit record highs. Scott Wapner and the Investment Committee debate how long that winning trade is likely to last for your money. Plus, China cracking down on multiple companies in their country, impacting the entire sector. The committee weighs in on how to trade it. And later, Jon Najarian shares some Unusual Activity he sees in a travel and tech stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks Drop as Mega-Cap Names Hit Record Highs Jul 06, 2021

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As Amazon, Microsoft, Facebook and Google all reach new milestones today, Scott Wapner and the Investment Committee debate whether those stocks are key to a summer rally. Is it too late to buy them, or do you still have time to get in? BMO chief Investment Strategist, Brian Belski, also joins us to share his bull case for stocks and why slow and steady will win the race. Plus, China stocks getting whacked on fears about a crackdown. Should you buy on the drop? Or, stay away? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Back in Tech Jul 02, 2021

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Stocks hitting new highs and money flowing back to tech again. Are higher highs ahead? Brian Sullivan and the Investment Committee debate the best names in tech right now and the red-hot semis. Plus, the Committee share their latest moves ahead of a long weekend. And, a double upgrade on one under-the-radar bank stock that’s up about 30% this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Second Half Plays Jul 01, 2021

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The first half of the year is now behind us, stocks have had their best first half since 1998. Tyler Mathisen and the Investment Committee debate whether you should keep riding the rally as all major averages are up double digits. Plus, the Committee give you their second half playbook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will Stocks Rally in the Second Half? Jun 30, 2021

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Tyler Mathisen and the Investment Committee debate what they think is in store for the second half of the trading year, will stocks keep rallying or is a correction ahead? The Committee share their latest moves and their picks for the second half. Plus, Chinese ride-hailing Company DiDi going public, should you get in the action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Time to Get in to Industrials? Jun 29, 2021

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Brian Sullivan and the Investment Committee discuss one of the best performing sectors in the last year, Industrials. We have four bullish calls on some of the biggest names in the space. Plus, we get to 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.

Your Second Half PlaybookYour Second Half Playbook Jun 28, 2021

Show notes

Tyler Mathisen fills in for Scott Wapner today as we get ready to close the books on the first half of the trading year. The Investment Committee share their second half plays as markets hit record highs. And later, we get to 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.

The Race to Rebuild America’s Infrastructure Jun 25, 2021

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The White House reached an infrastructure deal to improve the nation’s roads, bridges and broadband - that historic deal is helping lift the market to new highs. The investment committee reveal their best ideas for investing in this theme. Plus, Nike’s blowout earnings report. Shares soar to a new record high. And a bullish call on Netflix. One Wall Street analyst forecasts double digit returns despite its underperformance in 2021. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Next Catalyst for Stocks Jun 24, 2021

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Bank stress test results are on deck and the focus will be on how much capital they return to shareholders. Frank Holland and the investment committee discuss the record amount of cash that companies could spend on buybacks and dividends. Plus, the homebuilders are under pressure following KB Home’s quarterly results. And a look ahead of FedEx’s earnings and what you need to know

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

The New Momentum in Tech Jun 23, 2021

Show notes

As Microsoft tops a two trillion market cap for the first time, Scott Wapner and the Investment Committee debate whether big tech is once again the best bet for your money. Plus, Marc Lasry joins us to discuss where he sees the market going from here, and how you should play it. And later, Jon shares some Unusual Activity he sees in some travel names. 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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