Halftime Report

Latest Episodes:

A Critical Week for Stocks Apr 12, 2021

Show notes

Earnings season kicks off this week. Scott Wapner and the Investment Committee get you ready and debate if all the good news is already priced into stocks. JP Morgan’s head of U.S. Equity Strategy, Dubravko Lakos, weighs in on that and why he thinks selling in the momentum trade is near an end. Plus, the number one banking analyst on the street, Wells Fargo’s Mike Mayo, on which bank earnings you need to watch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Third Inning Apr 09, 2021

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Scott Wapner and the Investment Committee debate if we are in the early innings of this rally. Plus, we are joined by Morgan Creek Capital’s CEO, Mark Yusko to discuss his cautiously optimistic view of the market and how he’s positioned. And, Pete Najarian has some Unusual Activity in a travel stock and an entertainment stock, how should you play them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Case for Sticking with Stocks Apr 08, 2021

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Wharton Finance Professor Jeremy Siegel joins Scott Wapner and the Investment Committee to lay out his case about why he thinks the bull market for 2021 is on! Plus, a bullish call on one software stock that’s already up big over the past year. Apple vs. Amazon, Roku vs. Netflix, Alphabet vs. Facebook – the investment 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.

The Big Call on Tech Apr 07, 2021

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Scott Wapner and the Investment Committee debate the new big call on tech, which says tech can surge 25 to 30% from here. Plus, the Committee debate a new street high price target for JPMorgan ahead of its earnings next week. And 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 Next Move on Apple Apr 06, 2021

Show notes

The number 1 Apple Analyst on the street cuts the company’s price target from $164 to $156, Scott Wapner and the Investment Committee debate that call and what it means for the rest of the FAANG names. Plus, Jon Najarian has some Unusual Activity in a huge retail name. And, 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.

Stocks Primed for a Spring Jump? Apr 05, 2021

Show notes

The market is hitting record highs following a strong jobs report last week, Scott Wapner and the Investment Committee discuss whether your money is now primed for a Spring jump. The Committee also shares their stock moves, and Pete has some Unusual Activity in an airline and consumer stock. And 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.

New Quarter, New Highs Apr 01, 2021

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Scott Wapner and investment committee discuss the best stock ideas for your money, as the S&P 500 hits 4,000 for the first time on the first trading day of the new quarter. Plus, Corvex CIO Keith Meister on the outlook for SPACs and where he sees tech going from here. And, one of the top investors in the Life Sciences space gives us his best under-the-radar plays. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Q2 Money Moves Mar 31, 2021

Show notes

Scott Wapner and the investment committee are joined by Mad Money’s Jim Cramer to debate what’s next for the markets in the months ahead, as we wrap up the first quarter. Plus, how to trade tech, growth and the reopening stocks from here. Plus, Lululemon dropping, despite an earnings beat and bullish outlook. Is it a buy 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.

What’s Working in this Market Mar 30, 2021

Show notes

Tech, the reopening trade and small-caps all under pressure. Melissa Lee and the investment committee discuss what’s actually working in this market. Plus, the most crowded stocks underperforming this year. Should you stock with then? Plus, Pete Najarian’s 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.

S&P 500 to 4,100 Next Month? Mar 29, 2021

Show notes

The last trading week of the month and quarter setting up to be a volatile one. Melissa Lee and the investment committee debate if gains will be tougher from here. Plus, one widely watched technician making a big call on why the S&P 500 is headed much high in April. Plus, it’s being called a ‘once in a decade’ margin call. The stocks being impacted and the fallout on Wall Street. And, we’re taking your questions in AskHalf. 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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