Halftime Report

Latest Episodes:

The State of the Rally 1/27/23 Jan 27, 2023

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Scott Wapner and the investment committee debate the road ahead for stocks, as another critical week looms large. Plus, trades on the day’s big earnings movers, and our experts grade your trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks and the Resilient Economy 1/26/23 Jan 26, 2023

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Scott Wapner and the Investment Committee debate the road ahead for stocks, on the back of surprisingly strong economic data. Plus, Chevron announcing a dividend hike and a massive stock buyback. Is this a bullish sign for energy stocks? And later, a Call of the Day on Las Vegas Sands. What’s next for this stock and other casino names. Also, we grade your latest trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft Slows: Fallout for Tech 1/25/23 Jan 25, 2023

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Microsoft reporting weaker guidance, Scott Wapner and the Investment Committee debate what that could mean for tech and cloud stocks. Plus, Tesla earnings on deck. How the committee is viewing this stock. Plus, this stock is surging on its earnings beat, now up 30% since its last report. It also pays a nice dividend, too! And later, we grade your latest trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Trade Ahead of Microsoft 1/24/23 Jan 24, 2023

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Microsoft kicks off earnings for mega-cap tech. Scott Wapner and the Investment Committee debate what’s at stake for tech and for stocks overall. Plus, Steve Weiss has a new buy in the cyber space. Also, defense stocks driving higher. The Committee weighs in on the best names in the sector. And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Positioning for the Big Week 1/23/23 Jan 23, 2023

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Scott Wapner and the Investment Committee debate how to position as we head into a big week of earnings and economic data. Plus, our Chart of the Day on Salesforce, Kari Firestone and Jim Lebenthal call in to discuss the activists piling into the company. And later, some Calls of the Day on big chip names like AMD and Qualcomm, the Investment 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.

Is the Rally Losing Steam? 1/20/23 Jan 20, 2023

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The Dow and S&P coming off their longest losing streak in a month, Frank Holland and the Investment Committee debate whether the market is losing steam headed into a big week of earnings. Netflix surging on strong subscriber numbers, but is the stock ahead of itself? And later, we grade your latest trades! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bull Market or Bear Bounce? 1/19/23 Jan 19, 2023

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Scott Wapner and the Investment Committee debate whether we’re in a bear market bounce or entering a new bull market. Netflix is the first of the FANG names to report earnings today after the bell. What’s at stake and what do investors need to watch. Plus, a rare double downgrade for one financial stock. And, our Chart of the Day on one growth stock that’s up double-digits 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.

Chances of Soft-Landing Increasing? 1/18/23 Jan 18, 2023

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With stocks about 15% off their October lows, Scott Wapner and the Investment Committee debate if the chances of a soft-landing are growing and what that would mean for stocks from here. Also, energy stocks continue their gains but a major name getting a big downgrade. Is it time to sell out of some of these stocks? Plus, 4 stocks that have reclaimed their long-term bullish trend. 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 Less Bearish? 1/17/23 Jan 17, 2023

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The S&P +4% so far this year, Nasdaq +6%. Scott Wapner and the Investment Committee debate whether it’s time to get less bearish following a strong start to the year. Plus, a tale of two investment banks – Goldman plunges on earnings, but Morgan Stanley rallies. How to play these two stocks from here. And later, we grade your most recent trades. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Risk/Reward for Stocks 1/13/23 Jan 13, 2023

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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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