Halftime Report

As all three indices flirt with record highs again today, Scott Wapner and the Investment Committee debate whether the Growth trade is back. Plus, the Committee share their latest big money moves and get you set up for all the big earnings next week. And, Jon Najarian has some Unusual Activity in a consumer and an energy name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the best retail stocks to own in the reopening on the back of surging retail sales data. Plus, the Dow crossing 34,000 for the first time. The Dow stocks that have lead the way and how to play them now. Plus, a bullish call on one red-hot stock that’s up more than 200% in the past year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Coinbase sets to go public and the big banks report earnings today, Scott Wapner and the Investment Committee debate how you should be investing amid a shakeup in the financial world. Plus, the traders outline their latest moves, and we cover some big calls of the day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As concerns over the J&J vaccine hits some stocks, others near record highs, Scott Wapner and the Investment Committee weigh in on what it could mean for this record run. Plus, Altimeter Capital’s Brad Gerstner joins us to talk about his latest SPAC deal, the biggest one ever. We’ll also get his thoughts on the market and where it can go 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.

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.

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.

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.

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.

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.

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.