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Halftime Report
Second Half Strategy 7/1/24
Jul 1, 2024
Financial expert Frank Holland and the Investment Committee discuss second-half stock strategies amidst record highs. They delve into tech performance, energy stock picks, and latest trades. Topics include market analysis, AI sector skepticism, top investment ideas, company performance, American reshoring impact, weight loss drug ETF, and investment opportunities in final trades.
44:15
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Quick takeaways
- Investing in energy stocks with high cash flow dividends and potential oil shocks hedge.
- Exploring the catch-up opportunity in the energy sector with attractive valuations and yield dynamics.
Deep dives
Energy Sector Overview
The energy sector has been facing challenges with declining stock prices but offers high cash flow dividends and a hedge against potential oil shocks. Companies like Kinder Morgan, Occidental, Hess are trading richly, while APA, Devon, Halliburton, Marathon are at discounts. Halliburton, APA, Cotear, Conoco are top picks with upside potential based on average price targets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode