Jim Labenthal

Investment Committee member and strategist providing fundamental analysis and longer-term investment perspectives on large-cap technology, defense, and industrial names.

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Dec 3, 2025 • 44min

Can Stocks Rally to Year-End? 12/3/25

Join Bryn Talkington, a savvy portfolio manager with a focus on technology, and Joe Terranova, a tactical market commentator, as they dissect the dynamics of the hot cybersecurity sector. Stephanie Link shares insights on retail and energy, highlighting holiday shopping trends. Jim Labenthal dives into the fundamentals of major tech stocks like Adobe and Salesforce. The team also shares their holiday stock picks for 2026, featuring names like Lockheed and Starbucks, while debating the future of the software market amid valuation pressures.

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