Halftime Report

CNBC
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Jul 1, 2022 • 45min

Stocks in the Second Half 7/1/22

Markets coming off their worst first half in 50 years. Brian Sullivan and the Investing Committee debate if you should stick with stocks in the second half of the year and where to invest you money now. Plus, the big banks getting a price cut, are they still investable? Also, is the hottest trade of the year starting to cool? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
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Jun 30, 2022 • 45min

Position for the Second Half 6/30/22

Stocks plunge as we close out the first half of the year. Frank Holland and the Investment Committee discuss the best way to position your portfolio for the second half. Plus, we’ve got results from the Delivering Alpha Stock Survey, the Committee dive into the numbers. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names
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Jun 29, 2022 • 45min

Your Second Half Playbook 6/29/22

With the S&P 500 on track for its worst first half return since 1970, Melissa Lee and the Investment Committee debate the best strategy for your second half playbook. How do you position your portfolio to handle the Fed’s tightening policy? And later, Pete Najarian shares the Unusual Activity he’s seeing in two names.
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Jun 28, 2022 • 45min

What’s Priced into Stocks? 6/28/22

Inflation, Rates, and Recession Fears. Melissa Lee and the Investment Committee debate how much is priced into the market as we head into the final stretch of the quarter. Plus, Boeing a big winner today after a bullish call on the stock. The committee takes their position on the stock. Plus, Housing stocks making a big comeback lately. Should you get in?
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Jun 27, 2022 • 45min

Bear Rally or Bottoming? 6/27/22

Stocks coming of their first weekly gain in a month. Frank Holland and the Investment Committee debate if this is a bear trap or the beginning of a bottoming process. Plus, the big Banks getting ready to unveil their dividend and buyback plans. How to play the financials from here. Plus, One of the committee members making a move in Nike ahead of earnings after the bell. And, later, Jon Najarian reveals 3 trades in Unusual Activity.
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Jun 24, 2022 • 1h 1min

The Rally on Wall Street 6/24/22

Listen to CNBC breaking news coverage of the Supreme Court’s historic ruling overturning Roe v Wade. Plus, Frank Holland and the Investment Committee discuss today’s big rally on Wall Street and what it may be signaling.
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Jun 23, 2022 • 53min

The Fed & Your Money 6/23/22

Fed Chair Powell continues his testimony on Capitol hill today. Frank Holland and the Investment Committee break down his remarks and take some positions. Plus, the transports sector have some names reporting, how should you treat these stocks. And later, Pete Najarian’s latest options trades.
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Jun 22, 2022 • 45min

Powell on the Hill 6/22/22

Fed Chair Powell testifies before lawmakers on the economy. Melissa Lee and the investment committee debate what investors do from here. Plus, the committee making a lot of moves, especially in the mega-cap tech space. And, a bullish call on one semi stock that could go up 20% from here.
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Jun 21, 2022 • 45min

Stocks are cheap, but is it Time to Buy? 6/21/22

Stocks rallying after posting their worst week since March 2020. Melissa Lee and the Investment Committee debate whether stocks are cheap enough and whether it’s time to start buying after the big fall. Plus, the Committee making some moves, we give you their trades. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
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Jun 17, 2022 • 46min

When Will the Selling Stop? 6/17/22

Scott Wapner and the Investment Committee debate when the selling will stop as stocks are on pace for the 10th negative week in the last 11. Brian Belski joins us to explain why he is still bullish in this environment. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.

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