Podcasts about cfra

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Best podcasts about cfra

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Latest podcast episodes about cfra

Squawk on the Street
SOTS 2nd Hour: The Fed's Road Ahead, Accenture CEO on Earnings, & Fmr. Trump Defense Secretary Esper 6/20/25

Squawk on the Street

Play Episode Listen Later Jun 20, 2025 43:07


The Fed holding rates steady – but leaving the door open to cuts in the 2nd half, as President Trump says he'll decide in the next 2 weeks whether the U.S. will get involved in the conflict between Israel and Iran: Carl Quintanilla, Sara Eisen, and Michael Santoli discussed the latest for stocks – along with some fresh reads on the consumer out of earnings names like Carmax, Darden, and Kroger. CFRA's Chief Investment Strategist joined the team with his bull case: arguing the S&P will end the year above 6,200 – while former Trump Defense Secretary Mark Esper gave his take on whether the president will opt for direct U.S. involvement abroad. Plus: Accenture CEO Julie Sweet broke down new results from her company sending shares lower… And the team discussed the new $10B deal for the Lakers, which would be the highest price tag EVER for a U.S. professional sports team. Squawk on the Street Disclaimer

TD Ameritrade Network
Nelson: Expect 'Low Key' Robotaxi Rollout & TSLA Options Trades

TD Ameritrade Network

Play Episode Listen Later Jun 12, 2025 13:31


Garrett Nelson with CFRA is bullish when it comes to Tesla's (TSLA) long-term prospects but plans to "stay on the sidelines" near-term. On the company's robotaxi launch in Austin, Garrett points out the tentative June 22nd launch date as strange, leading him to believe Telsa wants to keep the event "low key." He adds concerns for Tesla's falling deliveries and earnings that indicate bearish behavior for the stock. Tom White offers a variety of example options trades for the Mag 7 giant. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
WBD Split Under Scrutiny, Roku Streams Ahead with Buy Rating

TD Ameritrade Network

Play Episode Listen Later Jun 11, 2025 5:39


Warner Brothers Discovery's (WBD) decision to split into two separate publicly traded companies has left many investors wondering if this move will prove profitable. CFRA's Kenneth Leon shares his thoughts on the split and why he's maintaining a hold opinion on shares of Warner Brothers Discovery for now. Meanwhile, he's more bullish on Roku (ROKU), reiterating his buy rating and raising his price target to $15, citing the company's growth potential in the streaming industry and its proprietary operating system and platform.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Catching Up To FI
Hanging On In a Yo-Yo Economy | Sam Stovall | 147

Catching Up To FI

Play Episode Listen Later Jun 8, 2025 36:29 Transcription Available


Wall Street has us all on edge right now, so we called in one of the smartest people we know when it comes to stock market to help us make sense of it all, Sam Stovall. Sam is CFRA's Chief Strategist and a market historian that knows his stuff! He joins us in this episode to discuss: What stock market history tells us about the shaky situation we're in today  What tariffs really have to do with the stock market and economy  The 'rebalance' rule  Mid-term election tailwinds  Where the federal reserve fits into all of this  

TD Ameritrade Network
TSLA "Rushed" Robotaxi, 2Q Earnings & Sales "May Not be Much Better" Than 1Q

TD Ameritrade Network

Play Episode Listen Later Jun 4, 2025 9:27


Tesla (TSLA) bulls are preparing for the Mag 7 company's expected robotaxi launch later this month, though CFRA's Garrett Nelson urges caution. He says its Cybercab could be a letdown. One advantage Garrett believes Tesla has over competitors like Waymo: scalability. With sales plunging in China and Europe, Garrett warns that Tesla's finances in second quarter "may not be much better" than the first.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
CFRA Downgrades Big Banks JPM and BAC

TD Ameritrade Network

Play Episode Listen Later Jun 2, 2025 5:27


Ken Leon says CFRA is still overweight the Financials sector, but his firm has downgraded JPMorgan Chase (JPM) and Bank of America (BAC) saying it was time to move to the sidelines on these individual stocks. Ken says near-term potential upside is limited for both big banks, and doesn't "see the needle moving" in a "muted quarter coming up." CFRA cut both stocks to a Hold from a Buy rating.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Sunday House Call
June 1, 2025

Sunday House Call

Play Episode Listen Later Jun 1, 2025 40:03


Dr. Barry Dworkin sifts through the CFRA textboard and takes your calls, as we kick off the month of June.

TD Ameritrade Network
Zino: MRVL Remains Strong Buy Despite Growing A.I. Competition

TD Ameritrade Network

Play Episode Listen Later May 30, 2025 7:03


CFRA's Angelo Zino doubles down on Marvell (MRVL) even after investors wavered on potential headwinds. He believes the growing competitive environment and demand for custom silicon gives Marvell space to grow, even though Angelo says its growth recovery is "much slower" than expected.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Closing Bell
Closing Bell Overtime: Nvidia Earnings: AI Momentum Rolls On 5/28/25

Closing Bell

Play Episode Listen Later May 28, 2025 43:44


Markets braced for a massive after-hours earnings slate, including Salesforce, Nvidia, C3.ai, Synopsys, and Pure Storage. Nvidia dominated the agenda: analysis from Moor Insights & Strategy's Patrick Moorhead and CFRA's Angelo Zino while Byron Deeter of Bessemer discusses what Nvidia's print means for the broader AI and semis trade. Paul Hickey of Bespoke gives a read on sentiment as yields ticked higher. Jefferies' Brent Thill weighs in on CRM. 

TD Ameritrade Network
Zino: Revenue & Tariffs Weigh on NVDA Earnings Volatility, Share Buybacks in 2025

TD Ameritrade Network

Play Episode Listen Later May 27, 2025 7:48


CFRA's Angelo Zino believes "all eyes" will be on Nvidia's (NVDA) revenue and guidance in Wednesday's earnings. Data center and Blackwell revenue are crucial for the company, according to Angelo, as the A.I. giant seeks to overcome tariff volatility. On DeepSeek, he believes the A.I. reasoning model offers more upside to Nvidia than negatives. Angelo also sees the company offering a $70 to $80 billion share buyback later this year.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Sunday House Call

Dr. Barry Dworkin opens the phone lines and takes your calls! If you have any health questions in the meantime, toss them into the CFRA textboard and he will address them on a future broadcast.

Squawk on the Street
CPI Breakdown, Fed Implications, and Live from Riyadh: Elon Musk & Jensen Huang 5/13/25

Squawk on the Street

Play Episode Listen Later May 13, 2025 49:05


Consumer prices coming in better-than-expected for the month of April: Carl Quintanilla, David Faber, and Michael Santoli broke down the numbers and what they mean for the Fed's rate path here… Former Fed Governor Randy Kroszner saying he still expects 2-3 cuts by year-end while CFRA's Chief Investment Strategist forecasts more gains ahead for the S&P - as the index turns positive on the year. Plus: more on key movers of the day from Honda to United Healthcare.  Also in focus: the street's biggest CEOs, regulators, and President Trump headed to Riyadh, Saudi Arabia for a star-studded Saudi-US Investment forum… Hear Elon Musk's live remarks this hour – and Nvidia CEO Jensen Huang's potential clue towards future policy when it comes to the chips. Squawk on the Street Disclaimer

Sunday House Call
May 4, 2025

Sunday House Call

Play Episode Listen Later May 4, 2025 37:33


Got a health question for Dr. Barry Dworkin? He's got the CFRA textboard to his right and the phone lines to his left!

"Your Financial Future" with Nick Colarossi of NJC Investments 05/03/2025

" Your Financial Future" with Nick Colarossi

Play Episode Listen Later May 3, 2025 59:51


We review the top Tech Stocks to buy right now according to CFRA and Mark Mahaney of Evercore.  We also show you how you can retire as a multi-millionaire, and review how to build a model 60/40 investment portfolio.

TD Ameritrade Network
Zino: AAPL's Tariff Impact, "Disturbing" & "Disappointing" Lack of Guidance

TD Ameritrade Network

Play Episode Listen Later May 2, 2025 6:15


On Apple (AAPL), CFRA's Angelo Zino says the "company's executing as well as it can" amid the current macro environment. He points to the "disturbing" and "disappointing" lack of guidance for its Services segment. He weighs the Epic Games legal battle underway, on top of U.S. & China trade tensions. Angelo estimates a $0.05-$0.06 impact from tariffs on China, and says the company can't provide guidance past the June quarter without clarity on what the exact tariff will look like. However, he believes 1 year from now the conversation around Apple will be much different and its A.I. plan will be figured out by then.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
AMZN "Very Strong Quarter," Not a "Home Run"

TD Ameritrade Network

Play Episode Listen Later May 2, 2025 6:02


Expectations were pretty high coming into Amazon's (AMZN) earnings, according CFRA's Arun Sundaram. He believes the company's stock would've performed better if it announced earnings before Microsoft (MSFT). Arun expects all of Amazon's business to be tariff-resilient to an extent, it just comes down to how it manages its operating margins.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Stock Dispersion Hits All-Time High: Strategies & ETFs to Watch

TD Ameritrade Network

Play Episode Listen Later Apr 30, 2025 5:30


Stock dispersion is at an all-time high. That's according to CFRA's Aniket Ullal. He joins Caroline Woods to break down what this means for investors and shares his take on which stocks and ETFs could benefit from this trend, including those with lower import exposure and higher export potential.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sunday House Call
April 27, 2025

Sunday House Call

Play Episode Listen Later Apr 27, 2025 33:49


Dr. Barry Dworkin opens the phone lines and reads your health-related questions on the CFRA textboard!

TD Ameritrade Network
TSLA "Transitory Period," Consumer Staples' Earnings Stability

TD Ameritrade Network

Play Episode Listen Later Apr 24, 2025 12:18


CFRA's Garrett Nelson offers perspective on two different corners of the market. On consumer staples, he believes the sector as a whole has long-term promise, especially as tariff uncertainty lingers. He takes a closer look at Keurig Dr. Pepper (KDP) and measures its earnings to PepsiCo (PEP) and Coca-Cola (KO). On Tesla (TSLA), Garrett talks about why he lowered his firm's rating on the company to Hold and skepticism on its tech ambitions. George Tsilis offers a pair of example options trades on Tesla.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
PGR & TRV 'Tale of Two Companies' in Insurance Space

TD Ameritrade Network

Play Episode Listen Later Apr 16, 2025 9:05


CFRA's Cathy Seifert says investors will have to pick and choose winners in the insurance space. She points to Progressive (PGR) as a company whose growth story remains intact after earnings. As for Travelers Companies (TRV), she sees its top-line growth slowing. Tom White turns to example options trades in Travelers and Berkshire Hathaway (BRK/B). ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Closing Bell
Stocks Finish Higher to Close Out One Of Wildest Weeks Ever On Wall Street 04/11/25

Closing Bell

Play Episode Listen Later Apr 11, 2025 43:11


The major averages posted their best weeks in over a year, despite some major down days, after Wednesday's historic rally. Bob Elliott of Unlimited and Charlie Bobrinskoy of Ariel Investments discuss the day's equity action and investor positioning. Our Leslie Picker reports on developments in the banking sector. Krishna Guha of Evercore ISI joins to break down the Fed outlook, recession odds, and how tariffs and recent data are factoring into macro policy expectations. Angelo Zino of CFRA shares his view on Apple—and why he just raised his odds that the company gets a tariffs exemption. Bill Perkins of Skylar Capital weighs in on the latest moves in the energy complex. Our Diana Olick explains how China's involvement in U.S. mortgage-backed securities could ripple through housing markets. 

TD Ameritrade Network
WMT Outshines Retailers Amid Tariff Volatility

TD Ameritrade Network

Play Episode Listen Later Apr 11, 2025 5:29


After attending Walmart's (WMT) annual investor meeting, CFRA's Arun Sundaram is turning more constructive on the big-box retailer and less bullish on conventional retailers like Kroger (KR). Sundaram downgraded Kroger to a hold rating, citing concerns over the company's ability to keep up with Walmart's expected 4-5% top-line growth. He believes Kroger's shares are now fairly valued around $70 and notes that the stock has already had a strong run this year, outperforming Walmart and Costco (COST).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Nelson: TSLA Can Drive Past Tariffs, "Well-Positioned" Compared to Peers

TD Ameritrade Network

Play Episode Listen Later Apr 9, 2025 12:35


CFRA's Garrett Nelson notes that Tesla (TSLA) had fallen more than 40% for the eighth time since 2019. Despite the recent sell-off, Garrett considers the stock a buy at current levels. He considers Tesla well-positioned against tariffs compared to its peers in Ford (F) and General Motors (GM). Tom White offers example options trades in Tesla.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
AAPL "Core, Safe Bet" in A.I., Apple Intelligence's Room to Run

TD Ameritrade Network

Play Episode Listen Later Apr 2, 2025 6:11


CFRA's Angelo Zino urges investors not to count Apple Intelligence out. He says international demand for Apple's (AAPL) A.I. service remains top of mind with plenty of room for improvement in the iPhone 17 cycle. Dave Nicholson believes investors are "missing the boat" by not having Apple in their portfolios. It's reach into everything, including financial services, is why Dave labels it a long-term hold.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sunday House Call
March 30, 2025

Sunday House Call

Play Episode Listen Later Mar 30, 2025 45:27


Dr. Barry Dworkin sifts through the 580 CFRA textboard and opens the phone lines!

TD Ameritrade Network
Warring: ‘Don't Know' Where NKE Can Find Growth

TD Ameritrade Network

Play Episode Listen Later Mar 20, 2025 9:17


Zach Warring from CFRA previews Nike (NKE) earnings after the bell. He thinks they're “well set up” and forward estimates are “pretty low” right now. He discusses NKE's main competitors and earnings estimates for the quarter, ending with, “I don't know where they're going to get growth from going forward.” Tom White brings example options trades for NKE and Lululemon (LULU).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
GIS M&A Opportunities, Example Trade

TD Ameritrade Network

Play Episode Listen Later Mar 17, 2025 8:51


Arun Sundaram of CFRA checks in on consumer staples, expecting headwinds for packaged foods especially. He previews General Mills (GIS) earnings, where he thinks cereal will win but its other categories are slumping. He is very positive on Walmart (WMT). Tom White shows example options trades on GIS and on COST.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
NFLX Competitors are Social Media, not Other Streamers

TD Ameritrade Network

Play Episode Listen Later Mar 17, 2025 8:36


Kenneth Leon of CFRA looks at Netflix (NFLX), saying it has “disciplined” spending on content and has “great” customer experience. He talks about international crossover hits like Squid Game and its expansion into live events. “The question is, who are the competition for Netflix?” Ken thinks the answer is social media apps like TikTok.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Zino: AVGO "Can Salvage Tech Wreck," MRVL Still a Buy

TD Ameritrade Network

Play Episode Listen Later Mar 6, 2025 8:37


Broadcom (AVGO) got beat up ahead of the company's earnings after hours today. CFRA's Angelo Zino makes the case for an earnings recovery that can bandage weakness seen in other chip names. That includes Marvell (MRVL), even though the company saw a big sell-off following its report. Angelo still considers Nvidia (NVDA) the best name tied to the general A.I. play.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Bloomberg Daybreak: Asia Edition
Nvidia Earnings Underwhelm Amid Global AI Build-Out

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Feb 27, 2025 18:40 Transcription Available


On today's episode, we break down earnings from Nvidia amid concerns about slowing spending on AI technology and the potential impact of US tariffs. We speak with Angelo Zino, Vice President of Equity Research at CFRA. Plus - a look at how Chinese tech stocks are offering investors an alternative to the Magnificent Seven. Shuli Ren, Bloomberg Opinion Columnist, joins us from Hong Kong.See omnystudio.com/listener for privacy information.

Closing Bell
Closing Bell Overtime: Nvidia Earnings From Every Angle, Plus Results From Salesforce, Snowflake 2/26/25

Closing Bell

Play Episode Listen Later Feb 26, 2025 45:10


A packed market panel as Bespoke's Paul Hickey, Hightower's Stephanie Link, and Moor Insights' Patrick Moorhead join to break down earnings from Salesforce, eBay, Paramount, Snowflake, Synopsys, and AI player C3.ai. The panel sticks around for the big one: Nvidia. We have you covered from every angle. We also hear from Jefferies' Brent Thill on Salesforce & Snowflake, CFRA's Angelo Zino on Nvidia, and Bessemer's Byron Deeter on AI's broader impact.

TD Ameritrade Network
Blackwell Trajectory Critical in NVDA Earnings, DeepSeek Questions Need Answers

TD Ameritrade Network

Play Episode Listen Later Feb 26, 2025 9:22


CFRA's Angelo Zino breaks down the biggest questions surrounding Nvidia (NVDA) ahead of its earnings. He believes Blackwell guidance will be the most important factor number the company can share. DeepSeek's cost question is another Nvidia needs to speak on, as Angelo expects the Chinese A.I. model to add guidance murkiness. Tom White later offers two bullish example options trades surrounding the mega cap mover.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
CAG's Rough Year: Supply Issues, Debt, Margin Squeezes

TD Ameritrade Network

Play Episode Listen Later Feb 18, 2025 10:12


Arun Sundaram of CFRA discusses his hold rating and reduced price target on Conagra Brands (CAG). He says he “upgraded too early” from Sell, citing supply chain issues and lowered guidance. He looks at its debt issues, margin struggles, and compares it to others in the sector who are able to return cash to shareholders. Overall, he calls 2025 a “wash” for CAG.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Bloomberg Daybreak: US Edition
Daybreak Holiday: Walmart, Oil, ETFs

Bloomberg Daybreak: US Edition

Play Episode Listen Later Feb 17, 2025 38:44 Transcription Available


On this special holiday edition of Bloomberg Daybreak US edition, host Nathan Hager speaks with Stephen Schork, founder of the Schork Group, shares his outlook for the energy sector and the oil industry, Eric Balchunas, Bloomberg Intelligence analyst on the market outlook under a new Trump administration and Arun Sundaram at CFRA looks ahead to Walmart earnings.See omnystudio.com/listener for privacy information.

TD Ameritrade Network
TSLA EV Sales Slip in China, Ford (F) "Sort of a Mess Right Now"

TD Ameritrade Network

Play Episode Listen Later Feb 7, 2025 8:34


Tesla (TSLA) is "about autonomous driving going forward," according to CFRA's Garrett Nelson. He expects the company's future ambitions will overshadow EV prospects as sales slide in China. Turning to Ford (F), Garrett says it's not just tariffs causing a company shake up. He believes the company's cutback on high-ticket vehicles will cost Ford in the long-term.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Bloomberg Daybreak: Asia Edition
Recapping the APAC Trading Week, Amazon Earnings, US Jobs Data

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Feb 7, 2025 23:58 Transcription Available


On today's episode, we recap a busy trading week in the APAC region with Mary Nicola, Bloomberg MLIV Strategist in Singapore. We also take a look at Amazon's earnings with Arun Sundaram, Vice President of Equity Research at CFRA. Plus - a preview of the January US jobs report with Keith Buchanan, Partner and Senior Portfolio Manager at Globalt Investments.See omnystudio.com/listener for privacy information.

TD Ameritrade Network
Vanguard Cuts Fees for 53 ETFs: What It Means for Investors

TD Ameritrade Network

Play Episode Listen Later Feb 6, 2025 4:32


Aniket Ullal of CFRA says Vanguard cutting fees for 53 ETFs puts a lot of pressure on competitors to follow suit. He discusses how this benefits consumers, but also points out that fees remain high in other investing vehicles. He compares active vs passive management as far as inflows, expenses, and returns. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
GOOGL Earnings: Cloud, CapEx, Clarity on Regulatory Risks

TD Ameritrade Network

Play Episode Listen Later Feb 4, 2025 7:51


Ahead of earnings later today, CFRA's Angelo Zino wants to hear what Alphabet (GOOGL) has in store for its capex plans. In the wake of the DeepSeek AI news, Zino says it doesn't change the game "too much" for GOOGL. He points to the company's cloud and search businesses as the biggest areas of momentum within the megacap tech giant. Zino thinks the noise around regulatory action against GOOGL is a little extreme, saying the company has historically navigated these issues. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Waiting for Life in the Luxury Space: LVMUY, TPR

TD Ameritrade Network

Play Episode Listen Later Jan 31, 2025 5:21


Zach Warring of CFRA breaks down the luxury retail space. He cut LVMH (LVMUY) to Hold from a Strong Buy despite calling it one of the best in the sector. He has a Sell rating on Tapestry (TPR), citing the failed merger & acquisition with Capri (CPRI). He's looking for higher revenue in Asia or a correction in the stocks before he would be bullish again. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Chip Companies "Need to Take DeepSeek Seriously"

TD Ameritrade Network

Play Episode Listen Later Jan 27, 2025 8:58


As tech stocks plummet to begin the week, Angelo Zino from CFRA discusses what the DeepSeek A.I. developments mean for the broader tech sector and how cheaper models could upend the industry's CapEx plans. Zino doesn't think the near-term outlook will change for tech companies, and that the sector will still see companies spending as they look to push the limit of their A.I. capabilities. Zino also shares his expectations for Meta Platforms (META) as social media companies deal with the TikTok ban uncertainty. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Bots 'N Booze: TSLA Dip Buying Opportunities, STZ Industry Headwinds

TD Ameritrade Network

Play Episode Listen Later Jan 10, 2025 7:54


CFRA's Garrett Nelson noted a $530 price target for Tesla (TSLA), saying now is a prime opportunity to buy if its autonomous space grows. Constellation Brands (STZ) posted a double miss in earnings, which Garrett attributes to headwinds in the industry. Tom White shows example trades for both names. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Record $1.1T ETF Inflows in 2024: Will 2025 Beat?

TD Ameritrade Network

Play Episode Listen Later Jan 10, 2025 5:50


Aniket Ullal from CFRA says we saw $1.1T in ETF inflows in 2024 and expects another strong year in 2025. He likes consumer discretionary, financials, and technology. He also notes that active ETFs are continuing to gain market share within the sector. Aniket also looks at U.S. vs international ETFs for opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
NVDA's "Kingmaker" Role in Tech, AVGO & MRVL Key A.I. Players

TD Ameritrade Network

Play Episode Listen Later Jan 8, 2025 6:45


CFRA's Angelo Zino notes success in Nvidia (NVDA) CEO Jensen Huang's speech at CES 2025, saying the company will play a part in many industries inside and outside of tech. He sees Nvidia as a "kingmaker," believing the markets will largely sway in whichever direction the company turns. Despite calling Nvidia the king, Angelo urges investors to keep Broadcom (AVGO) and Marvell (MRVL) on the radar during 2025. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Ken Leon: Disney/Fubo Deal Helps DIS with Underperforming Assets

TD Ameritrade Network

Play Episode Listen Later Jan 7, 2025 7:22


Ken Leon of CFRA breaks down the new Disney (DIS) and FuboTV (FUBO) partnership and how it changes the streaming landscape. He thinks it's a “smart deal” that allows Disney CEO Bob Iger to off-shoulder underperforming assets, particularly Hulu+ Live TV. He has a Buy rating and $128 price target on the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
CEG & Nuclear Energy A.I. Needs Hinge on Supply Chain & New Plants

TD Ameritrade Network

Play Episode Listen Later Jan 6, 2025 6:05


Anthony Crowdell of Mizuho set a neutral rating for Constellation Energy (CEG) as companies like Microsoft (MSFT) turn to nuclear power for A.I.'s electrical demand. He argues a lack of plans for new nuclear plants make it difficult to see a sustainable future for the alternative energy. CFRA's Daniel Rich has a buy rating at his firm, believing Constellation Energy and Microsoft's deal can open other doors for alternative power in A.I. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Money Life with Chuck Jaffe
CFRA's Stovall: Buckle up if you want to be there when the 2025 gains show up

Money Life with Chuck Jaffe

Play Episode Listen Later Jan 2, 2025 64:34


Sam Stovall, chief investment strategist at CFRA Research, says 2025 will finish up a positive year, but it will likely be a year of single-digit gains that will be a struggle to achieve because the market is starting the year with stretched valuations and other headwinds. While he doesn't see a recession in the offing, Stovall sees other conditions making the market sluggish, ranging from the presidential cycle to the regular run of a bull market and more. Todd Rosenbluth, head of research at VettaFi, reviews the big stories in the exchange-traded fund business from 2024 and how some of those issues will keep playing out for ETFs and investors in the new year. Plus, in the Market Call, Jeff Auxier of the Auxier Focus Fund discusses business-centric, long-term investing.

Squawk on the Street
SOTS 2nd Hour: 2024's Charts of the Year, Navigating Big Tech & What Trump 2.0 Means For China 12/27/24

Squawk on the Street

Play Episode Listen Later Dec 27, 2024 42:04


Sara Eisen and Brian Sullivan talked 2024's top trends and broke down the outlook for 2025 with CFRA's Sam Stovall. The team also discussed top picks across Energy and Tech out of RBC and Jefferies – as the Nasdaq fell to end the week. Also in focus: Bitcoin under pressure, falling below $95K in the hour; What a Trump presidency could mean for China with one former Trade Representative warning of pain ahead; and a look at Silicon Valley's immigration debate. Squawk on the Street Disclaimer

TD Ameritrade Network
Why CFRA Expects Banks to Outperform in 2025

TD Ameritrade Network

Play Episode Listen Later Dec 10, 2024 10:04


Kenneth Leon with CFRA believes U.S. bank stocks will outperform in the S&P 500 next year. He says revenue and EPS consensus estimates, paired with easing rates, provide "all the ingredients for success." Tom White provides example trades in Citigroup (C) and JPMorgan Chase (JPM). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Closing Bell
Closing Bell Overtime: Rocket Lab CEO On Meteoric Growth Of Business, Space Policy Under Trump; Ibotta CEO On Earnings and Consumer 11/13/24

Closing Bell

Play Episode Listen Later Nov 13, 2024 43:11


The post-election breather extended to its second day in a row as stocks lost steam in the final hour of trade. CFRA's Keith Snyder breaks down Cisco earnings. Greenlight's David Einhorn gives a new industrial pick he likes. Ibotta CEO Bryan Leach on the company's third results as a public company, how the consumer is faring and what the company plans to do if inflation returns to growth in 2025. Rocket Lab stock shot up more than 25% today; CEO Peter Beck talks the growth of the business, the company's plans under Trump 2.0 and how it is positioned relative to SpaceX. 

Squawk on the Street
SOTS 2nd Hour: More Market Records, Bitcoin All-Time Highs, and Trump 2.0 Stocks To Watch 11/11/24

Squawk on the Street

Play Episode Listen Later Nov 11, 2024 42:28


Carl Quintanilla, David Faber and Sara Eisen discussed the latest for stocks after the S&P 500 hit its 50th all-time high of the year. Can the rally continue? CFRA's Sam Stovall brought the team his predictions, while one business leader projected more M&A activity ahead. Also in focus: Bitcoin all-time highs, rent vacancies falling for the first time in 2 years, and a deep-dive on one outperforming sector on the year: the airlines.  Squawk on the Street Disclaimer