A Consumer Spending Dynamic Worth Watching For Equities
Consumer spending has been strong all year as trends from e-commerce to services have led to a more balanced spending profile by Americans. Bill Baruch breaks down what that means for the stock market and the Fed.
Which Industrial Stocks Can Outperform From Here?
Bill Baruch joined CNBC’s Halftime Report to talk about the latest trends in the industrials space and which stocks may outperform from here.
Can the S&P Hit A New Record High before Year-End?
After a thrust higher in stocks post-CPI, Bill Baruch joined CNBC’s Halftime Report to talk about the technical and fundamental set-up heading into year end.
What Are High Cash-Flow Stocks In The Healthcare Sector
Bill Baruch joined CNBC’s Halftime Report to discuss the latest ratings upgrades in biotech and how to position within the healthcare sector heading into the turn of the calendar. **** AUTO-TRANSCRIBED **** Bill, you got to have the also MJ and UAH. They remain most confident, they being BMO in Vertex and Regeneron. Well, I […]
Obesity Drug Headwinds For McDonald’s. How To Position For The Next Move
**** AUTO-TRANSCRIBED **** A comment from Wal-Mart say was the deciding factor that I like talked about deflation. They’re going to be restocking inventory. That’s actually going to be a tailwind to profit margins in the coming quarters. That’s what Stephanie Linke was thinking, too, who who took away from the report cost cutting, margins […]
Is Microsoft The Highest Quality Tech Stock?
**** AUTO-TRANSCRIBED **** you’re six the largest position. You’ve looked elsewhere for heft, if you will. What about here? I mean, I love the name. It’s been it’s tough because it’s a finite amount of capital to allocate. And I really love Adobe and synopsis. I think they have a little more oomph. Microsoft has […]
How Profitable Can Uber Become?
**** AUTO-TRANSCRIBED **** Bill Baruch thinks that Uber obviously is going to keep rallying, which it is again today. Because you bought more. Yeah. Tell us why. Yeah, I mean, last week we bought more. I like I like the name and I think thinking outside the box, what else are they going to bring […]
Why Bears Might Have To Capitulate As Stocks Rally
***Transcript*** Back to the top question that we asked today. Are we all clear? I think we’re close enough to what Josh said. And I think what you said, too, was we turned a corner here. And the way I like to look at it is as I was referencing the money in the money […]
Is It Time To Buy Bank Stocks? Bill Baruch on J.P. Morgan and Bank of America
Bill Baruch joined CNBC’s Halftime Report to discuss the financials sector and whether it’s time to get more bank exposure in portfolios. ~TRANSCRIPT~ Bill Baruch has been a pretty active trader. Part of our investment committee, of course. He joins us right now again because he’s bought Jp morgan. So you initiated a small position […]
Two Adds and an Axe
Bill Baruch is focused on the industrial sector to start the week, don’t miss the two names he’s buying more of, and the one he is dropping. ~TRANSCRIPT~ Bill Baruch, investment committee member, joins us now. It’s good to see you. Thanks for coming on. You bought more Caterpillar, in fact, and you bought more […]
