The Key Takeaways From Boeing’s 1st-Qtr Results
According to Macrae Sykes, JPMorgan Chase (JPM) has an ‘extraordinarily’” well-managed balance sheet and is well-positioned for the future. He notes the Wells Fargo (WFC) set-up is a great turnaround story. The problem… investors could start seeing a ‘”trough’” in banking stocks through their NII.”
Marangi: Adaptability is key
Chris Marangi, Co-CIO of Value at Gabelli Funds, stresses adaptability amid market shifts. He sees a short-term bounce ahead, favors defensive plays like Republic Services, and warns on policy risks.
GAMCO Investors CEO Mario Gabelli says buy shares of the Atlanta Braves
Mario Gabelli, GAMCO Investors CEO, joins ‘Power Lunch’ to discuss the markets from here, investing in sports and the Paramount merger.
Belton: ”Stick with Mega Caps,” AMZN Gen A.I. Capabilities & GOOGL Great Value
along with Alphabet”s (GOOGL) valuation that makes it ‘”too cheap’” not to buy. He says the A.I. trade will only expand as mega caps boost CapEx for related projects.”
AutoNation, Penske would be hurt less by disruption in auto market, says Gabelli Funds’ Sponheimer
Brian Sponheimer, Gabelli Funds portfolio manager and analyst, joins ‘The Exchange’ to discuss how tariffs could boost used car sales, how the market will be trading these stocks, and much more.
Nasdaq is in the middle of a buyer’s strike, says Gabelli Funds’ John Belton
John Belton, Gabelli Funds growth equities portfolio manager, joins ‘The Exchange’ to discuss what Belton tells clients that are scared about market action, how investors can work around tariffs, and much more.
Marangi: There’s a lack of predictability in the market
Chris Marangi, Co-Chief Investment Officer of Value at Gabelli Funds, discusses the lack of predictability in the market, citing economic, political, and technological uncertainties.
Berkshire operating earnings surge 71% in fourth quarter, cash hoard balloons to record $334 billion
Macrae Sykes, Gabelli Funds portfolio manager, joins ‘Squawk Box’ to break down Warren Buffett’s annual letter to shareholders.
Has The NASDAQ Topped? Is NVIDIA Still A Buy? Analyst Anwers | John Belton
discusses tech stocks in the U.S. vs. tech stocks in China.”
Market’s reaction to Alphabet earnings is due to margins, says Gabelli Funds’ John Belton
John Belton, Gabelli Funds portfolio manager, joins ‘The Exchange’ to discuss the market’s reaction to Alphabet, where the company is in the business cycle, and much more.