Short Hills Capital Partners

On CNBC’s “Halftime Report Final Trades,” Stephen Weiss of Short Hills Capital Partners said Devon Energy Corp’s (NYSE: DVN) stock is likely to be driven by natural gas and that oil could be “rocky for a while.” Joseph Terranova of Virtus Investment Partners...

On CNBC’s “Halftime Report Final Trades,” Jim Lebenthal of Cerity Partners said that Exxon Mobil Corp (NYSE: XOM) is a recent addition to his portfolio. “We see that energy kind of corrected the whole space earlier this summer, but now it's coming out of it,”...

On CNBC’s “Halftime Report Final Trades,” Karen Firestone of Aureus Asset Management chose Fidelity National Financial Inc (NYSE: FN) as it's trading at 13 times earnings. Stephen Weiss of Short Hills Capital Partners said he still thinks that the “future is very bright...

On CNBC’s “Halftime Report Final Trades,” Shannon Saccocia of Boston Private said Adobe Inc (NASDAQ: ADBE) is a “long-time, high conviction name for us”. “[We've] continued to see accelerating spending in digital marketing,” she mentioned. “This...

On CNBC’s “Halftime Report Final Trades,” Liz Young of BNY Mellon Investment Management said that iShares US Telecommunications ETF (BATS: IYZ) "hasn’t come back as much in this rally as some of the other stocks," meaning there wasn’t as much “multiple...

On CNBC’s “Halftime Report Final Trades,” Jenny Harrington of Gilman Hill Asset Management said Iron Mountain Inc (NYSE: IRM) represents “the best of both worlds.” “You get a 5% yield and you get 10.5% FFO growth in the future,” Harrington mentioned. The...

On CNBC’s “Halftime Report Final Trades,” Degas Wright of Decatur Capital Management said Enterprise Products Partners L.P. (NYSE: EPD) has 50,000 miles of pipelines transporting natural gas and diesel. The company offers a 7% dividend yield, he added. Stephen Weiss of Short Hills...

On CNBC’s “Halftime Report Final Trades,” Rob Sechan of New Edge Capital Group recommended iShares Short Treasury Bond ETF (NASDAQ: SHV) saying the inverted yield curve offers “a nice yield in the short run.” Stephen Weiss of Short Hills Capital Partners suggested to...

On CNBC’s “Halftime Report Final Trades,” Joshua Brown of Ritholtz Wealth Management said Daniel Meyer bought another 21,000 shares of Shake Shack Inc (NYSE: SHAK) on Thursday. The purchase represents $831,000 worth of stock, Brown mentioned. “You only buy in the open...

On CNBC’s “Halftime Report Final Trades,” Liz Young of BNY Mellon Investment Management said that iShares Core S&P Small-Cap ETF (ARCA: IJR) is the “more profitable portion” of the small cap space. “These stocks are trading at levels that haven’t been...

On CNBC’s “Halftime Report Final Trades,” Liz Young of BNY Mellon Investment Management chose Health Care Select Sector SPDR Fund (NYSE: XLV). “You can still benefit from that defensive trade but not nearly as overbought as the classic utilities and staples defensive sectors...

On CNBC’s “Halftime Report Final Trades,” Jenny Harrington of Gilman Hill Asset Management said that Devon Energy Corp (NYSE: DVN) is “minting cash” due to elevated oil prices. The company offers an 8.8% dividend and trades at 10 times earnings, Harrington mentioned....

On CNBC’s “Halftime Report Final Trades,” Bryn Talkington of Requisite Capital Management recommended to buy Sprott Uranium Miners ETF (ARCA: URNM) and sell the October 70s to collect $6.50. “So, close to 10% income on a call for about five months,” she added. Stephen...

On CNBC’s “Halftime Report Final Trades,” Jenny Harrington of Gilman Hill Asset Management said Sabra Health Care REIT Inc (NASDAQ: SBRA) has an 8.5% yield and “a really terrific management team.” She added, “I think they’re just getting back on stable...

On CNBC’s “Halftime Report Final Trades,” Joseph Terranova of Virtus Investment Partners said that Marathon Petroleum Corp (NYSE: MPC) is “the way to play the refining trade.” Karen Firestone of Aureus Asset Management said HealthEquity Inc (NASDAQ: HQY) is a...