Pete Najarian said FB and Stephen Weiss said M. Keith Banks' "Final Trade" (that's putting it loosely) is technology, diversified chemicals, diversified metals. Judge handled the post-Boehner-remarks time grilling Douglas Holtz Eakin about where the Republican plan is. Joe Terranova said you can get long TRIP, and "36.50's your stop." Terranova also said CREE is dabble-able "you can take a small position from the long side here." Stephen Weiss said JCP is on a "1-way street down" and he expects it to "base around 10 bucks a share." Jon Najarian said the ANF run isn't over "I still like the upside in the name." He said he likes FDO. Pete Najarian on Friday's Halftime Report said TIF is getting to a buyable level, but "I don't think it's time yet," but would wait for a "few dollars lower." He told Stephen Weiss, "the real catalyst Steve is gonna be the grand bargain." Keith Banks sort of was like a guest host on Friday's Halftime Report but mostly delivered generic advice, saying he recently went to overweight in equities, and "we're more worried about fixed income right now," and he would "underweight developed market equities."īanks predicted a "baby grand bargain" in Washington, in which lawmakers will "press the pause button and do the real work next year."
Kick The Can described as ‘baby grand bargain’ and ‘pause button’ Jon Najarian said GRPN could do better than Andrew Mason, but that's what you get "I think it probably eases back down below 4." Pachter conceded ZNGA is "the worst call I've ever made in my life," but "today's news is good for Zynga." He said "LinkedIn really is a neutral" if you believe as he does that it makes $8 a share "5 years from now." It's a "fundamentally good company," Pachter said, but he refused to hike his price target, saying "35's plenty." "The fundamentals are unchanged," Pachter said, outlining as the lone catalyst the expectation that it "has to go in the S&P 500 at some time in the next several months." Michael Pachter had nothing new to say about FB but that didn't stop him from getting invited to Friday's Halftime Report. Jon Najarian said the stock has done a round-trip to 67 from October, and ideally he'd like to buy it around "more like 62," then concluded, "I'd buy it below 66." If you think that the Chinese economy has seen a trough, then you've gotta buy Yum here." Pete said that YUM is actually taking back business from CMG, but Joe Terranova insisted, "I think it's a rebranding strategy. Pete Najarian and Stephen Weiss differed on the YUM selloff on Friday's Halftime Report, with Najarian asserting, "I think it's an opportunity," and Weiss contending that "it's not a little miss in China. Halftime unable to get through YUM discussion without Joe pronouncing CMG as ‘Chipulte’ Pete Najarian wasn't so convinced about that but did call DELL "solid." Joe Terranova argued for DELL, likening it to YHOO. Jon Najarian reiterated that MSFT and GOOG are strong candidates. Pete Najarian lamented that we're not seeing many of these dividends from the tech companies.
Stephen Weiss on Friday's Halftime Report offered a refreshing twist on the tiresome Fast Money/Halftime feature of special dividends, questioning, "What I don't understand is people coming in and buying the stocks afterward," given that they immediately price in the dividend.Īctually - and we hate to belabor this subject - there is a reasonable explanation that makes a small amount of sense, assuming the stock does revert ex-div to its previous price, you've still gotten paid right now and theoretically could take a short-term capital loss, but that's beyond the scope of our math capacities. Joe unable to talk Pete into almost anything Pete shrugged, "This show is called Fast Money for a reason," even though it's actually called the "Halftime Report," for a reason. "Would I rather get 12% or 50%? I'd rather get 12% with less risk," Terranova said. Pete Najarian revealed, "I have owned Apple forever," but said "I'm not so sure about generational buy" as Terranova keeps saying, specifically because it's not delivering the beta and asking Terranova if he'd rather pursue 12% or 50%. Joe Terranova asked himself 3 questions about AAPL on Friday's Halftime Report, then concluded by saying China is the next catalyst. Pete notes that Research in Motion in October was the real generational buy
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