JPMorgan is 'clicking on all cylinders': Globalt Investments senior portfolio manager

Recommandations

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1. 01 JPM NYSE ACHETER +0,83%
   Entrée $351,79 31 juil 2026

   Actuel $354,71 09 sept 2026

   Résultat +$2,92

   vs. indice −1,2% SPY +2,1% sur la même période

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   Contexte de la transcription source

   … EXCHANGE DOWN IN DALLAS BACKED BY A PROFIT THE MAJOR BANKS. JPMORGAN IS ONE OF THEM OR, A COMPANY THAT IS BUILDING A MULTIBILLION DOLLAR CAMPUS IN THE STATE OF TEXAS, IN DALLAS. SO TALK TO US ABOUT JPMORGAN, BECAUSE YOU LIKE THIS NAME. >> WE REALLY LIKE J, MORGAN RIGHT NOW. -- JPMORGANMENT BEST IN BREED IN THE INDUSTRY THAT IS CLICKING ON ALL CYLINDERS. REALLY CONTRIBUTING IN HISTORIC FASHION TO EARNINGS GROWTH AND ALSO COMING TO A PERIOD WHERE LONGER IN, AS YOU MENTIONED, AFTER -- HAS PROPPED UP SOME AND THEIR SHORTER END HAS REMAINED SOMEWHAT NEUTRAL IF NOT TRENDED DOWNWARD, THAT STEEPE…

   WE REALLY LIKE J, MORGAN RIGHT NOW. -- JPMORGANMENT BEST IN BREED IN THE INDUSTRY THAT IS CLICKING ON ALL CYLINDERS.

   Aller

2. 02 DAL NYSE ACHETER -9,70%
   Entrée $87,44 31 juil 2026

   Actuel $78,96 08 sept 2026

   Résultat −$8,48

   vs. indice −11,8% SPY +2,1% sur la même période

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   Contexte de la transcription source

   … COSTCO, SO YOU'RE BETTING ON THE CONSUMER. WE HAD CONSUMER CONFIDENCE TODAY ACTUALLY BOOSTED. SO WE SAW A STRONG REPORT THERE. THAT KIND OF GIVES ME A SENSE THAT MAYBE YOU'RE BANKING ON THE CONSUMER IN THOSE STOCKS AS WELL. >> SURE. LOOK, DELTA AIRLINES IS A NAME WE FEEL IS ALSO KIND OF, YOU KNOW, FRONT AND CENTER IN THE AIRLINE INDUSTRY AS FAR AS INNOVATION IN A WAY THAT REALLY MAKES THEIR BUSINESS MODEL INFALLIBLE. AND THE VALUATION DOESN'T REALLY REFLECT THAT JUST YET BECAUSE WE ARE, THE AIRLINE INDUSTRY HAS BEEN A BOOM-BEST OVER A GENERATION. WE FEEL LIKE IT'S DIFFERENT NOW AS A FEW PLAYERS IN THE SPACE, THERE ARE FEWER, FRANKLY, RATIONAL CAPACITY,…

   DELTA AIRLINES IS A NAME WE FEEL IS ALSO KIND OF, YOU KNOW, FRONT AND CENTER IN THE AIRLINE INDUSTRY AS FAR AS INNOVATION IN A WAY THAT REALLY MAKES THEIR BUSINESS MODEL INFALLIBLE.

   Aller

   Contexte extrait par IA "SURE. LOOK, DELTA AIRLINES IS A NAME WE FEEL IS ALSO KIND OF, YOU KNOW, FRONT AND CENTER IN THE AIRLINE INDUSTRY AS FAR AS INNOVATION..."

3. 03 COST NASDAQ ACHETER -5,18%
   Entrée $951,89 31 juil 2026

   Actuel $902,60 09 sept 2026

   Résultat −$49,29

   vs. indice −7,2% SPY +2,1% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …NAL BANKING MISS. -- BUSINESS. AND IF TRADING AND ALL THOSE CAN CONTINUE THE KICK IN, DRAMATIC EARNINGS GROWTH ON A YEAR OVER YEAR A BASIS, IT'S ONE OF THOSE NAMES THAT CONTINUES TO PROVE GOING FORWARD FROM AN EARNINGS PERSPECTIVE. CHERYL: AND YOU LIKE DELTA AIRLINES AND COSTCO, SO YOU'RE BETTING ON THE CONSUMER. WE HAD CONSUMER CONFIDENCE TODAY ACTUALLY BOOSTED. SO WE SAW A STRONG REPORT THERE. THAT KIND OF GIVES ME A SENSE THAT MAYBE YOU'RE BANKING ON THE CONSUMER IN THOSE STOCKS AS WELL. >> SURE. LOOK, DELTA AIRLINES IS A NAME WE FEEL IS ALSO KI…

   AND YOU LIKE DELTA AIRLINES AND COSTCO, SO YOU'RE BETTING ON THE CONSUMER.

   Aller

   Contexte extrait par IA "CHERYL: AND YOU LIKE DELTA AIRLINES AND COSTCO, SO YOU'RE BETTING ON THE CONSUMER."