This is a 'GREAT SIGN' for the economy: Howard Capital Management CEO

Recommandations

L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

1. 01 MU NASDAQ ACHETER +5,87%
   Entrée $970,82 21 juil 2026

   Actuel $1 027,77 09 sept 2026

   Résultat +$56,95

   vs. indice +4,0% SPY +1,9% sur la même période

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   Contexte de la transcription source

   …ES BACK TO THE BIG CHIP NAMES AND HYPERSCALERS. YOU DON'T THINK THAT'S GOING TO HAPPEN AGAIN? >> NO, I DO, BUT I THINK THAT'S A WONDERFUL SEGMENT OF THE BULL MARKET. THAT MEANS YOU'RE TAKING PROFITS OFF SOMETHING TO THAT'S RUN REALLY HARD, YOU'RE SHIFTING INTO SOMETHING THAT'S MOVED UP, TAKING PROFITS, REROTATING IT INTO SOMETHING LIKE MICRON. THEY DROPPEDED OFF WITH GREAT EARNINGS LAST WEEK, AND IF YOU BOUGHT ON THAT DIP -- LIZ: OH, YOU'RE IN THE MONEY. >> YEAH. THINK ABOUT IT MORE THAN THIS, LIZ, IT'S NOT JUST TODAY BUT A YEAR FROM NOW, WHERE IT'S GOING TO BE A YEAR FROM NOW, IT'S GOING TO BE MUCH HIGHER. THE MARKET'S GOING TO BE AT 8,000 BY THE END OF THE Y…

   YOU'RE SHIFTING INTO SOMETHING THAT'S MOVED UP, TAKING PROFITS, REROTATING IT INTO SOMETHING LIKE MICRON. THEY DROPPEDED OFF WITH GREAT EARNINGS LAST WEEK, AND IF YOU BOUGHT ON THAT DIP --

   Aller

   Contexte extrait par IA NO, I DO, BUT I THINK THAT'S A WONDERFUL SEGMENT OF THE BULL MARKET. THAT MEANS YOU'RE TAKING PROFITS OFF SOMETHING TO THAT'S RUN REALLY HARD, YOU'RE SHIFTING INTO SOMETHING THAT'S MOVED UP, TAKING PROFITS, REROTATING IT INTO SOMETHING LIKE MICRON. THEY DROPPEDED OFF WITH GREAT EARNINGS LAST WEEK, AND IF YOU BOUGHT ON THAT DIP --

2. 02 JBHT NASDAQ ACHETER -8,68%
   Entrée $293,26 21 juil 2026

   Actuel $267,80 09 sept 2026

   Résultat −$25,46

   vs. indice −10,6% SPY +1,9% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …RADE OR SO OUR COUNTDOWN CLOSER SAYS. HE'S PULLING INTO THE STATION WITH TWO TRANSPORTATION PLAYS HE SAYS COULD HELP DRIVE RETURNS. VANCE HOWARD IS HERE. GREAT TO SEE YOU. >> GOOD TO SEE YOU. LIZ: OKAY, GIVE US THE NAMES RIGHT OFF THE BAT. >> J.B. HUNT, THE TRANSPORTATION SECTOR ETF IS DOING VERY WELL, IT'S USUALLY A GREAT SIGN THE ECONOMY'S DOING VERY WELL. LIZ: WELL, AT HOWARD CAPITAL WHEN YOU LOOK AT THE TRANSPORTATION NAMES, THEY'RE WHAT WE WOULD CALL SORT OF LESS LOVED, BORING WHEN IT COMES TO THAT PSYCHOLOGY OF WHAT PEOPLE ARE EXCITED ABOUT. THEY'RE LOOKING FOR BIG MOMENTUM PLAYS, AND TH…

   >> J.B. HUNT, THE TRANSPORTATION SECTOR ETF IS DOING VERY WELL, IT'S USUALLY A GREAT SIGN THE ECONOMY'S DOING VERY WELL.

   Aller

   Contexte extrait par IA HE'S PULLING INTO THE STATION WITH TWO TRANSPORTATION PLAYS HE SAYS COULD HELP DRIVE RETURNS. VANCE HOWARD IS HERE. GREAT TO SEE YOU. >> GOOD TO SEE YOU. LIZ: OKAY, GIVE US THE NAMES RIGHT OFF THE BAT. >> J.B. HUNT, THE TRANSPORTATION SECTOR ETF IS DOING VERY WELL, IT'S USUALLY A GREAT SIGN THE ECONOMY'S DOING VERY WELL.