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

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

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-9.04%
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2
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2 0
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Entry is the asset's closing price on the publication date. Current is the last close on record.

  1. 01 JBHT NASDAQ BUY -8.87%
    Entry $293.26 21 Jul 2026
    Current $267.25 06 Aug 2026
    Result −$26.01

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

    Context 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.

  2. 02 MU NASDAQ BUY -11.62%
    Entry $970.82 21 Jul 2026
    Current $858.03 07 Aug 2026
    Result −$112.79

    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 --

    Context 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 --

Full Transcript
IT HAS BEEN HAULING IN GAINS THIS YEAR, RACING AHEAD MORE THAN 30% YEAR TO DATE. SO IF YOU'RE LOOKING TO SHIFT GEARS, KEEP IN MIND THAT YEAR TO DATE THE DOW, NASDAQ, S&P AND RUSSELL AREN'T UP THAT MUCH. THERE COULD STILL BE PLENTY OF MILEAGE LEFT IN THE TRANSPORT TRADE 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 THEY MISS THE MOMENTUM PLAYS LIKE JB HUNT REQUEST WITH -- AND WHO ELSE? >> ACL IS A DIFFERENT STOCK YOU MIGHT WANT TO LOOK AT. THESE BREAKOUTS ARE STARTING TO SHIFT FROM A.I. TO DIFFERENT SEGMENTS OF THE MARKET, LOOK AT VBK, YOU TALK ABOUT THE RUSSELL? THOSE ARE STARTING TO BROADEN OUT. THAT MEANS WE'VE GOT A ROBUST BULL MARKET. LIZ: WELL, WHEN YOU START TO SEE THAT SORT OF EBBS A PANGS AWAY FROM FROM IF THOSE CORE -- EXPANSION AWAY FROM THOSE CORE NAME, WE HEARD THAT YEAR, YEAR AND A HALF AGO, AND THEN IT KIND OF PETERS OUT, AND IT GOES 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 YEAR, I'M VERY BULLISH. LIZ: ARE YOU WORRIED THE TRANSPORTS ARE SENSITIVE AND VULNERABLE TO OIL PRICES? WEST TEXAS ABOVE $84 A BARREL RIGHT NOW. >> IF IT'S MOVING UP THE WAY IT IS RIGHT NOW, IF WE GET A DROP IN THIS IRANIAN SITUATION, IT'S GOING TO HELP TRANSPORTATION IF WE GET A DROP IN OIL. I THINK HOLDING ON TO THAT TRADE AND TRANSPORT IS GREAT. BUT IT IS A GREAT SIGN THE ECONOMY'S DOING WELL

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