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

Recommendations

Entry is the asset's closing price on the publication date. Current is the last close on record.

1. 01 JPM NYSE BUY +0.83%
   Entry $351.79 31 Jul 2026

   Current $354.71 09 Sep 2026

   Result +$2.92

   vs. index −1.2% SPY +2.1% over the same days

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   Surrounding source transcript

   … 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.

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2. 02 DAL NYSE BUY -9.94%
   Entry $87.44 31 Jul 2026

   Current $78.75 09 Sep 2026

   Result −$8.69

   vs. index −12.0% SPY +2.1% over the same days

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   Surrounding source transcript

   … 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.

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   AI-extracted context "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 BUY -5.18%
   Entry $951.89 31 Jul 2026

   Current $902.60 09 Sep 2026

   Result −$49.29

   vs. index −7.2% SPY +2.1% over the same days

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   Surrounding source transcript

   …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.

   Go

   AI-extracted context "CHERYL: AND YOU LIKE DELTA AIRLINES AND COSTCO, SO YOU'RE BETTING ON THE CONSUMER."