Oracle, MasTec, Alaska Air and This ETF: CNBC's 'Final Trades'
Portfolio Pulse from Lisa Levin
CNBC's 'Halftime Report Final Trades' featured recommendations for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), Oracle Corporation (ORCL), Alaska Air Group (ALK), and MasTec, Inc. (MTZ). Oracle recently cut jobs and positions in its health unit, while Alaska Airlines announced a partnership with CLEAR. MasTec posted positive Q1 results but lowered its FY23 earnings outlook.
June 23, 2023 | 12:04 pm
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POSITIVE IMPACT
Jim Lebenthal of Cerity Partners picked Alaska Air Group (ALK) after the company announced a partnership with CLEAR to make travel easier and more secure for mileage plan members.
The partnership between Alaska Airlines and CLEAR is a positive development for the company, as it aims to improve the travel experience for its mileage plan members. This news may have a positive short-term impact on ALK's stock price.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 75
NEUTRAL IMPACT
Bryn Talkington of Requisite Capital Management recommended JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as her final trade.
The recommendation of JEPQ by Bryn Talkington is a positive sign, but there is no specific news or event mentioned in the article that would directly impact the ETF's short-term price.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
Bill Baruch of Blue Line Futures named MasTec, Inc. (MTZ) as his final trade, despite the company posting upbeat Q1 results but lowering its FY23 earnings outlook.
While MasTec posted positive Q1 results, the company lowered its FY23 earnings outlook, which may have a mixed impact on the stock price in the short term. Bill Baruch's recommendation suggests that the positive Q1 results may outweigh the lowered outlook.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 75
NEUTRAL IMPACT
Joshua Brown of Ritholtz Wealth Management is staying long on Oracle Corporation (ORCL) despite the company cutting jobs and positions in its health unit.
Although Oracle has cut jobs and positions in its health unit, Joshua Brown's long position recommendation suggests that the company's overall performance and AI buzz may outweigh the negative news in the short term.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 75