Finding HALO Companies in a Jittery Market, Bull Case for AMZN on Tariffs

Jed Ellerbroek highlights Comfort Systems (FIX) earnings as a sign that AI spending remains “feverish.” His top picks include Amazon (AMZN), which he thinks will benefit from tariffs being struck down on the retail side while their tech side remains strong. HALO, or heavy assets low obsolescence companies, are what investors are looking for in a jittery market. Jed explains how he’s sorting winners from losers in the software sector.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

Fler avsnitt av Schwab Network