Final Trades: Netflix, Nvidia, Lockheed Martin, and Freeport-McMoRan Stock Picks
CNBC TelevisionDecember 5, 20251 min8,809 views
5 connections·6 entities in this video→Stock Sale: WPP
- 📉 Jenny Harrington discusses her sale of WPP due to a violation of her investment thesis and underperformance compared to peers.
- 💰 The sale also allowed for realizing a significant tax loss within the portfolio.
Market Overview
- 📊 The market is showing signs of recovery, with the Russell index turning green after being in negative territory.
- ⚠️ Despite some positive movement, the major indices are still trading in the red, reflecting recent volatility.
Final Trade Picks
- 📈 Josh Brown favors Netflix, citing its positive price action today.
- 💡 Malcolm recommends Nvidia, emphasizing a focus on receivables versus inventories.
- ✈️ Farmer Jim selects Lockheed Martin, highlighting the F-35 as the premier jet currently available.
- 💰 Jenny Harrington points to Freeport-McMoRan, noting its attractive valuation with a 10% free cash flow yield and trading at 13 times earnings.
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Transcript7 segments
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What’s Discussed
NetflixNvidiaLockheed MartinFreeport-McMoRanWPPStock MarketInvestment ThesisTax LossPrice ActionReceivablesInventoriesF-35Free Cash Flow YieldEarnings
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