Positioning for the Big Week 1/23/23
Scott Wapner and the Investment Committee debate how to position as we head into a big week of earnings and economic data. Plus, our Chart of the Day on Salesforce, Kari Firestone and Jim Lebenthal call in to discuss the activists piling into the company. And later, some Calls of the Day on big chip names like AMD and Qualcomm, the Investment Committee take their positions in the sector.
January 23, 202344m 2s
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Show Notes
Scott Wapner and the Investment Committee debate how to position as we head into a big week of earnings and economic data. Plus, our Chart of the Day on Salesforce, Kari Firestone and Jim Lebenthal call in to discuss the activists piling into the company. And later, some Calls of the Day on big chip names like AMD and Qualcomm, the Investment Committee take their positions in the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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