Final Trades: Capital One, UnitedHealth, Regeneron and Alibaba

Watch on YouTube ↗  |  January 12, 2026 at 18:30  |  1:18  |  CNBC
Speakers
Bryn Talkington — Managing Partner, Requisite Capital Management
Steve Weiss — Chief Investment Officer, Short Hills Capital Partners
Jim Lebenthal — Partner, Cetera Investment Management
Scott Wapner — Host, CNBC

Summary

The Investment Committee segment features final trades, with bullish calls on Capital One, UnitedHealth, and Regeneron. The host also previews a Rick Rieder interview about Fed chair prospects and criticism of the Federal Reserve. The title lists Alibaba as a fourth final trade, but the provided transcript ends before that discussion.

  • Host previews Rick Rieder interview on Fed chair and Fed criticism.
  • Bryn Talkington calls Capital One selloff overdone.
  • Steve Weiss sees UnitedHealth selloff as a buying opportunity.
  • Jim Lebenthal likes Regeneron long-term despite JPMorgan news.
  • Video title also lists Alibaba as a final trade.
  • Transcript is truncated before the Alibaba discussion.
Ideas
Bryn Talkington Managing Partner, Requisite Capital Management 0:51
Capital One selloff overdone; buy on growth
Capital One is down too much; she sees low probability that any adverse regulatory or political action gets done. She also cites founder/CEO Richard Fairbank as a rock star and expects revenue and earnings growth when the company reports this month.
Steve Weiss Chief Investment Officer, Short Hills Capital Partners 1:05
UnitedHealth Senate selloff is buying opportunity
UnitedHealth is down on news coming out of the Senate, but he views that news as old and believes the selloff creates an opportunity to buy the stock.
Jim Lebenthal Partner, Cetera Investment Management 1:13
Likes Regeneron long-term despite JPMorgan news
Regeneron is also down on JPMorgan news, but he likes the stock long-term.
Up Next

This CNBC video, published January 12, 2026, features Bryn Talkington, Steve Weiss, Jim Lebenthal discussing COF, UNH, REGN. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Bryn Talkington, Steve Weiss, Jim Lebenthal  · Tickers: COF, UNH, REGN