Final Trades: Morgan Stanley, Leidos Holdings, Enterprise Products and Amazon

Watch on YouTube ↗  |  January 08, 2026 at 18:27  |  0:44  |  CNBC
Speakers
Jim Lebenthal — Partner, Cetera Investment Management
Bill Baruch — Investment Committee Member

Summary

The segment features final trades from the CNBC Halftime Report investment committee. Jim Lebenthal expresses a bullish view on Morgan Stanley due to wealth management tailwinds, while Bill Baruch favors Leidos Holdings based on its chart and balance sheet. The host also previews an upcoming 3:00 discussion on the future of capitalism with Walter Isaacson and other guests.

  • Halftime Report panelists give final trade ideas.
  • Morgan Stanley is favored for wealth management tailwinds.
  • Leidos Holdings is favored for its chart and balance sheet.
  • Host previews a 3:00 segment on the future of capitalism.
  • Upcoming guests include Adam Parker, Chris Harvey, Doug Clinton, Torsten Slok, and Walter Isaacson.
  • The provided transcript is brief and ends before additional final trades.
Ideas
Jim Lebenthal Partner, Cetera Investment Management 0:31
Morgan Stanley has wealth management tailwinds
Morgan Stanley has great tailwinds in its wealth management business, supporting a bullish view.
Bill Baruch Investment Committee Member 0:35
Leidos chart and balance sheet look strong
Leidos Holdings has a chart that is almost as beautiful as its balance sheet, and the speaker bought more, watching for a move above 200.
Up Next

This CNBC video, published January 08, 2026, features Jim Lebenthal, Bill Baruch discussing MS, LDOS. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Lebenthal, Bill Baruch  · Tickers: MS, LDOS