Final Trades: Taiwan Semi, Amazon, Morgan Stanley and Conagra
Speakers
Jim Lebenthal
— Partner, Cetera Investment Management
Stephanie Link
— Chief Investment Strategist, Hightower
Summary
The video features CNBC's Investment Committee giving final trades. The transcript covers Morgan Stanley as a play on continued M&A activity and Conagra as a consumer staples opportunity with a high dividend yield. The title also lists Taiwan Semi and Amazon, but those are not discussed in the provided transcript.
- Investment Committee gives final trades for the trading session.
- Morgan Stanley is highlighted for its role in large M&A transactions.
- The speaker expects M&A activity to continue this year.
- Conagra is cited as a consumer staples underperformer with changing sentiment.
- Conagra's 8.1% dividend yield is noted as attractive.
- Taiwan Semi and Amazon are listed in the title but not covered in the transcript.
Ideas
M&A rebound supports Morgan Stanley.
Just about every big M&A transaction in 2025 has included Morgan Stanley, Goldman Sachs, or JPMorgan, and the speaker expects this M&A activity to continue this year. This positions Morgan Stanley as a beneficiary of continued deal-making.
Conagra offers high yield opportunity.
Consumer staples have been huge underperformers this year, but the speaker sees the drumbeat starting to change, with articles pointing to opportunity. Conagra is particularly interesting because of its 8.1% dividend yield.
Up Next
This CNBC video, published January 02, 2026, features Jim Lebenthal, Stephanie Link discussing MS, CAG. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Lebenthal, Stephanie Link · Tickers: MS, CAG