Final Trades: Vertex Pharma, Kimberly-Clark, S&P Global and Exxon Mobil

Watch on YouTube ↗  |  January 22, 2026 at 18:19  |  1:08  |  CNBC
Speakers
Jenny Harrington — CEO, Gilman Hill Asset Management
Jim Lebenthal — Partner, Cetera Investment Management
Stephanie Link — Chief Investment Strategist, Hightower
Josh Brown — CEO, Ritholtz Wealth Management

Summary

The CNBC Investment Committee's final-trades segment features four long stock ideas: Vertex Pharmaceuticals on chart momentum, Kimberly-Clark on an oversold setup with a 5% yield and fading Kenvue/Tylenol concerns, S&P Global on a debt and capital markets cycle pickup, and Exxon Mobil on a breakout the speaker remains long. The segment is brief and focuses on technical setups, catalysts, and market-cycle exposure rather than deep valuation work.

  • Final Trades segment includes four bullish stock picks from the Investment Committee.
  • Vertex Pharmaceuticals is favored after a roughly 30% recent gain and a constructive chart.
  • Kimberly-Clark is highlighted for its 5% yield, oversold condition, and fading Kenvue/Tylenol concerns.
  • S&P Global is expected to benefit from stronger debt issuance and capital markets activity.
  • Exxon Mobil is a continued long after breaking out and rising materially following prior mentions in November and December.
Ideas
Jenny Harrington CEO, Gilman Hill Asset Management 0:31
Vertex chart strong; uptrend likely continues.
Vertex Pharmaceuticals has a nice chart over the last few months, with the stock up about 30%, and the speaker expects the move to continue.
Jim Lebenthal Partner, Cetera Investment Management 0:38
Kimberly-Clark oversold, 5% yield, concerns fading.
Kimberly-Clark has a 5% yield, looks really oversold, and the market's concern over Kenvue and Tylenol is starting to fade out of the share price in a positive way.
Stephanie Link Chief Investment Strategist, Hightower 0:50
S&P Global benefits from capital markets pickup.
S&P Global should really benefit this year from a strong debt and capital market cycle pickup.
Josh Brown CEO, Ritholtz Wealth Management 0:59
Exxon breakout; remains long.
Exxon Mobil's breakout was highlighted as one of the best stocks in the market in November and again in December; the stock is now materially higher, and the speaker remains long.
Up Next

This CNBC video, published January 22, 2026, features Jenny Harrington, Jim Lebenthal, Stephanie Link, Josh Brown discussing VRTX, KMB, SPGI, XOM. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jenny Harrington, Jim Lebenthal, Stephanie Link, Josh Brown  · Tickers: VRTX, KMB, SPGI, XOM