Final Trades: Baker Hughes, Honda Motor, Wells Fargo and the KRE

Watch on YouTube ↗  |  January 16, 2026 at 18:26  |  1:03  |  CNBC
Speakers
Josh Brown — CEO, Ritholtz Wealth Management
Jim Lebenthal — Partner, Cetera Investment Management
Jenny Harrington — CEO, Gilman Hill Asset Management
Stephanie Link — Chief Investment Strategist, Hightower

Summary

The CNBC Investment Committee members present their final trades. Josh Brown highlights Baker Hughes, Jenny Harrington picks Honda Motor, and Stephanie Link favors Wells Fargo while also expressing a positive view on financials and big banks. Jim Lebenthal likes regional banks (KRE) due to a steepening yield curve and strengthening loan demand.

  • Josh Brown names Baker Hughes as a final trade.
  • Jim Lebenthal likes regional banks (KRE) on a steepening yield curve and loan demand.
  • Jenny Harrington picks Honda Motor, citing its dividend yield, low valuation, and motorcycle business.
  • Stephanie Link is positive on financials and the big six banks.
  • Stephanie Link names Wells Fargo as a buy, expecting asset cap relief in 2026 and market share gains.
Ideas
Josh Brown CEO, Ritholtz Wealth Management 0:13
Baker Hughes final trade, bullish.
Josh Brown names Baker Hughes as a final trade, likely reiterating a previously discussed bullish view. The transcript only captures the start of his remarks, so the full rationale is not available.
BKR LOW
Jim Lebenthal Partner, Cetera Investment Management 0:33
Yield curve steepening supports regional banks.
The yield curve continues to steepen and loan demand is strengthening, so he likes regional banks here.
KRE MED
Jenny Harrington CEO, Gilman Hill Asset Management 0:39
Honda cheap, high yield, motorcycles dominant.
Honda offers a 4.3% dividend yield, trades at nine times earnings, and has a dominant position in the high-margin global motorcycle business.
HMC MED
Stephanie Link Chief Investment Strategist, Hightower 0:48
Financials look good, big banks strong.
She likes what she sees in financials today, noting the big six banks are all green and all the quarters were good.
XLF MED
Stephanie Link Chief Investment Strategist, Hightower 0:54
Wells Fargo asset cap lift, buy.
Wells Fargo has a new beginning with the asset cap lifting for 2026. She expects them to take market share and says you got to buy it here.
WFC HIGH
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This CNBC video, published January 16, 2026, features Josh Brown, Jim Lebenthal, Jenny Harrington, Stephanie Link discussing BKR, KRE, HMC, XLF, WFC. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Josh Brown, Jim Lebenthal, Jenny Harrington, Stephanie Link  · Tickers: BKR, KRE, HMC, XLF, WFC