Josh Brown's "Best Stocks in the Market"

Watch on YouTube ↗  |  January 13, 2026 at 18:14  |  3:35  |  CNBC
Speakers
Josh Brown — CEO, Ritholtz Wealth Management
Jim Lebenthal — Partner, Cetera Investment Management
Stephanie Link — Chief Investment Strategist, Hightower
Scott Wapner — Host, CNBC

Summary

Josh Brown presents his Best Stocks in the Market materials ideas, highlighting Martin Marietta and Vulcan Materials as better chart setups and putting CRH on watch. Jim Lebenthal argues CRH is a stellar long-term holding due to scale and valuation. The panel then discusses gold, silver, and copper, with Stephanie Link holding Newmont and Jim Lebenthal preferring copper. The conversation ends with a discussion of silver's industrial demand.

  • Josh Brown spotlights materials stocks, naming Martin Marietta (MLM), Vulcan Materials (VMC), and CRH.
  • Brown prefers MLM and VMC as they break out above highs with RSI not overbought and low ownership.
  • Brown puts CRH on watch near its 50-day moving average but says MLM and VMC are better setups.
  • Jim Lebenthal calls CRH a stellar long-term holding, citing a 20x forward multiple and scale advantages.
  • Stephanie Link says she owns Newmont, bought in April at $52, and recently exited GLD, calling that a mistake.
  • Jim Lebenthal says he prefers copper over gold.
  • The panel discusses silver's industrial demand and trading difficulties, with Josh Brown saying he lost money trading silver.
Ideas
Josh Brown CEO, Ritholtz Wealth Management 0:41
Materials names breaking out, not yet discovered.
Materials stocks tied to cement, ready-mix concrete, aggregates, and asphalt are not heavily owned. Martin Marietta and Vulcan Materials are blue-chip names with roughly $40 billion market caps, their charts look identical and are breaking out above prior highs, RSI is not yet overbought, and they have not really been discovered yet. He would stay with those two.
MLM VMC HIGH
Josh Brown CEO, Ritholtz Wealth Management 1:17
CRH may consolidate; watch 50-day support.
CRH has already made a big move and may consolidate for a while. He wants it on people's radar because the 50-day moving average has been serving as support; if taking it as a trade, that is where he would stop out. However, he thinks MLM and VMC are better setups.
CRH MED
Jim Lebenthal Partner, Cetera Investment Management 1:53
CRH is cheap, scaled long-term holding.
CRH is a stellar long-term holding and the name to own for materials exposure. Vulcan and Martin Marietta trade at 30x forward earnings while CRH trades at 20x. CRH's market cap is twice that of each of Vulcan and Martin Marietta, and scale matters in this industry because distributing heavy materials like concrete and aggregates allows fixed costs to be spread over a bigger company. Its long-term track record has crushed the S&P.
CRH HIGH
Stephanie Link Chief Investment Strategist, Hightower 2:41
Owns Newmont, bought April at $52.
She owns Newmont and says she bought it in April at $52; she still holds the position. She recently exited GLD and called that exit a mistake, and she clarifies she does not own gold outright.
NEM LOW
Jim Lebenthal Partner, Cetera Investment Management 3:03
Prefers copper over gold.
He prefers copper over gold as the metals exposure.
COPPER LOW
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This CNBC video, published January 13, 2026, features Josh Brown, Jim Lebenthal, Stephanie Link discussing MLM, VMC, CRH, NEM, COPPER. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Josh Brown, Jim Lebenthal, Stephanie Link  · Tickers: MLM, VMC, CRH, NEM, COPPER