Latest news with #KevinSimpson
CNBC
2 days ago
- Business
- CNBC
Trade Tracker: Kevin Simpson buys more McDonald's, RTX, Altria and Hasbro
Kevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's "Halftime Report" to detail his latest portfolio moves.
CNBC
2 days ago
- Business
- CNBC
Trade Tracker: Kevin Simpson buys more Meta and sells Apple covered calls
Kevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's "Halftime Report" to detail his latest portfolio moves.
CNBC
3 days ago
- Business
- CNBC
Three picks from investor Kevin Simpson to capitalize on this market melt-up
(PRO Views are exclusive to PRO subscribers, giving them insight on the news of the day direct from a real investing pro. See the full discussion above.) As this stock market is ripping to records, Capital Wealth Planning's Kevin Simpson is keeping his cool, scooping up some value picks that will benefit as the rally broadens out, while deploying his tried-and-true options strategy to generate income. He's also playing along with one bull market leader — Meta — which he still puts in the value category despite its 33% gain this year. I spoke with Simpson, whose Morningstar five-star rated exchange-traded-fund offers smooth upward returns, on Wednesday as the Dow Jones Industrial average popped 400 points for a second day in a row following a tame-enough CPI report that sparked speculation multiple rate cuts from the Federal Reserve were just around the corner. "Markets are right now riding a rate-cut-environment wave that can continue and I think that the risk is missing the upside here over the short term," said Simpson, founder and chief executive officer at Capital Wealth, in the interview exclusive to PRO subscribers. Simpson, a regular on CNBC's " Halftime Report ," added to McDonald's and RTX (Raytheon) in the past week for their solid dividends and value profiles. "We're not looking at things that you're chasing. We're not going after the memes. We're looking for things that have a little bit of value," he said. MCD YTD mountain McDonald's YTD And he added to the Facebook parent this week too, which was his No. 1 pick going into the year. "We believe in it long term. We believe in the valuation," said Simpson. "The spend they are doing on AI is substantial, but I think at this stage if you're not spending on AI, you might be penalized longer term." META YTD mountain Meta, YTD Simpson also was writing covered calls in this frothy environment, which entails selling call options on a portion of the stocks you own at higher strike prices. The method allows you to collect the options premium from the sale to generate income. You do give up some of the upside because if the stock rises to that higher level, the shares can be called away from you. But it's a method he uses to generate smooth returns over time. His firm manages the Amplify CWP Enhanced Dividend Income ETF (DIVO) and the Amplify CWP Growth & Income ETF (QDVO) for investors and advisors who want Simpson to deploy the strategy for them instead of doing it on their own. (See the full discussion above.)
CNBC
08-08-2025
- Business
- CNBC
Trade Tracker: Kevin Simpson sells a covered call on Microsoft
Kevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's "Halftime Report" to detail his covered call trade on Microsoft.
Yahoo
28-07-2025
- Business
- Yahoo
Analyst Highlights ‘Game Changer' Catalyst for Eli Lilly (LLY)
Eli Lilly and Company (NYSE:LLY) is one of the . Talking about Morgan Stanley's bullish call on Eli Lilly and Company (NYSE:LLY), Kevin Simpson, Capital Wealth Planning founder and CIO, said that he agrees with the call and thinks the company's GLP-1 oral medication Orforglipron could be a 'game changer.' 'The catalyst, Frank, is if they can deliver an oral drug. And I believe that they will. This ORFO would be a game-changer 100%. If their orals are as effective or almost as effective as the injectables, then this is a catalyst and I couldn't agree more with the call.' Macquarie Large Cap Growth Fund stated the following regarding Eli Lilly and Company (NYSE:LLY) in its Q1 2025 investor letter: 'The largest individual detractors from performance relative to the benchmark were not owning Meta Platforms, not owning Eli Lilly and Company (NYSE:LLY), and our position in Electronic Arts Inc. Eli Lilly stock recovered following a period of volatility in the second half of 2024 as investors digested the possibility of competition, sustained compliance for patients taking its weight-loss therapy, and side effects, among other threats that the valuation hadn't reflected. The stock recovered some value in 1Q25, but we continue to be on the sidelines.' Image by Sergei Tokmakov from Pixabay While we acknowledge the potential of LLY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
