On CNBC’s “Halftime Report Final Trades,” Josh Brown of Ritholtz Wealth Management said Invitation Homes Inc INVH had reached a record high earlier this week.
“The stock is up 48% on the year, not including dividends, a phenomenal winner,” Brown said. “It’s going higher."
Bryn Talkington of Requisite Capital Management named Viper Energy Partners LP VNOM as her pick.
“They had a distribution yield in the 6s this year,” Talkington mentioned. Their distribution yield could climb to 8% to 8.5% in 2022, she said, adding that the stock is a “high quality, smaller name.”
Karen Firestone of Aureus Asset Management cited Meta Platforms Inc FB as her top pick, while James Lebenthal of Cerity Partners named CVS Health Corp CVS.
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