Calls of the Day: First Solar, Live Nation, Estee Lauder, Ametek and Fedex
December 23, 2025 • 4m 6s
Scott Wapner (Host)
00:00.790
alright
welcome
back
let's
do
some
calls
of
the
day
first
solar
is
called
a
top
pick
today
at
mizuho
joe
you
on
the
stock
what
do
you
do
look
Joe Terranova (Chief Market Strategist)
00:08.590
at
that
reversal
in
the
stock
today
it's
now
down
six
percent
it
was
up
this
morning
up
yesterday
yesterday
was
up
on
the
back
of
the
deal
that
was
announced
between
alphabet
and
intersect
power
understand
intersect
is
a
customer
of
first
solar
so
they
should
benefit
there
as
Joe Terranova (Chief Market Strategist)
00:26.280
alphabet
moves
into
clean
energy
it's
a
recent
addition
to
the
ETF
for
us
so
it's
more
guilty
awaiting
to
prove
itself
innocent
it's
cheap
on
a
valuation
basis
it's
had
several
runs
over
the
last
seventeen
years
towards
three
hundred
dollars
and
failed
we'll
see
what
happens
Joe Terranova (Chief Market Strategist)
00:43.350
here
i
don't
like
today's
price
action
okay
Scott Wapner (Host)
00:45.550
yeah
down
six
percent
nice
year
obviously
as
you
said
live
nation
josh
top
pick
at
evercore
today
what
do
you
think
about
this
stock
moving
forward
Josh Brown (CEO)
00:54.710
look
i
i
think
this
is
a
crown
jewel
type
of
name
there
is
no
other
way
to
play
what
is
arguably
one
of
the
biggest
secular
trends
of
our
lifetime
we
thought
people
would
lose
interest
in
going
to
concerts
sometime
after
twenty
twenty
one
twenty
twenty
two
if
anything
it's
Josh Brown (CEO)
01:12.230
intensified
that
will
not
change
next
year
this
is
a
one
stop
shop
to
capture
it
Scott Wapner (Host)
01:18.070
steph
you
initially
bought
estee
lauder
on
the
sixteenth
you
added
more
just
two
days
later
yeah
the
target
today
to
a
hundred
bucks
at
jeffries
i
Stephanie Link (Chief Investment Strategist)
01:25.990
really
like
this
story
for
twenty
twenty
six
scott
i
really
think
this
turnaround
is
just
beginning
with
this
new
CEO
the
US
and
china
are
seeing
a
recovery
in
prestige
makeup
and
cosmetics
and
they
have
a
margin
rebuild
plan
as
well
so
i
think
if
they
can
get
the
execution
Stephanie Link (Chief Investment Strategist)
01:42.830
right
they've
got
the
products
and
they're
working
on
the
cost
cutting
side
so
i
really
like
the
setup
for
twenty
twenty
it's
notable
Scott Wapner (Host)
01:48.670
though
that
they
raised
the
target
to
only
a
hundred
bucks
stocks
at
a
hundred
seven
and
a
half
yeah
Stephanie Link (Chief Investment Strategist)
01:53.390
i
mean
i
think
it
goes
like
i
think
sounds
like
it's
like
Scott Wapner (Host)
01:55.470
a
maybe
they're
non
believers
i
Stephanie Link (Chief Investment Strategist)
01:57.710
think
it's
a
it's
a
show
me
story
scott
right
and
so
i
i
believe
i
like
what
the
program
is
it's
called
beauty
reimagined
strategy
that's
what
they're
calling
this
turnaround
and
you
know
this
the
CEO
has
been
at
the
company
for
such
a
long
time
and
he
knows
the
prestige
market
Stephanie Link (Chief Investment Strategist)
02:12.390
very
very
well
i
think
china
really
was
a
problem
for
them
in
terms
of
their
distribution
and
they're
fixing
all
of
this
and
so
i
think
it'll
be
a
slow
turn
but
i
think
it's
a
turn
Scott Wapner (Host)
02:21.990
OK
AME
is
a
record
high
today
M
tech
joe
that's
you
Joe Terranova (Chief Market Strategist)
02:25.950
industrial
name
in
the
right
place
as
it
relates
to
electrical
equipment
and
supplies
whether
it's
commercial
aerospace
or
utilities
itself
seem
really
strong
momentum
having
exposure
to
commercial
our
space
has
been
important
in
twenty
twenty
five
and
in
twenty
twenty
four
one
Joe Terranova (Chief Market Strategist)
02:42.230
of
the
names
we've
owned
over
the
last
several
years
has
been
how
men
how
many
how
many
has
been
it
really
really
strong
strong
tailwinds
but
amtech
continues
to
press
higher
it's
cheap
on
evaluations
basis
i
think
josh
has
it
in
best
stocks
in
the
market
correct
me
if
i'm
wrong
Joe Terranova (Chief Market Strategist)
02:56.510
but
i
think
it's
i
heard
him
mention
that
Scott Wapner (Host)
02:58.470
as
well
we
Josh Brown (CEO)
02:59.270
did
it
three
weeks
ago
i
mean
obvious
breakout
and
no
sellers
insight
Scott Wapner (Host)
03:04.110
i'm
sorry
i'm
sorry
you
talked
about
fedex
yesterday
i
bring
it
up
because
it
was
reiterated
by
a
deutsche
quite
ironically
they
say
one
of
the
most
inexpensive
names
in
our
coverage
posted
the
best
numbers
to
close
out
the
year
again
you
highlighted
it
yesterday
so
give
us
a
Scott Wapner (Host)
03:19.070
little
reminder
as
to
why
Josh Brown (CEO)
03:21.710
yeah
look
this
is
a
this
is
a
stock
that
i
was
surprised
to
see
it
on
the
best
stocks
in
the
market
list
because
they've
had
a
lot
of
the
same
challenges
at
UPS
but
there's
a
turn
around
happening
here
and
when
they
reported
last
week
i
think
that
was
solidified
in
the
minds
of
Josh Brown (CEO)
03:36.230
investors
i
mentioned
three
hundred
to
three
fifteen
as
an
area
that's
been
resistance
multiple
times
it's
going
to
make
another
run
at
that
i
think
this
time
she
gets
through
one
thing
to
keep
in
mind
is
that
in
june
they're
going
to
be
spinning
off
the
troubled
freight
Josh Brown (CEO)
03:51.800
division
into
its
own
publicly
traded
company
the
ticker
will
be
FDFX
and
a
lot
of
people
are
talking
FDX
F
and
a
lot
of
people
are
talking
about
that
as
a
moment
that
will
unlock
a
lot
of
shareholder
value
here
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