CNBC Television
Opening Bell: November 5, 2025
11/5/2025, 3:43:05 PM
Economic Summary
- HP Inc. (HPQ) is marking its 10th anniversary as a standalone company; a corporate milestone noted without explicit valuation commentary.
- Henry Schein (HSIC) celebrated its 30th anniversary and was described as a methodical, steady operator; the stock was reported to be up (about six) recently, implying stable performance.
- Market/technical note: BTIG says many names haven’t returned to their 50-day moving averages since April; revisiting that level would imply prices near $66.50, highlighting technical weakness. The speaker also recommended owning companies trading around 14x earnings with good dividends (reference to Brian Moynihan/BAC).
Bullish
- BAC trading around 14x earnings with a reliable dividend and growth.
- HSIC (Henry Schein) described as methodical, shares recently rallied.
Bearish
- BTIG expects a dip; stocks haven't reclaimed the 50-day moving average since April.
- A revisit to the April 50-day would imply a drop to roughly $66.50.
Bullish tickers
BACHSIC
Bearish tickers
BTIG
HPQ
Bullish
Mentioned celebrating its 10th anniversary as a standalone company; no explicit buy/sell case provided.
HSIC
Bullish
Called a methodical, good company; shares were reported up about six recently.
BAC
Bullish
Described as attractive at roughly 14x earnings with a good dividend and compounding growth; recommended to own.
BTIG
Bearish
Says it's looking for a dip; notes stocks haven't returned to the 50-day since April and referenced ~$66.50.
People mentioned
Brian MoynihanJimDavid