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Brenda Vingiello Talks Tech Vs. Value Stocks On CNBC


On CNBC's "Fast Money Halftime Report," Brenda Vingiello, CIO of Sand Hill Global Advisors, discussed the ongoing debate between tech and value stocks. 

As the world dives deeper into a pandemic, positive vaccine news is lifting the market. Because investors think a solution to the pandemic is nearing, the topic of rotating out of tech and into value has been increasingly common.

"You don't want to abandon tech names, but it does make sense to start adding more money to value stocks," said Vingiello. She mentioned Booking Holdings (NASDAQ: BKNG) and Boeing (NYSE: BA).

Brynn Talkington is more of the value side of the debate. He'd rather own Kinder Morgan (NYSE: KMI) than Peloton (NASDAQ: PTON) over the year, and rather own Apple (NASDAQ: AAPL) than Intel (NASDAQ: INTC).


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