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.
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).