NEW YORK (TheStreet) -- "I don't think Twitter (TWTR) CEO Dick Costolo should be in the hot seat," Josh Brown, CEO and co-founder of Ritholtz Wealth Management, said in Thursday's segment of CNBC's "Fast Money Halftime" show.
The company is still young and is finding the best way to monetize its platform. Long-term investors shouldn't care about the quarter-to-quarters results, Brown reasoned. Instead, Cisco Systems' (CSCO) CEO John Chamber should be on the hot seat. The stock has underperformed its sector and its peers, he argued.
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Stephanie Link, chief investment officer of TheStreet and co-manager of the Action Alerts PLUS portfolio, agreed with Brown about Twitter. She added the company recently outlined its plan on how to grow revenues substantially over the long term. She likes the stock.
Twitter may be unique and may be a takeover candidate if the stock declines further, but it's far from cheap, argued Jon Najarian, co-founder of optionmonster.com and trademonster.com. The stock is overvalued until management can actually prove that some of its initiatives will result in increased revenue.
Is everyone forgetting about IBM (IBM) ? No -- Joseph Terranova, chief market strategist for Virtus Investment Partners, didn't forget, pointing out that CEO Ginni Rometty has failed to turn around the company thus far in her tenure. Management needs to get it together, and quick, he suggested.
All the C-suite blame wasn't reserve for tech stocks however, as Link turned to McDonald's (MCD) , saying CEO Don Thompson should be feeling the heat after the stock so drastically underperformed the S&P 500 (SPY) over the past 18 months. Menu items, quality and customer satisfaction can all be improved, she reasoned.
The conversation shifted to oil, as West Texas Intermediate crude oil declined to $75 per barrel. Consumers are expected to benefit from the lower gasoline prices, but the effect has yet to ding many corporate earnings results.