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☆ Here are the portfolio's top 5 performers in a record-setting week for stocks
▼ + stars: | 2024-05-18 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

We trimmed our positions shares in Morgan Stanley and Palo Alto Networks on Wednesday and Thursay, respectively, after nice moves higher for both stocks. Here's a closer look at what drove the moves in the portfolio's top five stocks this week. PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance Palo Alto Networks came in No. Palo Alto has been a sizable outperformer since early April, which factored into our trim Thursday. DHR YTD mountain Danaher (DHR) year-to-date performance Danaher advanced 4.9% in the week to secure a second-place finish.

Persons: Morgan Stanley, Estee Lauder, Rainer Blair, OpenAI, Jim Cramer's, Jim Cramer, Jim, Brendan McDermid Organizations: Dow Jones, Nasdaq, Club, Palo Alto Networks, IBM, Palo Alto, Bank of America, Broadcom, Google, . Management, Wall Street, Apple, CNBC, Traders, New York Stock Exchange Locations: Thursay, China, Palo, Palo Alto, New York City, U.S

☆ It's no surprise to see Amazon shares lower after cloud CEO shakeup
▼ + stars: | 2024-05-14 | by ( Morgan Chittum | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. However, Jim Cramer argued that a negative revision to the March PPI offset the price pressures in Tuesday's print. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jim, It's, Adam Selipsky, Selipsky, Matt Garman, Jim Cramer's Organizations: CNBC, Federal Reserve, GameStop, Bank of America, Amazon, Amazon Web Services, Club

☆ Here are the portfolio's top 5 performing stocks since the March Monthly Meeting
▼ + stars: | 2024-04-24 | by ( Morgan Chittum | ) www.cnbc.com time to read: +7 min

Stocks hit a rough patch after the Club's March Monthly Meeting as Wall Street grappled with increasing odds of higher-for-longer interest rates. Here are our five top-performing stocks since the March Monthly Meeting. WFC YTD mountain Wells Fargo (WFC) year-to-date performance Wells Fargo led the way, with shares jumping 5.8% over the period. GOOGL YTD mountain Alphabet (GOOGL) year-to-date performance Alphabet stock rose 4.9% since the March Monthly Meeting, placing the Google parent in second place on the gainers list. EL YTD mountain Estee Lauder (EL) year-to-date performance Estee Lauder stock added 2.7% since the March Monthly Meeting, occupying the fourth spot on our list.

Persons: Stocks, Wells Fargo, Jim Cramer, Wells, Jim, he's, Lauder, Estee Lauder, Estee, Fabrizio Freda, Freda, Jim Cramer's, Dow, Spencer Platt Organizations: Dow Jones, Nasdaq, Club, Google, Big Tech, Palo Alto Networks, Bank of America, Citigroup, CNBC, Traders, New York Stock Exchange, Getty Locations: Wells, buybacks, Palo, Alto, New York City

☆ Jim Cramer looks at what Disney CEO Bob Iger is doing well and what he needs to work on post-Peltz
▼ + stars: | 2024-04-23 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Jim Cramer said Tuesday that Danaher could rally Wednesday, too, as bears on the stock jump in. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Danaher, Wells Fargo, Bob Iger, Nelson, Jim, Jim Cramer's Organizations: CNBC, Nasdaq, Disney, Parks, Netflix

☆ Danaher shares jump 7% as the turnaround in biotech spending finally arrives
▼ + stars: | 2024-04-23 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Shares of Danaher popped more than 7% on Tuesday after the life sciences company delivered beats across its three main businesses — a sign the long-awaited turnaround in the biotech industry is finally here. Danaher Why we own it : Danaher is a best-in-class life sciences and diagnostics company, with a management team who have proven time and again their ability to find new ways to grow. The turnaround is now in effect, with bioprocessing orders up on a sequential basis. Within the segment, bioprocessing sales fell a "high teens" percentage, while discovery and medical declined 20% year over year. Diagnostics sales advanced 7.5% on a core basis to $2.53 billion.

Persons: Danaher, Blair, Beckman Coulter, Jim Cramer's, Jim Cramer, Jim, Igor Golovnov Organizations: LSEG, Bloomberg, Biotechnology, Management, CNBC, Getty Locations: bioprocessing, China, North America, Europe

☆ 6 portfolio stock earnings and the Fed's favorite inflation gauge dominate the week ahead
▼ + stars: | 2024-04-20 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

The Nasdaq sank 2% on Friday as Netflix dropped nearly 11% post-earnings and Club stock Nvidia fell 10%, entering bear market territory but still up more than 50% in 2024. Following a much stronger-than-expected March retail sales report last month, fresh economic data and six Club stock earnings will take center stage in the week ahead. While lower rates may help stock multiples, that is not a sustainable path to higher equity prices over time. Earnings : The latest quarterly reporting season is starting to ramp into high gear with six Club names set to report next week. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Dow, Jerome Powell, Jim Cramer, Mark, Meta, Bing, Ford, Vimal, Lockheed Martin, Clark, Philip Morris, Sherwin, Williams, Baker Hughes, Lam, Northrop, Dr Pepper, CARR, Edwards Lifesciences, Jim Cramer's, Jim, Michael M Organizations: Nasdaq, Netflix, Nvidia, Dow Jones, Federal, Fed, Hamas, Gross, Google, Reality Labs, General Motors, Honeywell, Microsoft, Verizon Communications, Albertsons Companies, SAP, Cadence Design Systems, United Parcel Service, General Electric, GE, PepsiCo, Lockheed, Spotify Technology, RTX Corporation, JetBlue Airways, Halliburton, HAL, Philip Morris International, Quest Diagnostics, Texas Instruments, Seagate Technology, Mattel, Veralto Corporation, Boeing, General Dynamics, Boston, Hilton, Fisher, Otis Worldwide, IBM, Grill, Viking Therapeutics, Lam Research, Whirlpool, WM, Honeywell International, Royal Caribbean Cruises, American Airlines, Altria, Newmont, Caterpillar, Southwest Airlines, Myers Squibb, AstraZeneca, Mobileye, Northrop Grumman, CNBC, Comcast, Merck, Dow Inc, Carrier Global, Union Pacific, Intel, Western, Mobile, L3Harris Technologies, Exxon Mobil, Chevron, Colgate, Palmolive, HCA Healthcare, Charter Communications, Newell Brands, Jim Cramer's Charitable, Traders, New York Stock Exchange, Santiago, Getty Locations: Israel, Iran, Ukraine, destocking, China, Cleveland, Freeport, McMoRan, Kimberly, Masco, Bristol, New York City

☆ This little-known stock is one of the few making new highs. The charts signal it can keep going
▼ + stars: | 2024-04-17 | by ( Frank Cappelleri | ) www.cnbc.com time to read: +3 min

On Tuesday, 267 S & P 500 stocks made new 20-day lows. Only one S & P 500 component made a new 20-day high. As is clear, the stock has broken out of one bullish pattern (blue) and is trying to trigger another one (green). Lastly, VLTO's former parent company, DHR, has underperformed both the S & P 500 and the industrials sector since it topped in 2021. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.

Persons: it's, VLTO, It's, Frank Cappelleri

☆ Cramer gives the portfolio's core holdings a makeover — 4 are booted, 6 are added including a trio of tech giants
▼ + stars: | 2024-02-28 | by ( Morgan Chittum | ) www.cnbc.com time to read: +12 min

COST 5Y mountain Costco's stock performance over the past five years. DHR 5Y mountain Danaher's stock performance over the past five years. ETN 5Y mountain Eaton Corp.'s stock performance over the past five years. "The megatrends are real serious, and [Eaton] is a real serious company," Jim said. TJX 5Y mountain TJX Companies' stock performance over the past five years.

Persons: Jim Cramer, Jeff Marks, Morgan Stanley, Wall, Beijing's, Jim, Eaton, Linde, Lilly's, Eli Lilly, We've, Zepbound, Mark Zuckerberg's, Mark Zuckerberg, OpenAI, Copilot, management's, Nvidia, TJ Maxx, TikTok, Gen Zers, TJX, Jim Cramer's, Satya Narayana Nadella, Lucas Jackson Organizations: GE Healthcare, Meta, Microsoft, Johnson, Natural Resources, Starbucks, Apple, Apple Music, Services, Amazon, Amazon Web Services, Prime, Costco, Danaher, Eaton Corp, Investors, GE, LIN, Novo Nordisk's Wegovy, Novo Nordisk, Management, Nvidia, TJX Companies, Marshalls, CNBC Locations: Eaton, China, Manhattan, New York City

☆ Wall Street sees a better backdrop for IPOs. Great news for these 2 portfolio stocks
▼ + stars: | 2024-02-12 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Wall Street is forecasting a better backdrop for companies that want to go public. While lower rates can stoke the IPO market, fewer rate cuts because the economy remains strong with cooling inflation should still be viewed as favorable. The IPO market and mergers and acquisitions (M & A) activity started to sour when the Fed began hiking interest rates back in March 2022. A strong IPO market overall is expected to also benefit burgeoning biotechnology firms, which would mean more business for Danaher. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: That's, Goldman Sachs, Goldman, Morgan Stanley, Danaher, Morgan, Morgan Stanley didn't, Ted Pick's, Jim Cramer, Morgan Stanley's, Raymond James, —, Jim Cramer's, Jim, Brendan Mcdermid Organizations: Federal, stoke, UST, Goldman, Fed, Companies, IB, Danaher, Biotech, Silicon Valley Bank, CNBC, Traders, New York Stock Exchange Locations: U.S, Silicon

☆ Danaher shares hit a 1-year high after earnings and we're increasing our price target
▼ + stars: | 2024-01-30 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

DHR 1Y mountain Danaher 1 year Shares of Danaher rose as much as 5% to a 52-week high of $245.40 each. Core sales, not shown on the table, were down 22.5%. Core sales were down 4% year over year as strength from academic and life science research customers was more than offset by weakness from pharma and biopharma customers. Core sales fell about the same as strength in clinical diagnostics, driven by Beckman Coulter Diagnostics was more than offset by lower respiratory revenue at Cepheid. In this photo illustration, Danaher Corporation logo is seen displayed on a smartphone and PC screen.

Persons: we've, Danaher, Beckman Coulter, Jim Cramer's, Jim Cramer, Jim, Pavlo Gonchar Organizations: Revenue, LSEG, JPMorgan Healthcare, Sciences, Diagnostics, Biotechnology, Management, pharma, Beckman Coulter Diagnostics, CNBC, Getty Locations: Danaher, China, Biotechnology, North America, Europe, Asia, Pacific, Cepheid

☆ Wall Street issues a bullish call on big banks. Here's what it says about our financial stocks
▼ + stars: | 2024-01-30 | by ( Morgan Chittum | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Jim Cramer said investors should watch what Microsoft has to say about the monetization of its generative artificial intelligence offerings. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jim, we're, Morgan Stanley, Morgan, Jim Cramer's Organizations: CNBC, Big Tech, Microsoft, Management, Fed, Wall Locations: U.S, Basel, Wells, IPOs

☆ 10 of our stocks report earnings next week. Here's what we want to see from each
▼ + stars: | 2024-01-27 | by ( Zev Fima | ) www.cnbc.com time to read: +16 min

All three major averages posted gains for the third consecutive week, lifted by solid quarterly earnings and positive economic data. Earnings season ramps up next week, with five of the Super Six mega-cap stocks delivering results. Employment numbers are the most important economic data, with Friday's January nonfarm payrolls report carrying the most weight. The January ISM Manufacturing report on Thursday and December's factory orders report Friday are expected to show the sector still in contraction mode. But earnings and commentary this week from peer Sartorious made us encouraged about a return to growth in 2024.

Persons: nonfarm, December's, Sartorious, We've, Stanley Black, Decker, We're, We'd, Royal Philips, Crane, Woodward, ServisFirst, Cadence Bancorporation, CADE, Johnson, Phillips, Avery Dennison, Columbus McKinnon, Robinson, SIRI, Cardinal Health, Parker, DOV, Pitney Bowes, Ferrari N.V, CSW, COLM, W.W, Grainger, Dwight Co, Jim Cramer's, Jim Cramer, Jim, Tim Cook, Justin Sullivan Organizations: Gross, Procter, Gamble, Gillette, Super, Consumer, JPM Healthcare, Amazon, Microsoft, Honeywell, Aerospace, Solutions, Apple Watch, Masimo, Vision Pro, Franklin Resources, Resource Partners, Bank of Marin Bancorp, Bank7 Corp, Pacific Premier Bancorp Inc, Provident Financial Holdings, Dynex, Cliffs Inc, Nucor Corp, Whirlpool Corp, F5 Networks, Capital Southwest Corp, Harbors Investment Corp, Crane Co, Payne, Equity, Heartland Financial, Cadence, FinWise Bancorp, Five Star Bancorp, PotlatchDeltic Corporation, Sanmina Corporation, Pfizer, General Motors Corp, United Parcel Service, JetBlue Airways Corporation, Smith Corp, Marathon Petroleum Corp, HCA Healthcare, Oshkosh Corporation, SYSCO Corp, Danaher Corp, Johnson Controls, M.D.C . Holdings, Commvault Systems Inc, Hope Bancorp, Hubbell Incorporated, Malibu Boats, Polaris Industries, Inc, Camden National Corp, Cambridge Bancorp, Microsoft Corp, Starbucks Corp, Devices, Electronic Arts Inc, Juniper Networks, Stryker Corp, Lending, Canadian, Canadian Pacific Kansas City Limited, Mondelez, Chubb Corporation, Modine Manufacturing, Partners, Management, Hawaiian Holdings, Manhattan Associates, Unum Group, UNM, Axos, Enova, Boston Properties, Boeing Co, Novo Nordisk, Mastercard Inc, Roper Technologies, Boston Scientific Corporation, MarketAxess Holdings, Fisher, Aptiv PLC, Hess Corp, Nasdaq, United Microelectronics Corp, Rockwell Automation, Teva Pharmaceutical Industries, Ltd, Avery, Avery Dennison Corp, Extreme Networks, Otis Worldwide Corporation, OTIS, Columbus, Columbus McKinnon Corp, Central Pacific Financial Corp, Brinker International, Fortive Corporation, Qualcomm, Technology, Metlife, Hanover Insurance, Barn Holdings, CONMED Corporation, DLH Holdings Corp, Meritage Homes Corporation, Honeywell International, Eaton Corp, Altria, Royal Caribbean Cruises Ltd, Merck, Co, Enterprise Products Partners, Dorian LPG, SiriusXM Holdings, Cardinal, Hannifin Corporation, Allegheny Technologies Incorporated, Tractor Supply Company, Trane Technologies, Dover Corp, Huntington Ingalls Industries, Brunswick Corporation, Dickinson, Canada Goose Holdings, Kirby Corp, WEC Energy Group, WestRock Company, Allegro MicroSystems, Ball Corporation, Broadridge Financial, BrightSphere Investment Group, CMS Energy Corp, Lancaster Colony Corp, Rogers Communications Inc, Sanofi, Apple, Atlassian Corporation, United States Steel Corp, Corp, Adtalem Global, Homes, DXC Technology Company, Eastman Chemical Company, Gen, Post Holdings, America, Columbia Sportswear Company, Exxon Mobil Corp, Chevron Corporation, Myers Squibb Co, CIGNA Corp, Regeneron Pharmaceuticals, Charter Communications, AON, Cboe, Dwight, Banco Santander, Jim Cramer's Charitable, CNBC, Apple Vision, Getty Locations: China, East, United States, Europe, Cleveland, Alexandria, California, Corning, Canadian Pacific, Teradyne, TER, Novo, Hanover, PBI, Skechers U.S.A, Bristol, Chile

☆ Our life sciences name jumps on a rival's good fortune. What to expect from next week's earnings
▼ + stars: | 2024-01-26 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Jim Cramer still predicts an economic soft landing but said Friday that Fed Chair Jerome Powell should not cut interest rates in March. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jerome Powell, Powell, Jim, Sartorius, Management's, Evercore, Jim Cramer's Organizations: CNBC, Intel, Nasdaq, Club, Palo Alto Networks, Evercore ISI, Alto, Palo Alto

☆ Here are Wednesday's biggest analyst calls: Apple, Netflix, Nvidia, Uber, Tesla, Microsoft, Amazon & more
▼ + stars: | 2024-01-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Wednesday's biggest calls on Wall Street: Citi reiterates Chipotle as buy Citi raised its price target on Chipotle to $2,699 per share from $2,292. "We are launching coverage of NKLA with an Outperform rating and a $2 price target." Polestar : On a Road to Nowhere - Initiating Coverage with a target price of $1.15, Underperform." Citi upgrades Sunoco to buy from neutral Citi said the oil and gas company is "compelling." Citi reiterates Microsoft as buy Citi raised its price target on the stock to $470 per share from $432 and said "ramping GenAI should keep growth accelerating."

Persons: Chipotle, Daiwa, Wells, Morgan Stanley, it's, Baird, Nikola, Bernstein, Biogen, Webster, Redburn, Tesla, Apple, Morgan Stanley downgrades PagerDuty, Gordon Haskett downgrades Uber, Gordon Haskett, Oppenheimer, PulteGroup, Wolfe Organizations: Citi, Verizon, Netflix, Amazon, EV, Devices, AMD, UBS, Apple, Uber, Deutsche Bank, Deutsche, Barclays downgrades, Barclays, Microsoft, BMO, HSBC, Stellantis, Entertainment, Nvidia, Wolfe Alpha, Valero, Phillips Locations: H1'24, Nowhere, China

☆ Everything you need know about DuPont's earnings warning and our price target change on the stock
▼ + stars: | 2024-01-24 | by ( Jim Cramer | ) www.cnbc.com time to read: +6 min

DuPont preannounced disappointing earnings results before the opening bell Wednesday, sending the stock down roughly 13%. Operating fourth-quarter EBITDA (earnings before interest, taxes, depreciation, and amortization) is expected to be about $715 million, operating cash flow about $640 million, and adjusted free cash flow is expected to be about $500 million. That compares to estimates, according to FactSet, of $746 million, $573 million and $447 million, respectively. These forecasts represent across-the-board misses versus Street expectations for sales of $3.04 billion, operating EBITDA of $751 million, and earnings of 88 cents per share. Given the slower recovery and impact on 2024 earnings, we are reducing our DuPont price target to $78 per share from $85.

Persons: We're, That's, destocking, it's, Dupont, Patience, Danaher, Jim Cramer's, Jim Cramer, Jim, Jeff Fusco Organizations: DuPont, LSEG, Caterpillar, Nvidia, Danaher, Devices, AMD, Broadcom, CNBC Locations: Wilmington , Delaware

☆ Why we like health-care stocks in 2024 despite their spotty record in presidential election years
▼ + stars: | 2024-01-18 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +11 min

The S & P 500 Health Care Sector index has outperformed the broader S & P 500 in just three of the past eight presidential election years dating back to 1992, according to FactSet data. So far in 2024, health care has been the best-performing sector in the S & P 500, climbing roughly 2%. .GSPHC .SPX YTD mountain Health care sector vs. S & P 500 YTD It's way too early for any grand predictions with Election Day 2024 about 10 months away. Nevertheless, we see attractive fundamentals in the year ahead for a host of health-care stocks, giving us the confidence to own Lilly, GE Healthcare and Danaher despite what history says about the group in presidential election years. After a strong 2022 for health care in a terrible overall market, investors last year placed a lower emphasis on the defensive characteristics of health care.

Persons: —, that's, Eli Lilly, Lilly, Jim Cramer, Jim, Sen, Bernie Sanders of, Joe Biden, Sanders, would've, Damien Conover, Conover, Biden, Eli Lilly's, Morningstar, Amgen, Morningstar's Conover, Lilly's donanemab, Humana, Bausch, Jim Cramer's, Frederick Florin Organizations: Health, GE Healthcare, Abbott Laboratories, Amgen, Novartis, Walgreens Boots Alliance, JPMorgan Healthcare Conference, Democratic, Morningstar, CNBC, Horizon Therapeutics, Novo Nordisk, Federal Reserve, General Electric, Medicare, Humana, UnitedHealth Group, Investors, AFP, Getty Locations: San Francisco, U.S, Bernie Sanders of Vermont, Canadian, Fegersheim, France

☆ Danaher's new acquisition is the latest sign the health-care firm is staging a quiet recovery
▼ + stars: | 2023-12-05 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +5 min

And with the company set to close a key acquisition this week, Danaher's stock is set up for a stronger 2024. On Tuesday, Danaher stock fell about 1.75%, to $218.25 per share. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Rainer Blair, Blair, Danaher, Jeff Marks, we've, Danaher's, Jim Cramer's, Jim Cramer, Jim, Igor Golovniov Organizations: British, Danaher, CNBC, Danaher Corporation, Lightrocket, Getty Locations: Danaher, Veralto

☆ These 10 stocks notched double-digit gains and outperformed the market in November
▼ + stars: | 2023-12-01 | by ( Morgan Chittum | ) www.cnbc.com time to read: +8 min

FL YTD mountain Foot Locker (FL) performance year-to-date Foot Locker (FL) climbed 28.3% during November, making it the Club's No. Foot Locker stock, down more than 26% year-to-date, closed 1.4% lower Thursday, at just under $27.28 apiece. CRM YTD mountain Salesforce (CRM) performance year-to-date Salesforce (CRM) shares jumped 25.4% in November, coming in second place for monthly gains. NVDA YTD mountain Nvidia (NVDA) performance year-to-date Nvidia (NVDA) — an "own it, don't trade it" name — was the portfolio's fifth-best performer in November. WFC YTD mountain Wells Fargo (WFC) performance year-to-date Shares of Wells Fargo (WFC) jumped 12.07% in November, as the broader market rally lifted financials.

Persons: Jim Cramer, Mary Dillon's, Locker, Palo, CrowdStrike, We're bullish, —, Wall, Walt Disney, Nelson Peltz's, Wells, Morgan Stanley, Sam Altman, OpenAI, Altman, Jim Cramer's, Jim, Michael M Organizations: —, Palo Alto Networks, Palo Alto, Management, Nvidia, DIS, Walt Disney, Disney, Oracle, Microsoft, CNBC, Traders, New York Stock Exchange, Santiago, Getty Locations: FL, Palo, Palo Alto, Wells, Wells Fargo, OpenAI, DHR

☆ Jim Cramer looks at why Eli Lilly is the 'only drug stock that’s working' right now
▼ + stars: | 2023-11-29 | by ( Paulina Likos | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer releases the Homestretch audio feature in time for the last hour of trading on Wall Street. Elsewhere, Jim Cramer called biopharma stock Eli Lilly (LLY) "the only drug stock that's working" in a competitive health care field. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Stocks, Locker, Mary Dillon's, Eli Lilly, Lilly, bode, Jim, FTC's Lina Khan, Jim Cramer's Organizations: CNBC, Meta, Club, UnitedHealth, FTC, Jim Cramer's Charitable

☆ Just a handful of stocks led the market in 2023. Here's why we still own 35
▼ + stars: | 2023-11-21 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

The stock market this year has been led by just a handful of the biggest and best tech companies. Just look at the S & P 500 market-cap weighted index, which is viewed as a barometer of the overall stock market. Compare that to the much smaller 3% year-to-date increase in the S & P 500 equal-weight index, which treats each company's stocks the same regardless of market value. It's hard to turn off the monitors and wait for your seven stocks to come back after a terrible year. On top of all that, how many experts really knew heading into 2023 that these were the seven names to back the truck up for?

Persons: Jim Cramer, Eli Lilly, Stanley Black, Decker, That's, Morgan Stanley, Will Disney, Bob Iger, Jim Cramer's, Jim, Brendan Mcdermid Organizations: Apple, Microsoft, Nvidia, Honeywell, Linde, LIN, Palo Alto Networks, Oracle, GE Healthcare, Broadcom, Caterpillar, Constellation Brands, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange Locations: China, Ukraine, Palo, Eaton, New York City, U.S

AMZN mountain 2021-01-01 Amazon's stock performance since the start of 2021. CRM mountain 2021-01-01 Salesforce's stock performance since the start of 2021. DHR mountain 2021-01-01 Danaher's stock performance since the start of 2021. DIS mountain 2021-01-01 Disney's stock performance since 2021. SWK mountain 2021-01-01 Stanley Black & Decker's stock performance since the start of 2021.

Persons: It's, Eli Lilly, Salesforce, Bob Iger's, Emerson, Lal Karsanbhai, hasn't, tanked, Laxman Narasimhan, Stanley Black, Decker, –, Jim Cramer's, Jim Cramer, Jim, Michael Nagle Organizations: Federal Reserve, Dow Jones Industrial, Nvidia, Microsoft, Linde, LIN, Broadcom, Web Services, Walt Disney, Paramount, Warner Bros Discovery, Disney, Emerson, Emerson Electric, National Instruments, Google, Honeywell, Honeywell International, Technologies, Solutions, Meta, Reality Labs, Starbucks, Jim Cramer's Charitable, CNBC, Bloomberg, Getty Locations: U.S, Seattle, Danaher's, China

☆ Cramer: Diversification is crushing investors this year. Will 2024 be different?
▼ + stars: | 2023-11-19 | by ( Jim Cramer | ) www.cnbc.com time to read: +12 min

The stock of Club holding Morgan Stanley (MS) dropped to $70 from $100 before bouncing back to $80 when interest rates recently peaked. Morgan Stanley and Schwab did nothing bad or shameful, but their multiples are shadows of their former selves. At least Morgan Stanley has a nice dividend yield of 4.25%. Key, Huntington, First Horizon, Morgan Stanley and Schwab are all good franchises that are regarded as cheap. The Morgan Stanley headquarters is seen in New York City on Jan. 17, 2023.

Persons: It's, Huntington Bancshares, Stephen Steinour, Chris Gorman, Bryan Jordan, Morgan Stanley, That's, Charles Schwab, Schwab, We're, Macy's, Albert Bourla, Myers, Meyers, Eli Lilly, let's, Mills, Campbell Soup, WK Kellogg, McCormick, Neutrogena, Johnson, Edwards, Zimmer Biomet, Becton Dickenson, Baxter, BAX, Ford, Hess, Tesla, Jim Cramer's, Jim Cramer, Jim, Michael M Organizations: Dominion, Federal Reserve, Nordstrom, Pfizer, Bristol, Myers, Hostess Brands, Novo Nordisk, PepsiCo, Hershey, Brands, Spice, Johnson, Moderna, American Electric Power, Duke Energy, Motors, JetBlue, EOG Resources, ConocoPhillips, Exxon Mobil, Nvidia, Apple, Federal Trade Commission, CNBC, Santiago, Getty Locations: Huntington, Memphis, Tennessee, Toronto, United States, Celgene, Bristol, New York City

☆ How Danaher's new acquisition will boost earnings for the life sciences firm
▼ + stars: | 2023-11-17 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a Morning Meeting livestream at 10:20 a.m. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Danaher, Eli Lilly, Lilly, Jim Cramer's, Jim Organizations: CNBC, Treasury, West Texas, Coterra Energy, Club Locations: Germany, U.S

☆ Cramer discusses when to hold, fold or walk away from a stock in your portfolio
▼ + stars: | 2023-11-15 | by ( Jim Cramer | ) www.cnbc.com time to read: +9 min

We certainly didn't want to trade Apple and Nvidia – the Club's two 'own it, don't trade it' stocks – as so many did. No, what got to me was a chartist saying that Nvidia's stock had the worst technical shape of any stock in the entire market. Hindsight says I should have known to walk away, but I have been in and around this stock almost my entire life. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: It's, Kenny Rodgers, I've, Emerson, Goldman Sachs, we're, Walt Disney, it's, Bausch, Jim Cramer's, Jim Cramer, Jim, Alexi Rosenfeld Organizations: Apple, Nvidia, Intel, Devices, Federal, Starbucks, Procter & Gamble, GE HealthCare Technologies, National, Goldman, Walt, Netflix, Jim Cramer's Charitable, CNBC, Fifth, Getty Locations: U.S, China, Emerson, New York City

☆ Exclusive: ValueAct takes stakes in Recruit and Expedia, says they are poised for strong growth
▼ + stars: | 2023-11-15 | by ( Svea Herbst-Bayliss | ) www.reuters.com time to read: +3 min

The Recruit logo is displayed at its headquarters in Tokyo, Japan May 10, 2022. REUTERS/Mayu Sakoda/ Acquire Licensing RightsNEW YORK, Nov 15 (Reuters) - ValueAct Capital Management has bought stakes in job search site Indeed's parent Recruit Holdings (6098.T) and in online travel services provider Expedia Group (EXPE.O) and believes both are poised for strong growth. Recruit is valued at roughly $49 billion while Expedia has a market value of about $17 billion. ValueAct CEO Mason Morfit was invited onto Salesforce's board this year and the stock price has surged 64% since January. There was no mention of Recruit or Expedia.

Persons: Mayu, Expedia, ValueAct, Mason Morfit, Svea Herbst, Bayliss, Edwina Gibbs Organizations: REUTERS, ValueAct Capital Management, Recruit Holdings, Expedia, Reuters, Recruit, Microsoft, Danaher Corp, Roblox, Alarm.com Holdings, Svea, Thomson Locations: Tokyo, Japan, Austin , Texas, Expedia, Illumina

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