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Top related persons:
Dave Cote - 3 Jim Cramer's - 2 Jim Cramer - 2 Jim - 2 CNBC's Jim Cramer - 1 Cramer - 1 Vertiv - 1 Cote - 1
Top related locs:
Cramer's Ohio Vertiv Eaton Columbus Westerville , Ohio San Jose , California Omaha
Top related orgs:
CNBC - 3 Honeywell - 3 Nvidia - 2 Honeywell International - 1 Cramer's Charitable Trust - 1 Club - 1 Vertiv Holdings - 1 Getty - 1

Search resuls for: "Dave Cote"


4 mentions found


☆ Jim Cramer says this data center equipment firm continues to be a winner in the AI boom
  + stars: | 2024-04-24 | by ( Paulina Likos | ) www.cnbc.com   time to read: +3 min
CNBC's Jim Cramer on Wednesday suggested that Vertiv 's red-hot business and stock may not cool anytime soon. Over the past 12 months, Vertiv shares have soared nearly 600%. 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: CNBC's Jim Cramer, Cramer, Vertiv, Dave Cote, Cote, Jensen Huang, Jim Cramer's, Jim Cramer, Jim, Pavlo Gonchar Organizations: Honeywell International, Cramer's Charitable Trust, CNBC, Club, Honeywell, Nvidia, Vertiv Holdings, Getty Locations: Cramer's, Ohio
☆ Thinking beyond Nvidia to other AI stocks earned this investor once in a lifetime returns
  + stars: | 2024-04-18 | by ( Jason Gewirtz | ) www.cnbc.com   time to read: +5 min
Using this strategy, he identified three big winners: Eaton , Vertiv and Super Micro Computer . Around the same time the fund picked Eaton, Ocean Park also was buying Vertiv. On Tuesday, Loop Capital analysts put a $1,500 target on Super Micro. Having three stocks in the portfolio perform like Eaton, Vertiv and Super Micro may be a once in lifetime event. Jean-Jacques said the firm has about 40 long positions in its biggest fund, the Ocean Park Omaha Dislocation Fund.
Persons: J, Dennis Jean, Jacques, Jean, Eaton, FactSet, Dave Cote Organizations: Investments, Chief, Nvidia, Devices, CNBC, Micro, International Energy Agency, Whirlpool, Loop Capital, JPMorgan, Ocean, Honeywell Locations: Vertiv, Eaton, Columbus, Westerville , Ohio, San Jose , California, Omaha
☆ Monthly Meeting Q&A with Jim Cramer on 20 stocks in everything from tech to health care to retail
  + stars: | 2023-09-22 | by ( Paulina Likos | ) www.cnbc.com   time to read: +11 min
Jeff Marks: The upcoming earnings report should be good considering how strong the beer business is doing. Jim Cramer: Estee Lauder CEO Fabrizio Freda was adamant that this quarter wouldn't be any good so everyone is selling it. (Ronald) Jim Cramer: There is no pressure that could pull oil down with the Saudi Arabia oil cuts and Russia export cuts. Jeff Marks: These oil stocks have become great hedges to inflation again, much like they were last year. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
Persons: Jim Cramer's, Jeff Marks, Jim Cramer, Johnson, Arbitrageurs, Greg, There's, We're, Elliott Management's, I'd, Elliott, Morgan Stanley, Carey, we've, James Gorman, Jim, Estee Lauder, Fabrizio Freda, there's, Dave Cote, Darius Adamczyk, Vimal Kapur, Darius, hasn't, —, Ronald, Rick, We've Organizations: Investing Club, Broadcom, VMWare, AAA, Constellation Brands, Modelo, Elliott Management, Cisco, Palo Alto Networks, Honeywell, Morgan, Morgan Stanley Laguna, GE Healthcare, Natural Resources, Devon Energy, Halliburton, HAL, Costco, Walmart, Kirkland, CNBC Locations: Canada, Johnson, Mel , Pennsylvania, Manville, New Jersey, U.S, Carey , Virginia, Asia, Kyle , Wisconsin, PANW, Omar , Colorado, Saudi Arabia, buybacks, GEHC
☆ Activist Starboard takes a stake in Vertiv, and an opportunity to boost margins is in sight
  + stars: | 2022-10-29 | by ( Kenneth Squire | ) www.cnbc.com   time to read: +5 min
Activist Commentary: Starboard is a very successful activist investor and has extensive experience helping companies focus on operational efficiency and margin improvement. Starboard sees Vertiv as a great business in a solid industry with secular tailwinds – more data is being generated every day requiring more data centers. After going public, Vertiv delivered solid results, which allowed management to continue to focus on revenue growth, rather than operating margins. This is a typical situation for Starboard: a private company CEO running a public company like a private company leading to underperforming operating margins. Both Starboard and Vertiv seem to be on the same page.
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