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☆ 3 catalysts we learned from earnings that should push our industrial stocks higher
▼ + stars: | 2024-05-05 | by ( Morgan Chittum | ) www.cnbc.com time to read: +8 min

The industrial-focused names in the Club's portfolio wrapped up a pretty solid earnings season last week, but their stocks were largely not rewarded. AI spending First, a surge in AI investments was welcomed news for Eaton, DuPont and Linde. "Everything was about as perfect as you can get this quarter," Jim Cramer said after the print. LIN YTD mountain Linde (LIN) year-to-date performance Linde posted mixed a quarterly Thursday — an earnings beat but a revenue miss. Destocking Destocking, or whittling down excess inventory, was important at Stanley Black & Decker, DuPont, and Honeywell.

Persons: toolmaker Stanley Black, Linde, DuPont, Eaton, Craig Arnold, Jim Cramer, Ed Breen, Jim, Sanjiv Lamba, Stanley Black, Decker, Wall, SWK, destocking, Vimal Kapur, Kapur, Lamba, Matthew White, Price, we're, Jim Cramer's Organizations: Honeywell, Eaton, DuPont, Linde, Electrical, workloads, Club, de Nemours, Management, LIN, The, Stanley, Supply, Technologies, CNBC, Power Locations: Eaton, U.S, Pleasanton , California

☆ DuPont's beat-and-raise quarter is a major turning point for the chemical maker
▼ + stars: | 2024-05-01 | by ( Jeff Marks | ) www.cnbc.com time to read: +7 min

Even better, management signaled that the chemical company is moving past most of the destocking headwinds that plagued it this year. Net sales declined roughly 3% year over year to $2.9 billion, beating expectations of $2.8 billion, according to LSEG. Quarterly results Organic sales in the Electronics & Industrial business declined 2% year over year, with volume and prices both down 1%. And in Shelter Solutions, the destock looks complete after sales were flat in the first quarter and expected to rise sequentially in the second quarter. This new outlook reflects a continued electronics recovery and some easing of channel inventory destocking in industrial-based businesses.

Persons: we're, Ed Breen, Breen, Jim Cramer's, Jim Cramer, Jim, Dupont, Mark Makela Organizations: DuPont, PPG Industries, Industrial Technologies, Automotive, Electronics & Industrial, Semiconductor Technologies, DuPont's, Taiwan Semi, Samsung, Safety Solutions, Water Solutions, Solutions, CNBC, Getty Locations: bottoming, Taiwan, biopharma, Kalrez

☆ Stocks pop after Fed decision, oil plunges, earnings mixed — what to watch in the market
▼ + stars: | 2024-05-01 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +6 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Before last week's strong quarter, CNBC learned that Alphabet's Google had laid off hundreds of employees from so-called core teams. 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, It's, Morgan Stanley, DuPont, Jim, Laxman Narasimhan's, Estee Lauder, Stanley Black, Decker, Bernstein, Toni Sacconaghi, Apple, Sacconaghi, Jim Cramer's Organizations: CNBC, Federal Reserve, Dow, Nasdaq, Google, West Texas, Coterra, Cruise, Viking Holdings, Investment, Morgan, GE Healthcare, Nvidia, Big Tech, Linde, Bausch Health, Apple, Jim Cramer's Charitable Locations: India, Mexico, Gaza, WTI, Wall, China

☆ 12 portfolio companies report earnings in the week ahead. What we want to hear from each
▼ + stars: | 2024-04-27 | by ( Zev Fima | ) www.cnbc.com time to read: +15 min

The action quickly and sharply reversed back to the upside Friday after blowout earnings reports from Alphabet and Microsoft . In the week ahead, earnings are likely to drive the action again, though we'll get a few important macroeconomic reports. Earnings: We've got the biggest week of the earnings season ahead of us, with 12 Club holdings set to report. Eli Lilly 's report Tuesday morning continues to be all about sales of type-2 diabetes treatment Mounjaro and weight-loss drug Zepbound. In DuPont 's report Wednesday morning, we're looking for a continued rebound in its semiconductor business following a sequential increase last quarter.

Persons: Ford, we'll, Dow Jones, We've, Buckle, Eaton, Eli Lilly, Lilly, We're, Estee Lauder, Fabrizio Freda, we've, Linde, Bausch, Royal Philips, Woodward, SIRI, Archer, Johnson, Stanley Black, Decker, BAX, Cardinal Health, Parker, Belden, Jim Cramer's, Jim Cramer, Jim Organizations: Nasdaq, Microsoft, Meta, Google Search, Big Tech, Nvidia, Broadcom, Ford Motor, Honeywell, Danaher, Labor Department, Labor, PMI, Services PMI, GE Healthcare, Amazon Web Services, Starbucks, Deutsche Bank, DuPont, Bausch Health, U.S ., Appeals, Apple, iPhones, Vision, ON Semiconductor, Resource Partners, Franklin Resources, Paramount, Transocean Ltd, Semiconductors, Arch Capital, Logitech International, Lattice Semiconductor, F5 Networks, Sanmina Corporation, GE HealthCare, PayPal, 3M Company, McDonalds, Enterprise Products Partners, Cola Company, Melco Resorts, Entertainment, SiriusXM Holdings, Oatly, American Electric Power Company, Leidos Holdings, Marathon Petroleum, Daniels, Midland Co, Equitrans Midstream Corporation, HSBC Holdings, HSBC, Devices, Caesars Entertainment, Lumen Technologies, Mondelez, Pfizer, CVS Health, Barrick, Mastercard Inc, Cruise Line Holdings Ltd, Kraft Heinz Company, Marriott International, Ares, Generac Holdings, Johnson Controls, Cenovus Energy Inc, Qualcomm, Devon Energy, Paycom, Axcelis Technologies, Coeur D'Alene Mines, Sunnova Energy International, MGM Resorts International, MGM, Solar Inc, Oil, Allstate, Co, Tenable Holdings, Enovix Corporation, Gladstone Capital, Avis Budget Group, eBay, EBAY, LIN, Novo Nordisk, Natural Resources, PENN Entertainment, Apache, ConocoPhillips, InMode Ltd, Baxter International, Cardinal, Regeneron Pharmaceuticals, Apollo Global Management, LLC, Cinemark Inc, Dominion Energy, Coterra Energy, Coinbase, Bill.com Holdings, Booking Holdings, United States Steel, AXT Inc, Materials, Energy, Hershey Company, XPO Logistics, Cboe, American Pipeline, Amneal Pharmaceuticals, Brookfield Business Partners, Brookfield Renewable Corporation, Magna International, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, Bloomberg, Getty Locations: U.S, megaprojects, China, Eaton, Corning, Coeur D'Alene, Albemarle, ALB, Novo, New York

Here's a rapid-fire update on all 33 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Broadcom : Broadcom's AI business, which includes co-designing custom chips for tech giants such as Club holding Alphabet, is booming. The newspaper reported April 12 that Salesforce was in talks to buy Informatica, which sent the Club holding's shares plunging. Wells Fargo : Another trim is due for our Wells Fargo position after a great run for the bank stock, Jim argued. 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, Jim, Johnson, Abbott, Andy Jassy, Bausch, Salesforce, Salesforce didn't, Tom Jorden, We've, It's, Walt Disney, Nelson Peltz's, Bob Iger's, Estee Lauder, there's, Eaton, We're, he's, Locker, he'd, Vimal Kapur, Linde, Eli Lilly, Eli Lilly's, TikTok, Joe Biden, Morgan Stanley, Morgan Stanley's, Ted Pick, Jensen Huang, Nikesh Arora, haven't, Laxman Narasimhan, Sands, Stanley Black, Decker, TJ Maxx, TJX, Wells, Jim Cramer, Angela Weiss Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Abbott Laboratories, Johnson, Web Services, Broadcom, VMWare, GE Healthcare, GE, Bausch Health, Costco Wholesale, Costco, Street, Informatica, Coterra, DuPont De Nemours, DuPont, Walt, Disney, Ford, GM, Philips, Siemens, Google, Honeywell, Linde, Facebook, Meta, Microsoft, Nvidia, Investors, AMD, Oregon State University, Palo Alto Networks, UnitedHealth, Procter & Gamble, Constellation Brands, Constellation, Modelo, TJX, Marshalls, Home Goods, Wynn Resorts, Jim Cramer's Charitable, New York Stock Exchange, Afp, Getty Locations: China, Informatica, Ford, Estee, U.S, mater, Palo, Corona, Wells Fargo, Wells, Macao, New York City

☆ Want to ride the next wave of the AI trade beyond tech? These 2 portfolio stocks fit the bill
▼ + stars: | 2024-04-10 | by ( Morgan Chittum | ) www.cnbc.com time to read: +10 min

Eaton and DuPont are both unconventional AI plays, as the data center market grows to meet the demands of the generative AI boom. Wells Fargo Investment Institute last month described rising data center demand as having positive "trickle-down effects" on the industrial sector. WFII wrote that spending from Big Tech firms into data centers, in particular, creates "meaningful downstream impacts" for industrial companies. Amazon Web Services is reportedly investing nearly $150 billion in data centers within the next 15 years to support AI efforts. During a Barclays investor conference in February, CFO Lori Koch said DuPont's data center and AI exposure will help boost the company's electronics business.

Persons: Eaton, Jensen Huang, Huang, chipmaker, Sameer Samana, WFII, Jim Cramer, Eaton's, DuPont, Lori Koch, Koch, Jim Cramer's Organizations: The, DuPont, Club, Nvidia, Wells, Wells Fargo Investment Institute, CNBC, Big Tech, —, Microsoft, Services, McKinsey, workloads, Electrical, Management, Barclays, Wall Street, RBC Capital Markets, Eaton, RBC, U.S, De Nemours, DuPont's Electronics, Semiconductor Technologies, DuPont's Semiconductor Technologies, Jim Cramer's Charitable Locations: Wells Fargo, U.S, Eaton, China

☆ We're trimming this materials stock after it battled back from an earnings plunge
▼ + stars: | 2024-04-10 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

Following the trade, Jim Cramer's Charitable Trust will own 800 shares of DD, decreasing its weighting to 1.93% from 2.09%. When we made the purchase back then, DuPont shares were trying to bounce back from their January plunge , which came after the chemical maker issued weak guidance for 2024. 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: Dupont, Jim Cramer's, Ed Breen, Jim Cramer, Jim Organizations: DuPont, Barclays, CNBC Locations: China

☆ The portfolio’s 5 best-performing stocks since the February Annual Meeting
▼ + stars: | 2024-03-27 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Ahead of Wednesday's Monthly Meeting, here's a look at the best-performing Club stocks since Feb. 23, the session before the annual gathering, through Tuesday's close. NVDA mountain 2024-02-23 Nvidia's stock performance since the close of Feb. 23, 2024. DIS mountain 2024-02-23 Disney's stock performance since the close of Feb. 23, 2024. ETN mountain 2024-02-23 Eaton Corp.'s stock performance since the close of Feb. 23, 2024. STZ mountain 2024-02-23 Constellation Brands' stock performance since the close of Feb. 23, 2024.

Persons: Bob Iger, Nelson Peltz's Trian, Peltz, Eaton, it's, didn't, Wedbush, Jim Cramer's, Jim Cramer, Jim, Jensen Huang, Lam, Fei Organizations: Nvidia, Blackwell, Apple's, Disney, Club, ESPN, Nelson Peltz's Trian Partners, Eaton Corp, Street, Federal Aviation Administration, Boeing, Wall Street, Constellation Brands, Nielsen, Wedbush Securities, Wine, DuPont, Barclays, CNBC, Nvidia Corp, Bloomberg, Getty Locations: U.S, Tuesday's, STZ, Taipei, Taiwan

☆ These 7 portfolio stocks boosted their dividends this year, with more likely on the way
▼ + stars: | 2024-03-15 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

The hikes also sweeten the potential total return for their stocks at a time when some Wall Street strategists are shining a light on that performance metric. That performance metric captures not just stock price moves but also gains from reinvested dividends. The difference between stock price performance and total return can be substantial, underscoring the benefits of reinvesting dividends. Consider that over the past 10 years, Linde's stock price has climbed 260%, according to FactSet. Eaton's stock price has climbed 321% over the past decade while its total return is 462%.

Persons: Savita Subramanian, Jim Cramer's, Eli Lilly, Linde, Stanley Black, Decker, Jim Cramer, Jim, Spencer Platt Organizations: Disney, TJX Companies, . Eaton Corp, Linde, DuPont de Nemours, Coterra, Procter, Gamble, Bank of America, Meta, Alto Networks, Bausch Health, Abbott Laboratories, Broadcom, Costco Wholesale, Ford Motor, Nvidia, Apple, Costco, Jim Cramer's Charitable, CNBC, New York Stock Exchange, Getty Locations: Cincinnati, New York City

☆ Here are Monday's biggest analyst calls: Nvidia, Alphabet, Salesforce, Arm, CVS, BJ's, Super Micro & more
▼ + stars: | 2024-02-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Morgan Stanley reiterates Target at overweight Morgan Stanley stood by its overweight rating on the department store owner. Morgan Stanley reiterates Salesforce as overweight Morgan Stanley said it likes the setup heading into earnings later this week. Morgan Stanley upgrades HashiCorp to overweight from equal weight Morgan Stanley said the software company has a compelling valuation. Morgan Stanley upgrades AvalonBay to overweight from equal weight Morgan Stanley said apartment REIT stocks like AvalonBay are '"cheap for a reason." Morgan Stanley upgrades Sun Country to overweight from equal weight Morgan Stanley said it likes the airline's business model.

Persons: Goldman Sachs, Goldman, Morgan Stanley, Salesforce, Rosenblatt, Jefferies, Amer, Wells, Jane Fraser, Roth MKM, Roth, TD Cowen, TD, DA Davidson, OW, Fannie Mae, KBW, Freddie, Truist, it's, Piper Sandler, Piper, Bentley Organizations: Nvidia, BMO, Apollo, Amer Sports, Citi, Citigroup, Bank of America, KKR, APO, BJ's Wholesale, D.A, Susquehanna, Energy, HSBC downgrades Moderna, HSBC, Moderna, Google, YouTube, " Bank of America, Omega Healthcare, Sun, DuPont's Mobility, JPMorgan, Navy, Bentley Systems Locations: USD75, Asana, ASAN

☆ DuPont is turning, plus the Nvidia halo and how to play Palo Alto's sell-off
▼ + stars: | 2024-02-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

In the Nvidia halo, Jim Cramer likes ServiceNow , and of the semiconductor capital equipment makers he says Lam Research is the best. Looking to pick up PANW: Jim Cramer says the Palo Alto Networks sell-off is still overdone by about 25 points. 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, Eaton, ServiceNow, Lam, Ed Breen's, Cramer, Breen, Jim Cramer's, Jim, David Paul Morris Organizations: CNBC, Nvidia, Nasdaq, Broadcom, Microsoft, Lam Research, Palo Alto Networks, DuPont, Barclays Industrials, Coterra Energy, Intuit, Warner Bros Discovery, Jim Cramer's Charitable, Bloomberg, Getty Locations: We're, DuPont, Santa Clara , California

☆ What's driving the market rebound on Wednesday — and why we're buying the dips
▼ + stars: | 2024-02-14 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market rebound: Stocks are bouncing from Tuesday's declines, taking their cue from rallying bond prices. 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, Eli Lilly, Cramer, Kraft Heinz, Gamble, didn't, Stanley, Jim Cramer's, Jim, Dupont Organizations: CNBC, Nvidia, Meta, Constellation Brands, Procter, Energy, DuPont, Starbucks, Cisco Systems, Occidental Petroleum, Deere, Penn Entertainment, Jim Cramer's Charitable, Getty Locations: We're, North America, DuPont's, Wilmington , Delaware

☆ We're watching 6 of our stocks making moves Thursday and considering buying more of another
▼ + stars: | 2024-02-08 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

Having skin in the game will change things," Jim Cramer said. This time it's due to a breathtaking move in chip designer Arm Holdings , which rallied more than 50% after strong earnings. 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, Josh Frost, Dow, Nelson Peltz, Cramer, Readthroughs, Stanley Black, Decker, Michael Cembalest, it's, What's, Peter Arduini, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Dow, Treasury, Disney, Arm Holdings, Broadcom, Nvidia, Palo Alto Networks, Costco, Club, DuPont, GE Healthcare, Interactive, PepsiCo, Jim Cramer's Charitable Locations: We're, Masco, China

☆ DuPont sets a low bar and hops over it — the quarter is a step in the right direction and investors scoop up shares
▼ + stars: | 2024-02-06 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

While the recovery time may vary buy end market, it's important to note that on a consolidated basis, management does believe that the first quarter 2024 will represent the bottom. They expect to see a pickup in sales as we exit the second quarter of 2024. DD 1Y mountain DuPont 1 year Guidance Management's forecast for the current quarter (first quarter of fiscal 2024) was unchanged from what we got on the preannouncement. 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: Jim Cramer's, Jim Cramer, Jim, Jeff Fusco Organizations: DuPont, Electronics, DuPont's Semiconductor Technologies, Semiconductor Technologies, Industrial Solutions, Protection, Safety Solutions, Solutions, Management, CNBC Locations: China, Wilmington , Delaware

☆ 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

☆ Here's a rapid-fire update on all 32 stocks in our portfolio, including Cramer's fave tech play
▼ + stars: | 2024-01-24 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +15 min

Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Investors tend to assign a premium to software revenue because it is often recurring and higher margin than hardware. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) 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: Jim Cramer's, Jim, downgrades, preorders, we've, Jim said, Salesforce, Baird, Dupont De, Dupont, Walt Disney, Nelson Peltz, Estee Lauder, Fabrizio Freda, We've, he's, it's, Locker, Mary, Vimal Kapur, Eli Lilly, Lilly, Meta's Ray, Morgan Stanley, Ted Pick, James Gorman, —, chipmaker, It's, hasn't, Stanley Black, Decker, Wells, Charlie Scharf, We'll, Jim Cramer, Jim Cramer Rob Kim Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, mojo, Vision Pro, Broadcom, VMWare, Bausch Health, Caterpillar, Dupont, Costco Wholesale, Coterra Energy, Dupont De Nemours, Disney, Eaton Corp, Ford, Holding, Federal Reserve, GE Healthcare, Wall, Google, Honeywell, Boeing, Airbus, Linde, Facebook, Microsoft, Nvidia, Alto Networks, Palo Alto, Procter & Gamble, Constellation Brands, Modelo, TJX, Wynn Resorts, We've, Wynn, Jim Cramer's Charitable Locations: China, Indonesia, Brazil, India, U.S, Shenzhen, We're, Eaton, Ford, That's, Palo, Palestine, Wells Fargo, Wynn, Macau

☆ Why we're pocketing some gains in this industrial before its earnings next month
▼ + stars: | 2024-01-24 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Following the trade, Jim Cramer's Charitable Trust will own 145 shares of CAT, decreasing its weighting to 1.37% from 2.70%. We sold some DuPont shares a couple of weeks ago to protect against this, but after seeing the reaction to these shortfalls we are compelled to take more action. We bought DuPont because we wanted an industrial with a low price-to-earnings multiple to play the recovery in the semiconductor industry. 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: Jim Cramer's, —, Jim Cramer, Jim Organizations: Caterpillar, CAT, Wall, DuPont, PPG, Electronics, CNBC Locations: China

☆ What chipmaking giant TSMC's earnings mean for 5 of our stocks, including Apple and Nvidia
▼ + stars: | 2024-01-19 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +7 min

The latest financial results and commentary from the world's biggest third-party chipmaker gave a big boost Thursday to Apple and semiconductor stocks, including artificial intelligence leader Nvidia . Taiwan Semiconductor Manufacturing Company , whose customers include the likes of Apple, Nvidia and fellow Club stock Broadcom , said its fourth-quarter revenue from smartphone chips grew a better-than-expected 27% on a quarterly basis. "Let's not overthink it: Apple and Nvidia are the two that are most obvious" beneficiaries from TSMC's results, Jim Cramer said Thursday. Previously, TSMC had said AI chips were on track to become a "low teens" percentage of its revenue. TSMC's results and guidance Thursday offer so-called "read-throughs" on its customers, many of which are Club stocks such as Apple, Nvidia and Broadcom.

Persons: chipmaker, downgrades, TSMC, Jim Cramer, Goldman Sachs, TSMC's bullishness, Linde, that's, Jim Cramer's, Jim Organizations: Apple, Nvidia, Taiwan Semiconductor Manufacturing Company, Club, Broadcom, Qualcomm, Bank of America, Wall Street, Google, Devices, AMD, TSMC, KeyBanc Capital, LIN, Linde, DuPont, Electronics, CNBC, Bloomberg, Getty Locations: China, Hsinchu, Taiwan

☆ We're making 2 small stock sales to bulk-up our cash in a market that seems ahead of itself
▼ + stars: | 2024-01-08 | by ( Jim Cramer | ) www.cnbc.com time to read: +3 min

Shortly after the opening bell, we'll be selling 70 shares of DuPont (DD) at roughly $76.69 and 50 shares of TJX Companies (TJX) at $roughly $91.71. We're making a couple more small sales Monday morning and raising a little extra cash as we remain concerned that the recent Federal Reserve-driven rally has moved too far too fast . 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. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Jim Cramer's, we've, TJX, Jim Cramer, Jim Organizations: DuPont, TJX Companies, CNBC Locations: China, Maxx

☆ Here’s a rapid-fire update on all 33 stocks in our portfolio, including those Cramer would buy on dips
▼ + stars: | 2023-12-19 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +14 min

Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. If we get a sell-off in January, Eaton is a logical place to look to buy, Jim said. Procter & Gamble : It's possible that 2024 is a better year for P & G the company than P & G the stock, Jim said. 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: Jim Cramer's, Jim, they'll, we've, there's, he'd, Dupont De, Ed Breen, Danaher, Walt Disney, Bob Iger, Trian's Nelson Peltz, Estee Lauder, Bausch, we're, Eaton, Mary, Eli Lilly's, he's, Vimal Kapur, Kapur, We've, Eli Lilly, Mark Zuckerberg, Morgan Stanley, Morgan, Elliott, Stanley Black, Decker, TJ Maxx, Charlie Scharf, it's, Jim Cramer, Virginia Sherwood Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Broadcom, VMWare, Bausch, Bausch Health, Charitable Trust, Caterpillar, Federal, Costco Wholesale, Coterra Energy, Dupont De Nemours, Fed, Walt, Eaton Corporation, Ford, GE Healthcare, Google, Honeywell, New, Facebook, Meta, Reality Labs, Microsoft, Activision Blizzard, Nvidia, AMD, Apple, Palo Alto Networks, Procter & Gamble, Constellation Brands, Elliott Management, Constellation, Modelo, Corona, Street, TJX, TJ, Wynn Resorts, Jim Cramer's Charitable, NYSE Locations: hospitalizations, China, U.S, Palestine, Wells Fargo

Following Monday's trade, Jim Cramer's Charitable Trust will own 870 shares of DD, increasing its weighting to 2.15% from 1.78%. To be fair, the stock deserved to be dinged because it was a mixed quarter from the chemical and material manufacturer. While Q3 beat estimates on EBITDA (earnings before interest, taxes, depreciation, and amortization), the company lowered its full-year outlook below Street expectations, mostly to reflect some ongoing softness in consumer electronics demand and slower water demand in China. 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: Jim Cramer's, DuPont, underwhelmed, Ed Breen, Jim Cramer, Jim, Edward Breen, Brendan McDermid Organizations: DuPont, DD, Qualcomm, Devices, Protection, CNBC, New York Stock Exchange Locations: China

☆ We're thinking about buying more shares in these 3 companies. Here's our internal debate
▼ + stars: | 2023-11-06 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

PANW YTD mountain Palo Alto Networks YTD Shares of Palo Alto Networks dropped another 4% on Monday, adding to Friday's more than 2.5% decline on Fortinet's disappointing full-year guidance. Investors were making assumptions about what Fortinet's concerns might mean for Palo Alto. In August , we told members to pick up shares of Palo Alto, which were down then, like now, on comments from Fortinet's management team. HUM YTD mountain Humana YTD Humana is another name whose stock price action simply does not reflect the fundamentals we saw in the company's most recent earnings report , out last Wednesday. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Palo, That's, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: DuPont, Palo Alto Networks, Caterpillar, Palo, U.S ., Humana, CNBC, Traders, New York Stock Exchange, Getty Locations: overbought, Palo, Palo Alto, Tenable, New York City

☆ Stocks making the biggest moves midday: Estee Lauder, Yum China, Paycom Software and more
▼ + stars: | 2023-11-01 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

Advanced Micro Devices — The stock added 8% after the chipmaker beat analyst expectations for its third-quarter earnings . Estee Lauder also lowered its full-year earnings per share guidance to a range between $2.17 and $2.42, versus its previous guidance of $3.50 per share to $3.75 per share. Third-quarter earnings per share came in above consensus, however. Paycom Software — Shares of the HR and payroll company dropped more than 36% after Paycom's third-quarter revenue came in light of expectations. Trimble — The technology and software stock shed 13% after Trimble's third-quarter revenue came in below estimates.

Persons: LSEG, Estee Lauder, Trimble —, David Barnes, Ford, Jesse Pound, Samantha Subin Organizations: CVS, —, LSEG, DuPont de Nemours —, Garmin, FactSet, Barclays, General Motors Locations: China

☆ Why we're upbeat on chemicals maker DuPont, despite its narrowed guidance
▼ + stars: | 2023-11-01 | by ( Jeff Marks | ) www.cnbc.com time to read: +8 min

But we remain optimistic the specialty chemicals company's electronics business will turn next year, leading to revived growth. At the same time, DuPont raised concerns about its water and safety solutions business due to ongoing destocking and a weaker China. The electronics and industrial segment is comprised of three subunits: semiconductor technologies, interconnect solutions and industrial solutions. Guidance DuPont shaved its full-year net sales outlook to about $12.17 billion, from a previous range of $12.45 billion to $12.55 billion. The company cited additional channel inventory destocking and slow industrial demand in China, mostly in its water solutions business, for its revised guidance.

Persons: Ed Breen, DuPont, Jim Cramer's, Jim Cramer, Jim, Edward Breen, Brendan McDermid Organizations: DuPont de Nemours, DuPont, Spectrum Plastics, CNBC, New York Stock Exchange Locations: China

Quarterly earnings reports for our industrial stocks begin this week amid an uncertain operating environment. HON YTD mountain Honeywell (HON) year-to-date performance Honeywell and Linde are the first two of the group to report — on Thursday before the bell. This was positive to see and it's reasonable to expect a clean quarter led by aerospace, Honeywell's largest business. Linde has beat and raised for 18 consecutive quarters, and history is likely to repeat itself when the industrial gas company reports. EMR YTD mountain Emerson Electric (EMR) year-to-date performance Emerson Electric is the last of our industrial names to report, on Nov. 7 before the opening bell.

Persons: we're, Stanley Black, Decker, —, CNBC's Jim Cramer, it's, Jim, You've, Vimal Kapur, Linde, Jack Umpleby, Emerson, Jim Cramer's, Jim Cramer, Wang Chun Organizations: Caterpillar, Honeywell International, Emerson Electric, Linde, LIN, DuPont De Nemours, Honeywell, LSEG, Aerospace, Electric, GE, Club, U.S, Management, CAT, Act, DuPont, Electronics, Emerson, National Instruments, SWK, CNBC, Future, Getty Locations: North America, China, Lianyungang, East China's Jiangsu

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