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☆ The market is seeing red. But here's why a few of our portfolio stocks are standing out
▼ + stars: | 2024-02-05 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Every weekday the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable update of the trading day, just in time for the last hour on Wall Street. "Microsoft is the one to buy first on weakness due to the quality of last week's quarter and outlook," Jim Cramer said Monday. 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's, Estee Lauder, Jim, Cramer, Eli Lilly, Lilly, Linde, Jim Cramer's, Brendan McDermid Organizations: CNBC, Federal, Nvidia, Apple, Microsoft, Sector, Technology, Semiconductor, Novo Nordisk, Air Products, Chemicals, Products, Linde, ., Vertex Pharmaceuticals, Simon Property Group, NXP Semiconductors, Club, GE Healthcare, DuPont, Carrier Global, Jacobs Solutions, Ford, Jim Cramer's Charitable, Traders, New York Stock Exchange Locations: We're, Novo, China, New York City, U.S

☆ Cramer says the growing popularity of weight loss drugs brings new investing opportunities
▼ + stars: | 2023-12-04 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

CNBC's Jim Cramer on Monday said the increasing popularity of GLP-1 drugs — medications used to treat diabetes and obesity — has created some new investing opportunities. "Because if you really believe tons of people will take these weight loss medications, to the point where it'll have a transformational impact on the economy, well that's going to create lots of winners, too." Cramer said GLP-1 drugs can cause patients to lose muscle as well as fat, so doctors are encouraging them to consume more protein. Cramer said he also sees potential in the apparel space, with consumers likely to need new clothes to accommodate their weight loss. "When the market was ugly, everyone was worried about how much money the food companies would lose from these GLP-1 weight loss drugs," he said.

Persons: CNBC's Jim Cramer, Monday, —, Cramer, Wall, Eli Lilly, Tyson, GLP, Chip Bergh, we're Organizations: Novo Nordisk —, Tyson Foods, Jacobs

☆ Morning Bid: Catching breath as Nvidia update due
▼ + stars: | 2023-11-21 | by ( ) www.reuters.com time to read: +5 min

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., November 17, 2023. The dollar (.DXY) continued to fall, however, with its DXY index down for the fourth day to its lowest since August. Dollar losses were broad based, but China's yuan appeared to lead the way to its strongest level since July 27. In Europe, sterling pushed higher ahead of expected tax cuts at Wednesday's budget speech from UK finance minister Jeremy Hunt. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.

Persons: Brendan McDermid, Mike Dolan, Sam Altman, OpenAI, hoover, LSEG, Jeremy Hunt, Siena, Christine Lagarde, Isabel Schnabel, Susan Fenton Organizations: New York Stock Exchange, REUTERS, Microsoft, Tech, Nvidia, St, Wall, Treasury, Reserve, Bank of, Monday, Philadelphia Federal, European Central Bank, ECB, Lowes, Autodesk, Devices, Jacobs Solutions Reuters Graphics Reuters, Reuters, Thomson Locations: New York City, U.S, Bank of China, China, St, Europe, Britain, Italy, Chicago, Canada

☆ Exclusive: Jacobs poised to merge government consulting unit with Amentum
▼ + stars: | 2023-11-16 | by ( David Carnevali | ) www.reuters.com time to read: +3 min

REUTERS/Joe Skipper/File Photo Acquire Licensing RightsNov 16 (Reuters) - Engineering consultant Jacobs Solutions Inc (J.N) is in advanced talks to merge its government consulting arm at a valuation of more than $4 billion with private equity-owned Amentum Services Inc, people familiar with the matter said on Thursday. Under the terms discussed, Amentum would merge with Jacobs' Critical Mission Solutions (CMS) business to create a new publicly traded company that would be majority-owned by Jacobs' shareholders, the sources said. Jacobs, Amentum, Lindsay Goldberg and American Securities did not immediately respond to requests for comment. The deal with Amentum would free up resources for Jacobs to focus on its people and places solutions division, which provides transportation and environmental consulting to government entities and private sector clients, and PA Consulting, a management consulting business advising across several sectors. Amentum provides technical and advisory services to government clients including the Air Force and NASA, as well as commercial clients such as ExxonMobil (XOM.N) and Caterpillar (CAT.N).

Persons: Joe Skipper, Amentum, Jacobs, Lindsay Goldberg —, Lindsay Goldberg, Robert Pragada, Artemis, Aecom, PAE, David Carnevali, Lisa Shumaker Organizations: Kennedy Space Center, REUTERS, Engineering, Solutions Inc, Amentum Services Inc, Jacobs, American Securities, NASA, PA Consulting, Air Force, ExxonMobil, Caterpillar, Thomson Locations: Cape Canaveral , Florida, U.S, New York

☆ Dan Loeb's Third Point sold chip stocks last quarter. Here's where his money went instead
▼ + stars: | 2023-11-15 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Dan Loeb's Third Point hedge fund took profits on a handful of chip stocks in the third quarter, instead buying into other, marquee technology names, regulatory fillings show. While contending with these challenges in the third quarter, the billionaire fund manager sold of his holdings in the three chip stocks. Those gains have come amid the artificial intelligence boom that has driven up chip makers and other stocks tied to the technology. In the same vein, Loeb raised the size of his Microsoft stake by 46% in the third quarter. In addition to the chip makers, Leob also sold out his entire stakes in HCA Healthcare and Black Knight , among others.

Persons: Dan Loeb's, Loeb, Warburg Pincus, Leob, Black Knight Organizations: Devices, Micron Technology, Nvidia, Securities and Exchange, VanEck Semiconductor, Nasdaq, Meta, Microsoft, Xbox, Intercontinental Exchange, Jacobs Solutions, Warburg, Jefferies, Citigroup, Taiwan Semiconductor, DuPont de Nemours, Healthcare, Black Locations: New York, Meta, California

☆ Seth Klarman's Baupost bought 23 million shares of this data analytics stock last quarter
▼ + stars: | 2023-11-14 | by ( Alex Harring | ) www.cnbc.com time to read: +1 min

Seth Klarman's Baupost Group snapped up millions of shares in a little-known data analytics stock in the third quarter, according to the latest regulatory fillings. The value-oriented, Boston-based hedge fund opened a 22.5-million share position in Clarivate Plc worth some $151 million in the third quarter, according to Baupost's 13F filing to the Securities and Exchange Commission. CLVT YTD mountain Clarivate shares this year Klarman picked up the stock as London-based Clarivate tumbled nearly 30% in the third quarter. Still, it's a relatively small position for Baupost, failing to crack the fund's top 10 holdings by dollar value, according to InsiderScore. The loss would be worse, but since the start of the fourth quarter, Dollar General is almost 15% higher.

Persons: Seth Klarman's Baupost, Klarman, Baupost, Willis, Watson Organizations: Securities and Exchange Commission, Jacobs Solutions, Semiconductor, Fidelity National, Viasat . Holdings, Amazon and Union Pacific Locations: Boston, Clarivate, London, Qorvo, Amazon

☆ US Private Equity Firms Challenge Amentum in Race for Jacobs Unit -Sources
▼ + stars: | 2023-10-04 | by ( Oct. | At P.M. | ) www.usnews.com time to read: +2 min

By David CarnevaliNEW YORK (Reuters) - U.S. buyout firms Veritas Capital and Platinum Equity are vying to acquire Jacobs Solutions Inc's government consulting business, competing against rival contractor Amentum, according to people familiar with the matter. Dallas-based Jacobs is seeking final offers this week for the unit, which is known as Critical Mission Solutions (CMS), and could be valued at more than $4 billion, the sources said. Veritas and Platinum Equity plan to make all-cash offers, while Amentum's private equity owners Lindsay Goldberg and American Securities intend to offer Amentum shares as part of their bid, the sources added. Veritas and Platinum Equity did not respond to requests for comment. These operations generated $10.5 billion in revenue in Jacobs' latest fiscal year.

Persons: David Carnevali, Amentum, Jacobs, Lindsay Goldberg, Robert Pragada, Artemis, Cynthia Osterman Organizations: Veritas Capital, Equity, Jacobs Solutions, Veritas, American Securities, CMS, NASA, PA Consulting Locations: Dallas, New York

☆ Jacobs Solutions provides 'capacity and speed' for weight loss drug delivery, says CEO Bob Pragada
▼ + stars: | 2023-09-25 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJacobs Solutions provides 'capacity and speed' for weight loss drug delivery, says CEO Bob PragadaBob Pragada, Jacobs Solutions CEO, joins 'Fast Money' to talk the new weight loss drugs crating big opprotunities for Jacobs Solutions.

Persons: Bob Pragada Bob Pragada Organizations: Jacobs Solutions

☆ These stocks could break out to new highs if the Fed is viewed as market-friendly
▼ + stars: | 2023-09-20 | by ( Brian Evans | ) www.cnbc.com time to read: +5 min

Some stocks that were trading near 52-week highs before the Fed decision could now ride the coattails of the latest interest rate decision and move higher. Boston Scientific's previous 52-week high stood at $54.99 . Meanwhile, credit card giant Mastercard is well within striking range of a new 52-week high, with shares only 1.21% away from the benchmark. Some stocks that were trading near 52-week highs before the Fed decision could now ride the coattails of the latest interest rate decision and move higher. Consensus analyst estimates forecast a 10.4% rally to Arch Capital stock.

Persons: yearend, Jerome Powell, Drew Angerer, Baker Hughes Organizations: Fed, Federal, CNBC, CNBC Pro Stock, Boston Scientific, Boston Scientific's, Boston, Mastercard, Arch Capital, Arch Capital Group, . Federal, Federal Reserve, Washington , D.C, Getty, Capital Group, AIG American International Group, Amphenol, Bunge, Boston Scientific Corp, Design Systems, Everest Group, Emerson Electric Co, HAL Halliburton, ICE, Exchange, Jacobs Solutions, Mckesson, E Corp, Services, Constellation Brands, Targa Resources Corp, Visa Locations: Washington ,

☆ The word 'ESG' is vanishing from earnings calls. Here's what companies are pitching instead
▼ + stars: | 2023-08-26 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

But Mahaffy's research found that it is not necessarily because companies have leaned away from socially conscious strategies. Instead, she pointed a growing use of the term "sustainability," as well as other words like "climate" or "decarbonization" that fall under the ESG umbrella. It comes at a time when ESG has become increasingly fraught in the political sphere. Mahaffry noted that areas like the U.S. where ESG has received the most scrutiny have seen the biggest drops in use of the term on earnings calls. On WestRock's earnings call earlier this month, Sewell told listeners: "This is just one example of many of how WestRock's unique capabilities position us for growth."

Persons: —, Sara Mahaffy, ESG, it's, Williams, Alan Armstrong, Peter Vanacker, David Gitlin, Marvin Ellison, Joseph Dominguez, Dominguez, Robert Venkat Pragada, Whitney, REI, Satya Nadella, David Sewell, Sewell, Michael Bloom Organizations: RBC Capital, LyondellBasell Industries, Carrier, Constellation Energy, Engineering, Jacobs Solutions, Pratt, Microsoft, Sustainability, Costco Locations: U.S, ESG

☆ Top Morningstar strategist tells investors to sell these 6 'overvalued' stocks — and names 5 to buy
▼ + stars: | 2023-08-16 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Despite last week's selloff, the strong rally this year means U.S. markets are now trading at only a small discount compared with the start of the year, says top Morningstar strategist Dave Sekera. He named six such stocks: Nvidia , Tesla , Oracle , Netflix , Apple , and Eli Lilly . Stocks to buy Still, Sekera said, there are opportunities in some stocks that investors can get into. He names five that he likes and that are still trading at a discount to their fair value. American Tower : This REIT, which owns cell phone towers, is trading at a 18% discount, Morningstar said.

Persons: selloff, Dave Sekera, CNBC's, Sekera, Eli Lilly, Morningstar, Stocks Organizations: Nasdaq, Nvidia, Tesla, Oracle, Netflix, Apple, Tech, Microsoft, Cognizant, Morningstar, Morningstar . U.S . Bancorp, U.S, Bank, Jacobs Solutions, RTX Corp, Pratt & Whitney Locations: U.S, Morningstar .

☆ SolarEdge is among the most oversold stocks in the S&P 500. Here are the others
▼ + stars: | 2023-08-12 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Following this week's moves, CNBC Pro used FactSet data to screen for the most overbought and oversold names in the S & P 500 based on their 14-day relative strength index, or RSI. Here are some of the most oversold names: SolarEdge is one of the most oversold companies in the S & P 500. NextEra Energy had the highest number of analyst buy ratings among the stocks on the oversold list, according to CNBC's screen. Meanwhile, the following 10 stocks are the most overbought in the S & P 500: Marathon Petroleum is the most overbought stock in the broad-based index, with an RSI of 96.3. Oilfield servicer Halliburton Company , Cessna aircraft maker Textron and construction services provider Jacobs Solutions are also among the most overbought companies in the S & P 500.

Persons: Dow Jones Industrials, SolarEdge Organizations: SolarEdge Technologies, Nasdaq, Nvidia, Micron, CNBC Pro, Street, NextEra Energy, Moderna, GE Healthcare Technologies, Ameren Corporation, Enphase Energy, Marathon Petroleum, Biotech, Global Payments, Jefferies, servicer Halliburton Company, Cessna, Textron, Jacobs Solutions Locations: Florida, Cambridge , Massachusetts

☆ Final Trades: Visa, Jacobs Solutions & more
▼ + stars: | 2023-07-10 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Visa, Jacobs Solutions & moreThe "Halftime Report" traders give their top picks to watch for the second half.

Organizations: Visa, Jacobs Solutions

☆ Jacobs Solutions CEO Bob Pragada goes one-on-one with Jim Cramer
▼ + stars: | 2023-05-15 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Jacobs Solutions CEO Bob Pragada goes one-on-one with Jim Cramer'Mad Money' host Jim Cramer talks with Jacobs Solutions CEO Bob Pragada on the decision to break up the company, government funding in infrastructure, and more.

☆ Morning Bid: Showdown on the ceiling
▼ + stars: | 2023-05-09 | by ( ) www.reuters.com time to read: +5 min

With world markets still at an impasse on the extent of the economic slowdown and chance of recession, the U.S. debt ceiling impasse remains unresolved - and Tuesday's showdown at the White House is one of the few opportunities left to resolve it. Biden meets Republican House of Representatives Speaker Kevin McCarthy for the first time since February. There are only six days this month when the House and the Senate are in session when Biden is in Washington. Longer-term Treasury yields remain under wraps, however, with 2-year yields hovering just under 4%. DEBT CEILINGBeyond the debt ceiling row, the picture of the wider economy remains equivocal.

☆ Regional bank stocks could be a market afterthought in the week ahead
▼ + stars: | 2023-05-05 | by ( Scott Schnipper | ) www.cnbc.com time to read: +7 min

For the immediate economic and earnings and growth outlook, it almost seems irrelevant whether regional bank stocks rally, steady or sell off more next week. Regional banks were top of mind for investors this past week, as First Republic failed , the SPDR S & P Regional Banking ETF tumbled more than 10% — twice the five-day loss in the S & P 500 Energy Index, the hardest hit S & P sector — and lenders such as PacWest Bancorp and Western Alliance Bancorp lost billions in market value. And, for all that, the S & P 500 only fell about 0.75% this week. Now the conventional wisdom on Wall Street is that regardless of how the regional bank stocks trade, it's a given that bank lending officers are going to pull in their horns and risk management desks will grow more risk averse. But stocks still face a host of issues, none of which are going away next week.

☆ Wood Group has grounds to face down Apollo
▼ + stars: | 2023-02-23 | by ( ) www.reuters.com time to read: +2 min

LONDON, Feb 23 (Reuters Breakingviews) - John Wood Group (WG.L) has a seriously pushy bidder. While the latest 230 pence a share one represents a 50% premium to Wood Group’s closing price on Wednesday, the target has reasonable grounds to say no. Wood Group’s latest offer implies only around seven times on the same metric. Admittedly Wood Group shares are hovering around 200 pence, far below Apollo’s offer. Still, if he’s right and Wood Group trades on the same multiple at its peers, it would be worth nearly 3.8 billion pounds.

☆ Jim Cramer gives his take on Jacobs Solutions
▼ + stars: | 2022-11-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJim Cramer gives his take on Jacobs SolutionsCramer offered his thoughts on Jacobs Solutions and its stock on Monday.

☆ Cramer explains how Jacobs Solutions could win big from the bipartisan infrastructure bill
▼ + stars: | 2022-11-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCramer explains how Jacobs Solutions could win big from the bipartisan infrastructure billCramer gave his take on how the construction and engineering company could reap the benefits from federal spending on infrastructure.

☆ Cramer’s week ahead: Markets will do ‘much better’ during the next four weeks
▼ + stars: | 2022-11-18 | by ( Krystal Hur | ) www.cnbc.com time to read: +4 min

SmuckerQ2 2023 earnings release at 7 a.m. ETProjected EPS: $2.18Projected revenue: $2.17 billionCramer said that he expects the company to start the week off with a bang. Jacobs SolutionsQ4 2022 earnings release between 6:15 and 6:45 a.m. Tuesday: Best Buy, American Eagle, Burlington, Dollar Tree, Dick's Sporting GoodsBest BuyQ3 2023 earnings release at 7 am. Wednesday: DeereQ4 2022 earnings release between 6:15 and 6:45 a.m.

☆ Wall Street's favorite stable stocks include a health care name that can rally nearly 60%
▼ + stars: | 2022-09-18 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

With this in mind, CNBC Pro set out to find Wall Street's favorite stable stocks. If a stock has a beta of less than 1, it tends to be less volatile than the broader market. Health care names Bio-Rad Laboratories and Zoetis have the highest potential upside of any stock on the list, FactSet data shows. The tech giant has a five-year beta of 0.94 and has buy ratings from 82% of analysts covering it. The video game maker has a five-year beta of 0.76 and has buy ratings from 55% of analysts covering it.

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