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☆ Jim Cramer's Friday thoughts on 5 stocks: Cloudflare, DraftKings, Expedia, Booking and Hershey
▼ + stars: | 2024-05-03 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +2 min

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. Cloudflare : Shares of the content delivery network were sinking 16% after the midpoint of the company's second-quarter revenue outlook came in short of analyst estimates. Expedia : Shares of the online travel booking company were sinking 14%. "Booking perfect," Jim said. But cocoa is in free fall and I think that is an opportunity," Jim said.

Persons: Jim Cramer's, Cramer, Jason Robins, DraftKings, Jim, Vrbo, Hershey, Price Organizations: CNBC, Club, Holdings

☆ Stocks making the biggest moves after hours: Amazon, Starbucks, Pinterest, Advanced Micro Devices and more
▼ + stars: | 2024-04-30 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

Amazon posted earnings of 98 cents per share on $143.31 billion in revenue. Analysts surveyed by LSEG had forecast earnings of 83 cents per share on $142.5 billion in revenue. However, the company's second-quarter revenue forecast was shy of estimates. It forecast revenue for the current quarter in line with the analyst forecast of $5.70 billion. Pinterest reported adjusted earnings of 20 cents per share, topping forecasts for 13 cents per share, according to LSEG.

Persons: LSEG, Pinterest, Mondelez, —, Sarah Min, Brian Evans, Alex Harring, Darla Mercado, Tanaya Macheel Organizations: Starbucks, Computer, Chesapeake Energy, Caesars Entertainment, Caesars, Revenue, Diamondback Energy Locations: LSEG

☆ What is divestment? And does it work?
▼ + stars: | 2024-04-28 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +8 min

From Princeton University in New Jersey to the University of Southern California in Los Angeles, the same chant can be heard: “Disclose! The specifics of student protesters’ divestment demands vary in scope from school to school. Other students, like those at Cornell University and Yale, are asking their schools to stop investing in weapons manufacturers. Other common threads include demanding universities disclose their investments, sever academic ties with Israeli universities and support a ceasefire in Gaza. Proponents for divestment counter that its value lies in raising awareness and stigmatizing partnerships with targeted regimes or industries.

Persons: “, ” Israel, Witold Henisz, Henisz, ”, Nicholas Dirks, ” Dirks, Dirks, “ They’ll, Anna Cooban, Michelle Bowman, Eli Lilly, Estee Lauder, Jerome Powell Organizations: New, New York CNN, Palestinian, Princeton University, University of Southern, Columbia University Apartheid, Columbia, Cornell University and Yale, Research, The Wharton School, University of Pennsylvania, CNN, University of California, Columbia’s Faculty of Arts and Sciences, Federal Reserve, European Central Bank, Dallas Fed, Samsung, AMD, Starbucks, Benz Group, Volkswagen, PayPal, adidas, Diamondback Energy, Restaurant Brands, Pinterest, Caesars Entertainment, PMI, Conference Board, Mastercard, Qualcomm, Pfizer, Marriott, eBay, US Commerce Department, Apple, Novo Nordisk, Shell, ConocoPhillips, Cigna, Universal Music Group, Hershey, US Labor Department Locations: New York, New Jersey, University of Southern California, Los Angeles, Columbia, Palestine, Israel, Gaza, South Africa, Berkeley, United States, Europe, DoorDash

☆ 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

☆ These 8 stocks will post unexpectedly strong Q1 earnings during one of the best settings for stock-pickers in almost 20 years, according to Evercore
▼ + stars: | 2024-04-09 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

Evercore ISISurprisingly strong economic growth will fuel a 5.5% year-over-year jump in corporate earnings this quarter, according to Evercore. That would be well above analysts' consensus of about 3% but below the nearly 8% growth rate in Q4. 8 stocks set to outperform soonThough US stocks broadly may be in for a rough ride, stock-pickers shouldn't get too worried. To help with the search, Emanuel and company highlighted eight stocks set to outperform during the Q1 earnings season. Below are the eight companies listed in alphabetical order along with their ticker, market capitalization, sector, expected earnings release date, year-to-date earnings revision, and expected earnings growth rate relative to their sector peers.

Persons: —, Julian Emanuel, Emanuel, recalculate, Evercore, Emanuel's, didn't, shouldn't, Zscaler Organizations: Service, ISI, Business, PPG Industries

☆ Michael Bloomberg is worth an estimated $106 billion — but you won't find him on the Bloomberg rich list
▼ + stars: | 2024-04-07 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +3 min

Read previewThe release of Forbes' annual rundown of the world's billionaires has underlined a glaring omission from the Bloomberg Billionaires Index: Michael Bloomberg himself. Forbes ranked the 82-year-old Bloomberg LP founder in 12th place with an estimated $106 billion fortune as of March 8. Based on Forbes' wealth estimate, Bloomberg would be in joint 12th position with Michael Dell (also $106 billion) as of Thursday. Related storiesThe Bloomberg Index's methodology explains why the boss is missing: "Bloomberg News editorial policy is to not cover Bloomberg LP. As a result, Michael Bloomberg, the founder and majority owner of Bloomberg LP, isn't considered for this ranking."

Persons: —, Michael Bloomberg, Sergey Brin, Amancio Ortega, Carlos Slim Helu, Michael Dell, isn't, Forbes, Jensen Huang, Salomon Brothers, He's Organizations: Service, Forbes, Bloomberg, Business, Nvidia, Waltons, CVS Health, GM, New York City's Locations: Inditex, New York

☆ These undervalued dividend stocks are poised for a rebound, according to Wall Street
▼ + stars: | 2024-04-01 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Investors looking for income along with potential capital appreciation may want to check out a few underperforming dividend stocks. Still, dividend stocks tend to do well during periods of economic recovery, which is now underway, Bank of America said recently . At least 51% of analysts covering these stocks rate them a buy or overweight, and the names have at least 10% upside to the average price target, according to FactSet. Here are those stocks: Mondelez currently has a 2.4% dividend yield and 20% upside to the average price target. About 65% of the analysts covering the stock rate it a buy or overweight, per FactSet.

Persons: Savita Subramanian, Mondelez, Dirk Van de, Christopher Del Moral, Niles Organizations: Bank of America, CNBC, Oreo, Ritz, Chesapeake Energy, Southwestern Energy, East West Bancorp Locations: U.S, Europe, snacking, Marcellus Shale, East

☆ These stocks may have trouble living up to expectations for a big earnings turnaround this year
▼ + stars: | 2024-03-26 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

This in effect creates an 'implied' 2H of 2024 guidance that is perhaps excessively optimistic," CEO Adam Parker wrote Sunday. Parker's warning comes after S & P 500 reported earnings growth of 4.2% for the fourth quarter on a year-over-year basis, per FactSet. He also screened for stocks in which there's a big difference between earnings expectations for the first and the second half of the year. Parker surmises that these stocks may disappoint on these aggressive earnings turnarounds. Consensus estimates from analysts surveyed by FactSet suggest the stock, which is down nearly 5% this year, could gain 13.2% from Monday's close.

Persons: Adam Parker, Parker, AbbVie, FactSet, Wells Fargo, Estee Lauder Organizations: Research, Abbott Laboratories, Humana, Pharmaceutical, FactSet, Mondelez International, Procter, Gamble Locations: —, China, Monday's

☆ Disney gets a win in Nelson Peltz board fight. 2 other portfolio stocks mount comebacks
▼ + stars: | 2024-03-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Disney gets a win : A major proxy advisor weighed in on the Disney -Trian board battle. Glass Lewis said Monday it recommends Disney shareholders vote for the company's director nominees and not the slate forth by Trian's Nelson Peltz. 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, Glass Lewis, Trian's Nelson Peltz, Jay Rasulo, Nelson, Mondelez, Heinz, Jim, DuPont, Jim said, Stephanie Cohen, Goldman Sachs, Cohen, Jensen Huang, Jensen's, Jim Cramer's, Spencer Platt Organizations: CNBC, Nvidia, Apple, Disney, Procter & Gamble, GE Healthcare, General Electric, GE, Evercore, DuPont, Protection, Samsung, Taiwan Semiconductor Manufacturing, PepsiCo, Constellation Brands, Citi, GEHC, Traders, New York Stock Exchange, Getty Locations: China, New York City

☆ These cheap stocks will outperform in a pullback or a continued rally, says Evercore ISI
▼ + stars: | 2024-03-12 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +4 min

Laggard stocks that have underperformed the broader market could offer investors a good portfolio hedge, according to Evercore ISI. "We believe these stocks will outperform should the market continue higher as investors realize their unique earnings trajectory and valuation appeal," he said. "We also believe that these names will outperform in a correction given they have not participated fully in 2024's momentum." Evercore ISI has assigned the stock an outperform rating, although most analysts covering the stocks rate it as a hold. Most analysts covering the name have assigned it a buy rating — in line with Evercore ISI's outperform rating — with analyst consensus seeing a 5% rally ahead.

Persons: Julian Emanuel, Emanuel, Wells, Gamble, Truist, Mondelez, Hershey, — CNBC's Michael Bloom Organizations: ISI, Starbucks, Consumer, Procter, Gamble's Locations: Gamble's China

☆ Disney Heirs Line Up Against Activist Investors
▼ + stars: | 2024-02-29 | by ( Brooks Barnes | ) www.nytimes.com time to read: +1 min

It’s a classic Disney movie plot: A family comes together to fight an enemy. Only this time it is happening in real life, with the grandchildren of Walt and Roy Disney, who founded the company in 1923, joining forces to oppose Nelson Peltz, the activist investor who is waging a proxy battle for board seats. The heirs — nine in total, including Abigail E. Disney, who has at times been a harsh critic of Robert A. Iger, Disney’s chief executive — publicly lined up behind Mr. Iger and the current Disney board on Thursday. “These activists must be defeated,” Roy P. Disney, 66, said by telephone. Trian invests in great companies like Disney and helps them grow and thrive for the long term — and we have the track record to prove it at companies like P&G, Heinz and Mondelez.”

Persons: Walt, Roy Disney, Nelson Peltz, Abigail E, Robert A, —, Iger, “, ” Roy P, Peltz, Disney, Trian, Heinz, Mondelez, ” Organizations: Disney, Trian Partners

☆ 'I hate losing money' — Jim Cramer says he will vote to put Nelson Peltz on Disney's board
▼ + stars: | 2024-02-25 | by ( Paulina Likos | ) www.cnbc.com time to read: +5 min

As a Disney shareholder for the Club, Jim Cramer has decided to support activist investor Nelson Peltz's fight for seats on the board of the entertainment and theme parks giant. It means he's going to vote to put the Trian Partners founder Peltz and former Disney CFO Jay Rasulo on the Disney board. Jim believes Peltz and Rasulo will hold Disney's board and management accountable for making changes to fix the business and turn around the company's underperforming stock. "It is ridiculous to me that Netflix has crushed Disney," Jim said. 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, Nelson Peltz's, Jim, Peltz, Jay Rasulo, Ike Perlmutter, Perlmutter, Mondelez, Kraft Heinz, Bob Iger, Iger, Nelson Peltz, Hugh Johnston, Jim —, Jim Cramer's Organizations: Club, Trian Partners, Disney, Marvel Entertainment, Marvel, Netflix, Procter & Gamble, CNBC Locations: New York City, PepisCo

☆ Mondelēz CEO Dirk Van de Put on consumer demand, food inflation and geopolitical pressures
▼ + stars: | 2024-02-22 | 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 EmailMondelēz CEO Dirk Van de Put on consumer demand, food inflation and geopolitical pressuresMondelēz International CEO Dirk Van de Put joins 'Squawk on the Street' to discuss the state of consumer, demand outlook, impact of inflation, and more.

Persons: Dirk Van de Organizations: Mondelēz

☆ Cocoa prices just hit a record high. Here's what's driving the gains and what it means for chocolate makers
▼ + stars: | 2024-02-17 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +7 min

If you think chocolate prices this Valentine's Day were more expensive than usual, it's not you. Year to date, futures contracts are up nearly 27%, with cocoa prices rising in six of the past seven weeks. Here's a breakdown of what's driving cocoa prices higher and how it impacts the investment case around two major chocolate stocks. Doshi thinks cocoa prices could sell off about 20%, taking them to around $4,500 to $4,800 per ton. In an interview with CNBC last week, he underscored the rising cocoa price outlook as the key driver for his lower rating.

Persons: Humza Hussain, El, Aakash Doshi, Doshi, Bernstein, Bruno Monteyne, … There's, Mondelez, Alexia Howard, Hershey, Michele Buck, Bernstein's Howard, Howard, I'd, Bryan Spillane, Morgan Stanley, Pamela Kaufman, Bank of America's Spillane Organizations: Asset Management, CNBC, Hershey, Citi, 2H, Street, Bank of America, Bank of, Cadbury Locations: Mondelez, El Niño, Ghana, Ivory, Nigeria, Europe

☆ Here are Thursday's biggest analyst calls: Nvidia, Apple, Microsoft, Qualcomm, Target, AT&T, Tesla & more
▼ + stars: | 2024-02-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Thursday's biggest calls on Wall Street: Morgan Stanley downgrades ZoomInfo to equal weight from overweight Morgan Stanley said it sees a slowing recovery for the software company. Morgan Stanley reiterates General Motors as overweight Morgan Stanley said it's standing by the auto giant and that GM shares are "cheap." Mizuho reiterates Nvidia as buy Mizuho said it's standing by the stock heading into its GTC Conference in March. Morgan Stanley names Docebo a top pick Morgan Stanley named the ed-tech company a top pick. " Morgan Stanley reiterates Bloom Energy as overweight Morgan Stanley said the energy company is an "underappreciated AI winner."

Persons: Morgan Stanley downgrades ZoomInfo, Morgan Stanley, Oppenheimer, AAPL, it's, Mizuho, Goldman Sachs, Goldman, Redburn, Tesla, Daiwa, Jefferies, StoneCo, Wells, JPMorgan downgrades Lennox, LII, Docebo, Kraft Heinz, Mondelez, Kate McShane, Wolfe, Cash Organizations: OW, Apple, Motors, Nvidia, Conference, Citi, Qualcomm, Samsung, Deutsche Bank, Deutsche, Humana, Microsoft, Rockwell Automation, Rockwell, JPMorgan, UBS, SilverBow Resources, Regency, Kraft, Target, RBC downgrades New York Community Bancorp, RBC, New, Community Bancorp, Bloom Energy, Boston Scientific, Mizuho Locations: Boston

☆ Mondelez CEO: We don't want to do acquisitions that we cannot get a very good return on
▼ + stars: | 2024-01-31 | 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 EmailMondelez CEO: We don't want to do acquisitions that we cannot get a very good return onDirk Van de Put, Mondelez CEO, joins 'Squawk on the Street' to discuss the company's outlook going forward, the greater volatility given the geopolitical landscape, and more.

Persons: Dirk Van de Organizations: Mondelez

☆ Stocks making the biggest moves premarket: Google, Advanced Micro Devices, Starbucks and more
▼ + stars: | 2024-01-31 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

The Google parent topped Wall Street's expectations on the top and bottom lines, but recorded advertising revenue of $65.52 billion. Advanced Micro Devices — The semiconductor company's shares slid 4.3% after posting fourth-quarter earnings Tuesday that came out in line with consensus expectations. Starbucks – Shares of the coffee chain were higher in premarket trading even after a disappointing financial update for its fiscal first quarter. Starbucks posted earnings per share of 90 cents, falling below analysts' expectations by 3 cents, according to LSEG. Manhattan Associates — The supply chain software provider surged 11% premarket after fourth quarter earnings and revenue topped analysts' highest estimates, and issued first quarter financial guidance that also surpassed expectations.

Persons: Byron Allen, Tesla, Elon Musk, Mondelez, Morgan Stanley, —, Macheel, Alex Harring, Samantha Subin, Yun Li, Scott Schnipper Organizations: Google, StreetAccount, Paramount Global, Paramount, AMD, Microsoft, Boeing, Starbucks, Technologies, Manhattan Associates Locations: LSEG, Delaware

☆ Mondelez CEO: Consumers feel 'much better' about the economy
▼ + stars: | 2024-01-31 | 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 EmailMondelez CEO: Consumers feel 'much better' about the economyDirk Van de Put, Mondelez CEO, joins 'Money Movers' to discuss the company's quarterly earnings results, the snack maker's business slowdown, and whether the consumer has begun to push back against prices.

Persons: Dirk Van de Organizations: Mondelez

☆ Stocks making the biggest moves after hours: Microsoft, Alphabet, Starbucks, AMD and more
▼ + stars: | 2024-01-30 | by ( Hakyung Kim | ) www.cnbc.com time to read: +4 min

Electronic Arts — The stock declined 3.3% after its fiscal third-quarter revenue came in below estimates. Google ad revenue came in at $65.52 billion, short of analysts' expectations for $65.94 billion, per StreetAccount. Starbucks' fiscal first-quarter adjusted earnings came in at 90 cents per share on revenue of $9.43 billion. This fell short of analysts' expectations for 93 cents in earnings per share and revenue of $9.59 billion, per LSEG. Revenue came in at $194 million, reflecting a 53% increase from a year earlier.

Persons: Elon Musk's, Richard Tornetta, Laxman Narasimhan, Stryker, Skyworks, Liam Griffin, Robert Half, FactSet, Teradyne, Darla Mercado, Scott Schnipper Organizations: Microsoft, LSEG, Electronic Arts, EA, Google, Starbucks, AMD, Powell Industries Locations: Delaware, Asia, North America, LSEG

☆ This week will make it clearer if the Fed will cut interest rates in March
▼ + stars: | 2024-01-28 | by ( Bryan Mena | ) edition.cnn.com time to read: +11 min

Washington, DC CNN —A slew of economic news this week will make it much clearer if the Federal Reserve will cut interest rates in March. The Labor Department is due to release four crucial assessments of America’s job market, gauging labor demand, wage growth, productivity and hiring. Wages and the Fed on Wednesday: The day after, the Labor Department releases its Employment Cost Index for the fourth quarter, a comprehensive measure of employers’ labor costs. The US Labor Department releases December data on job openings, quits, hires and layoffs. The US Labor Department releases its Employment Cost Index for the fourth quarter.

Persons: that’s, ”, Christian Scherrmann, Jerome Powell, ” Michael Feroli, “, ” Feroli, Powell, Alicia Wallace, Joe Brusuelas, Jerome Powell’s Organizations: CNN Business, Bell, DC CNN, Federal Reserve, Labor Department, DWS, Labor, Survey, Fed, Employers, PCE, Federal, Commerce Department, RSM, Whirlpool, Microsoft, UBS, HCA Healthcare, General Motors, Cleveland Cliffs, Mondelez International, JetBlue Airways, Global, US Labor Department, Board, National Bureau of Statistics, Novo Nordisk, Mastercard, Novartis, Boeing, ADP, Nasdaq, Nomura Holdings, Apple, Shell, Honeywell, Deutsche Bank, Clorox, Quest Diagnostics, United States Steel, Bank of England, P Global, Institute for Supply Management, Exxon Mobil, AbbVie, Regeneron Pharmaceuticals, University of Michigan Locations: Washington, Marathon, Cleveland, Chevron

☆ 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

☆ HSBC sees limited stock market gains after record-setting rally, tells investors to wait for a better entry point
▼ + stars: | 2024-01-24 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

The stock market may not go much higher for the rest of 2024, according to HSBC. "We expect to see better entry points once the market re-prices rates expectations." That's compared to market expectations of 140 basis points. "That slowing would likely dampen earnings growth expectations and increase recession probabilities." Tech and consumer discretionary sectors should see the highest earnings growth, according to the firm.

Persons: Stocks, Nicole Inui, Inui, Goldman Sachs Organizations: HSBC, Fed, Tech, Stock, Walmart, CVS Health, Procter & Gamble, Mondelez, Industries, Chevron, Citigroup Locations: Howden

☆ These dividend-growing stocks are ripe for the picking in 2024, Morgan Stanley says
▼ + stars: | 2024-01-10 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +3 min

Dividend-growing stocks offer investors the ultimate of benefits: the prospect of rising income and stock price appreciation, Morgan Stanley found. Tech isn't usually associated with dividend income, but some semiconductor-related stocks made it to Morgan Stanley's list. Broadcom , an artificial intelligence beneficiary whose shares are up 88% in the past year, was also highlighted on Morgan Stanley's list of dividend ideas. Finally, Mondelez International , maker of Sour Patch Kids candy and Oreo cookies, made it to Morgan Stanley's list of dividend growers. Other names that made Morgan Stanley's list of companies that have raised their dividends include Accenture , Microsoft , Marathon Petroleum and D.R.

Persons: Morgan Stanley, Todd Castagno, Castagno, Morgan Stanley's, Lam, Atif Malik, Morgan, Goldman Sachs, Morgan Stanley's Pamela Kaufman, Mondelez Organizations: Federal Reserve, Equity, Tech, Lam Research, FactSet, Citi, Broadcom, Mondelez, Accenture, Microsoft, Marathon Petroleum Locations: U.S, Horton

☆ December's 'best-in-class' stocks include this obesity beneficiary, Wall Street analysts say
▼ + stars: | 2023-12-02 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

An obesity beneficiary and a snack foods company are just a few of the top stocks to buy in December, analysts said this week. Wall Street research firms named a slew of companies that they believe have upside heading into the years end. Obin said the company has a "preponderance" of margin tailwinds for 2024, including "differentiated auto exposure, underappreciated margin expansion opportunities, and best-in-class execution." "We are including BUY-rated EL in our research team's Best-of-Breed Bison initiative, which focuses on long-term best-in-class companies with sustainable competitive moats," analyst Linda Bolton Weiser said earlier this week. Estee Lauder — DA Davidson, buy rating "We are including BUY-rated EL in our research team's Best-of-Breed Bison initiative, which focuses on long-term best-in-class companies with sustainable competitive moats.

Persons: Estee Lauder, Gracell Biotechnologies, Eli Lilly, Andrew Obin, Obin, it's, Nik Modi, Modi, MDLZ, Mondelez, LSEG, Estee Lauder DA Davidson, Linda Bolton Weiser, Bolton Weiser, Gracell, Eli Lilly — Morgan Stanley, Estee Lauder —, Davidson Organizations: CNBC, ITT, Gracell, Bank of America, RBC, ISI, pharma, ITT — Bank of America

☆ Mars, accused of using child labor in its supply chain, says it aims to end the practice
▼ + stars: | 2023-11-30 | by ( Amelia Lucas | ) www.cnbc.com time to read: +3 min

For more than two decades, the world's largest chocolate makers have been pledging to eliminate — or at least reduce their reliance on — child labor. For its part, Mars' latest deadline to end child labor in its supply chain is 2025. The company said more than 65% of its West African cocoa supply chain has already achieved compliance. Read the full statement from Mars below:Mars unequivocally condemns the use of child labor. It has no place in our supply chain, and we are fully committed to helping to eradicate it.

Persons: Mars, Cargill Organizations: CBS News, CNBC, CBS, of Washington, Cargill, U.S, Supreme, Nestle USA, Labor, Cocoa Initiative, ICI, Rainforest Alliance, Fairtrade, CNBC PRO Locations: Ghana, Superior, West Africa

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