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☆ Jim Cramer sees Ford and Costco nearing buy levels. Here's the story behind each
▼ + stars: | 2024-04-03 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

Ford and Costco are approaching good levels to pick up additional shares, according to Jim Cramer. "Costco shares have given back some recent gains but business is strong," said Jeff Marks, the Club's director of portfolio analysis. Ford fundamentals Shares of Club name Ford rose 2.8% to $13.65 each Wednesday after vehicle sales in the first quarter grew 6.8%. "These numbers do not show the profitability of Ford," Jim said Wednesday, suggesting investors should value the company at higher levels. Ford shares need to catch up to crosstown rival General Motors , he argued.

Persons: Jim Cramer, Jeff Marks, Jim, Gordon Haskett, I'm, Craig Jelinek, Rich Galanti, Ron Vachris, Gary Millerchip, Jim Cramer's, Charly Triballeau Organizations: Ford, Costco, University of Michigan, Motors, GM, Wall, CNBC, AFP, Getty Locations: Inwood , New York

☆ Monthly Meeting Q&A with Jim Cramer: Everything from energy to Costco to embracing sell-offs
▼ + stars: | 2024-03-29 | by ( Paulina Likos | ) www.cnbc.com time to read: +10 min

Here are the responses from Jim Cramer and Director of Portfolio Analysis Jeff Marks. (Vincent, New York) Jeff Marks: Due to the elevated power needs data centers require, energy demands will be higher. (Steve, Michigan) Jim Cramer: I don't blame you for switching to CrowdStrike from Palo Alto, but I had Palo Alto CEO Nikesh Arora on last week. Jim Cramer: The numbers are no good here right now. 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, Jeff Marks, Vincent, Nikesh Arora, I'm, Gwen, haven't, Peter Lynch, Charlie Scharf, Wells, Nick, it's, Rich Galanti, they'll, Stanley Black, Decker, Morgan Stanley, there's, Danaher, Sam, We've, Laxman Narasimhan, Jim Cramer's, Jim Organizations: Investing Club, Coterra, Palo Alto Networks, Palo, Palo Alto, PepsiCo, Coca, Nvidia, AMD, Magellan Fund, Club, JPMorgan, Broadcom, VMWare, Apple, Developers, Jim Cramer's Charitable, CNBC Locations: Vincent , New York, Eaton, China, Steve , Michigan, Palo Alto, Palo, Wells Fargo, Jim , Arizona, Costco, Elizabeth , Pennsylvania, Linda , Ohio, iPhones, Steve , Mississippi, United States

☆ Non-members will no longer be able to buy Costco's iconic $1.50 hot dog combo
▼ + stars: | 2024-03-27 | by ( Nicolas Vega | ) www.cnbc.com time to read: +2 min

Starting next month, you might need to pay $60 for access to Costco's famous $1.50 hot dog. That's because the wholesale retailer will soon be barring non-members from dining at a number of its food courts. Though shopping at Costco and enjoying the chain's deals and discounts has always required an annual membership, the food court has traditionally been open to the public. Sign up for CNBC's new online course How to Earn Passive Income Online to learn about common passive income streams, tips to get started and real-life success stories. Plus, sign up for CNBC Make It's newsletter to get tips and tricks for success at work, with money and in life.

Persons: Rich Galanti Organizations: Costco, CNBC Locations: Issaquah , Washington

☆ Costco is at the vanguard of the fight against inflation, says Jim Cramer
▼ + stars: | 2024-03-08 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Costco is at the vanguard of the fight against inflation, says Jim Cramer'Mad Money' host Jim Cramer looks at Costco and the legacy of outgoing CFO Rich Galanti.

Persons: Jim Cramer, Rich Galanti Organizations: Costco

☆ 5 reasons to own Costco despite premium valuation and near record high stock price
▼ + stars: | 2024-02-14 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

BMO Capital Markets increased its Costco price target to $770 per share from $700 and kept its buy-equivalent outperform rating on the stock. After last week's release of solid January sales, Costco got a slew of price target raises. COST YTD mountain COST stock price year to date. Costco shares are high in price and also expensive on a valuation basis. Costco stock caught a series of analyst price target increases following last week's strong sales report for the retail month of January.

Persons: Rich Galanti, Gary Millerchip, Galanti, Costco's, Jim Cramer's, Jim Cramer, Jim Organizations: Costco, BMO Capital Markets, BMO, Walmart, Target, Analysts, Gold, UBS, CNBC, Kroger Locations: U.S, Canada, Mexico, North America, United States, South America, China, Shanghai

☆ Here are Jim Cramer’s rapid-fire takes on 5 stocks in the news Tuesday
▼ + stars: | 2024-02-06 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +1 min

Broadcom – JPMorgan reinstated coverage on Broadcom , also a Club stock, following a period of restrictions. Jim said of Broadcom: "Those who don't own this stock, I'd still buy it." "Gross margins are really good. "They are really cyber terror. They are actually terror," Jim said, meaning Palantir focuses its big data protection against cyber terrorists.

Persons: Rich Galanti, Gary, Millerchip, Rich, Jim Cramer, Cramer, Jim, Palantir, DocuSign Organizations: Costco, Kroger, CNBC, Club, Broadcom, JPMorgan, Computer, Spotify, Palo

☆ Costco and TJX crushed rivals in an inflationary world. What happens as prices come down?
▼ + stars: | 2024-02-04 | by ( Paulina Likos | ) www.cnbc.com time to read: +10 min

Costco and TJX Companies should be able to manage the emerging transition to deflation by leveraging their deep value propositions to get customers to buy more. Average sale prices on other items like TVs have been lower while unit sales have gone higher. Membership fee revenue is some of the glue that allows Costco to keep prices so low. Costco can boost sales in either scenario by "encouraging its members to buy more items to get more savings," Feldman said. Like Costco, Feldman said the off-price retailer would need to increase revenue either through price or number of units.

Persons: won't, Joe Feldman, Jim Cramer, Rich Galanti, Galanti, Feldman, It's, They'll, Jefferies, TJX, We'll, Jim Cramer's, Jim, Robert Nickelsberg Organizations: Costco, TJX, Marshalls, Federal, Fed, Telsey Advisory, Kirkland, CNBC, Costco Wholesale, Getty Locations: Maxx, stoke, TJX, Colchester , Vermont

☆ Costco CFO says China has huge potential as he gives us a peek at international expansion plans
▼ + stars: | 2024-01-30 | by ( Paulina Likos | ) www.cnbc.com time to read: +8 min

The world's second-largest economy has "very good potential" for Costco expansion, CFO Rich Galanti told CNBC. In an interview with Galanti, the warehouse club's numbers cruncher gave CNBC a glimpse at Costco's longer-term expansion plans. Costco plans to open one more China location this calendar year after the debut earlier this month of the store in the southern Chinese city of Shenzhen. Costco's international segment "continues to grow as a percent of the store base," he told CNBC. Shoppers queue in the parking lot to enter the Costco Wholesale Corp. store in Shenzhen, China, on Sunday, Jan. 14, 2024.

Persons: Rich Galanti, Galanti, Craig Jelinek, Jim Cramer, We've, Jelinek didn't, Ron Vachris, signups, Phillip Blee, William Blair, Blee, cardholders, Corey Tarlowe, Tarlowe, Michael Baker, Davidson, Kirkland, bode, Jim Cramer's, Jim, Qilal Shen Organizations: Costco, CNBC, cruncher, Disney, Jefferies, D.A, Kirkland, Tarlowe, Shoppers, Costco Wholesale Corp, Bloomberg, Getty Locations: Shenzhen, China, Canada, North America, United States, Mexico, South America, Shanghai, U.S, —

☆ Monthly Meeting Q&A with Jim Cramer on everything from tech to health care to industrials
▼ + stars: | 2023-10-12 | by ( Paulina Likos | ) www.cnbc.com time to read: +13 min

(Todd) Jim Cramer: I believe that the rally in oil was a short squeeze that is now over. (John) Jim Cramer: FTC chair Lina Khan does not have a strong antitrust case against Amazon (AMZN) – her arguments don't make sense. (Norman) Jim Cramer: We like to have something related to the housing cycle that could make money. (James) Jim Cramer: This is more of an art, not a science. 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, It's, Todd, Joe Biden, Tom Jorden, Donald, John, it's, Zev Fima, I've, Peter, Marc Benioff, Lina Khan, Khan, David, Rich Galanti, Eli Lilly, LLY, we've, Lilly, clobbered, Mounjaro, Stanley Black, Decker, that's, James, Michael Steinhardt, Rhonda, Vimal Kapur, Darius Adamczyk, Jim Organizations: Investing Club, Federal Reserve, Nvidia, Fed, Apple, Shark, ESPN, Our, Nasdaq, Amazon, Costco, Diabetes, Procter & Gamble, Honeywell, Electric, GE, Raytheon Technologies, CNBC Locations: Russia, China

☆ How our retail stocks are battling a rise in theft — and why they are set up to win
▼ + stars: | 2023-06-22 | by ( Paulina Likos | ) www.cnbc.com time to read: +8 min

Many retailers are grappling with a rise in theft at their stores that is cutting into profits. Most losses were attributed to organized retail crime, employee theft and process-control failures. While theft is an industry-wide phenomenon, the shrink headwind appeared to have more of a material impact among discount retailers. Off-price retailer TJX Companies (TJX) also cited shrink as a headwind to gross margins in its latest results . At its stores, TJX has also made efforts to better secure expensive merchandise by putting it behind locked cases and using more innovative tagging.

Persons: —, hasn't, Jim Cramer's, Locker, Dana Telsey, TJX, Tom Nikic, Foot Locker, Nikic, Wedbush, Jim, Mary Dillon's, Rich Galanti, We've, Telsey, they're, Jim Cramer, Victor J Organizations: National Retail Federation, UBS, TJX Companies, Costco, Telsey Advisory, CNBC, TAG, Wedbush, Management, TJ Maxx, Blue, Bloomberg, Getty Locations: FL, New York, U.S

☆ Here are the 10 stocks we consider our core holdings in the Club portfolio — and why
▼ + stars: | 2022-11-17 | by ( Jeff Marks | ) www.cnbc.com time to read: +12 min

At the Investing Club, we generally try to keep our portfolio to around 30 stocks, give or take a few. In light of Thursday's "Monthly Meeting," we wanted to identify what we consider our 10 core holdings of the 32. We may consider a stock a core holding today but that could change three months from now. Management sees its post-separation core business growing revenues at a high single-digit clip and earnings-per-share increasing in the double digits. The stock provides a stellar dividend yield of nearly 3.5%, and the bank has plenty of excess capital to repurchase stock quarter after quarter, while other banks have paused their buybacks.

☆ This market is not the dot-com crash or the financial crisis. Here's how to play it
▼ + stars: | 2022-09-25 | by ( Jim Cramer | ) www.cnbc.com time to read: +21 min

The S & P 500 never really got out of control back then — and, relative to bonds, it didn't either. The Fed chairman, correctly, feared the economy was going to crash, and he would have been right. I think that's certainly how people act. I think that most participants have decided there's no hope and they are using an analogue that's 2000-2001 (dot-com bubble bursting) or even 2007 (before the financial crisis and the Great Recession). Autos have been hurt by supply chain but I think that's coming to an end.

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