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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

☆ Linde's guidance leaves investors wanting more. We're saying thanks to the sellers
▼ + stars: | 2024-05-02 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

Shares of Linde fell on Thursday after the industrial gas giant reported mixed first-quarter results and its guidance left some investors wanting more. We're not sure of the rationale for excluding it but that explains why we're not fretting about Linde's lack of guidance raise. Guidance For the second quarter, Linde projects adjusted EPS between $3.70 and $3.80, which implies 5% to 7% year-over-year growth, excluding currency impacts. As always with Linde, the midpoint of the guidance assumes no economic improvement. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Linde, —, Sanjiv Lamba, Matthew White, White, Lamba, Eaton, We're, we're, Jim Cramer's, Jim Cramer, Jim, Michaela Rehle Organizations: Linde, Revenue, LSEG, Products, Management, LIN, Nvidia, CNBC Locations: Munich, Pullach, Germany

LIN YTD mountain Linde YTD Bottom line Industrial gas giant Linde (LIN) delivered the kind of quarter we've come to expect: Double-digit earnings growth and a lift to its profit guidance. While the top-line sales figure was light, Linde's strong operating margin expansion in the quarter more than made up for it. In good economic times and bad, Linde's model of continued margin expansion with project growth has enabled earnings per share growth of at least 10% annually. That means the current backlog of $4.5 billion should be worth a few percentage points of earnings growth next year. Linde sees fourth-quarter earnings per share falling to between $3.38 and $3.48, compared with the $3.46 consensus estimate from analysts.

Persons: Linde, Jim Cramer, Jim, Matt White, Sanjiv Lamba, Lamba, Wall, —, Jim Cramer's Organizations: LIN, Linde, Morning, Management, CNBC, Tanks, Bloomberg, Getty

☆ These industrials are powering ahead after a bleak start to the year
▼ + stars: | 2023-08-04 | by ( Morgan Chittum | ) www.cnbc.com time to read: +7 min

CAT YTD mountain Caterpillar (CAT) year-to-date performance. Caterpillar had a stand-out quarter , delivering big on an item that previously dinged its share price. The company's backlog – sales made, but not yet completed and recorded — increased to $30.8 billion, an increase of $2.2 billion year-over-year. EMR YTD mountain Emerson Electric (EMR) year-to-date performance. Emerson Electric posted a strong quarter , with better-than-expected profit margins and a raised full-year outlook for sales and earnings.

Persons: Industrials, Stanley Black, Decker, Rockwell, Stanley, Morgan Stanley, Linde, Sanjiv Lamba, Jim Cramer, Jim Cramer's, Jim, David Paul Morris Organizations: Club, Caterpillar, Emerson Electric, Honeywell, Linde, LIN, CAT, U.S, Emerson, Rockwell Automation, Revenue, Citi, CNBC, Bloomberg, Getty Locations: North America, Wall, West Sacramento , California

☆ Linde PLC CEO Sanjiv Lamba goes one-on-one with Jim Cramer
▼ + stars: | 2023-07-31 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Linde PLC CEO Sanjiv Lamba goes one-on-one with Jim CramerLinde PLC CEO Sanjiv Lamba sits down with 'Mad Money' host Jim Cramer to talk the company's end markets, technologies used for clean energy and reinvestments.

Persons: Sanjiv Lamba, Jim Cramer Linde, Jim Cramer Organizations: Linde

☆ CEOs do matter when picking stocks. 5 things we look for in a leader and examples from our portfolio
▼ + stars: | 2023-06-21 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +16 min

It's not unusual for a company's stock price to soar — or sink — on news of a CEO shakeup. So, CEOs matter when picking stocks — and at the Club, these are the five things we look for when evaluating the leaders of our holdings. A stock's day-to-day and even month-to-month performance may not truly reflect how well a CEO is leading a company. Trust has value, and the stocks of companies led by reputable CEOs with competent management teams can trade at premium valuations. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Mary Dillon, Locker, J im Cramer, buybacks, Rainer Blair, —, Kevin Johnson, Marc Benioff, Mark Zuckerberg, Zuckerberg, we've, Bruce Broussard, Humana, Jeff Smith's, Craig Jelinek, who's, that's, Jelinek, it'd, Andy Jassy, Tim Cook, he's, Cook, Jim Cramer's, Dan Schulman, Sanjiv Lamba, Linde, Lamba, Eli Lilly, Dave Ricks, Eli Lilly's, Jim, Lilly, Jim Farley, Farley, Elon Musk's Tesla, Ford, LLY, Jim Cramer, Spencer Platt Organizations: Club, McKinsey & Co, Natural Resources, GE Life Sciences, SVB Securities, Starbucks, Humana, Bain & Co, Costco, CNBC, Apple, Amazon's, Football, MGM, Management, PayPal, Linde, LIN, Ford Motor, Wall, EV, Ford, The New York Stock Exchange, Financial, Getty Locations: U.S, Manhattan, New York City

HOUSTON, March 8 (Reuters) - Billions of dollars in clean energy incentives are poised to speed investment on American soil while putting the European Union's energy transition at risk by luring away money and talent, executives at the CERAWeek energy conference said this week. European energy companies echoed the call for Europe to come up with its own new incentives. Patrick Pouyanne, CEO of French energy giant TotalEnergies told the conference the IRA was an "invitation to accelerate green infrastructure." In Europe, you begin to regulate," he said, adding that Europe and the United States should consider forming a free trade agreement on renewable energy infrastructure. Ken Gilmartin, CEO of British engineering firm Wood Plc, said the IRA would put the United States in first place in the decarbonization race.

☆ CERAWEEK Biden climate law will stumble without permitting reform, industry warns
▼ + stars: | 2023-03-07 | by ( ) www.reuters.com time to read: +3 min

HOUSTON, March 6 - The Biden administration's climate law, which provides hundreds of billions of dollars in clean energy incentives to fight global warming, won't be fully effective without permitting reform, executives told the CERAWeek energy conference on Monday. "If the permitting reform doesn't happen, the IRA may not get its full use and benefit," Bold Baatar, who runs the copper business at mining giant Rio Tinto Plc (RIO.AX)(RIO.L), told the Houston conference. White House Energy Adviser John Podesta told the conference permitting reform was high on the administration's agenda. "The permitting process for clean energy infrastructure, including transmission, is plagued by delays and bottlenecks," Podesta said. "I was a little bit nervous, because when John Podesta kept talking about permitting reform, he only talked about renewables," Sullivan told the conference.

☆ State of the portfolio: What Biden's address means for 10 Club stocks from Caterpillar to Ford
▼ + stars: | 2023-02-08 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

President Joe Biden 's State of the Union address put the spotlight on multiple tailwinds that will benefit 10 Club holdings including Caterpillar (CAT) and Ford (F). Linde Linde, a longtime Club holding, supplies industrial gases needed at semiconductor manufacturing facilities, known as fabrication plants. 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.

Feb 7 (Reuters) - Germany's Linde (LIN.N), on Tuesday forecast higher earnings for 2023 and said it plans to invest $7-$9 billion over the next two-to-three years in clean energy projects to benefit from demand from companies seeking to cut emissions. Chief Executive Sanjiv Lamba said on a conference call that as part of that investment, Linde plans to spend $3 billion to convert 11 to 13 existing assets to clean hydrogen. The total investment opportunity for the German company in the United States alone could exceed $30 billion over the next decade, CEO Lamba said in late 2022. It reported fourth-quarter adjusted earnings of $3.16 per share, beating analysts' $2.91 per share estimate in a Refinitiv poll. Reporting by Bartosz Dabrowski and Andrey Sychev in Gdansk; Editing by Milla Nissi and Sharon SingletonOur Standards: The Thomson Reuters Trust Principles.

☆ Linde forecasts earnings growth in 2023 supported by hydrogen deals
▼ + stars: | 2023-02-07 | by ( ) www.reuters.com time to read: +1 min

Feb 7 (Reuters) - Linde (LIN.N), , the world's largest industrial gases company, forecast earnings growth for 2023 on Tuesday after better-than-expected fourth-quarter profit, boosted by clean hydrogen projects as companies seek to cut emissions. "We are well positioned to win more than our fair share of high-quality projects, primarily in clean-energy," Chief Executive Sanjiv Lamba said in an earnings statement. Linde has consistently beaten earnings estimates over the past two years, benefiting from growing hydrogen investments. The group forecast 9-12% growth in 2023 earnings per share excluding currency headwinds, also citing its balanced end-market portfolio, high network density and capital discipline. Reporting by Bartosz Dabrowski and Andrey Sychev in Gdansk; Editing by Milla NissiOur Standards: The Thomson Reuters Trust Principles.

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