Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Rogers Corporation"


4 mentions found


In an up-and-down market since our July Monthly Meeting, we added two stocks to our portfolio: an industrial name and an emerging cloud play. The business software giant is emerging as a cloud infrastructure name that has really come on as of late. For years, Oracle lagged behind the likes of Amazon Web Services, Azure, and Google Cloud, but the company hit a turning point when it launched its second-generation cloud infrastructure offering, called Oracle Cloud Infrastructure Generation 2, or OCI Gen 2, in the summer of 2020. Total cloud revenue growth surged to 54%, with 45% growth for Cloud Applications and 76% growth for Cloud Infrastructure. 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, I'm, Ed Breen, DuPont, Rogers, Dupont, Jim Cramer's, Jim, Spencer Platt Organizations: Oracle, DuPont, Amazon Web Services, Google, Oracle Cloud Infrastructure, Nvidia, Cloud Infrastructure, Management, Microsoft, Federal Reserve, Rogers Corporation, CNBC, Traders, New York Stock Exchange, Getty Locations: China, DowDuPont, New York City
Following Monday's trade, Dupont will have a 1% weighting in Jim Cramer's Charitable Trust, the porfoltio we use for the Club. 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. Traders work on the floor of the New York Stock Exchange (NYSE) on August 02, 2023 in New York City.
Persons: Dupont, Jim Cramer's, DuPont, it's, repurchased, There's, Ed Breen, Jim Cramer, Jim, Spencer Platt Organizations: DuPont, Jim Cramer's Charitable Trust, Club, DuPont Electronics &, Devices, Rogers Corporation, Rogers, JPMorgan, CNBC, Traders, New York Stock Exchange, Getty Locations: China, Celanese, New York City
The stock we're adding first is DuPont (DD). In conjunction with the transaction, DuPont was in the process of selling its Mobility & Material (M & M) business to Celanese for $11 billion in cash. 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: we'll, DuPont couldn't, Rogers, Celanese, that's, Steve Tusa, Ed Breen, Jim Cramer's, Jim Cramer, Jim Organizations: Dow Jones, DuPont, Investing, Rogers Corporation, Federal Reserve, JPMorgan's, Industry, CNBC, New York Stock Exchange, Bloomberg, Getty Locations: Celanese, China, New York
"A regime change, if you will, is taking place in the market, where small caps are going to do better," said Francis Gannon, co-chief investment officer at Royce Investment Partners, which focuses on small caps. Now investors are pointing to the recent rally as proof that small caps are on the verge of a prolonged period of outperformance. 'Massively outperform' Michael Sesser, equity portfolio manager of the $558-million DWS Small Cap Core fund, believes small caps will "massively outperform" large caps over the next five to 10 years. Cantaloupe , a retail service digital payments company with a $373 million market cap, and medical imaging provider RadNet ($1.2 billion market cap) are among Sesser's picks. DWS Small Cap also owns metallurgical coal producers serving the steel industry, namely Alpha Metallurgical Resources ($2.7 billion market cap), Arch Resources ($2.6 billion market cap) and Peabody Energy ($4.2 billion market cap).
Total: 4