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☆ Here's where we stand after this week's big back-to-back market declines
▼ + stars: | 2022-12-06 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

We plan to update the Investing Club with some new additions in the coming days. 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. The Dow Jones opened low this morning continuing its downward trend dipping more than 400 points as the stock market closed on Monday.

☆ December tends to be a strong month for the market. Here's how our stocks have done recently
▼ + stars: | 2022-12-05 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

So thought we'd look at what the Santa Claus rally phenomenon is all about and which Club stocks have had the best and worth December track records in recent years. It's a seven-day stretch over which the S & P 500 has historically tended to climb. The entire month of December has actually proven to be a historically strong period for the stock market. Investors would surely welcome a strong December after a terrible 11 months for the stock market. The S & P 500 tanked more than 9% that December, which at the time was its worth monthly performance in nearly a decade.

☆ Why Wall Street's bullish on 3 Club stocks Wednesday — and our take, too
▼ + stars: | 2022-11-30 | by ( Paulina Likos | ) www.cnbc.com time to read: +5 min

Apple (AAPL), Constellation Brands (STZ) and Ford Motor (F) were subject to Wall Street research on Wednesday. Club take: China's Covid-19 lockdown measures have posed a risk to Apple's iPhone manufacturing, but we believe it's a temporary one. Club take: Ford has benefitted from higher pricing power as a result of supply chain challenges impacting production. 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 .

☆ Jim Cramer's Investing Club meeting Wednesday: Fed speech, stock picks, Alphabet's costs
▼ + stars: | 2022-11-30 | by ( Krystal Hur | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Fed Chair Powell to speak Defensive growth stocks Alphabet's high costs 1. 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.

☆ Jim Cramer's Investing Club meeting Tuesday: Stock picks, Disney pivot, Microsoft confidence
▼ + stars: | 2022-11-29 | by ( Krystal Hur | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Stock picks Here are two stock picks Jim Cramer highlighted Tuesday for new Club members: Estee Lauder (EL): We're bullish on the prestige beauty company's stock and have been slowly adding to our small position since late September . 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.

☆ These defensive stocks are looking more attractive in this topsy-turvy market
▼ + stars: | 2022-11-29 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

We are talking about stocks that offer defensive growth and do even better if the economy slows down. (DHR) Even Linde (LIN) has some defensive growth attributes, but the stock just had a huge move and we are looking for a little more of a pullback. Our preference is still with stocks that offer defensive growth. We understand buying defensive growth today means you aren't catching the bottom, but bottom fishing is often called an expensive hobby for a reason. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

☆ How we're thinking about our Club stock exposure to China following Covid protests
▼ + stars: | 2022-11-28 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +7 min

Global stocks slumped Monday on growing concerns about intensifying protests across China over the communist government's strict Covid policies. Apple (AAPL) — Revenue from China : 17.7% (China is the iPhone maker's second-largest market, lagging just the U.S. at 37.5% of sales.) Disney (DIS) — Revenue from China: 4.8% Devon Energy (DVN) — Revenue from China: 0% Estee Lauder (EL) — Revenue from China: 29.7% (China is the cosmetic giant's largest sales market, followed by the U.S. at 19.8%, per FactSet.) Ford Motor (F) — Revenue from China: 4.6% Alphabet (GOOGL) — Revenue from China: 3.8% Halliburton (HAL) — Revenue from China: 1.6% Honeywell International (HON) — Revenue from China: 4.2% Humana (HUM) — Revenue from China: 0% Johnson & Johnson (JNJ) — Revenue from China: 3.1% Eli Lilly (LLY) — Revenue from China: 5.7% Linde (LIN) — Revenue from China: 8.1% Meta Platforms (META): Revenue from China: 2.6% Morgan Stanley (MS) — Revenue from China: 2.6% Microsoft (MSFT) — Revenue from China: 12.4% Nvidia (NVDA) — Revenue from China: 25.8% — keep in mind: Nvidia's revenue is not attributed to the country in which the consumer buys a product that contains one of the company's semiconductors. Procter & Gamble (PG) — Revenue from China: 13.7% (China is P & G's second-largest sales market, with the U.S. accounting for 45.5% of revenue).

☆ The world's largest cannabis companies are gobbling up beer brands and striking deals with top athletes to hawk energy drinks because they're struggling to profit off pot
▼ + stars: | 2022-11-28 | by ( Jeremy Berke | ) www.businessinsider.com time to read: +7 min

It's hard to make money in cannabis, so the world's largest cannabis companies are pivoting. The Canadian cannabis company Tilray in early November acquired Montauk Brewing Company, a New York craft-beer brewer. In a November 11 note, analysts at the investment bank Jefferies called Canopy's core Canadian cannabis business "a sideshow." Tilray's cannabis business slumps, while beer boomsLike Canopy, Tilray's core cannabis business is also declining while its beverage unit and other businesses are growing. Beyond cutting costs, it was, therefore, only a matter of time before the world's largest cannabis companies, with investors and shareholders breathing down their necks, looked elsewhere to boost their margins.

☆ These are the hard lessons we learned this year — and what we got right
▼ + stars: | 2022-11-17 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

First, let's look at three tough lessons we learned and how we managed through the turmoil. Second, we'll discuss three investments that were right for this market and challenged macroeconomic backdrop. If inflation doesn't cool enough, the Fed will likely remain hawkish, and if Bullard is right rates could end up much higher. When China last week reduced quarantine time for international travelers, Club holdings Estee Lauder (EL), Wynn Resorts (WYNN) and Starbucks (SBUX) got a boost. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Here's our November rapid-fire update on the stocks in Cramer's Charitable Trust portfolio
▼ + stars: | 2022-11-17 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +9 min

We think the stock has been hurt by a recent update to the company's reserve quantity. While we're big fans of the company's recent corporate governance cleanup , and we expect some near-term selling pressure associated with those efforts. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) 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.

☆ Jim Cramer gives his take on Constellation Brands
▼ + stars: | 2022-11-15 | 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 Constellation BrandsCramer on Tuesday explained his thoughts on the Investing Club holding.

☆ What Cramer is watching Friday — Day 2 rally, China eases more Covid rules, Intel double downgrade
▼ + stars: | 2022-11-11 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

I see Club holding Estee Lauder (EL) as a buy on China starting to ease pandemic restrictions. Club holding Nvidia (NVDA) reports its quarter next week, and there seems to be a conclusion to the glut in semiconductors. JPMorgan double downgraded Intel (INTC) to underweight from overweight (sell from buy) and cuts its price target in half to $32 per share. Citi cuts price target on Palantir (PLTR) to $5 per share from $6 on slowing growth. Mizuho cuts price target on Kimco Realty (KIM) to $22 per share from $25.

☆ After this week's big market rally, here's a rapid-fire update on all 32 stocks in our portfolio
▼ + stars: | 2022-11-11 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

Cisco Systems (CSCO): It reports next week and we think it should deliver a decent quarter as it converts its backlog into revenue. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) 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.

We're selling 125 shares of Morgan Stanley (MS) at roughly $90.44 each, and buying 45 shares of Constellation Brands (STZ) at roughly $242.25 each. We're taking the Morgan Stanley funds and redeploying them into Constellation Brands on a nearly dollar-for-dollar basis. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Andrew Kelly | ReutersWe're selling 125 shares of Morgan Stanley (MS) at roughly $90.44 each, and buying 45 shares of Constellation Brands (STZ) at roughly $242.25 each. We're taking the Morgan Stanley funds and redeploying them into Constellation Brands on a nearly dollar-for-dollar basis.

☆ Constellation's stock reclassification is a win for regular shareholders
▼ + stars: | 2022-11-10 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +4 min

Constellation's shareholders on Wednesday approved the termination of the Corona beermaker's Class B shares, which follows the board of directors sign off on the proposal back in June . The stock reclassification removes an overhang on the Class A stock, which could help boost Constellation's valuation in the long term. The news Roughly 75% of Constellation's Class A shareholders agreed to scrap the company's super-voting Class B shares, which were owned by members of the founding Sands family. The end of Constellation's Class B shares is not the only corporate governance improvement the company has made in recent weeks. Now that Constellation's dual-class share structure is going by the wayside our investment case has only been sweetened .

☆ 3 takeaways from our daily meeting: Tech stocks soar, Constellation reclassification, bullish on TJX
▼ + stars: | 2022-11-10 | by ( Krystal Hur | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Tech stocks soar STZ reclassification Bullish on TJX 1. Tech stocks soar on CPI data Tech stocks rallied Thursday along with the broader market on the back of fresh data showing inflation cooled in October , with the consumer price index (CPI) rising less than expected, according to the Bureau of Labor Statistics. Bullish on TJX Off-price retail operator TJX Companies (TJX) is benefiting from October's CPI report, which showed a decrease in apparel prices. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

☆ Stocks usually climb in the year after midterms. These Club names have been big winners in prior cycles
▼ + stars: | 2022-11-08 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

The S & P 500 advanced 11.7% in that stretch. 2014 election The S & P 500 rose 4.5% between Nov. 4, 2014 and Nov. 4, 2015. These are the five best-performing Club stocks over those 12 months: Amazon (AMZN), Starbucks (SBUX), Constellation Brands (STZ), Nvidia (NVDA) and Meta Platforms. 2010 election Between Nov. 2, 2010 and Nov. 2, 2011, the S & P 500 climbed 3.7%. 2006 election The S & P 500 rose 6.7% between Nov. 7, 2006 and Nov. 7, 2007.

☆ What Cramer is watching Tuesday — big J&J deal, Lilly guidance light, Biden scolds Big Oil
▼ + stars: | 2022-11-01 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

Club holding J ohnson & Johnson (JNJ) buys Abiomed (ABMD), premier heart pumping company, in a deal valued at $16.6 billion. J & J is paying a hefty premium: $380-per-share upfront, plus extra $35-per-share if certain milestones are met. J & J juiced growth ahead of its separation into two companies: one, pharma and the other, consumer brands. This will raise the growth rate of the MedTech portion of new J & J company. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) very good: $516 million versus $470 million expected.

☆ Jim Cramer says these 8 stocks can withstand the Fed’s tightening cycle
▼ + stars: | 2022-11-01 | by ( Krystal Hur | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Tuesday offered investors a list of stocks that he thinks will weather the market turbulence ahead. Leaders like health care, leaders like the oils, leaders like the financials that lay off people as a matter of course. He also echoed his sentiment that tech stocks are no longer market leaders and should be avoided. "When there was lots of free money sloshing around, you wanted to know how much free money you could get. Disclaimer: Cramer's Charitable Trust owns shares of Constellation Brands, Eli Lilly, Procter & Gamble and Johnson & Johnson.

☆ Cannabis giant Canopy Growth crafted a complex plan to get into the US and reverse a stock slump. But some analysts say it could backfire.
▼ + stars: | 2022-10-28 | by ( Jeremy Berke | ) www.businessinsider.com time to read: +6 min

It's another consequence of the quasi-legality of the cannabis industry in the US. The Canadian cannabis giant Canopy Growth has long searched for a way to give its stock a much-needed boost. "We continue to have open conversations with the exchanges," Klein said. He added that Canopy's deal could provide a model for other Canadian cannabis companies that want to do business in the US. Jefferies said Nasdaq's objection to Canopy's plan was a key risk and that the rest of the cannabis industry should pay close attention.

☆ 3 takeaways from our daily meeting: Dow stocks, mixed tech results, earnings ahead
▼ + stars: | 2022-10-26 | by ( Krystal Hur | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Buying Dow stocks here Mixed tech results Earnings ahead: META, F 1. Buying Dow stocks here Stocks were mainly higher Wednesday, as the Dow Jones Industrial Average outperformed the market with a roughly 1% rise in midmorning trading. Earnings ahead: META, F Meta Platforms (META) releases third-quarter results after the close on Wednesday. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

☆ What Cramer is watching Wednesday — mortgage demand collapses, tech red flags
▼ + stars: | 2022-10-26 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

What I am looking at Wednesday, Oct. 26, 2022 Worst mortgage demand since 1997 . Early, weaker quarterly summary on tech Tuesday evening from Club holdings Alphabet (GOOGL) and Microsoft (MSFT). No longer in early innings of the cloud, and cloud costs, especially electricity, are way up. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

☆ Pot producer Canopy sets up holding entity for speedy U.S. market entry
▼ + stars: | 2022-10-25 | by ( ) www.reuters.com time to read: +2 min

The pot producer will not right away benefit from the transactions as weed remains federally illegal and Canadian companies that grow or sell marijuana cannot do so in the United States. read moreIn anticipation of the changes, Canopy on Tuesday outlined a complex holding company structure to set up Canopy USA LLC. Canopy USA will now skip the wait and take over the firm right away, it said. Canopy USA will also take over Wana and Jetty, streamlining ownership. Constellation could still choose not to convert its stake, in which case Canopy USA will not proceed with these deals.

☆ What Cramer is watching Tuesday — UPS and Halliburton beat, Meta catches price cuts
▼ + stars: | 2022-10-25 | by ( Jim Cramer | ) www.cnbc.com time to read: +3 min

What I am looking at Oct. 25, 2022 Delivery service UPS beats — Q3 adjusted EPS of $2.99 versus consensus $2.85 — but only reaffirms guidance. Club holding Meta Platforms (META) gets two more price cuts: KeyBanc lowers to $175 from $196, Jefferies cuts to $200 from $225. (Jim Cramer's Charitable Trust is long HAL, META, STZ. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. A United Parcel Service (UPS) truck delivers boxes in Manhattan on April 26, 2022 in New York City.

☆ Canopy Growth looks to speed up entry into U.S. cannabis market with new holding company
▼ + stars: | 2022-10-25 | by ( Stefan Sykes | ) www.cnbc.com time to read: +1 min

Canadian cannabis company Canopy Growth said Tuesday it's consolidating its U.S. assets into a new holding company to speed up its entry into the U.S. market. The company said the creation of Canopy USA will help it reduce costs and tap into the U.S. market, which is projected to be more than $50 billion by 2026. Spirits giant Constellation Brands , which acquired a stake in Canopy Growth in 2017 for $190 million, said it will convert its existing common shares in Canopy into new exchangeable shares, which it said will protect shareholder value while retaining its interest in Canopy through non-voting and non-participating shares. Constellation said in a statement that the transition is aligned with its decision to focus on its core beer, wine and spirits businesses. "We believe that the conversion of our ownership interest will maintain Constellation's ability to realize the potential upside of our investment in Canopy," said Constellation's CEO and President Bill Newlands.

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