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Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Stick with Wells Fargo Initiating CAT, selling SBUX Buy Emerson Electric 1. Stick with Wells Fargo Jeffries and Piper Sandler on Tuesday both downgraded Wells Fargo (WFC) to the equivalent of a hold, citing concerns over the bank's lower-than-expected forecast for net interest income in 2023. Wells Fargo reported fourth-quarter results on Friday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
Cramer's lightning round: Costamare is not a buy
  + stars: | 2023-01-13 | by ( Krystal Hur | ) www.cnbc.com   time to read: 1 min
Loading chart...Costamare Inc : "I don't like [the] container ship business. I'm not going to say, buy that." Loading chart...Lamar Advertising Co : "They are in a business that is in a serious recession right now. So, I am going to have to say no to that." Loading chart...Taiwan Semiconductor Manufacturing Co Ltd : "Taiwan Semi is just a very, very good company.
Stocks made a comeback on Friday after falling initially on quarterly earnings reports and recession warnings from major banks. Tuesday: Goldman Sachs, Morgan Stanley, United AirlinesGoldman SachsQ4 2022 earnings release at 7:30 a.m. Morgan StanleyQ4 2022 earnings release at 7:30 a.m. United AirlinesQ4 2022 earnings release at 4:30 p.m. Wednesday: J.B. Hunt Transport, AlcoaJ.B. Hunt TransportQ4 2022 earnings release before the bell; conference call at 9 a.m.
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Look to trim in an overbought market Don't sell Wells Fargo Hold onto Estee Lauder 1. Look to trim in an overbought market Stocks were mostly down Friday, pressured by a decline in financials after several major banks reported fourth-quarter results. 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 .
CNBC's Jim Cramer on Thursday called on Disney to give activist investor Nelson Peltz a seat on its board. Now someone like Peltz, who's been tremendously successful, wants to join them and they act like that's a problem," he said. Trian Fund Management, Peltz's activist firm, filed a preliminary proxy statement on Thursday seeking to appoint the investor to Disney's board. Peltz laid out his plan for a proxy fight against the entertainment giant Thursday on CNBC's "Squawk on the Street." Cramer agreed with Peltz's assessment of the costly Fox acquisition and the balance sheet issues, and criticized Disney for opposing the activist investor's bid for a board seat.
Cramer's lightning round: I like Entegris
  + stars: | 2023-01-12 | by ( Krystal Hur | ) www.cnbc.com   time to read: 1 min
Loading chart...ZIM Integrated Shipping Services Ltd : "I don't trust it. Loading chart...CF Industries Holdings Inc : "I like Mosaic more, but I like CF a lot." It's very plain vanilla, nothing really exciting about it, but that's okay." Loading chart...Clearfield Inc : "Lately, since this year began, when you see a stock go down, you've got to be very careful. Loading chart...Steel Dynamics Inc : "I like Steel Dynamics, but I love Nucor ."
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Nelson Peltz's track record speaks for itself Disney (DIS) faces a proxy fight as Nelson Peltz's activist firm Trian Fund Management vies for a seat on its board. What to look for in Wells Fargo's earnings Wells Fargo (WFC) reports fiscal fourth-quarter earnings before the opening bell on Friday. 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 .
Kura Oncology Inc : "That's it, one of these personalized oncology companies. Here's what I say about those. Some of them are going to work, and some are not."
CNBC's Jim Cramer on Wednesday broke down the significance of the December consumer price index report for investors. "What makes tomorrow's consumer price index number a big deal? The December consumer price index report is set to release Thursday. Economists polled by Dow Jones expect the December CPI report to show that prices dipped 0.1% from the month before. Cramer said that despite Wall Street's newfound optimism, it's possible the December CPI number could bring bad news for the economy — and for corporations set to report their quarterly results in the coming weeks.
CNBC's Jim Cramer on Wednesday said that the markets' recent gains could become a sustained rally. "The charts, as interpreted by Larry Williams … suggest that the market could have a very nice run over the next couple of months," he said. Stocks rose on Wednesday, continuing the year's strong start as investors grew confident that the Federal Reserve is winning its battle against inflation. All three major indexes closed up, with the Nasdaq Composite notching its fourth day of gains. To explain Williams' analysis, Cramer examined the daily chart of the S&P 500 from late 2021 to early 2022.
CNBC's Jim Cramer on Wednesday offered investors a list of stocks that he believes could be great additions to portfolios. "We only want … stocks if they're reasonably valued because this market has very little patience for anything expensive," he said. "I'm betting many companies will give conservative forecasts, and the analysts will have to slash their full-year estimates if they're worried about a Fed-induced recession caused by multiple rate hikes," he said. As a result, he decided to focus on stocks' price-to-earnings-to-growth ratio when compiling his picks. "That tells you whether a stock is cheap or expensive relative to its own growth, which is what really matters," he said.
... We have pulled back a little bit [for the Charitable Trust]." Loading chart...Algonquin Power & Utilities Corp : "Let us do more work and come back." Loading chart...Energy Transfer LP : "ET is actually a very good stock. ... Times change and it's become a better, better stock." Disclaimer: Cramer's Charitable Trust owns shares of Nvidia.
CNBC's Jim Cramer on Tuesday said that investors still have a chance to buy homebuilder stocks before a possible run-up. "The charts, as interpreted by Dan Fitzpatrick, suggest that we're looking at a truly counterintuitive bull market in the homebuilders, and even though that's not supposed to happen at this point in the business cycle, the bulls keep running anyway," he said. The Federal Reserve has raised interest rates over the last year to tamp down inflation, hammering stocks of every industry from tech to retail to financials. However, the action in homebuilder stocks from recent months suggests that they're going against the tide, according to Cramer. To explain Fitzpatrick's analysis, he examined the daily chart of the Dow Jones U.S. Home Construction index.
Jim Cramer's 5 rules for earnings season
  + stars: | 2023-01-10 | by ( Krystal Hur | ) www.cnbc.com   time to read: +1 min
CNBC's Jim Cramer on Tuesday went over a list of do's and don'ts for investors ahead of a busy period of earnings. The upcoming earnings season, which kicks off this week, features quarterly updates from the nation's largest banks, manufacturers and airlines. That means investors shouldn't make investing judgments solely based on how many companies perform compared to analysts' consensus estimates. In other words, investors shouldn't buy a stock unless they've done the homework themselves to research the company. Cramer added that a chief executive's willingness to buy back stock after the company reports earnings is yet another sign that investors should buy the stock themselves.
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Reduce exposure to tech Stocks inched up on Tuesday, with the Nasdaq Composite rising 0.22% in midmorning trading. 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.
Cramer's lightning round: I like WESCO very much
  + stars: | 2023-01-09 | by ( Krystal Hur | ) www.cnbc.com   time to read: 1 min
Loading chart...Rite Aid Corp : "We don't want Rite Aid. Loading chart...ADMA Biologics Inc : "It's a great spec, but it is losing money hand over fist. Loading chart...NextDecade Corp : "Let's go to Sempra . Array Technologies Inc : "If they make the money that they're supposed to make this year, then I think you'll be in very good shape." Losing too much money."
CNBC's Jim Cramer told investors to continue staying away from tech stocks, even after their gains on Monday. "Just remember, if you were buying tech here off some weaker macroeconomic numbers, you're not investing, you're simply gambling," he said. In other words, tech stocks remain overvalued in a market that will continue to see pain, despite its recent gains, Cramer explained. He said tech companies whose stocks soared will likely have to cut expectations when they report earnings, which means their stocks will fall. Cramer reiterated his stance that investors should suit up with recession-resistant stocks in sectors such as health care, industrials, oil and aerospace.
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Look for consumer price report Trim overvalued tech stocks Watch oil as China reopens 1. Shares of Club oil stocks Halliburton (HAL), Coterra Energy (CTRA) and Devon Energy (DVN) followed suit Monday. 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 says these 5 Nasdaq losers could rebound in 2023
  + stars: | 2023-01-06 | by ( Krystal Hur | ) www.cnbc.com   time to read: +1 min
CNBC's Jim Cramer on Friday named four stocks that he believes could mount a comeback this year. To come up with his picks, he parsed through last year's worst-performing stocks listed in the Nasdaq 100. MicronHe advised investors to wait several months to buy shares of Micron, but make sure to do so before the chip glut is over. Investors interested in the stock should buy it gradually on the way down, he added. IlluminaHe said that while the company is "superb," he'd rather own shares of DanaherDisclaimer: Cramer's Charitable Trust owns shares of Qualcomm and Danaher.
Cramer's lightning round: I'm very concerned about Veru
  + stars: | 2023-01-06 | by ( Krystal Hur | ) www.cnbc.com   time to read: +1 min
Loading chart...Veru Inc : "I'm very concerned about it." I think we're going to have to take a major league pass." Suburban Propane Partners LP : "[The] propane market is historically, let's say, too volatile and erratic for me." Loading chart...Axon Enterprise Inc : "It's a terrific law enforcement package that I think is really good for everybody. Loading chart...Nuscale Power Corp : "If you want small, nuclear modular reactors, I'm going to have to say, the Constellation Energy group.
Wednesday: KB HomeQ4 2022 earnings release between 4:10 p.m. and 4:20 p.m. Friday: Wells Fargo, Bank of America, JPMorgan Chase, BlackRock, UnitedHealthWells FargoQ4 2022 earnings release at 7 a.m. Bank of AmericaQ4 2022 earnings release at 6:45 a.m. ETProjected EPS: 78 centsProjected revenue: $24.3 billionJPMorgan ChaseQ4 2022 earnings release at 6:45 a.m. BlackRockQ4 2022 earnings release at 6:15 a.m.
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Stay wary of tech stocks Stocks rose Friday on signs wage growth is moderating , signaling the Federal Reserve is making progress in its fight to rein in inflation through higher interest rates. 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.
Cramer's lightning round: Chart Industries is not a buy
  + stars: | 2023-01-05 | by ( Krystal Hur | ) www.cnbc.com   time to read: +1 min
Chart Industries Inc : "This is not the time to go into a really gigantic company that's involved with making all sorts of the big tankers down there in LNG-ville." Loading chart...ZIM Integrated Shipping Services Ltd : "I don't like the shipping services. I've been staying away from them for ages. I am still staying away from them." Loading chart...Chewy Inc : "I still worry one day that Amazon is going to say, 'you know what, we've had enough of Chewy.'"
CNBC's Jim Cramer on Thursday reminded investors that pain in the stock market is unfortunately necessary for the Federal Reserve to win against inflation. "Nobody wants to root for layoffs or lower stock prices. But the alternative is persistently high inflation — endless price increases for everything — and nobody wants that either," he said. Stocks fell on Thursday after fresh data indicated that the labor market remains strong, despite the Fed's aggressive interest rate hikes to tamp down rising prices. "If it doesn't show higher unemployment with no wage growth, the Fed will need to keep aggressively raising interest rates," Cramer said.
Constellation Brands (STZ) could potentially implement a stock buyback program, CEO Bill Newlands said Thursday — a move we would welcome as shareholders in the alcoholic beverage maker. During an interview with Jim Cramer on "Mad Money" Thursday evening, Jim pushed Newlands on whether Constellation would consider a buyback given the decline in the stock. U.S.-based Constellation's growth in the beer market has been propelled by its 3 Mexican beer brands — Modelo Especial, Corona and Pacifico. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. A case of Constellation Brands Inc. Corona beer sits on a shelf in a cooler during a delivery in Ottawa, Illinois, U.S., on Tuesday, April 2, 2019.
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