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☆ Investors should avoid this stock that just hit an all-time high, Josh Brown says
▼ + stars: | 2023-07-20 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

A red-hot homebuilder stock just flashed a warning sign for investors, according to Ritholtz Wealth Management CEO Josh Brown. Horton blew away expectations for its fiscal third quarter Thursday morning, reporting $3.90 in earnings per share on $9.73 billion of revenue. The stock rose sharply at the open and set a new all-time high at $132.30, but then quickly reversed course and fell into the red for the day. Horton stock reversed course during Thursday's session. Brown said the reversal appears to be a sign D.R.

Persons: Josh Brown, D.R, Horton, Refinitiv, Brown, you've Organizations: Ritholtz Wealth Locations: Horton

☆ These are the 3 key things that will impact the stock market in the week ahead
▼ + stars: | 2023-07-15 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

A lot was riding on these important measures of inflation after the scorching-hot ADP jobs report last week. Here are 3 things you need to know for the week ahead: 1. Industrial production and capacity utilization, also out Tuesday, shines a light on manufacturing, which attributes about 12% to U.S. GDP. Six months is generally considered to represent a balance between supply and demand in the housing market. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Stocks, Morgan Stanley, Johnson, Jeff Miller, Lockheed Martin, Charles Schwab, JB Hunt, Goldman, Baker Hughes, Ally, Kinder Morgan, Zions, Philip Morris, Abbott, ABT, Jim Cramer's, Jim Cramer, Jim, Scott Olson Organizations: Nasdaq, Dow Jones Industrial, Housing, CPI, Halliburton, HAL, Johnson, of America Corp, Lockheed, Lockheed Martin Corp, Novartis International AG, PNC Financial Services Group, Inc, PNC, Charles Schwab Corp, Bank of New York Mellon Corporation, BK, Synchrony, Interactive, Goldman Sachs Group, U.S . Bancorp, ASML, Citizens Financial, T Bank Corp, Northern Trust Corporation, Horizon National Corp, Business Machines Corp, IBM, United Airlines, Netflix, Steel Dynamics, Alcoa, Discover Financial Services, Crown, International Corp, Equifax Inc, Las Vegas Sands Corp, Liberty Energy Inc, Philip Morris International Inc, Taiwan Semiconductor Manufacturing Company, American Airlines Group Inc, Travelers Companies, SAP, Nokia Corp, Truist Financial Corporation, Company, McLennan Companies, Infosys Technologies Ltd, Newmont Mining Corp, Fifth Third Bancorp, Pool Corporation, Alfa Laval, Webster Financial Corp, Blackstone, Financial Corp, PPG Industries, CSX Corp, CSX, Berkley Corp, Swift Transportation Holdings Inc, American Express Co, AutoNation Inc, Interpublic, of Companies, Autoliv Inc, Huntington Bancshares, Financial Corporation, Roper Technologies, Comerica, Jim Cramer's Charitable, CNBC, Getty Locations: U.S, Las, ZION, Horton, Freeport, Marsh, ALFVY, W.R, Lemont , Illinois

☆ Final Trade: BMY, DHI, ITB, ETHE
▼ + stars: | 2023-07-14 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trade: BMY, DHI, ITB, ETHEThe final trades of the day with the Fast Money traders.

Organizations: Fast Money

☆ I'm a bear when it's called for, like in 2007. But this stock market belongs to the bulls
▼ + stars: | 2023-04-30 | by ( Jim Cramer | ) www.cnbc.com time to read: +9 min

I have not been bombarded with as many warnings about how we are about to embark upon a wave of failures of all sorts — shadow banks, regional banks, commercial real estate lenders, real estate investment trusts — at any time since 2007. Let's take commercial real estate. I mention SL Green because it may be the most challenged of the REITs, real estate investment trusts, other than Vornado Realty Trust (VNO), a historically fine New York real estate concern, which just delayed its dividend. 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.

☆ Make these 12 investments with strong technical set ups right now while the broader market faces the risk of a 'climactic bear scenario,' according to a longtime chartmaster
▼ + stars: | 2023-04-27 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

Chartmaster David Keller shared the three biggest risks facing the market right now. The S&P 500 may struggle to break past technical resistance of 4,200 and 4,300. He predicted that if the VIX rises to 20, the S&P 500 would fall to a vital support level of 3,800. The percentage of S&P 500 stocks trading above their 50-day moving average (in green) has fallen below 50% recently. David Keller, StockCharts.comPoor market breadth should be a serious concern for investors, Keller said.

☆ Jim Cramer: This is what I learned from the real first week of earnings season
▼ + stars: | 2023-04-23 | by ( Jim Cramer | ) www.cnbc.com time to read: +10 min

"Simply stated we're in a freight recession." That line, uttered last Monday by Shelley Simpson, president of J.B. Hunt (JBHT), the fourth-largest trucking company in the United States, was the most memorable of the real first week of earnings season. If so, it would know that we're dealing with much more than a freight recession. It's not enough to offset the immense deflationary pressure emanating from the regional banks and the freight recession described by J.B. Hunt. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Organizations: & $

☆ Big Tech earnings are on deck this week. Why that matters
▼ + stars: | 2023-04-23 | by ( Krystal Hur | ) edition.cnn.com time to read: +6 min

New York CNN —With Microsoft, Alphabet, Amazon and Meta Platforms all slated to report earnings this coming week, investors are turning their attention away from bank earnings to Big Tech. Another major theme for tech earnings is the race toward artificial intelligence. Earnings reports from Meta Platforms (META), Boeing (BA) and ServiceNow (NOW). Earnings reports from Amazon (AMZN), MasterCard (MA), T-Mobile (TMUS), Keurig Dr Pepper (KDP) and Capital One (COF). Earnings reports from Exxon Mobil (XOM), Chevron (CVX), Colgate-Palmolive (CL) and New York Community Bancorp (NYCB).

☆ Club meeting recap: Stocks fall, Emerson upgrade, Danaher readthrough
▼ + stars: | 2023-04-20 | by ( Kevin Stankiewicz | ) 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. Stocks fall on earnings Emerson upgrade Danaher readthrough 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.

AT&T (T.N) shares dropped 10.4% after the wireless carrier missed market estimates for first-quarter revenue and free cash flow. The S&P 500's rally to start the year is set to be tested by a first-quarter earnings season that investors expect to show tepid results. “The market has been overbought for the last week or two," said Anthony Saglimbene, chief market strategist at Ameriprise Financial. In other earnings news, American Express Co (AXP.N) profit missed Wall Street estimates and its shares fell 1%. Shares of Lam Research (LRCX.O) rose 7.2% after the chip-making equipment supplier's revenue topped estimates, while shares of D.R.

☆ Earnings from Club consumer, health and bank stocks will be our main focus in the week ahead
▼ + stars: | 2023-04-15 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Corporate earnings won't have to share the spotlight with major inflation data in the week ahead as they did during this past week's up-and-down market. From Morgan Stanley, we suspect Friday's bank earnings foreshadow a good release. This past week, we spoke about the importance of listening to what industry players aside from those you're invested in as a way to analyze the competitive landscape. Here are some of those other earnings reports and the economic numbers out in the week ahead. Club trades of the week We made just one trade this past week, in a market that was overbought , purchasing 25 shares of Palo Alto Networks (PANW).

☆ Jim Cramer's top 10 things to watch in the stock market Wednesday: Fed, banking crisis, GameStop
▼ + stars: | 2023-03-22 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

I think the industrial uses, the medical uses, the auto uses, the educational uses and the call center uses are front and center here. Multiple price target boosts for this Club stock. Increases price target to $154 per share from $100. Truist analysts increase price target to $20 per share from $15. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Homebuilder Lennar beats profit estimates on strong property prices
▼ + stars: | 2023-03-14 | by ( ) www.reuters.com time to read: +1 min

March 14 (Reuters) - Homebuilder Lennar Corp (LEN.N) on Tuesday reported a better-than-expected quarterly profit as high property prices helped offset supply shortages caused by rising material costs and a labor crunch. However, the industry is now staring at a slowdown as high interest rates have made borrowing more difficult for potential buyers. "Our sales volume and pricing have clearly been impacted by rising interest rates, but there remains a significant national shortage of housing, especially workforce housing, and there is still demand," Lennar Executive Chairman Stuart Miller said in a statement. Lennar reported net earnings per diluted share, excluding items, of $2.12 per share, above analysts' average estimate of $1.55 per share, according to Refinitiv data. Reporting by Priyamvada C and Kannaki Deka in Bengaluru; Editing by Devika SyamnathOur Standards: The Thomson Reuters Trust Principles.

☆ Final Trades: M, JPM, DHI & KO
▼ + stars: | 2023-03-10 | by ( Diana Olick | Melissa Lee | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: M, JPM, DHI & KOThe final trades of the week. With CNBC's Sara Eisen and the Fast Money traders, Tim Seymour, Courtney Garcia, Jeff Mills and Steve Grasso

☆ Top 10 things the Club is watching in the stock market Monday
▼ + stars: | 2023-03-06 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Morgan Stanley's Adam Jonas raises his price target on Ferrari (RACE) to $310 per share from $280. Pfizer (PFE) started with a neutral (hold) rating. Jefferies downgrades RH (RH), formerly known as Restoration Hardware, to hold, price target to $298 per share on concerns the luxury market is struggling to stabilize. Calls the chipmaker top cloud pick with a $275-per-share price target, ahead of multiple catalysts. General Electric (GE) coverage transferred at JPMorgan, which maintains neutral (hold) rating but increases price target to $88 per share.

☆ Here are Wednesday's biggest analyst calls: Tesla, Amazon, Robinhood, Microsoft, Sunrun, Block & more
▼ + stars: | 2023-01-25 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Wednesday's biggest calls on Wall Street: BMO downgrades Microsoft to market perform from outperform BMO downgraded the stock after Microsoft's earnings report, noting it has concerns about Azure growth. Bank of America initiates Papa John's as buy Bank of America said the pizza chain stock is attractive and that it sees a return to growth. " Bank of America downgrades Booking Holdings to neutral from buy Bank of America said it sees "less valuation upside" for the online travel booking company. Bank of America downgrades Union Pacific to neutral from buy Bank of America it's concerned about "service and cost pressures" for Union Pacific. Bank of America reiterates Amazon as buy Bank of America said it's standing by its buy rating heading into Amazon earnings, but it's concerned about Amazon Web Services following Microsoft's disappointing quarterly results.

☆ U.S. homebuilder D.R. Horton beats quarterly profit estimates
▼ + stars: | 2023-01-24 | by ( ) www.reuters.com time to read: +1 min

Jan 24 (Reuters) - U.S. homebuilder D.R. Horton Inc (DHI.N) beat estimates for first-quarter profit on Tuesday, helped by higher home prices as demand outpaced supply due to raw material and labor shortages. While home prices remain elevated, the pace of increase is cooling following a 40% rise in average house prices over the last two years. "The supply of both new and existing homes at affordable price points remains limited, and demographics supporting housing demand remain favorable," Chairman Donald Horton said. Reporting by Kannaki Deka in Bengaluru; Editing by Sherry Jacob-Phillips and Anil D'SilvaOur Standards: The Thomson Reuters Trust Principles.

☆ Investor Stephanie Link likes this 'blue chip' housing stock
▼ + stars: | 2023-01-23 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Stephanie Link, chief investment strategist at Hightower, moved away from Dollar General to D.R. Horton , a stock she particularly likes in a sector she deemed a smart play. Horton has been a resilient stock though acknowledged the stock could be volatile in the near term. But I do think housing for 2023 into '24 makes sense." "I think this year you want to be more offensive, and you've seen it actually in terms of growth outperforming value."

☆ Earnings Exchange: HAL, DHI & JNJ
▼ + stars: | 2023-01-23 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings Exchange: HAL, DHI & JNJBoris Schlossberg, BK Asset Management managing director of FX strategy, joins 'The Exchange' to discuss a few stocks ahead of earnings, including Halliburton, D.R. Horton and Johnson & Johnson.

☆ Cramer on the astonishing rise of offensive stocks — and what could come next
▼ + stars: | 2023-01-22 | by ( Jim Cramer | ) www.cnbc.com time to read: +6 min

When I went over about 1,000 stocks this weekend, I was astonished to see that the stocks with the strongest charts were those in the most offensive categories. Not even a weaker U.S. dollar has meant anything to brace these stocks from a further fall. There's one group, though, that's just plain hard to call, and that's tech. (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.

☆ Did the economy end 2022 with a bang or a whimper?
▼ + stars: | 2023-01-22 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +7 min

But the United States economy still seems to be chugging along just fine after experiencing a hiccup in the first half of 2022. Despite worries about weaker consumer spending during the holidays, economists are forecasting solid growth for the fourth quarter. Yearning for earningsMore blue chip companies will report fourth quarter results (and perhaps give guidance about the first quarter of 2023 and beyond) this week. But according to FactSet senior earnings analyst John Butters, earnings for the tech sector are expected to fall nearly 10% in the fourth quarter compared to the fourth quarter of 2021. Verizon (VZ), Johnson & Johnson (JNJ), Travelers (TRV), 3M (MMM), Boeing (BA), Dow (DOW), Visa (V), Chevron (CVX) and American Express (AXP).

☆ Get ready for a deluge of data next week that will shape the Fed's next moves
▼ + stars: | 2023-01-21 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Within the portfolio, we'll get the latest earnings from Danaher (DHR), Halliburton (HAL), and Johnson & Johnson (JNJ) on Tuesday before the opening bell. While the results will be important as always, we are most interested in the earnings call with analysts and investors. Housing Starts fell 1.4% in December to a seasonally adjusted annual rate of 1.38 million, slightly above the 1.36 million expected. Building permits dropped 1.6% in December to a seasonally adjusted annual rate of 1.33 million, below expectations of 1.37 million. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Lennar forecasts slowdown in orders for new homes, shares fall
▼ + stars: | 2022-12-14 | by ( ) www.reuters.com time to read: +2 min

Dec 14 (Reuters) - Homebuilder Lennar Corp (LEN.N) on Wednesday forecast a slowdown in new orders for the first quarter as high mortgage rates make properties unaffordable for some buyers. Lennar expects new orders in the current quarter to be between 12,000 and 13,500 homes, compared with new orders for 13,200 homes in the fourth quarter. However, the U.S. Federal Reserve's aggressive monetary policy tightening to curb decades-high inflation has made borrowing more difficult for customers as mortgage rates have more than doubled since the beginning of the year. Sales of previously owned homes fell for an eighth straight month in September, while homebuilding dropped, signaling that higher mortgage rates are choking the housing market. Net income attributable to Lennar rose to $1.32 billion, or $4.55 per share, in the fourth quarter, from $1.19 billion, or $3.91 per share, a year earlier.

☆ Homebuilder Lennar's quarterly profit rises 11%
▼ + stars: | 2022-12-14 | by ( ) www.reuters.com time to read: +1 min

Dec 14 (Reuters) - U.S. homebuilder Lennar Corp (LEN.N) reported an 11% rise in fourth-quarter profit on Wednesday as high property prices offset the impact from a shrinking pool of buyers due to a spike in mortgage rates. However, the industry now faces a cooling homebuilding market as the U.S. Federal Reserve's aggressive monetary policy tightening to curb decades-high inflation has made borrowing more difficult. Net income attributable to Lennar rose to $1.32 billion, or $4.55 per share, in the reported quarter, from $1.19 billion, or $3.91 per share, a year earlier. Revenue rose about 21% to $10.17 billion. Reporting by Priyamvada C in Bengaluru; Editing by Shounak DasguptaOur Standards: The Thomson Reuters Trust Principles.

☆ A fund manager who's outperformed 99% of his peers over the last 10 years shares 2 beaten-down homebuilder stocks he's betting on — and says the housing market is set to turn around next year with mor
▼ + stars: | 2022-12-06 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

The US housing market has dramatically slowed this year. This is because Smead sees a recession unfolding next year as his base case scenario, in which case mortgage rates would reverse. Yields on 10-year Treasury notes usually fall in a recession, as investors flock toward safehaven assets. "And you're more likely to get to 5.3% mortgage rates if you have a recession." Falling mortgage rates will raise affordability for prospective homebuyers, and will wake up demand that has been waiting on the sidelines for better buying conditions, he said.

☆ U.S. housing faces longer descent to basement
▼ + stars: | 2022-11-22 | by ( Ben Winck | ) www.reuters.com time to read: +3 min

NEW YORK, Nov 22 (Reuters Breakingviews) - The U.S. housing market is destined to keep sliding. The highest mortgage rates in 15 years have stifled demand, leading the pace of existing home sales to slow 31% since January. An influx of new supply should depress prices from pandemic-era highs, but affordability will be squeezed well into 2023. With existing owners locked into lower mortgage rates, they’re unlikely to put their homes up for sale, curbing supply. Housing starts for single-family homes decelerated to a seasonally adjusted annual rate of 855,000 units in October, the Census Bureau said on Nov. 18.

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