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☆ On tap this week: Jobs report plus 10 key earnings. Here's what we want to see
▼ + stars: | 2023-07-29 | by ( Zev Fima | ) www.cnbc.com time to read: +18 min

All three major averages advanced for the week, powered by strong mega-cap earnings and favorable inflation data. Looking to next week, earnings season enters its second half with the last of our mega-caps — Apple (AAPL) and Amazon (AMZN) — set to report on Thursday. We'll get a better read on the employment picture on Wednesday with the ADP report and then, more importantly, on Friday's nonfarm payrolls report for July. Thursday after the close brings us to the main events of the week: Earnings from Apple and Amazon. For those looking to review first quarter performance ahead of these releases, be sure to keep our first-quarter earnings report card handy.

Persons: We'll, that's, Stanley Black, Decker, Emerson, Bausch, Leggett, Platt, SIRI, Ares, COLM, PERI, Kraft Heinz, Phillips, Ferrari N.V, Johnson, Robinson, COOK, BUD, Kellogg, Papa, Pitney Bowes, Parker, Trimble, Ziff Davis, Nonfarm, Jim Cramer's, Jim Cramer, Jim, Apple Tim Cook, Kevin Dietsch Organizations: Nasdaq, Dow, Federal Reserve, Federal, ISM Manufacturing, Services PMI, Investors, Caterpillar, Devices, Starbucks, Natural Resources, AMD, Management, Emerson Electric and, Humana, Bausch Health, Apple, Microsoft, Resource Partners, AerCap Holdings, CNA Financial Corp, CNA, Apellis Pharmaceuticals, Bank, SJW, Hutchison China MediTech, Camtek Ltd, Silvercrest Asset Management, Loews Corp, Oxford Lane Capital Corp, Banco Santander, Silicom Ltd, SuperCom Ltd, Arista Networks, Avis Budget Group, Diamondback Energy, Lattice Semiconductor Corp, Republic Services, Yum China Holdings, Western Digital Corp, Power Systems, Tenet Healthcare Corp, Vornado Realty, BioMarin Pharmaceutical, PetMed, SBA Communications Corporation, Brixmor, Snack Foods Corp, Cushman & Wakefield, Sanmina Corporation, TFI, PMI, Cruise Line Holdings Ltd, Uber Technologies, Pfizer, Enterprise Products Partners, Merck, JetBlue Airways Corporation, Allegro MicroSystems, Altria, SunPower Corp, SiriusXM Holdings, Molson Coors Beverage, Marriott International, Toyota Motor Corp, BP, SYSCO Corp, Marathon Petroleum Corp, Ares Management, Equitrans Midstream Corporation, Game Technology, Illinois Tool, IDEXX Laboratories, Rockwell Automation, Packaging International Corp, Gartner, Zebra Technologies Corp, IQVIA Holdings, Oshkosh Corporation, Leidos Holdings, Eaton Corp, yte Corp, Lear Corp, Starbucks Corp, Devon Energy Corp, SolarEdge Technologies, Lumen Technologies, Virgin Galactic Holdings, Caesars Entertainment, VF Corp, Sciences Corp, Paycom, Vertex Pharmaceuticals, Suncor Energy, Holdings, Chesapeake Energy Corp, Boston Properties, American International Group, AIG, Allstate Corp, Aspen Technology, Electronic Arts, EA, Flowserve Corporation, Denny's, Corp, Prudential Financial, Store, Ternium S.A, Vimeo, Emerson, Lomb, CVS Health, Generac Holdings, Cameco Corp, Perion Network Ltd, Builders, Carlyle Group, Scorpio, Teva Pharmaceutical Industries, Ltd, Rithm Capital Corp, AeroSystems Holdings, Vertiv Holdings Co, Johnson Controls, CDW Corp, DuPont, Brands Holdings, Scotts Miracle, Gro, SMG, Brands, Allegheny Technologies, AmerisourceBergen Corporation, ABC, Real Estate Corporation, Adient plc, Editas, Garmin Ltd, WWE, Bunge Ltd, Criteo S.A, PayPal, QUALCOMM, Occidental Petroleum Corp, Apache Corp, Albemarle Corp, MGM Resorts International, MGM, Marathon Oil Corp, Joby Aviation, Industrial, CF Industries Holdings, Goodyear Tire &, Realty ome Corp, Metlife, Pacific Biosciences of, Rush Street Interactive, Zillow, JFrog Ltd, Herbalife Nutrition Ltd, Simon Property Group, McKesson Corp, Storage, Cerus Corporation, GXO Logistics, MAX Holdings, Health, Anheuser, Busch InBev, Warner Bros ., Cheniere Energy, ConocoPhillips, Hasbro, CIGNA Corp, Lantheus Holdings, Regeneron Pharmaceuticals, Fiverr International, Air Products & Chemicals, TopBuild Corp, EPAM Systems, Lightspeed Commerce, Aurinia Pharmaceuticals, Cummins, CMI, Slair Corporation, Starwood Property Trust, Vulcan, Alnylam Pharmaceuticals, New Energy Corp, Cedar Fair Entertainment, Intellia Therapeutics, Lending, Privia Health, Dickinson, Chimera Investment, CIM, Hyatt Hotels Corp, Lion Electric, LEV, Deluxe Corp, Murphy Oil Corp, PBF Energy, Papa John's, Targa Resources Corp, Wix.com Ltd, Apollo Global Management, LLC, Butterfly, Sempra Energy, Aptiv PLC, Brookfield Infrastructure Partners, Canada Goose Holdings, Hannifin Corporation, WESCO International, WCC, Arrow Electronics, Constellation Energy Group, Midstream Partners, Coinbase, Petroleo Brasileiro SA Petrobras, Gilead Sciences, Opendoor Technologies, Booking Holdings, Atlassian Corporation, International, Redfin Corporation, Motorola Solutions, Monster Beverage Corporation, Consolidated Edison, Rocket Companies, Apple Hospitality, Cirrus, Resources, Universal Display Corporation, Chesapeake Utilities Corp, Social, Defense, Security Solutions, Post Holdings, Tandem Diabetes Care, Nikola Corporation, Magna International, Dominion Energy, ACM Research, Frontier Communications, Brookfield Renewable Partners, inTEST Corporation, American Pipeline, TELUS International, XPO Logistics, Fluor Corp, Gray Television, Cboe, LyondellBasell Industries, Twist Bioscience, Global, Jim Cramer's Charitable, CNBC, Allen & Company Sun Valley, Getty Locations: U.S, China, India, Oxford, Chile, Illinois, Columbia, Pacific, Pacific Biosciences of California, Southern, PBI, Gilead, Sun Valley , Idaho

☆ These 11 funds have performed as well as tech stocks over the past 5 years
▼ + stars: | 2023-07-28 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Look beyond tech But there are opportunities beyond tech: Morningstar data reveals the funds outside of tech and growth sectors that have also outperformed over the last five years. Top holdings include Home Depot, Johnson Controls International, Floor & Décor and Trane Technologies. Guinness Atkinson Alternative Energy Fund : This fund picks companies in the alternative energy sector, with at least half of the business dedicated to renewable energy or energy efficiency. Global X Lithium and Battery Tech ETF : The ETF comprises lithium producers and lithium battery makers — all essential to electric vehicles. Top holdings include United Airlines, Marathon Oil, Tyson Foods, Best Buy, and Synchrony Financial.

Persons: James Demmert, Hubbell, MasTec, Invesco Russell, Russell, Vanguard Baillie Gifford Organizations: Street Research, U.S . Federal, Morningstar, Enphase Energy, Fidelity, Housing, Home, Johnson, Trane Technologies, Guinness Atkinson Alternative Energy Fund, Schneider, NextEra Energy, Shelton Sustainable Equity Fund, Bunge, Battery Tech ETF, Samsung SDI, Trust, Industrial Renaissance, SPX Technologies, Sterling Infrastructure, Global, U.S . Infrastructure Development, Holdings, Rockwell Automation, United Rentals, Deere, Co, United Airlines, Marathon Oil, Tyson Foods, Synchrony, Heptagon, Equity Fund, Xenon Pharmaceuticals, TransMedics, FTAI Aviation, Vanguard, Moderna, Alnylam Pharmaceuticals, Coursera, Water Resources, Nasdaq, Water Locations: Luxembourg, Eaton, Albemarle

☆ Here's a rapid-fire update on all 35 stocks in our portfolio — including 2 rating changes
▼ + stars: | 2023-07-12 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +14 min

Here's a rapid-fire update on all 35 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Coterra Energy (CTRA): At roughly 10 times forward earnings, Jim said he'd classify Coterra shares as dirt cheap. Estee Lauder (EL): We're downgrading Estee Lauder to a 2 rating Wednesday, meaning we're no longer recommending investors buy the stock at current levels. But we're sticking with Estee Lauder because eventually we expect China's economy to turn around, and with it EL's stock price. The semiconductor firm, which has seen its stock price nearly triple this year, is reportedly considering taking a long-term stake in chip designer Arm Holdings.

Persons: Jim Cramer's, Jim, he's, We're, Walt Disney, Bob Iger, we're, Estee Lauder, Emerson, Locker, Mary Dillon's, Locker's financials, Eli Lilly, Vimal Kapur, Johnson, Morgan Stanley, Morgan Stanley's, he'd, Palo, Laxman Narasimhan, Bud, Stanley Black, Decker, TJX's, Wells Fargo, We've, Wynn, Jim Cramer, Jim Cramer Rob Kim Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Devices, AMD, Investors, Bausch Health, KKR, Costco Wholesale, Costco, Coterra Energy, ESPN, The, Disney, Emerson, National Instruments, Rockwell Automation, Ford, United Auto Workers, GE Healthcare, Halliburton, HAL, Honeywell International, Honeywell, Johnson, Linde, LIN, Novo Nordisk, Meta, Microsoft, Activision Blizzard, Nvidia, Arm Holdings, Palo Alto Networks, Palo Alto, Natural Resources, Procter & Gamble, Constellation Brands, TJX, Wynn Resorts, WYNN, Jim Cramer's Charitable Locations: India, Israel, California, U.S, Corona, Wells, Las Vegas , Boston, Macao

☆ A.I. could mean a 'decade of health care is upon us.' Here are some stock picks
▼ + stars: | 2023-07-06 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

Investors hoping to capture more upside from artificial intelligence could turn to a sector that's underperformed this year, and maybe not immediately associated with AI: Health care. Greater drug discovery The bull case for health care boils down to several factors including improvements made in drug discovery. Cox added that one overlooked health care and AI beneficiary would be Amazon , which he called a "sleeper" pick for investors. This year, it closed a $3.9 billion transaction for primary health care provider One Medical . The investor also called Rockwell Automation one of his stock picks that could benefit from AI in health care.

Persons: Jamie Cox, Morgan Stanley, Cox, Mizuho, Rockwell Organizations: Nvidia, Harris Financial, Johnson, Merck, Pfizer, Exscientia, Amazon, Rockwell Automation, . UnitedHealth Locations: U.S, U.K

☆ U.S. manufacturing jobs are coming back home — and these industrials stand to gain
▼ + stars: | 2023-06-22 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +6 min

The Club's industrials are set to profit from a burgeoning trend of companies bringing manufacturing jobs back to the U.S. from overseas. As companies reconstruct supply chains in the wake of the Covid-19 pandemic, Mizuho analysts see a multiyear revenue benefit for Western industrials. But companies that enable manufacturing automation, including Emerson, follow closely behind as "core beneficiaries" of the reindustrialization cycle, according to Mizuho. Meanwhile, Mizuho pointed to Honeywell as one of the companies offering a more diversified way for investors to gain reshoring exposure. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Stanley Black, Decker, Mizuho, Wall, Emerson, Eaton, Hubbell, Emerson —, —, Reshoring, Frank Dellaquila, Rockwell, Jim Cramer's, Jim Cramer, Jim, Timothy Aeppel Organizations: Mizuho, Emerson, Honeywell International, Honeywell, Emerson Electric, Stanley, Western, National, Rockwell Automation, Citigroup, Citi, Caterpillar, Linde, LIN, U.S . Companies, Taiwan Semiconductor Manufacturing Company, CAT, CNBC, Workers, Emerson Electric Co Locations: U.S, North Carolina, Mizuho, Marshalltown , Iowa

The reshoring trend is bringing manufacturing back into the U.S., putting the need for robots and automation at the forefront of the building boom. But with a tight labor market, companies are incorporating more automation and robotics into these brand new factories. Another robotics company Daryanani picked was Azenta . Sakraida said it could see upside as it gradually exposes itself more to the reshoring trend. It's working toward becoming a pure-play automation company," Sakraida said.

Persons: Jonathan Sakraida, reshoring, Carol Schleif, BMO's, Amit Daryanani, Daryanani, chipmakers, Morgan Stanley, industrials, Jonathan Coleman, Janus Henderson, Sakraida, Chris Snyder, Rockwell, — CNBC's Michael Bloom Organizations: UBS, Labor, BMO Family, HP, Janus Henderson Investors, Lincoln Electric, Rockwell Automation, ROK, Emerson Electric, Emerson Locations: U.S

Recent market volatility and uncertainty regarding the U.S. economy has Wall Street analysts torn about where some stocks are headed in the upcoming months. The stock has buy or overweight ratings from 20% of analysts, while another 20% rates it as sell or underweight. More than half of the analysts covering the stock give it a buy rating. Nonetheless, 24% of analysts have a sell rating on it. More than 30% of analysts have buy ratings on the stock, whereas 23% have a sell rating.

Organizations: ~$ $

☆ Rockwell Automation Faces U.S. Probe Over China Operations
▼ + stars: | 2023-05-10 | by ( Vivian Salama | ) www.wsj.com time to read: 1 min

Rockwell Automation’s headquarters in Milwaukee. Photo: Angela Peterson/Milwaukee Journal Sentinel/USA Today NetworkWASHINGTON—The Biden administration is investigating whether Rockwell Automation , one of the world’s largest industrial technology and information companies, is exposing critical U.S. infrastructure, military and other government assets to a potentially serious cyberattack through one of its China-based facilities, according to U.S. officials and documents reviewed by The Wall Street Journal. The Milwaukee-based information giant provides productivity-improvement software and cybersecurity services to computer platforms used in the national power grid as well as by the U.S. Navy and Coast Guard and other parts of the federal government, among other customers, according to the company’s website.

☆ Stocks making the biggest moves midday: Roblox, Icahn Enterprises, Rivian, Airbnb and more
▼ + stars: | 2023-05-10 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

On Tuesday, the company reported a smaller-than-expected quarterly loss and said it expects to still meet forward guidance targets. Its revenue of $661 million topped the $652 million expected from analysts polled by Refinitiv. Twilio anticipates between $980 million and $990 million in revenue, while analysts polled by Refinitiv were expecting $1.05 billion in revenue. On Tuesday, the company reported same-store sales and revenue for the first quarter missed analysts' expectations, according to FactSet. On Tuesday, Occidental posted first-quarter adjusted earnings per share of $1.09, which is less than the $1.24 estimate from analysts polled by FactSet.

☆ Stocks making the biggest moves before the bell: Rivian, Airbnb, Twilio, Dutch Bros and more
▼ + stars: | 2023-05-10 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

Rivian electric pickup trucks sit in a parking lot at a Rivian service center on May 09, 2022 in South San Francisco, California. Twilio — Shares of the software company slid 16% in premarket trading after Twilio's revenue forecast came in weaker than expected. Dutch Bros — Shares tumbled 7.6% after the company reported same-store sales and revenue for the first quarter that came in under expectations. The company did break even for the quarter, while analysts polled by StreetAccount expected a loss of 3 cents per share. Akamai Technologies — Shares of the cloud company rose nearly 5% in premarket trading on better-than-expected earnings and revenue for the first quarter.

☆ Rockwell Automation faces U.S. government probe over China ops - WSJ
▼ + stars: | 2023-05-10 | by ( ) www.reuters.com time to read: +1 min

May 10 (Reuters) - The U.S. government is investigating whether Rockwell Automation Inc (ROK.N) is exposing U.S. infrastructure, military and other government assets to potential cyber attacks through one of its China-based facilities, the Wall Street Journal reported. The report also said investigators are looking into potential vulnerabilities that may allow access from China to critical U.S. government and industrial infrastructure and computer systems. Shares of Rockwell, which did not immediately respond to a Reuters request for comment, were down 1.35% at $274 in premarket trade. The Milwaukee-based company sells factory automation and robotics control software that caters to industries including aerospace, marine and automotive segments. In its most recent quarter, Rockwell reported a near 26% rise in its quarterly sales thanks to industrial demand.

☆ Emerson's quarterly earnings beat shows skeptical investors the industrial is back on track
▼ + stars: | 2023-05-03 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Emerson stock climbed roughly 4% in midday trading, to more than $85 a share. Quarterly commentary Amid mounting economic uncertainty, Emerson's end-markets remain healthy, with underlying sales expected to continue to grow about 7% for the remainder of the year. It's hybrid manufacturing business is seeing underlying sales grow at a high-single-digit percentage, driven by strong reshoring trends in life sciences and investment in lithium and battery metals. And in its discrete manufacturing business, Emerson continues to forecast mid-single-digit underlying sales growth thanks to battery manufacturing investments in the U.S. and Asia. Guidance For Emerson's fiscal third quarter, management expects net sales growth in the range of 10.5% to 12.5% and underlying sales growth in the range of 10% to 12%.

☆ Rockwell Automation CEO Blake Moret sits down one-on-one with Jim Cramer
▼ + stars: | 2023-04-28 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Rockwell Automation CEO Blake Moret sits down one-on-one with Jim CramerBlake Moret, Rockwell Automation CEO, joins "Mad Money" host Jim Cramer to discuss the company's earnings beat, developing A.I. and independent car technology.

☆ Big Tech earnings, crucial inflation call — here comes the biggest week of earnings season
▼ + stars: | 2023-04-22 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Stocks stuck to a holding pattern this week as investors brace for an incoming wave of Big Tech earnings and the Fed's favorite inflation reading. Earnings reports have generally been better than expected so far this first quarter. Humana (HUM) reports before the bell Wednesday; Meta Platforms and Pioneer Natural Resources (PXD) report after the bell Wednesday. ET: Personal Spending & Income (includes PCE Price Index) Club trades this week Just one trade: We added 150 shares of Coterra Energy (CTRA) on Wednesday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Final Trades: Adobe, Boeing, Rockwell Automation & more
▼ + stars: | 2023-03-16 | 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 Trades: Adobe, Boeing, Rockwell Automation & moreThe "Halftime Report" traders give their top picks to watch for the second half.

☆ Reshoring is accelerating—These stocks should benefit as companies return to the U.S.
▼ + stars: | 2023-02-27 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

Reshoring declarations are amping up, as more companies look to return operations to the United States from overseas. Corporate reshoring announcements jumped 17% in the fourth quarter compared with the prior quarter and are now tracking nearly 300% higher than the fourth quarter of 2021, according to UBS. In fact, reshoring and foreign direct investments jobs reached a record of at least 360,000 jobs last year, according to the Reshoring Initiative. The move back to the U.S . can also be seen in corporate earnings, said Ron Graziano, managing director of global accounting and tax for Credit Suisse. The company's equipment is needed for big semiconductor manufacturing plants as companies test chips as they are produced, Snyder said.

☆ ‘A tsunami effect’: ETF fund manager bets on the robot boom
▼ + stars: | 2023-02-25 | by ( Sean Conlon | ) www.cnbc.com time to read: +1 min

While horror robot movie "M3gan" racks up millions at the winter box office, the ETF industry is seeing opportunities from the controversial technology. According to ROBO Global CIO William Studebaker, the economic benefits could be staggering. "You're going to see a tsunami effect in terms of prices coming down as a result of deflationary pressures from these technologies," he told CNBC's "ETF Edge" on Wednesday. Studebaker manages the ROBO Global Robotics and Automation Index ETF, which is up 12% so far this year. The exchange-traded fund's holdings include IPG Photonic, Zebra Technologies, Rockwell Automation and Teradyne.

☆ Morgan Stanley sees this industrial robotics stock as an 'automation pure play'
▼ + stars: | 2023-02-14 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Despite being in a weird moment as a business, Morgan Stanley said Rockwell Automation is still a good way to play the automation trend. Analyst Joshua Pokrzywinski has an overweight rating on the industrial robotics and automation stock. Rockwell focuses on industrial automation — increasingly attractive as businesses look to find a substitute for labor, and to trim labor costs. Pokrzywinski called Rockwell an "automation pure play," noting it's in the middle of an "unusual" business cycle. Those investments could result in a 4% to 5% annual growth in capital spending on U.S. manufacturing, according to Morgan Stanley estimates.

☆ Siemens raises sales and profit outlook after strong start to 2023
▼ + stars: | 2023-02-08 | by ( John Revill | ) www.reuters.com time to read: +3 min

Chief Executive Roland Busch said the company had made its strongest ever start to a financial year, helped by its working through an order backlog which stood at a record 102 billion euros. Smart Infrastructure - which makes products to automate and control buildings - also raised its sales and profit margin guidance. During the October to December period, Siemens said its revenue had increased 8% to 18.1 billion euros, matching estimates. Shareholders' net profit fell to 1.48 billion euros, in line with forecasts. Fellow industrial automation company Rockwell Automation last month reported a 9.9% increase in first quarter organic sales, and raised its sales growth outlook.

☆ Rockwell raises FY profit outlook on industrial automation strength
▼ + stars: | 2023-01-26 | by ( ) www.reuters.com time to read: +1 min

Jan 26 (Reuters) - Rockwell Automation Inc (ROK.N) on Thursday raised its 2023 profit outlook on high demand for industrial automation machines amid a tight labor market. Demand in red-hot automation stayed resilient, as companies invested more to offset labor shortages. Sales in the reported quarter at Rockwell's intelligent devices segment, which deals with industrial components rose about 4% to $936.2 million. Overall quarterly sales for Rockwell rose to $1.98 billion from $1.86 billion a year earlier. Reporting by Pratyush Thakur in Bengaluru; Editing by Shailesh KuberOur Standards: The Thomson Reuters Trust Principles.

☆ 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.

☆ Earnings could keep the market on edge in week ahead as investors wait for Fed
▼ + stars: | 2023-01-20 | by ( Patti Domm | In | ) www.cnbc.com time to read: +8 min

I do think that will happen even more in the week ahead as the Fed is in a blackout period. S & P Global PMI data is released for both services and manufacturing Tuesday. "The market continues to think the Fed does not have to administer as much medicine as the Fed tells us they plan to. Earnings, earnings, earnings Stocks were lower in the past week, with the S & P 500 off by 1.8%. "It's a mild earnings recession, but it's an earnings recession.

☆ Three-Stock Lunch: TSLA, V & ROK
▼ + stars: | 2023-01-13 | 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 EmailThree-Stock Lunch: TSLA, V & ROKCraig Johnson of Piper Sandler joins 'Power Lunch' to discuss three stocks he's watching now: Tesla, Visa and Rockwell Automation.

☆ Citi's Chronert says a recession is near; shares his 'top conviction calls' to tough it out
▼ + stars: | 2023-01-06 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Citi's Scott Chronert expects a mild recession in the first half of this year and revealed three strategy calls that could help investors trade the downturn. Earnings Earnings will likely come in better than expected, according to Chronert in his outlook for this year, published in December. Strength in some sectors Chronert likes both industrials and energy looking ahead. In the December note, Citi listed a number of "preferred" U.S. energy stocks including APA and EOG Resources . As such, he told CNBC Thursday that he's "steering somewhat clear of" mega-cap companies.

☆ Three-Stock Lunch: Rockwell Automation, EOG Resources and Micron
▼ + stars: | 2022-12-30 | 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 EmailThree-Stock Lunch: Rockwell Automation, EOG Resources and MicronCraig Johnson, Piper Sandler chief market technician, joins 'Power Lunch' to discuss Johnson's investing take on three stocks: Rockwell Automation, EOG Resources and Micron.

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