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☆ 3 takeaways from our daily meeting: Defensive stocks, trimming semis, Meta downgrade
▼ + stars: | 2022-10-11 | 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. The defensives are the only place to be Semis and U.S.-China tensions Quick mentions: META, STZ 1. Quick mentions: META, STZ Atlantic Equities downgraded Meta Platforms (META) to neutral, citing concerns with the company's growth outlook due to macroeconomic headwinds and rising competition for advertising dollars. 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 U.S. Food and Drug Administration findings come nearly three years after the agency's inspectors began documenting quality-control issues at the same Lilly plant in Branchburg, New Jersey. FDA inspectors returned to the plant this past July, spending 12 days there. Lilly did not directly respond to questions about the FDA inspectors' findings. The FDA report did not say whether the medicines in question were ultimately shipped to customers or discarded. In November 2019, FDA inspectors found that quality-control data had been deleted and not appropriately audited at the New Jersey plant.

☆ Here's why Biogen's promising Alzheimer's drug data is also good news for Eli Lilly
▼ + stars: | 2022-09-28 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

The move helped Eli Lilly notch a fresh 52-week high Wednesday, the only stock in the S & P 500 to do so. Bottom line Biogen's topline data appears to be encouraging, suggesting the Alzheimer's drug helped slowed cognitive decline. Plus, we think Eli Lilly has more going for it overall than Biogen, making it a more attractive investment. Drug background Like Biogen's Alzheimer's drug lecanemab, Lilly's donanemab is an antibody that tries to reduce buildup on the brain of the amyloid beta protein . The Eli Lilly logo is shown on one of the company's offices in San Diego, California, September 17, 2020.

☆ 2 takeaways from our daily meeting: What's behind the bounce and Club stocks in the news
▼ + stars: | 2022-09-28 | 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. Market gets an oversold bounce Quick Club mentions: AAPL, LLY, EL 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.

☆ What Cramer is watching Wednesday — oversold market bounce; promising Alzheimer's drug
▼ + stars: | 2022-09-28 | by ( Jim Cramer | ) www.cnbc.com time to read: +6 min

Citi crushes the autos with price target cuts: $78 per share from $87 for General Motors (GM); $13 from $16 for Ford (F). Citi lowers its price target on Caterpillar (CAT) $180 per share from $195. Downgrades NSC to neutral from positive (hold from buy), cuts price target to $218 per share from $275. Barclays cuts price target on AMAT to $85 per share from $95, keeps equal weight (hold) rating. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Analyst loves Eli Lilly for its potential blockbuster obesity drug — and we do, too
▼ + stars: | 2022-09-22 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

Club holding Eli Lilly 's (LLY) new diabetes treatment might become "the biggest drug ever" if it were to also get regulatory approval as an obesity drug, UBS wrote in a note to clients Thursday. Eli Lilly shares jumped more than 3% in Thursday's session. Bottom line We also think Eli Lilly is a buy here. As noted, Eli Lilly has a long history developing and selling diabetes drugs. The Eli Lilly logo is shown on one of the company's offices in San Diego, California, September 17, 2020.

☆ 2 takeaways from Thursday’s 'Morning Meeting': We want to buy on market weakness
▼ + stars: | 2022-09-22 | 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. We have no choice but to buy Quick mentions: MRVL, LLY, NVDA, META 1. We believe that Meta (META) is a buy right here because WhatsApp growth is accelerating, made clear by its recent deal with Salesforce (CRM). 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.

☆ UBS upgrades Eli Lilly to buy, says it's developing possibly ‘the biggest drug ever’
▼ + stars: | 2022-09-22 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +2 min

UBS is moving off the sidelines and saying now is the time to snap up Eli Lilly citing a key weight loss drug. The rating change comes after mounjaro, or tirzepatide, a key weight loss drug, showed promise in a random study called Surmount-1 and was approved for use in patients with type 2 diabetes. Weight loss drug could be biggest ever The weight loss drug could be the "biggest drug ever" with estimated peak annual sales of $25 billion, according to the firm's estimate. Several drug companies have weight loss drugs in development , making it a possible big driver of the stocks in coming years. In the near-term, there is downside risk if the company's weight loss drug is not able to file for use in obesity, the note said.

☆ What Cramer is watching Thursday — 2-year yield says Fed going much higher; job market remains tight
▼ + stars: | 2022-09-22 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

An inflation target from the Fed of 2%, does that mean we need the nation's unemployment rate to double? Weekly jobless claims up slightly to 213,000, but that's fewer than expected and suggesting the labor market remains tight. UBS upgrades Club holding Eli Lilly (LLY) to buy from neutral (hold), raises price target to $363 per share from $335. Barclays lowers price target on United Parcel Service (UPS) to $180 per share from $200, keeps equal weight (hold) rating. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ A top Wall Street analyst lays out how two blockbuster drugs are poised to turn Eli Lilly into the best Big Pharma stock and says now is the time to buy
▼ + stars: | 2022-09-22 | by ( Sarah Braner | ) www.businessinsider.com time to read: +2 min

Analysts at UBS said Eli Lilly is their top Big Pharma stock pick. They said Lilly's obesity and diabetes drug Mounjaro will likely top Wall Street's sales estimates. The experimental Alzheimer's drug lecanemab could help boost the stock too. Lilly's stock gained 3.2% to $305.80 on Thursday morning. They also touted the potential of Lilly's experimental Alzheimer's drug donanemab, saying it has a 60% chance of success.

☆ Stocks making the biggest moves premarket: Accenture, Darden Restaurants, home builders and more
▼ + stars: | 2022-09-22 | by ( Peter Schacknow | ) www.cnbc.com time to read: +2 min

Nonetheless, Accenture gained 1% in premarket trading. Darden Restaurants (DRI) – The parent of Olive Garden and other restaurant chains fell 2.5% in the premarket after reporting in-line quarter results. Novavax (NVAX) – The drug maker's stock slipped 6.1% in premarket trading after J.P. Morgan Securities downgraded it to "underweight" from "neutral". Eli Lilly (LLY) – Eli Lilly rose 1.4% in premarket trading after the FDA approved its cancer drug Retevmo for new uses. FactSet Research (FDS) – The financial information services provider fell 7 cents shy of estimates with adjusted quarterly earnings of $3.13 per share.

☆ Here are Thursday's biggest analyst calls: Amazon, Eli Lilly, Bed Bath & Beyond, Nike, Exxon & more
▼ + stars: | 2022-09-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Here are the biggest calls on Wall Street on Thursday: UBS upgrades Eli Lilly to buy from neutral UBS says it's bullish on the company's weight loss drug and sees upside potential. Morgan Stanley reiterates Amazon as overweight Morgan Stanley says the company's fulfillment network is the next great catalyst for Amazon shares. "The cybersecurity industry comprises what we see as five main pillars: identity, endpoint security, data security, network security, and cloud security. Morgan Stanley reiterates Microsoft as overweight Morgan Stanley says it sees an attractive risk/reward after meeting with company management. Morgan Stanley reiterates Meta as overweight Morgan Stanley says that reports of Meta cutting costs could prove to be an earnings tailwind.

☆ 3 takeaways from Monday’s meeting: Market needs a break to rise, some possible buys
▼ + stars: | 2022-09-19 | 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. The market needs a break to bottom Why Jim's investing in the two-year Treasury Quick mentions: JNJ, LLY, AMZN, QCOM , DHR 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.

☆ FedEx inflamed recession fears. These are our least economically sensitive stocks
▼ + stars: | 2022-09-16 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +12 min

FedEx hasn't exactly been a perfect company in recent years, and Subramaniam acknowledged to Jim that FedEx needs to get its own house in order. However, the traditional recession playbook involves selling energy stocks due to fears of demand collapsing. Mixed bag The stocks discussed here have a mixture of economically resilient and sensitive characteristics to them, such as Microsoft (MSFT) and Apple (AAPL). (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.

☆ Here's how we're positioned in four sectors and some of the stocks we like in each
▼ + stars: | 2022-09-15 | by ( Krystal Hur | ) www.cnbc.com time to read: +4 min

Here's quick look at some economic downturn-resistant sectors in consumer staples and health care; our energy inflation hedge; and how to play out-of-favor tech. We're talking about Club names Apple (AAPL), Amazon (AMZN), Microsoft (MSFT) and Google-parent Alphabet (GOOGL) to name a handful. All four of those big tech stocks are rated as a 1 , meaning we view them as buys at these levels. 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.

☆ Here’s our September rapid-fire update on all 33 stocks in Cramer’s Charitable Trust portfolio
▼ + stars: | 2022-09-15 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +11 min

Here's a rapid-fire update on every stock in the CNBC Investing Club portfolio. Halliburton (HAL) — The only energy stock in the portfolio that we haven't trimmed in recent weeks. (See here for a full list of the stocks 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.

☆ 4 takeaways from the Investing Club’s ‘Morning Meeting’ on Tuesday
▼ + stars: | 2022-09-06 | by ( Krystal Hur | ) www.cnbc.com time to read: +4 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Our trades on DVN and CRM We sold 100 shares of recently rallying Devon Energy (DVN) and bought 50 shares of beaten-up Salesforce (CRM) on Tuesday morning. Watching these bullpen stocks Some of our Bullpen names that we're keeping tabs on for buying opportunities are Palo Alto Networks (PANW), PepsiCo (PEP) and Estee Lauder (EL). (Jim Cramer's Charitable Trust is long DVN, HON, CRM. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Here are 3 ways we inflation-proofed our portfolio in this baffling stock market
▼ + stars: | 2022-08-03 | by ( Paulina Likos | ) www.cnbc.com time to read: +11 min

We hold energy companies because of their ability to generate strong free cash flows and return money to shareholders. But we readily admit we should have trimmed some of our positions much earlier when oil prices peaked. If energy prices fall, our energy stocks may get hit, but our holdings that are currently experiencing margin pressure due to high energy prices will get some relief. Remember, even if our energy stocks go down, they're paying us in dividends and buybacks to hang tight. And if production can't keep up with demand, oil prices go back up, which serves oil and energy companies well.

☆ Earnings playbook: How to play the second half of the season with Starbucks and Caterpillar on deck
▼ + stars: | 2022-07-31 | by ( Fred Imbert | ) www.cnbc.com time to read: +14 min

Tuesday Caterpillar is set to report earnings before the bell, followed by a conference all with management at 8:30 a.m. What history shows: Caterpillar has reported a better-than-expected profit in each of the last eight earnings days, FactSet data shows. What history shows : FactSet data shows Airbnb has beaten analyst expectations in the last four quarters. What history shows: FactSet data shows Paramount has missed earnings expectations in two of the past four quarters. Block is set to report earnings after the close, with management set to hold a call at 5 p.m.

Supply & Demand — free market On the Y-axis (the vertical one on the left) we have price. The demand line slopes from the upper left to the bottom right, and the supply line goes from the bottom left to the upper right. To illustrate this tight supply, we shift our supply line to the left as moving left on the X-axis indicates a lower quantity of supply. Supply & Demand — supply constrained market As we can see above, this small shift in supply — with no change in demand — creates a new equilibrium point at which we see a higher price level (P2). Supply & Demand — supply constrained with demand destruction By lowering demand, we can reach a new equilibrium level (marked in red).

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