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☆ These are the 11 sectors that comprise the S&P 500 — and the stocks we own in each
▼ + stars: | 2023-09-17 | by ( Paulina Likos | ) www.cnbc.com time to read: +28 min

.GSPF YTD mountain S & P 500 Financials Sector YTD performance Club stocks in the Financials sector: Morgan Stanley ( MS): The bank's services include investment banking, wealth management and investment management. Communication Services Sector market weight: 8.85% Market cap: $3.3 trillion YTD performance: up 44.5% Industries: Diversified telecommunication services; entertainment; interactive media & services; media; wireless telecommunication services. .GSPTS YTD mountain S & P 500 Communication Services Sector YTD performance Club stocks in the Communication Services sector: Walt Disney (DIS): The entertainment giant reported another mixed quarter last month, even against low expectations. Real estate Sector market weight: 2.44% Market cap: $909 billion YTD performance: up 0.9% Industries: Equity real estate investment trusts; real estate management & development. .SPLRCR YTD mountain S & P 500 Real Estate Sector YTD performance While we don't own any real estate stocks, investors have historically invested in the sector for its reliable cash flow from income-generating properties.

Persons: Jim Cramer's, Jim, Salesforce, reenergized, Marc Benioff, Wolfe, Palo, Eli Lilly, Cantor Fitzgerald, Bausch, bioprocessing, Morgan Stanley, Morgan Stanley's, Eaton Vance, Wells Fargo, Wells, TJX, Wynn, Locker, We've, Mary Dillon, Walt Disney, Bob Iger's, Emerson, Davidson, Vimal Kapur, Stanley Black, Decker, Estee Lauder, Gillette —, Elliott, Coterra, Linde, Jim Cramer, Mandel Ngan Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Technology Sector, Industries, Communications, Technology, Information Technology, Apple, Wedbush Securities, Microsoft, UBS, Deutsche Bank, Nvidia, Broadcom, VMware, Palo Alto Networks, Wolfe Research, Palo Alto, Oracle, Mizuho, Amazon Web Services, Google, Health Care, Biotechnology, Health, Bausch Health, Leerink Partners, GE Healthcare Technologies, General Electric, GE, Financials, Bank of America, United Auto Workers, Detroit, Ford, Starbucks, TJX, Marshalls, Wynn Resorts, WYNN, Communication Services, Communication, Hollywood, Charter Communications, Disney, JMP Securities, Facebook, Industrials, Aerospace, Emerson, Caterpillar, Honeywell, Consumer Staples Sector, Consumer, Consumer Staples, Costco Wholesale, Procter & Gamble, Gillette, Constellation Brands, Corona, Modelo, Pacifico, Elliott Management, Energy Sector, Energy, Coterra Energy, Natural Resources, West Texas, Utilities Sector, Electric, Companies, Sempra Energy, Materials, Chemicals, Linde, LIN, DuPont, Sector, Equity, Real, Jim Cramer's Charitable, New York Stock Exchange, AFP, Getty Locations: U.S, FactSet, bioprocessing, Wells Fargo, China, Maxx, Macao, Asia, Pacifico —, California, Texas

☆ Here's our second-quarter earnings report card for 34 stocks in the portfolio
▼ + stars: | 2023-09-06 | by ( Zev Fima | ) www.cnbc.com time to read: +15 min

Eli Lilly not only reported a stellar second quarter, management was able to raise its full-year sales and adjusted earnings outlook as well. Though revenues were a tad short, earnings results were better than expected on a both a HAAP and adjusted basis. Constellation Brands' (STZ) sales and earnings results outpaced expectations. DuPont (DD) reported a good quarter prior to us initiating a position in the name. But the slight comparable-sales miss in North America prompted questions about the company's ability to hit its long-term targets of 10% to 12% revenue growth and 15% to 20% earnings growth.

Persons: That's, Eli Lilly, Mounjaro, Morgan Stanley, Stanley Black, Decker, it's, Wells Fargo, Sartorius, Estee Lauder, We're, Jim Cramer's, Jim Cramer, Jim, Hsun Huang, Patrick T Organizations: Procter, Gamble, TJX, Federal Reserve, Club, Costco, Emerson Electric, Humana, Oracle, Alto Networks, billings, Companies, Wynn Resorts, WYNN, North, Broadcom, Constellation Brands, DuPont, Ford, GE Healthcare Technologies, Linde, LIN, Microsoft, Natural Resources, Procter & Gamble, —, Health, Coterra Energy, Disney, Starbucks, Jim Cramer's Charitable, CNBC, Nvidia Corp, Mobile, Fallon, Bloomberg, Getty Locations: China, Macau, North American, DuPont's, India, North America, Los Angeles , California

☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Tesla, Nio, SoFi, Amgen, Chewy, Toast and more
▼ + stars: | 2023-09-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Here are Wednesday's biggest calls on Wall Street: UBS upgrades Toast to buy from neutral UBS said the restaurant tech company "continues to prove itself as a top provider" for the restaurant industry. " UBS downgrades Block to neutral from buy UBS said it sees slowing profit growth for Square's parent company. Deutsche Bank reiterates Nio as buy Deutsche Bank said it's concerned about the company's growth trajectory but that it's sticking with its buy rating. " Deutsche Bank reiterates Tesla as buy Deutsche Bank said it's standing by its buy rating on the auto giant. Bank of America reiterates SoFi as neutral The firm said SoFi is a key beneficiary of student loan refinances.

Persons: Baird, Goldman Sachs, William Blair, Argus, Russell, CFRA, it's, TD Cowen, Cowen, Morgan Stanley, Needham, Nio, Tesla, SoFi, refinances Organizations: UBS, omni, Nvidia, Technology, HSBC, Apple, Constellation Brands, Bloom Energy, Deutsche Bank, Bank of America

☆ Don't trust any stock rally unless oil prices, bond yields fall, Jim Cramer warns
▼ + stars: | 2023-09-06 | by ( Jeff Marks | ) 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. Oil, bonds weigh on stocks Watch Constellation Brands Oracle on deck 1. Higher oil prices, bond yields weigh on stocks Stocks fell Wednesday morning, with the market on track for back-to-back days of declines. 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 .

Persons: Jim Cramer, Cowen, Guggenheim, Mizuho, Jim Cramer's, Jim Organizations: CNBC, Constellation Brands Oracle, Stocks, Nasdaq, Treasury, Saudi, West Texas, Southwest Airlines, Constellation Brands, Club, Modelo, Oracle Locations: U.S

☆ The Investing Club's top 10 things to watch in the stock market Wednesday
▼ + stars: | 2023-08-30 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Citigroup maintains a buy rating on Club name Apple (AAPL) ahead of its Sept. 12 product event, while reiterating a $240-per-share price target on the stock. As ever, Apple is an "own it, don't trade it" stock ahead of the product launch. Morgan Stanley downgrades Centene (CNC) to equal weight, from overweight, while lowering its price target on the stock to $73 a share, down from $94. 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.

Persons: Stocks, —, Johnson, Morgan Stanley downgrades Centene, Morgan Stanley, Bernstein, James Hollingshead, Wolfe, BUD, Bud Light, KeyBanc, Jim Cramer's, Jim Cramer, Jim Organizations: ADP, Federal Reserve, Labor, Citigroup, Apple, Citi, FedEx, Health, Humana, Bernstein downgrades Texas, Wolfe Research, NFL, Anheuser, Busch InBev, Molson Coors Beverage, Constellation Brands, Google, Club, Nvidia, HP Inc, Jim Cramer's Charitable, CNBC Locations: U.S

☆ Modelo is now beating Bud Light for the entire year
▼ + stars: | 2023-08-22 | by ( Jordan Valinsky | ) edition.cnn.com time to read: +3 min

New York CNN —Modelo Especial is now officially America’s best-selling beer, dethroning Bud Light from the top spot it has largely held for the past two decades. Year-to-date sales data through August 12 shows it was tight, but Modelo eked out the top spot with an 8.34 share vs. 8.28 for Bud Light. Summer has been a bright spot for the Mexican lager, with Modelo surpassing Bud Light in May, June and July monthly sales. Modelo has held a 9.1 share for the past four weeks as Bud Light slipped to a 7 share of off-premise beer sales. There’s been some “material improvement,” for the Anheuser-Busch (BUD) brand Bud Light, according to Beer Business Daily, a trade publication.

Persons: Bud Light, Bud Light’s, There’s, BUD, Bud, Dylan, ” BBD, Greg Gallagher, ”, ” Gallagher, influencer, Busch Organizations: New, New York CNN — Modelo, Modelo, Bud, Anheuser, Busch, Beer Business, Constellation Brands, Corona, Constellation, CNN, Molson Coors, TAP, Miller Lite, Coors, Light, Modelo Especial, Revenue Locations: New York, North America, Canada, United States

☆ Here's a rapid-fire update on all 36 stocks in the Club's portfolio, including 2 recent buys
▼ + stars: | 2023-08-17 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +14 min

Here's a rapid-fire update on all 36 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Apple remains an "own it, don't trade it" stock, Jim said. Halliburton (HAL): Given we just added a new stock to the portfolio, Jim said Halliburton may be the stock we look to cut ties with. The lesson with P & G is that, sometimes, there's nothing to do but hold a stock, Jim said. Stanley Black & Decker (SWK): The maker of DeWalt and Craftsman tools is one of the best bargains in our portfolio, Jim said.

Persons: Jim Cramer's, Jim, it's, We're, —, he's, he'll, we're, Dupont, Walt Disney, Estee Lauder, Locker, Mary Dillon's, Halliburton, Humana, Humana's, Linde, Eli Lilly, there's, Mark Zuckerberg's, Jim said, Morgan Stanley, James Gorman, Nikesh Arora, Elliott Management's, Elliott, Stanley Black, Decker, It's, Wells Fargo, Wells, Charlie Scharf —, Jim Cramer, Jim Cramer Rob Kim Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Devices, AMD, Nvidia, Amazon, Federal, Bausch Health, Caterpillar, Costco, Coterra Energy, DuPont de Nemours, Comcast, Emerson, Emerson Electric, Ford, United Auto Workers, GE HealthCare Technologies, Big Tech, NFL, Halliburton, HAL, Texas, Honeywell International, Honeywell, Linde, LIN, Facebook, Reality Labs, Microsoft, Oracle, Palo Alto Networks, Procter & Gamble, Natural Resources, Starbucks, Constellation Brands, TJX, Goods, Wynn Resorts, WYNN, Jim Cramer's Charitable Locations: Bausch, China, Hulu, NBCUniversal, Palo, Macao

☆ Activists ease up on Salesforce — plus, 10 other Club stocks traded by Wall Street pros
▼ + stars: | 2023-08-16 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +10 min

The extraordinary activist-investor interest in Salesforce (CRM) eased further in the second quarter, according to the latest regulatory filings from influential Wall Street pros. His firm still owned about 2 million Salesforce shares as of June 30. Tepper also bought 2.3 million shares of Advanced Micro Devices (AMD) and 480,000 shares of Apple (AAPL) during the second quarter. As a result, Appaloosa's holdings as of mid-August may differ significantly from the conclusion of the second quarter. GOOGL YTD mountain Alphabet YTD performance Bets on Google's parent company, Alphabet (GOOGL), varied in the second quarter.

Persons: Dan Loeb's, Jeff Smith's, Salesforce, Jeffrey, Starboard's Jeff Smith, Smith, he's, 13Fs, it's, Marc Benioff, Mason Morfit, Paul Singer's Elliott, Elliott, Elliott —, Nelson Peltz's, Bob Iger, Peltz, David Tepper, Tepper, Bill Ackman's, Seth Klarman, Loeb, Klarman, Stanley Druckenmiller, Druckenmiller, Eli Lilly, That's, Jim Cramer's, Jim Cramer, Jim, Kim Kulish Organizations: Inclusive Capital, CNBC, Paul Singer's Elliott Management, Constellation, Club, Constellation Brands, Corona, Modelo, DIS, Disney, Management, Walt Disney Co, Peltz, Nvidia, Appaloosa Management, Microsoft, Micro Devices, Apple, AMD, Bill Ackman's Pershing, Capital Management, Oracle, Duquesne Family Office, Jim Cramer's Charitable, Corbis, Getty Locations: Salesforce, Tuesday's

☆ These Club consumer stocks stand to gain as customers continue to economize
▼ + stars: | 2023-08-03 | by ( Paulina Likos | ) www.cnbc.com time to read: +5 min

Consumers looking to save money are scaling back on big-ticket discretionary purchases, while spending at Club name Costco Wholesale (COST) continues to thrive. Excluding impacts from changes in gasoline prices and foreign exchange, total company core-comparable sales were up 5% on an annual basis last month. Costco's "stronger than expected results are a signal it continues to take share in this difficult consumer environment," analysts at UBS wrote in a note. This strategy offers higher value proposition to customers, allowing the company to raise prices while still maintaining customer engagement. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer, BUD, Raymond James, Anheuser, Molson, Elliott, Jim Cramer's, Jim Organizations: Club, Costco Wholesale, Costco, TAG, UBS, Constellation Brands, Modelo Especial, U.S ., Anheuser, Bush Inbev, Molson Coors, TAP, Constellation, Procter & Gamble, Tide, Gillette, Atlantic, Anheuser Bush, Elliott Management, CNBC, Corbis, Getty Locations: U.S, Teterboro , New Jersey

☆ Molson Coors bumps up annual forecast on strong demand for premium beers
▼ + stars: | 2023-08-01 | by ( ) www.reuters.com time to read: +2 min

Aug 1 (Reuters) - Molson Coors Beverage (TAP.N) on Tuesday raised its annual sales and profit forecasts, boosted by strong demand for its core brands Miller Lite and Coors Light. For the Americas segment, Molson Coors' net sales rose 10.7% in the second quarter as it shipped more premium beers. Molson Coors now expects full-year 2023 sales to grow in high single-digit percentage, on a constant currency basis. Annual underlying income before income taxes is expected to increase between 23% and 26%, on a constant-currency basis, compared with a low single-digit percentage increase forecast earlier. However, Molson Coors posted second-quarter sales of $3.27 billion, missing estimates of $3.29 billion, according to Refinitiv data.

Persons: Brown, Forman, InBev's Bud, influencer Dylan Mulvaney, Bud Light, Roth, Bill Kirk, Molson Coors, Savyata Mishra, Milla Nissi, Shounak Organizations: Molson Coors Beverage, Miller Lite, Anheuser, Busch InBev, Constellation Brands, Molson Coors, InBev's, Coors, Molson, Thomson Locations: U.S, Chicago, Bengaluru

☆ Miller Light brewer benefits from Bud Light’s turmoil
▼ + stars: | 2023-08-01 | by ( Jordan Valinsky | ) edition.cnn.com time to read: +2 min

That’s a drastic change from the same quarter a year ago, when Bud Light sales were higher than Coors Light and Miller Light sales combined. Net income for the second quarter grew to $342 million, up from $47 million in the same period a year earlier. Since then, sales of Bud Light have been consistently falling by more than 20% every week (compared to the same week prior) since April. In May, the seemingly unthinkable happened: Modelo Especial displaced Bud Light from its top-selling spot in the United States for the first time, ending a roughly two-decade run for Bud Light. The beer giant is set to announce earnings — which will fully cover the Bud Light sales slide — on Thursday.

Persons: Bud, That’s, Molson Coors, Bud Light’s, Bud Light Organizations: New, New York CNN, Molson Coors, Miller, Coors, Anheuser Busch, TAP, Light, Modelo Especial, Bud Light, Molson, Bud, Constellation Brands, Corona Locations: New York, United States

☆ Here are Monday's biggest analyst calls: Apple, Nvidia, Tesla, Amazon, Chevron, Walmart, Adobe & more
▼ + stars: | 2023-07-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Monday's biggest calls on Wall Street: Goldman Sachs upgrades Chevron to buy from neutral Goldman said it sees a cash flow inflection for the oil and gas giant. Morgan Stanley names Keurig Dr Pepper a top pick Morgan Stanley said the beverage giant is its new top pick. Morgan Stanley reiterates Walmart as overweight Morgan Stanley said Walmart+ continues grow and gain new members. Morgan Stanley downgrades Salesforce to equal weight from overweight Morgan Stanley said positive catalysts are in the "rear-view mirror" for the stock. Morgan Stanley upgrades Adobe to overweight from equal weight Morgan Stanley said in its upgrade of Adobe that it sees generative AI driving creativity.

Persons: Goldman Sachs, Goldman, Bernstein, Morgan Stanley, Dr Pepper, Jefferies, Carvana, there's, Cowen, Piper Sandler, Apple, Piper, JPMorgan downgrades, it's, Ford, Oppenheimer, Evercore, Morgan Stanley downgrades Salesforce, Tesla Organizations: Chevron, Nvidia, Apple, Walmart, JPMorgan, JPMorgan downgrades Penske, " Bank of America, Hasbro, of America, Deutsche Bank, York Community, Deutsche, RBC, CSX, Electric, GE, Triple, SG, Wayfair, Suisse, UPS, Credit Suisse, Teamsters, Adobe, Barclays, EV, Detroit Locations: China, York

☆ Bud Light maker to lay off hundreds of US corporate staff after sales slump - CNN
▼ + stars: | 2023-07-27 | by ( ) www.reuters.com time to read: +1 min

[1/2] FiILE PHOTO: Cans of AB InBev's Bud Light hard seltzer are displayed in a fridge in Jewel-Osco supermarket in Chicago, Illinois, U.S. October 21, 2020. Picture taken October 21, 2020. REUTERS/Richa NaiduJuly 26 (Reuters) - Anheuser-Busch InBev (ABI.BR), whose Bud Light sales have recently slumped in the United States, will lay off hundreds of corporate staff in the country, CNN reported on Wednesday citing a company statement. The job cuts would represent less than 2% of total employees at the world's largest brewer, but would not include frontline staff like brewery and warehouse staff, drivers, field sales among others, CNN reported. Reporting by Gokul Pisharody in Bengaluru; Editing by Nivedita BhattacharjeeOur Standards: The Thomson Reuters Trust Principles.

Persons: Bud, seltzer, Richa Naidu, Bud Light, influencer Dylan Mulvaney, Gokul, Nivedita Organizations: REUTERS, Anheuser, Busch InBev, CNN, Busch, Budweiser, Constellation Brands, Modelo Especial, Thomson Locations: Chicago , Illinois, U.S, United States, Bengaluru

☆ How investors can get ahead by listening to a company's earnings conference call
▼ + stars: | 2023-07-23 | by ( Zev Fima | ) www.cnbc.com time to read: +20 min

Commentary on the results Almost all calls begin with a discussion of the reported results. The reported quarter ended May 31 and the call was hosted on June 30, a full month after the quarter ended. By listening into the call, an investor could see that the reported results did not tell the full story around Wynn's business in China. As with the reported results, any comments on supply chains and customer dynamics could prove relevant to the direction of the stock. It can be quantitative, by which management provides actual targets for sales, earnings, and/or industry metrics.

Persons: —, they've, Gamble, Jeff Miller, Mark Zuckerberg, Zuckerberg, takeaways, It's, Jim Cramer's, Jim Cramer, Jim, sasirin Organizations: Procter, TJX, Devices, Club, Constellation Brands, Wynn Resorts, WYNN, Halliburton, HAL, Microsoft, Apple, Linde, LIN, Management, Coterra, Investors, Nvidia, Jim Cramer's Charitable, CNBC, iStock, Getty Locations: Macao, China, overspending

☆ Here's what the bears are missing, and why there's still money to be made in this bull market
▼ + stars: | 2023-07-23 | by ( Jim Cramer | ) www.cnbc.com time to read: +12 min

We know there are so many reasons why this bull market has eluded so many. It's sudden broadening into health care, transports and financials just when we were told the bull was slain by its lack of breadth. I hope readers here know that I felt that only by tuning out the Fed could you make maximum money in the market. You simply had to ignore the verbiage, block out the gasbags who simply failed to see the two-staged bull market right in front of them. Needless to say, if you needed any evidence that we are in a bull market, the rally in that dog may be enough to make the prosecution rest.

Persons: Jerome Powell's, Powell, It's, Joe Biden's, Powell's, that's, Larry Fink, DR Horton, Powell didn't, IPOs, David Solomon's, Goldman Sachs, Barbie, Oppenheimer, Steve Squeri, Squeri, Jeff Marks, Jeff, Johnson, Elliott Management's, Lauder, Jackson, Jim Cramer's, Jim Cramer, Jim, Victor J Organizations: Federal, Dow, Taiwan Semiconductor Manufacturing Company, AS, Blackrock, DR, Western Alliance, FTC, Federal Trade Commission, Justice Department, Club, Microsoft, Activision, American Express, DuPont, Constellation Brands, Disney, Fed, Jim Cramer's Charitable, CNBC, Visitors, New York Stock Exchange, Blue, Bloomberg, Getty Locations: Washington, IPOs, Cava, Wyoming

But, as Jim Cramer said Wednesday stocks in other parts of the market have started to come "back from the dead." Here's a look at where we stand on these eight Club stocks, starting with the biggest gainer, Halliburton, and concluding with the eighth-best performer, TJX Companies. HAL 3M mountain Halliburton's stock performance over the past three months. CAT 3M mountain Caterpillar's stock performance over the past three months. TJX 3M mountain TJX Companies' stock performance over the past three months.

Persons: It's, Jim Cramer, Wells, Morgan Stanley, Wells Fargo, Elliott Management, Jim, STZ, Emerson, bode, Morgan Stanley's, Morgan, TJ Maxx, we're, TJX, Jim Cramer's, Jamie Schwaberow Organizations: Halliburton, HAL, Caterpillar, Nvidia, Constellation Brands, Emerson Electric, Coterra Energy, TJX Companies, CAT, Wells, Apple, Corona, Modelo, Constellation, Emerson, Morgan, Goods, CNBC, Workers, Halliburton Co, Anadarko Petroleum Corp, Bloomberg, Getty Locations: Wells Fargo, Wells, Dacono , Colorado, U.S

☆ 'Don't be vulnerable, be ready,' Jim Cramer says on potential market pullback
▼ + stars: | 2023-07-20 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) 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. I want them to be ready" for a downturn in stocks, Jim said. Stick with Estee Lauder Barclays on Thursday downgraded Estee Lauder (EL) to neutral weight, or hold, from overweight, citing concerns over a recent cyberattack that disrupted some operations at the cosmetics company. The next two quarters may remain challenging for Estee Lauder, Jim acknowledged, but "I'm not writing off China by any means." As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer, Estee Lauder, Dow, Johnson, Jim, Fabrizio Freda, Elliott Management, he's, Jim Cramer's Organizations: CNBC, Dow, Estee Lauder Watch Constellation Brands, Dow Jones, Johnson, Nasdaq, Estee Lauder Barclays, Constellation Brands Locations: overbought, China, Corona, Modelo

☆ Jim Cramer says 'bulls are in charge' as stocks pop but adds a warning for investors
▼ + stars: | 2023-07-19 | by ( Morgan Chittum | ) 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. Be cautious as stocks surge Look out for green shoots in bank stocks Watch Constellation Brands 1. Jim Cramer says it's clear that "the bulls are in charge and the bears are folding," but it's important that investors "don't fall prey to the notion that we are impermeable." 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 .

Persons: Jim Cramer, Dow, It's, Green, Goldman Sachs, Morgan Stanley, Elliott, Jeff Marks, Marks, Jim Cramer's, Jim Organizations: CNBC, Constellation Brands, Federal Reserve, Club, Constellation Brands Constellation Brands, Elliott Management, Corona, Modelo

☆ Corona beer maker Constellation Brands takes action aimed at enhancing shareholder value and stock pops
▼ + stars: | 2023-07-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Constellation Brands (STZ) shares are popping more than 3% in after-hours trading after the Corona and Modelo beer company made a slew of announcements to enhance its corporate governance. The selection of these two board members was made as part of a collaboration with an activist investor that's known to shake things up to create value for shareholders: Elliott Management. Elliott was also recently involved in a multi-activist situation at Club name Salesforce (CRM), which resulted in more value for shareholders. 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 .

Persons: Luca Zaramella, Bill Giles, it's, Elliott, Bud Light, Bud, Jim Cramer's, Jim Cramer, Jim Organizations: Constellation Brands, Corona, Mondelez, AutoZone, Elliott Management, Club, Constellation, Modelo Especial, Molson Coors Beverage . Molson, Anheuser, Busch Inbev, Budweiser, CNBC, Getty Locations: Modelo, United States, Corona

☆ We're trimming this consumer staple and changing our rating after a strong run
▼ + stars: | 2023-07-17 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

We are selling 100 shares of Constellation Brands (STZ) at roughly $255.21. Following the trade, Jim Cramer's Charitable Trust will own 330 shares of STZ, decreasing its weighting in the portfolio to 2.96% from 3.83%. In what has been a rough year for consumer staple stocks, Constellation Brands has been one of the few bright spots with a gain of nearly 10% versus a roughly flat return for the sector. Constellation Brands has been a solid trade, rallying about 9% since we added to our position in late May. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer's, Bud, Bud Light, Jim Cramer, Jim, Luke Sharrett Organizations: Constellation Brands, Modelo, Constellation's Modelo, Bud, CNBC, Workers, LLC, Bloomberg, Getty Locations: California, Corona, Pacifico, United States, Louisville , Kentucky

☆ 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

July 10 (Reuters) - Constellation Brands' (STZ.N) Modelo Especial was the top-selling beer brand in the United States for a second consecutive month in June, after first dethroning Anheuser-Busch InBev's (ABI.BR) Bud Light in May. Modelo Especial was the top-selling beer brand for the four weeks ended July 1, with an 8.7% share of overall beer sales through retail stores for the period, while Bud Light came in second with a 7% share, according to consulting company Bump Williams, which sources data from NielsenIQ. Sales of Bud Light and Budweiser dropped 28% and 11.7%, respectively, from a year earlier, while Modelo Especial sales rose 8.5%. Azer added that consumers had quickly figured out AB InBev's other beer brands like Michelob Ultra and Natural Light, which are also seeing a fall in sales. Before the backlash, Natural Light was gaining due to cost-conscious consumers opting for cheaper six-packs.

Persons: Busch, Bud Light, influencer Dylan Mulvaney, Bump Williams, Michel Doukeris, Neil Reid, Cowen, Vivien Azer, Azer, Letitia James, Ananya Mariam Rajesh, Pooja Desai Organizations: Constellation Brands, Modelo Especial, Anheuser, U.S, University of Toledo, Budweiser, Target, New York, Starbucks, Thomson Locations: United States, NielsenIQ, U.S, Bengaluru

☆ Modelo tops Bud Light in sales for second month in a row
▼ + stars: | 2023-07-10 | by ( Jordan Valinsky | ) edition.cnn.com time to read: +2 min

New York CNN —Mexican-made Modelo Especial is the top-selling beer in the United States for the second straight month, once again snatching the crown from Bud Light. Dollar sales for the pre-July 4 period continued to be grim for Bud Light, with sales falling 28.5%, while Modelo’s grew 8.5% during the same time period. Bud Light initially lost the title last month, which it has largely held for two decades. In June, Bud Light rolled out a new marketing campaign to help turn around sales, centering around country music and NFL players. However, Bud Light continues to be the country’s top-selling beer year to date, holding 8.7% share of the beer market.

Persons: Bud Light, Bud Light’s, Bump Williams, Dylan, Williams, Greg Gallagher, ” Organizations: New, New York CNN, Especial, Modelo Especial, Anheuser, NFL, Modelo, Constellation Brands, Corona, Constellation, CNN Locations: New York, United States

☆ How we're thinking about all 11 stock market sectors heading into Friday's key jobs report
▼ + stars: | 2023-07-06 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

While the natural inclination is to cheer a strong jobs market, investors are responding with a boo and bailing out of risk assets. The thinking goes like this: If people are at work and the labor market is stronger than expected, the ability of the consumer to absorb higher prices is also greater than previously thought. If the ability to absorb higher prices is greater than expected, above target (2%) inflation can last longer than estimated, regardless of the current fed funds rate. If the current fed funds rate isn't stopping hiring and consumers' ability to absorb higher prices, the rate simply isn't high enough. Energy is tough: We really need China's reopening to pick up as demand will be the key to higher energy prices.

Persons: —, — it's, it's, Staples, Eli Lilly, we've, Friday's nonfarm, We're, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Federal Reserve, Apple, Nvidia, American Electric Power, Treasury, Silicon Valley Bank, Constellation Brands, Management, GE Healthcare, Technology, Linde, LIN, Energy, buybacks, Microsoft, Verizon, Disney, Procter & Gamble, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, Getty Locations: Silicon, U.S, Friday's, New York City

Shortly after the opening bell Wednesday, we'll be selling 100 shares of Procter & Gamble (PG), at roughly $152.50 apiece. Following the trade, Jim Cramer's Charitable Trust will own 515 shares of PG, decreasing its weighting in the portfolio to 2.78%, from 3.3%. The move comes with the S & P 500 having gained about 2% since the start of last week. The market is now moving close to overbought territory, with the S & P 500 Short Range Oscillator at 3.11%. The last time the S & P 500, Dow Jones Industrial Average and Nasdaq Composite declined in the month of July was back in 2014.

Persons: we'll, Jim Cramer's, Gamble, Mills, McCormick, Jim Cramer, Jim Organizations: Procter & Gamble, Procter, Gillette, Dow Jones Industrial, Nasdaq, Constellation Brands, Federal, CNBC, Bloomberg, Getty

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