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☆ Cramer says the price target bump for this stock ahead of its earnings is a 'red flag'
▼ + stars: | 2024-02-27 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. But Jim Cramer said the biggest theme in the market right now is cybersecurity. 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. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, Jim, Eli Lilly, Jim assuaged, it's, Wells Fargo, Jim Cramer's Organizations: CNBC, Palo Alto Networks, Viking Therapeutics

Berenberg increased its price target on Eli Lilly on the back of expected strong sales of its weight loss drug, Zepbound. The firm kept its $21 price target, saying shares are "ready to inflect" with hardware cost deflation and investment tax credit boosting growth. Danely's $820 price target on the buy-rated blockbuster chipmaker suggests 3.6% potential upside for shares since Monday's close. — Pia Singh 5:38 a.m.: Berenberg hikes Eli Lilly price target Eli Lilly has been on a tear this year, and Berenberg expects even more gains from here. Analyst Kerry Holford reiterated his buy rating on the stock and raised his price target to $850 from $680.

Persons: Berenberg, Eli Lilly, John Hodulik, Hodulik, — Pia Singh, Wells, Steven Cahall, Cahall, ROKU, Fred Imbert, BofA Evercore, James West, Christopher Danely, Danely, Goldman Sachs, Edward Jones, James Shanahan, Goldman, Marcus, Apiro Dounls, Sunoco, Kerry Holford, Holford, Zepbound Organizations: CNBC, pharma, Nvidia, Citi, Sunoco, NuStar Energy, Netflix, UBS, Vizio, CTV, ISI, BofA, BofA Evercore ISI, Bank of America, Micron Technology, NuStar, SUN Locations: Wells, Sunrun, Monday's

☆ 3-Stock Lunch: AMZN, WBA & LLY
▼ + stars: | 2024-02-21 | 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 Email3-Stock Lunch: AMZN, WBA & LLYBoris Schlossberg, BK Asset Management managing director of FX Strategy, joins 'Power Lunch' to discuss stock plays for three stocks including; Amazon.com, Walgreens and Eli Lilly.

Persons: Boris Schlossberg, Eli Lilly Organizations: BK Asset Management, FX, Walgreens

☆ Pharma and rideshare providers are among most overbought S&P 500 stocks this week
▼ + stars: | 2024-02-16 | by ( Alex Harring | ) www.cnbc.com time to read: +5 min

Despite the market's lack of direction this week, investors nonetheless poured into some specific stocks, pushing them into overbought territory. The RSI, which measures the magnitude and speed of price moves, is a popular yardstick used to evaluate whether shares are overbought or oversold. A stock with a 14-day RSI above 70 is considered overbought, signaling a possible selling opportunity. Biogen is another stock on the list that took a sizable drop this week, with shares tumbling more than 7%. But Wall Street anticipates a turnaround, with the consensus price target reflecting the potential for upside of more than 38%, according to FactSet.

Persons: Eli Lilly, Tesla, Morgan Stanley, Terence Flynn, FactSet, Uber, Stephen Bersey, Bersey Organizations: Dow Jones, Nasdaq, Federal Reserve, CNBC, RSI, pharma, Traders, Uber, Technologies, HSBC Locations: Thursday's, Biogen

☆ Morgan Stanley ponders if Eli Lilly could be the first $1 trillion pharma stock on weight loss boom
▼ + stars: | 2024-02-16 | by ( Christina Cheddar Berk | In | ) www.cnbc.com time to read: +3 min

On Friday, Flynn raised his price target on Lilly shares to $950 from $805. With Lilly's stock closing Thursday at $757.78, the target suggests 25% more upside ahead. LLY 1Y mountain Eli Lilly shares over the past year. "LLY is establishing high barriers to entry in the diabesity market," Flynn said, adding that this is what contributes to its higher valuation. Phase 3 data is expected on orforglipron in 2025, which Flynn sees as a catalyst for the stock to go higher.

Persons: Eli Lilly, Morgan Stanley, Terence Flynn, Flynn, Lilly, Mounjaro, — CNBC's Michael Bloom Organizations: Novo Nordisk Locations: diabesity

☆ One of our financial stocks hit a new high: Here's why we're eyeing a small trade
▼ + stars: | 2024-02-16 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. 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. 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.

Persons: Jim Cramer, Eli Lilly, Morgan Stanley, it's, Wells, Jim Cramer's, Jim Organizations: CNBC, Investors, Federal, Analysts, Wells, Currency Locations: Wells Fargo

☆ Here are Friday's biggest analyst calls: Nvidia, Nike, Tesla, Coinbase, Arm, Meta, Eli Lilly, UPS, Carvana & more
▼ + stars: | 2024-02-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Friday's biggest calls on Wall Street: Bank of America reiterates Meta as buy Bank of America said it's bullish on Meta adding the Broadcom CEO to its board of directors. Bank of America reiterates Nvidia as buy Bank of America said it's standing by the stock heading into earnings next week but that a pullback is possible. Baird upgrades UPS to outperform from neutral Baird said in its upgrade of UPS that the risk/reward is too attractive to ignore. Bank of America downgrades Dropbox to underperform from buy Bank of America said the "bull thesis has played out" for the data storage company. Bank of America upgrades Cellebrite to buy from neutral Bank of America said it sees business trends stabilizing for the digital intelligence company.

Persons: it's, Hock Tan, NVDA, Goldman Sachs, Goldman, TD Cowen, Grosvenor, KBW, TTD, Baird, Wells, Tommy Hilfiger, Tommy, Raymond James downgrades Carvana, Raymond James, Wayfair, Oppenheimer, Morgan Stanley, Tesla, Guggenheim, SunPower, Jefferies, Eli Lilly, Roku Organizations: Bank of America, Meta, Broadcom, " Bank of America, Nvidia, Informatica, BMO, Trade, Google, U.S, UPS, JPMorgan, Daiwa, CY2025, UBS, Newell Brands, RBC, Nike, of America, Barclays, Netflix, JPMorgan downgrades Bloom Energy, BE, Pharma Locations: CY24, CY2024, Wayfair, U.S

☆ What Eli Lilly investors can learn from the slow launch of a competitor's drug
▼ + stars: | 2024-02-15 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

Club holding Eli Lilly is expecting to get approval for its Alzheimer's treatment in the coming weeks, but investors looking for immediate financial success should temper their expectations. The FDA's decision on Lilly's drug, known as donanemab, is expected by the end of March. In the meantime, Eli Lilly's diabetes and obesity drugs, the heart of our investment thesis, should continue to fuel the lion's share of the company's topline growth. About 2,000 patients are currently taking Leqembi, Biogen said Tuesday, up from 800 at the time of the company's third-quarter report in November. LLY YTD mountain Eli Lilly's stock performance so far in 2024.

Persons: Eli Lilly, drugmaker Biogen, Eli Lilly's, —, Lilly, Biogen, Japan's, Chris Viehbacher, Viehbacher, Morgan Stanley, Lilly's, Donanemab, Mounjaro, Jim Cramer, Leqembi, Jim Cramer's, Jim Organizations: Food and Drug Administration, Drug Administration, Alzheimer's Association, FDA, Club, GE Healthcare, FactSet, Pharmaceutical, CNBC Locations: Indianapolis

☆ In this fast-paced bull market, we're increasing our Club price targets on 4 stocks
▼ + stars: | 2024-02-15 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Following last week's $120-per-share price target hike to $750 on strong earnings, we're raising our PT again Thursday to $850. Even at our new $850 price target, Lilly shares still represent a lower PEG than we've seen historically but that provides some margin of safety. Costco price target hike to $770 from $680 Costco also trades at a premium valuation, but we think it's warranted due to the company's reliability and consistency. Salesforce price target hike to $320 from $275 Salesforce is a Club name we recently highlighted in our 10 undervalued stocks commentary . Palo Alto Networks price target change pending Lastly, we are aware that our price target on Palo Alto Networks requires an update as well.

Persons: It's, Eli Lilly, Lilly, Salesforce, –, There's, Jim Cramer's, Jim Cramer, Jim, Robert Nickelsberg Organizations: Wall, PT, Novo Nordisk, Costco, Microsoft, Broadcom, UBS, VMware, JPMorgan, Palo Alto, Palo Alto Networks, Palo, CNBC, Getty Locations: GLP, AVGO, Palo Alto, Palo, New York City

☆ Here's why we would be considering buying more Eli Lilly shares if they were down Tuesday
▼ + stars: | 2024-02-13 | 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. If Lilly shares weren't climbing higher in Tuesday's down market, we would consider buying more, given the solid fundamentals and serious growth prospects. 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.

Persons: Jim Cramer, we're, Jefferies, Palo, Eli Lilly's, Eli Lilly, We're, —, Lilly, Jim Cramer's, Jim Organizations: CNBC, Dow, Nasdaq, Wall, Palo Alto Networks, Jefferies, Palo, Pfizer, Novo Nordisk Locations: Palo Alto

☆ Weight loss drugs are still hard to find — but Novo Nordisk and Eli Lilly are trying to change that
▼ + stars: | 2024-02-10 | by ( Annika Kim Constantino | ) www.cnbc.com time to read: +8 min

Victoria Klesty | ReutersThe insatiable demand for weight loss drugs is trouncing supply, leaving many patients struggling to find the injectable treatments. The dominant weight loss drugmakers, Novo Nordisk and Eli Lilly , have said supply woes likely won't go away anytime soon, as the popularity of those medicines continues to soar. Some Wall Street analysts project that the weight loss drug market could be worth $100 billion by the end of the decade. But both Novo Nordisk and Eli Lilly gave updates on positive supply developments to investors over the last week. Other forms of weight loss drugs could helpAlternative forms of weight loss drugs could also help alleviate supply constraints in the future.

Persons: Victoria Klesty, Eli Lilly, Cantor Fitzgerald, Louise Chen, Nordisk's Wegovy, Eli Lilly's Zepbound, Goldman Sachs, Jeff Friedman, Novo, Mike Segar, Eli, Catalent, Yves Herman Yves Herman, TD Cowen, Michael Nedelcovych, Anat Ashkenazi, Cantor Fitzgerald's Chen, Morgan Stanley, Eli Lilly's, George Frey Organizations: Novo Nordisk, CNBC, Nordisk's, University of Florida, Pfizer, AstraZeneca, Roche, Food, Nordisk, Company, FDA, Novo Holdings, Wegovy, REUTERS, Reuters, U.S Locations: Oslo, Norway, Novo, U.S, Branchburg , New Jersey, Brussels, Belgium, Catalent, Concord , North Carolina, North, Germany, Indiana, Denmark, France

☆ These are the most overbought stocks due for a pullback during S&P's run to 5,000
▼ + stars: | 2024-02-09 | by ( Pia Singh | ) www.cnbc.com time to read: +4 min

Stocks have raced ahead this year, with the S & P 500 trading above the historic 5,000 level. Stocks that have a 14-day RSI greater than 70 are considered to be overbought, meaning they could be at risk of a pullback. Several firms, from Deutsche Bank to Bank of America, walked away from the company's earnings release even more encouraged about its future. On average, analysts have a $111.38 price target on Disney, indicating less than 1% upside from the entertainment giant's last close. Other overbought companies in the S & P 500 are Boston Scientific and Ralph Lauren , which saw shares reach a 9-year high on the company's earnings beat this week.

Persons: Eli Lilly, Morgan Stanley, Eli Lilly's, Wells, Mohit Bansal, LLY, Walt Disney, Berkshire Hathaway, Nelson Peltz, Ralph Lauren Organizations: Nvidia, Dow Jones, CNBC, Stock, Deutsche Bank to Bank of America, Berkshire, Disney, Epic Games, ESPN, Boston Scientific Locations: Zepbound, Fortnite

☆ Sitting on gains in Eli Lilly, Nvidia? Ask these questions before your next move
▼ + stars: | 2024-02-09 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +10 min

Eli Lilly has jumped almost 27%, building on its 59% gain in 2023. The long-term outlooks for Nvidia and Eli Lilly — both longtime Club holdings — brightened in recent weeks, leading to additional gains for the stocks. This leaves Club members who own Nvidia, Eli Lilly, or both, wondering how to proceed with their investments. Right now, we feel good about the timing of our most recent sales in Nvidia and Eli Lilly. Eli Lilly's stock is currently up about 24% from our Sept. 12 sale level, based on Thursday's close.

Persons: Eli Lily, Eli Lilly, Eli Lilly —, Eli Lilly's, Zepbound, Lilly's, Jim Cramer, Jim, There's, they're, Colette Kress, Goldman Sachs, FactSet, Lilly, Novo, Nordisk's Wegovy, tirzepatide, Jim Cramer's Organizations: Nvidia, Club, Apple, Microsoft, Web Services, Nordisk's, CNBC, Reuters Locations: Wall

☆ Wall Street gives 2 of our healthcare stocks well-deserved price target bumps
▼ + stars: | 2024-02-07 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

Wall Street liked what it saw from GE Healthcare and Eli Lilly in their earnings reports, leading to a round of well-deserved price target bumps for the Club stocks. GE Healthcare fell slightly Wednesday, holding on to most of Tuesday's almost 11.7% surge. The biggest price target boost for GE Healthcare came from Piper Sandler, going to $94 per share from $84 while reiterating its buy-equivalent rating. Goldman Sachs, which has a hold rating on Eli Lilly, bumped its price target to $650 a share from $600. The GE Healthcare scanner is called the Revolution CT. Martin Schutt | picture alliance | Getty Images

Persons: Eli Lilly, tirzepatide, Lilly, it's, Piper Sandler, —, Mizuho, Wells Fargo, Evercore, Eli Lilly's, Lilly's, Eli, Truist, Cantor Fitzgerald, Morgan Stanley, Goldman Sachs, Jim Cramer's, Jim Cramer, Jim, Martin Schutt Organizations: GE Healthcare, Club, GE, Mizuho Securities, Electric, BMO Capital Markets, Truist Securities, CNBC, Bank of America, Barclays, Getty Locations: Amgen, China, Eli Lilly's, Wells Fargo, Jena , Germany

☆ Wednesday analyst calls: JPMorgan downgrades New York Community Bancorp, Eli Lilly gets big boost
▼ + stars: | 2024-02-07 | by ( Pia Singh | ) www.cnbc.com time to read: +8 min

Troubled regional bank New York Community Bank faced a downgrade from JPMorgan, which said NYCB is facing a multitude of challenges. The firm upped its price target for the drug maker to $850, all the way from $200. Wells Fargo : Analyst Zachary Fadem kept his overweight rating and raised his target price by $200 to $2,800, implying 12.5% upside for shares. "After speaking to management, we confirmed these two executives had indeed left the company, wrote JPMorgan analyst Steven Alexopoulos. NXP's stock price is down 2.9% for the year, but still higher than 15% over the past 12 months.

Persons: Eli Lilly, Eric Gonzalez, Gonzalez, Wells, Zachary Fadem, Sara Senatore, Chipotle, — Pia Singh, JPMorgan downgrades, Steven Alexopoulos, Alexopoulos, John Melloy, Vivek Arya, Arya, Robyn Karnauskas, Karnauskas, Zepbound Organizations: CNBC, New York Community Bank, JPMorgan, Pharma, Truist Securities, Semiconductors, Bank of America, KeyBanc, Barclays, New York Community Bank JPMorgan, New, Community Bank, Financial Times, Bloomberg News, New York Community Bancorp, Battery Management Systems, Food and Drug Administration Locations: Wells Fargo, Tuesday's

☆ We're raising our price target on Eli Lilly by $120 after its excellent quarter
▼ + stars: | 2024-02-06 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +10 min

Bottom line Eli Lilly delivered a strong report Tuesday. Still, it's not a surprise to see shares of Eli Lilly fall nearly 2% Tuesday, to around $694 each. Despite doubling manufacturing capacity year over year in 2023, Eli Lilly said demand for its GLP-1s is "likely to outpace supply" this year. We're raising our Eli Lilly price target to $750 a share from $630, while reiterating our 2 rating on the stock, meaning we'd wait for a pullback before adding to our position. Eli Lilly & Co. Mounjaro brand tirzepatide medication arranged at a pharmacy in Provo, Utah, US, on Monday, Nov. 27, 2023.

Persons: Eli Lilly's, Lilly's, Eli Lilly, Mounjaro, Zepbound, it's, —, Jim Cramer, Anat Ashkenazi, NASH, Lilly, Jim, Jardiance, Verzenio, Trulicity, donanemab, Ashkenazi, Jim Cramer's, George Frey Organizations: Revenue, LSEG, U.S, Novo Nordisk, Food and Drug Administration, Analysts, Investors, FDA, CNBC, Bloomberg, Getty Locations: Mounjaro's, U.S, Mounjaro, Trulicity, Provo , Utah

☆ Wall Street says Big Tech needs to take a breather after huge run. Here's our take
▼ + stars: | 2024-02-06 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. "This is a consolidation day," Jim Cramer said Tuesday. 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.

Persons: Jim Cramer, Eli Lilly, We're, Jim, We're bullish, Jim Cramer's Organizations: CNBC, Big Tech, Citigroup, GE Healthcare

☆ 8 more of our stocks report earnings next week. Here's what we want to see
▼ + stars: | 2024-02-03 | by ( Zev Fima | ) www.cnbc.com time to read: +13 min

The three major averages posted gains for the fourth week in row, lifted by strong quarterly earnings results for most of the Big Tech companies and a strong jobs report. A weaker ADP Employment report on Wednesday provided no read-through to the monster January jobs report Friday. Here's what we're keeping an eye on in the coming week: 1. Earnings: It's another big earnings week head for the portfolio, with 8 more of our companies reporting. Consistency is what we appreciate most from nat gas giant Linde , so we're hoping for another quarter of solid earnings growth Tuesday.

Persons: Estee Lauder, Eli Lilly, Mounjaro, Nelson Peltz, Estée Lauder, Tyson, CARR, Jacobs, Willis Towers Watson, Edwards, Walt Disney, Oscar Health, Philip Morris, Armour, BAX, BILL, Jim Cramer's, Jim Cramer, Jim, George Frey Organizations: Big Tech, Dow Jones Industrial, Nasdaq, PMI, Apple, Starbucks, Procter, Gamble, GE Healthcare, DuPont, Linde, Ford, General Motors, Trian Partners, Disney, ESPN, Wynn Resorts, Wynn, Vegas, Prix, Estée Lauder Companies, Caterpillar, McDonalds Corp, Allegiant Travel, Bowlero Corp, Tyson Foods, TSN, Air Products & Chemicals, IDEXX Laboratories, CNA Financial Corp, CNA, Timken Company, Graham Corporation, Mesa Laboratories, Sphere Entertainment, Loews Corp, Technologies, Vertex Pharmaceuticals, Semiconductors, Simon Property Group, Amkor Technology, FMC Corporation, FMC, BellRing Brands, Crown Holdings, ChampionX Corporation, Golub Capital BDC, Flexsteel Industries, Kilroy Realty Corp, Gladstone Capital Corp, Unibanco, S.A, Snack Foods Corp, Kimball Electronics, Skyline Corp, Cabot Corporation, Simpson Manufacturing Co, Varonis Systems, Co, GE HealthCare, Linde plc, LIN, Spotify Technology S.A, BP, Hertz Global Holdings, AeroSystems Holdings, Toyota Motor Corp, Cummins, CMI, Software Technologies, AGCO Corporation, Carrier Global Corporation, Lear Corp, CONSOL Energy, Centene Corporation, Gartner, Arcbest Corp, CTS Corporation, Energizer Holdings, Hamilton Lane Incorporated, KKR, Precision Drilling Corporation, Frontier Group Holdings, Waters Corp, Alfa Laval, Aramark Holdings Corp, FirstService Corporation, Garden Sports Corp, New Jersey Resources Corp, nVent Electric plc, PJT Partners, Resources, Sensata Technologies, Ford Motor Company, Enphase Energy, Grill, VF Corp, Edwards Lifesciences Corp, Gilead Sciences, Lumen Technologies, Cognizant Technology Solutions Corp, Weatherford International plc, Amcor plc, Arrowhead Pharmaceuticals, Advanced Energy Industries, Uber Technologies, CVS Health, Roblox Corporation, Ares Capital Corp, Bunge, XPO Logistics, Scotts Miracle, Gro Company, Berry Global, Flex LNG, Equinor ASA, Griffon Corporation, OneMain Holdings, Brookfield Asset Management, Emerson Electric Co, Hilton Worldwide Holdings, Reynolds Consumer Products, Silicon Laboratories, Brands, Sciences, CDW Corp, Fox Corporation, WYNN, PayPal, Arm Holdings plc, ARM, Axcelis Technologies, Mattel, Paycom, Annaly Capital Management, McKesson Corp, Health Corporation, O'Reilly Automotive, Allstate Corp, Fluence Energy, Power Systems, Digital Turbine, Blue Bird Corp, Everest Group, Omega HealthCare, Coty, COTY, ConocoPhillips, Cameco Corp, Philip Morris International, Spirit Airlines, Hershey Company, Lightspeed Commerce, Aurora Cannabis, Lincoln National Corp, P, Tenet Healthcare Corp, Asbury Automotive Group, Arrow Electronics, Baxter International, PetMed, Boyd Gaming Corp, FirstEnergy Corp, Motorola Solutions, Terex Corp, PepsiCo, Growth, AMC Networks, Owl, American Pipeline, TELUS International, Magna International, Newell Brands, Jim Cramer's Charitable, CNBC, Bloomberg, Getty Locations: U.S, China, Macau, Wynn Macau, Valvoline, VVV, ALFVY, Madison, New Jersey, Gilead, Ceridian, ORLY, Paycor, Aurora, Provo , Utah

☆ January was great for stocks — here are our top 5 performers for the month
▼ + stars: | 2024-02-02 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

We took advantage of the hot streak in stocks, making small sales throughout the month. NVDA YTD mountain Nvidia (NVDA) year-to-date performance 1. PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance 2. META YTD mountain Meta Platforms year-to-date performance 3. CRM YTD mountain Salesforce (CRM) year-to-date performance 4.

Persons: Jerome Powell, Mark Zuckerberg, Jim Cramer, Palo, Cowen, Salesforce, Eli Lilly, LLY, Jefferies, David Ricks, Jim Cramer's, Jim, Brendan Mcdermid Organizations: Dow, Nasdaq, Big Tech, Club, Federal Reserve, Nvidia, Meta, Palo Alto Networks, Microsoft, JPMorgan, Palo, Facebook, CNBC, Traders, New York Stock Exchange Locations: Palo, New York City, U.S

☆ We're calling up a health care stock from our Bullpen watch list, starting a new position
▼ + stars: | 2024-01-29 | by ( Jim Cramer | ) www.cnbc.com time to read: +7 min

Shortly after the opening bell, we're initiating a position in Abbott Laboratories (ABT), buying 275 shares at roughly $112 each. The way Abbott's stock has traded, it's acted like GLP-1s were a cure and people would no longer need these devices. 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. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Jim Cramer's, Abbott, Novo's, it's, Eli Lilly, we're, We're, Alinity, Abbott isn't, Jim Cramer, Jim Organizations: Abbott Laboratories, ABT, Jim Cramer's Charitable, Abbott, Novo Nordisk, Nutrition, JPMorgan, Pharmaceuticals, Core, GLP, Diagnostics, CNBC Locations: United States, LLY

☆ Monthly Meeting Q&A with Jim Cramer: Everything from health care to industrials to portfolio management
▼ + stars: | 2024-01-28 | by ( Paulina Likos | ) www.cnbc.com time to read: +13 min

(Luca) Jim Cramer: I am getting over the pain of Morgan Stanley but not the simmering anger. Jeff Marks: A general rule of thumb is look for a pullback of about 3% to 5% to put some on. Jeff Marks: You should do what you are comfortable with but a general rule of thumb is five to ten. (Austin) Jim Cramer: We made a nice sale in CAT, sold half of the position. 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, Jeff Marks, Brian, Jim Cramer, Eaton, There's, Jim, Morgan Stanley, gravitating, Goldman Sachs, Ted Pick, Luca, Eli Lilly, Jenny, I'm, We've, Palo, Dan, I've, Max, Carly Garner, CTRA, We're, we'd, Ford, Estee Lauder, Kimberly, didn't, –, Mike, that's, Austin, it's, Jim Umpleby, Bill, Jason Robins, Jason, DraftKings, They're, Sandy, WYNN Organizations: Investing Club, Abbott Laboratories, Wealth Management, Disney, Fed, Palo Alto Networks, Microsoft, Nvidia, Nasdaq, Club, Energy, Ford, Bronco, CME Fed, Caterpillar, China, Wynn Resorts, DuPont, CNBC Locations: IPOs, New York City, Palo Alto, China, California, Texas, Macao

☆ How Eli Lilly plans to fix the supply snag for its blockbuster diabetes drug
▼ + stars: | 2024-01-26 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +8 min

They're also at the heart of our investment thesis in Eli Lilly, a longtime Club holding. Shares of Eli Lilly have soared nearly 80% over the past 12 months, including a more-than-5% gain in January alone. In November, Eli Lilly indicated it was on track to meet the goal, which also was made possible by upgrades to existing facilities. Eli Lilly has used KwikPen technology for other diabetes treatments, such as insulin injections, for many years. Eli Lilly & Co. Mounjaro brand tirzepatide medication arranged at a pharmacy in Provo, Utah, US, on Monday, Nov. 27, 2023.

Persons: Eli Lilly, —, Eli Lilly's, They're, FactSet, Lilly's, Dave Ricks, Ricks, Lilly, there's, Morgan Stanley, Eli, Jim Cramer's, Jim Cramer, Jim, George Frey Organizations: CNBC, FDA, Novo Nordisk, JPMorgan Healthcare Conference, Research, Barclays, RTP, —, U.S, JPMorgan, Bloomberg, Getty Locations: Danish, Indianapolis, North Carolina, Carolina, Concord , North Carolina, Germany, U.S, Australia, Canada, KwikPen, Provo , Utah

☆ The portfolio's 6 best-performing stocks since the December Monthly Meeting
▼ + stars: | 2024-01-24 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

Here then are our top stocks since our last meeting, from the Dec. 19 market close through Tuesday's trading session. NVDA YTD mountain Nvidia (NVDA) year-to-date performance Coming in at No. META YTD mountain Meta Platforms year-to-date performance Meta finished third, with shares rising 9.9% as Wall Street analysts anticipate a brighter outlook for the digital advertising market in 2024. LLY YTD mountain Eli Lilly (LLY) year-to-date performance Fourth on our list of top performers is Eli Lilly . GOOGL YTD mountain Alphabet (GOOGL) year-to-date performance Alphabet and Broadcom shares both jumped 7.6% over the last month, tying for No.

Persons: Dow, Bausch, Mark Zuckerberg, We're, Exchange Commission's, Palo, Jim Cramer, Meta, Cowen, there's, Jim, Eli Lilly, LLY, David Ricks, Jim Cramer's, Stocks, Spencer Platt Organizations: Big, Apple, Barclays, Bausch Health, Nvidia, Meta, Palo Alto Networks, Palo, Securities, Exchange, SEC, Microsoft, JPMorgan, Microsoft's, Wall, U.S, Facebook, Jefferies, Broadcom, CNBC, Traders, New York Stock Exchange, Getty Locations: Big Tech, U.S, Palo, New York City

☆ Eli Lilly's Zepbound is off to a strong start, but here's what needs to happen to push shares higher
▼ + stars: | 2024-01-24 | by ( Christina Cheddar Berk | In | ) www.cnbc.com time to read: +8 min

Lilly's Mounjaro and Zepbound both use tirzepatide as an active ingredient, but Mounjaro is indicated for type 2 diabetes, while Zepbound aids weight loss. A rich valuation LLY 1Y mountain Eli Lilly shares over the past year. But even good news about Zepbound's launch might not be enough to propel Lilly's stock higher. Goldman's Shibutani has a neutral rating on Lilly shares and a price targe of $600, which implies shares could fall nearly 5% from they started the week. He has a buy rating on Lilly shares, and expects the stock could hit $700 over the next 12 months.

Persons: Eli Lilly's, Lilly, Goldman Sachs, Chris Shibutani, IQVIA, Shibutani, Lilly's, Mounjaro, Eli Lilly, Geoff Meacham, NASH, Meacham, there's, Morgan Stanley, Terence Flynn, Flynn, Morgan Stanley's, Michael Bloom Organizations: Food and Drug Administration, Zepbound, Novo Nordisk's, Medicare, Bank of America, Novo Nordisk, Bank of, FDA, CNBC Locations: Indianapolis, Mounjaro

☆ Why we like health-care stocks in 2024 despite their spotty record in presidential election years
▼ + stars: | 2024-01-18 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +11 min

The S & P 500 Health Care Sector index has outperformed the broader S & P 500 in just three of the past eight presidential election years dating back to 1992, according to FactSet data. So far in 2024, health care has been the best-performing sector in the S & P 500, climbing roughly 2%. .GSPHC .SPX YTD mountain Health care sector vs. S & P 500 YTD It's way too early for any grand predictions with Election Day 2024 about 10 months away. Nevertheless, we see attractive fundamentals in the year ahead for a host of health-care stocks, giving us the confidence to own Lilly, GE Healthcare and Danaher despite what history says about the group in presidential election years. After a strong 2022 for health care in a terrible overall market, investors last year placed a lower emphasis on the defensive characteristics of health care.

Persons: —, that's, Eli Lilly, Lilly, Jim Cramer, Jim, Sen, Bernie Sanders of, Joe Biden, Sanders, would've, Damien Conover, Conover, Biden, Eli Lilly's, Morningstar, Amgen, Morningstar's Conover, Lilly's donanemab, Humana, Bausch, Jim Cramer's, Frederick Florin Organizations: Health, GE Healthcare, Abbott Laboratories, Amgen, Novartis, Walgreens Boots Alliance, JPMorgan Healthcare Conference, Democratic, Morningstar, CNBC, Horizon Therapeutics, Novo Nordisk, Federal Reserve, General Electric, Medicare, Humana, UnitedHealth Group, Investors, AFP, Getty Locations: San Francisco, U.S, Bernie Sanders of Vermont, Canadian, Fegersheim, France

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