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☆ We're using this rally to make a few trades in the portfolio: one sale, two buys
▼ + stars: | 2022-10-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

We're buying 20 shares of Danaher (DHR) at roughly $263.99 and 40 shares of Estee Lauder (EL) at roughly $217.05. Estee Lauder We are taking some of that MRVL cash to add to our newest position Estee Lauder . When the pandemic hit and department stores temporarily closed their doors, Estee Lauder pivoted quickly and built direct-to-consumer channels like e-commerce. This shift has allowed Estee Lauder to recapture some lost market share and improve its operating margin outlook. Over the last three years, Estee Lauder has expanded its operating margins by 220 basis points.

☆ 3 takeaways from our daily meeting: Banks as market leaders, 3 trades and keeping CRM
▼ + stars: | 2022-10-18 | 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 like the banks here We're making 1 sale and 2 buys Don't sell CRM into strength 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 Tuesday — J&J beat, Salesforce gets an activist, stocks surge
▼ + stars: | 2022-10-18 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

What I am looking at Tuesday, Oct. 18, 2022 Club holding Johnson & Johnson (JNJ) reports an impressive quarter. Activist investor Starboard takes a major stake in Club holding Salesforce (CRM), sees significant opportunity. Club holding Microsoft (MSFT) cuts people, continues to invest, but calls for slowest quarterly revenue growth in more than five years. Barclays cuts price target on Charles Schwab (SCHW) to $73 per share from $81. Barclays cuts price target on Unity Software (U) to $33 per share from $49.

☆ These 5 Club stocks had the largest intraday rebounds during Thursday's wild comeback rally
▼ + stars: | 2022-10-14 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

Wall Street went on a wild and historic ride Thursday , staging a massive intraday comeback despite hotter-than-expected inflation data released in the premarket. The S & P 500 registered its fifth-largest intraday reversal from a session low in its history, according to SentimenTrader. It's hard to pin down an exact reason for Thursday's tape and, especially, to know whether the rally will be sustained. To help put the wildness into perspective, take a look at the five Club stocks with the biggest intraday reversals Thursday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Here’s our October rapid-fire update on all 34 stocks in Cramer’s Charitable Trust portfolio
▼ + stars: | 2022-10-13 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +13 min

Here's a rapid-fire update on every stock in the CNBC Investing Club portfolio. For Club members who are seeking income, we think a stock like Devon represents a better option than, say, AbbVie. (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. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ 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.

☆ What Cramer is watching Tuesday — chip troubles, Apple estimate raises, Disney price target cut
▼ + stars: | 2022-10-11 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

KeyBanc keeps overweight (buy) rating and $185-per-share price target. Barclays raises Apple hardware revenue estimate, driven by a "slight iPhone upside and much better MacBooks," offsetting weakness in services; lowers price target to $155 per share from $169 but keeps equal weight (hold) rating. Wedbush starts beer, wine and spirits company Constellation Brands (STZ) with an outperform (buy) rating and a $275-per-share price target. Chemical company Westlake (WLK) price-target cut to $105 per share from $112 at Barclays, which keeps neutral (hold) rating. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Here are Tuesday's biggest analyst calls: Meta, Apple, Walmart, Netflix, Coca-Cola, Roblox & more
▼ + stars: | 2022-10-11 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Tuesday's biggest calls on Wall Street: Morgan Stanley reiterates Walmart as overweight Morgan Stanley said that Walmart+ could be worth $45 billion. Morgan Stanley upgrades Amgen to overweight from equal weight Morgan Stanley said the biopharma company is a defensive stock. Morgan Stanley reiterates Microsoft as overweight Morgan Stanley said Microsoft has an attractive valuation. Morgan Stanley downgrades Zoom to equal weight from overweight Morgan Stanley said there's a lack of near term catalysts for the stock. Morgan Stanley names Taiwan Semiconductor as a catalyst driven idea Morgan Stanley said it's bullish heading into semiconductor company's analyst meeting on Thursday.

☆ 3 takeaways from our daily meeting: Portfolio diversification, waiting on inflation data, Ford downgrade
▼ + stars: | 2022-10-10 | 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. But we don't advise individual Club investors to own all four names. 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.

☆ Facts changed and part of tech sank. We're changing our view and trimming exposure
▼ + stars: | 2022-10-10 | by ( Jim Cramer | ) www.cnbc.com time to read: +7 min

Following Monday's trade, Jim Cramer's Charitable Trust will own 700 shares of QCOM, decreasing its weighting to 3.03% from 3.66%. Accordingly, we are downgrading our ratings on all four semiconductor stocks to 2. Also, it will be hard for the multiples on semiconductor stocks to re-rate higher from here, unless we get some pivot from the Fed, which we do not expect any time soon. (Jim Cramer's Charitable Trust is long QCOM, AMD, NVDA and MRVL. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Following Monday's trade, the portfolio will own 390 shares of STZ, increasing its weighting to 3.24% from 3.08%. We could not buy the stock last week as we were restricted from trading it because Jim mentioned it on television. 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.

☆ 3 takeaways from our daily meeting: Still oversold, picking at chip stocks, Club names in the news
▼ + stars: | 2022-09-30 | 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 still oversold When to buy chip Quick mentions: TJX, DIS, ABBV 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.

☆ 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.

☆ 3 takeaways from Wednesday’s ‘Morning Meeting’ – We’re watching the Fed and firms with pricing power
▼ + stars: | 2022-09-21 | 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're letting our stocks run on Fed day Companies with pricing power are winners here Quick mentions: CSCO, NVDA, QCOM, MRVL, CRM 1. Companies with pricing power are winners here In this high-inflation environment, we believe companies that have the power to set prices, instead of taking them down, will be the winners. Jim says Abbvie (ABBV) has pricing power, citing JPMorgan's note on Tuesday stating it sees an "attractive setup for shares" into 2023. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

☆ Marvell CEO tells Jim Cramer: We're doing much better than our stock price suggests
▼ + stars: | 2022-09-21 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

"The long-term opportunity for this company ... is tremendous because if you think about the end markets that we participate in — forget about share gain, forget about new product cycle. Just look at the end markets," Murphy told Jim Cramer in an interview. "The end markets, they have a big determination on a company's performance, especially in a cycle like this," he added. Automotive Automotive/industrial is the smallest of the five end markets for which Marvell reports results. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ 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 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.

☆ Undecided? Here are 3 questions we ask ourselves before selling a troubled stock
▼ + stars: | 2022-08-25 | by ( Paulina Likos | ) www.cnbc.com time to read: +10 min

When managing our own portfolio, these are three questions that we ask ourselves that could also be beneficial to Club members. This was a nastier separation than expected, making it unclear how it could impact PayPal's growth rate. (PayPal's stock price has fallen about 50% year to date.) This created liquidity, much of which made its way into the stock market. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ These are the 3 things we listen for in a company's earnings call with investors
▼ + stars: | 2022-05-27 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Every quarter, management teams walk through their earnings reports with analysts and investors on an interactive call, typically on the same day those reports are released. They are also one of the best ways for investors to understand what drove a company's financials and where the business goes from here. In our view, the sellers decided that comment meant that the second half won't be up as much as previously thought. And management still expects an increase in subs in the second half to exceed the first half. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Top-down analysis As the name implies, top-down analysis starts by analyzing the big picture and working your way down. The industrials offers another great example of how a top-down analysis may work. Bottom-up analysis Bottom-up analysis works in the opposite direction. By combining the top-down view with the bottom-up view, the hope is to identify "great houses, in great neighborhoods." As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

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