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We're selling 100 shares of Morgan Stanley at roughly $100.56 each. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 1,150 shares of MS, decreasing its weighting in the portfolio to 3.62% from 3.93%. Trying to anticipate what the Oscillator will do next is difficult, but we can only imagine the market will be even more overbought after Wednesday's gains. We'll realize a gain of 12% on Wednesday's Morgan Stanley trim on stock purchased in July 2021. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Morgan Stanley, Jim Cramer's, Jim, Overbought doesn't, Wednesday's Morgan Stanley, Jim Cramer Organizations: Games Global, CNBC

Following Thursday's trade, Jim Cramer's Charitable Trust will own 600 shares of BBY, increasing its weighting in the portfolio to 1.46% from 0.98%. BBY YTD mountain Best Buy YTD During our Monthly Meeting last week, we laid out the case as to why we think 2024 is the year that this consumer electronics retailer can finally move past its post-Covid hangover. 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's, Jim Cramer, Jim Organizations: BBY, CNBC

We're buying 30 shares of Procter & Gamble at roughly $156.41. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 520 shares of PG, increasing its weighting to 2.52% from 2.38%. PG 1Y mountain Procter & Gamble YTD You may wonder why a household staple like P & G is getting caught up in this mix. Despite the beauty softness last quarter, Procter shares surged after earnings on the improving volume trends and ongoing improvement to profit margins. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Ulta, Estee Lauder, Coty, Gamble, Procter, Lauder, Fabrizio Freda, Jim Cramer, Jim Organizations: Procter, Gamble, Procter & Gamble, JPMorgan, Kohl's, SK, Asia Travel, Citi, Bank of America, CNBC Locations: Sephora, China, We're, Asia

Following Thursday's trade, Jim Cramer's Charitable Trust will own 2,930 shares of BHC, decreasing its weighting in the portfolio to 0.82% from 1.1%. We're trimming roughly one-quarter of our Bausch Health position to manage our downside risk ahead of a key event. As the likelihood of monetizing its BLCO stake increases, BHC shares are expected to trade appreciably higher. BHC 1Y mountain Bausch Health Companies 1 year What we have on our hands is a binary situation and the outcome could go either way. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Xifaxan, Bausch, Jefferies, BHC, Johnson, haven't, we've, It's, Jim Cramer, Jim Organizations: Bausch Health, Jefferies, Health, CNBC

Following Tuesday's trade, Jim Cramer's Charitable Trust will own 600 shares of WYNN, increasing its weighting in the portfolio to 1.85% from 1.5%. We're buying the dip in Wynn Resorts, which was trading lower by roughly 4% on Tuesday. Given the positive update about travel to Macao, a special administrative region of China, you would think Wynn shares would be trading higher on the session. However, softness has not shown up in the Macao travel and gross gaming revenue numbers. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Wynn, WYNN, Wynn's, Jim Cramer, Jim Organizations: Wynn Resorts, WYNN, Macao Government Tourism Office, Super, Bowl, CNBC Locations: Macao, China, Vegas

Shortly after the opening bell, we'll be buying 125 shares of Wynn Resorts at roughly $102.85 each. Following Thursday's trade, Jim Cramer's Charitable Trust will own 500 shares of WYNN, increasing its weighting to 1.55% from 1.17%. Wynn shares traded in the $120s before Covid, and we continue to think the stock can get back to those levels as the recovery in Macao continues. 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: Jim Cramer's, WYNN, Stifel, Wynn, Jim Cramer, Jim Organizations: Wynn Resorts, WYNN, Vegas, Wynn, United, United Arab Emirates, CNBC Locations: Macao, buybacks, Vegas, United Arab, UAE, Covid

We're selling 95 shares of GE Healthcare at roughly $74. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 1,150 shares of GEHC, reducing its weighting to 2.75% from 2.97%. If hospitals have more of a wherewithal to invest in medical equipment, some of that will go to GE Healthcare. Philips orders have been down for six quarters in a row, but GE Healthcare hasn't seen that weakness yet. With Wednesday's sale, we'll realize a small loss of about 7% on GEHC stock purchased last May.

Persons: Jim Cramer's, GEHC, We've, Jim Cramer, Jim Organizations: GE Healthcare, JPMorgan Healthcare, Philips, GE, JPMorgan, GE Healthcare hasn't, CNBC Locations: China, GEHC

We're selling 25 shares of Caterpillar (CAT) at roughly $293. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 290 shares of CAT, decreasing its weighting 2.82% from 3.05%. We're trimming some Caterpillar shares with the stock trading at a new all-time high. The stock made a strong move over the summer as those fears proved overblown and the company posted blowout earnings . However, raising a little extra cash when the market is this overbought is a discipline we are unwilling to break.

Persons: Jim Cramer's, we've, It's, Jim Cramer, Jim Organizations: Caterpillar, CAT, Bears, Federal, CNBC

We're adding to our Eaton position after learning about data center news that makes us even more bullish about this power management company. Late Thursday, Blackstone and Digital Realty announced a huge joint venture to develop $7 billion worth of data centers across Europe and North America. News like this is fantastic for Eaton, whose largest end market by sales is Data Centers & Distributed IT, representing about 15% of sales. In the press release announcing the deal, Gray said, "Data centers are experiencing once-in-a-generation demand growth, driven by cloud adoption and the AI revolution." AI data centers require both higher power and higher power density relative to traditional data centers, resulting in three times the electric content.

Persons: Jim Cramer's, Eaton, Jon Gray, Blackstone, Gray, Jim Cramer, Jim, Brendan Mcdermid Organizations: ETN, Blackstone, Digital Realty, Centers, Data Center, Data, CNBC, New York Stock Exchange Locations: Eaton, Europe, North America, New York City, U.S

Following Monday's trade, Jim Cramer's Charitable Trust will no longer own a position in Emerson Electric. Even with the market overbought all last week, the S & P 500 squeezed out a gain of nearly 1% — its fifth straight weekly advance. For reference, any reading of 4% or more means the market is technically overbought (a reading of less than minus 4% means oversold). To help figure out the market's pulse, we like to refer to the Oscillator as our guidepost for buying or selling stocks. Whenever the market is overbought to this degree, our discipline is to look at areas to raise extra cash.

Persons: We're, Jim Cramer's, Eaton YTD, Eaton, Jim Cramer, Jim, Emerson Electric's, Timothy Aeppel Organizations: Emerson, CNBC Locations: Emerson, We'll, Marshalltown , Iowa

Following Tuesday's trade, Jim Cramer's Charitable Trust will own 525 shares of EMR, decreasing its weighting in the portfolio to 1.61% form 1.84%. 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's, Tuesday's outsized, Emerson, we'll, Jim Cramer, Jim, Emerson Electric's, Timothy Aeppel Organizations: Emerson Electric, Treasury, Federal, National, CNBC, Emerson Locations: Marshalltown , Iowa

Following Monday's trade, Jim Cramer's Charitable Trust will own 870 shares of DD, increasing its weighting to 2.15% from 1.78%. To be fair, the stock deserved to be dinged because it was a mixed quarter from the chemical and material manufacturer. While Q3 beat estimates on EBITDA (earnings before interest, taxes, depreciation, and amortization), the company lowered its full-year outlook below Street expectations, mostly to reflect some ongoing softness in consumer electronics demand and slower water demand in China. 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: Jim Cramer's, DuPont, underwhelmed, Ed Breen, Jim Cramer, Jim, Edward Breen, Brendan McDermid Organizations: DuPont, DD, Qualcomm, Devices, Protection, CNBC, New York Stock Exchange Locations: China

We're selling 250 shares of Foot Locker (FL) at roughly $23 each. Following Friday's trade, Jim Cramer's Charitable Trust will own 750 shares of FL, decreasing its weighting to 0.62% from 0.82%. Ever since that nightmare quarter, Foot Locker shares have been grinding ever higher. To protect against the risk of yet another shortfall and giving back this rally, we're trimming our Foot Locker position and taking a loss of about 40% on stock we purchased in March. Foot Locker, athletic shoe store with shopper.

Persons: Locker, Jim Cramer's, payrolls, It's, Mary Dillion, Friday's, it's, We'll, Jim Cramer, Jim, Jeff Greenberg Organizations: Federal Reserve, CNBC, Universal, Getty

We're exiting our position in Veralto (VLTO), selling 173 shares at roughly $69 each. Following Thursday's trade, Jim Cramer's Charitable Trust will no longer own a position in VLTO. Veralto , the water and packaging quality company, has some interesting long-term prospects as a standalone company that may be worth revisiting down the road. However, Veralto is currently experiencing headwinds due to weakness in China for water quality and lower demand for consumer packaged goods. More specifically, Veralto's water quality sales in China in the third quarter fell in the high teens on a percentage basis.

Persons: We're, Jim Cramer's, we've, Veralto, Jim Cramer, Jim, Carlo Allegri Organizations: Federal Reserve, GE Healthcare, Oracle, DuPont, CNBC, New York Stock Locations: Veralto, VLTO, Danaher, China, DuPont, Manhattan, New York City , New York, U.S

Shortly after the opening bell Wednesday, we will be buying 75 shares of GE HealthCare Technologies (GEHC), at roughly $66.17 apiece. Following the trade, Jim Cramer's Charitable Trust will own 1,245 shares of GEHC, increasing its weighting in the portfolio to 3.06% from 2.88%. GE HealthCare Technologies is a prime example. The medical equipment maker on Tuesday reported strong third-quarter results , beating expectations on revenue and earnings with solid margin expansion. 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, Jim Cramer, Jim Organizations: GE HealthCare Technologies, GEHC, GE, CNBC Locations: China

We are buying 50 shares of Oracle (ORCL), at roughly $105.18 apiece. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 775 shares of ORCL, increasing its weighting in the portfolio to 3% from 2.82%. Looking ahead, investors are waiting on the cloud industry to hit an inflection point and return to accelerating growth. Notably, Oracle stock is still trading a few dollars lower than the level it reached ahead of the company's AI Executive Forum event on Oct.19. 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, Jim Cramer, Jim, Erik Isakson Organizations: Oracle, ORCL, Software, Microsoft, Amazon, Google, Nvidia, Devices, CNBC, DigitalVision, Getty

We're buying 200 shares of Coterra Energy (CTRA) at roughly $28 each. Following Thursday's trade, Jim Cramer's Charitable Trust will own 1950 shares of CTRA, increasing its weighting to about 2% from 1.83%. CTRA 1M mountain Coterra Energy 1-month Coterra Energy is an exploration and production company that is roughly split evenly between oil and natural gas . More importantly, the reason to own Meta stock has not changed as it has effectively leveraged AI to increase engagement on its platforms as well as monetization. An oil pumpjack pulls oil from the Permian Basin oil field in Odessa, Texas, on March 14, 2022.

Persons: Jim Cramer's, We've, Exxon Mobi, we've, BOE, Hess, Coterra, Mark Zuckerberg's, Jim Cramer, Jim, Joe Raedle Organizations: Coterra Energy, CTRA, Natural Resources, Exxon, Coterra, Chevron, Reality Labs, Meta, CNBC, Getty Locations: Odessa , Texas

Following Wedneday's trade, Jim Cramer's Charitable Trust will own 350 shares of STZ, increasing its weighting in the portfolio to 3% from 2.83%. The market has officially entered oversold territory, according to the S & P 500 Short Range Oscillator . While the market can feel treacherous at times, we've already seen a decent bounce off of session lows, a move we owe to the fact that the market is oversold. The potential for these positive intraday swings is why we generally approach oversold markets with an opportunistic lens, looking for stocks to buy small, instead of running away from the market. HON YTD mountain Honeywell YTD Along the same lines, when Honeywell announced its business segment realignment two weeks ago, the company said it anticipates strong third-quarter results with upside to earnings per share.

Persons: Jim Cramer's, we've, hasn't, Jim Cramer, Jim, Mario Tama Organizations: Constellation Brands, STZ, Constellation, Modelo Especial, Honeywell, Electric, GE, CNBC, Getty Locations: Los Angeles

We're buying 30 shares of Danaher (DHR) at roughly $199 each. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 550 shares of DHR, increasing its weighting in the portfolio to 4.08% from 3.87%. Danaher reported a better-than-expected third-quarter Tuesday morning, but the stock is under pressure in early trading due to uncertainty around the recovery in its bioprocessing business. We kept the shares of Veralto that we received as owners of DHR stock. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Danaher, Bioprocessing, Sartorious, Sartorius, Jim Cramer, Jim Organizations: DHR, Sciences, Stocks, Management, CNBC, Traders, New York Stock Exchange, NYSE Locations: Danaher

We're buying 75 shares of Oracle (ORCL) at roughly $103 each. Following Monday's trade, we will own 725 shares of ORCL, increasing its weighting in the portfolio to 2.72% from 2.45%. Oracle shares were up about 1% on Monday after falling 6% on Friday in reaction to the company's AI Executive Forum event. ORCL YTD mountain Oracle YTD Still, the company noted strong demand for its AI services. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Larry Ellison, Safra Catz, Catz, Jim Cramer's, Jim Cramer, Jim, Angela Weiss Organizations: Oracle, ORCL, CNBC, Traders, New York Stock Exchange, AFP, Getty Locations: Oracle's, New York

We are buying 75 shares of Morgan Stanley (MS), at roughly $73.79 apiece. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 1,475 shares of MS, increasing its weighting in the portfolio to 3.87% from 3.68%. Shares of Morgan Stanley were down roughly 8% in midday trading Wednesday — hitting a new 52-week low — after the bank reported mixed third-quarter results before the opening bell. Morgan Stanley management has a target of adding $1 trillion in net new assets every three years. And with $235 billion in net new assets over three quarters, Morgan Stanley is still on track to reach its goal.

Persons: Morgan Stanley, Jim Cramer's, Morgan Stanley's, –, they've, James Gorman, Jim Cramer, Jim Organizations: Federal Reserve, CNBC, Getty

We bought into this malaise — picking up 15 Humana shares . It's taken some patience, but Humana shares finally broke through $500 in Friday afternoon trading. 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's, Humana, It's, we've, Jim Cramer, Jim, Spencer Platt Organizations: Humana, CNBC, New York Stock Exchange, Getty Locations: New York City

☆ Thursday, Oct. 5, 2023: Cramer discusses earnings from this consumer staples Club holding
▼ + stars: | 2023-10-05 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Thursday, Oct. 5, 2023: Cramer discusses earnings from this consumer staples Club holdingJim Cramer and Jeff Marks Jim break down why you should own this consumer staples Club holding after the company reported earnings Thursday. Jim explains a new analyst call on a semiconductor stock in the portfolio. Finally, Jim and Jeff talk about a retail giant after the company reported September monthly sales and what it means for the stock.

Persons: Cramer, Jim Cramer, Jeff Marks Jim, Jim, Jeff

Following Thursday's trade, Jim Cramer's Charitable Trust will own 720 shares of DD, increasing its weighting in the portfolio to 1.93% from 1.76%. 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's, hasn't, Ed Breen, Jim Cramer, Jim Organizations: DuPont de Nemours, DD, Nemours, DuPont, CNBC

We're buying 75 shares of Oracle (ORCL) at roughly $107.96 each. Following Thursday's trade, Jim Cramer's Charitable Trust will own 650 shares of ORCL, increasing its weighting to 2.54% from 2.26%. That's why we are buying more Oracle — bulking up our position size into the stock's recent weakness. Oracle stock pulled back in September after the company missed on quarterly revenue estimates and provided an outlook that failed to live up to lofty expectations. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Mary Daly, Daly, Safra Catz, Catz, Jim Cramer, Jim, Spencer Platt Organizations: Oracle, ORCL, San Francisco Fed, Treasury, CNBC, New York Stock Exchange, Getty Locations: Manhattan, New York City

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