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Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. This time around, Trump's tariff proposals on Chinese imports could help Amazon in its competition against low-price online sellers Temu and Shein. Salesforce : Not a Trump stock, but it wasn't a Kamala Harris stock either. Constellation Brands : The Mexican beer importer has been punished on fears about what Trump's tariff and immigration proposals could do to its business. 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, Jim, Donald Trump's, Trump's, Abbott, Trump, Hock Tan, Tan, We'll, it's pricier, Morgan Stanley, Wells, Kamala Harris, Agentforce, That's, Biden, Dover, Eaton's, Elon, Waymo, JD Vance, we've, Linde, that's, Eli Lilly, Robert F, Kennedy Jr, Kennedy, Lilly, Mark Zuckerberg, Zuckerberg, Goldman Sachs, shouldn't, Nextracker, Brian Niccol, Niccol, Stanley Black, Decker, TJ Maxx, Wells Fargo, Jim Cramer Organizations: Jim Cramer's Charitable Trust, CNBC, Abbott Laboratories, Abbott Labs, White, Biden, AMD, Trump, Wednesday, Broadcom, VMWare, BlackRock, Costco, Coterra Energy, Coterra, DuPont, Disney, GE Healthcare, GE Aerospace, Google, Honeywell, Elliott Investment Management, Linde, Microsoft, Big Tech, Apple, Meta, Financial Times, Nvidia, Palo Alto Networks, Yum Brands, Taco Bell, Constellation Brands, Management, TJX, Marshalls, Jim Cramer's Charitable Locations: China, India, Missouri, Wells Fargo, BlackRock, Shanghai, Dover, U.S, Palo, HomeGoods

☆ 11 surprising things from this earnings season, including my favorite stock so far
▼ + stars: | 2024-11-03 | by ( Jim Cramer | ) www.cnbc.com time to read: +17 min

Horton makes the most sense as a Kamala Harris stock because of a promised $25,000 toward a first home. I don't know if either candidate can pull off huge tariffs (Trump) or a credit (Harris). Here are eleven surprising things about this earnings season that you can store up and pull out when the election is confirmed. The deficit will begin to hurt the stock market hard next year even if the economy continues to cool. Away from the hyperscalers, I like Marvell , where CEO Matt Murphy bought $1 million worth of stock in the open market.

Persons: beckons, Joe Biden, Biden, Donald Trump, D.R, Horton, Kamala Harris, Harris, let's, Let's, Trump, haven't, Myers, Abbvie, Eli Lilly, Anat Askenazi's, Abbott, neonatologists, Reckitt, Jim Hurst, Danaher, Jason Hollar, It's, Amgen, That's, Estee Lauder, Parker, Pat Gelsinger's, He's, Matt Murphy, Jim Cramer's, Jim Cramer, Jim, David Paul Morris Organizations: U.S, NBC News, White, Ford Motor, Trump, Costco, Volkswagen, Bankers, Banco Santander, Apple, Amazon, GE Vernova, U.S ., Treasury, Merck, NEC, FDA, CDC, NIH, GE Healthcare, Cardinal Health, NPC, Nvidia, Caterpillar, Linde, Devices, heaven's, Intel, Marvell, Micron, Arista, Jim Cramer's Charitable, CNBC, Bloomberg, Getty Locations: Europe, Germany, China, Portugal, Ireland, Italy, Greece, Spain, It's, Santander, —, Bristol, U.S, Taiwan, Eaton, Dover, Norwegian, Caribbean, San Francisco

☆ Jim Cramer identifies an interesting buy level for our worst performing Big Tech stock this year
▼ + stars: | 2024-10-31 | by ( Paulina Likos | ) 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. Jim Cramer said Thursday that Microsoft shares below $400 each would be an interesting buy level. 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 . Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m.

Persons: Jim Cramer, Stocks, Thursday's, Eaton, it's, Jim, Linde, Sanjiv Lamba, Estee Lauder, Bristol Myers, Uber, Jim Cramer's Organizations: CNBC, Nasdaq, Microsoft, Apple, Nvidia, Linde, Merck, LIN Locations: SharkNinja

☆ Linde falls after its guidance fails to wow the market. We've seen this movie before
▼ + stars: | 2024-10-31 | by ( Jeff Marks | ) www.cnbc.com time to read: +8 min

To be sure, it wasn't the typical beat-and-raise quarter that Linde has become known for over the years. Linde Why we own it: The industrial gas supplier and engineering firm has a stellar track record of consistent earnings growth. It increased to $10 billion thanks to the largest gas project sale in company history. Other companies in the industrial gas space have a shakier track record at this, especially for clean hydrogen projects. Guidance For the fourth quarter, Linde expects adjusted EPS in the range of $3.86 to $3.96, implying 8% to 10% growth compared with the year-ago period.

Persons: Linde, —, Sanjiv Lamba, shouldn't, Lamba, Jim Cramer's, Jim Cramer, Jim Organizations: Linde, Revenue, LSEG, LIN, Products, CNBC, Tanks, Bloomberg, Getty Locations: Americas, Europe, Middle East, Africa, Asia, China, India, Dow Chemical's Fort Saskatchewan

☆ Linde CEO Sanjiv Lamba sits down with Jim Cramer
▼ + stars: | 2024-10-31 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Linde CEO Sanjiv Lamba sits down with Jim CramerLinde CEO Sanjiv Lamba joins 'Mad Money' host Jim Cramer to talk quarterly results, expansion opportunities, and more.

Persons: Sanjiv Lamba, Jim Cramer Linde, Jim Cramer

☆ We see two post-earnings declines as buys, while happy to see a Tuesday laggard stabilize
▼ + stars: | 2024-10-30 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Then there were selloffs in Club stocks Eli Lilly and Advanced Micro Devices after their earnings releases. 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, Lilly's, AMD's financials, Stanley Black, Decker, Estee Lauder, Jim Cramer's, Jim Organizations: CNBC, Dow, Caterpillar, Devices, Nasdaq, Microsoft, Starbucks, MGM Resorts, Linde, Merck, ConocoPhillips, Mastercard, Roblox, Myers, Jim Cramer's Charitable Locations: Bristol

☆ 14 earnings reports and major economic data will be the stock market movers this week
▼ + stars: | 2024-10-27 | by ( Zev Fima | ) www.cnbc.com time to read: +15 min

The Street is looking for Stanley Black & Decker sales of $3.8 billion in the third quarter and earnings per share (EPS) of $1.05. The Street is looking for Linde sales of $8.35 billion in the third quarter and EPS of $3.89. In addition to the headline results and forward guidance, overall organic sales growth and data center energy power demand will be focus items for investors. The Street is looking for sales of $94.47 billion in its fiscal fourth quarter and EPS of $1.55. The Street is looking for Coterra sales of $1.3 billion in the third quarter and EPS of 34 cents.

Persons: That's, It's, Stanley Black, Decker, we're, We're, Eli Lilly, Lilly, Amy Hood's, Brian Niccol, Wednesday's, Linde, it's, we'll, Phillips, Horton, Kraft Heinz, SIRI, Estee Lauder, BUD, Cardinal Health, Jim Cramer's, Jim Cramer, Jim, Stephanie Keith Organizations: Nasdaq, Dow, Fed, PCE, YouTube, Justice, AMD, GE Healthcare, Reality Labs, Microsoft, Management, Starbucks, U.S, Presidential, Linde, Apple Intelligence, Amazon, Services, Coterra Energy, WM, Cadence Design Systems, Labor, PayPal, BP, Pfizer, Royal Caribbean Cruises, JetBlue, HSBC, Devices, Grill, Electronic Arts, EA, Gross, Caterpillar, Brinker International, AFortive Corporation, Illinois Tool, Coinbase, eBay, EBAY, Booking Holdings, MGM Resorts, MGM, Bausch Health, LIN, Merck, ConocoPhillips, Mastercard, Altria, Cruise, Myers Squibb, Comcast, Mobileye, Cheniere Energy, Regeneron Pharmaceuticals, Anheuser, Busch InBev, Intel, United States Steel, Juniper Networks, Chevron, Exxon Mobil, Dominion Energy, Charter Communications, LyondellBasell Industries, Cardinal, Jim Cramer's Charitable, CNBC, New York Stock Exchange, Getty Locations: Eaton, Corning, Illinois, Bristol, New York City

☆ Tech is the star Friday, and why we'd be buyers of the dip on CrowdStrike
▼ + stars: | 2024-10-25 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. 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. Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street.

Persons: Jim Cramer, Carahsoft, George Kurtz, We'll, Stanley Black, Decker, Eli Lilly, Eaton, Brian Niccol's, It's, we'll, Jim Cramer's, Jim Organizations: CNBC, ., Nasdaq, Communication, Newmont Corporation, Nucor, Universal Health Services, HCA Healthcare, Bloomberg, Carahsoft Technology, Internal Revenue Service, IRS, Bloomberg News, Microsoft, Club, Nvidia, Devices, GE Healthcare, Nextracker, Linde, Coterra Energy, Starbucks, Federal, Boeing, Jim Cramer's Charitable Locations: U.S, China

☆ D.E. Shaw, Mantle Ridge zero in on key fixes to build shareholder value at Air Products
▼ + stars: | 2024-10-19 | by ( Kenneth Squire | ) www.cnbc.com time to read: +12 min

Air Products provides industrial gases and related equipment in end-markets such as refining, chemicals, metals, electronics, manufacturing and food. These long-term contracts functionally guarantee an unlevered double-digit return before Air Products even needs to put a dollar into the ground. Investors appreciate companies like Air Products for their low-risk and highly stable cash-flowing operations. On Oct. 4, Mantle Ridge announced a more than $1 billion position in Air Products, and echoed a similar sentiment and identified similar issues as D.E. We strongly expect that many of Air Products' other shareholders are concerned about the same issue.

Persons: It's, Shaw, unadulterated, Praxair, Seifi, Linde, D.E, Seifi Ghasemi, Ghasemi, Samir Serhan, Mantle, Paul Hilal, Scott Sutton, Olin, Russell, Ken Squire Organizations: Air Products, Chemicals, Air Liquide, Linde, Products, Air, D.E, Technologies, Fidelity National Information Services, FedEx, Verisk, Healthcare Trust, 13D Locations: Saudi Arabia, Louisiana, Texas, D.E, Air

Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Broadcom: Of course, we love the company's AI business — both its custom silicon solutions for companies such as Alphabet and its networking chips that help stitch data centers together. Stanley Black & Decker: Jim said that this stock is the "most significant beneficiary" from lower rates in the entire portfolio. 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, Jim, there's, Lisa Su, Wells, Salesforce, CrowdStrike, it's, we've, Walt Disney, —, Eaton, we're, Kamala Harris, Harris, Jim's, Linde, Eli Lilly, Lilly isn't, That's, Morgan Stanley, Goldman Sachs, D.A, Satya Nadella's, Palo, cybersecurity, Brian Niccol, We're, Stanley Black, Decker, TJX, Charlie Scharf, Wells Fargo's, Jim Cramer, Angela Weiss Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple Intelligence, Abbott Laboratories, Devices, AMD, Nvidia, Broadcom, Apple, Federal Reserve, Costco Wholesale, Costco, Coterra, DuPont, Disney, ESPN, GE Healthcare, Democratic, Biden, Honeywell, Linde, Adobe, Microsoft, Davidson, Palo Alto Networks, Constellation Brands, Modelo, Corona, TJX, Jim Cramer's Charitable, New York Stock Exchange, AFP, Getty Locations: Wells Fargo, BlackRock, Dover, Eaton, China, U.S, Chipotle, New York City

☆ A portfolio manager at a $21 billion firm warns the odds of a recession have risen to 40% from 20% as inflation and geopolitical concerns surge — and shares where he's investing
▼ + stars: | 2024-10-12 | by ( Christine Ji | ) www.businessinsider.com time to read: +5 min

Zehrid Osmani, a portfolio manager at the $21 billion investment manager Martin Currie, has actually increased his recession odds. US-China tensions are escalating over Taiwan, home to the world's largest semiconductor foundry, Taiwan Semiconductor Manufacturing Company. Osmani sees what he calls "seismic thematic shifts" in these areas. And Osmani sees potential for parts of the market driving the energy transition, such as alternative energy and electric vehicles. AdvertisementHis top picks include Nvidia (NVDA), Microsoft (MSFT), chemical company Linde plc (LIN), and industrial manufacturing company Atlas Copco (ATLKY).

Persons: Martin Currie, —, Goldman Sachs, Jan Hatzius, Zehrid, Currie, hasn't, Osmani Organizations: Service, Technology, Taiwan Semiconductor Manufacturing Company, Semiconductors, Nvidia, Microsoft, Linde, LIN, Atlas, Martin Currie Global Portfolio Trust Locations: Europe, Russia, Ukraine, Israel, China, Taiwan

☆ Wall Street analysts downgrade Honeywell. We think they're making a mistake.
▼ + stars: | 2024-10-10 | by ( Morgan Chittum | ) www.cnbc.com time to read: +3 min

Honeywell stock received a rare downgrade from JPMorgan on Thursday. "They said they wanted to reshuffle their portfolio," 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: It's, Vimal Kapur, JPMorgan's, Kapur, Jim Cramer, Jim Cramer's, DOV, Jim, Michael Nagle Organizations: Honeywell, JPMorgan, DuPont, CNBC, Eaton, Linde, JPMorgan's Honeywell, DD, LIN, Honeywell International Inc, New York Stock Exchange, Bloomberg, Getty Locations: Eaton, Dover, DuPont, Megatrends, New York

Shaw revealed on Thursday it had amassed a roughly $1 billion stake in industrial gas giant Air Products and Chemicals, the second activist stake at the $71 billion company. Shaw, is seeking a clear succession plan for Air Product's CEO, 80-year-old Seifi Ghasemi. Shaw also took aim at how Air Products has structured some of its largest deals. Shaw said in its presentation to Air Products' board that the company has begun significant hydrogen projects costing many billions of dollars, without any guaranteed cash flow. Air Products declined to comment on either activist engagement.

Persons: Shaw, Paul Hilal's, Mantle, Ghasemi, Scott Sutton, Olin, D.E, Hilal's, Linde Organizations: Air Products, Chemicals, Air Product's, D.E, Products

☆ Bank of America joins growing chorus on Wall Street loving this sector to play China's stimulus
▼ + stars: | 2024-10-01 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +1 min

A major Wall Street strategist is jumping aboard the story that materials stocks could be at the start of a big rally. That theory played out during last week's rally for Chinese stocks. The Materials Select Sector SPDR Fund (XLB) rose 3% last week, though it was down a bit on Monday and Tuesday. XLB 1M mountain This materials fund is up since the Chinese stock rally began. Bank of America isn't the only Wall Street shop that's bullish on materials given the change in China.

Persons: Savita Subramanian, Sherwin, Subramanian, Roth MKM's JC O'Hara Organizations: Bank of America, Linde Locations: China, Freeport, McMoRan

☆ These 3 ugly duckling stocks will become beautiful swans as the Fed cuts rates
▼ + stars: | 2024-09-29 | by ( Jim Cramer | ) www.cnbc.com time to read: +14 min

Some of it had to do with the old joke being that Best Buy was nothing but an Amazon showroom. CEO Corie Barry is a no-nonsense heavyweight who mastered the supply chain for Best Buy during the pandemic. As the JPMorgan recent upgrade on Best Buy said, most investors don't realize how awful this period has been for Best Buy. It doesn't hurt, of course that Best Buy has a substantial dividend — 3.68%, down from 4% and 5% when we were buying it. We have watched Eaton and Dover go higher and that was without the rate cycle, just with the data center.

Persons: Stanley Black, Decker, —, couldn't, Corie Barry, Barry, don't, It's, Stanley, Trump, Helene, Hock Tan, Marc Benioff, Mike Sievert, Blackwell, Jim Cramer's, Jim Cramer, Jim, Melissa Repko Organizations: Empire, Circuit, Intel, HP Inc, HP, JPMorgan, Williams, Dick's Sporting Goods, Abercrombie, Fitch, Depot, Procter, Gamble, Linde, Honeywell, Quantum Computing, Tech, Broadcom, VMWare, Elon, Mobile, Nvidia, Jim Cramer's Charitable, CNBC, Microsoft Locations: Sonoma, Covid, China, Lowe's, Eaton, Dover, San Francisco, Secaucus, N.J

☆ Korea's Value-Up program will be a 'slow grind' and needs support from domestic investors: HSBC
▼ + stars: | 2024-09-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKorea's Value-Up program will be a 'slow grind' and needs support from domestic investors: HSBCHerald van der Linde of HSBC says that the Korea Value-Up program and index are positive developments for investors, but while increasing dividend payments and share buybacks is easy, it will take a long time for companies' capital allocation efficiency to improve.

Persons: der Organizations: HSBC Herald, der Linde, HSBC Locations: Korea

☆ We ranked the latest earnings reports from 30 portfolio stocks from great to ugly
▼ + stars: | 2024-09-14 | by ( Zev Fima | ) www.cnbc.com time to read: +14 min

The company may have maintained its full-year revenue outlook, but that was taken as good enough after last quarter's debacle. Management also provided a better-than-expected sales, earnings, and recurring revenue outlook. The Good Abbott Laboratories : Sales, earnings and organic growth all exceeded analyst estimates. Broadcom : Sales and earnings outpaced expectations , driven by strong sales of its AI products and VMware software. Alphabet : Delivered largely better-than expected earnings results that showed the search and cloud giant is finally on better footing in the fast-growing AI space.

Persons: we've, Lisa Su, —, Eli Lilly, Zepbound, Stanley Black, Stanley, Morgan Stanley, Procter, Jim Cramer's, Jim Cramer, Jim, Steve Marcus Organizations: Costco, DuPont, Club, Management, Nvidia, Palo Alto Networks, Good Abbott Laboratories, Broadcom, VMware, Wealth Management, Investment Management, Microsoft, Constellation Brands, TJX, Amazon Web Services, Coterra Energy, GE Healthcare, Honeywell, Gamble, Jim Cramer's Charitable, CNBC, AMD Locations: China, Covid, Dover, Eaton, Palo, North America, GEHC, Wells Fargo, Las Vegas , Nevada, U.S

☆ Cramer: I wouldn't boot any of our 12 core stocks. If anything, I'd add one more
▼ + stars: | 2024-09-13 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +4 min

The 12 core Investing Club portfolio stocks that we identified at our Annual Meeting in February are the 12 we still stand by. Wells Fargo Why we own it We bought Wells Fargo as a turnaround story under CEO Charlie Scharf. Why we own it GE Healthcare is the global leader in medical imaging, diagnostics, and digital solutions in health care. Fed interest rate cuts can also help hospitals finance the MRI and CT scan machines that GE Healthcare is known for. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, Eli Lilly, Jim, Wells, Charlie Scharf, He's, Scharf, Wells Fargo, Lilly, Jim Cramer's Organizations: Apple, Costco, GE Healthcare, Linde, Microsoft, Nvidia, TJX Companies, Bank of America, Citigroup, GE, General Electric, Philips, Siemens, Jim Cramer's Charitable, CNBC Locations: Danaher, Eaton, Wells Fargo

Here's a rapid-fire update on all 32 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. AMD shares have caught a bid in recent days, but they're still cheap considering the growth of its AI processors. Broadcom : Investors who don't own any Broadcom yet should consider starting a position here, Jim said. Although it's tempting to offload shares, Jim said to stick with Honeywell for now because there's huge value in individual businesses like aerospace. There's little negative to say about this portfolio stock.

Persons: Jim Cramer's, Jim, Apple, haven't, it's, that's, he'll, Bob Iger, Bob Chapek, Larry Ellison, Biogen, Eli Lilly, Lowe's, Vimal Kapur, We'd, Linde, Lilly, Morgan Stanley, Goldman Sachs, It's, Jensen Huang, Kamala Harris, Republican Donald Trump, CrowdStrike, Palo, — we're, we're, Brian Niccol, Sands, Stanley Black, Decker, Wells, Charlie Scharf's, Jim Cramer, Angela Weiss Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Abbott Laboratories, Abbott Labs, AMD, Amazon, Web, Broadcom, VMWare, Federal Reserve, Costco Wholesale, Coterra, DuPont, New York Times, Oracle, GE Healthcare, GE, Honeywell, Linde, Microsoft, Nvidia, Republican, Palo Alto Networks, Palo, Procter & Gamble, Procter, Gamble, Constellation Brands, Modelo, Stanley, TJX, Marshalls, Jim Cramer's Charitable, Traders, New York Stock Exchange, AFP, Getty Locations: Nvidia's, San Francisco, China, Dover, United States, industrials, OpenAI, Palo Alto, Wells Fargo

☆ Linde extends its streak of earnings beats, flexes ability to handle any economy
▼ + stars: | 2024-08-02 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +9 min

Linde Why we own it: The industrial gas supplier and engineering firm has a stellar track record of consistent earnings growth. We're not the only investors who have come to covet the company's ability to deliver steady earnings growth regardless of the economic conditions. But if there is a worsening of economic conditions, Lamba said Linde will take action quickly to protect profits. "That was just a very solid quarter," Jim Cramer said Friday. Guidance For the third quarter, Linde expects adjusted EPS in the range of $3.82 to $3.92, implying 5% to 8% growth compared with the year-ago period.

Persons: Linde, LSEG, . Linde, —, We're, South America —, Sanjiv Lamba, Lamba, Matthew White, White, Jim Cramer, Jim Cramer's, Lin, Jim, Rolf Schulten Organizations: Revenue, Products, Linde, LIN, Taiwan Semiconductor Manufacturing Company, Linde's, CNBC, Bloomberg, Getty Locations: North America, America, South America, U.S, It's, Arizona, Americas, Europe, Middle East, Africa, Linde's Asia, China, Leuna, Germany

☆ P&G's rally signals economic worries are back — plus, we're downgrading a consumer stock
▼ + stars: | 2024-08-01 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

That's why some classic slowdown stocks in the health care and consumer staples sectors are outperforming versus cyclicals. But with Wynn earnings coming up Tuesday, we'd rather be cautious and downgrade our rating. 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, Wells, Stanley Black, Wynn, we've, — Wynn, we'd, We'll, Coterra, FactSet, Jim Cramer's, Jim Organizations: CNBC, Treasury, Federal Reserve, Procter, Gamble, Wynn Resorts, MGM Resorts, MGM, Revenue, Vegas, Coterra Energy, Apple, Intel, Club, Linde, Exxon Mobil, Chevron, Jim Cramer's Charitable Locations: Wells Fargo, Las Vegas, Macau, Vegas, China

☆ 14 earnings, jobs and the Fed are what we're watching in the market this week
▼ + stars: | 2024-07-27 | by ( Zev Fima | ) www.cnbc.com time to read: +12 min

As for Club earnings, we got positive results from life sciences company Danaher and industrial firm Dover. Ford was a major disappointment and its nearly 20% stock drop for the week was the worst performer in the portfolio. In the week ahead, it's going to be another big week of earnings with the four mega-cap names and 10 other Club names set to report. Linde : We're looking for more of the same — steady earnings growth; 6% is the Street estimate. End market commentary will also help us better formulate our view of the economy — and in turn the stock market.

Persons: Russell, Jerome Powell's, Ford, Stanley Black, Decker, We're, we'll, Elliott, we've, We'll, Kraft Heinz, Vita Coco, COCO, Lam, SIRI, WEN, Jim Cramer's, Jim Cramer, Jim, Michael M Organizations: Nasdaq, Dow, Communication, Honeywell, YouTube, Procter & Gamble, Devices, Microsoft, Starbucks, GE Healthcare, DuPont, Meta, Apple, Coterra Energy, Linde, Silo AI, Elliott Management, GE HealthCare, Amazon, Apple Intelligence, U.S, Labor, Fed, Networks, Procter, Gamble, PayPal, Pfizer, BP, JetBlue Airways, Merck, Solar Inc, Caesars Entertainment, Electronic Arts, EA, Nation Entertainment, Boeing, Cruise, Mastercard, Teva Pharmaceutical, Hess Corp, Arm Holdings, Qualcomm, Lam Research, Western, eBay, EBAY, MGM Resorts, MGM, ConocoPhillips, Mobileye, Canada Goose Holdings, Hershey, Toyota, Dominion Energy, Air Products & Chemicals, Southern Company, International, Coterra Energy Intel, Coinbase, Booking Holdings, LIN, Exxon Mobil, Chevron, LyondellBasell Industries, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, Santiago, Getty Locations: Dover, Eaton, Amazon, China, destocking, Corning, New York City

☆ The personal cybersecurity concierge is a new perk, and need, among the wealthy
▼ + stars: | 2024-07-26 | by ( Ellen Sheng | ) www.cnbc.com time to read: +4 min

Cybercriminals are increasingly targeting wealthy individuals, making cybersecurity concierges a new must-have for the rich and their families, including executives. While companies are spending heavily on cybersecurity, personal and home devices are generally less protected, making them easier to crack. And despite their sizeable assets and growing threat of cyberattacks, family offices and wealthy families don't think of themselves as targets because hackings are rarely publicized. JPMorgan Private Bank offers cybersecurity help to its ultra-high net worth clients, along with lifestyle and travel services. "I think one of the misconceptions is that — particularly for family offices — 'we're small and nobody notices us.'

Persons: Bill Roth, Jeff Bezos, Saudi Crown Prince Mohammed bin Salman, Lauren Sanchez, Bill Gates, Elon Musk, It's, Bobby Stover, Ernst & Young, They're, Anwar Visram, HardTarget, Ileana Van Der Linde, I've, Visram Organizations: Saudi Crown, Ernst &, JPMorgan, JPMorgan Private Bank, Asset, Wealth Management, CNBC Locations: WhatsApp, Tinder

☆ We're making lots of trades: 2 sales and 1 buy — plus, we're recommending 1 other buy
▼ + stars: | 2024-07-25 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

We're making a couple of small sales and a buy Thursday — trimming two positions currently benefiting from the broadening out trade and buying another on recent weakness. SWK YTD mountain Stanley Black & Decker YTD With earnings approaching and both stocks higher since their last reports, we're trimming these stocks just in case trends have not improved. On Stanley Black & Decker, we will realize a small loss of about 4% on stock purchased in the summer of 2023. 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, Stanley Black, Decker, Linde, Eaton, there's, Jim Cramer, Jim Organizations: Linde, LIN, Stanley, Federal, Broadcom, CNBC Locations: Eaton, ETN, North America

Here's a rapid-fire update on all 34 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Costco : While Costco gets nearly 7% of its sales from China, Jim said it's unlikely its business would be threatened by geopolitics given the company's popularity in the country. Constellation Brands : There's no doubt that the Modelo and Corona parent is a less attractive stock under Trump compared with Biden. 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.

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