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☆ These 10 fairly priced stocks are well off recent highs. Here's where we stand on them
▼ + stars: | 2023-04-05 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

52-week high date: April 5, 2022 Percent below 52-week high: 68.4% Forward P/E: 2.1 We continue to view troubled Bausch Health as a wait-and-see situation. CTRA 1Y mountain Coterra's stock performance over the past 12 months. 52-week high date: May 31, 2022 Percent below 52-week high: 26.94% Forward P/E: 9.5 Our view on Pioneer Natural Resources (PXD) is similar to Coterra. 52-week high date: June 8, 2022 Percent below 52-week high: 24.46% Forward P/E: 10.4 Like our two other energy stocks, we want to see another pullback in Halliburton shares before we'd add to our position. 52-week high date: Jan. 27, 2023 Percent below 52-week high: 18.26% Forward P/E: 13.4 Caterpillar is a beaten-down stock worth buying.

☆ The rapid run-up in stocks prompts us to exit one position and to trim another
▼ + stars: | 2023-04-04 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

Shortly after the opening bell, we will be exiting our position in Devon Energy (DVN), selling 500 shares at roughly $53.71. Now that our trading restrictions have cleared, we are selling the rest of our Devon Energy position into its recent strength. Last month we laid out a few reasons why our plan was to part with Devon Energy but keep Pioneer Natural Resources (PXD) and Coterra Energy (CTRA). With our exit of Devon Energy, we'll realize an average loss of about 7.7% on our last remaining shares. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ What OPEC's surprise production cut means for our oil stocks
▼ + stars: | 2023-04-03 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

Crude prices and oil stocks jumped Monday after OPEC+ members announced a surprise production cut, giving investors an opportunity to pare back their energy exposure. Oil prices rose more than 6% on Monday, with U.S. crude benchmark West Texas Intermediate climbing above $80 per barrel for the first time since early March. Halliburton (HAL) shares surged more than 8% Monday, to over $34 each, as the best-performing Club energy stock. Shares of Coterra Energy (CTRA), our energy stock most focused on natural gas, rose 2.3%. In the short run, Jim Cramer said, oil prices could certainly climb a bit higher, possibly back to the $90-per-barrel level.

☆ Bernstein's market-beating stock model loves 4 Club holdings. Here's where we stand on each
▼ + stars: | 2023-03-29 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

Four Club holdings — including Meta Platforms (META) and Pioneer Natural Resources (PXD) — are among the 12 best-positioned stocks right now, investment bank Bernstein told clients Wednesday. A third characteristic shared by all 12 stock is not being a so-called "crowded trade," as measured by Bernstein's Crowding Model. Meta Platforms Bernstein's take: Meta's aggressive cost-cutting efforts are likely factored into the social media giant's stock price in full, according to the firm. Pioneer Natural Resources Bernstein's take: Pioneer has "the simplest and most reliable" operating model within the energy sector, analysts wrote. Devon Energy Bernstein's take: The firm sees Devon as the best "turnaround story" in the U.S. shale sector, noting that past performance has sometimes been "marred by shaky strategic decisions."

☆ Here's our March rapid-fire update on all 36 stocks in Jim Cramer's Investing Club portfolio
▼ + stars: | 2023-03-28 | 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. But importantly, the chipmaker has joined Apple in rarified air, becoming an "own it, don't trade it" stock for the Club. The company's business can withstand an economic slowdown and benefits from a weaker U.S. dollar because of its large international presence. 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 banking crisis is doing Fed's work and creating a window for stocks to rally
▼ + stars: | 2023-03-26 | by ( Jim Cramer | ) www.cnbc.com time to read: +19 min

Work from home has in part jacked up food prices, and the increase is about 14% above just last year. The only bank that looks like Silicon Valley Bank is First Republic Bank (FRC) because it, too, has suffered huge deposit withdrawals. Nike (NKE)said China orders were good, so did Club stock Starbucks (SBUX). As counterintuitive as it is, the banking row will give the 4.8% fed funds rate a chance to cool consumer spending. This gives stocks a window to advance until we begin earnings season with what will no doubt be a cautious banking sector.

With estimates pushing higher, we think the rally in META still has more room to run, prompting us to raise our price target. Bullpen The newest addition to our bullpen is Foot Locker (FL). Foot Locker has also been a victim of the shift to shopping on ecommerce platforms, given its large presence in malls. But if she can do for Foot Locker what she achieved at Ulta Beauty, Footlocker's shares can go much higher. An employee arranges a sneaker display at a Foot Locker Inc. store inside the South Park Mall in Strongsville, Ohio.

☆ Top 10 things to watch in the stock market Thursday: Stocks bounce, Ford EVs, Apple
▼ + stars: | 2023-03-23 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Marathon Oil (MRO) and Club holding Pioneer Natural Resources (PXD) catch upgrades at Citi. Club holding Ford (F) unveiled its new financial reporting structure ahead of Thursday's teach-in event. Club holding Apple (AAPL) increasing its commitment to sports and content? Coty (COTY) added to Piper Sandler's top ideas in beauty after analysts performed a round of checks in stores in Chicago plus recent company updates. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Goldman Sachs says buy oil-stock pullbacks, highlighting a Club name to purchase
▼ + stars: | 2023-03-23 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

Goldman Sachs said in a research note Thursday the recent energy sector pullback should be viewed as a reason to buy since that strategy has worked well since late 2020. West Texas Intermediate crude and energy stocks have been under intense pressure in recent weeks on the back of heightened recession fears. Based on that criteria, Goldman has Pioneer Natural Resources (PXD) on its "Americas Conviction List" with a buy rating. Recognizing the ups-and-downs of owning energy stocks, we still believe they should be part of any diversified portfolio. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Top 10 things the Club is watching in the stock market Friday: First Republic, semis, energy
▼ + stars: | 2023-03-17 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

JPMorgan keeps FRC as a top pick but lowers price target to $62 per share from $150. No price target at Atlantic Equities. Even after a big run, Morgan Stanley thinks it is not too late to get long Club holding Nvidia (NVDA). Disney (DIS) is a Club holding. Club holding Alphabet 's (GOOGL) Google raises pricing on YouTube TV to $73 per month from $65.

☆ Oil plunge is bad for energy stocks but actually good for other areas of our portfolio
▼ + stars: | 2023-03-15 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

The extent of the decline in West Texas Intermediate crude — down 5.5% to under $67 per barrel — seems overdone in an energy market that remains structurally undersupplied. Bad for energy stocks For now, we're holding onto our three oil exploration and production (E & P) stocks — Coterra Energy (CTRA), Devon Energy (DVN) and Pioneer Natural Resources (PXD) — because their breakeven levels are around $40 per barrel. The big question is whether the federal government will make good on its signals to replenish the nation's Strategic Petroleum Reserve (SPR) at WTI prices below $70 per barrel. In turn, higher energy costs eat into discretionary spending budgets. Now, with energy costs coming down, we would expect these input costs to subside a bit.

☆ Play ultimate defense with these stocks that rise when volatility goes wild on Wall Street
▼ + stars: | 2023-03-13 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

The Cboe Volatility index (VIX) , Wall Street's preferred fear gauge, reached a level not seen since late 2022 and neared territory considered highly risky . To find volatility winners, CNBC Pro screened for stocks that tend to rise when the volatility index gains. This is not normal as most stocks fall when fear is high on Wall Street and the VIX pops. These stocks had a median advance of at least 1% during those months when volatility surged. Its shares have fallen 12% so far in 2023 amidst a 20.3% decline during the past 12 months.

☆ Here’s our fourth-quarter earnings report card for all the stocks in our portfolio
▼ + stars: | 2023-03-10 | by ( Zev Fima | ) www.cnbc.com time to read: +20 min

Fourth-quarter earnings season is in the rearview mirror and most Club stocks reported results ahead of, or in line with, analysts' forecasts. Moreover, excluding foreign exchange fluctuations, this marked the ninth quarter in a row of 20% or better annual earnings growth. Nvidia (NVDA) reported a very strong quarter and better-than-expected guidance for the current quarter . Eli Lilly 's (LLY) fourth-quarter results came up a bit short on revenue but delivered a strong bottom line. Despite missing on top-line expectations, Wells Fargo 's (WFC) earnings came in better-than-expected, as the bank realized the benefits of higher interest rates .

☆ Jim Cramer's top 10 things to watch in the stock market Wednesday: Powell Day 2, strong jobs
▼ + stars: | 2023-03-08 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Barclays raises price target on Zillow (Z) to $30 per share from $24 but keeps underweight (sell) rating. Industrial gas and engineering giant Linde (LIN) gets another price target boost: UBS goes to $410 per share from $375. 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.

☆ These 5 dividend-paying Club stocks are expected to grow earnings double-digits this year
▼ + stars: | 2023-03-08 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

Wells Fargo (WFC) and Halliburton (HAL) headline a group of five dividend-paying Club stocks that are expected to post robust earnings growth this year. We wanted to see which holdings are projected to boost per-share earnings this year well above the roughly 2% earnings growth estimated for the overall S & P 500 . Investors should also pay attention to valuation, so we excluded stocks trading above the S & P 500's multiple of 18 times forward earnings. Wells Fargo Estimated 2023 EPS growth: 50.7% Dividend yield: 2.7% Forward P/E: 9.4 WFC 1Y mountain Wells Fargo's stock price over the past 12 months. The average price target from analysts who cover Morgan Stanley is about 6% above the stock's closing price of $96.06 on Tuesday.

☆ Growth stock vs. value stock? It's all in the eye of the beholder
▼ + stars: | 2023-03-06 | by ( Bob Pisani | ) www.cnbc.com time to read: +9 min

Most investors would say it's a growth stock, because it has the traditional characteristics of a growth stock: earnings are growing. But Microsoft is now being classified as partly a growth stock by Standard & Poors, and partly a value stock. S&P growth and value criteria: It's not that simpleThe S&P rebalances its growth and value indexes every year at the end of December. Growth ETFs in 2023 (year to date)Vanguard Growth (VUG) up 11.30%iShares S&P Growth ETF (IVW) up 5.6%iShares Russell 1000 Growth (IVW) up 9.2%However, these are unusually large discrepancies, Ullal said. But 30 years ago, issues like what is a value stock and what is a growth stock were largely determined by specialized stock pickers who set up mutual funds and hedge funds to attract investors.

☆ These elite dividend payers have yields that can compete with bonds
▼ + stars: | 2023-03-06 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

Bonds have become more attractive as Treasury yields approach their highest levels in a decade — but certain top dividend-paying stocks also provide competitive payoffs to investors. Take a look at some of the stocks that can compete with bond yields, and where analysts expect them going forward. Eggs producer and distributor Cal-Maine Foods has the highest dividend yield of 9.5% on the list. Kraft Heinz offers investors a dividend yield of 4.1%, and the company has a debt-to-equity ratio of 42.7%. Several energy names also made it on the elite dividends list, such as CONSOL Energy , Coterra Energy , Kinder Morgan and Devon Energy.

Club holdings Caterpillar (CAT), Emerson Electric (EMR) and Pioneer Natural Resources (PXD) are in the news Monday. Emerson's decline is overblown EMR YTD mountain Emerson Electric (EMR) YTD performance The news: UBS upgraded its rating on American industrials giant Emerson Electric back to a buy but lowered its price target by $3-per-share to $97. We also agree that EMR stock has an attractive valuation. So, we were never contemplating any deal with Range Resources," Sheffield said. The Club continues to ponder whether to continue owning three different exploration and production companies: Pioneer, Coterra Energy (CTRA) and Devon Energy (DVN).

Here's an update on our energy, industrials and materials names in Jim Cramer's Charitable Trust, the portfolio we use at the CNBC Investing Club. In 2022, by contrast, the priority was its variable dividend, which changed quarter by quarter depending on its financial results. The industrial company is one of our more recently added holdings. He also mentioned that Halliburton's top boss, Jeff Miller, has expressed notable conviction that the company's stock price is too cheap. The alternative would be consolidating our holdings to two oil-and-gas producers, along with Halliburton as our third energy stock.

☆ Jim Cramer's top 10 things to watch in the stock market Tuesday: February to forget, 100 days of Iger
▼ + stars: | 2023-02-28 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Sign up for my Top 10 Morning Thoughts on the market email newsletter for free 2. RBC Capital calls General Electric (GE) a buy ahead of next week's analyst day; ahead of separation of energy and power businesses into GE Vernova. 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.

☆ The Buffett test: This one chart shows how much every Club holding spends on stock buybacks
▼ + stars: | 2023-02-28 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +7 min

When Warren Buffett speaks, Wall Street listens — and the "Oracle of Omaha" issued a full-throated defense of stock buybacks in his latest annual letter to Berkshire Hathaway shareholders. After spending more than $1.2 billion on stock buybacks in 2022, Coterra's board approved a $2 billion buyback authorization last week. Costco: In January, the wholesale retailer's board reauthorized a $4 billion stock repurchase program , which is set to expire in four years. It's part of a $10 billion buyback authorization issued by Salesforce's board last August. As the chart makes clear, the vast majority of Club holdings engage in some level of stock repurchases, which is good news for shareholders.

☆ Jim Cramer's Investing Club meeting Tuesday: Oil, Meta, Linde
▼ + stars: | 2023-02-28 | 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. Stick with Meta Platforms Shares of Club holding Meta Platforms (META) were up more than 3% in midmorning trading after CEO Mark Zuckerberg announced Monday that the tech giant is forming a new team to work on incorporating generative AI into its products. 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.

☆ This week’s best performers include Nvidia and this tax stock
▼ + stars: | 2023-02-24 | by ( Fred Imbert | ) www.cnbc.com time to read: +2 min

Nvidia and software stock Ansys were the best performers this week, rising more than 7% each. Analysts see the stock trading in a tight range going forward, however, with the average price target for Nvidia implying upside of just 5%, FactSet data shows. Analysts expected earnings of $2.82 per share on revenue of $647 million, according to StreetAccount. The company's first-quarter earnings per share forecast of $1.53 to $1.71 after adjustments also topped a consensus estimate of $1.41 per share. Earlier this week, Wells Fargo analyst Michael Turrin said the stock could gain roughly 20% going forward.

☆ Stocks try to rebound from early morning swoon — listen to the 'Homestretch'
▼ + stars: | 2023-02-23 | 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 EmailStocks try to rebound from early morning swoon — listen to the 'Homestretch'Director of Portfolio Analysis Jeff Marks highlights Thursday's best-performing sectors, while also explaining some of the weakness in consumer-related stocks. He also discusses Club holdings that recently reported earnings, including Nvidia, Bausch Health and Coterra.

☆ Jim Cramer's Investing Club meeting Thursday: Nvidia, energy stocks and Bausch
▼ + stars: | 2023-02-23 | 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. Bullish on Nvidia Stocks turned lower Thursday despite encouraging quarterly results from Club holding Nvidia (NVDA). 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.

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