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☆ Netflix's expected password-sharing crackdown puts college students on edge
▼ + stars: | 2023-03-08 | by ( Noah Sheidlower | ) www.cnbc.com time to read: +9 min

Sam Figiel, a sophomore at Mercer University in Georgia, said access to Netflix is required for many of his peers' classes. Yet the gradual password-sharing changes have created uncertainty for college students who might not have, or want to spend, disposable income for their own subscriptions. People in the 18-to-34 age group, which accounts for 30% of all Netflix users, are more likely to exchange passwords than older viewers. "There are a lot, lot, lot of U.S. users that are not paying for it, and so I think they're very sensitive to the backlash that they're going to get when they institute this," Nollen said. Staying or leavingEven if the cost of a subscription could rise for borrowers, some college students think Netflix is too important to give up.

☆ This week's jobs report will help determine if this nascent March rally has legs
▼ + stars: | 2023-03-05 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

Where the market heads next will once again depend on inflation data — especially this week's highly anticipated jobs report. No portfolio companies report earnings next week. However, with mortgage rates bouncing back in recent weeks, it remains to be seen if the strong monthly report will see any follow up. 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.

☆ Here’s our Annual Meeting update on the 7 health care and bank stocks in the Club portfolio
▼ + stars: | 2023-03-01 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +7 min

Here's an update on the health care and financial holdings in Jim Cramer's Charitable Trust, the portfolio we use at the CNBC Investing Club. At levels below $250 per share, Jim said Danaher is one of the most attractive stocks in the Club's portfolio. Its consumer-products unit will become a company known as Kenvue, while its faster-growing pharmaceutical and medical devices divisions will retain the J & J name. However, there is some litigation risk with J & J after a federal judge in January rejected its strategy concerning more than 38,000 talc lawsuits. Against that backdrop, we view J & J as a quality defensive name to own, especially given its annual dividend yield of around 3%.

☆ These stocks won February — but it may be time to dump 2 popular tech plays
▼ + stars: | 2023-02-28 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Despite the downturn, some stocks were able to buck the trend and post gains of more than 20%. Still, investors should be careful when looking at the biggest winners this month because some of those top stocks aren't expected to continue rallying. The company also issued expectations for first-quarter revenue that was above the consensus estimate of analysts polled by FactSet. Meta Platforms and Fortinet are the only two among the top 10 performers expected to add more share value over the next year than each did in February alone. Similarly liked by just over half of analysts, Fortinet's average price target implies the stock could gain another 19.3% over the next 12 months.

☆ We're adding to our position in this robust medical technology player
▼ + stars: | 2023-02-28 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

We are buying 15 shares of Danaher (DHR) at roughly $248.34 apiece. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 495 shares of DHR, increasing its weighting in the portfolio to about 4.76% from 4.62%. Despite the company's strong fourth-quarter earnings beat in January, shares of Danaher are down about 11% since late January. DHR 1Y mountain Danaher (DHR) one-year performance. (Jim Cramer's Charitable Trust is long DHR.

As a reminder, every year Jim Cramer's Charitable Trust distributes all dividend income and realized capital gains to qualified publicly supported charitable organizations. Our total contribution this year is $326,951, and this brings our total donation since the Club's inception to approximately $4.1 million. 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.

☆ Wall Street's most overbought stocks include General Motors and a pharma stock
▼ + stars: | 2023-02-19 | by ( Hakyung Kim | ) www.cnbc.com time to read: +4 min

There's a Wall Street momentum indicator that can help investors filter out the most overbought, and oversold, stocks. A stock is considered overbought if its 14-day RSI goes above 70. CNBC Pro screened for the 10 most overbought stocks in the S & P 500. Catalent was one of the most overbought stocks in the S & P 500. GWW YTD mountain GWW in 2023 General Motors made our list of overbought stocks as well, with a 14-day RSI of 76.25.

☆ Here's how Wall Street pros traded 13 Club stocks last quarter, including Salesforce and Disney
▼ + stars: | 2023-02-17 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +9 min

Big-name investors and hedge funds made moves in Club holdings Disney (DIS), Nvidia (NVDA) and TJX Companies (TJX) in the fourth quarter. Starboard's position stood at 3.03 million shares — valued at $401.22 million — at the end of the fourth quarter, according to the firm's 13F. Inclusive's 1.63 million shares were worth $216.77 million and ValueAct's 560,221 shares carried a market value of $74.28 million. CRM YTD mountain Salesforce (CRM) YTD performance In addition to Salesforce, a number of other Club holdings appeared in hedge funds' quarterly disclosures. Some of the activists swarming at Salesforce have positions in other Club holdings and made changes to them during the fourth quarter.

☆ Market shows resiliency in face of bad news like hot PPI — listen to the 'Homestretch'
▼ + stars: | 2023-02-16 | by ( ) www.cnbc.com time to read: +7 min

>>> HELLO, EVERYBODY. WELCOME TO THURSDAY'S EDITION OFTHE "HOMESTRETCH" AND YOU KNOW,I HAVE TO SAY THAT WE WERE DOWNEARLIER WHEN WE LAST BROKE ATTHE MORNING MEETING, AND IT'S,YOU KNOW, A LOT OF THE SAMETHEMES AS WHAT WE HAVE BEENSEEING ALL WEEK. THE CLEANEST GROWTH STORIES INALL OF PHARMA WHICH IS MAJOMAWHICH IS APPROVED FOR OBESITYTHIS SPRING, AND J&J IS A TOUGHONE AFTER BEING RESILIENT NEXTYEAR, AND ANOTHER ONE THAT ISGOING TO BE ADDEDOPPORTUNISTICALLY, AND I WILLLUMP DANAHER IN AS A HEALTH CARESTOCK, AND THIS IS ANOTHER ONEWE LIKE WITH THE UPCOMINGSEPARATION OF THE ENVIRONMENTAND APPLIED SOLUTIONS BUSINESS. WE WILL WAIT FOR THE REST OF THEDAY. I'M JEFF MARKS FOR THE"HOMESTRETCH" AND I WILL SEE YOUTOMORROW ON THE HOME MEETING.

☆ These 10 quality stocks are cheap and set to beat the market, Bernstein says
▼ + stars: | 2023-02-13 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

Investors looking for protection — and possibly even outperformance — this year will benefit from being more selective about the quality stocks they buy, according to Bernstein. The problem this year, however, is that quality stocks are trading at a 12.5% premium to their historical valuation, analyst Sarah McCarthy said in a note. With this in mind, Bernstein compiled a list of quality stocks that are trading at a "reasonable price." Tech giant Microsoft came on top of Bernstein's picks of cheap quality stocks with an upside. Danaher, Adobe, Pioneer Natural Resources, Applied Materials and Elevance Health also made Bernstein's list.

☆ Monday's rally raises the stakes ahead of inflation data release — listen to the 'Homestretch'
▼ + stars: | 2023-02-13 | by ( ) www.cnbc.com time to read: +7 min

I WOULD SAY IT DOES RAISE THESTAKES A LITTLE BIT SO TO SPEAKAHEAD OF CPI TOMORROW JUST INTERMS OF WE HAVE TO GET A GOODINFLATION NUMBER IN ORDER TOKEEP THE RALLY GOING. IF IT COMES IN A LITTLE BIT HOTOR MAYBE EVEN IF IT COMES IN ASEXPECTED, PERHAPS WE SEE SOMESELLING AND PROFIT TAKING THERE. YEAH, JUST IN TERMS OF WHAT ISWORKING TODAY, A LOT OF IT WILLBE TECH. SOME OF IT IS LED BY SOME OF OURNAMES, TOO, WHETHER IT ISMICROSOFT OR A LOT OF SEMISLEADING, NVIDIA, AMD. IT HAS LOST A LITTLE BIT OF ITSJUICE SINCE EARNINGS.

☆ The dip buyers are back on Wall Street — listen to the 'Homestretch'
▼ + stars: | 2023-02-10 | by ( ) www.cnbc.com time to read: +8 min

I TELL YOU SOMETHING, I'M SAYINGTHAT THE DIP BUYERS ARE BACK. MORE IMPORTANTLY, WHAT WE HAVEIS A CONSTRUCTIVE MARKET IN THATWE'RE ROTATING IN AND OUT OFAREAS THAT CAN SOLD AND COMEBACK. ETSY IS A PRETTY GOOD STOCK. A GOOD GROWTH STOCK TRADES LIKETHAT. THAT'S NOT HOW I LIKE COMPANIESTO DO THINGS, EVEN IF THERE WEREFACTORS OUTSIDE OF YOUR CONTROL,I'M NOT A FAN OF IT.

☆ This week's best-performing stocks include a pharma name up more than 20%
▼ + stars: | 2023-02-10 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

Wall Street is wrapping up a volatile week, but some stocks still did well despite several macro crosscurrents. Take a look at some of the biggest gainers this week, and where analysts see them going forward. Tesla was one of this week's notable gainers, continuing its post-earnings report rally. Semiconductor manufacturer and IP company Skyworks Solutions also made this week's list of biggest gainers. Several financial stocks also had a strong week, with Everest Re and Fiserv gaining 10.1% and 9.2%, respectively.

☆ Final Trades: Danaher, AbbVie, Paramount & more
▼ + stars: | 2023-02-09 | 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 EmailFinal Trades: Danaher, AbbVie, Paramount & moreThe "Halftime Report" traders give their top picks to watch for the second half.

☆ Cramer's lightning round: Parker-Hannifin is a buy
▼ + stars: | 2023-02-07 | by ( Krystal Hur | ) www.cnbc.com time to read: +1 min

I would buy it here." Waste Management Inc : "Everyone thought that quarter was not that great and was telling me to buy Republic Services . Loading chart...Illumina Inc : "If you're going to be in that business, there's only two. Loading chart...TG Therapeutics Inc : "This is [run by CEO] Mike Weiss. I think that you've got a winner, and I need to hear it from you."

☆ Stocks making the biggest moves midday: Dell, On Semiconductor, PayPal, Catalent & more
▼ + stars: | 2023-02-06 | by ( Pia Singh | ) www.cnbc.com time to read: +3 min

The PayPal logo displayed on a smartphone screen with a stock market graphic in the background. On Semiconductor — Shares gained more than 1% after the company reported earnings Monday that beat Wall Street estimates. The company posted $2.1 billion in revenue for the quarter, a 13.5% increase from $1.85 billion in revenue last year. Dell — The tech company saw its shares fall 3.7% after it announced its plans to lay off 5% of its workforce. PayPal — Shares of the payments company fell more than 3% after Raymond James downgraded the stock to market perform from outperform.

☆ Coterra, Danaher and TJX Companies are in the news. Here's our take on the headlines
▼ + stars: | 2023-02-06 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

A trio of Club stocks — Coterra Energy (CTRA), Danaher (DHR) and TJX Companies (TJX) — are in the news Monday. The multiweek slide in natural gas prices is at the heart of Raymond James' downgrade because Coterra's revenue is split roughly 50-50 between natural gas and oil. @NG.1 5Y mountain Natural Gas prices over 5 years The Club's take: The decline in natural gas prices is undoubtedly going to affect the amount of cash Coterra generates and then returns to shareholders via its fixed-plus-variable dividend strategy and buybacks. We're not heading for the exits on Coterra despite the decline in natural gas prices. A photo of a natural gas flare burning near an oil pump jack at the New Harmony Oil Field in the U.S. on June 19, 2022.

☆ Here’s our February rapid-fire update on all 34 stocks in Jim Cramer’s Investing Club portfolio
▼ + stars: | 2023-02-05 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +12 min

Here's a rapid-fire update on all 34 stocks in Jim Cramer's Charitable Trust, the holdings we manage in the CNBC Investing Club. J & J is a good stock to get into ahead of the impending split into two companies: consumer brands and pharma/medical technology. The company reported a good quarter and guidance, while fundamentals are solid ahead of the split. 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.

☆ Danaher interested in buying life sciences firm Catalent, Bloomberg reports
▼ + stars: | 2023-02-04 | by ( ) www.reuters.com time to read: 1 min

Feb 4 (Reuters) - Medical equipment maker Danaher Corp (DHR.N) has expressed interest in taking over contract drugmaker Catalent Inc (CTLT.N), Bloomberg News reported on Saturday, citing people familiar with the matter. Danaher's approach to Catalent values it at a significant premium, the report said, adding that unclear how Catalent will proceed or whether it is receptive to a takeover offer. Both Danaher and Catalent did not immediately respond to a Reuters request for comment on the report. Danaher, which currently has a market capitalization of about $197 billion, bought privately-held biotech company Aldevron in an all-cash deal for about $9.6 billion in June 2021. Reporting by Juby Babu in Bengaluru Editing by Marguerita ChoyOur Standards: The Thomson Reuters Trust Principles.

☆ Focusing on stable earnings growth helps this Olympic gold medalist beat the bear market
▼ + stars: | 2023-02-01 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

A mutual fund led by a gold-medal winning Olympic swimmer is rare enough, but Joe Hudepohl's Eaton Vance Atlanta Capital Focused Growth is also outperforming the stock market over the past five years. Maybe it's the former athlete's discipline and slavish devotion to patient training that's helping Focused Growth earn handsome long-run returns. " But despite falling 20.4% last year, the Focused Growth fund still enjoys a five-year annual trailing return of 13.97%, according to Morningstar. One of those long-time holdings is health technology company Danaher , which Focused Growth (EAALX) first bought in 2011, according to Morningstar. Morningstar rates the fund with five stars despite its 1.03% expense ratio, and says Focused Growth lands in the second percentile of more than 1,000 large growth funds for its five-year performance.

☆ Market rally since October is broadening out — listen to 'The Homestretch'
▼ + stars: | 2023-01-31 | by ( ) www.cnbc.com time to read: +8 min

WE ARE IN A BULL MARKET AND IWANT TO BUY. A LOT OF PEOPLE SAY IT IS NOTREAL, BUT PUB POWER IS NOT REAL,BUT LINDY IS REAL. >> AND YES, I WAS UPSET THAT WECOULDN'T BUY IT BECAUSE OF THEWAY THAT THE -->> THE WAY THAT RESTRICTIONSWERE. AND YOU CAN BUY IT FROM NOW TOTEND OF THE DAY, BECAUSE THIS ISTHE HOMESTRETCH, AND THEANALYSTS WILL BE COMING UP HARDABOUT IT, AND IT DOES MATTER. >> AND THIS A NEW MARKET SINCEOCTOBER, AND BROADENING, ANDWHEN YOU GET THE SELL-OFFS LIKEYESTERDAY, YOU HAVE TO LISTEN TOWHAT WE ARE THINKING OF BUYINGAND CATERPILLAR TODAY, AND PUTTHE MONEY TO WORK.

☆ Here comes the biggest week of earnings. Plus an AI ode to the Dow
▼ + stars: | 2023-01-28 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

While only six companies in the Dow Jones Industrial Average are reporting next week, about 20% of the S & P 500 reports, making it the biggest week of earnings this season. The Dow and the S & P 500 gained 2.2% and 2.9% this week, respectively, while the Nasdaq Composite rose 4.7%. 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.

☆ Microsoft's post-earnings stock moves reinforce a key Club investing rule
▼ + stars: | 2023-01-25 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +4 min

Microsoft stock climbed between 3% and 4% in afterhours trading Tuesday right after the software giant delivered a slightly better fiscal second quarter than Wall Street anticipated. Some will give directional targets for revenue in the earnings release, then provide a little more detail on the call. Another approach is to focus strictly on full-year forecasts and include any updates in each quarterly earnings release, as Procter & Gamble (PG) does. 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 .

☆ Jim Cramer's top 8 things to watch in the market Wednesday: Microsoft, 3M, Boeing earnings
▼ + stars: | 2023-01-25 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Lots of price target cuts by Wall Street analysts, but they largely keep their buy ratings. Baird keeps Danaher (DHR) at an overweight (buy) rating but cuts price target to $309 per share from $321. Barclays raises price target on SLB (SLB) to $74 per share from $62. 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 .

☆ Morning bid: Tech tonic, recession rethink
▼ + stars: | 2023-01-24 | by ( ) www.reuters.com time to read: +5 min

Pumped-up hopes for U.S. tech sector earnings in a heavy week for corporate updates generally have twinned with the latest sign Europe may have dodged a winter recession. With Microsoft in view, attention will be on the extent for cost cutting and job shedding in the tech and digital space. Music-streamer Spotify (SPOT.N) rose 2% on Monday as it joined a growing list of tech firms to announce staff cuts, shedding 6% of its workforce. Reports of Ford's F.N plan to cut 3,200 workers in Europe shows job attrition may not be confined to tech sector. Whether that's just too rosy and markets have yet to price a full-blown earnings recession is this year's big question.

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