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☆ What Cramer is watching Thursday — Tesla slides, IBM surprises, Danaher rolls on
▼ + stars: | 2022-10-20 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

IBM — A truly good quarter with excellent numbers when it comes to mainframe and hybrid cloud and artificial intelligence. Club holding Danaher (DHR) beat and raise ... no slowdown, all systems go ... company says growth was broad-based across all segments of the company. Company beat top and bottom line estimates as travel demand remains strong. 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.

☆ 2 takeaways from our daily meeting: Semiconductors, Danaher's earnings beat
▼ + stars: | 2022-10-20 | 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. Sticking with our semiconductor strategy Semiconductor stocks climbed Thursday on the back of earnings beats from International Business Machines Corp. (IBM) and Lam Research (LRCX), with the broader market also rallying. Regardless, we don't regret our decision to trim our semiconductor stocks earlier this month. 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.

☆ Danaher shares slide after knockout quarter. Here's why it's a buying opportunity
▼ + stars: | 2022-10-20 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

That trend is expected to continue and result in high-single-digit core revenue growth for the bioprocessing business for the full year. Driving the gains was 30% core revenue growth at Cepheid as the businesses respiratory testing revenue of about $875 million exceeded management's expectations of roughly $325 million. Guidance Management expects overall core revenue growth to be flat to down low-single-digits for the fourth quarter. For the full year 2022, management continues to forecast base business core revenue growth in the high-single-digit percent range. That's better than the 5.9% full-year core revenue growth expected on the Street.

☆ 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.

☆ 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.

☆ Moelis hires former Morgan Stanley bankers for healthcare dealmaking
▼ + stars: | 2022-10-18 | by ( David Carnevali | ) www.reuters.com time to read: +1 min

NEW YORK, Oct 18 (Reuters) - Moelis & Co. has hired two former Morgan Stanley bankers, Arek Kurkciyan and Dennis Crandall, as managing directors to help drive dealmaking in the life sciences and outsourced pharmaceutical services sectors for the investment bank. Both Kurkciyan and Crandall were managing directors in the healthcare investment banking unit at Morgan Stanley. Register now for FREE unlimited access to Reuters.com RegisterIn their previous roles at Morgan Stanley, both bankers worked on significant deals involving large healthcare corporations and financial sponsors. In recent months, Moelis has been attempting to shore up its healthcare M&A unit. It recently hired another senior banker Igor Sokolovsky to help with dealmaking across sectors, with a special focus on healthcare.

☆ 3 of our stocks, including J&J, report earnings this week. Here's what we'll be watching
▼ + stars: | 2022-10-17 | by ( Jim Cramer | ) www.cnbc.com time to read: +6 min

Here's how we're thinking about J & J, P & G and Danaher heading into their prints, along with Wall Street estimates provided by Refinitiv. When reporting its second quarter, back in July , J & J took down its full-year profit outlook due to currency headwinds. In late September, J & J announced that Kenvue would be the name of the standalone consumer health company. Plus, J & J is a classic defensively oriented stock. The Johnson & Johnson logo is displayed outside the company's headquarters in New Brunswick, New Jersey, Aug. 1, 2020.

☆ What Cramer is watching Monday — BofA nice beat and my informal poll says people hate the market
▼ + stars: | 2022-10-17 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

WFC price target hikes at BMO Capital and Piper Sandler. Citi lowers price target on American Airlines (AAL) to $15 per share from $16. Mizuho cuts price target on Dow Inc. (DOW) to $46 per share from $62, pricing is falling apart. RBC Capital cut price target on Datadog (DDOG) to $105 per share from $125, getting more conservative. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ These companies are reporting earnings this week, and analysts love them
▼ + stars: | 2022-10-16 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

As investors come up on a stacked week for earnings, CNBC Pro identified several companies that are beloved by Wall Street and will be reporting results. Roughly 15% of companies in the S & P 500 are expected to report earnings for the week ended Oct. 21, according to a note this month from Goldman Sachs. These names have buy ratings from more than 70% of analysts covering the stock, with upside to their average price target of at least 20%. Prologis is beloved by roughly 75% of analysts, who say the real estate investment trust can jump nearly 47% to its average price target. Prologis will report earnings Wednesday.

☆ 3 takeaways from our daily meeting: New market leaders, banks report, Club stocks next week
▼ + stars: | 2022-10-14 | 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. Healthcare and banks The Club's bank stocks JNJ, PG, DHR report next week 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.

☆ Investing Club: The week in review, the week ahead — Oct. 14, 2022
▼ + stars: | 2022-10-14 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

Club trades for the week Monday Bought 20 shares of Constellation Brands (STZ); Trust owns 390 shares of STZ. On Wednesday, the September producer price index was reported to have risen 0.4% monthly, double the expectation. On Thursday, the September consumer price index was also reported to have increased 0.4% monthly, above the expectation for a 0.3% increase. Excluding automobile sales, sales were up 0.1% slightly ahead of the expectations. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ October's wild trading could give way to a new stock rally, as earnings roll out in the week ahead
▼ + stars: | 2022-10-14 | by ( Patti Domm | In | ) www.cnbc.com time to read: +8 min

But Emanuel sees the chance for a 17% to 20% rally in the S & P 500. The S & P 500 was down about 0.9% for the week, as of Friday afternoon, and it was hovering just above 3,600. S & P 500 earnings are expected to grow by 3.6% for the third quarter, based on actual reports and estimates, according to Refinitiv. Without the boost from more than doubling profits from energy companies, S & P earnings would decline by 3.1%. Week ahead calendar Monday Earnings: Bank of America , Bank of NY Mellon, Charles Schwab 8:30 a.m.

☆ 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.

☆ UBS pinpoints the stocks with upside potential and downside risk heading into earnings
▼ + stars: | 2022-10-10 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +2 min

That doesn't mean there aren't opportunities for investors, however, and UBS has identified both stocks with upside potential and those with downside risk. "Company margins are the biggest investor concern as it relates to fundamentals with expectations for margin gains in '23 at odds with fading sales growth. Here are 5 of UBS' upside and downside picks heading into earnings season: Danaher , the medical and global science company, is the biggest name on UBS' earnings surprise list by market cap. UBS expects mattress company Tempur Sealy to show an earnings beat as "industry trends" improved after Labor Day. On the flipside, e-signature company DocuSign and the packaged foods firm Simply Good Foods are on UBS' watchlist for downside risk this earnings season.

☆ Top 5 and bottom 5 Club stocks between the S&P 500's old June low and Monday's new one
▼ + stars: | 2022-09-27 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +15 min

Walmart (WMT) and Chevron (CVX) were in the Trust on June 16, but we exited those stocks Aug. 1 and Sept. 7 , respectively. On the other hand, Starbucks (SBUX) and off-price retailer TJX Companies (TJX) entered the portfolio Aug. 22 and Aug. 24 , respectively. Top performers Leading the way was Wynn Resorts (WYNN) , gaining 22.6% between the old June low and Monday. Advanced Micro Devices (AMD) was next , falling 19.20% between the old June low and Monday's new one. Pioneer Natural Resources (PXD) saw the fifth-largest decline among portfolio stocks, declining 14.94% between the old June low and Monday.

☆ Analysts name the top 'high conviction' stocks for playing the market turbulence
▼ + stars: | 2022-09-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

CNBC Pro combed through top Wall Street research to find analysts' top "high conviction" ideas. With a Street high price target of $278, the stock is one of DA Davidson's top "high conviction" small cap ideas. DaVita The kidney and dialysis care provider was recently upgraded to a buy rating from neutral by investment firm UBS. UBS has a Street high price target of $117 per share, which implies a nearly 38% gain from the stock's current level. While a period of consolidation is possible, we have high conviction that CRWD is a unique investment vehicle as the modern security cloud, with exceptional long-term value creation potential."

☆ Market got you feeling upside down? Get your portfolio ready for when stocks explode higher
▼ + stars: | 2022-09-20 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Stock investing in the current environment has been kind of like that 1990s "Seinfeld" episode of a similar name, where seemingly familiar dynamics are off kilter. But if you're feeling like it's been exceptionally weird lately — and perhaps just plain upside-down — you're not alone. In reality, we've seen high oil, we've seen high inflation, we've seen wars in Europe and tension with 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.

☆ We're buying more shares of two companies, stepping off the sidelines in this down market
▼ + stars: | 2022-09-20 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

We're buying 25 shares of Danaher (DHR) at roughly $272.79 each. We're also buying 100 shares of TJX Companies (TJX) at roughly $63.04 each. Following Tuesday's trade, the Trust will down 950 shares of TJX, increasing its weighting in the portfolio to 2.13% from 1.91%. We're adding to our position in Danaher and buying back 25 shares we previously sold at higher levels. Danaher shares have fallen about 3.5%, or $10, since the company made these two announcements last Wednesday after the closing bell, compared to a roughly 2.9% decline in the S & P 500 .

☆ 3 takeaways from Monday’s meeting: Market needs a break to rise, some possible buys
▼ + stars: | 2022-09-19 | 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 market needs a break to bottom Why Jim's investing in the two-year Treasury Quick mentions: JNJ, LLY, AMZN, QCOM , DHR 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.

☆ 3 takeaways from Friday's meeting, including how defensive plays are wins in this two-sided market
▼ + stars: | 2022-09-16 | by ( Krystal Hur | ) www.cnbc.com time to read: +4 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. There is a bifurcation in the market Quick hit: AMZN, PG, DHR, AAPL Club events to watch for next week 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.

☆ Investing Club: The week in review, the week ahead — Sept. 16, 2022
▼ + stars: | 2022-09-16 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

As we saw from Starbucks (SBUX), Humana (HUM) and Danaher (DHR) this week, companies are still investing in the future despite the difficult macroeconomic environment. Conferences will continue next week and within the portfolio we look forward to hearing from Nvidia (NVDA), Salesforce (CRM) and Qualcomm (QCOM). On Thursday, initial jobless claims for the week ending Sept. 10 came in at 213,000, a decrease of 5,000 from the prior week and below expectations of 227,000. 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 .

☆ 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.

☆ What Cramer is watching Thursday — rail strike avoided, deluge of Club stock news, Putin-Xi meeting
▼ + stars: | 2022-09-15 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

Humana (HUM) investor update meeting Thursday: much better than expected price targets: Full-year earnings per share $23.08, up from $20.30. Club holding Starbucks (SBUX): Deutsche Bank and Morgan Stanley raise price targets. Mizuho cuts price targets for Club holdings Nvidia (NVDA) and Advanced Micro Devices (AMD), because of a pending hypercomputing slowdown. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. A pay dispute between rail workers and unions threatens a nationwide freight rail strike as early as September 16, 2022.

☆ 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.

☆ Danaher's decision to spin off its water business is a win-win for long-term investors
▼ + stars: | 2022-09-15 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

Danaher 's (DHR) announcement this week that it will spin off its growing water business is a big win for shareholders — including us at the Club. In both cases, after an initial growth hit due to the divestitures, we saw a notable sales growth acceleration once these slower growth business were on their own. More good news: Danaher's management team said 2022 core revenue growth is expected to be above the prior guidance range thanks higher-than-anticipated respiratory testing revenue at Cepheid. Base business core revenue growth is still expected to be up in the high-single-digit range. Whereas, they think EAS has a longer-term core revenue growth profile in the mid-single-digit range.

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