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☆ Brands look to China's tropical duty free island paradise for consumer comeback
▼ + stars: | 2023-04-14 | by ( Casey Hall | Thomson Reuters | Casey Has Reported On China'S Consumer Culture Her Base In Shanghai For More Than A Decade | ) www.reuters.com time to read: +3 min

HAIKOU, China, April 14 (Reuters) - Representatives of over 3,000 brands including Burberry and Estee Lauder descended on China's Hainan this week to show off their latest wares, hoping to cash in on a post-COVID consumer rebound that has kicked off on the island known for its duty free shopping. It especially boomed during COVID, attracting Chinese shoppers unable to travel abroad due to closed borders. And China further plans to elevate its status: by 2025, it plans to make the whole island duty free, essentially expanding the 10% to 40% cheaper prices on goods from beauty, to alcohol and luxury products from 12 existing duty free malls to the entire province. That has made high-end global consumer firms keen to attend the expo as a way of demonstrating their commitment to China, industry executives said. ($1 = 6.8677 Chinese yuan renminbi)Reporting by Casey Hall; Editing by Kim CoghillOur Standards: The Thomson Reuters Trust Principles.

☆ Jim Cramer's top 10 things to watch in the stock market Friday
▼ + stars: | 2023-04-14 | by ( Jim Cramer | ) www.cnbc.com time to read: +3 min

JPM revenue $39.3 billion versus $36.2 billion expected; adjusted EPS $4.32 versus $3.41 expected. WFC revenue $20.7 billion versus $20.1 billion expected; adjusted EPS $1.23 versus $1.13; bought back $4 billion at $46. Dow stock JPM up nearly 6%, the most I have ever seen ahead of regular trading. Dow stock Boeing keeping a lid on the Dow after a big rally Thursday. Revenue $91.9 billion versus $89.4 billion expected.

☆ Here are Friday's biggest analyst calls: Amazon, VF Corp, Deere, Netflix, Rivian, Nvidia & more
▼ + stars: | 2023-04-14 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Friday's biggest calls on Wall Street: Bank of America reiterates Amazon as buy Bank of America said it's standing by its buy rating on the stock. "Our Buy rating is based on: 1) positive feedback from our proprietary Sleep survey that points to healthy underlying US volumes, 2) lingering pent-up demand due to US staffing shortages." William Blair reiterates Charles Schwab as outperform William Blair said it's standing by its outperform rating on the stock heading into earnings next week. Barclays reiterates Disney as equal weight Barclays said it sees slowing streaming growth heading into Disney earnings in early May. " Stifel reiterates Microsoft as buy Stifel said it's standing by its buy rating on Microsoft heading into earnings later this month.

☆ Club meeting recap: Jim Cramer says Wells Fargo is a buy following a first-quarter earnings beat
▼ + stars: | 2023-04-14 | by ( Christopher Alessi | In | ) 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. Equities fall Buy Wells Fargo Watch Estee Lauder 1. Buy Wells Fargo Club holding Wells Fargo (WFC) on Friday delivered a beat on first-quarter revenue and earnings, while reiterating its full-year guidance for net interest income and expenses. 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 .

☆ A flurry of news outside the portfolio has implications for 3 of our stocks
▼ + stars: | 2023-04-13 | by ( Jeff Marks | ) www.cnbc.com time to read: +7 min

Here are three noteworthy news developments over the past two days, which contain useful insights about our stocks. For the full year 2023, Novo now expects sales growth in the range of 24% and 30%, compared to prior estimates of 13% to 19%. In addition, operating profit growth is expected to be in the range of 28% and 34%, up from a prior range of 13% to 19%. 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.

☆ Jim Cramer's top 10 things to watch in the stock market Thursday
▼ + stars: | 2023-04-13 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Scott Sheffield, CEO of Club holding Pioneer Natural Resources (PXD), sees oil powering to $100 per barrel if hits $90. Yes, I am upset that they paid a higher price than I thought but that was because of a bidding war with Fortive (FTV). 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.

☆ Cramer says buy this high-end China reopening stock and watch these industrials – listen to the 'Homestretch'
▼ + stars: | 2023-04-12 | by ( ) www.cnbc.com time to read: 1 min

Cramer says buy this high-end China reopening stock and watch these industrialsJim Cramer discussed the cause of Estee Lauder's intraday pop Wednesday and made the case for buying the cosmetics giant's stock. He also analyzed the headlines hitting Emerson Electric and Honeywell shares.

☆ Why economists study hemline lengths and men's underwear sales for clues we could be headed for a recession
▼ + stars: | 2023-04-10 | by ( Avery Hartmans | ) www.businessinsider.com time to read: +1 min

The creation of the lipstick index is widely attributed to Leonard Lauder, one of the billionaire heirs to the Estée Lauder cosmetics fortune. Back in 2001, when the US economy was in the throes of a recession, Lauder noticed that lipstick sales were actually rising, not falling. Lauder's theory was that lipstick sales and the health of the economy were in inverse proportion to one another — essentially, as the economy got worse, lipstick sales got better. The lipstick index has borne out several times throughout history. Still, lipstick probably isn't a reliable recession indicator — there are plenty of times when cosmetics sales have boomed during times of relative economic prosperity and dipped during downturns.

☆ Quality over quantity: As population shrinks, these companies will benefit from a 'trade-up' effect
▼ + stars: | 2023-04-08 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

A big shift in consumer demand is coming as global population growth slows, and that means companies need to respond with more active approaches to generate outperformance, according to Evercore ISI. Historically, booming population growth, globalization and industrialization have supported economic growth, Julian Emanuel, the firm's senior managing director, wrote in an April 5 note. "Companies with higher value-added services and better quality will likely better capture market share than those relying solely on volume growth." "Consumer companies that focus on 'trade-up' categories and premiumization could benefit as middle-income discretionary spend continues to rise," Emanuel said. Meanwhile, McDonald's top six markets — including the U.S., U.K. and France — are all experiencing slowing population growth.

☆ 6 stocks to buy to maximize gains and shield portfolios from choppy waters ahead this year, according to a financial advisor at a $57 billion wealth manager
▼ + stars: | 2023-04-07 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +5 min

The bank crisis has distressed markets, but Nicole Webb expects consequences to be relatively muted. Still, Webb expects choppy waters as stocks come close to retesting their October lows. She also shared six stocks with both value and growth traits to hedge volatility and maximize gains. Webb clarified that the unchanged outlook doesn't mean the economy is completely free from the consequences of the banking crisis. But she also believes that a slowing economy means that some growth stocks have begun to look more attractive, especially the mega-tech names that were overly punished in 2023.

☆ Club meeting recap: Stocks edge down, Club trades, Gen-Z's big spenders
▼ + stars: | 2023-04-04 | by ( Paulina Likos | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Stocks fall Trades in an overbought market Gen-Z still spending 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.

☆ Teen consumers are setting new trends — and spending more. A raft of Club names stand to gain
▼ + stars: | 2023-04-04 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

Piper Sandler on Tuesday released the results of its semi-annual survey on Gen-Z teenagers, with bullish implications for a slate of Club holdings. For its latest report, Piper Sandler surveyed 5,690 U.S. teens between Feb. 13 and March 21, with an average age of 16.2 years across 47 states. Haircare saw a marginal 1% year-over-year gain, but that's of little concern to us given Estee Lauder's minimal exposure to the haircare market, a dynamic highlighted by Piper Sandler. Internet On the ecommerce front, 57% of survey respondents cited Club name Amazon (AMZ) as their favorite online retailer. As Piper Sandler noted, these are encouraging results that highlight Meta's ongoing product-improvement initiatives.

☆ Club meeting recap: Oil jumps, while China's economic reopening gains steam
▼ + stars: | 2023-04-03 | by ( Paulina Likos | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Stocks fall, as oil soars Stocks started the second quarter of the year largely under pressure Monday morning. 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.

☆ 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.

☆ In times of crisis these stocks are a 'core holding,' analysts say
▼ + stars: | 2023-04-01 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

They include: Costco, Estee Lauder, Pacific Premier Bancorp, ON Holding and Phillips 66. Still, with Pacific Premier shares down 23% this year, Tenner said investors should take advantage of the buying opportunity. "Pacific Premier is, in our view, a long-term core holding for institutional investors," Tenner said. ... .We still view PSX as a long-term core holding in energy. PPBI is, in our view, a long-term core holding for institutional investors.

☆ Jim Cramer's top 10 things to watch in the stock market Friday: Stars of first quarter and Alphabet's AI risk
▼ + stars: | 2023-03-31 | by ( Jim Cramer | ) www.cnbc.com time to read: +3 min

AI is a real problem for Club holding Alphabet (GOOGL), according to Piper Sandler, which lowers price target to $117 per share from $120. Raises price target to $75 per share from $72. Baird raises price target on Okta (OKTA) to $100 per share from $92. Morgan Stanley raises price target on e.l.f. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Club meeting recap: Wall Street looks to finish Q1 higher as our tech stocks shine
▼ + stars: | 2023-03-31 | by ( Paulina Likos | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Stocks up on final day of Q1 Stocks rose Friday on the last day of the first quarter after the Federal Reserve's preferred inflation metric came in cooler-than-expected for February. 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.

☆ Here are the Club’s 7 'safety stocks' for a volatile economic environment
▼ + stars: | 2023-03-28 | by ( Paulina Likos | ) www.cnbc.com time to read: +8 min

PG YTD mountain YTD peformance Jim called Procter & Gamble (PG) his favorite stock in the portfolio right now. COST YTD mountain YTD peformance Costco (COST) is one of the best retailers to own in a strained economy. HUM YTD mountain YTD peformance Humana (HUM) is our managed-care play and we're holding the stock for its defensive characteristics. JNJ YTD mountain YTD peformance Health care leader Johnson & Johnson (JNJ) has been a tough name to own as of late. PANW YTD mountain YTD peformance Cybersecurity giant Palo Alto Networks (PANW) is one of our newer holdings, which we started in mid-February .

☆ 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.

☆ 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.

Club holdings Apple (AAPL) Ford Motor (F) and Estee Lauder (EL) were in the news Thursday. Apple has primarily released its content directly on Apple TV+, with some projects getting limited runs in a handful of cinemas. The Club's take: We welcome Apple making smart, strategic investments that make Apple TV+ a more valuable streaming service to potential subscribers. Estee Lauder EL YTD mountain Estee Lauder stock performance year-to-date. The news: Citi outlined its bull and bear cases for Club holding Estee Lauder in a research note Thursday.

☆ Morgan Stanley's case for six Club names, including Alphabet and Microsoft
▼ + stars: | 2023-03-21 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

In a research note Tuesday, Morgan Stanley identified its "best long-term picks" for 2025, in line with our approach for assessing companies. Six names on Morgan Stanley's list were Club holdings, all of which the firm rated a buy. Alphabet (GOOGL): Morgan Stanley analysts think artificial intelligence (AI) will create a new growth opportunities at Google parent Alphabet in its core products, including its search engine, YouTube and cloud offerings. Morgan Stanley has price target of of $135 per share on the stock. Eli Lilly (LLY): The pharmaceuticals giant is well-positioned within the U.S. due to its strong pipeline of drugs and "robust new product cycles," Morgan Stanley analysts argued.

☆ For investors looking for solid ground in an uncertain market, balance sheet is king
▼ + stars: | 2023-03-20 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

Amid ongoing market volatility and renewed fears about the health of the banking sector, investors and analysts are increasingly targeting the stocks of companies with stellar balance sheets. Note: The Altman Z-score is derived from a model initially developed in the 1960s by New York University professor Edward Altman as a way to predict bankruptcies. We used an Altman Z-score of 5 to focus our list on the cream of the crop. Tier 1 Capital ratios are generally a better metric for monitoring the balance sheets of big banks. But the market may give heightened attention to companies with strong balance sheets in times of elevated economic uncertainty.

☆ Here are all 8 stocks we bought this week during the bank-driven market volatility
▼ + stars: | 2023-03-17 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

The Club followed through on what Jim Cramer laid out last Sunday, using this week's volatility to opportunistically buy on market pullbacks. In fits and starts, bank stocks were under pressure all week. With so many trades, eight stocks in all, here's a recap for Club members that further explains how our broader view of the market influences our buying decisions. We see EMR's market decline after the takeover news as overblown and view the stock's valuation as more attractive following a steeper decline Friday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

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