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Following Monday's trade, Jim Cramer's Charitable Trust will own 2,225 shares of Halliburton, decreasing its weighting in the portfolio to about 3% from 3.38%. Energy stocks are early outperformers Monday, trading slightly higher at the initial open despite broad weakness in equity markets. West Texas Intermediate (WTI) crude — the U.S. oil benchmark — has climbed more than 5% over the past week, trading at roughly $81 a barrel in midmorning trading Monday. The latter stock in particular has climbed significantly over the past few months, rallying from roughly $25 a share in late September, to $38.45 a share as of Monday morning. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

We're buying 25 shares of Pioneer Natural Resources (PXD), at roughly $233.66 a share. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 150 shares of PXD, increasing its weighting in the portfolio to 1.23% from 1.03%. In that context, we view today's underperformance in energy stocks, relative to the movement in the commodity, as an opportunity to pick up more shares of Pioneer Natural Resources into weakness. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. A drilling rig operates in the Permian Basin oil and natural gas production area in Lea County, New Mexico, February 10, 2019.

☆ How we're thinking about our Club stock exposure to China following Covid protests
▼ + stars: | 2022-11-28 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +7 min

Global stocks slumped Monday on growing concerns about intensifying protests across China over the communist government's strict Covid policies. Apple (AAPL) — Revenue from China : 17.7% (China is the iPhone maker's second-largest market, lagging just the U.S. at 37.5% of sales.) Disney (DIS) — Revenue from China: 4.8% Devon Energy (DVN) — Revenue from China: 0% Estee Lauder (EL) — Revenue from China: 29.7% (China is the cosmetic giant's largest sales market, followed by the U.S. at 19.8%, per FactSet.) Ford Motor (F) — Revenue from China: 4.6% Alphabet (GOOGL) — Revenue from China: 3.8% Halliburton (HAL) — Revenue from China: 1.6% Honeywell International (HON) — Revenue from China: 4.2% Humana (HUM) — Revenue from China: 0% Johnson & Johnson (JNJ) — Revenue from China: 3.1% Eli Lilly (LLY) — Revenue from China: 5.7% Linde (LIN) — Revenue from China: 8.1% Meta Platforms (META): Revenue from China: 2.6% Morgan Stanley (MS) — Revenue from China: 2.6% Microsoft (MSFT) — Revenue from China: 12.4% Nvidia (NVDA) — Revenue from China: 25.8% — keep in mind: Nvidia's revenue is not attributed to the country in which the consumer buys a product that contains one of the company's semiconductors. Procter & Gamble (PG) — Revenue from China: 13.7% (China is P & G's second-largest sales market, with the U.S. accounting for 45.5% of revenue).

☆ What Cramer is watching Tuesday — Nasdaq tough year, seasonal oil strength, P&G looking good
▼ + stars: | 2022-11-22 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

Citi lowers DVN price target by $2 pe share to $78; keeps buy rating. Piper Sandler cuts Club holding Amazon (AMZN) price target to $119 per share from $125. Honeywell (HON), also a Club stock, is an underappreciated tech franchise, JPMorgan says. Zoom Video (ZM) catches multiple price target cuts 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.

☆ How we think about our oil stocks in light of Monday's wild swing in crude prices
▼ + stars: | 2022-11-21 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

The October production cut was seen, at the time, as an attempt to shore up tumbling oil prices, and generally speaking it worked for a little while. However, since the first week of November, crude prices had been trending lower. The Club take Our energy stocks have struggled in November alongside the decline in oil. Our outlook is predicated on two developments that would boost oil prices. The first is the White House's announcement in late October that it would begin to replenish the Strategic Petroleum Reserve when oil prices are at or below $67 to $72 per barrel.

☆ 3 takeaways from our daily meeting: Oil slides, Disney CEO shakeup, Salesforce growth concerns
▼ + stars: | 2022-11-21 | 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. Oil slides Disney ousts Chapek Salesforce growth concerns 1. Disney ousts Chapek Disney (DIS) announced Sunday that Bob Iger is returning as CEO , while Bob Chapek is out of the top job. 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 are the hard lessons we learned this year — and what we got right
▼ + stars: | 2022-11-17 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

First, let's look at three tough lessons we learned and how we managed through the turmoil. Second, we'll discuss three investments that were right for this market and challenged macroeconomic backdrop. If inflation doesn't cool enough, the Fed will likely remain hawkish, and if Bullard is right rates could end up much higher. When China last week reduced quarantine time for international travelers, Club holdings Estee Lauder (EL), Wynn Resorts (WYNN) and Starbucks (SBUX) got a boost. 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 — rates may go much higher, promising tech, and mixed retail
▼ + stars: | 2022-11-17 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

Piper also likes Diamondback and Marathon , neutral on Club holding Coterra Energy (CTRA) and APA , formerly known at Apache. Multiple price target increases for Club holding TJX Companies (TJX). Canaccord starts Club holding Estee Lauder (EL) with a hold. Lowe's (LOW) price target raised to $253 per share from $248 at Piper, which liked the quarter. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Here are the 10 stocks we consider our core holdings in the Club portfolio — and why
▼ + stars: | 2022-11-17 | by ( Jeff Marks | ) www.cnbc.com time to read: +12 min

At the Investing Club, we generally try to keep our portfolio to around 30 stocks, give or take a few. In light of Thursday's "Monthly Meeting," we wanted to identify what we consider our 10 core holdings of the 32. We may consider a stock a core holding today but that could change three months from now. Management sees its post-separation core business growing revenues at a high single-digit clip and earnings-per-share increasing in the double digits. The stock provides a stellar dividend yield of nearly 3.5%, and the bank has plenty of excess capital to repurchase stock quarter after quarter, while other banks have paused their buybacks.

☆ Here's our November rapid-fire update on the stocks in Cramer's Charitable Trust portfolio
▼ + stars: | 2022-11-17 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +9 min

We think the stock has been hurt by a recent update to the company's reserve quantity. While we're big fans of the company's recent corporate governance cleanup , and we expect some near-term selling pressure associated with those efforts. (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.

☆ 3 takeaways from our daily meeting: Mixed economic picture, sticking with energy, EL deal official
▼ + stars: | 2022-11-16 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +3 min

Here's a recap of Wednesday's key moments: 'Mixed picture' for stocks Energy still good EL's Tom Ford deal 1. 'Mixed picture' for stocks Markets edged lower Wednesday, with the S & P 500 down 0.54% and the tech-heavy Nasdaq Composite down 1.25% in midday trading. The moves come as Wall Street tries to make sense of a "mixed picture" for the economy, Jim Cramer said. "The mixed picture, I think, skews to the downside because of Target's really very negative message," Jim said. Patient on energy Energy was among the worst-performing sectors in the S & P 500 Wednesday, behind only consumer discretionary — which includes Target — and information technology.

☆ After this week's big market rally, here's a rapid-fire update on all 32 stocks in our portfolio
▼ + stars: | 2022-11-11 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

Cisco Systems (CSCO): It reports next week and we think it should deliver a decent quarter as it converts its backlog into revenue. (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. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Following Wednesday's trade, Jim Cramer's Charitable Trust will own 125 shares of PXD, increasing its weighting in the portfolio to 1.13% from 0.90%. Energy stocks pulled back Wednesday, as oil prices tumbled on the back of a higher-than-expected crude inventory build in the U.S., according to data from the American Petroleum Institute. West Texas Intermediate crude — the U.S. oil benchmark — was trading down more than 2%, at around $87 a barrel. The SPR will also need to be refilled eventually, which should be bullish for oil prices. Elevated energy prices will translate to bountiful free cash flow generation for Pioneer, ultimately leading to very healthy shareholder returns.

☆ Diamondback Energy sees U.S. shale oil gains slowing, costs rising
▼ + stars: | 2022-11-08 | by ( Liz Hampton | ) www.reuters.com time to read: +1 min

[1/2] Travis Stice, the CEO of Diamondback Energy, poses for a portrait at Diamondback Energy's headquarters in Midland, Texas, U.S., February 11, 2019. REUTERS/Nick Oxford/File PhotoNov 8 (Reuters) - Oil producer Diamondback Energy (FANG.O) said the U.S. shale industry will continue to struggle to expand production at its current pace, with costs of new shale wells likely rising. The aging of oil and gas wells, supply chain bottlenecks and investor focus on shareholder returns have led to slowing U.S. oil output gains, Diamondback Chief Executive Officer Travis Stice told investors on Tuesday during an earnings call. President Joe Biden has criticized companies for not lifting production faster and raking in massive profits as energy inflation hits consumers. Diamondback acquired oil producer FireBird Energy last month, and that it would sell some $500 million in non-core assets by the end of 2023 and use proceeds to cut debt.

☆ 3 takeaways from our daily meeting: Industrials strong, potential midterm winners, Apple warning
▼ + stars: | 2022-11-07 | by ( Kevin Stankiewicz | ) 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. Apple production woes, Costco downgrade There's headlines involving some other Club stocks, namely Apple (AAPL) and Costco Wholesale (COST). Ultimately, we think think the situation could lead to some sales being pushed out a few weeks. 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.

☆ Coterra Energy's earnings beat, dividend raise reinforce the Club's investment case
▼ + stars: | 2022-11-03 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +12 min

Cash flow Cash flow is king for companies like Coterra. Adjusted discretionary cash flow (cash flow from operations excluding changes in assets and liabilities) was $1.52 billion, below estimates of $1.62 billion. Half of the company's third-quarter free cash flow is going toward the dividend, as was the case with second-quarter free cash flow. Adjusted discretionary cash flow (cash flow from operations excluding changes in assets and liabilities) was $1.52 billion, below estimates of $1.62 billion. Half of the company's third-quarter free cash flow is going toward the dividend, as was the case with second-quarter free cash flow.

☆ What Cramer is watching Tuesday — big J&J deal, Lilly guidance light, Biden scolds Big Oil
▼ + stars: | 2022-11-01 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

Club holding J ohnson & Johnson (JNJ) buys Abiomed (ABMD), premier heart pumping company, in a deal valued at $16.6 billion. J & J is paying a hefty premium: $380-per-share upfront, plus extra $35-per-share if certain milestones are met. J & J juiced growth ahead of its separation into two companies: one, pharma and the other, consumer brands. This will raise the growth rate of the MedTech portion of new J & J company. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) very good: $516 million versus $470 million expected.

☆ 3 takeaways from our daily meeting: Looking for new stocks, 2 trades, earnings recap
▼ + stars: | 2022-10-28 | 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 made 2 trades We are exiting our position in Abbvie (ABBV) and buying more shares of Starbucks (SBUX). 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 Cramer is watching Friday — Amazon drop overdone, Apple's outlier quarter, Big Oil profits
▼ + stars: | 2022-10-28 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

Shares of the Club holding down 13% in premarket. Apple's quarter was better than expected , an outlier in an otherwise brutal week for Big Tech earnings. Club holding AbbVie (ABBV) solid number, more of the same. Club holding Pioneer Natural Resources (PXD) slightly misses on EPS of $7.48. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Stocks shrug off tech's troubles as the Street awaits key inflation data next week
▼ + stars: | 2022-10-28 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

The major indexes all posted gains this week despite a Big Tech beatdown, proving the market can rally without its most valuable stocks. Indeed strength in other sectors — only communication services finished down — helped the overall market to shrug off disappointing earnings results from Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN) and Meta Platforms (META). Alphabet's results fell short of the Street's expectations, but still managed to grow revenue 6% annually off a $65 billion base. (Canada's central bank hiked rates less than expected this week, opting for a 50 basis point hike instead of the expected 75.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ 3 takeaways from our daily meeting: Dow climbs, Meta miss, Club stocks reporting
▼ + stars: | 2022-10-27 | 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. Dow climbs Earnings recap: META, HON, F, LIN Club names reporting after the bell 1. Dow stocks go higher Stocks rose Thursday, with the Dow Jones Industrial Average climbing more than 1% on news the U.S. economy grew by a 2.6% annual rate in the third quarter, beating the Dow Jones estimate of 2.3% growth. Earnings recap: META, HON, F, LIN One such company that has failed to properly manage its costs is Meta Platforms (META), which on Wednesday reported a third-quarter earnings miss and weak guidance, sending shares tumbling. Club names reporting after the bell Three Club holdings report results for last quarter on Thursday after the market closes.

☆ We're pleased to see Pioneer return cash to shareholders despite oil market volatility
▼ + stars: | 2022-10-27 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

Shares of Club holding Pioneer Natural Resources (PXD) climbed in extended trading Thursday on the back of solid third-quarter results. Most importantly for the Club, Pioneer continued to demonstrate its commitment to returning the majority of its excess cash to shareholders via buybacks and dividends. Here's a breakdown: Oil: 354,040 barrels a day, ahead of expectations for 353,600 barrels a day. Total oil equivalent production per day in a range of 655,000 barrels to 680,000 barrels, versus a consensus estimate of 653,900 barrels a day. The company continues to forecast oil production between 350,000 barrels a day and 365,000 barrels a day, while it expects total production of barrels of oil equivalent a day between 623,000 and 648,000.

☆ Halliburton's upgrade on the back of its earnings beat highlights our investment case
▼ + stars: | 2022-10-26 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

That's something Wells Fargo also referenced, contending it should result in higher margins at Halliburton and other energy services firms. The turning tide for oil prices has helped support stock prices across the industry. And for the likes of Pioneer, Devon and Coterra, sizable cash returns through dividends and buybacks sweeten the investment case. 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.

☆ These two strategies can help you stay diversified in any kind of stock market
▼ + stars: | 2022-10-21 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Barbell strategy The other way to think about diversification — and one we used heavily during this year's choppy market — is the barbell portfolio strategy. And if inflation persists but also economic activity picks up, you better own energy stocks. That also brings more demand into the oil market, so expect oil prices and the energy stocks tied to it to benefit. But using correlations and the barbell method to create a diverse mix of holdings can help you stay invested in market. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ Earnings are off to a surprisingly decent start. Next week is the big test for tech
▼ + stars: | 2022-10-21 | by ( Jim Cramer | ) www.cnbc.com time to read: +7 min

Stocks rallied this week as earnings season ramped up and is so far off to a better-than-expected start. With 20% of the S & P 500 having reported financials so far, sales results have thus far been 1.4% above expectations while earnings results are 5.4% above expectations, in aggregate. That inverse correlation between bond yields and stocks was powerful enough to trump positive earnings reports. Looking back On the earnings front, we got results from Johnson & Johnson (JNJ), Procter & Gamble (PG), and Danaher (DHR). 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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