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We're initiating a new position in Stanley Black & Decker (SWK), buying 100 shares at roughly $89.59 each. Following Wednesday's trade, Jim Cramer's Charitable trust will own 100 shares of SWK, representing approximately 0.32% of the portfolio. This global leader in hand and power tools, household hardware, and engineered fastening systems is getting called up from the Club Bullpen. 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.

Persons: Stanley Black, Decker, Jim Cramer's, We're, Stanley, Jim Cramer, Jim, Spencer Platt Organizations: SWK, CNBC, Traders, New York Stock Exchange, Getty Locations: United States, New York City

Following the trade, Jim Cramer's Charitable Trust will own 275 shares of PANW, decreasing its weighting in the portfolio to 2.21%, from 2.41%. Now that our trading restrictions have cleared, we're taking profits in cybersecurity leader Palo Alto Networks . 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.

Persons: we'll, Jim Cramer's, Palo, Jim Cramer, shouldn't, Jim, Krisanapong Organizations: Palo Alto Networks, Palo, CNBC Locations: Palo Alto, overbought

We are buying 100 shares of Wynn Resorts (WYNN) at roughly $96.89 apiece. Before the Covid pandemic, the company generated about 75% of its earnings before interest, taxes, depreciation, and amortization (EBITDA) from its Macao properties. And since the Macao properties' cost structure was reduced to minimize losses during the lockdowns, the operating leverage as revenues recover has been both notable and underappreciated by the market. Despite recent weakness due to fresh Covid concerns, the May CGR numbers numbers for Macao indicate that there has not been any material slowdown in gaming. Wynn stock is still up nearly 17% year-to-date, and we believe China's long-term economic recovery is on track.

Persons: Jim Cramer's, GGR, Covid, Wynn, WYNN, Jim Cramer, Jim Organizations: Wynn Resorts, WYNN, Macao, Boston, CNBC Locations: China, Macao, U.S, Las Vegas, Boston, Beijing

Following Wednesday's trade, Jim Cramer's Charitable Trust will own 650 shares of SBUX, increasing its portfolio weighting to 2.36% from 2.18%. Starbucks stock has fallen roughly 15% since the start of May, to around $98 a share. The slide in Starbucks shares began after the company failed to raise its full-year guidance when reporting solid quarterly earnings at the start of the 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.

Persons: Jim Cramer's, —, Jim Cramer, Jim Organizations: Starbucks, SBUX, Microsoft, Nvidia, Apple, Jim Cramer's Charitable, CNBC Locations: China

We are selling 50 shares of Eli Lilly (LLY) at roughly $442 each. Following Monday's trade, Jim Cramer's Charitable Trust will own 150 shares of LLY, decreasing its weighting in the portfolio to about 2.5% from 3.33%. We're taking some Eli Lilly off the table Monday afternoon on the stock's breakout to another new all-time high. The FDA in early January granted accelerated approval to a drug similar to donanemab, which was developed by Japanese pharmaceutical firm Eisai and U.S.-based partner Biogen (BIIB). Like Pfizer's drug, Lilly is working on an oral type-2 diabetes and chronic weight management drug called orforglipron, which could be similar to the Mounjaro injectable.

We're initiating a position in GE Healthcare (GEHC), buying 325 shares at roughly $79 each. GE Healthcare is the global leader in medical imaging, diagnostics, and digital solutions. GE Healthcare is one of the global leaders in Precision Diagnostics with an industry-leading injectable pharmaceutical portfolio in contrast media and molecular imaging. GE Healthcare is one of a few companies that offer a full suite of products and solutions to support patients. GEHC YTD mountain GE Healthcare YTD performance Analysts see GE Healthcare growing EPS to $4.33 in 2024, about a 15% increase from this year's outlook.

We're buying 300 shares of Foot Locker (FL) at roughly $38.69 each. We're using the recent weakness in Foot Locker to add to our small position and improve our average cost basis. Sure, Foot Locker's stores are a great place to pick up the latest Steph Curry sneaker from Under Armour. A year later, she came back for the Foot Locker job, which we think speaks volumes about her commitment to overhauling the sneaker chain. As we wait for this turnaround to play out, Foot Locker offers a 4.11% annual dividend yield, which adequately compensates us for our patience.

Shortly after the opening bell Monday, we're buying 40 shares of Caterpillar (CAT), at roughly $215.90 apiece. Following the trade, Jim Cramer's Charitable Trust will own 370 shares of CAT, increasing its weighting in the portfolio to 2.99% from 2.68%. 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.

PG YTD mountain Procter & Gamble YTD performance A resilient business and a strong quarter , where organic sales increased 7% and gross margins inflected will do that. In what has been a tough market lately, P & G has held up, thanks to the defensive nature of its business. PXD YTD mountain Pioneer Natural Resources YTD performance With Pioneer, this is our "oily" energy play that now pays out a healthy annual dividend yield of about 6.48%. 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.

Shortly after the opening bell, we will be selling 100 shares of Salesforce (CRM) at roughly $192.50 each and exiting our small position in Qualcomm (QCOM), selling 230 shares at roughly $103.89. QCOM 5Y mountain Qualcomm YTD performance As for what we are selling, we are moving on from our Qualcomm position. In what has been a tricky market lately, P & G has been resilient thanks to the defensive nature of its business. (Jim Cramer's Charitable Trust is long CRM, QCOM, AAPL, PG. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

We're exiting our position in Cisco Systems (CSCO), selling 500 shares at roughly $46.95 each. Following Tuesday's trade, Jim Cramer's Charitable Trust will no longer hold a position in CSCO. The stock market bounced back quickly once the problem was solved, and the S & P 500 finished roughly flat for the year despite the significant drawdown. As long-term investors, not traders, it's best to take up our cash position by a few percent to protect against potential downside, but then be ready buy. CSCO YTD mountain Cisco Systems YTD performance The stock we're selling Tuesday is Cisco Systems.

PANW YTD mountain Palo Alto Networks YTD About half of the funds raised from this Lilly sale will go into building up our position in Palo Alto Networks . But here is our problem with reading too much into the conference calls of Tenable and Cloudfare and extrapolating that to Palo Alto. While it is highly likely that deal uncertainty increased out of the regional banking crisis, Palo Alto Networks is in a special class within the industry because it is taking share from the little guys. As a market leader in thirteen categories within security, Palo Alto is a winner from what is happening in the market. And with a management team committed to profitable growth and accelerating leverage in the business, we think Palo Alto Networks will continue to surprise to the upside.

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 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.

SBUX mountain 2021-11-01 Starbucks (SBUX) China's reopening from last year's Covid lockdowns has progressed according to plan with no setbacks. 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 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 buying 350 shares of Foot Locker (FL), at roughly $40.43 apiece. Following Monday's trade, Jim Cramer's Charitable Trust will own 700 shares of FL, increasing its weighting in the portfolio to 1.06% from 0.53%. There hasn't been a lot of news around Foot Locker dating back to our initial buy in March , with the exception of one key data point. In late March, CEO Mary Dillon disclosed she purchased roughly $500,000 worth of Foot Locker stock , at $39.74 a share — bolstering our confidence in the company's turnaround strategy. Dillon joined Foot Locker last year after a very successful run as CEO of Ulta Beauty (ULTA).

We're buying 150 shares of Coterra Energy (CTRA), at roughly $25.43 each. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 1,150 shares of CTRA, increasing its weighting in the portfolio to 1.1% from 0.95%. We're adding Coterra Energy and upgrading the stock back to a 1 rating . Coterra Energy has outperformed most of its peers year to date, which can be traced, in part, back to that change in its capital return framework. @NG.1 YTD mountain Natural gas YTD performance We think the upside move outweighs the downside potential as we have seen an unwillingness from the commodity to break below $2 and stay there.

We're buying 25 shares of Palo Alto Networks (PANW), at roughly $191.39 apiece. Following Monday's trade, Jim Cramer's Charitable Trust will own 250 shares of PANW, increasing its weighting in the portfolio to 1.8% from 1.62%. We're making one small buy Monday, picking up shares of cybersecurity leader Palo Alto Networks on recent weakness. Within the cybersecurity ecosphere, Palo Alto Networks has differentiated itself as a share gainer and major beneficiary of enterprises consolidating their security budgets. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Following Thursday's trade, Jim Cramer's Charitable Trust will own 800 shares of EMR, increasing its weighting in the portfolio to 2.52% from 2.37%. We think this recent dip is a buying opportunity on Thursday, ahead of a potentially transformative moment for the company. Emerson in January launched a hostile takeover bid for National Instruments (NATI), valued at $53 per share. The one wrinkle to this story, of course, would be if Emerson ends up overpaying for National Instruments. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

We're selling 160 shares of Cisco Systems (CSCO) on Monday, at roughly $52.34 apiece. Following the trade, Jim Cramer's Charitable Trust will own 500 shares of CSCO, decreasing its weighting in the portfolio to 1% from 1.31%. As a result, we're selling some shares into the recent rally. Additionally, if we weren't restricted from trading it, we would take advantage of Monday's surge in oil prices by selling some shares of Devon Energy (DVN). Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Foot Locker (FL) traded lower early Wednesday after analysts at UBS downgraded their rating on it to sell from neutral and lowered their price target to $30 from $36. One reason why UBS says Foot Locker is challenged is that it thinks Nike (NKE) as a percentage of Foot Locker sales will decline to 55% to 60% from 70% over the next 12 to 18 months. Her expertise is in developing brand partnerships across several different companies, and that's essential for a multi-brand retailer like Foot Locker. Between UBS who put a sell on Foot Locker vs. CEO Mary Dillon who just bought stock, we'll side with the seasoned executive who just kicked off a turnaround plan. Foot Locker exclusive Puma Transformers Trainers released on November 22nd on display on Day 3 of MCM London Comic Con 2018 at ExCel on October 28, 2018 in London, England.

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.

We're buying 50 shares of Emerson Electric (EMR) at roughly $80.54 and 130 shares of Halliburton (HAL) at roughly $30.20. In essence, the Oscillator measures the buying or selling pressure in the market at the current point in time. EMR YTD mountain Emerson Electric (EMR) YTD performance Emerson's stock decline has made its valuation favorable too. HAL YTD mountain Halliburton (HAL) YTD performance We understand the narrative, but the industry is still catching up from years of underinvestment and if producers want to be capital efficient, then they need to use Halliburton's technology. With HAL shares down about 28% since we sold 375 shares in mid-January, we are upgrading our rating back to a 1.

Following Thursday's trade, Jim Cramer's Charitable Trust will own 230 shares of QCOM, increasing its weighting in the portfolio to about 1.05% from 0.83%. With the S & P 500 Short Range Oscillator in oversold territory Thursday, we're adding to our position in semiconductor firm Qualcomm . But since those sales, the company has moved closer to the end of its smartphone inventory issues, even as the stock price has pulled back 10%. The time has come to become more bullish around Qualcomm as we near the end of the smartphone inventory glut. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Shortly after the opening bell Wednesday, we will buy 75 shares of TJX Companies (TJX) at roughly $73.50. Following today's trade, Jim Cramer's Charitable Trust will own 875 shares of TJX, increasing its weighting in the portfolio to about 2.57% from 2.36%. Markets are pointing to a sharply lower open Wednesday, with the S & P 500 sliding 1.75% in premarket trading. TJX YTD mountain TJX Companies (TJX) YTD performance That's what is drawing us to TJX Companies , the off-price retailer that appeals to consumers looking for a discount on quality merchandise. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

We are buying 20 shares of Caterpillar (CAT) on Wednesday, at roughly $214.38 apiece. Following today's trade, Jim Cramer's Charitable Trust will own 310 shares of CAT, increasing its weighting in the portfolio to about 2.67% from 2.5%. With the market tumbling Wednesday, we're adding to our position in Caterpillar (CAT) for the second day in a row . 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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