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Here's an update on our energy, industrials and materials names in Jim Cramer's Charitable Trust, the portfolio we use at the CNBC Investing Club. In 2022, by contrast, the priority was its variable dividend, which changed quarter by quarter depending on its financial results. The industrial company is one of our more recently added holdings. He also mentioned that Halliburton's top boss, Jeff Miller, has expressed notable conviction that the company's stock price is too cheap. The alternative would be consolidating our holdings to two oil-and-gas producers, along with Halliburton as our third energy stock.

☆ Despite an unwarranted share slide, industrial powerhouse Caterpillar delivers a solid Q4
▼ + stars: | 2023-01-31 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Moreover, breaking the top line down, consolidated sales growth is attributable to solid double-digit growth in all three primary operating segments. That's in line with our mantra of owning companies that do things, make stuff, and generate real profits and cash flow that will be returned to investors. Excluding China, management expects growth in the Asia/Pacific region "due to public infrastructure spending and supportive commodity prices." Energy & transportation: Management predicts "sales growth due to strong order rates in most applications," citing "strength in demand in order intakes for the year." Caterpillar generated full-year free cash flow of $5.8 billion and returned a total of $6.7 billion to shareholders via share repurchases and dividends.

☆ U.S. GDP rose 2.9% in the fourth quarter, more than expected even as recession fears loom
▼ + stars: | 2023-01-26 | by ( Jeff Cox | ) www.cnbc.com time to read: +4 min

The U.S. economy finished 2022 in solid shape even as questions persist over whether growth will turn negative in the year ahead. The growth rate was slightly slower than the 3.2% pace in the third quarter. Stock market futures rose following the report while Treasury yields were mostly higher as well. Despite the fairly strong economic data, most economists think a recession is a strong possibility this year. Corporate profit reports from the fourth quarter also are signaling a potential earnings recession.

☆ Strong U.S. economic growth expected in fourth quarter, outlook darkening
▼ + stars: | 2023-01-26 | by ( Lucia Mutikani | ) www.reuters.com time to read: +6 min

Retail sales have weakened sharply over the last two months and manufacturing looks to have joined the housing market in recession. While the labor market remains strong, business sentiment continues to sour, which could eventually hurt hiring. According to a Reuters survey of economists, GDP growth likely increased at a 2.6% annualized rate last quarter after accelerating at a 3.2% pace in the third quarter. Trade, which accounted for the bulk of GDP growth in the third quarter, was seen either making a small contribution or subtracting from GDP growth. While the labor market thus far has shown remarkable resilience, economists argue that deteriorating business conditions will force companies to slow hiring and lay off workers.

We are initiating a position in Caterpillar (CAT), buying 55 shares at roughly $257.86 apiece. In addition, we are selling 50 shares of Starbucks (SBUX) at roughly $106.87 a share. SBUX 1Y mountain Starbucks (SBUX) shares 1-year performance As for Starbucks , this small trim is consistent with our strategy of taking profits following the coffeemaker's big run. (Jim Cramer's Charitable Trust is long CAT, SBUX. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ UK to supply tanks as Russian missiles hit across Ukraine
▼ + stars: | 2023-01-14 | by ( Associated Press | ) www.nbcnews.com time to read: +6 min

Earlier this month, France said it would send AMX-10 RC armored combat vehicles to Ukraine, designated “light tanks” in French. Sunak’s announcement came as Russian forces fired missiles at Kyiv and other parts of Ukraine on Saturday in the first major barrage in days. In the northeastern Kharkiv region, Gov. On Saturday morning, two Russian missiles hit Kharkiv, Ukraine’s second-largest city. But that cuts both ways, as Ukraine says its fierce defense of the eastern strongholds has helped tie up Russian forces.

☆ Blasts Rock Ukraine’s Cities in Morning Russian Missile Attacks
▼ + stars: | 2023-01-14 | by ( Matthew Luxmoore | ) www.wsj.com time to read: 1 min

In Kyiv, air-raid sirens didn’t sound before Saturday’s attacks as they usually would. KYIV, Ukraine—A series of explosions rocked Kyiv on Saturday morning as Russia launched a new barrage of missiles against objects of critical infrastructure in Ukraine’s capital and other cities across the country, seeking to deprive residents of power as it steps up its military campaign in the east. Kyiv Mayor Vitali Klitschko said emergency services were working at the sites of two blasts in different parts of the city on Saturday morning, one of which damaged a nonresidential area after debris fell from a missile downed by air-defense teams.

☆ Job growth expected to have cooled in December but not enough to slow Fed rate hikes
▼ + stars: | 2023-01-05 | by ( Patti Domm | In | ) www.cnbc.com time to read: +6 min

The data is important since the Fed has been trying to slow the hot labor market in its fight against inflation. Economists surveyed by Dow Jones also expect that the unemployment rate remained at 3.7% in December, while average hourly wage growth slowed to 0.4% from 0.6% in November. "Their forecast has the unemployment rate rising. "If you need the unemployment rate to rise, you need jobs to fall below 70,000 to 100,000." The Fed has raised interest rates seven times since last March, and the fed funds rate is now at 4.25% to 4.5%.

☆ U.S. construction spending rebounds in November
▼ + stars: | 2023-01-03 | by ( ) www.reuters.com time to read: +2 min

The Commerce Department said on Tuesday that construction spending climbed 0.2% in November after falling 0.2% in October. Economists polled by Reuters had forecast construction spending would decrease 0.4%. Construction spending increased 8.5% on a year-on-year basis in November. Spending on private construction projects advanced 0.3% after declining 0.7% in October. Investment in state and local government construction projects declined 0.7%, while federal government construction spending surged 7.2%.

☆ Here's why we're overhauling our Bullpen watch list — adding five stocks and removing two
▼ + stars: | 2022-12-09 | by ( Jeff Marks | ) www.cnbc.com time to read: +13 min

We're making several updates to our Bullpen watch list: adding five names, including Caterpillar (CAT), and removing two. Also, adding a stock to the Bullpen does not necessarily mean we would buy it at the current price. Let's go company by company to explain the reasons behind the additions and the removals. 5 stocks added to the Bullpen This aerospace and defense company was formed in 2020 through the combination of Raytheon Company and United Technologies Corporation's aerospace business. 2 stocks removed by the Bullpen We put Barrick Gold in the Bullpen back in March, thinking investors may seek out gold stocks as a safe haven during times of crisis.

☆ JPMorgan upgrades this materials stock, says it can weather decrease in residential construction
▼ + stars: | 2022-12-08 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Expect Vulcan Materials to outperform as its value improves and its business is more shielded than competitors to cooling residential construction, according to JPMorgan. A driver of the upgrade was the fact that Huerta no longer sees the stock trading at a premium to competitor Martin Marietta Materials . while residential construction volumes are expected to fall between 10% and 15%. On the other hand, California would be harder hit — and is already seeing demand fall — from the chill in residential construction. Huerta kept Vulcan rivals Martin Marietta Materials and Summit Materials as overweight and Eagle Materials at a neutral rating.

☆ Peloton co-founder John Foley launches business selling custom rugs directly to consumers
▼ + stars: | 2022-11-07 | by ( Sarah Belle Lin | ) www.businessinsider.com time to read: +3 min

Peloton co-founders are starting Ernesta, a direct-to-consumer business selling custom rugs. The business is launching in spring 2023 and entering a global market anticipated to reach $130 billion by 2030. The company will be entering a global carpets and rugs market anticipated to reach $130 billion by 2030. Foley is Ernesta's CEO, with fellow Peloton founders Hisao Kushi serving as chief legal officer and Yony Feng as chief technology officer. He relinquished his executive chairman title in September, following months of controversy and reduced global demand at the beleaguered company.

☆ U.S. economy grew 2.6% in the third quarter, better than expected as a six-month downturn is reversed
▼ + stars: | 2022-10-27 | by ( Jeff Cox | ) www.nbcnews.com time to read: +2 min

GDP gains also came from increases in consumer spending, nonresidential fixed investment and government spending. The underlying picture from the BEA report showed an economy slowing in key areas, particularly consumer spending and private investment. Consumer spending as measured through personal consumption expenditures increased at just a 1.4% pace in the quarter, down from 2% in the second quarter. Gross private domestic investment fell 8.5%, continuing a trend after falling 14.1% in the second quarter. Also, the personal consumption expenditures price index, a key inflation measure for the Federal Reserve, increased 4.2%, down sharply from 7.3% in the prior quarter.

☆ U.S. GDP accelerated at 2.6% pace in Q3, better than expected as growth turns positive
▼ + stars: | 2022-10-27 | by ( Jeff Cox | ) www.cnbc.com time to read: +3 min

GDP gains also came from increases in consumer spending, nonresidential fixed investment and government spending. Declines in residential fixed investment and private inventories offset the gains, the BEA said. The underlying picture from the BEA report showed an economy slowing in key areas, particularly consumer spending and private investment. Consumer spending as measured through personal consumption expenditures increased at just a 1.4% pace in the quarter, down from 2% in Q2. Earlier this year, the Fed began a campaign of interest rate hikes aimed at taming inflation.

Latinos were 31 percent of the state’s high school graduates that year. But at 31%, the six-year graduation rate for MSU’s Latino students lags far behind CU Boulder, where it was 63 %. On the CU Boulder campus stands a 4-foot-7 memorial to “Los Seis,” six activists, including CU Boulder students, who were killed in two off-campus car bombings in 1974; the killings were never solved. Seventy-two percent, 510, of the middle and high school students enrolled in the program for 2020-21 were Latino. Vela and three other CU Boulder students who spoke with NBC News first learned about the campus through the Aquetza program.

We're buying 25 shares of Salesforce (CRM) at roughly $147.28 each and 25 shares of Honeywell (HON) at roughly $170.28. In a very oversold market, according to our trusted S & P Oscillator , we've making two more small buys Monday afternoon. The Oscillator reached an extreme oversold reading of minus 10.66% after last week's sharp declines. As a reminder, any time the Oscillator moves below minus 4%, it signals oversold conditions in the market, which could mean it's due for a bounce. However, the Oscillator (and the market) could, of course, go even lower from here, especially as equities take their cue from the bond market.

We're buying 50 shares of Honeywell International (HON) at roughly $188.29 each. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 625 shares of HON, increasing its weighting to 4.06% from 3.75%. From an end market perspective, about 65% of the company's sales are focused on late cycle end markets like commercial aviation, defense, oil & gas, and nonresidential construction. We believe these end markets are less likely to have material earnings revision risks and better positioned to weather a softening macro environment. With this buy, we're repurchasing the full 25 shares we sold at around $198 in late-March plus an additional 25.

☆ All the economic good news, from jobs to inflation, was just a momentary blip. The worst is yet to come.
▼ + stars: | 2022-08-30 | by ( Neil Dutta | ) www.businessinsider.com time to read: +10 min

From inflation to consumer spending, there are clear signs that the economy is still in real danger of being pushed into a recession. While Americans' expectations for inflation over the next 12 months have ebbed somewhat, they're still sitting at 6.2%. With strong private demand, consumers are signaling that while labor-market conditions are strong, momentum is slipping. This means the increase in consumers' spending in the first half of the year was driven exclusively by them tapping into their savings. Prematurely easing inflation-reduction policy with inflation rates still elevated risks pushing up inflation expectations and entrenching a higher inflation rate into the economy.

☆ U.S. companies are reshoring at a rapid pace. Here's how to play the trend
▼ + stars: | 2022-08-27 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +6 min

The reshoring trend – or companies shifting parts of their manufacturing and supply chains to different countries – has boomed over the last decade. In 2022, reshoring and foreign direct investment jobs announced coming back to the U.S. is on pace hit a record high of 348,493, according to data from the Reshoring Initiative. The trend also includes companies moving parts of their supply chains or manufacturing to different countries abroad. Investing the trend There are a few ways to play the reshoring trend as it continues to unfold. Analysts covering the space generally recommend picking up stocks in companies that stand to benefit from the trend, as opposed to companies in the reshoring process.

☆ Honeywell gets a well-deserved stock boost on terrific quarter, adequate guide
▼ + stars: | 2022-07-28 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Revenue at Honeywell rose 4% year over year organically to $9 billion for the quarter, exceeding expectations of $8.68 billion. However, full-year guidance was in-line to better-than-expected, with management raising its estimated midpoint for organic sales growth, adjusted earnings per share and segment margins. Honeywell generated operating cash flow of $789 million and free cash flow of $843 million, versus expectations of $892 million and $572 million, respectively. Starting with the third quarter, management forecasts sales of $8.9 billion to $9.2 billion, versus expectations of $9.14 billion. Full-year free cash flow guidance was unchanged at between $4.7 billion and $5.1 billion versus a $4.91 billion consensus.

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