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☆ Chewy's push into pet telehealth runs into regulatory hurdles, skeptical veterinarians
▼ + stars: | 2023-01-24 | by ( Gabrielle Fonrouge | ) www.cnbc.com time to read: +10 min

Longtime veterinarians told CNBC the service can have some benefit for minor situations, or for people who don't have easy access to vet care. Because when you research pet health, you'll find that there's a specific term called VCPR," Singh said. Banfield Pet Hospital is owned by Mars Veterinary Health, a subsidiary of pet food and candy conglomerate Mars. "If you notice, there has been little to no innovation in pet health over the last decade, and yet in the last three years, there's been more innovation in pet health than in the last decade or 20 years," Singh said. Michael Nagle | Getty ImagesChewy said the program was created to make vet care more affordable and accessible to everyone.

We're selling 100 shares of Qualcomm (QCOM) at roughly $122.84. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 525 shares of Qualcomm, decreasing its weighting in the portfolio to about 2.24% from 2.66%. However, shares of chipmaker Qualcomm were standing out in a sea of red, up about 2% late in the session. What this basically means is that the analysts see an upcoming event that could drive a negative move in a stock price. Qualcomm shares are having a strong showing in a weak market Wednesday, and the gains are extending the stock's run to about 12% year to date.

☆ Eli Lilly is the best of both worlds — a recession-resistant stock with major growth potential
▼ + stars: | 2023-01-11 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +7 min

The year ahead is pivotal for Eli Lilly (LLY) as the pharmaceutical giant looks to advance drugs in its stellar pipeline. It's a dynamic that, in many ways, embodies the Club's thinking on Eli Lilly, one of our 10 core holdings . In the meantime, Eli Lilly is set to release Phase 3 data for a number of different studies in 2023. Eli Lilly has already asked U.S. regulators to expand the drug's approved uses to obesity, in addition to being sold as Mounjaro for type 2 diabetes. Traders work beneath monitors displaying Eli Lilly signage on the floor of the New York Stock Exchange.

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☆ It's too early to share Wall Street's renewed optimism for mega-cap tech stocks
▼ + stars: | 2023-01-06 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Some Wall Street analysts are starting to like Big Tech again, following the sector's beatdown in 2022. What Wall Street is saying Piper Sandler called out Club stocks Alphabet (GOOGL) and Amazon (AMZN) as top buys. As a result, Snapchat (SNAP) and Club name Meta Platforms (META) can now only track your activity outside of their own apps if you allow it. Piper analysts note that year-over-year comps for Amazon will be easier in 2023 than they were last year. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

We're buying 10 shares of Humana (HUM) at roughly $492 apiece. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 110 shares of HUM, increasing its weighting in the portfolio to 1.96% from 1.78%. 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. Traders on the floor of the New York Stock Exchange (NYSE) in New York, on Tuesday, Jan. 3, 2023.

☆ The tech IPO market collapsed in 2022, and next year doesn't look much better
▼ + stars: | 2022-12-29 | by ( Ari Levy | ) www.cnbc.com time to read: +7 min

The Stockholm-based company raised financing at a $6.7 billion valuation this year, an 85% discount to its prior valuation of $46 billion. Butler doesn't expect the IPO market to get appreciably better in 2023. Butler also thinks that Silicon Valley has to adapt to a shift away from the growth-first mindset before the IPO market picks up again. Butler said he expects this "cultural reset" to take a couple more quarters and said, "that makes me remain pessimistic on the IPO market." Databricks raised $1.6 billion at a $38 billion valuation in August of 2021, near the market's peak.

Following Thursday's trade, Jim Cramer's Charitable Trust will own 110 shares of Costco, decreasing its weighting in the portfolio to 2% from 3%. Costco reported retail sales for November Wednesday night — and for the first time in a long time, the results showed some weakness. To be fair, global comparable sales for the four-week period increased 4.3% — or 5.3% on a core basis, excluding the impacts from changes in gasoline prices and foreign exchange. But the core results represented a big miss from the 8.5% consensus estimate and represented a notable deceleration from October's 6.7% core increase. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ China protests send global stocks lower as strategists see Covid disruption persisting
▼ + stars: | 2022-11-28 | by ( Elliot Smith | ) www.cnbc.com time to read: +3 min

Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Nov. 9, 2022. Michael Nagle | Bloomberg | Getty ImagesGlobal stocks pulled back on Monday after rare protests erupted across China over the weekend amid growing unrest over the country's zero-Covid policy. An apparent easing earlier this month had fueled hopes of a gradual easing of the country's strict Covid controls. Meanwhile, profits at China's industrial companies fell 3% from January to October as Covid curbs stymied activity. "While the setback to sentiment from protests in mainland and tightening of Covid restrictions in several cities are unlikely to bode well for sentiment, we are cautious not to interpret these as overly bearish."

“We can’t stress this enough — plan ahead and arrive early if you’re traveling during the #Thanksgiving holiday travel period,” the airport tweeted. Travelers at Terminal 5 at John F. Kennedy International Airport (JFK) ahead of the Thanksgiving holiday in New York, US, on Wednesday, Nov. 23, 2022. Michael Nagle/Bloomberg/Getty ImagesNewark Liberty International Airport echoed LGA in suggesting passengers should plan ahead and aim to arrive at the airport early. “Due to the increased number of travelers during the holiday, allow extra time for travel, check-in and security.”John F. Kennedy Airport also said passengers traveling Sunday should plan ahead and arrive early. JFK tweeted from its verified account, “Budget extra travel time to arrive at #JFK Airport, park in your reserved spot, check in, and get through security.”

☆ JCPenney was once a shopping giant. Can it make a comeback?
▼ + stars: | 2022-11-27 | by ( Nathaniel Meyersohn | ) edition.cnn.com time to read: +14 min

People walk past a JCPenney store at the Queens Center Mall in New York in 2016. The Denver Post/Getty Images Shoppers hurry across an intersection in front of a JCPenney store in Denver in 1964. Anne Cusack/The Los Angeles Times/Getty Images Customers shop at a new JCPenney store in New York in 2009. Mary Altaffer/AP A customer goes down an escalator at a JCPenney store in Westminster, Colorado, in 2009. Don Emmert/AFP/Getty Images JCPenney CEO Jill Soltau speaks during an interview in Fort Worth, Texas, in 2019.

☆ 5 Club stocks that did worse than the Nasdaq since year-ago record but are well-liked by analysts
▼ + stars: | 2022-11-23 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

It turns out the tech-heavy index peaked on Nov. 22, 2021, one session after its last closing record. Using the one-year anniversary of the Nasdaq's record , we wanted to see where Wall Street stands on the 13 Nasdaq-listed stocks in the Club portfolio. From here, though, 72.7% of the 44 analysts who cover the stock consider the stock a buy or buy equivalent. Facebook-parent Meta Platforms was the worst-performing Club stock in the Nasdaq since its 2021 peak. Conversely, the vast majority of analysts — 90.4% to be exact — have a buy or buy-equivalent rating on Microsoft shares.

☆ Testing Meta’s Quest Pro VR headset with CNBC Technology Executive Council members
▼ + stars: | 2022-11-18 | by ( Susan Caminiti | ) www.cnbc.com time to read: +3 min

Much of this vision hinges on Meta's $1,500 Quest Pro headset, which went on sale last month. The new virtual reality headset has some noted improvements over the mass consumer $400 Quest 2 headset model (which will remain on sale, though a Quest 3 is expected next year) — notably better sound and sensors. The Quest Pro can track your eyes and face, so your avatar can make the same faces that you do. Meta is betting that businesses, not consumers, are going to be the first big market for the Pro headset. Mark Zuckerberg, chief executive officer of Meta Platforms Inc., demonstrates the Meta Quest Pro during the virtual Meta Connect event in New York, US, on Tuesday, Oct. 11, 2022.

☆ In a tech downturn, breakout stars of venture capital are going abroad to hunt for funding. Here's why.
▼ + stars: | 2022-11-14 | by ( Melia Russell | ) www.businessinsider.com time to read: +9 min

The flow of capital motivated more investors to split from established firms and raise their own funds, but it hasn't always been easy. For years they've gone abroad to raise capital from limited partners, mostly wealthy individuals and family offices. This isn't new territory for international investors. He continues to use his personal wealth to back startups and venture funds mostly stateside, including Sequoia Capital, Andreessen Horowitz, and Brianne Kimmel's Worklife Ventures. Even those with ties to international investors may struggle to raise funds as fears of a global recession escalate.

☆ Cramer: Meta layoffs show Mark Zuckerberg 'got religion' on costs, but he must cut more
▼ + stars: | 2022-11-09 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Jim had been calling on Meta and other tech companies for months to recognize the severity of the global macro headwinds and to reduce their costs. As a knock-on effect, this capex reduction from Meta may be causing some of the pressure we're seeing in semiconductor stocks, an area that caught a bid following Meta's initial expense guide. Reduction of annual capex by at least $5 billion; instead management guided for a $2 billion 2023 capex reduction at the high-end of its previous range, as mentioned this in more detail earlier. Management initially guided for total expenses in 2022 to be in the range of $91 billion to $97 billion. Mark Zuckerberg, chief executive officer of Meta Platforms Inc., speaks during the virtual Meta Connect event in New York, US, on Tuesday, Oct. 11, 2022.

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☆ Cramer: I was wrong about Meta, never thought Zuckerberg would spend without any discipline
▼ + stars: | 2022-10-27 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +4 min

Jim Cramer on Thursday apologized for thinking Meta Platforms (META) would be disciplined on expense growth during this period of economic uncertainty. Cramer's expression of regret came as shares of Club holding Meta plunged in premarket Thursday, falling more than 23% to below $100 apiece. "I had thought there'd be an understanding that you just can't spend and spend right through your free cash flow, that there had to be some level of discipline," Cramer said. I did not think the company would be as ill-advised as to spend through what they have, without any discipline whatsoever," Cramer said. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Wall Street is being shortsighted on Meta Platforms, ignoring things that can go right
▼ + stars: | 2022-10-12 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

Club holding Meta Platforms (META) seems to be a hated stock on Wall Street no matter what it does. The stock hit a new 52-week low Wednesday, one day after the company unveiled its new Quest Pro headset at its 2022 Meta Connect conference. Quest Pro Starting with the Meta Quest Pro, at $1,500, the headset is targeting a different audience than its Meta Quest 2 counterpart, which starts at $400. Tools and partnerships While the Quest Pro is impressive in its own right, what makes it really intriguing are the tools and partnerships that were announced with it. The Meta Quest Pro headset during the virtual Meta Connect event in New York, US, on Tuesday, Oct. 11, 2022.

Monday's Amazon add follows last week's selloff, which brought the S & P Oscillator to an extreme oversold reading. The S & P Oscillator is a technical indicator that has guided us through oversold and overbought conditions in the market countless times over the years. After Friday's market decline, the Oscillator moved even deeper into oversold territory with a reading of minus 10.66%. The S & P Oscillator does not break 10% too often, but this is not the first time this year it's happened. In fact, the last time the S & P Oscillator was this low was minus 10.51% on June 16.

We're buying 25 shares of Microsoft (MSFT) at roughly $240 each. In addition to the oversold Oscillator, we're putting some cash to work Thursday as a counter to the poor sentiment in the market. But at a minimum, we think these indicators suggest there's a lot of negativity already priced into the market. 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.

☆ 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.

The solution: The best investors do both — maintain a long view while also focusing on the shorter term. For the sake of this exercise, let's consider one end of the barbell to be the "long-term view," and on the other the "short-term focus." Long-term view stocks First the long-term view: These stocks will be the more passively managed names and identifying them is what will free us up to focus on those that require more active management. As a result, the long-term view beats the near-term dynamics. With the earnings serving to confirm our long-term view, we took a shot at around the $2,600 level — $2,628.56 to be exact.

With the term “personal taxes,” however, Mr. Garten appears to be conflating income taxes with other federal taxes Mr. Trump has paid — Social Security, Medicare and taxes for his household employees. Fragments of Mr. Trump’s tax returns have leaked out before. Mr. Agalarov’s father, Aras, a billionaire who boasts of close ties to Mr. Putin, was Mr. Trump’s partner in the event. Mr. Trump’s avoidance of income taxes is one of the most striking discoveries in his tax returns, especially given the vast wash of income itemized elsewhere in those filings. When they got to line 56, the one for income taxes due, the amount was the same each year: $750.

☆ Wall Street breaks down how to trade the 2020 election, from a Trump triumph to a Biden blue wave
▼ + stars: | 2020-07-14 | by ( Business Insider | ) www.businessinsider.com time to read: +5 min

Whether or not you're ready, that moment has arrived in the form of the US presidential election. It's less than four months away, and Wall Street has already started turning its sights on what could transpire. Here are the 6 trades it recommends to profit from a Trump triumph — and 10 for a Biden blue wave. Read the full story: GOLDMAN SACHS: Wall Street is bracing for a historically wild stock market as the presidential election nears. Exclusive interviews with Gen Z day-traders throwing Wall Street for a loopReuters / Lucas JacksonA wave of retail investors has flooded the stock market with speculative bets and unexpected picks — and Wall Street is struggling to make sense of the trend.

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