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We're buying 25 shares of Constellation Brands (STZ) at roughly $230.60 each. Our thesis all year has been that beer demand tends to be resilient in a macroeconomic slowdown, and we think the risk of trade-down from Constellation's one-of-a-kind Mexican beer portfolio is minimal. Lastly, we believe that Constellation Brands trading at a steep discount to other beverage stocks makes it attractive. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Trucks with Constellation Brands Inc. Corona and Modelo beer sit during a delivery in the Zona Rosa neighborhood in Mexico City, Mexico.

These buys come as our favorite technical analyst Larry Williams suggested earlier in the week that a Santa Claus rally was in the play. We are adding to an oil position, Devon Energy . With this backdrop, we're adding to Devon Energy, a position we've trimmed much higher and have been slow to build back up. 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.

Following Tuesday's trade, Jim Cramer's Charitable Trust will own 1,275 shares of DIS, increasing its weighting in the portfolio to 4% from 3.78%. Of course, the Oscillator could become more oversold from here and the market could continue to drop. At a minimum, we think the oversold Oscillator serves as a reminder that stocks have been hit hard in a very short period and we should start thinking more opportunistically. We thought the nearly 4.8% selloff in Disney stock was excessive. Now trading in the mid-$80s, Disney shares are roughly $5- to $6-per-share lower than where it traded before the CEO switch .

Following Friday's trade, Jim Cramer's Charitable Trust will own 2,375 shares of HAL, increasing its weighting in the portfolio to about 3.04% from about 2.85%. Halliburton is currently going through a period where an extremely tight equipment market has given the company tremendous pricing power. While it has been a good year already for EMR shareholders with the stock up nearly 3%, we believe the stock can outperform again next year. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. A Halliburton oil well fielder works on a well head at a fracking rig site January 27, 2016 near Stillwater, Oklahoma.

We are taking advantage of Thursday's selloff by adding to our Emerson Electric position into weakness, one day after initiating the position . 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 initiating a position in Emerson Electric (EMR) Wednesday, buying 150 shares at roughly $97.91 apiece. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 150 shares of EMR, representing about 0.5% of the portfolio. Ever since Lal Karsanbhai took over as CEO in 2021, Emerson has accelerated its portfolio transformation to create value for shareholders and become a pure-play automation company. In May, the company closed the combination of its industrial software business with Aspen Technology (AZPN) to create a global industrial software leader. 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 150 shares of Cisco Systems (CSCO) at roughly $49 each. In addition, we are selling 75 shares of Qualcomm (QCOM) at roughly $121 each. To be fair to Cisco, the quarter was a clean revenue and earnings-per-share beat, with a raise to the full-year outlook. 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.

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.

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.

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.

We're buying 100 shares of Devon Energy (DVN) at roughly $67.41 each. Following Monday's trade, the Trust will own 400 shares of DVN, increasing its weighting in the portfolio to 0.93% from 0.7%. But we're going to be small buyers of the dip, choosing to add to our position in exploration and production company Devon Energy . 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.

We are buying 40 shares of Estee Lauder (EL) at roughly $219.55 a share each. We have called Estee Lauder the single best way to play a China reopening. Estee Lauder gets about one-third of its sales from travel and its travel retail business is highly dependent on tourism in Asia. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. A sales assistant arranges lipsticks at an Estee Lauder store.

Following Monday's trade, Jim Cramer's Charitable Trust will own 325 shares of Microsoft, decreasing its weighting in the portfolio to 2.79% from 3.2%. Tech stocks soared in response to cooler-than-expected inflation data , which provided hope that the Federal Reserve could slow the pace of interest rate hikes next month. Although tech stocks tend to see their valuations (price-to-earnings multiples) expand when interest rates fall, we remain guarded around tech companies that may struggle to deliver on earnings due to macroeconomic pressures. 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 selling 125 shares of Morgan Stanley (MS) at roughly $90.44 each, and buying 45 shares of Constellation Brands (STZ) at roughly $242.25 each. We're taking the Morgan Stanley funds and redeploying them into Constellation Brands on a nearly dollar-for-dollar basis. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Andrew Kelly | ReutersWe're selling 125 shares of Morgan Stanley (MS) at roughly $90.44 each, and buying 45 shares of Constellation Brands (STZ) at roughly $242.25 each. We're taking the Morgan Stanley funds and redeploying them into Constellation Brands on a nearly dollar-for-dollar basis.

We are restricted from trading nearly every tech stock in the portfolio Thursday so unfortunately there's not a lot we can do right now for the Club portfolio. Our approach Thursday would be to pick one or two of our tech stocks that are up significantly and only lightly trim. 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 .

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.

Our afternoon trim is in accordance with our discipline of raising cash when the market is overbought, according to the S & P Oscillator . Of course, the Oscillator could become even more overbought from here, and stocks can always move higher. But at a minimum, we think an overbought Oscillator serves as a reminder that stocks have had a solid run lately and could be due for a rest. Over the past month, Linde shares have gained about 16% compared to the S & P 500 's move of less than 7%. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

We're buying 100 shares of Coterra Energy (CTRA) at roughly $28 each. Following Friday's trade, the Jim Cramer's Charitable Trust will own 1,400 shares of CTRA, increasing its weighting in the portfolio to 1.44% from 1.34%. Shares of Coterra Energy dropped more than 8.5% on Friday, following the after-the-bell release of third-quarter results by oil and natural gas exploration and production (E & P) company. Earnings and revenue beat expectations, but free cash flow, while robust, was a little bit below analyst estimates. We also don't see it really impacting our cash flow significantly over the next 3 to 5 years."

We're exiting our position in Marvell Technology (MRVL), selling our last 900 shares at roughly $38.86 each. Given our desire to become even more defensive around our portfolio and reduce our exposure to tech, we're making the tough decision Thursday to move on from Marvell Technology . Over the past few years, we've booked significant profits in the stock — in some cases, those gains were well above 200%. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Matt Murphy, president and CEO of Marvell Technology.

Following Monday's trade, Jim Cramer's Charitable Trust will own 470 shares of AMD, decreasing its weighting to about 1% from 1.6%. This small sale of Advanced Micro Devices is consistent with what we explained last Monday when downgrading our rating of the semiconductor stock to a 2. 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.

We're buying 25 shares of Estee Lauder (EL) at roughly $213.94 each. We believe Estee Lauder fits this criteria and this is a stock we started buying in late September . But this multiple is down from roughly 46x earnings when we exited the position in December 2021 at around $360 . Additionally, the stock's forward price to earnings multiple is now back to its pre-pandemic levels, an important consideration during this great reset of valuations. A sales assistant arranges lipsticks at an Estee Lauder store.

Following Monday's trade, the portfolio will own 390 shares of STZ, increasing its weighting to 3.24% from 3.08%. We could not buy the stock last week as we were restricted from trading it because Jim mentioned it on television. 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.

We're initiating a position in Estee Lauder (EL), buying 75 shares at roughly $224.37 each. After not chasing Tuesday's higher open on Wall Street, we're putting some cash to work in the afternoon in a Club Bullpen stock that we have owned in the Trust in the past. We are calling up Estee Lauder from our Bullpen watch list. When the pandemic hit and department stores temporarily closed their doors, Estee Lauder pivoted quickly and built out direct-to-consumer channels like e-commerce. 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 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.

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.

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