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☆ Using a stock replacement strategy to book some gains, but still benefit from a year-end bounce
▼ + stars: | 2023-11-16 | by ( Michael Khouw | ) www.cnbc.com time to read: +4 min

Both numbers topped estimates, and still the stock fell after hours, trading below $240 a share as of this writing. At nearly 9 times revenues and 45 times forward earnings estimates, PANW is not a cheap stock, moreover it is still up sharply on the year, and outperforming considerably. Stock replacement strategy One possibility is a stock replacement, selling one's stock holding and replacing that exposure with options. By using a call spread one can maintain some exposure to the upside in the event the stock bounces back. PANW YTD mountain Palo Alto Networks (PANW) CSCO on the other hand, by some measures at least, is a cheap stock, at just 13 times earnings.

Persons: PANW, we've, CSCO, Chuck Robbins, Scott Herren, ANET Organizations: Palo Alto Networks, Cisco, Verizon, Mobile, Comcast, Arista Networks, Broadcom, Flex, Nvidia, CNBC Locations: Palo

☆ Jim Cramer considers taking profits in Alphabet to maintain discipline in the portfolio
▼ + stars: | 2023-11-16 | by ( Paulina Likos | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer releases the Homestretch audio feature in time for the last hour of trading on Wall Street. Jim Cramer said he's wary about the high concentration of some stocks in the portfolio like GOOGL. 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: Jim Cramer, Stocks, Palo Alto, we're, Jim, Jim Cramer's Organizations: CNBC, Walmart, Cisco, Palo, Club, Costco, Nvidia, Jim Cramer's Charitable Locations: overbought

☆ Palo Alto's pullback on confusion around a key quarterly metric is a buying opportunity
▼ + stars: | 2023-11-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +8 min

Bottom line What should we make of this Palo Alto Networks quarter? Palo Alto has two types of customers: ones that pay annually and others that pay upfront over three years. At the close of regular trading Wednesday, Palo Alto shares were up nearly 84% this year. Total revenue of $1.96 billion to $1.97 billion, with the midpoint of $1.97 billion in line with estimates. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: cybersecurity, we're, billings, Billings, there's, Nikesh Arora, haven't, We've, Arora, Jim Cramer, Jim Cramer's, Jim, Arora Nikesh, Adam Galica Organizations: Palo Alto Networks, Management, LSEG, billings, Alto, Billings, Palo Alto, Palo, Networks, CNBC Locations: billings, Palo, Alto, Palo Alto, Davos, Switzerland

☆ Palo Alto projects downbeat second-quarter billings, shares fall
▼ + stars: | 2023-11-15 | by ( ) www.reuters.com time to read: +1 min

Nov 15 (Reuters) - Palo Alto Networks (PANW.O) on Wednesday forecast second-quarter billings below market expectations and said its billings were "impacted by the cost of money", sending the cybersecurity company's shares down about 6% after the bell. Santa Clara, California-based Palo Alto forecast second-quarter billings in the range of $2.34 billion to $2.39 billion, compared with analysts' expectations of $2.42 billion, according to LSEG data. The company expects its annual billings to be between $10.7 billion and $10.8 billion, compared with its prior forecast range of $10.9 billion to $11 billion. Palo Alto posted a 20% rise in its first-quarter revenue to $1.88 billion, higher than average analysts' estimate of $1.84 billion. Palo Alto earlier this month announced its intention to buy Israeli startup Talon Cyber Security as it looks to beef up its cyber security offerings to enterprises.

Persons: Fortinet, Zaheer Kachwala, Shilpi Majumdar Organizations: Palo Alto Networks, Palo, Palo Alto, Thomson Locations: billings, Santa Clara , California, Bengaluru

☆ Here’s a rapid-fire update on all 35 stocks in our portfolio, including a new industrial
▼ + stars: | 2023-11-15 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +14 min

Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Honeywell International (HON): This is the most undervalued stock in our portfolio, Jim said. In a diversified stock portfolio, Jim said there's always room for high-quality companies like P & G, which also has a track record of raising its dividend. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club.

Persons: Jim Cramer's, Jim, Bausch, That's, Dupont De Nemours, Dupont, Danaher, Walt Disney, Estee Lauder, Locker, Vimal Kapur, we're, We've, we've, Linde, Eli Lilly, Eli, hasn't, Mark Zuckerberg, Meta's, Zuckerberg, Morgan Stanley, Morgan Stanley's, Ted Pick, James Gorman, he's, there's, Patience, Stanley Black, Decker, Wells Fargo, Jim Cramer Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Amazon Web Services, Broadcom, VMWare, Bausch Health, Caterpillar, Costco Wholesale, Coterra Energy, Disney, Eaton Corp, Emerson, Ford, Union Auto Workers, GE Healthcare Technologies, General Electric, GE, Management, Google, YouTube, Honeywell International, Honeywell, Linde, LIN, Reality Labs, Microsoft, Nvidia, U.S, Oracle, Palo Alto Networks, Procter & Gamble, Starbucks, Constellation Brands, Corona, Modelo, Stanley, TJX, Wynn Resorts, WYNN, Trust Locations: China, India, Salesforce's, redeploy

PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance Morgan Stanley named Palo Alto (PANW) its "top pick" ahead of the cybersecurity name's first-quarter earnings release on Wednesday. "Our latest checks largely support a positive view, with partners citing durable demand as customers consolidate on the broader [Palo Alto] platform." Meanwhile, analysts at Cantor Fitzgerald raised their price target for Palo Alto to $280 from $250, a 9.8% upside from the stock's Monday trading level of $255. PG YTD mountain Procter & Gamble (PG) year-to-date performance Jefferies initiated coverage of Procter & Gamble (PG) with a buy rating on shares, citing the company's solid fundamentals and durable earnings stream. Moreover, Procter & Gamble sells the kinds of staples consumers will buy even when budgets are stretched as their are few alternatives.

Persons: Morgan Stanley, Palo, billings, Hamza Fodderwala, Cantor Fitzgerald, we've, Edward Jones, Jefferies, Gamble, Jim Cramer's, Jim Cramer, Jim Organizations: Palo Alto Networks, Palo Alto, Oracle, Nvidia, Microsoft, Constellation, Jefferies, Constellation Brands, Management, Procter & Gamble, Procter, Gamble, CNBC, New York Stock Exchange, NYSE Locations: Palo, Alto

☆ Earnings playbook: How to trade the biggest reports this week, including retail giant Walmart
▼ + stars: | 2023-11-12 | by ( Fred Imbert | ) www.cnbc.com time to read: +4 min

Investors will get a glimpse this week on the state of the consumer with a slew retail companies slated to report earnings. Tuesday Home Depot is set to report earnings before the open, followed by a call at 9 a.m. What history shows: Bespoke data shows Target beats earnings expectations 65% of the time. What to watch: Walmart is riding high, with the stock reaching an all-time high last week on bets of a strong holiday season for the retail giant. What history shows: Walmart was higher in four of the last five earnings days, Bespoke data shows.

Persons: Seth Sigman, Brian Cornell, Michael Lasser, PANW, Hamza Fodderwala, Morgan Stanley, billings, WMT, Oppenheimer, Rupesh, — CNBC's Michael Bloom Organizations: Walmart, Home Depot, CNBC, Tuesday, LSEG, Depot, Federal Reserve, Barclays, Investment, UBS, Palo Alto Networks, Management

☆ What we'd like to see from 3 economic readings and 2 earnings reports next week
▼ + stars: | 2023-11-11 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

The major averages advanced again this week as earnings results came in largely better than expected, interest rates stabilized and oil prices dropped below $80 a barrel. Looking ahead, we'll get a couple more earnings results and some key inflationary data to chew on. In this past week, we bought 150 shares of DuPont (DD) and added 75 shares of Wynn Resorts (WYNN). 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: Stocks, Wynn Resort's, WYNN, we'll, That's, —, we're, it's, PANW, Tyson, Henry Schein, Spero, Sanara, Sara Lee Corp, JD.com, Woodward, Jim Cramer's, Jim Cramer, Jim, Mario Anzuoni Organizations: Nasdaq, Dow Jones, Coterra Energy, Emerson, Disney, PPI, TJX, Palo Alto Networks, DuPont, Wynn Resorts, WYNN, Tyson Foods, TSN, Tower Semiconductor, Partners, Genius Sports, Spero Therapeutics, Star Bulk Carriers Corp, Beauty Health, Asure, Gladstone Capital Corp, TeraWulf Inc, Harrow Health, Afya, Sea, Paysafe Group Holdings, Solar Inc, Aramark Holdings Corp, Lending, Holding, BioXcel Therapeutics, IHS Inc, Rewalk Robotics, Acurx Pharmaceuticals, Energizer Holdings, Power Solutions, Rekor Systems, Wine Estates, Momentus Inc, SIGMA Lithium Corporation, AlTi, QuickLogic Corporation, Arcturus Therapeutics, Dada Nexus, Solutions, Target Corp, Parts, ZIM Integrated Shipping Services, Alto Networks, Cisco Systems, Chemical & Mining Co, PennantPark Investment Corp, Copa Holdings S.A, Walmart, Arcos Dorados Holdings, ARCO, NICE, Body, Warner Music Group Corp, Ross Stores, Homes, Dolby Laboratories Inc, American Software, ESCO Technologies, ZTO, International, BJ's Wholesale, Jim Cramer's Charitable, CNBC, Maxx Locations: Macau, Chile, Cayman, Pasadena , California

☆ Why Cramer would be an 'aggressive buyer' of Coterra Energy
▼ + stars: | 2023-11-10 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a Morning Meeting livestream at 10:20 a.m. "I do think this rally is real," Jim Cramer said Friday. 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: Jim Cramer, Bond, Morgan Stanley, Morgan Stanley's, Jim, Thomas Jorden, Jim Cramer's Organizations: CNBC, Nasdaq, Treasury, West Texas, Palo Alto Networks, Palo, Coterra Energy, repricing Locations: billings, Alto

☆ Cramer's Lightning Round: Uber is a buy
▼ + stars: | 2023-11-10 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

Stock Chart Icon Stock chart icon Advanced Micro Devices' year-to-date stock performance. Stock Chart Icon Stock chart icon Teladoc's year-to-date stock performance. Stock Chart Icon Stock chart icon EQT's year-to-date stock performance. Uber : "[Buy, buy, buy!] Stock Chart Icon Stock chart icon SoFi's year-to-date stock performance.

Persons: Howard Hughes, Jim Cramer's Organizations: Devices, Palo Alto Networks Locations: DoorDash

☆ Palo Alto Networks intends to buy startup Talon Cyber
▼ + stars: | 2023-11-06 | by ( ) www.reuters.com time to read: +1 min

Nov 6 - Palo Alto Networks (PANW.O) said on Monday it intends to buy Israeli startup Talon Cyber Security, as it looks to beef up its cyber security offering to enterprises. Founded in 2021, Talon provides secure browser and security tools to manage access to client servers from third-party and personal devices. The acquisition proposal follows a series of investments by Palo Alto in Israeli firms, which includes various buyouts of local companies since 2012. Most recently, it agreed to acquire Israeli cloud security startup Dig Security for an undisclosed amount. Talon's CEO Ofer Ben-Noon described Palo Alto as an "ideal partner," according to the press release.

Persons: Ofer Ben, Talon, George Kurtz, Arsheeya, Shweta Agarwal Organizations: Palo Alto Networks, Talon, Palo Alto, Security, Evolution Equity Partners, Thomson Locations: Alto, Tel Aviv, Bengaluru

☆ We're thinking about buying more shares in these 3 companies. Here's our internal debate
▼ + stars: | 2023-11-06 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

PANW YTD mountain Palo Alto Networks YTD Shares of Palo Alto Networks dropped another 4% on Monday, adding to Friday's more than 2.5% decline on Fortinet's disappointing full-year guidance. Investors were making assumptions about what Fortinet's concerns might mean for Palo Alto. In August , we told members to pick up shares of Palo Alto, which were down then, like now, on comments from Fortinet's management team. HUM YTD mountain Humana YTD Humana is another name whose stock price action simply does not reflect the fundamentals we saw in the company's most recent earnings report , out last Wednesday. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Palo, That's, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: DuPont, Palo Alto Networks, Caterpillar, Palo, U.S ., Humana, CNBC, Traders, New York Stock Exchange, Getty Locations: overbought, Palo, Palo Alto, Tenable, New York City

☆ Fortinet, rivals tumble as dour forecast signals slowing cybersecurity spending
▼ + stars: | 2023-11-03 | by ( ) www.reuters.com time to read: +2 min

REUTERS/Dado Ruvic/Illustration/File Photo Acquire Licensing RightsNov 3 (Reuters) - Fortinet (FTNT.O) sank 23% and sparked a selloff in cybersecurity stocks with a dismal forecast that compounded fears of slowing client spending in an uncertain economy. Fortinet cut its annual revenue target on Thursday and said it expects current-quarter sales between $1.38 billion and $1.44 billion, below estimates of $1.50 billion, LSEG data showed. Growth is also slowing in some parts of the company's business as demand normalizes after two years of rapid growth during the pandemic. Overall, five brokerages downgraded the company and at least 14 analysts cut their price targets, pushing the median to $60, LSEG data showed. It currently trades at nearly 33 times its 12-month forward earnings estimates, compared with Palo Alto's 44.6 and CrowdStrike's 54.5.

Persons: Dado Ruvic, Raymond James, Keith Jensen, Samrhitha Organizations: REUTERS, Palo, Thomson Locations: Palo Alto, Bengaluru

☆ Jim Cramer blasts warnings from a competitor, says buy cybersecurity leader Palo Alto Networks
▼ + stars: | 2023-11-03 | by ( Morgan Chittum | ) www.cnbc.com time to read: +8 min

Despite doom-and-gloom from a competitor around cybersecurity spending, Jim Cramer said Friday that it's the perfect time to buy industry leader Palo Alto Networks (PANW), considering the onslaught of recent high-profile hacks and breaches. PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance In fact, companies need the services of cybersecurity specialists, Palo Alto, more than ever nowadays. On Oct. 20 , identity management company Okta (OKTA) said its support systems were hacked. Cramer said Palo Alto Networks stands to benefit. Signage outside Palo Alto Networks headquarters in Santa Clara, California, U.S., on Thursday, May 13, 2021.

Persons: Jim Cramer, Fortinet, —, Jim, there's, Estee Lauder, we've, Tracey Thomas Travis, Linda Rendle, Cramer, Needham, Jim Cramer's, David Paul Morris Organizations: Palo Alto Networks, Palo, Boeing, Palo Alto, CNBC, Bloomberg, Getty Locations: Palo Alto, Fortinet, Alto, Palo, Las Vegas, cybersecurity, Santa Clara , California, U.S

☆ Fortinet, rivals fall on concerns around cybersecurity spending
▼ + stars: | 2023-11-03 | by ( Samrhitha A | ) www.reuters.com time to read: +2 min

REUTERS/Dado Ruvic/Illustration/File Photo Acquire Licensing RightsNov 3 (Reuters) - Fortinet (FTNT.O) sank nearly 18% and sparked a selloff in cybersecurity stocks with a dismal forecast that compounded fears of slowing client spending in an uncertain economy. The current losses, if they hold, were set to wipe out nearly $8 billion from the company's market value. Fortinet cut its annual revenue target on Thursday and said it expects current-quarter sales between $1.38 billion and $1.44 billion, below estimates of $1.50 billion, LSEG data showed. Overall, eight brokerages downgraded the company and at least 18 analysts cut their price targets, pushing the median to $59, LSEG data showed. Fortinet shares have risen nearly 18% this year.

Persons: Dado Ruvic, Raymond James, Keith Jensen, Samrhitha, Sriraj Kalluvila Organizations: REUTERS, Competition, Palo, Thomson Locations: Palo Alto, Fortinet, Bengaluru

☆ How our stocks fared in the past 10 Novembers, the strongest month for the market
▼ + stars: | 2023-11-02 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +7 min

April is the S & P 500's second-best month, with an average gain of 1.5%. Club stocks in November Following up on Wednesday's screen of October outperformers , we analyzed our portfolio using FactSet data to see how it fared recently during the historically strongest month of November. All but two of our stocks — Salesforce (CRM) and Coterra Energy (CTRA) — have had a positive average November performance since 2013. The only monthly decline came in November 2021, when the S & P 500 fell 0.83%. Coterra and Salesforce are the worst-performing Club stocks over the past 10 Novembers.

Persons: Jim Cramer, Jim, —, it's, Locker, Morgan Stanley, PANW, It's, Salesforce, doesn't, Jerome Powell's, Powell, Jim Cramer's, Victor J Organizations: Wall Street, Federal Reserve, Dow Jones, Nasdaq, Stock Traders, Coterra Energy, Nvidia, FL, Palo Alto Networks, Starbucks, Palo, GE Healthcare, steadiest Club, Costco Wholesale, Costco, Jim Cramer's Charitable, CNBC, Visitors, New York Stock Exchange, Blue, Bloomberg, Getty Locations: U.S, Palo

☆ These 10 portfolio names outperformed the stock market amid the October decline
▼ + stars: | 2023-11-01 | by ( Morgan Chittum | ) www.cnbc.com time to read: +8 min

AMZN YTD mountain Amazon (AMZN) year-to-date performance Shares of Amazon (AMZN) climbed 4.7% throughout October on the company's better-than-expected third-quarter results . PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance Shares of Palo Alto Networks (PANW) rose 3.7% last month. LLY YTD mountain Eli Lilly (LLY) year-to-date performance Eli Lilly (LLY) stock climbed 3.1% in October after a weak September performance. LIN YTD mountain Linde (LIN) year-to-date performance Shares of Linde (LIN) rebounded on the company's stellar quarterly earnings release last week. CTRA YTD mountain Coterra (CTRA) year-to-date performance Coterra Energy (CTRA) notched gains of 1.7% in October.

Persons: Locker, we're, Foot Locker's, Foot Locker, Andy Jassy, Eli Lilly, LLY, Decker, Stanley Black, Jim Cramer's, Jim Cramer, Jim, Brendan Mcdermid Organizations: Nike, Club, Humana, Microsoft, Big Tech, Amazon, Services, Palo Alto Networks, Alto, Procter & Gamble, Procter, Gamble, LIN, Linde, The, Hamas, CNBC, Traders, New York Stock Exchange Locations: —, Palo, Lilly's, Israel, Palestinian Territories, New York City, U.S

☆ Jamie Dimon's stock-moving trades show why investors should track CEOs' buying and selling
▼ + stars: | 2023-10-28 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +24 min

While executive stock sales — such as Dimon's planned transactions next year — are not universally red flags, they can get complicated. Insider stock sales Executive stock trades are usually disclosed through SEC filings known as Form 4 documents and accessible through the regulator's EDGAR database — the electronic data gathering, analysis, and retrieval system. Rule 10b5-1 trading plans came into the fold just over two decades ago to reconcile these two discordant facts. Adopting Rule 10b5-1 trading plans gives public-company executives a way to protect against allegations of illegal insider trading in the future. Compared with a tiny stock sale executed through a predetermined plan, executive stock buys generally send a much stronger signal: The executive wants to make money, too.

Persons: Jamie Dimon, Dimon, Jim Cramer, Jim, Eliezer Fich, Dimon's, EDGAR, Chester Spatt, Spatt, —, Susan Li, Drexel's, Wharton, Drexel's Fich, Fich, I'm, Nancy Quan's, Quan, Marc Benioff, Carnegie Mellon's Spatt, Benioff, Howard Schultz, Schultz's, Schultz, Carnegie Mellon's, Nikesh Arora, Arora, Charles Scharf, Wells, Sehwa Kim, Kim, Foot, Mary Dillon, Locker, Dillon, Foot Locker, Jim Cramer's, Al Drago Organizations: JPMorgan Chase, JPMorgan, Dow Jones Industrial, Wall, Dimon, Pfizer, Capitol, Drexel University, Club, Securities, Exchange Commission, SEC, Carnegie Mellon's Tepper School of Business, CNBC, Stanford University, University of Pennsylvania's Wharton School, Stanford, Cola, Salesforce, Carnegie, Starbucks, Palo Alto Networks, Alto Networks, Broadcom, Federal Reserve, Washington Service, Columbia Business School, JPMorgan Chase &, Bloomberg, Getty Locations: U.S, Coke, Salesforce, FL

☆ Here are Wednesday's biggest analyst calls: Nvidia, Apple, Microsoft, Gap, Verizon, Alphabet & more
▼ + stars: | 2023-10-25 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Wells Fargo upgrades Gap to overweight from equal weight Wells said the turnaround is taking shape for Gap. Deutsche Bank upgrades Livent to buy from hold Deutsche said it sees an attractive entry point for the lithium company. Bank of America downgrades TransUnion to underperform from buy Bank of America double downgraded the stock due to concerns about consumer lending. Bank of America initiates Syndax as buy Bank of America said it sees upside for the pharmaceutical company. Monness, Crespi, Hardt & Co. downgrades Alphabet to neutral from buy Monness said it's concerned about regulatory headwinds.

Persons: TD Cowen, Freyr, FREY, Goldman Sachs, Goldman, it's, We're, Wells, Needham, Etsy, Piper Sandler, Piper, TRU, SocGen, Bernstein, Deutsche Bank downgrades Corning, 2H24, Jefferies, Monness, Crespi, Hardt, Piper Sandler downgrades Livent Organizations: EV, Apple, BMO, Bank of America, Microsoft, GPS, Alto Networks, Deutsche Bank, Deutsche, Citi, TAM, Barclays, Verizon, Piper Sandler downgrades Regions, Citizens Financial, RF, " Bank of America, Farfetch, Machinery, UBS, Nvidia, Veeva, Commercial, Syndax Pharmaceuticals Locations: EVgo, Cybersecurity, Corning, Albemarle, LTHM

☆ Our top 5 stocks of October so far as Wall Street rebounds from a September slump
▼ + stars: | 2023-10-17 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +6 min

After a rough September, October has so far been much more kind to stocks and has helped Wall Street cut into some of its third-quarter losses . FL mountain 2023-09-29 Foot Locker's stock performance so far in October. LLY mountain 2023-09-29 Eli Lilly's stock performance so far in October. PANW mountain 2023-09-29 Palo Alto's stock performance so far in October. HUM mountain 2023-09-29 Humana's stock performance so far in October.

Persons: Dow, Locker, Foot, Jim Cramer, Eli Lilly's, Eli Lilly, Jim Cramer's, Jim, Angela Weiss Organizations: Dow Jones, Nasdaq, Nike, Novo Nordisk, Palo Alto Networks, Nvidia, Johnson Controls, Palo Alto, Coterra Energy, Exxon Mobil, Club, Natural Resources, Humana, UnitedHealth, CNBC, New York Stock Exchange, Wall, AFP, Getty Locations: Alto, Israel, U.S, New York City

☆ Here's a rapid-fire update on all 36 stocks in our portfolio, including our latest addition
▼ + stars: | 2023-10-11 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +16 min

Here's a rapid-fire update on all stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. After reducing expenses to improve margins on its retail business, Jim said it's on the right track. Costco Wholesale (COST): Costco remains one of Jim's favorite stocks in the entire our entire portfolio. Ford Motor (F): Jim expressed confidence in Ford CEO Jim Farley, as the targeted United Auto Workers strike approaches the one-month mark. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Jim, there's, it's, Bausch, we're, We've, Coterra, Dupont, We're, Nelson Peltz, Peltz, Estee Lauder, Patience, Fabrizio Freda, Emerson, Jim Farley, Ford, Locker, Mary Dillon, GEHC, Vimal Kapur, Bruce Broussard, Broussard, he's, Eli Lilly, Lilly, Mark Zuckerberg, Morgan Stanley, Morgan Stanley's, James Gorman, Laxman Narasimhan, Elliott, Stanley Black, Decker, Piper, Wells Fargo, Wells, Jim Cramer, Jim Cramer Rob Kim Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Federal Trade, Broadcom, VMWare, Bausch Health, Caterpillar, Costco Wholesale, Costco, Coterra Energy, Exxon Mobil, Natural Resources, Disney, ESPN, Hulu, Comcast, Emerson, National Instruments, Ford, United Auto Workers, Nike, GE Healthcare, Electric, GE, Honeywell International, Honeywell, Humana, Linde, LIN, Microsoft, Nvidia, Oracle, Alto Networks, cyberattacks, Palo Alto Networks, Procter & Gamble, Pioneer, Exxon, Constellation Brands, Elliott Management, FactSet, TJX, Marshalls, Wynn Resorts, WYNN, Jim Cramer's Charitable Locations: China, U.S, Maxx, Las Vegas, Boston, Macau, Asia

☆ Looking for a bull market? Jim Cramer says Palo Alto Networks is 'kind of unstoppable'
▼ + stars: | 2023-10-09 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: 1 min

Shares of Palo Alto Networks (PANW) have lately been "just kind of unstoppable," CNBC's Jim Cramer said Monday. You have Palo Alto, which, I think, is the king of it," Cramer said on "Squawk on the Street." Cramer's Charitable Trust, the portfolio used by the CNBC Investing Club, owns Palo Alto shares. In the month of October alone, Palo Alto Networks' stock has climbed nearly 9%, including Monday's roughly 2.5% advance, to around $252 per share. Year to date, shares of Palo Alto have soared more than 80%.

Persons: Jim Cramer, Cramer, Jim Cramer's Organizations: Palo Alto Networks, Trust, CNBC, Club, Palo Alto, Palo Locations: Palo Alto

☆ Don't fear the Fed: A top-ranked fund manager shares her strategy for profiting from companies set to still deliver stronger-than-expected earnings — including 7 stocks she's bullish on
▼ + stars: | 2023-09-28 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

Rising interest rates were fending investors off technology stocks and into value. Instead, she's about identifying companies across various sectors that are embracing digitization to improve productivity in a tight labor market, where job openings outnumber available workers. "In a tight labor market historically, technology spending goes up and technology stocks outperformed," Tengler said. When Tengler bets on pure technology stocks, they must also have strong balance sheets. She's confident that these companies will be able to deliver strong earnings growth in a slowing economic environment.

Persons: Nancy Tengler, Jerome Powell, Tengler, Tengler wasn't, There's Organizations: Nasdaq, Federal Reserve, Laffer, Investments, Meta, Nvidia, Storage, Chipotle, Honeywell, Bureau of Labor Statistics, Broadcom, Palo Alto Networks, Microsoft Locations: Palo

☆ Monthly Meeting Q&A with Jim Cramer on 20 stocks in everything from tech to health care to retail
▼ + stars: | 2023-09-22 | by ( Paulina Likos | ) www.cnbc.com time to read: +11 min

Jeff Marks: The upcoming earnings report should be good considering how strong the beer business is doing. Jim Cramer: Estee Lauder CEO Fabrizio Freda was adamant that this quarter wouldn't be any good so everyone is selling it. (Ronald) Jim Cramer: There is no pressure that could pull oil down with the Saudi Arabia oil cuts and Russia export cuts. Jeff Marks: These oil stocks have become great hedges to inflation again, much like they were last year. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer's, Jeff Marks, Jim Cramer, Johnson, Arbitrageurs, Greg, There's, We're, Elliott Management's, I'd, Elliott, Morgan Stanley, Carey, we've, James Gorman, Jim, Estee Lauder, Fabrizio Freda, there's, Dave Cote, Darius Adamczyk, Vimal Kapur, Darius, hasn't, —, Ronald, Rick, We've Organizations: Investing Club, Broadcom, VMWare, AAA, Constellation Brands, Modelo, Elliott Management, Cisco, Palo Alto Networks, Honeywell, Morgan, Morgan Stanley Laguna, GE Healthcare, Natural Resources, Devon Energy, Halliburton, HAL, Costco, Walmart, Kirkland, CNBC Locations: Canada, Johnson, Mel , Pennsylvania, Manville, New Jersey, U.S, Carey , Virginia, Asia, Kyle , Wisconsin, PANW, Omar , Colorado, Saudi Arabia, buybacks, GEHC

☆ Here's a rapid-fire update on all 35 stocks in the Club's portfolio, including a new buy
▼ + stars: | 2023-09-21 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +12 min

Here's a rapid-fire update on all stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. But for investors who haven't bought into its steep pullback, it's reasonable to buy some shares at current levels around $146.50 each. Unless you believe inflation is going to keep raging, making Microsoft's price-to-earnings multiple too high, then this stock is a buy. Nvidia (NVDA): Investors who don't own Nvidia yet should use its recent weakness to start a position, Jim said. Pioneer Natural Resources (PXD): We decided to buy additional Pioneer shares Thursday as the stock fell more than 2%.

Persons: Jim Cramer's, Jim, Amazon, he's, could've, We're, Jefferies, it's, we'd, Dupont De Nemours, That's, Dupont, Danaher, Bob Iger, Estee Lauder, haven't, Locker, Marry Dillon, Leqembi, Eli Lilly's donanemab, Vimal Kapur, Eli Lilly, Mark Zuckerberg, Morgan Stanley, Morgan, we're, James Gorman, Oracle, Safra Catz, Elliott, Stanley Black, Decker, TJ Maxx, Wells Fargo, Wells, Wynn, Jim Cramer Rob Kim Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Web Services, Broadcom, Google, Bausch Health, Health, Caterpillar, Costco Wholesale, Costco, Coterra Energy, Coterra, Emerson, National Instruments, Ford, United Auto Workers, GE Healthcare, Honeywell International, Honeywell, Linde, LIN, Mounjaro, Meta, Microsoft, Nvidia, Oracle, Palo Alto Networks, Procter & Gamble, Natural Resources, Starbucks, Constellation Brands, Constellation, Elliott Management, TJX, Marshalls, Wynn Resorts, WYNN Locations: China, India, Dupont, Emerson, Meta, Beijing, HomeGoods

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