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☆ I went to Tractor Supply and saw why Wall Street loves the rural retailer, but I wasn't convinced of its appeal to millennial and Gen Z shoppers
▼ + stars: | 2023-05-14 | by ( Dominick Reuter | ) www.businessinsider.com time to read: +1 min

Tractor Supply Co. is an 85-year-old rural retailer that has recently become a Wall Street favorite. It owns more than 2,300 midsize stores in rural and suburban areas across the US, and sales are booming. The CEO credits millennials for the growth, but the brand appears geared to older, wealthier customers. Top editors give you the stories you want — delivered right to your inbox each weekday. Insider went to a Tractor Supply Co. location in Wisconsin and found a store that specializes in selling sensibly priced stuff for people with expensive hobbies.

☆ We're making five price target changes and one rating upgrade after a crazy week of earnings
▼ + stars: | 2023-05-07 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

AAPL YTD mountain Apple YTD performance Apple (AAPL): We're raising our price target to $185 per share from $175 in response to the strong quarter Thursday evening. LLY YTD mountain Eli Lilly YTD performance Eli Lilly (LLY): We're increasing our price target on Eli Lilly again, this time to $460 per share from $430. Our new price target is in reaction to the positive Alzheimer's drug trial data that was much better than what we expected. HAL YTD mountain Halliburton YTD performance Halliburton (HAL): We are lowering our price target on this North American-focused oil services giant to $40 per share from $48. SBUX YTD mountain Starbucks YTD performance Starbucks (SBUX): We're bumping up our price target to $125 per share from $120 and upgrading our rating to a 1 following the stock's pullback in reaction to the recent earnings result .

☆ Energy stocks were due for Friday's rally. Here's how we're approaching our oil-and-gas names now
▼ + stars: | 2023-05-05 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

Oil stocks showed signs of life Friday, boosted by a sharp rise in crude prices. CTRA YTD mountain Coterra Energy YTD performance A bright spot in Friday's trading was Club holding Coterra Energy (CTRA), which rose as much as 9% before giving back some of those gains. "This is the beginning, I think, of a real trend in oil," Jim Cramer said Friday. Our calculus on energy stocks has changed as a result of this vicious move. HAL YTD mountain Halliburton YTD performance We took advantage of that notion early Friday with the Pioneer purchase.

☆ DC Studios' future begins with Marvel's 'Guardians of the Galaxy Vol 3'
▼ + stars: | 2023-05-04 | by ( Sarah Whitten | ) www.cnbc.com time to read: +15 min

And, for once, the success of a Marvel film could bode well for the future of its longtime adversary. On the theatrical side, DC Studios has announced five new projects that will roll out starting in 2025 with Gunn's own "Superman: Legacy." "And I think Marvel Studios, sooner rather than later, needs to tell us what's going on with Spider-Man." He sees this as the result of predictable plotlines within the genre that are repeated across both studios' films. Marvel Studios

☆ These 7 Club holdings are using pricing power to boost profits this earnings season
▼ + stars: | 2023-04-28 | by ( Paulina Likos | ) www.cnbc.com time to read: +9 min

Pricing power is what's allowing many companies — including seven of our Club holdings — to support revenue growth and enhance, or at the very least protect, profitability during an earnings season marked by a still-elevated inflationary environment. When we're talking about "pricing power," it's the ability of companies with strong brands to raise prices without seeing too much impact on demand. Here's a list of Club holdings with pricing power, starting with a closer look at P & G. PG YTD mountain Procter & Gamble's stock performance year to date. LIN YTD mountain Linde's stock performance year to date. Halliburton has exhibited strong pricing power due to massive demand from global end markets, benefitting from years of under-investment in drilling.

☆ Here’s our April rapid-fire update on the stocks in Cramer’s Charitable Trust
▼ + stars: | 2023-04-26 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +10 min

When AMD reports earnings next week, we'll be looking for signs that its integration of Xilinx has proven a success. Amazon (AMZN): Investors will be looking closely at profit margins and the growth rate at cloud unit Amazon Web Services when the company reports earnings after the closing bell Thursday. After a disappointing fourth-quarter print, we're hoping to see evidence that CEO Jim Farley has righted the ship. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ Ed Sheeran plagiarism trial erupts in laughs over nerdy, computer-generated version of 'Let's Get It On'
▼ + stars: | 2023-04-26 | by ( Laura Italiano | ) www.businessinsider.com time to read: +3 min

Ed Sheeran is on trial in federal court in Manhattan, fighting a copyright infringement lawsuit. Laughter broke out Wednesday as an expert played a nerdy 'AI' version of Marvin Gaye's soul classic. "Come on, come on, come on, come on, come on baby," the voice continued, without apostrophes or groove. "It was hideous," Griffin Townsend told Insider of the robotic rendition of her father's song that was played for jurors on Wednesday. "Most pop songs can fit over most pop songs," he told jurors of the two songs' overlapping chord structure.

☆ Halliburton's first-quarter results validate our reasons for owning the stock
▼ + stars: | 2023-04-25 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

In addition to its top-and-bottom line beats, Halliburton also posted better-than-anticipated operating margin and operating cash flow. Halliburton's free cash flow disappointed. As a reminder, in January, Halliburton announced a new framework to return at least 50% of annual free cash flow via dividends and buybacks going forward. Halliburton's free cash flow came in at negative $105 million in three months ended March 31, compared with estimates of positive $134 million. It's important to remember the weakness is largely due to normal seasonal trends, a dynamic also impacting Halliburton rival SLB, which last week reported negative first-quarter free cash flow, too.

☆ Big Tech earnings are on deck this week. Why that matters
▼ + stars: | 2023-04-23 | by ( Krystal Hur | ) edition.cnn.com time to read: +6 min

New York CNN —With Microsoft, Alphabet, Amazon and Meta Platforms all slated to report earnings this coming week, investors are turning their attention away from bank earnings to Big Tech. Another major theme for tech earnings is the race toward artificial intelligence. Earnings reports from Meta Platforms (META), Boeing (BA) and ServiceNow (NOW). Earnings reports from Amazon (AMZN), MasterCard (MA), T-Mobile (TMUS), Keurig Dr Pepper (KDP) and Capital One (COF). Earnings reports from Exxon Mobil (XOM), Chevron (CVX), Colgate-Palmolive (CL) and New York Community Bancorp (NYCB).

☆ Russia's war on Ukraine latest: Moscow expels German diplomats
▼ + stars: | 2023-04-22 | by ( ) www.reuters.com time to read: +2 min

April 22 (Reuters) - Russia said it was expelling a number of German diplomats in a tit-for-tat move. Germany did not immediately confirm any expulsions of its own, but said the arrival of a Russian government plane in Berlin was connected to the issue. Russia's RIA Novosti news agency said Germany had decided to expel more than 20 Russians. TANKS, BATTLE* Russia's Defence Ministry said Russian forces had captured three more blocks in the western part of the Ukrainian city of Bakhmut. * The U.S. said on Friday it would soon start training Ukrainian troops to use its Abrams tanks as Germany announced a deal to establish a hub in Poland to repair German Leopard tanks deployed in Ukraine.

☆ Big Tech earnings, crucial inflation call — here comes the biggest week of earnings season
▼ + stars: | 2023-04-22 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Stocks stuck to a holding pattern this week as investors brace for an incoming wave of Big Tech earnings and the Fed's favorite inflation reading. Earnings reports have generally been better than expected so far this first quarter. Humana (HUM) reports before the bell Wednesday; Meta Platforms and Pioneer Natural Resources (PXD) report after the bell Wednesday. ET: Personal Spending & Income (includes PCE Price Index) Club trades this week Just one trade: We added 150 shares of Coterra Energy (CTRA) on Wednesday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Naftogaz held talks with US oil companies about energy projects in Ukraine -FT
▼ + stars: | 2023-04-21 | by ( ) www.reuters.com time to read: +2 min

Oleksiy Chernyshov, chief executive of Naftogaz, told the FT that he held meetings in Washington with Halliburton and ExxonMobil in recent days. The talks with Exxon and Chevron are at an early stage and would take longer to yield results, FT said. The talks are a part of Ukraine's push to increase natural gas production. Ukraine has substantial reserves of natural gas, but consumption far outstrips production and the country is forced to import gas. Last month, Chernyshov said he plans to increase its natural gas production by more than 5% in 2023 to 19 billion cubic metres despite the Russian invasion.

☆ A.I. takes center stage at HIMSS health conference
▼ + stars: | 2023-04-21 | by ( Ashley Capoot | ) www.cnbc.com time to read: +5 min

HIMSS conference attendees walk the exhibition floor Source: HIMSSDebates over artificial intelligence and its role in health care took center stage at the HIMSS Global Health Conference in Chicago this week, where more than 35,000 physicians, executives, engineers and health-care workers convened to discuss the latest advancements in health and technology. Generative AI refers to programs that can use fairly complicated prompts from end users to generate text or images. Just as generative AI has captured the attention of the general public, it has also captivated the medical community. HIMSS attendees told CNBC they believe generative AI can help with these tasks. More than 35,000 people attended the HIMSS conference in 2023 Source: HIMSS

☆ These 11 Club stocks have boosted their dividend payouts this year. Here's a list and who's next
▼ + stars: | 2023-04-21 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +4 min

Johnson & Johnson (JNJ) and Costco Wholesale (COST) became the latest Club holdings to hike their payouts this week, bringing the year-to-date total to 11. Cisco Systems (CSCO), meanwhile, raised its dividend by a more modest 2.6%, to 39 cents a share, from 38 cents. Here is the full list of the Club stocks that have raised their dividends this year. In the case of these 11 Club holdings, the dividend increases are favorable developments, even if the magnitude varies from company to company. It is no surprise Johnson & Johnson, Procter & Gamble (PG) — which delivered a quarterly earnings beat Friday — and Linde (LIN) have raised their dividend already this year.

☆ Club meeting recap: Stocks edge down, Halliburton, Humana
▼ + stars: | 2023-04-21 | by ( Paulina Likos | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. The firm said Humana stock is undervalued, given "multiple levers of upside" to management's guidance, along with Medicare Advantage market-share gains. 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.

☆ Oilfield firm Baker Hughes beats profit estimate
▼ + stars: | 2023-04-19 | by ( ) www.reuters.com time to read: +1 min

[1/2] The logo of Baker Hughes (BKR) is seen in this image provided July 21, 2020. Baker Hughes/Handout via REUTERSApril 19 (Reuters) - Oilfield technology firm Baker Hughes Co (BKR.O) beat first-quarter profit estimates on Wednesday, boosted by higher demand for its services from oil and natural gas producers looking to cash in on a recovery in China and strong prices. The average North America rig count for the quarter stood at 948, 12% higher than the previous year, as per Baker Hughes data. Baker Hughes kicks off first-quarter earnings for the oilfield services industry. Industry leader SLB (SLB.N) is expected to report quarterly results on Friday and Halliburton Co (HAL.N) on Tuesday.

☆ Former Wales forward Robson-Kanu offers his services to Wrexham
▼ + stars: | 2023-04-19 | by ( ) www.reuters.com time to read: +1 min

April 19 (Reuters) - Former Wales forward Hal Robson-Kanu has offered to come out of retirement and play for Wrexham, the fifth tier club owned by Hollywood stars Ryan Reynolds and Rob McElhenney, with his salary donated to charity. Wrexham are four points clear of Notts County at the top of the National League with two games remaining after beating Yeovil Town 3-0 on Tuesday. "I’ll come out of retirement and come and play for @Wrexham_afc next season. I’ll also give my salary to the charity of the fans choosing," Robson-Kanu wrote in reply to an Instagram post by Reynolds after the Yeovil match. Robson-Kanu, now 33, was capped 46 times by Wales and scored a famous goal in a 3-1 win over Belgium in the 2016 European Championship quarter-finals.

[1/2] The logo of Baker Hughes (BKR) is seen in this image provided July 21, 2020. Baker Hughes/Handout via REUTERSApril 19 (Reuters) - Oilfield firm Baker Hughes Co (BKR.O) beat first-quarter profit estimates on Wednesday, as stronger oil prices supported demand for its equipment and services. Shares of Baker Hughes were up 1.4% in pre-market trading at $29.90 each. Revenue from Baker's Oilfield Services & Equipment business rose 19% year-over-year, while sales in its Industrial & Energy Technology business grew by 18%. Baker Hughes kicks off first-quarter earnings for the oilfield services industry.

BARONE The book could not be staged as-is now, just as much of opera makes you cringe the closer you look. VINCENTELLI The “Phantom” legacy is most visible in business terms, with a generation of blockbusters that run for years, decades even. The current “Sweeney Todd” revival has luscious orchestrations but the staging and most of the performances are so timid. A couple of years ago I saw “Phantom” at the Finnish National Opera in Helsinki. “Phantom” is similar to Puccini not only in its music, but also in its specificity; you can’t really stretch Puccini, conceptually, and with “Phantom,” you have to either go big or go home.

☆ Analysts expect a big earnings drop this season. These 14 stocks are set to buck the trend
▼ + stars: | 2023-04-07 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

First-quarter earnings per share for the S & P 500 are set to decline by 7% compared with the year-ago period, Goldman Sachs said in a note to clients Wednesday. That's why we spend less time worrying what the S & P 500 will earn and focus more on how individual companies are performing . Some S & P 500 sectors, like consumer discretionary and energy, are poised to grow profits compared with 2022, according to Goldman. Within the Club's portfolio, we found 14 companies that are set to report positive earnings growth this earnings season, according to FactSet estimates. As always, we'll analyze both our companies' earnings reports and consider their guidance to ensure our investment rationale is still intact.

☆ Here are the 6 stocks we traded at the start of the second quarter — and why
▼ + stars: | 2023-04-06 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

But the first week of trading of the second quarter got off to a rocky start, forcing us to recalibrate our approach to the market. But as the week progressed, stocks came under pressure amid signs the labor market is softening, fueling fresh investor fears of a recession. That prompted many investors to dump technology stocks in favor of defensive sectors like health care and consumer staples. We plan to stick with these three oil stocks, given energy prices are likely to move even higher amid ongoing geopolitical turmoil. Thursday We ended the trading week by purchasing this automation-focused industrial giant on weakness.

☆ Investing Club mailbag: What's the minimum pullback before I can buy more shares?
▼ + stars: | 2023-04-06 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

What does the Club consider the minimum improvement in cost basis before buying more shares? A beta of 1 would indicate that the volatility of the stock is on par with the broader market. As fundamental investors and avid market watchers, we look more to valuation metrics to figure out when to buy. 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 .

☆ These 10 fairly priced stocks are well off recent highs. Here's where we stand on them
▼ + stars: | 2023-04-05 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

52-week high date: April 5, 2022 Percent below 52-week high: 68.4% Forward P/E: 2.1 We continue to view troubled Bausch Health as a wait-and-see situation. CTRA 1Y mountain Coterra's stock performance over the past 12 months. 52-week high date: May 31, 2022 Percent below 52-week high: 26.94% Forward P/E: 9.5 Our view on Pioneer Natural Resources (PXD) is similar to Coterra. 52-week high date: June 8, 2022 Percent below 52-week high: 24.46% Forward P/E: 10.4 Like our two other energy stocks, we want to see another pullback in Halliburton shares before we'd add to our position. 52-week high date: Jan. 27, 2023 Percent below 52-week high: 18.26% Forward P/E: 13.4 Caterpillar is a beaten-down stock worth buying.

☆ What OPEC's surprise production cut means for our oil stocks
▼ + stars: | 2023-04-03 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

Crude prices and oil stocks jumped Monday after OPEC+ members announced a surprise production cut, giving investors an opportunity to pare back their energy exposure. Oil prices rose more than 6% on Monday, with U.S. crude benchmark West Texas Intermediate climbing above $80 per barrel for the first time since early March. Halliburton (HAL) shares surged more than 8% Monday, to over $34 each, as the best-performing Club energy stock. Shares of Coterra Energy (CTRA), our energy stock most focused on natural gas, rose 2.3%. In the short run, Jim Cramer said, oil prices could certainly climb a bit higher, possibly back to the $90-per-barrel level.

Stock Chart Icon Stock chart icon Nvidia's stock performance year to date. Stock Chart Icon Stock chart icon Meta's stock performance year to date. Stock Chart Icon Stock chart icon Devon Energy's stock performance year to date. Stock Chart Icon Stock chart icon Johnson & Johnson's stock performance year to date. Stock Chart Icon Stock chart icon Honeywell's year to date stock performance.

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