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☆ Danaher Beats Profit Estimates on Respiratory Testing Demand
▼ + stars: | 2023-10-24 | by ( Oct. | At A.M. | ) www.usnews.com time to read: +2 min

(Reuters) - Danaher on Tuesday beat Wall Street estimates for third-quarter profit as strong demand for its diagnostic tests for respiratory diseases helped soften the blow from weaker sales at the healthcare conglomerate's life-sciences unit. "Revenue in the third quarter came in ahead of our expectations, with Biotechnology performing as anticipated, and higher respiratory testing revenue more than offsetting slightly softer-than-anticipated demand in Life Sciences," Danaher CEO Rainer Blair said in a statement. Rising interest rates squeezed funding needed for drug development programs, weighing on demand for contract research services offered by Danaher and rival Thermo Fisher. On an adjusted basis, Danaher reported a profit per share of $2.02, beating analysts' expectations of $1.87. Third-quarter sales of $6.87 billion also topped estimates of $6.63 billion.

Persons: Rainer Blair, Danaher, Christy Santhosh, Krishna Chandra Eluri Organizations: Reuters, Biotechnology, Life Sciences, Washington D.C, Danaher, Fisher, Applied Solutions

☆ Morning Bid: Big Tech reports as bond yields recoil
▼ + stars: | 2023-10-24 | by ( ) www.reuters.com time to read: +5 min

The two tech giants report after the bell on Tuesday, with Meta (META.O) following on Wednesday and Amazon (AMZN.O) on Thursday. Partly lifted by the year's artificial intelligence craze, the tech behemoths have clearly flattered year-to-date gains of 10% in the overall S&P500. And yet the seemingly endless squeeze in bond markets since midyear has seen megacap indexes (.NYFANG) retreat some 12% from their highs for the year. The upshot of the whole picture is to give U.S. stock futures a lift ahead of the open on Tuesday - with Asia and European bourses in positive territory too as bond markets stabilised. Ten-year U.S. Treasury yields held about 4.83% - some 19 basis points below Monday's peak at 5.02%.

Persons: Brendan McDermid, Mike Dolan, Bill Ackman, Clark, Chubb, Paccar, Centene, Sherwin, Williams, Archer, David Evans Organizations: NVIDIA Corp, New York Stock Exchange, REUTERS, Mike Dolan Big Tech, Microsoft, Meta, Treasuries, U.S, Bank of England, Treasury, Britain's FTSE, Barclays, P Global, Richmond Fed, Philadelphia Fed, Texas Instruments, Verizon, General Electric, NextEra Energy, HCA Healthcare, General Motors, Halliburton, Dow, Waste Management, Daniels, Midland, Reuters, Thomson Locations: New York City, U.S, Gaza, United States, Asia, European, Britain's, Philadelphia, Danaher, Fiserv, Kimberly, Spotify, Dover, Nucor

☆ 3 things to watch in the stock market next week as bond yields hover at 2007 highs
▼ + stars: | 2023-10-21 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +12 min

The usual suspects were to blame — rising bond yields, geopolitical tensions, and oil prices — and will hold the keys to the market this coming week. Earnings are one of the three major themes on the marquee next week, with 10 Club companies reporting. Here are the companies: Danaher (DHR), Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (META), Veralto (VLTO), Honeywell (HON), Linde (LIN), Amazon (AMZN), Ford (F) and Stanley Black & Decker (SWK). 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: —, Jerome Powell, Jim Cramer, Jim, Morgan Stanley, Stanley Black, Decker, Danaher, Veralto, it's, Mark Zuckerberg, We're, Vimal Kapur, Linde, Jim Farley, Ford, FactSet, Powell, WTI, Baker Hughes, Edwards Lifesciences, Northrop, CARR, Davidson, Dr Pepper, Phillips, Jim Cramer's, Michael M Organizations: Dow Jones, Nasdaq, Economic, of New, Treasury, West Texas, Procter, Gamble, 10, Microsoft, Honeywell, Linde, LIN, Health Care, Technology, Communications Services, Google, Meta, Ford, Amazon, United Auto Workers, Atlanta, Wall Street, Hamas, Brent, Strategic Petroleum Reserve, Logitech, Verizon, General Electric, GE, RTX Corporation, Halliburton, HAL, General Motors, Dow Chemical, DOW, Xerox, Texas Instruments, F5 Networks, WM, Boeing, Fisher, Mobile, Hilton, General Dynamics, Norfolk Southern, Otis Worldwide, IBM, KLA, O'Reilly Automotive, Mattel, Whirlpool, Gross, Royal Caribbean Cruises, Hershey Company, United Parcel Service, Southwest Airlines, Altria, Northrop Grumman, Valero Energy Corp, Mastercard, Merck, Co, Myers Squibb, Newmont, Tractor Supply Company, Comcast, Seagate Technology, Boston, Hertz, Carrier, Hasbro, Harley, Intel, Grill, United States Steel, Boston Beer Company, Texas, University of Michigan, Exxon Mobil, Chevron, Charter Communications, Colgate, Palmolive, Newell Brands, Sanofi, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, Santiago, Getty Locations: of New York, U.S, Industrials, OpenAI, America, Venezuela, Cleveland, Norfolk, ORLY, Bristol, Brunswick, Oshkosh, New York City

☆ What we'll be watching when these 10 companies report next week
▼ + stars: | 2023-10-20 | by ( Jeff Marks | ) 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. Next week, we run the earnings gauntlet with 10 companies in the Club's portfolio reporting. 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, Stanley Black, Decker, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Treasury, West Texas, Microsoft, Honeywell, Linde, LIN, Amazon Web, Ford, Jim Cramer's Charitable

☆ Greta Thunberg charged with public order offense following arrest at protest in London
▼ + stars: | 2023-10-18 | by ( Caitlin Danaher | ) edition.cnn.com time to read: 1 min

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☆ Why Jim Cramer thinks the stock market is now 'bifurcated'
▼ + stars: | 2023-10-13 | by ( Jeff Marks | ) 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. Jim Cramer said that the market is now bifurcated, with bank stocks going higher on the back of strong earnings and Big Tech coming under pressure. 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, Jim, Exxon Mobil's, Wells, Charlie Scharf's, Sartorius, preannounced, TD Cowen, Jim Cramer's Organizations: CNBC, Nasdaq, Big Tech, Treasury, West Texas, Natural Resources, Exxon, Club, WFC Locations: Wells Fargo

☆ 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

☆ Here's what Danaher spinoff Veralto does and why we're keeping our shares
▼ + stars: | 2023-10-11 | by ( Alison Conklin | ) www.cnbc.com time to read: 1 min

Here's what Danaher spinoff Veralto does and why we're keeping our sharesJeff Marks, director of portfolio analysis for the Club, and Jim Cramer talk about the benefits of water and product quality company Veralto. Jeff brought props.

Persons: Jeff Marks, Jim Cramer, Jeff Organizations: Club

☆ Danaher and Veralto is an example of a breakup that creates value for shareholders, says Jim Cramer
▼ + stars: | 2023-10-04 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Danaher and Veralto is an example of a breakup that creates value for shareholders, says Jim Cramer'Mad Money' host Jim Cramer dives his take on the Danahar spin off.

Persons: Jim Cramer

☆ It's time to get bullish on this health tech name, now that it's shed a drag on growth
▼ + stars: | 2023-10-04 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

In the separation , we decided to keep the 173 shares of Veralto we received due to our ownership of 520 shares of Danaher. When we do that, we see a very favorable picture heading into next year and three reasons to be bullish. Veralto management is targeting long-term core growth in the mid-single-digit range on a percentage basis, whereas Danaher management sees ex-Veralto growth at a high-single-digit rate over the long term. So, as it stands we're already looking at a business that stands to see overall growth accelerate. It's also worth noting that our portfolio stands to benefit from any growth in the stand-alone shares of Veralto.

Persons: it's, —, haven't, let's, It's, they're, we'll, Danaher, Jim Cramer's, Jim Cramer, Jim, Pavlo Gonchar Organizations: Washington , D.C, Management, Deutsche Bank, Silicon Valley Bank, Federal Reserve, CNBC, Getty Locations: Veralto, Danaher, Washington ,, Silicon

☆ Here's why we're not concerned by Danaher's stock drop following its spinoff
▼ + stars: | 2023-10-02 | by ( Jeff Marks | ) www.cnbc.com time to read: 1 min

Here's why we're not concerned by Danaher's stock drop following its spinoffPortfolio director Jeff Marks breaks down why we're still long-term believers in Danaher even after the stock's roughly 4% drop Monday. Elsewhere, rotation back into mega cap tech names are pushing Club holdings Apple, Amazon, and Meta Platforms higher while there is a lot of pressure on banks.

Persons: we're, Jeff Marks Organizations: Apple Locations: Danaher

☆ Stocks off to a choppy start this week, as bond yields push higher
▼ + stars: | 2023-10-02 | by ( Jeff Marks | ) 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. Stocks mixed, as bond yields rise U.S. equities were mixed Monday in midmorning trading, with Big Tech outperforming while energy stocks lag. 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, Eli Lilly, Eli Lilly TD Cowen, Jim Cramer's, Jim Organizations: CNBC, Big Tech, Nasdaq, Coterra Energy Locations: midmorning

☆ This chipmaker is still one step ahead of the competition
▼ + stars: | 2023-09-29 | 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. Nvidia still one step ahead In a research note Friday, Citigroup assessed Club name Nvidia 's (NVDA) next generation B100 graphics processing unit, which is expected to be launched next year. 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, we're, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Treasury, West Texas Intermediate, Nvidia, Citigroup, Citi Locations: Stocks, Veralto, Danaher, DHR

Those potential returns can come from two places: Danaher stock and shares of Veralto (VLTO), the soon-to-be-standalone company that's in the business of water quality. When we receive Veralto shares on Monday, as all Danaher shareholders will, we intend to keep them, based on their current expected value. A "when-issued" market was established Wednesday for both Danaher and Veralto stock, providing a first look at how investors are valuing the companies on their own. Investors will receive one share in Veralto for every three shares of Danaher they own. The caveat is that spin-off debuts can see substantial volatility, and if Veralto shares were to receive a big pop, our discipline may require us to capitalize on that and take profits.

Persons: it's, Danaher, Jim Cramer, Jim Cramer's, Veralto, we'll, –, disinfect, That's, we've, attractively, We're, Jim, Pavlo Gonchar Organizations: Deutsche Bank, Zebra Technologies, CNBC, Getty Locations: Veralto, Danaher, DHR, Wells, York

CNN —Armenian soccer player Henrikh Mkhitaryan has called on international leaders to “stand up against ethnic cleansing” in the disputed Nagorno-Karabakh region. The region has its own de facto government that is backed by Armenia, but is not officially recognized by Armenia or any other country. The latest figures mean that more than one-third of the region’s roughly ethnic Armenians have left Nagorno-Karabakh for Armenia. The blockade prevented the import of food, fuel and medicine to Nagorno-Karabakh, prompting fears that residents were being left to starve. The closure of the Lachin corridor has also prevented international organizations and foreign media from accessing Nagorno-Karabakh.

Persons: Henrikh Mkhitaryan, “, Mkhitaryan, Ilham Aliyev, Nikol Pashinyan Organizations: CNN, Twitter, Inter Milan, Cross, Criminal Court, Manchester United, Arsenal, Europa League, Karabakh, Reuters Locations: Armenian, Nagorno, Karabakh, Azerbaijan, Armenia, Nagorno Karabakh, Baku, Russian, Russia

☆ Health care has had a tough year. Where we stand on our 5 stocks in the sector
▼ + stars: | 2023-09-22 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +12 min

Bausch Health (BHC) is a different case. Key points Health-care stocks outperformed the broader U.S. stock market last year, but this year it's been much-tougher sledding for the sector due to a variety of headwinds. We feel comfortable owning our three other primary health care stocks: GE Healthcare, Humana and Danaher. In recent weeks, analysts at Wells Fargo and Citigroup have started coverage of GE Healthcare with buy ratings. The analysts at Jefferies now rate Bausch Health stock a buy, with a price target increase to $16 per share from $9.

Persons: There's Eli Lilly, Eli Lilly, That's, Eli Lilly's, Ryan Issakainen, we're, Issakainen, –, Stryker, Jim Cramer, it's, Jim, We've, Bausch, BHC, We're, I'm, Jefferies, Jim Cramer's, Frederick Florin Organizations: GE Healthcare, Health, Federal Reserve, First Trust Advisors, Humana, Medicare, Dow, UnitedHealth, GE, General Electric, —, Citigroup, Jefferies, CNBC, AFP, Getty Locations: what's, China, STE, Biogen, Wells, Bausch, Fegersheim, France

☆ 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

☆ These are the 11 sectors that comprise the S&P 500 — and the stocks we own in each
▼ + stars: | 2023-09-17 | by ( Paulina Likos | ) www.cnbc.com time to read: +28 min

.GSPF YTD mountain S & P 500 Financials Sector YTD performance Club stocks in the Financials sector: Morgan Stanley ( MS): The bank's services include investment banking, wealth management and investment management. Communication Services Sector market weight: 8.85% Market cap: $3.3 trillion YTD performance: up 44.5% Industries: Diversified telecommunication services; entertainment; interactive media & services; media; wireless telecommunication services. .GSPTS YTD mountain S & P 500 Communication Services Sector YTD performance Club stocks in the Communication Services sector: Walt Disney (DIS): The entertainment giant reported another mixed quarter last month, even against low expectations. Real estate Sector market weight: 2.44% Market cap: $909 billion YTD performance: up 0.9% Industries: Equity real estate investment trusts; real estate management & development. .SPLRCR YTD mountain S & P 500 Real Estate Sector YTD performance While we don't own any real estate stocks, investors have historically invested in the sector for its reliable cash flow from income-generating properties.

Persons: Jim Cramer's, Jim, Salesforce, reenergized, Marc Benioff, Wolfe, Palo, Eli Lilly, Cantor Fitzgerald, Bausch, bioprocessing, Morgan Stanley, Morgan Stanley's, Eaton Vance, Wells Fargo, Wells, TJX, Wynn, Locker, We've, Mary Dillon, Walt Disney, Bob Iger's, Emerson, Davidson, Vimal Kapur, Stanley Black, Decker, Estee Lauder, Gillette —, Elliott, Coterra, Linde, Jim Cramer, Mandel Ngan Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Technology Sector, Industries, Communications, Technology, Information Technology, Apple, Wedbush Securities, Microsoft, UBS, Deutsche Bank, Nvidia, Broadcom, VMware, Palo Alto Networks, Wolfe Research, Palo Alto, Oracle, Mizuho, Amazon Web Services, Google, Health Care, Biotechnology, Health, Bausch Health, Leerink Partners, GE Healthcare Technologies, General Electric, GE, Financials, Bank of America, United Auto Workers, Detroit, Ford, Starbucks, TJX, Marshalls, Wynn Resorts, WYNN, Communication Services, Communication, Hollywood, Charter Communications, Disney, JMP Securities, Facebook, Industrials, Aerospace, Emerson, Caterpillar, Honeywell, Consumer Staples Sector, Consumer, Consumer Staples, Costco Wholesale, Procter & Gamble, Gillette, Constellation Brands, Corona, Modelo, Pacifico, Elliott Management, Energy Sector, Energy, Coterra Energy, Natural Resources, West Texas, Utilities Sector, Electric, Companies, Sempra Energy, Materials, Chemicals, Linde, LIN, DuPont, Sector, Equity, Real, Jim Cramer's Charitable, New York Stock Exchange, AFP, Getty Locations: U.S, FactSet, bioprocessing, Wells Fargo, China, Maxx, Macao, Asia, Pacifico —, California, Texas

☆ Activist Elliott makes inroads at Catalent to build value. Here’s what could happen next
▼ + stars: | 2023-09-16 | by ( Kenneth Squire | ) www.cnbc.com time to read: +7 min

This segment also handles the formulation, development and manufacturing for parenteral dose forms, including vials and prefilled syringes. Activist Commentary: Elliott is a very successful and astute activist investor, particularly in the technology sector. While as an activist Elliott will do whatever it feels is necessary to enhance shareholder value, in the past the firm has made significant use of the strategy of offering to acquire its portfolio companies as the best catalyst to enhance shareholder value. Like Catalent, Syneos is an outsourced pharma solutions company: It outsources R&D for pharmaceutical companies, whereas Catalent outsources manufacturing. If this does turn from a strategic review to an operational review, there is no guarantee that he keeps his job.

Persons: Catalent, there's, Elliott, Steven Barg, Frank D'Amelio, Stephanie Okey, Michelle Ryan, Johnson, Barg, Ryan, John Greisch, There's, Danaher, Alessandro Maselli, Ken Squire Organizations: Oral Technologies, Clinical, Pfizer, Rom Holdings, Bloomberg, Merck, Citrix Systems, Nielsen Holdings, Square, Veritas Capital, Syneos Health, 13D Locations: COOs, North America

☆ Cramer's Lightning Round: Yes to St. Joe
▼ + stars: | 2023-09-13 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon RTX's year-to-date stock performance. Stock Chart Icon Stock chart icon St. Joe's year-to-date stock performance. St. Joe : "I've liked St. Joe forever...I'm going to say yes to that one." Stock Chart Icon Stock chart icon Illumina's year-to-date stock performance. Stock Chart Icon Stock chart icon Cava's year-to-date stock performance.

Persons: Joe, I've, Jim Cramer's Organizations: Parts, Charitable Locations: Joe's, Cava

☆ Big reversal higher in a stock we really like on Moderna R&D spending plans
▼ + stars: | 2023-09-13 | by ( Jeff Marks | ) www.cnbc.com time to read: 1 min

Big reversal higher in a stock we really like on Moderna R&D spending plansLife sciences giant Danaher (DHR) is a big Club stock winner Wednesday. Ford (F) is higher, too, despite uncertainty over a possible UAW strike.

Organizations: Club, Ford, UAW Locations: Moderna

☆ This health-care stock is set to complete another spin-off. Here's what it means for our position in the stock
▼ + stars: | 2023-09-08 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +6 min

Veralto will consist of two primary divisions – water quality and product quality & innovation – which generated nearly $5 billion in combined sales in 2022 under the Danaher roof. The water quality unit contributed about 60% of that figure. Bottom line We expect to stay invested in both Danaher and Veralto once the spin-off is completed and the tax-free share distribution occurs on Sept. 30. 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.

Persons: we're, Jennifer Honeycutt, Melissa Aquino, –, Sameer Ralhan, Ralhan, Danaher, Veralto, they're, Jim Cramer's, Jim Cramer, Jim, Joe Raedle Organizations: Wall Street, Veralto's, CNBC, Miami, Getty Locations: Danaher, Veralto, New York, U.S, . New York City

☆ Here's our second-quarter earnings report card for 34 stocks in the portfolio
▼ + stars: | 2023-09-06 | by ( Zev Fima | ) www.cnbc.com time to read: +15 min

Eli Lilly not only reported a stellar second quarter, management was able to raise its full-year sales and adjusted earnings outlook as well. Though revenues were a tad short, earnings results were better than expected on a both a HAAP and adjusted basis. Constellation Brands' (STZ) sales and earnings results outpaced expectations. DuPont (DD) reported a good quarter prior to us initiating a position in the name. But the slight comparable-sales miss in North America prompted questions about the company's ability to hit its long-term targets of 10% to 12% revenue growth and 15% to 20% earnings growth.

Persons: That's, Eli Lilly, Mounjaro, Morgan Stanley, Stanley Black, Decker, it's, Wells Fargo, Sartorius, Estee Lauder, We're, Jim Cramer's, Jim Cramer, Jim, Hsun Huang, Patrick T Organizations: Procter, Gamble, TJX, Federal Reserve, Club, Costco, Emerson Electric, Humana, Oracle, Alto Networks, billings, Companies, Wynn Resorts, WYNN, North, Broadcom, Constellation Brands, DuPont, Ford, GE Healthcare Technologies, Linde, LIN, Microsoft, Natural Resources, Procter & Gamble, —, Health, Coterra Energy, Disney, Starbucks, Jim Cramer's Charitable, CNBC, Nvidia Corp, Mobile, Fallon, Bloomberg, Getty Locations: China, Macau, North American, DuPont's, India, North America, Los Angeles , California

☆ Analysis: US healthcare stocks roiled by investor tug of war over economy
▼ + stars: | 2023-09-05 | by ( David Randall | ) www.reuters.com time to read: +5 min

Many view healthcare as a defensive sector because it has constant demand and is somewhat insulated from the economy. In the latest week, investors pulled a net $1.4 billion from the sector, the biggest weekly outflow since May 2022. Overall, the healthcare sector - which ranges from health insurers like UnitedHealth to pharmaceutical companies like Pfizer to small biotechs - has received the third largest inflows of any sector year to date, BofA's data showed. This would weaken the case for loading up on healthcare stocks. Overall, healthcare sector earnings are expected to lag this year as COVID-related revenues decline 13% versus a 1.8% rise for the overall S&P 500.

Persons: Brendan McDermid, Bob Kalman, Emily Roland, Dan Lyons, Janus Henderson, you've, Lyons, Kalman, Joe Biden's, Margie Patel, Patel, David Randall, Ira Iosebashvili, Megan Davies, David Gregorio, Richard Chang Organizations: New York Stock Exchange, REUTERS, Atlanta Federal, BofA Global Research, Pfizer, Miramar Capital, Healthcare, John Hancock Investment Management, Janus Henderson Investors, U.S, Bristol Myers Squibb, Allspring Global Investments, Thomson Locations: New York City, U.S

As August comes to a close, a handful of stocks are on the verge of an upward breakout, according to this chart pattern closely watched by technical analysts. The phenomenon, known as a golden cross pattern, occurs when an asset's 50-day moving average rises above the longer-term 200-day moving average. The pattern is regarded by Wall Street as bullish sign of a potential rally to come. Here are the stocks on the verge of a breakout, according to data from FactSet: Valero Energy is one stock approaching a so-called bullish golden cross. The stock's 50-day and 200-day moving average last hovered around $249.20 and $250.91, respectively.

Persons: Wall, Danaher, Avery Dennison, Fred Imbert Organizations: Valero Energy Locations: Valero

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