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☆ Jim Cramer's top 10 things to watch in the stock market Wednesday: Powell Day 2, strong jobs
▼ + stars: | 2023-03-08 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Barclays raises price target on Zillow (Z) to $30 per share from $24 but keeps underweight (sell) rating. Industrial gas and engineering giant Linde (LIN) gets another price target boost: UBS goes to $410 per share from $375. 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.

☆ CERAWEEK Biden climate law will stumble without permitting reform, industry warns
▼ + stars: | 2023-03-07 | by ( ) www.reuters.com time to read: +3 min

HOUSTON, March 6 - The Biden administration's climate law, which provides hundreds of billions of dollars in clean energy incentives to fight global warming, won't be fully effective without permitting reform, executives told the CERAWeek energy conference on Monday. "If the permitting reform doesn't happen, the IRA may not get its full use and benefit," Bold Baatar, who runs the copper business at mining giant Rio Tinto Plc (RIO.AX)(RIO.L), told the Houston conference. White House Energy Adviser John Podesta told the conference permitting reform was high on the administration's agenda. "The permitting process for clean energy infrastructure, including transmission, is plagued by delays and bottlenecks," Podesta said. "I was a little bit nervous, because when John Podesta kept talking about permitting reform, he only talked about renewables," Sullivan told the conference.

☆ Top 10 things the Club is watching in the stock market Tuesday: Fed's Powell, Meta, obesity
▼ + stars: | 2023-03-07 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Meta Platforms ' (META) "year of efficiency" set to continue: Bloomberg is reporting job cuts in the thousands could happen as soon as this week. WW International (WW) is higher after announcing deal to acquire the anti-obesity-focused telehealth provider Sequence. (Jim Cramer's Charitable Trust is long META, LIN, CSCO, AMZN, LLY. 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.

☆ Why Stock-Market Tourists Flock to New York
▼ + stars: | 2023-03-03 | by ( Stephen Wilmot | ) www.wsj.com time to read: 1 min

Competition between European financial hubs may just hand more power to the U.S.SoftBank’s choice of New York for a listing of British microchip designer Arm has led to predictable hand-wringing about national decline in the U.K. capital. But this isn’t just about London. On Wednesday, when Bloomberg reported SoftBank’s latest plan, industrial-gas giant Linde also delisted its shares from the Frankfurt stock exchange. With a market value of $175 billion, the company was the most valuable company in Germany’s Dax index.

Here's an update on our energy, industrials and materials names in Jim Cramer's Charitable Trust, the portfolio we use at the CNBC Investing Club. In 2022, by contrast, the priority was its variable dividend, which changed quarter by quarter depending on its financial results. The industrial company is one of our more recently added holdings. He also mentioned that Halliburton's top boss, Jeff Miller, has expressed notable conviction that the company's stock price is too cheap. The alternative would be consolidating our holdings to two oil-and-gas producers, along with Halliburton as our third energy stock.

☆ Tesla is not the only company reviewing its Europe investment after Biden's IRA
▼ + stars: | 2023-03-03 | by ( Silvia Amaro | ) www.cnbc.com time to read: +1 min

Tesla recently announced a strategy shift away from Europe as it seeks to benefit from unprecedented subsidies in the United States. But it's not the only company reviewing investment decisions vis-à-vis Europe. The landmark legislation, which features green subsidies for businesses, has raised competition issues for European companies — and upset politicians in the region. Northvolt, a Swedish battery maker; Linde, a chemical giant from Germany; Volkswagen, the carmaker; Enel , the Italian energy giant, have all expressed an interest in profiting from U.S. subsidies. It is still early to assess just how much investment could drift away from Europe as a result of Biden's policy.

☆ Jim Cramer's Investing Club meeting Tuesday: Oil, Meta, Linde
▼ + stars: | 2023-02-28 | 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. Stick with Meta Platforms Shares of Club holding Meta Platforms (META) were up more than 3% in midmorning trading after CEO Mark Zuckerberg announced Monday that the tech giant is forming a new team to work on incorporating generative AI into its products. 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.

☆ Germany's Commerzbank makes DAX comeback
▼ + stars: | 2023-02-27 | by ( ) www.reuters.com time to read: +1 min

BERLIN, Feb 27 (Reuters) - Germany's Commerzbank (CBKG.DE) rejoined the DAX index on Monday, marking a comeback for Germany's No. "We have come to stay," Commerzbank CEO Manfred Knof said before ringing the opening bell at the Frankfurt stock exchange. "The return of Commerzbank is a good signal for the German banking market." Following Wirecard's demise, Deutsche Boerse AG, which compiles the DAX index, revamped it to include 40 companies, rather than the previous 30, and made membership criteria tougher. Other members include Siemens AG, Volkswagen AG, and Allianz SE.

☆ Hot inflation data keeps causing the market to go down — listen to the 'Homestretch'
▼ + stars: | 2023-02-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHot inflation data keeps causing the market to go down — listen to the 'Homestretch'Jim Cramer explains why Wall Street is selling off Friday after the release of the personal consumption expenditures price index data. He also offers insight into why Club holdings such as Linde are performing well.

☆ Jim Cramer's top 10 things to watch in the stock market Friday: Hot inflation — bond yields up and stocks down
▼ + stars: | 2023-02-24 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

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. ET: Jim and Jeff discuss the Club portfolio (Part 1)12:15--1:30 p.m. ET: Jim and Jeff discuss the portfolio (Part 2)2:15-2:45 p.m.

☆ Factbox: Company reaction to the U.S. Inflation Reduction Act
▼ + stars: | 2023-02-23 | by ( ) www.reuters.com time to read: +3 min

REUTERS/Fabian Bimmer/File PhotoFeb 22 (Reuters) - Companies across North America and Europe have in recent months cheered the Biden Administration's $430 billion U.S. Inflation Reduction Act (IRA) that includes major provisions to cut carbon emission, boost domestic production and manufacturing. Holcim AG (HOLN.S)The world's biggest cement maker expects the IRA to provide a strong momentum for its business in North America. This month, it agreed to buy U.S. roofing systems manufacturer Duro-Last in a $1.29 billion deal, its latest move to bolster presence in North America. Linde (LIN.N),The gas giant has estimated the total investment opportunity for the company in the United States alone could exceed $30 billion over the next decade. BMW (BMWG.DE)The company plans to produce at least six fully electric models in its plant in South Carolina by 2030.

☆ Brent oil lower amid stronger dollar, caution ahead of Fed minutes
▼ + stars: | 2023-02-21 | by ( ) www.cnbc.com time to read: +2 min

The Brent crude benchmark opened slightly lower on Tuesday as the U.S. dollar strengthened and traders waited for cues from the U.S. Federal Reserve meeting minutes, after optimism over demand amid tightening supplies drove prices higher on Monday. Brent crude was down 59 cents, or 0.5%, at $83.57 a barrel on Tuesday. U.S. West Texas Intermediate crude (WTI) for March, which expires on Tuesday, was up 78 cents, or 1.02%, at $77.12 at 0146 GMT. "The U.S. dollar strengthened and pressed on the oil price in the Asian session today, causing a pullback in the oil markets from yesterday's rebound," said Tina Teng, an analyst at CMC Markets. Russia plans to cut oil production by 500,000 barrels per day, equating to about 5% of its output, in March after the West imposed price caps on Russian oil and oil products.

As a reminder, every year Jim Cramer's Charitable Trust distributes all dividend income and realized capital gains to qualified publicly supported charitable organizations. Our total contribution this year is $326,951, and this brings our total donation since the Club's inception to approximately $4.1 million. 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.

☆ Morgan Stanley says these stocks are making improvements on ESG that can also boost returns
▼ + stars: | 2023-02-19 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

Morgan Stanley honed in on publicly traded companies that are improving on ESG in ways that can boost shareholder returns. "We think ESG rate of change will be a critical focus for investors looking to identify companies that can generate alpha and ESG impact," he said in a note to clients in late 2022. Though he said both approaches to ESG screens can be useful, he specifically looked for companies doing under-the-radar ESG work. Eighty-percent of analysts rate the stock a buy, FactSet data shows. Roughly two-thirds of analysts rate the stock as buy or overweight, and the average price target implies upside of nearly 15%.

☆ In comeback, Commerzbank to join Germany's DAX blue-chip index
▼ + stars: | 2023-02-17 | by ( ) www.reuters.com time to read: +2 min

[1/2] A company logo is pictured at the headquarters of Germany's Commerzbank AG in Frankfurt, Germany, February 13, 2020. REUTERS/Ralph Orlowski/File PhotoFRANKFURT, Feb 17 (Reuters) - Germany's Commerzbank (CBKG.DE) will rejoin the DAX index on Feb. 27, Deutsche Boerse (DB1Gn.DE) announced late on Friday, marking a comeback for Germany's No. "This shows that we are on the right track with our restructuring - and spurs us on to continue with the same energy," Commerzbank AG said on Twitter in response to the announcement. Following Wirecard's demise, Deutsche Boerse AG, which compiles the DAX index, revamped it to include 40 companies, rather than the previous 30, and made membership criteria tougher. Other members include Siemens AG, Volkswagen AG, and Allianz SE.

☆ China has U-turned on almost all major policies it put in place in the last 3 years — and it's not surprising, given the state of its economy
▼ + stars: | 2023-02-16 | by ( Huileng Tan | ) www.businessinsider.com time to read: +10 min

But the country reversed some major policies in response to the abysmal GDP growth. China's GDP grew by 3% in 2022 — the worst since the chaotic Cultural Revolution ended. Most recently, after three years of pandemic lockdowns and isolation, China abruptly reversed course and abolished its zero-COVID policy — leaving the world guessing why. China's GDP grew only 3.0% in 2022 — the worst in nearly half a century since the chaotic Cultural Revolution ended. China's GDP growth is vital because it is the world's second-largest economy after the US, so it's a driving force for global investment and trade.

☆ Jim Cramer's Investing Club meeting Tuesday: Consumer prices, Nvidia, Linde
▼ + stars: | 2023-02-14 | 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. BofA analysts increased their price target on Nvidia stock to $255 a share from $215. 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.

☆ The Club's top 10 things to watch in the stock market Tuesday: CPI, volatile market, oil dips
▼ + stars: | 2023-02-14 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

The analysts have buys on Palo Alto Networks (PANW), with the most upside to price target, as well as CrowdStrike (CRWD), Check Point (CHKP) and Fortinet (FTNT). They increase price target to $255 per share from $215. But they think any pullback in shares of the Club stock would be short-lived ahead of the chip company's March 20 to 23 GTC developer conference . The analyst say Club holding TJX Companies (TJX) is best positioned and raise price target to $88 from $85. Industrial gas company and Club holding Linde 's (LIN) price target was increased to $378 per share from $370 at BMO Capital.

☆ Key inflation data in the week ahead will offer clues to future Fed rate moves and the market's path
▼ + stars: | 2023-02-11 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Looking forward The January consumer price index (CPI) , which calculates the average change over time in prices that shoppers pay for goods and services, is slated for Tuesday. Economists and investors will use the number to gauge the odds of a soft landing or hard landing for the economy. The producer price index (PPI) for January, which calculates the change in selling prices received by producers of goods and services, is out on Thursday. 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.

☆ Investors turn picky in Asia after easy wins from China’s reopening
▼ + stars: | 2023-02-09 | by ( Ankur Banerjee | ) www.reuters.com time to read: +5 min

Herald van der Linde, HSBC's head of equity strategy for Asia Pacific, points out that travel and gaming stocks have already benefited. That has led investors to hunt for sectors and companies with depressed valuations outside China. Reuters GraphicsMSCI China Vs MSCI Asean vs MSCI Asia excluding JapanGLOBAL PUSH OR CHINA PULL? After a torrid 2022, investors have been betting that a swift recovery in China's economy will somewhat cushion the impact of a global slowdown and possible recession. "China and its reopening trade, on the other hand, are in early stages and may be the additional tailwind for Asian equities later this year."

☆ European shares hit nine-month high on upbeat cues from Fed's Powell
▼ + stars: | 2023-02-08 | by ( ) www.reuters.com time to read: +1 min

Feb 8 (Reuters) - European shares hit a more-than-nine-month high on Wednesday as investors drew positive cues from Federal Reserve Chair Jerome Powell's remarks overnight, while Linde's and Akzo Nobel's upbeat forecasts led material and chemical stocks higher. The pan-European STOXX 600 (.STOXX) was up 0.6% at 0818 GMT, hitting its strongest level since April 2022. German gas giant Linde and Dutch paints maker Akzo Nobel (AKZO.AS) jumped 2.4% and 6.5%, respectively, after giving higher 2023 earnings forecasts. Finnish refiner Neste (NESTE.HE) jumped 11% and was the top performer on the STOXX 600 on the back of a comparable fourth-quarter core operating results beat. Norwegian energy firm Equinor (EQNR.OL) gained 6.1% following a record $74.9 billion adjusted operating profit for 2022.

☆ Jim Cramer's top 10 things to watch in the stock market Wednesday: Biden address, video games, Uber earnings
▼ + stars: | 2023-02-08 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Alphabet (GOOGL), also a Club stock, unveiled AI chatbot, rival Bard. Earnings guidance 52 cents per share to 56 cents versus prior guidance 44 cents per share to 48 cents. 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.

☆ A disappointing quarter sends newest position Emerson Electric to the penalty box
▼ + stars: | 2023-02-08 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

Emerson Electric (EMR) reported disappointing quarterly results on Wednesday, pushing shares of the technology and engineering company down 5% and forcing a downgrade on our newest holding. As a result, we are putting Emerson Electric in the "penalty box" and downgrading shares to a 2 rating from a 1. A penalty box means the stock has one quarter to show improvement — and should it fail to do so, it gets booted from the portfolio. Geographically, sales growth was driven by the Americas, which was up 13% versus the year-ago period. On the other hand, the earnings-per-share guide, which along with underlying sales growth is in line with the guidance previously provided, came in a penny short at the midpoint.

☆ State of the portfolio: What Biden's address means for 10 Club stocks from Caterpillar to Ford
▼ + stars: | 2023-02-08 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

President Joe Biden 's State of the Union address put the spotlight on multiple tailwinds that will benefit 10 Club holdings including Caterpillar (CAT) and Ford (F). Linde Linde, a longtime Club holding, supplies industrial gases needed at semiconductor manufacturing facilities, known as fabrication plants. 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.

Feb 7 (Reuters) - Germany's Linde (LIN.N), on Tuesday forecast higher earnings for 2023 and said it plans to invest $7-$9 billion over the next two-to-three years in clean energy projects to benefit from demand from companies seeking to cut emissions. Chief Executive Sanjiv Lamba said on a conference call that as part of that investment, Linde plans to spend $3 billion to convert 11 to 13 existing assets to clean hydrogen. The total investment opportunity for the German company in the United States alone could exceed $30 billion over the next decade, CEO Lamba said in late 2022. It reported fourth-quarter adjusted earnings of $3.16 per share, beating analysts' $2.91 per share estimate in a Refinitiv poll. Reporting by Bartosz Dabrowski and Andrey Sychev in Gdansk; Editing by Milla Nissi and Sharon SingletonOur Standards: The Thomson Reuters Trust Principles.

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