Lost in the rotation out of tech stocks is a bullish call on major banks

Lost in the rotation out of tech stocks is a bullish call on major banks

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market slides : The S & P 500 gave back earlier gains and fell throughout Tuesday afternoon, led lower by the mega-cap tech stocks. Ahead of the … Read more

14 earnings, jobs and the Fed are what we’re watching in the market

14 earnings, jobs and the Fed are what we’re watching in the market

It was another tough week for the S & P 500 and Nasdaq despite Friday’s rally, which helped blunt some of the pain. The Dow and small-cap Russell 2000 were again the big winners as the rotation from market darlings to down-and-out names due for a catch-up trade continued. By sector, in this wild trading … Read more

Here are 5 stocks I would buy now, plus 3 to keep your eyes on

Here are 5 stocks I would buy now, plus 3 to keep your eyes on

We’ve got our July Monthly Meeting this Wednesday and are preparing an exciting update of something we talked about at our annual gathering back in February . Join us live at noon ET. In the meantime, we received some terrific feedback from members after revealing in late May five stocks we would buy right here, … Read more

Honeywell completing Carrier security unit deal not enough to boost shares

Honeywell completing Carrier security unit deal not enough to boost shares

Honeywell International completing its $4.95 billion acquisition of Carrier ‘s security business exemplifies how the disparate industrial conglomerate must lean into core businesses. It’s not enough. “More and more people will realize that this [Global Access Solutions] was a good acquisition,” Jim Cramer said Monday. But it’s how to value Honeywell without the dead weight … Read more

Jim Cramer identifies 5 stocks that are buys right here, right now

Jim Cramer identifies 5 stocks that are buys right here, right now

Let’s say you just joined the Club, and you are trying to figure out which stocks we think are buyable right now, right here. Ideally, what I would like members to be thinking about is a companion portfolio of up to a dozen stocks to a market index fund position — something we recommend for … Read more

We maintain our buy on Ford shares after a bullish Street initiation

We maintain our buy on Ford shares after a bullish Street initiation

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Thursday’s key moments. U.S. stocks were mixed on Thursday. The Nasdaq hit a record high after Club holding Nvidia’s spectacular quarterly earnings report on Wednesday. The leading AI chipmaker once again crushed analysts’ … Read more

Jim Cramer’s top 10 things to watch in the stock market Friday

Jim Cramer’s top 10 things to watch in the stock market Friday

My top 10 things to watch Friday, May 17 1. Wall Street heads for a flat open Friday, tracking to complete a strong week that was kicked into high gear Wednesday on a cooler-than-expected April consumer price index. The S & P 500 and the Nasdaq hit records again during Thursday’s session but closed slightly … Read more

3 catalysts we learned from earnings that should push our industrial stocks higher

3 catalysts we learned from earnings that should push our industrial stocks higher

The industrial-focused names in the Club’s portfolio wrapped up a pretty solid earnings season last week, but their stocks were largely not rewarded. Shares of toolmaker Stanley Black & Decker and industrial gas giant Linde tumbled on fiscal results Thursday, so the Club added to both positions on the overblown reactions. DuPont was the exception. … Read more

Earnings drive the market next week — our hopes for 2 portfolio stocks

Earnings drive the market next week — our hopes for 2 portfolio stocks

Is the stock market rally here to stay after April’s terrible month? With the Fed, Apple earnings and the jobs report passing with flying colors this week, the runway to more gains looks a lot less cluttered. The main economic update came Friday in the form of a weaker-than-expected April nonfarm payrolls growth. With the … Read more

Fed decision, oil plunge, mixed earnings — what to watch into market close

Fed decision, oil plunge, mixed earnings — what to watch into market close

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. (We’re no longer recording the audio, so we can get this new written feature to members as quickly as possible.) Market check: Stocks surged Wednesday afternoon … Read more