More than half of the stocks in the S & P 500 hit new 52-week highs in the first quarter, leaving us to puzzle over how this all happened. We act as if it’s all about the earnings or the actions of the Federal Reserve. But maybe it is something else. Maybe it’s the share … Read more
This week’s strong market pushed three of our portfolio stocks well clear of our current price targets. Since these rallies look like they have legs, we’re taking our numbers up. Nvidia price target increased to $1,050 NVDA YTD mountain Nvidia YTD Coming off a bullish GTC conference where Nvidia CEO Jensen Huang made the case … Read more
The fourth quarter was pretty darn good for our stocks. Results were mostly better than expected, and many corporate leaders forecasted more of the same. For good reason: Businesses are starting to spend again, supply chain conditions continue to improve and the consumer remains resilient. Roughly 73% of companies in the S & P 500 … Read more
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.) Powell speaks: Two days of testimony from … Read more
CNBC’s Jim Cramer on Wednesday said artificial intelligence is going to be essential to big market rallies over the next few years. “This technological revolution is crossing all barriers, even potentially becoming the heart of our national security apparatus, so we’d be like ostriches with our heads in the sand if we don’t address it,” … Read more
Jim Cramer and Director of Portfolio Analysis Jeff Marks fielded a range of questions during the Club’s Annual Meeting on Saturday. Here’s a summary of their answers to some of the questions, including how to determine the number of shares to buy or sell and Jim’s advice on stock-picking for kids. 1. How do you … Read more
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.) Inflation relief: The stock market was … Read more
The following passage has been adapted from Jim Cramer’s opening monologue at Saturday’s annual meeting of the CNBC Investing Club. The single biggest issue we will be struggling with for the rest of the year is not how many Federal Reserve interest rate cuts we will have but whether the Fed can stand pat, or … Read more
Can’t stop won’t stop? OK, you will never confuse me for a rapper, but those are the four words that describe this economy right now. And as we walk into retail earnings hell â a period where too many retailers report all at once and the comparisons become odiously confusing, starting with Walmart and Home … Read more
Earnings season was not perfect for our industrial-focused portfolio companies, but we’re feeling pretty good about their prospects for the rest of the year. Shares of two of the five names finished Friday at all-time highs, and we belive the others show promise for patient investors. 1. Eaton Electrical power management company Eaton posted a … Read more
