Estee Lauder jumps 5% on upgrade — our take on the embattled retailer

Estee Lauder jumps 5% on upgrade — our take on the embattled retailer

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 flat on Thursday as the S & P 500 headed towards its strongest first-quarter performance in half a decade. The benchmark gauge advanced roughly 10% over the … Read more

Investing Club’s Q4 2023 Earnings Report Card

Investing Club’s Q4 2023 Earnings Report Card

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

Inside organized crime rings targeting retailers Ulta, TJX, Walgreens

Inside organized crime rings targeting retailers Ulta, TJX, Walgreens

In a tony suburban enclave in the San Diego foothills, police say, an organized retail crime “queenpin” had built an empire. Tucked behind the stone walls of her 4,500-square-foot Spanish-style mansion, Michelle Mack had stockpiled a small fortune in cosmetics that had been stolen from Ulta and Sephora stores across the country, authorities said.  Police … Read more

Here’s how I see the Fed’s rate-cut dilemma playing out

Here’s how I see the Fed’s rate-cut dilemma playing out

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

Ford, Disney, Costco and more — Jim Cramer provides his updated views on each

Ford, Disney, Costco and more — Jim Cramer provides his updated views on each

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.) As we gear up for the … Read more

Companies make 2024 the year of cost cuts

Companies make 2024 the year of cost cuts

Mathisworks | Digitalvision Vectors | Getty Images Corporate America has a message for Wall Street: It’s serious about cutting costs this year. From toy and cosmetics makers to office software sellers, executives across sectors have announced layoffs and other plans to slash expenses — even at some companies that are turning a profit. Barbie maker … Read more

5 things next week that could determine if Wall Street win streak continues

5 things next week that could determine if Wall Street win streak continues

Wall Street wrapped up another positive week, with the S & P 500 closing Friday above 5,000 for the first time ever. The Nasdaq finished less than 0.5% away from its November 2021 record-high close. It was another big week for Club company earnings, with Estee Lauder , Eli Lilly , GE Healthcare , DuPont … Read more

Inventory problems at Children’s Place chain could benefit TJX Companies

Inventory problems at Children’s Place chain could benefit TJX Companies

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. Here is Friday’s edition. We came … Read more

Everything from health care to industrials

Everything from health care to industrials

During the January Monthly Meeting this past Wednesday, we took questions directly from Investing Club members. Here are Jim Cramer’s and Director of Portfolio Analysis Jeff Marks’ responses. Their answers have been edited for clarity. 1. What is a good entry point for Eaton ? It doesn’t seem to want to go down! (Brian) Jim … Read more

China reports bad GDP, retail data — what it means for 3 stocks

China reports bad GDP, retail data — what it means for 3 stocks

New economic data out of China on Wednesday shows the world’s second-largest economy is still struggling to bounce back from the pandemic. Until its government gets serious about announcing a consumption-driven stimulus plan, it could spell more bad news for U.S. companies that generate lots of sales in China, including three in the portfolio: Starbucks … Read more