Honeywell makes a deal to strengthen a core business but fails to address a key risk

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. The S & P 500 hit another record Thursday as Club holding Nvidia lifted the market higher. The chipmaker stock reached all-time highs as well, up more than 2.5%. “A … Read more

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

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

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

My top 10 things to watch Monday, May 20 1. Welcome to Nvidia week: The chipmaker’s highly anticipated quarterly earnings report hits Wednesday after the bell. Several research firms lifted their price targets heading into the print, including Barclays (to $1,100 from $850) and Stifel (to $1,085 from $910). In my Sunday column , I … Read more

Costco is the stock to buy off of Walmart big quarterly beat

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 key moments. The Dow on Thursday topped 40,000 for the first time ever. The S & P 500 and the Nasdaq also hit record highs for the second session in a row — … Read more

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

Eli Lilly, Apple are among 12 portfolio stocks reporting in week ahead

The major U.S. stock indexes closed higher for the week, with the S & P 500 and Nasdaq Composite breaking multiweek losing streaks. Earnings drove the action, despite some less-than-ideal macroeconomic reports on economic growth and inflation. Meta Platforms ‘ report gave the market a bit of a scare Wednesday night, contributing to Thursday’s declines … Read more

Honeywell dinged for doing too many things. How it gets back on track

Wall Street analysts on Monday issued a bearish call on Club holding Honeywell International , citing its lagging stock performance and sluggish growth prospects. We’re hopeful management can get the company back on track by reshaping its massive portfolio of far-flung businesses. Deutsche Bank downgraded Honeywell to hold from a buy rating and lowered the … Read more

Wall Street firm bumps price targets for Honeywell and Stanley Black & Decker, upgrades Eaton

A Wall Street firm on Tuesday struck a favorable chord on a trio of industrial holdings, reaffirming the Club’s forecast for upside in shares of Stanley Black & Decker and Honeywell International . Eaton also received a well-deserved upgrade. Although the industrial sector has slumped with the broader market this week, the group experienced a … Read more

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