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

2 out of 5 industrial stocks are at record highs. Here’s our post-earnings outlook

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

Somali pirates are back on the attack at a level not seen in years

PUNTLAND, SOMALIA – JANUARY 29: Puntland Maritime Police Forces (PMPF) are patrolling against the recently increasing pirate attacks off the coast in Puntland, Somalia on January 29, 2024. (Photo by Abuukar Mohamed Muhidin/Anadolu via Getty Images) Anadolu | Anadolu | Getty Images Somali pirates are back on the attack, with piracy around the Horn of … Read more

Fed meeting, labor report, Big Tech earnings

CNBC’s Jim Cramer on Friday looked to next week’s happenings on Wall Street, laying out how to prepare for a slew of high-profile earnings, as well as a Federal Reserve meeting and a labor report. Cramer warned that the volume of reports next week coupled with comments from the Fed will make it a tough … Read more

A tech-heavy portfolio can be still considered diversified. Here’s how

Here’s our Club Mailbag email [email protected] — so you send your questions directly to Jim Cramer and his team of analysts. We can’t offer personal investing advice. We will only consider more general questions about the investment process or stocks in the portfolio or related industries. This week’s question: Can you discuss how to weigh … Read more

Six industrial-focused stocks in the portfolio — and why we like each one of them

This year will certainly be known for tech reasserting its dominance on Wall Street. However, the powerful snapback rally of 2023 has broadened out over the past seven weeks or so to include companies whose fortunes are more closely tied to the U.S. economy. With the Federal Reserve’s interest rate hikes on pause and three … Read more