How will we know if we are OK with the stocks we own? I want you to learn how to size up your companies by asking what they are levered to, what matters to them. This concept of levered is not about debt. It’s about figuring out what exposure these company have to key issues … Read more
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
Wall Street has chalked up a number of milestones since the Club’s April Monthly Meeting. The Nasdaq Composite has set a series of all-time highs, including on Tuesday, when it closed above the 17,000 level for the first time. Despite a pullback Wednesday, the tech-heavy index is up nearly 8% since April 24, the day … Read more
At the beginning of the year, I was talking about how we didn’t need rate cuts. Maybe one, maybe none, and others were talking about needing six of them. What kind of Canopy Growth product were they smoking? I want to be clear about this: The economy is too strong to cut rates, but the … Read more
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
The Magnificent Seven — a term I coined earlier this year to track the market’s biggest tech winners — has certainly lived up to its vaunted name. Those seven mega-cap tech names are Apple, Google-parent Alphabet, Facebook and Instagram owner Meta Platforms, Microsoft, Amazon, Nvidia and Tesla. The first six are Club names. Call them … Read more
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
U.S. stocks have been trending higher since the Investing Club’s November Monthly Meeting as markets celebrate signs of cooling inflation and a seemingly less hawkish Federal Reserve . Watch our December Monthly Meeting at live noon ET and later on video. The S & P 500 has jumped 5.2% since the market close on the … Read more
