Eli Lilly’s earnings rally is not done yet — plus, why TJX has stayed resilient in the volatility

Eli Lilly’s earnings rally is not done yet — plus, why TJX has stayed resilient in the volatility

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. Mixed Markets: The S & P 500 is trying to finish the week out on a higher note after fluctuating between gains and losses for a … Read more

We’re trimming an embattled stock to avoid a cardinal sin in portfolio management

We’re trimming an embattled stock to avoid a cardinal sin in portfolio management

Shortly after the opening bell, we will be selling 195 shares of Estee Lauder at roughly $99.05. Following the trade, Jim Cramer’s Charitable Trust will own 330 shares of EL, decreasing its weighting to about 1% from roughly 1.6%. We’ve locked in big gains this month in a bunch of winners in Meta Platforms , … Read more

We’re locking in great gains on shares of this stellar off-price retailer and padding our cash

We’re locking in great gains on shares of this stellar off-price retailer and padding our cash

We’re selling 50 shares of TJX Companies at roughly $115. Following Friday’s trade, Jim Cramer’s Charitable Trust will own 750 shares of TJX, decreasing its weighting in the portfolio to 2.55% from 2.7%. The market was putting the finishing touches on another strong week, with Friday’s broad-based rally bringing the gains in the S & … Read more

Cramer uses his old hedge fund playbook to see which stocks are working

Cramer uses his old hedge fund playbook to see which stocks are working

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

The stock market flips and tech falls out of favor. It may be hard to stop

The stock market flips and tech falls out of favor. It may be hard to stop

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. Market moves : Stocks were mixed Monday as money continued to shift out of high price-to-earnings multiple technology stocks that have outperformed this year and moved … Read more

Shein US IPO is dead, experts say

Shein US IPO is dead, experts say

The Shein logo can be seen on a smartphone, while the Chinese online retailer’s website is open on a laptop.  Monika Skolimowska | Picture Alliance | Getty Images China-founded e-commerce company Shein’s hopes of going public in the United States are growing slimmer by the day, according to experts, as rising tensions between Beijing and … Read more

9 stocks that can benefit from Fed interest rate cuts

9 stocks that can benefit from Fed interest rate cuts

The S & P 500 and Nasdaq extended their record rallies this week following cooler-than-expected consumer inflation data Wednesday morning. While Fed rate cuts would likely benefit the overall stock market, several names in the CNBC Investing Club portfolio — from housing plays to autos to biotech — could really get a boost. Connecting the … Read more

Survey paints positive picture for P&G and these 3 other consumer stocks

Survey paints positive picture for P&G and these 3 other consumer stocks

The latest Wall Street survey of U.S. shoppers suggest many of our consumer-facing stocks are in a strong spot for the current economy. A key theme from investment bank Jefferies’ survey of more than 1,000 U.S. consumers is that spending behavior is much different across income cohorts, which could “result in a more bifurcated recovery … Read more

Best Buy, Microsoft get price-target hikes — plus, TJX plans to enter a new market

Best Buy, Microsoft get price-target hikes — plus, TJX plans to enter a new market

Club holdings Microsoft and Best Buy were the subject of upbeat Wall Street research, while TJX Companies hit an intraday high Friday on the same day it announced plans to enter a new international market. Here’s a closer look at the news and the implications for our investments. MSFT YTD mountain Microsoft (MSFT) year-to-date performance … Read more

First quarter retail earnings don’t spell consumer comeback

First quarter retail earnings don’t spell consumer comeback

Shoppers at a shopping center in Birmingham, United Kingdom, on February 11, 2024.  Nurphoto | Nurphoto | Getty Images Retail’s biggest winners during first-quarter earnings aren’t thriving because consumers are suddenly spending more on discretionary goods – it’s because they’re executing well and cash-strapped shoppers are choosing them over competitors.  If there’s one takeaway from … Read more