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Jim Cramer’s Charitable Trust:

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    Jim CramerScott Mlyn | CNBC Here's a rapid-fire update on every stock in the CNBC Investing Club portfolio. Jim Cramer ran through each one of them Thursday during the August edition of our "Monthly Meeting." 
    Jim Cramer on Mad Money, June 14, 2022.Scott Mlyn | CNBC Here's a rapid-fire update on every stock in the CNBC Investing Club portfolio. Jim Cramer ran through each one of them Monday during the July edition of our "Monthly Meeting." 
    VIDEO2:1102:11Jim Cramer predicts these 5 Charitable Trust holdings will rebound 'after the smoke clears'Mad Money with Jim Cramer CNBC's Jim Cramer on Thursday told investors that he's optimistic that stocks of "amazing businesses" will make a comeback once the stock market faces better conditions, highlighting five names in particular. "Over the long haul, I think the best way to make money is by believing, not disbelieving, by owning, not renting, by taking the pain and engaging. Not slamming the door and hiding in the bedroom. That's why I'm here," the "Mad Money" host said. "In the end, as much as I can recite the negatives about these five stocks in my sleep, I remain unshakable in my belief that after the smoke clears, they will be higher, not lower," he said. Here is the list of five stocks: Apple Nvidia Costco AMD Alphabet (Google) "At times, these companies will not do well. But they're amazing businesses with amazing management. I'll give them another chance to have amazing stocks, too, because historically that's been the right call," Cramer said. The major...
    Joseph Papa, CEO, Bausch HealthScott Mlyn | CNBC (This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.) After you receive this email, we will be buying 500 shares of Bausch Health (BHC) at roughly $26.43. Following the trade, the Charitable Trust will own 2,000 shares of Bausch Health. This buy will increase BHC's weight in the portfolio from about 0.93% to about 1.24%. As members know, we are looking forward to hearing from management on Wednesday when the company presents at the JPMorgan Healthcare conference (slide deck here). Ahead of the conference, we took the opportunity last week to revise our price target on the stock to $36 from $29, believing our initial estimates for the rapidly growing Solta Medical operating unit, which is expected to IPO early this year, to have been too conservative. Since our price target revision on January 5th, shares have pulled back an additional ~3%, resulting in a ~7% pullback off of late-December 2021 levels, despite no change in...
    CNBC's Jim Cramer said his charitable trust felt compelled to make purchases during Monday's session after it began so negatively, especially in large-cap technology stocks. While the Nasdaq Composite was able to shake off losses of more than 2% to close slightly higher Monday, Cramer said the investment trust saw opportunities to take advantage of the early weakness and acted for multiple reasons. "When an important index like the Nasdaq trades at a three-month low, you have to at least buy something that's being thrown out because they can't all be that terrible," the "Mad Money" host said. Cramer's charitable trust added to its positions in three stocks: Health-care firm Danaher and semiconductor companies Advanced Micro Devices and Marvell Technology. "We know that many people like to buy a rising market because they have fear of missing out. They're trying to sell high and buy higher, but sometimes they simply buy high and get crushed," Cramer said. "The thing is, if you buy now, you're buying low — or at least, much lower than where we were a few weeks...
    In this article AAPL TSLA Jim CramerScott Mlyn | CNBC(This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.)What I am looking at January 3, 2022: Club mantra: Does it make things and do stuff for a profit?... otherwise shrinking price to earnings multiple... Wells Fargo (WFC) upgraded by Barclays... Charitable Trust name and the cheapest major bank stock (yes, cheaper than Citigroup because we still aren't sure what's wrong there)... price target goes from $50 to $62, cites improvement in regulatory and costs controls... Is this Charlie Scharf's year... Barclays wants rate sensitivity so downgraded U.S. Bancorp (USB)...But Citigroup (C) PT lowered from $86  to $73...Morgan Stanley (MS) PT $110 to $123 at Barclays—Year of the bank? Could be...valuations are very low...we own this for the trust, has been a good win... JPMorgan (JPM) PT  $193 to $202, citing loan growth to accelerate and margins going higher from net interest... Goldman Sachs (GS) $483 to $556; KeyCorp (KEY) PT $24 to 26;...
    In this article UPS PAYX A United Parcel Service driver unloads package in the Lincoln Park neighborhood of Chicago, Illinois, U.S., on Monday, Nov. 30, 2020.Christopher Dilts | Bloomberg | Getty Images(This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.)What I am looking at December 23, 2021 Paychex (PAYX)...how can this company continue to be ignored by the analysts... Barclays raises price target from $115 to $140, citing nice beat and raise... I think much better than that, tremendous hiring binge and new company creation... JD.com (JD)... Tencent disposes 457 million shares, reducing stake from 17% to 3%... this is punishment for antitrust behavior, they have a big slug of Pinduoduo (PDD) too-they have 18 million shares of  the on-line bazaar company... Where are the test kits –the 500 million?... I don't think White House has them... Why is the White House not invoking the Defense Production act to make more pills? Japan says it needs more data for Aduhelm –...
    Honeywell International Inc. signage is displayed on a monitor on the floor of the New York Stock Exchange (NYSE) in New York.Michael Nagle | Bloomberg | Getty Images (This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.) After you receive this alert, we will be buying 50 shares of Honeywell (HON) at roughly $200.54. Following the trade, the Charitable Trust will own 550 shares of Honeywell. This buy will increase HON's weight in the portfolio from about 2.42% to 2.65%.  Honeywell was a laggard in 2021 as some of its segments like Aerospace and Performance Materials and Technologies (oil & gas) had sluggish recoveries,  weighing down the explosive growth in Safety and Productivity Solutions. But we think the time and price is right to get more optimistic about this industrial. Honeywell's fundamentals should improve next year, and accelerating organic sales growth is on the table as the aerospace rebound picks up and the three other reporting segments contribute positive organic sales growth. And despite supply chain...
    In this article WSM (This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.)What I am looking at December 22, 2021 Does Biden have 500 million tests? Where did they come from? What manufacturer? Barclays goes $185 to $195  on Nike (NKE)...keeps buy on it... Stifel goes hold to buy on Darden (DRI)... compelling covid winner b/c of scale... Citi  likes Apple (AAPL) on augmented reality…$170 price target goes to $200... resilient too... Morgan Stanley's Huberty says supply chain improving, could lead to significant upside surprise?... Loop upgrades Williams-Sonoma (WSM)... calls it the premier multi-channel omni brand... I really like this call... Bank of America starts Vulcan Materials (VMC) with  a buy rating... Abbot (ABT)... price target goes from $134 to $150 at RayJay... says durable enough to withstand covid pressures...Trust name General Mills (GIS)... price target goes from $70 to $73 at Citi... cites mixed Q, but raises price target anyway?... Caterpillar (CAT) hold to buy at Bernstein.. says concerns about...
    Jim Cramer on CNBC's Halftime Report.Scott Mlyn | CNBC (This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.) There may be a lot of negativity in the market Monday with prices lower across the board, but we are staying the course for the Charitable Trust and opportunistically looking for stocks to buy in select areas. If you take a step back, the uncertainties facing the market right are not different from what the economy has overcome in the past. We've gone through stretches like this before, and the difficulty of predicting when it will happen is a big reason why we always maintain a well-balanced, diversified portfolio for the Charitable Trust and keep some cash on the sidelines. A selloff like this can be rough, and it never feels good as it is happening. The constant selling tests our patience. But if you take a more medium-term view of things, what you will find is that there are plenty of stocks of great companies...
    In this article CVXGas prices nearing $5.00 per gallon are displayed at Valero and Chevron stations on October 12, 2021 in Mill Valley, California.Justin Sullivan | Getty Images(This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.) After you receive this email, we will be buying 150 shares of Chevron (CVX) at roughly $111.79. Following the trade, the Charitable Trust will own 700 shares of Chevron. This buy will increase CVX's weight in the portfolio from about 1.53% to 1.94%.  Markets are expected to open lower Monday primarily due to concerns related to the rapid spread of the omicron variant and the potential impact it will have on the economic recovery. In addition to COVID-19 related uncertainties, Goldman Sachs cut its GDP forecast for 2022 after learning Sunday that Democratic Sen. Joe Manchin will not support the Biden administration's "Build Back Better" plan. As a result of these negative developments from the weekend, investors are taking a very cautious approach this morning. Stocks are down,...
    Packages move along a conveyor at an Amazon fulfillment center on Cyber Monday in Robbinsville, New Jersey, U.S., on Monday, Nov. 29, 2021.Michael Nagle | Bloomberg | Getty Images (This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.)What I am looking at December 20, 2021: Does omicron hurt tech or retail or travel and can it immunize us quickly if we are vaccinated?... We have not seen omicron hit the more unvaccinated portion of the country yet... BBB will be revised, most likely, to include health care measures but not environmental… I think travel is  short-term loser... Powell re-think???...Manchin defeats current version of the $2.2 trillion package but it will be back ,albeit a little smaller as it is easily broken up... Barclays upgrades AT&T (T) to buy from hold... I agree as this has overshot…better positioned than cable... As word gets out about how easy omicron is to catch you are going to want to own Amazon (AMZN) where people are suggesting that...
    An Estee Lauder cosmetics counter in Los Angeles, California.Lucy Nicholson | Reuters (This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.) We exited our position in Estee Lauder (EL), selling 100 shares at roughly $365.67. Following the trade, the Charitable Trust no longer holds a position in EL. We bought Estee Lauder earlier in the summer because we viewed the company as one of the great reopening plays, thanks to our belief that people wanted to look their very best as they emerged from their homes and gathered in social settings again. We also thought Estee Lauder would be one of the key beneficiaries of loosening Covid restrictions such as mask mandates and travel restrictions. Our thesis played out as we expected. Estee Lauder posted strong results in its most recently reported quarter, with strong double-digit growth in categories like skin care, fragrance, and makeup and a rebound in travel demand.Loading chart... As much as we still consider EL to be a great reopening...
    In this article NUEBundles of steel from Nucor Corp. sit for sale to at Thompson Building Materials in Lomita, California, U.S., on Thursday, Aug. 30, 2012.Patrick Fallon | Bloomberg | Getty Images(This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.) Nucor (NUE), a Charitable Trust holding, plummeted Wednesday despite management providing seemingly rosy earnings guidance for the fourth quarter. Profits in the quarter are expected to be a new record for the company, with management guiding earnings per share in the range of $7.65 to $7.75, up from $7.28 in the third quarter. It is rare to see the stock of a company that has been around for 70 years fall 8.6% on news of record quarterly profit, but expectations matter, and the consensus street estimate heading into the announcement was $7.95. Looking out, Nucor provided limited, yet encouraging commentary about their prospects for next year. "As we approach the end of the most profitable year in Nucor's history, demand continues to...
    Jim CramerScott Mlyn | CNBC (This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.)What I am looking at, December 8, 2021: Virus... Pfizer (PFE) shares keep falling because its efficacy against Omicron is less... but if you take booster, significant risk goes down dramatically... this was always the suggestion—YOU NEED BOOSTER!... this is now the acceptable risk theory: you will get it if you are immune-compromised... And you will get it hard if you are not immunized... Apple (AAPL)—Nikkei sources say Apple can't meet demand and needs more supplies...  I discount this the way I did a week ago when a different report said that they don't need supply because demand is weak... Stanley Black & Decker (SWK) suddenly has money for $4 billion buyback having sold its security business (diversification that didn't hold together) for $3.2 billion in cash to Securitas.... When I interviewed Jim Loree last (CEO) we didn't even talk about this division...13x times adjusted earnings, full price Consolidated Edison (ED)......
    In this article RIVNJim CramerScott Mlyn | CNBC(This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.)What I am looking at, December 6, 2021: Rivian (RIVN) started at neutral at Goldman, JPMorgan...but 9 buys...Morgan Stanley calls it "the one"... cites compelling  product, strong  management, Amazon  relationship...                                          PNC Financial (PNC) cut from hold to sell at Morgan Stanley... this is almost always a bad call because the Street loves a large regional like this... firm goes buy to hold on Citigroup (C) too... wow so far below tangible book, somebody must really not like this one... Betsy Graseck, a powerful analyst, says a lack of catalysts... upgrades Goldman (GS) sell to hold Deutsche Bank (DB) upgraded hold to buy at JPMorgan... High impact: Home Depot (HD) upgraded hold to buy at Opco... cites continued if not outsized sales and profit expansion... Raises price target on Lowe's...
    Jim Cramer on CNBC's Halftime Report.Scott Mlyn | CNBC (This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.) What I am looking at November 30, 2021: Second thoughts about omicron related to downbeat talk by Moderna's Noubar Afeyan co-founder of Moderna (MRNA) who says the strain poses serious threats and Bancel's interview with the FT was much more downbeat then when he was on CNBC... told FT "material drop" in effectiveness... But still using several months time frame to solve things... lots of money on the line for Moderna... I have Dr. Topol on Mad Money tonight who has been the most right of the commentators save Gottlieb... Square (SQ)... sell to hold at Bank of America, but still need visibility on cash app... Dorsey all in – will we get a mid-quarter update tomorrow?... focus turns to Afterpay.... Fits into Seller and Cash App systems... Piper says Edwards Lifesciences (EW) is the best beat and raise story... I think it is better than Medtronic, which missed badly... When will the activists come for 3M...
    The PayPal logo displayed on a smartphone screen with a stock market graphic in the background.Omar Marques | SOPA Images | LightRocket | Getty Images (This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.) We bought 25 shares of PayPal (PYPL) at roughly $191.41 each Monday morning, shortly after the CNBC Investing Club with Jim Cramer newsletter was sent. Following the trade, the Charitable Trust owns 675 shares of PayPal. This buy increased PayPal's weight in the portfolio from about 3.02% to 3.13%. Our purchase of more PayPal on Monday morning is an example of what we call buying with wide scales. See, when you own a stock with sellers who come back day after day with little regard to price, a disciplined way to manage a position like this is to spread out buys across levels. When we enter wide scales mode, we try to add to our position every 5% to 10% per share down from our previous buy. No matter your conviction in the fundamentals,...
    Jen-Hsun Huang, president and chief executive officer of Nvidia Corp., speaks during the company's event at Mobile World Congress Americas in Los Angeles on Oct. 21, 2019.Patrick T. Fallon | Bloomberg | Getty Images (This article was sent first to members of the CNBC Investing Club with Jim Cramer. To get the real-time updates in your inbox, subscribe here.)What I am looking at November 22, 2021: Atlantic Equities starts Salesforce.com (CRM) with a buy... business I am told is very strong... might be worth revisiting Workday which did have a great quarter Adobe (ADBE) upgraded by Atlantic Equities... once again I am told that these guys are having a good quarter Rent the Runway (RENT)... all analysts start coverage of the IPO with buy ratings...Really? —what a dangerous play as all of these apparel IPOs have failed versus traditional apparel companies Would Monster (MNST) merge with Constellation(STZ)?... a powerful combo because Constellation does not have great presence in the convenience store EV hangover... have they gone up too much? Nvidia (NVDA) is really coming on strong... same as Roblox (RBLX)... it is...
    In this article BMY MRK LLY After a tough day of trading on Wall Street, CNBC's Jim Cramer said the market is giving investors an opportunity to find stocks that are excellent buys. "Even though we had a brutal sell-off today, we're still in one of the greatest second chance markets I've ever seen, as you saw with the industrials between mid-morning and the end of the day," the "Mad Money" host said. Stocks had a mixed session Tuesday, with the Dow eking out a gain at the close and the S&P 500 falling 0.7%. The tech-heavy Nasdaq Composite pulled back nearly 2%. "We've seen this happen countless times, people, yet it's very hard for people to remember that you're supposed to buy, not sell, when stocks are collapsing," Cramer said. Cramer pointed to trading in drug stocks to make a case against selling in the face of a sell-off. Shares of Merck, Bristol-Myers Squibb and Eli Lilly, he noted, bounced after they missed estimates in their quarterly earnings reports last week. "I think that Eli Lilly, which...
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