Banks Face Challenges in Commercial Real Estate Sector Banks are navigating uncertain waters as the commercial real estate (CRE) sector continues to struggle. However, there are positive developments in the operations of Wells Fargo (WFC) and Morgan Stanley (MS) that can offset potential weaknesses stemming from CRE exposure. We are optimistic about Morgan Stanley’s dealmaking …
There’s Eli Lilly (LLY), and then there’s everybody else. That’s a simple way to describe the performance of the Club’s health-care holdings so far this year, in what’s been a challenging period for the industry overall. Of the 11 market sectors year to date, health care is the fourth worth-worst performer, falling 4%, followed by …
The revolutionary emergence of new medications designed to combat obesity may have a significant impact on the consumption of alcohol, potentially affecting renowned brand Constellation Brands (STZ). This risk is already being observed within the food industry, particularly among companies that specialize in snacks and junk food. However, Constellation Brands, the powerful Mexican beer company …
In a week filled with major events such as Nvidia’s quarterly results and Federal Reserve Chairman Jerome Powell’s Jackson Hole address, our portfolio underwent a series of adjustments. These changes were driven by careful analysis and strategic decision-making. Let’s take a closer look at our trades and price-target adjustments for each day. Monday set the …
Every weekday, the CNBC Investing Club with Jim Cramer hosts a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of the key moments from Friday’s session. 1. Wall Street experienced some volatility on Friday following Federal Reserve Chairman Jerome Powell’s morning speech at the central bank conference in Jackson Hole, Wyoming. Powell expressed …
Since the CNBC Investing Club’s July Monthly Meeting, the stock market has experienced significant volatility due to various factors, including quarterly earnings reports and inflation data. As a result, Wall Street has faced challenges in recent weeks. In this article, we will highlight the top performers from the Club’s portfolio during this period. 1. Eli …
The remarkable interest from activist-investors in Salesforce (CRM) has continued to decline in the second quarter, according to the latest regulatory filings from influential Wall Street professionals. These prominent investors have also made moves in nine other Club stocks during a strong three-month period that marked the best first half of the market in years. …
Here’s our Club Mailbag email [email protected] — so you can send your questions directly to Jim Cramer and his team of analysts. We are unable to provide personal investing advice. However, we are more than happy to address general questions regarding the investment process, stocks in the portfolio, or related industries. Here’s our Club Mailbag …
Every weekday, the CNBC Investing Club, led by Jim Cramer, conducts a “Morning Meeting” livestream at 10:20 a.m. ET. Let’s review the key moments from Monday’s session: 1. U.S. stocks saw a rise on Monday, although August continues to be challenging. Nvidia (NVDA), which has been experiencing a downturn recently, experienced a 5.5% surge at …
Every weekday, the CNBC Investing Club with Jim Cramer hosts a “Morning Meeting” livestream at 10:20 a.m. ET. Let’s take a look at the key moments from Wednesday’s session. Back-to-Back Losses On Wednesday, U.S. stocks experienced their second consecutive day of decline, as investors awaited this week’s crucial inflation data. The consumer price index (CPI) …