Club names that have been big winners before

Club names that have been big winners before

Strange but true: The S&P 500 has been solidly higher 12 months after the midterm elections in every cycle since 1954, according to Yardeni Research, regardless of which party won or lost. The broad market index’s average one-year gain in 17 post-election windows has been around 15%. These facts are on our minds this Election … Read more

What Cramer sees on Tuesday — possible GOP gains, Nvidia defecting, Kohl’s CEO out

What Cramer sees on Tuesday — possible GOP gains, Nvidia defecting, Kohl’s CEO out

Midterm polls: We should have some early evening signs from the exit polls.

2 takeaways from Thursday’s Investment Club Morning Meeting

2 takeaways from Thursday’s Investment Club Morning Meeting

Every weekday, the CNBC Investing Club with Jim Cramer hosts a “Morning Meeting” live stream at 10:20 a.m. ET. Here’s a recap of Thursday’s highlights. It’s not too late to sell Quick Mentions: QCOM, COST, HUM 1. It’s not too late to sell Stocks fell on Thursday, extending Wednesday’s losses after the Federal Reserve reaffirmed … Read more

4 of our stocks are in the news. Here is the club’s take on each development

4 of our stocks are in the news.  Here is the club’s take on each development

Four of our club holdings — Costco Wholesale ( COST ), Amazon ( AMZN ), Humana ( HUM ) and Bausch Health ( BHC ) — were in the news Thursday. Here’s how we feel about the development. Costco The News: Costco reported sales for the retail month of October after the closing bell Wednesday … Read more

Beijing Allowing BioNTech Covid Vaccine Increases Our China-Linked Stocks

Beijing Allowing BioNTech Covid Vaccine Increases Our China-Linked Stocks

Estee Lauder ( EL ) and other club stocks with meaningful exposure to the Chinese economy jumped Friday on news that BioNTech’s ( BNTX ) Covid vaccine will soon be available to foreign residents living in China. We are cautiously optimistic about vaccine development, raising hopes that Beijing will soften its restrictive pandemic policies after … Read more

Cano Health is a buy

Cano Health is a buy

Hasbro Inc: “I actually don’t even like the toy companies right now. … Let’s wait now.” Viatris Inc: “I don’t like those guys. I think so [Johnson & Johnson] is going to spin off its consumer products company and it’s going to be very, very good.” IAC Inc: “That stock is so down. … Do … Read more

Starbucks ( SBUX ) solid Q4 earnings, guidance despite China move

Starbucks ( SBUX ) solid Q4 earnings, guidance despite China move

Club parent Starbucks ( SBUX ) reported strong fiscal fourth-quarter results after the closing bell on Thursday, giving us confidence that demand can withstand softness in the global economy and China’s continued adherence to its zero-Covid policy. Revenue rose to a quarterly record of $8.4 billion, beating expectations of $8.31 billion. The adjusted earnings per … Read more

Cramer’s lightning round: I’m sticking with Nvidia

Cramer’s lightning round: I’m sticking with Nvidia

Nvidia Corp: “I know it’s overvalued right now. … I think a year from now the stock will be higher and I’m sticking with Nvidia.” GoPro Inc: “I said sell that stock… $95, never look back.” Home Depot Inc: “I think the Fed is squarely aimed at renovating and building housing … But you have … Read more

Qualcomm fiscal fourth-quarter earnings meet expectations, guides lower

Qualcomm fiscal fourth-quarter earnings meet expectations, guides lower

Club company Qualcomm ( QCOM ) reported after-hours fourth-quarter financial results on Wednesday that matched Street expectations. But a glut of inventory led the chipmaker to significantly lower guidance, sending shares down 7% in the aftermarket. Revenue rose 22% year over year to $11.39 billion, which topped expectations of $11.37 billion. Adjusted earnings of $3.13 … Read more

Stay away from ‘fool’s gold’ software stocks

Stay away from ‘fool’s gold’ software stocks

CNBC’s Jim Cramer on Wednesday advised investors to stay away from software stocks. “Data has become fool’s gold. Data is iron ore. When you hear the word data and you see a loss, I don’t care what kind of growth the company has, I don’t care what kind of software it has, it’s bad,” said … Read more