Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, ran through all 30 holdings in the portfolio during the June Monthly Meeting on Wednesday. Here’s a rapid fire update on each stock, starting with those that Jim and Jeff said investors should consider trimming — or that the …
Sometimes you have to play defense. The stock market has been rocked with uncertainty in 2025, with many of the perennial megacap winners falling out of favor and defensive names stepping up. For months, Wall Street has ruminated on whether President Donald Trump ‘s tariffs will cause a recession and …
Could the rallying S & P 500 go for 10 in a row? The S & P 500 on Friday extended its winning streak to nine straight sessions. That incredible run, not seen for 20 years, wiped out all the losses since President Donald Trump announced his “reciprocal” tariffs on …
My top 10 things to watch Thursday, April 24 1. Wall Street opened muted today after China said trade talks with the U.S. have not started. The stock market was coming off a strong two-session rally on softening tariff rhetoric in Washington. 2. Bristol Myers Squibb reported strong quarterly beats …
You often hear the word “reset” when analysts come on television to describe what’s happening now. That’s genuine Wall Street gibberish and, as you know, I don’t like that language. I translate it on the spot. A reset really means something bad is happening that has caught us by surprise. …
Wall Street fought through a pair of inflation reports and more tariff headlines to post a strong week of gains. On Valentine’s Day, the S & P 500 even flirted with a fresh all-time high before ending Friday’s session with a tiny loss. For the week, the S & P …
DuPont shares jumped Tuesday on better-than-expected earnings and revenue — boosted, in part, by the company’s exposure to the fast-growing artificial intelligence semiconductor market. The stock has tested our patience, but quarters like this demonstrate why we have stayed invested through the doldrums. Fourth-quarter net sales rose 6.7% year over …
During the January Monthly Meeting on Thursday, I looked at catalysts in the year ahead for all 33 stocks in my Charitable Trust, the portfolio we use for the Club. These are specific long-term catalysts — say, six months to a year — that I expect to happen. If there …
The days always start the same way. “So Jeff,” I say, “Time to buy more DuPont ? What do you think of the GE Healthcare here? Any reason to buy more Stanley Black & Decker ? Will Best Buy’s dividend yield support its weight while we wait for an AI …
The holiday shopping season has come and gone. When it comes to stock picking, at least, the desire to find a bargain is as strong as ever. A recent analysis of our portfolio revealed we own more than a couple cheap stocks, including one of our newer additions in Bristol …