Wall Street made big calls around 4 portfolio stocks. Where we stand

Wall Street analysts revealed bold predictions on four portfolio stocks this week, as investors digested the latest inflation data and December earnings season kicked off. Here’s a summary of each report, along with the Club’s updated take on each. Morgan Stanley Wall Street’s take: HSBC cut Morgan Stanley’s rating to hold from buy on Monday, … Read more

Jim Cramer says positive analyst notes hold real power in this market

CNBC’s Jim Cramer said today’s market presents a rare landscape where analyst upgrades and price target bumps are catalysts for market action. “These recommendations and little tidbits and asides suddenly have power in this market because, at the moment, there doesn’t seem to be anything about what we call ‘resistance,’” he said, “Meaning there’s nothing … Read more

These are the 11 stocks in our portfolio that Wall Street likes best

The list of most-loved Club stocks on Wall Street entering the new year resembles the list of 2023 winners, except for two stocks: Constellation Brands and Disney . The Mexican beer importer and media-and-entertainment giant are among the 11 Club holdings with buy-equivalent ratings from at least 75% of the analysts who cover them, according … Read more

Only 2 are in the Magnificent Seven

It was a big rebound year for stocks. The S & P 500 gained 24%, while the Dow rose 14% and the tech-heavy Nasdaq rose more than 43%. All three major averages were coming off big losses in 2022. Our portfolio of 33 stocks also bounced back. Throughout the year, we held onto our conviction … Read more

A tech-heavy portfolio can be still considered diversified. Here’s how

Here’s our Club Mailbag email [email protected] — so you send your questions directly to Jim Cramer and his team of analysts. We can’t offer personal investing advice. We will only consider more general questions about the investment process or stocks in the portfolio or related industries. This week’s question: Can you discuss how to weigh … Read more

Our top 5 stocks from mid-November until the eve of December’s Monthly Meeting

U.S. stocks have been trending higher since the Investing Club’s November Monthly Meeting as markets celebrate signs of cooling inflation and a seemingly less hawkish Federal Reserve . The S & P 500 has jumped 5.2% since the market close on the Nov. 15 meeting day through Monday’s close. Equities have sustained a rally after the … Read more