It was another month of gains for the stock market, even as Wall Street had to navigate a barrage of uncertainty. Since the Investing Club’s last Monthly Meeting on Oct. 7, the S & P 500 jumped 2%. October marked the sixth month in a row of gains, despite the longest-ever government shutdown and valuation concerns about the artificial intelligence trade. The Federal Reserve last month cut interest rates for the second time this year. The Club’s top three performers over the past five weeks – DuPont , Eli Lilly , and CrowdStrike – have far outperformed the broader market. Each secured double-digit percentage gains as of Wednesday’s close. Here’s a closer look at our winners and our bottom three stocks — Meta Platforms , Boeing , and Linde — ahead of Thursday’s November Monthly Meeting at noon ET. DuPont up 23.6% The bulk of DuPont’s stock gains came after the long-awaited early November spinoff of its electronics division, Qnity . Shares of DuPont have hit several record highs after Qnity started trading as a separate stock on Nov. 3. DuPont posted solid third-quarter results last week, but some of the numbers confused Wall Street analysts. We still think the new DuPont — focusing on end markets in health care, water, and diversified industrials — will be able to achieve better growth as a more focused company free of Qnity. To be sure, we also like Qnity, as the bulk of its business supports semiconductor manufacturing. Eli Lilly up 20.6% This red-hot drug stock has outperformed on a strong third-quarter report that featured a ton of sales growth for its blockbuster GLP-1 treatments. We raised our price target on Eli Lilly to $925 from $800, and maintained a buy-equivalent 1 rating on shares. A week after that, investors received good news again from positive results in a mid-stage of Lilly’s amylin obesity drug called eloralintide. That same session, the Trump administration announced a GLP-1 pricing deal with Eli Lilly that will broaden access for some of its weight-loss drugs. On Wednesday, Eli Lilly stock closed above $1,000 for the first time — nearing a $1 trillion market cap. CrowdStrike up 12.6% While there wasn’t any one key catalyst for CrowdStrike since Oct. 7, investor sentiment has sweetened since the company’s new partnership with fellow Club name Nvidia , which was announced at the chipmaker’s annual GTC conference. CrowdStrike management announced another collaboration with CoreWeave last week. Plus, over the past month, Wall Street firms like Bank of America, RBC Capital, BTIG, and Oppenheimer have all raised their price targets on the cybersecurity stock. Meta down 14.6% Meta claimed the bottom spot since our October meeting. The tech stock dropped more than 11% on Oct. 30, the session following its after-the-bell earnings report. The company delivered on headline numbers , but Wall Street didn’t like that management boosted capital expenditures. Broad weakness in the AI trade didn’t help sentiment either. The Club added to our Meta position on Monday. The unwarranted decline gave us a chance to buy for the first time in three years. Boeing down 11.9% Boeing shares declined following earnings in late October. The company recorded a $4.9 billion charge that was higher than estimates on delays of its 777X wide-body plane. Management did say that Boeing is on track for its most airplane deliveries in seven years, furthering our upbeat view on the turnaround under CEO Kelly Ortberg. That’s why we saw Boeing’s post-earnings drop as a buying opportunity last week. Linde down 8.8% Linde can also trace its stock underperformance to the company’s late October quarterly results. The industrial gas giant beat on earnings, but a cash flow miss and softer guidance disappointed investors. We maintained our 2 rating , meaning we would wait for a further pullback to consider buying more shares. After all, Linde’s pricing power allows the firm to consistently deliver for investors in different economic conditions. (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Here are our top 3 and bottom 3 stock performers over the past five weeks
