In a volatile moment for the market, we took a modified approach to our Monthly Meeting for April, with Jim Cramer and Director of Portfolio Analysis answering more questions from members than usual. We used their responses to put together a rapid-fire update on most stocks in the portfolio – and while a few names…
My top 10 things to watch Monday, April 14 1. Apple and Nvidia got temporary tariff reprieve on electronics, and the Club stocks jumped. I don’t trust it. My column on Sunday explores what’s happening. Wall Street was heading for a higher open after a wild week. 2. Following Friday night’s exemption guidance, Commerce Secretary…
My top 10 things to watch Tuesday, April 8 1. U.S. stocks are heading for a strong open after Thursday and Friday’s post-tariff announcement plunges and Monday’s huge swings. President Donald Trump’s country-specific levies are set to go into effect tomorrow. 2. Ahead of the tariff deadline, the U.S. and China are going back and…
A Wall Street firm issued price target reductions for three of our industrial stocks. However, the changes are not cause for concern. The news Analysts at Barclays on Wednesday struck an upbeat tone on Honeywell despite modestly revising their price target on the stock to $247 a share from $251. The new target still implies…
My top 10 things to watch Wednesday, March 26 1. The long knives are still out for Nvidia . Today’s example is a story in the Financial Times about environmental rules in China that, if tightly enforced, could ban sales of Nvidia’s H20 chips. The rules were put in place last year, but suspiciously are…
Another bruising week on Wall Street gave us a chance to open up our wallet and pick up a number of stocks on sale. The week ahead will offer investors a fresh look at inflation at a time of growing economic and trade policy uncertainty. The S & P 500 and Nasdaq Composite sank 3.1%…
My top 10 things to watch Tuesday, March 4 1. Tariffs lower the price we will pay for stocks. Remember, we are now in the era of “Every Day Lower Prices,” call it the Walmart-White House. This is from a president who used the market to measure success. 2. Wall Street was under pressure again…
Rekindled inflation concerns and President Donald Trump threatening reciprocal tariffs Friday slammed the door on the possibility of a winning week on Wall Street. For the week: the Dow and the Nasdaq each lost just over 0.5%, and the S & P 500 fell almost 0.25%. All three stock benchmarks were higher on the week…
My top 10 things to watch Friday, Feb. 7 1. Wall Street was heading for a muted open after Friday’s jobs report showed lackluster nonfarm payrolls growth but a lower unemployment rate. The S & P 500 closed higher Thursday, extending its winning streak to three straight sessions. 2. The U.S. economy added just 143,000…
My top 10 things to watch Thursday, Feb. 6 1. Wall Street was looking at a mixed open. The Dow, the S & P 500, and the Nasdaq all put together back-to-back gains ahead of Thursday evening’s quarterly earnings report from Club name Amazon and Friday morning’s big government jobs report. 2. Club name Honeywell…