stock takes
Jim Cramer blasts the prospect of a Humana-Cigna deal — it could never be approved by regulators
Jim Cramer urged Humana (HUM) not to pursue a merger with rival health insurer Cigna (CI), questioning the merits of a potential business combination and the likelihood of it passing U.S. antitrust review. Cigna and Humana could reach an agreement on a stock-and-cash transaction by the end of the year, The Wall Street Journal reported […]
Read More
Amazon adds a new reason to get and keep Prime: member discounts on health-care services
Amazon (AMZN) said on Wednesday that it’s offering Prime members a discount on its new health-care service — another perk that should help bring more people into the online retailer’s ecosystem. The One Medical service, which typically costs $199 annually, will be available to Prime subscribers for $9 a month or $99 per year. It […]
Read More
We had a busy week of trades in an oversold market. Here’s the day-by-day breakdown
Elevated bond yields and geopolitical uncertainty continued to be negative for stocks this week as the overall market moved into oversold territory. However, that set us up to put cash to work and make four small buys as our discipline mandates. We also upgraded one of our tech giants after it reported a stellar quarter […]
Read More
What Las Vegas Sands’ powerful earnings report tells us about Wynn Resorts
A rebound in shelling out by Chinese travelers helped Las Vegas Sands ‘ (LVS) supply a powerful quarter on Wednesday. It need to help Club holding Wynn Resorts (WYNN), way too. Las Vegas Sands declared much better-than-expected income and earnings that had been in line with estimates. Extra importantly, the on line casino operator posted […]
Read More
UnitedHealth is back and lifting other health-care stocks with it, Jim Cramer says
Traders work at the post where UnitedHealth Group is traded on the floor of the New York Stock Exchange. Brendan McDermid | Reuters UnitedHealth Group‘s (UNH) quality quarterly results Friday are a good sign for the broader health-care landscape, CNBC’s Jim Cramer said. The managed-care giant earned an adjusted $6.56 per share on revenues of […]
Read More
Here are 3 stocks in our portfolio that Goldman Sachs think will rally on earnings
It’s encouraging to see three Club stocks on the bullish side of Goldman Sachs’ new list of 25 tactical trades for earnings season. Asset allocation can be strategic or tactical. Strategic asset allocation generally refers to longer-term investing — think of this as your buy-and-hold approach. Tactical allocation, on the other hand, is more about […]
Read More
Jim Cramer praises Walgreens new CEO pick, says buy the stock ‘perhaps aggressively’
CNBC’s Jim Cramer on Wednesday praised the incoming CEO of Walgreens Boots Alliance, saying industry veteran Tim Wentworth is the right choice to lead the struggling pharmacy chain in its transition to offering more health-care services. “This guy is the real deal. I just salute him and think he can take you to a higher […]
Read More
15 stocks with a history of dividend growth are expected to deliver once again this year
Broadcom (AVGO), Caterpillar (CAT) and Eli Lilly (LLY) are among the 15 Club stocks with a streak of annual dividend growth that Wall Street expects to continue in their current fiscal years. Long-term investors should look to own companies with a history of dividend growth instead of chasing stocks with high yields, Morgan Stanley strategists […]
Read More
Cramer says Vertex has a drug that may address the ‘largest market opportunity in the world’
CNBC’s Jim Cramer on Monday suggested that investors keep an eye on Vertex Pharmaceuticals (VRTX), a biotechnology company developing a drug to treat acute pain that is not an opioid. “The biggest pharmacy issue [is] how do we get pain removed, or at least nullified, without opiates? They have a plan — Vertex,” Cramer said […]
Read More
It’s time to get bullish on this health tech name, now that it’s shed a drag on growth
We care much more about where a stock is going than where it’s been. With the spin-off of Veralto (VLTO) complete, we decided to look at the path ahead for Danaher (DHR) — now free of its slower-growing, lower-margin water business. In the separation , we decided to keep the 173 shares of Veralto we […]
Read More