TJX Companies Inc
Ocean freight orders are signaling a big drop in consumer demand
For the marine shipping industry to cut its carbon footprint in half by 2050, promising technology will need to become reality, and efficiency gains will need to increase as well. Lucy Nicholson | Reuters A significant consumer pullback is showing up in ocean shipping, with logistics managers telling CNBC they have seen a 20% drop […]
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What Nike’s earnings report tells us about 3 consumer stocks in our portfolio
A warning from Nike (NKE) in its first-quarter earnings report has given us some serious insights into a handful of consumer stocks in the portfolio. We call them “readthroughs”: valuable investment clues we find by sifting through financials and comments from other companies, including ones not owned by Jim Cramer’s Charitable Trust, the portfolio we […]
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3 takeaways from our daily meeting: Sticking by the 2-year Treasury, picking at chip stocks, and Club names in the news
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. The 2-year Treasury remains the right buy When to buy our chip plays Quick mentions: TJX, DIS, ABBV 1. The 2-year Treasury remains the right buy We’re saying good riddance […]
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We’re buying more shares of two companies, stepping off the sidelines in this down market
After patiently waiting for the market to pull back over the past few days, we are nibbling on two stocks of high-quality companies. Source
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Buy these quality stocks as the market enters treacherous territory, BMO says
It’s time to consider quality and dividend growth stocks, instead of traditional defensives, to deal with greater volatility ahead, according to BMO Capital. The market is coming off its worst day since June 2020, with the S & P 500 dropping more than 4% on Tuesday on the back of hotter-than-expected U.S. inflation data. Stocks […]
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We were mostly buyers during this turbulent week for stocks. Here’s a recap of all our trades
After raising cash in recent weeks, we put money to work as a Fed-related sell-off tipped the market into oversold conditions. Source
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We’re adding to two stocks in an oversold market — it’s what our discipline mandates
Oversold conditions in the market serves as a reminder that stocks have been hit hard in a very short period of time. Source
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How we’re positioning our portfolio heading into the worst month of the year
We’ve been shaping our investments around companies that can historically hold up in tough environments, and using downturns to buy high-quality tech. Source
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We’re using Tuesday’s down market to buy more of our two newest stocks
We are looking around the portfolio for stocks to buy — but for now, we are sticking with our two most recent initiations. Source
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3 takeaways from the Investing Club’s ‘Morning Meeting’ on Monday
Jim Cramer explains why the CNBC Investing Club is putting cash to work during Monday’s market declines — and discloses the one stock he’s looking to sell. Source
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