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stock takes

Jim Cramer says Ford may eventually look to shift some production to Mexico amid UAW strike

by Adesola Mojo
Jim Cramer says Ford may eventually look to shift some production to Mexico amid UAW strike

As the United Auto Workers strike against the Detroit Big 3 persists, CNBC’s Jim Cramer said Thursday he believes Ford (F) may eventually consider shifting additional production to Mexico. “There …

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Categories Automobile

How Meta and Apple are navigating uncertain terrain

by Adrian Jhonsan
How Meta and Apple are navigating uncertain terrain

Club holdings Meta Platforms (META) and Apple (AAPL) made headlines Tuesday, and the reports suggest both tech giants are nimbly adapting to complicated operating environments. Here’s a breakdown of the …

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Categories World

Time to get bullish on Danaher (DHR), now that it’s shed Veralto (VLTO)

by Adrian Jhonsan
Time to get bullish on Danaher (DHR), now that it’s shed Veralto (VLTO)

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 …

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Categories World

How Alphabet, Amazon, Microsoft are responding to antitrust allegations

by Adrian Jhonsan
How Alphabet, Amazon, Microsoft are responding to antitrust allegations

The U.S. government is trying to crack down on Big Tech, claiming a handful of our mega-cap names are using their size and market influence to hurt competition. Still, we …

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Categories World

These are the top 4 Club stocks — and the bottom 4 — during the third quarter

by Adrian Jhonsan
These are the top 4 Club stocks — and the bottom 4 — during the third quarter

September, historically the worst month of the year for stocks, once again brought pain to Wall Street, sending the market lower for the third quarter. A steep rise in Treasury …

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Categories World

We’re on the cusp of being shareholders in Danaher’s water business

by Shawn Butlere
We’re on the cusp of being shareholders in Danaher’s water business

Danaher (DHR) is a day away from shedding its environmental-and-applied solutions segment, and the Club holding’s ability to deliver returns for shareholders appears stronger than ever. Those potential returns can …

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Categories Health

The U.S. is nearing a government shutdown. What that means for stocks

by Adrian Jhonsan
The U.S. is nearing a government shutdown. What that means for stocks

The U.S. is just days from a federal government shutdown at 12:01 a.m. ET on Sunday. If history repeats itself, the lapse in funding could actually set the stock market …

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Categories World

Why we’re looking past the FTC lawsuit to bullish news at Amazon

by Adrian Jhonsan
Why we’re looking past the FTC lawsuit to bullish news at Amazon

There has been a slate of positive headlines out of Amazon (AMZN) in recent days, making clear the Club holding has a strong future ahead. The stock, however, came under …

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Categories World

Health care has had a tough year. Where we stand on our 5 stocks in the sector

by Shawn Butlere
Health care has had a tough year. Where we stand on our 5 stocks in the sector

There’s Eli Lilly (LLY), and then there’s everybody else. That’s a simple way to describe the performance of the Club’s health-care holdings so far this year, in what’s been a …

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Categories Health

Risks to alcohol and food stocks from Ozempic-like weight loss drugs

by Shawn Butlere
Risks to alcohol and food stocks from Ozempic-like weight loss drugs

The rise of new anti-obesity medications could result in less alcohol consumption, impacting Club name Constellation Brands (STZ). The risk already seems to be playing out in food stocks with …

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Categories Health
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