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stock takes

Here’s why shares of Palo Alto Networks still have more room to run

by Adrian Jhonsan
Here’s why shares of Palo Alto Networks still have more room to run

Cybersecurity leader Palo Alto Networks (PANW) has endured a slew of volatile trading sessions over the past month, plunging on the back of a peer’s weak forward guidance before skyrocketing …

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Categories World

These banks are solid and cheap. But investors should be cautious

by Adrian Jhonsan
These banks are solid and cheap. But investors should be cautious

With the banking sector facing a myriad of crosscurrents — including stricter government regulations, higher interest rates and scrutiny from U.S. rating agencies — financial stocks are looking cheap. But …

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Categories World

Wall Street gets more bullish on Nvidia (again). Where Cramer stands

by Adrian Jhonsan
Wall Street gets more bullish on Nvidia (again). Where Cramer stands

Following a sharp slide from its mid-July record highs, Nvidia (NVDA) seems to be coming back into favor ahead of its quarterly release Wednesday evening. It’s hard to even fathom …

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Categories World

Retail earnings show shoppers will spend money for value, favoring TJX, Costco

by Adrian Jhonsan
Retail earnings show shoppers will spend money for value, favoring TJX, Costco

A busy week of retail earnings revealed that American consumers are spending with value top of mind. It’s a trend that benefits two Club names well-positioned to sell the best …

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Categories World

Jim Cramer says Adobe is top software player in A.I. right now

by Adrian Jhonsan
Jim Cramer says Adobe is top software player in A.I. right now

Adobe (ADBE) has the best artificial intelligence offerings among software companies right now, CNBC’s Jim Cramer said Thursday. “I think they’re No. 1,” Cramer said on “Squawk on the Street.” …

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Categories World

Jim Cramer worries about a UAW union strike at Ford. Here’s how we’re playing the stock

by Adesola Mojo
Jim Cramer worries about a UAW union strike at Ford. Here’s how we’re playing the stock

Jim Cramer is cautious about Ford (F) due to the heightened risk of a United Auto Workers strike, which has been a recent overhang on the Club stock. But, Jim …

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Categories Automobile

Activists ease up on Salesforce. 10 other Club stocks traded by Wall Street pros

by Shawn Butlere
Activists ease up on Salesforce. 10 other Club stocks traded by Wall Street pros

The extraordinary activist-investor interest in Salesforce (CRM) eased further in the second quarter, according to the latest regulatory filings from influential Wall Street pros. These big-name investors also made moves …

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Categories Health

Jim Cramer sees a ‘new king’ in trucking and a ‘golden age’

by Milton Acorn
Jim Cramer sees a ‘new king’ in trucking and a ‘golden age’

Morgan Stanley’s decision Tuesday to boost its price target on XPO Logistics (XPO) to $65 a share, from $45, could signal a “new king” in the trucking-and-logistics industry, CNBC’s Jim …

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Categories Science

Boosting These 3 Industrials: Unleashing the Power of Trillions in Infrastructure Stimulus

by Adrian Jhonsan
Boosting These 3 Industrials: Unleashing the Power of Trillions in Infrastructure Stimulus

The U.S. government is deploying trillions of dollars of stimulus money into infrastructure investments, boosting the prospects for a number of industrials in the Club portfolio. On the back of …

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Categories World

During this busy earnings week, check out the 5 price-target changes and 4 trades we executed

by Shawn Butlere
During this busy earnings week, check out the 5 price-target changes and 4 trades we executed

In a jam-packed week of earnings, the Club executed multiple trades and elevated price targets for some of our biggest stocks. Many of these moves stemmed from what we saw …

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Categories Health
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