Everyone of the week, the CNBC investment club with Jim Cramer releases the house – an afternoon update, only in time for the last hour of trading in Wall Street. Markets: The shares were low Friday, placing the S&P 500 on the right track for a decrease of more than 1.5%. The growing concerns about the health of the US economy were the main driver of the decline. PMI -Preliminary February S&P Global were weaker than expected with the index of services immersed in the shrinkage territory. Final reading of the feelings of the consumer feelings of the University of Michigan of February Michigan. Existing January home sales numbers fell more than expected. Also the Federal Atlanta Reserve Bank offers a continuous rating of GDP through its GDPNow forecast, which has already been revised in the decline in recent weeks. The latest data will not provide any relief. We do not know when this great sales program that hits the market will end, but our extremely large money we have built in recent weeks provides us with protection in this decline. We will see we put these more opportunistic funds as the market shock continues. We added our Eaton position on Friday. Green pockets: There are some green spots within the Red Sea, but Friday’s reserves were largely limited in protective groups such as consumer producers, municipal services and health care. It makes sense when the market worries about economic growth. Apple was slightly higher in the idea that it would take on tariff exceptions if it built plants in the United States. Danaher was curiously one of the biggest winners in the portfolio on Friday and working in back-to-back sessions with approximately 1% profits despite the wider market weakness. The only news we see is that on Thursday evening Danaher announced a 19% increase in her quarterly dividend. While it is beautiful, Danaher is not considered a dividend game as its yield is about 0.6%. The company also presented its 10-K late Thursday, and analysts in Jefferies highlighted a discovery that could suggest stubborn for income this year. Jefferies noted Danaher that he had begun a cost-saving initiative that could be $ 150 million or more. “While it is unclear if this was factorized in the ’25 guidelines, we see this development as ultimately positive (potential> $ 0.17 EPS head if it weren’t) and another DHR example by taking steps to protect P&L (what investors want) “Jefferies wrote on Friday. Finally, Danaher announced a new member aboard. The company added Charles Lamanna to its board and the Board Science and Technology Committee. Lamanna has a strong background in the world of technology. He is currently a Vice President of the Corporation in Microsoft working on energy products. We like the experience that Lamanna brings, but a bigger shock at C-SUITE levels may be needed to bring this company once extraordinary and shares on the right track. Jim Cramer emphasized this point in our monthly meeting when he argued that the current management team had grown very complacent. Next week: It will be one more loaded with about 50 companies in the S&P 500 scheduled to report. The most important will be the Nvidia, which is set to be released behind the Wednesday closing bell. Salesforce also reports Wednesday evening. Four more club names report during the week: Coterra Energy on Monday evening, Home Depot Tuesday morning, and retail out -of -the -way prices Wednesday morning. There is also a ton of Fed Fedh, and it will be interesting to hear their thoughts on some of the economic weakening data. Completion of things on Friday is the PCE priority index, FED inflation’s favorite measure. (Look here for a full stock list in Jim Cramer’s charity.) As a subscriber of the CNBC investment club with Jim Cramer, you will receive a trade alarm before Jim makes a trade. Jim waits 45 minutes after sending a commercial alarm before buying or selling an action on his charity portfolio. If Jim has spoken of a CNBC TV action, he waits 72 hours after issuing a trade alarm before executing trade. The above information of the Investment Club is subject to our conditions and conditions and the privacy policy, along with our denial. No obligation or task of trust exists, or is created, due to receiving your information provided with respect to the investment club. No specific outcome or profit is guaranteed.
Everyone of the week, the CNBC investment club with Jim Cramer releases the house – an afternoon update, only in time for the last hour of trading in Wall Street.