10 Things Kramer Must Watch Market Tuesday: Dow, iPhone, GNG

The Apple Store on Nanjing Road Pedestrian Street in Shanghai, China, on December 16, 2022.

CFOTO | Publishing in the future | Getty Images

Top 10 things to watch Tuesday, January 31st

1. Will it continue to outperform speculative stocks? The worst market performers of 2022 – including crypto stocks, SPACs and cloud software – are some of the biggest winners of this year’s rally. stay away. As I wrote SundayI see this as a moment to turn around in mature stocks that goes with the so-called old or real economy.

2. You’ll find many real economy stocks, or work horses, in the Dow Jones index. We took a look at its 30 members To show how it matches the names we have in Trust.

3. UBS says iPhone sales, or sales to end users, fell 12% in the fourth quarter of 2022 as a result of supply chain disruptions; Maintained buy rating on an Apple (AAPL). Let’s say that’s the consensus now, which would put the stock at around $130.

4. Apple is one of 9 Club stocks to report a quarterly dividend on Thursday. The list includes an industrial conglomerate Honeywell International (Honours) , Starbucks (SBUX) and the tech giant the alphabet (The Google). These reports and conference calls should provide significant information on the state of the US economy. Here is our breakdown Thursday’s schedule, including analyst estimates for earnings per share and revenue.

5. McDonald’s (MCD) posted really impressive numbers – beating earnings and revenue estimates. But the market doesn’t like it, and that’s stupid. The stake fell more than 1% in Premarket.

6. Johnson & Johnson (JNJ) would not be able to use its bankruptcy ploy to offload tens of thousands of lawsuits over its talc products. A US appeals court ruled The healthcare group has incorrectly placed a subsidiary in Chapter 11 even though it is not in financial distress. Still a mess. The company has already paid $3 billion.

7. Humira’s days as the best selling drug are over today Amgen (AMGN) in selling nearly identical biological material. Apve (ABBV), which makes an injectable treatment for rheumatoid arthritis, expects a 45% drop in sales in 2023. This is mostly priced at inventory, which sells at a low multiple.

8. Larva (CAT) sales increased 20% in the fourth quarter of 2022 thanks to strong demand for its construction equipment. This is a really great quarter, but the stock is being treated poorly by the market.

9. Deutsche Bank sees improved leadership and efficiency in Disney (DIS). New CEO Robert Iger will use his own plan, and better integrate Hulu.

10. The amazing decline in natural gas is something to celebrate as it is used for so many things. Prices fell to their lowest in nearly two years on Monday, thanks to an unusually warm winter.

(We see here (For a full list of shares in the Jim Kramer Charitable Trust.)

As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim places a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a share in his charity fund portfolio. If Jim talks about a stock on CNBC, he waits 72 hours after the trade alert is issued before executing the trade.

The above investment club information is subject to our website terms and conditions And privacy policytogether Disclaimer. No fiduciary obligation or duty will be created, or created, by virtue of your receipt of any information provided in connection with Investment Club. There are no specific results or guaranteed profit.

Leave a Comment