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Here are the 13 stocks Jim Cramer is watching, including Amazon, Apple, Carnival

Panos Panay, chief product officer of Microsoft Corp., displays the new Surface Laptop 3 computer during a Microsoft product event in New York on Oct. 2, 2019. Microsoft unveiled a dual-screen, foldable phone that will run on Google’s Android operating system, jumping back into a market it exited years ago.
Mark Kauzlarich | Bloomberg | Getty Images

Here are some of the tickers on my radar for Tuesday, Sept. 19 taken directly from my reporter's notebook:

  • Club name Amazon (AMZN) is poised to hire departing Microsoft (MSFT) Windows and Surface chief Panos Panay. AMZN and MSFT are both CNBC Investing Club holdings.
  • Barclays says iPhone units down 5%. Lower year over year. But Club name Apple (AAPL) says demand outstripping supply. No change to buy rating.
  • Salesforce (CRM): Citi neutral just recapping incremental versus transformational. CRM also a Club stock.
  • Carnival (CCL) to hold from sell at Truist. Good call. Royal Caribbean (RCL) to buy from hold. Fundamental improvement? Travel call back again?

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  • Planet Fitness (PLNT): Devastating downgrade to hold from buy at JPMorgan. Reduction in store growth.
  • Intuit (INTU) going after expense management firm Bill Holdings (BILL). I would never want these guys against me.
  • Splunk (SPLK) doing better. Citi raises price target to $125 per share from $117. CEO Gary Steele is an excellent manager.
  • SentinelOne (S) price target to $18 per share from $15. Come on these guys put themselves up for sale and no one bought. Neutral and not worthy.
  • Clorox (CLX) price target cut to $140 per share from $150 at Wells Fargo. Keeps underweight (sell) rating.
  • B&G Foods (BGS) price target cut to $9.50 from $10 at TD Cowen. Keeps underperform (sell) rating.

Here's a full list of the stocks in Jim's Charitable Trust, the portfolio used by the CNBC Investing Club.

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