It is important to keep in mind how JNJ is much, much more than the baby powder business.
Now that we have plenty of capital to work with and the market has moved a leg lower, we will continue upgrading the portfolio and reallocating cash into a few stronger names.
The combination of these two sales will finance a buy in JNJ and increase our cash position.
CAPE CANAVERAL, Fla., Dec.
Markets remain treacherous as investors are becoming increasingly concerned about a number of factors.
Will enhance transatlantic security
If we see downside being priced in, that creates the opporunity to buy.
Jim discusses the Fed decision to raise interest rates and its impact on the markets, what stocks/sectors he is interested in for 2019, and a number of Portfolio names.
TEWKSBURY, Mass., Dec.
It was another volatile week in the U.S. equity markets.
Like Chess, we are at the point of the game where each side starts losing pieces that actually matter.
Raytheon missile and radar key to success
We look at Apple, Facebook, Raytheon, BP and WestRock.
Jim discusses his approach to this market, CVS Health, Apple, WestRock, Johnson & Johnson, and much more!
Once again, it was a volatile week for U.S. equities.
Jim discusses how to view yesterday's wild swing in the market in terms of today's session, today's jobs report, UnitedHealth Group, oil, and more!
Management recently reaffirmed its upstream business free cash flow target.
Jim discusses Johnson & Johnson, the financials, Schlumberger, why Raytheon is interesting on growing global tensions, our Cisco buy, and much more!
There are several reasons why the defense sector, and a best-of-breed company like Raytheon, have gotten attractive.
The market responded favorably after Fed Chair Jerome Powell portrayed a more dovish stance on interest rates.
We are in the process of reviewing the portfolio, addressing what positions need to be altered as we approach the end of the year.
Jim Cramer weighs in on Visa, Wynn Resorts, Target, Opko Health, Bed Bath and Beyond.
Markets endured another volatile week.
We'll take advantage of weakness to scoop up shares of both names.
WALTHAM, Mass., Nov.
Markets had another volatile week as trade tensions crossed currents with a U.S. midterm election that was closer than many had predicted.
Jim Cramer weighs in on the midterms: Markets like gridlock, he says, and investors are glad the election uncertainty is over.
Jim Cramer takes a closer look at Cisco, Albemarle, BJ's Wholesale Club, Compass Diversified Holdings, DocuSign, Caesar's Entertainment and more.
We think defense stocks, among other sectors, can rally.
Company will develop data automation, analytics and AI capabilities
