ທຸກໆອາທິດ, ສະໂມສອນການລົງທຶນຂອງ CNBC ກັບ Jim Cramer ມີການຖ່າຍທອດສົດ "ກອງປະຊຸມຕອນເຊົ້າ" ເວລາ 10:20 ໂມງເຊົ້າ. ET ນີ້ແມ່ນບົດສະຫຼຸບຂອງຊ່ວງເວລາສຳຄັນຂອງວັນສຸກ. There is a bifurcation in the market Quick hit: AMZN, PG, DHR, AAPL Club events to watch for next week 1. There is a bifurcation in the market Stocks were down on Friday after FedEx (FDX) warned of a worsening global economy. Transport stocks are typically seen as a bellwether for the economy. Wall Street was headed for a losing week that would more than wipe-out the prior week’s gains. FedEx CEO Raj Subramaniam told Jim Cramer in an interview for Thursday’s “Mad Money” that he believes the global economy is headed for a recession. While we’re trying to figure out how much of FedEx’s guidance was due to macro headwinds versus any problems the company might’ve had, we’re sure about one thing. There are two markets right now: one that is defensive and not economically sensitive and another that is still going to get hurt by the state of the global economy and strong dollar. 2. Quick hit: AMZN, PG, DHR, AAPL While Amazon (AMZN) does conduct business with FedEx, we are sticking by our decision to buy more shares when it reaches $120. We’re bullish on Procter & Gamble (PG), a defensive stock, since it sells must-have consumer staples and its commodity costs are beginning to ease. We bought 25 more shares Friday . Danaher (DHR) is doing everything right, especially considering its positive earnings preannouncement and its plans to separate its Environmenal and Applied Solutions unit. That’s a big win for shareholders like us. Looking like Apple (AAPL), it has a huge number of orders for its new iPhone 14 Pro and Pro Max, making us believe the stock is a buy as stocks go down. 3. Club events to watch for next week While Nvidia (NVDA) CEO Jensen Huang often wows investors when he speaks about the company, we’re not sure what to expect at its GTC conference Sept. 19-22 after the company warned of challenging gaming conditions and chip export restrictions in August. Salesforce (CRM) holds its Dreamforce software conference Sept. 20-22. However, Jim said Friday that the stock is not a buy right now because a sizable portion of their business is overseas, which is getting hurt by the strong U.S. ໂດລາ. Qualcomm (QCOM) holds its automotive investor day Sept. 22. Last week, we bought more shares because we continue to believe the stock’s undemanding forward earnings multiple does not properly reflect the company’s diversification efforts into automotive and internet of things revenue streams. Costco (COST) will report its fiscal fourth-quarter results on Sept. 22. CEO Craig Jelinek told Jim on Tuesday that he sees inflation turning around in six to 12 months . Reviewing the wholesaler retailer’s monthly sales figures, they continue to be strong even as inflation persists. (Jim Cramer’s Charitable Trust is long AMZN, AAPL, CRM, DHR, PG, NVDA, QCOM. ເບິ່ງທີ່ນີ້ສໍາລັບບັນຊີລາຍຊື່ເຕັມຂອງຫຼັກຊັບ.) ໃນຖານະທີ່ເປັນຜູ້ຈອງ CNBC Investing Club ກັບ Jim Cramer, ທ່ານຈະໄດ້ຮັບການແຈ້ງເຕືອນການຄ້າກ່ອນທີ່ Jim ຈະເຮັດການຄ້າ. Jim ລໍຖ້າ 45 ນາທີຫຼັງຈາກສົ່ງການແຈ້ງເຕືອນການຄ້າກ່ອນທີ່ຈະຊື້ຫຼືຂາຍຫຼັກຊັບໃນຫຼັກຊັບຄວາມໃຈບຸນຂອງລາວ. ຖ້າ Jim ໄດ້ເວົ້າກ່ຽວກັບຫຼັກຊັບໃນ CNBC TV, ລາວລໍຖ້າ 72 ຊົ່ວໂມງຫຼັງຈາກອອກຄໍາເຕືອນການຄ້າກ່ອນທີ່ຈະດໍາເນີນການການຄ້າ. ຂໍ້ມູນຂອງສະໂມສອນການລົງທຶນຂ້າງເທິງແມ່ນຂຶ້ນກັບຂໍ້ກໍານົດ ແລະເງື່ອນໄຂຂອງພວກເຮົາ ແລະນະໂຍບາຍຄວາມເປັນສ່ວນຕົວ, ພ້ອມກັບການປະຕິເສດຄວາມຮັບຜິດຊອບຂອງພວກເຮົາ. ບໍ່ມີພັນທະ ຫຼືໜ້າທີ່ຂອງການເງິນ, ຫຼືຖືກສ້າງຂື້ນ, ອີງຕາມການໄດ້ຮັບຂໍ້ມູນໃດໆກໍຕາມທີ່ສະໜອງໃຫ້ໃນການເຊື່ອມຕໍ່ກັບສະໂມສອນການລົງທຶນ.
Source: https://www.cnbc.com/2022/09/16/3-takeaways-from-fridays-meeting-including-how-defensive-plays-are-wins-in-this-two-sided-market.html