Svakog radnog dana CNBC Investing Club sa Jimom Cramerom održava "Jutarnji sastanak" uživo u 10:20 ET. Evo rezimea ključnih trenutaka ponedjeljka. 1. Apple to slow down hiring — what this means for the market 2. JNJ earnings: business is still very strong 3. Halliburton reports better-than-expected earnings 4. Quick mentions: PXD, EL, CRM 1. Apple to slow down hiring — what this means for the market The markets opened on a bright note on Tuesday with the S & P 500 and the Nasdaq both up more than 1.5% in morning trading. It was a welcome reversal from Monday afternoon when all the major U.S. indices fell following reports that Apple (AAPL), one of the world’s most popular consumer brands, announced it will cool down hiring plans and reduce spending in some areas of the company. Apple is not alone. Global investment bank Goldman Sachs (GS) and video services platform Vimeo (VMEO) also announced they will either be slowing hiring or laying off employees. Zašto se to događa? Companies across all sectors are trying to manage rising prices amid a potential economic slowdown, making this a likely emerging theme this earnings season. What’s top of mind for this earning season is whether company profits have held up with higher costs and waning consumer confidence. “Businesses are pivoting right now because they see what the Fed wants to do, and they’re not going to just sit there and lose money,” Jim Cramer said in the Investing Club’s ‘Morning Meeting’ on Tuesday . Overall, we prefer to take an optimistic view and think the market is in rather good shape. 2. JNJ earnings: Business is still very strong Investing Club holding Johnson & Johnson (JNJ) reported solid second-quarter revenue results of $24 billion, a 3% year-over-year increase and earnings per share of $2.59, 5 cents better than the Wall Street consensus. Here’s a quick breakdown: JNJ’s pharma business delivered $13.3 billion in sales, a 6% year-over-year increase. MedTech brought in $6.9 billion in sales, a 1% year-over-year decline. The consumer segment reported $3.8 billion in sales, a 1% year-over-year decline. While these are solid numbers, there were some challenges during the quarter. Inflation pressures and continued supply-chain disruptions impacted JNJ sales. Furthermore, the strong dollar weighed on international sales and compelled the company to cut forward year EPS guidance. On a more positive note, the midpoint of the company’s full-year-adjusted EPS outlook was maintained on an operational basis, which excludes the impact of currency. We think that if the dollar starts to weaken, the stock could see some new highs. Our takeaway from the quarter is JNJ’s business is still very strong. “In terms of experimentation and growth JNJ is the best in the field,” Cramer said. Notable mention: JNJ announced in November 2021 that it will separate its consumer health business from its pharmaceutical and MedTech business, creating two separate businesses, eventually resulting in two publicly traded companies. 3. Halliburton reports better-than-expected earnings Earnings results from the oil field service company and Club holding Halliburton (HAL) came in strong at $5.07 billion versus FactSet estimates of $4.71 billion, and earnings per share of $0.49 vs. an expected $0.45. Halliburton is a beneficiary of tight oil supply and strong demand for the commodity in both North America and international markets. “I expect the international markets will experience multiple years of growth, and I am confident that Halliburton is positioned to benefit more from this multi-year upcycle than ever before,” said Halliburton President and CEO Jeff Miller in the company’s press release. Miller echoed similar sentiments about the company’s ability to grow in North America. By geographic region, Halliburton saw most of its revenue from the North American geographic region. Catch Halliburton’s Jeff Miller on Mad Money tonight. HAL stock rallied on Monday as oil prices rose and is up 1.6% on Tuesday. HAL saw a 52-week high of $43.99 on June 8 and currently stands at about $29. “The stock is not up nearly enough. People decided that the oil business is finished. I expect this stock to have a better move,” Cramer explained. As long-term investors, we like Halliburton for its increasing sales, improving margins, and the fact that it acts as a hedge in our diversified Investing Club portfolio. Year to date HAL is up 20%, while the S & P 500 is down 20%. 4. Quick mentions: PXD, EL, CRM Pioneer (PXD): Bank of America downgraded Pioneer Natural (PXD) to sell from hold. We still like the company for its consistent record of growth and because it has the highest dividend in the S & P 500. Estee Lauder (EL): We sold this stock last December because the multiple was high but it’s coming down. We like this beauty company because it has a huge China presence and is a high-quality company in a fast-growing category. “We should be buying Estee Lauder,” Cramer says. Salesforce (CRM): “The stock reflects a lot of bad and not a lot of good,” Cramer said, but highlighted that Dreamforce, the company’s annual conference which could help add more to company sales. The Club’s position: We are sticking with this company. (Jim Cramer’s Charitable Trust is long AAPL, HAL, JNJ, PXD, CRM. Pogledajte ovdje za potpunu listu dionica.) “Kao pretplatnik na CNBC Investing Club sa Jimom Cramerom, dobit ćete obavijest o trgovini prije nego što Jim izvrši trgovinu. Jim čeka 45 minuta nakon slanja upozorenja o trgovini prije nego što kupi ili proda dionicu u portfelju svog dobrotvornog fonda. Ako je Jim govorio o dionicama na CNBC TV-u, čeka 72 sata nakon izdavanja upozorenja o trgovini prije nego što izvrši trgovinu” GORE INFORMACIJE O INVESTICIJSKIM KLUBIMA PODLEŽE NAŠIM USLOVIMA I POLITICI PRIVATNOSTI, ZAJEDNO SA NAŠIM ODRICANJEM ODGOVORNOSTI. NIKAKVA FIDUCIJARNA OBAVEZA ILI DUŽNOST NE POSTOJI, NITI SE NASTAVLJA, NA OSNOVU VAŠEG PRIMANJA BILO KAKVE INFORMACIJE DANE U VEZI SA INVESTICIJSKIM KLUBOM. 
Jim Cramer on Mad Money, June 14, 2022.
Scott Mlyn | CNBC
Izvor: https://www.cnbc.com/2022/07/19/4-takeaways-from-the-investing-clubs-morning-meeting-on-tuesday.html