Here are our top 3 and bottom 3 stock performers over the past five weeks

It’s been another month of gains for the stock market, even as Wall Street has had to navigate a barrage of uncertainty. Since the Investment Club’s last Monthly Meeting on October 7, the S&P 500 is up 2%. October marked the sixth consecutive month of gains despite the longest government shutdown ever and valuation concerns about AI trading. The Federal Reserve last month cut interest rates for the second time this year. The club’s three top performers over the past five weeks (DuPont, Eli Lilly and CrowdStrike) have all performed well above the overall market. As of Wednesday’s close, each had a double-digit percentage gain. A closer look at our winners and bottom three stocks (Meta Platforms, Boeing and Linde) ahead of the November Monthly Meeting at noon ET on Thursday. DuPont up 23.6% The bulk of DuPont’s stock gains came after the long-awaited spinoff of its electronics division Qnity in early November. DuPont shares hit multiple record highs after Qnity began trading as a separate stock on November 3. DuPont reported solid third-quarter results last week, but some of the numbers confused Wall Street analysts. We still think the new DuPont, focusing on end markets in healthcare, water and various industries, can achieve better growth as a more focused company independent of Qnity. Of course, we also like Qnity since a large part of their business supports semiconductor manufacturing. Eli Lilly is up 20.6% This hot drug stock outperformed a strong third-quarter report that showed tons of sales growth for its blockbuster GLP-1 treatments. We raised our price target on Eli Lilly from $800 to $925 and maintained a buy-equivalent 1 rating on the shares. A week after that, investors got good news again from positive results in the mid-stage phase of Lilly’s amylin obesity drug called eloralintide. At the same session, the Trump administration announced a GLP-1 pricing agreement with Eli Lilly that would expand access to some weight-loss drugs. On Wednesday, Eli Lilly shares closed above $1,000 for the first time, approaching the $1 trillion market cap. CrowdStrike up 12.6% While there haven’t been any major catalysts for CrowdStrike since Oct. 7, investor sentiment has softened since the chipmaker’s new partnership with the company’s other club name, Nvidia, announced at the annual GTC conference. CrowdStrike management announced another collaboration with CoreWeave last week. Also last month, Wall Street firms such as Bank of America, RBC Capital, BTIG and Oppenheimer all increased their cybersecurity stock price targets. Meta is down 14.6% Meta is at its lowest position since our October meeting. Technology stocks fell more than 11% on Oct. 30 following the post-bell earnings report. The company made headlines, but Wall Street didn’t like management increasing capital spending. The overall weakness in AI trading didn’t help sentiment either. The club was added to our Meta position on Monday. The unfair decline gave us the chance to buy for the first time in three years. Boeing lost 11.9% Boeing shares fell after earnings in late October. The company recorded a $4.9 billion charge, above forecasts, due to delays on its 777X wide-body aircraft. Management said Boeing is on track to deliver the most aircraft in seven years, further reinforcing our optimistic view of the turnaround under CEO Kelly Ortberg. That’s why we viewed Boeing’s post-earnings decline last week as a buying opportunity. Linde down 8.8% Linde can also trace its stock performance to the company’s quarterly results at the end of October. The industrial gas giant beat earnings, but a lack of cash flow and softer guidance disappointed investors. We maintained our 2 rating, which means we will wait for further pullbacks to buy more shares. Ultimately, Linde’s pricing power allows the firm to consistently serve investors in different economic conditions. (See here for a complete list of stocks in Jim Cramer’s Charitable Trust.) When you subscribe to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trading alert before buying or selling a stock in his charitable foundation’s portfolio. If Jim talked about a stock on CNBC TV, he would wait 72 hours after issuing the trading alert before executing the trade. THE ABOVE INVESTMENT CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY, TOGETHER WITH THE DISCLAIMERS. NO CIVIL OBLIGATIONS OR DUTIES EXIST OR SHALL BE RESULTING FROM YOUR RECEIVING ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTMENT CLUB. NO SPECIFIC RESULT OR PROFIT CAN BE GUARANTEED.

