New Wall Street research on 3 stocks leans into the reasons we own each of them

Jim Cramer and CNBC Investment Club with Jim Cramer on weekdays are organizing a live stream at the “Morning Meeting” at 10:20. Here is a summary of the key moments on Tuesday. The 1st Wall Street was modestly lower on Tuesday, S&P 500 and Nasdaq were shifting from record -high closing to start the week. Investors digest the latest updates on trade and economy. Treasury Secretary Scott Bessent told the CNBC that the US-China trade talks have been “increasingly productive” and expressed confidence that an agreement was close. On the data side, more August retail sales increase than expected did not change the expectations of 25 basis points to reduce interest rates on Wednesday afternoon at the end of the Federal Reserve’s two -day monetary policy meeting. According to CME Fedwatch Tool, the market rates of 75 basic Fed scores are still high by the end of the year. 2. Amazon, a price target target in Truist from $ 250 rose to $ 270 per share. Analysts examined credit card data until September 6, which showed that Amazon was watching $ 1 billion in front of the estimates of North American income. “It is nice to see the plan on the data of the quarter is monitored above.” He said. The stock declined after a 8% earnings on August 1 after the company’s business revenue appearance was predicted. At that time, we reduced Amazon to the conservative prediction date. “You need to remember that this is a very big company,” said Jeff, pointing to many parts of retail, cloud computing and advertising. “It’s hard to predict what a three -month income will be. So, in my opinion, they usually provide a conservative perspective.” “Based on what Truist said today, apparently the appearance will be conservative once again.” 3. According to Mike Mayo, Noted Wells Fargo Analyst, the largest banks that increase the price target called Goldman Sachs from $ 785 to $ 855 are earning in this economic environment. Mayo said that the capital markets benefit from accelerated activity and profitability in the raid demand directed by large -saving jobs. In January, we returned to Morgan Stanley and Goldman Sachs to be exposed to further exposure to capital markets and investment banking. “Morgan Stanley still has a big capital market business. However, this reserve management franchise is a greater percentage of income for the Goldman Sachs of Capital Markets. Because Goldman has been one of the best bank stocks this year, J Jeff said. 4. Club Holding Microsoft announced an increase of 10% in a three -month dividend on Monday. According to Morgan Stanley, the support was compatible with the company’s five -year average. While Microsoft’s dividend return remains small, analysts said that the software and cloud giant remained over 55 billion dollars in the current stock receiving authority. Analysts also said that the dividends are a strong total return profile with young people’s gains per stock growth. (Jim Cramer’s philanthropic trust is Long Amzn, GS, Msft. See here for the full list of stocks. Jim is waiting for 45 minutes after sending a trade warning before buying or selling a share in the portfolio of charitable confidence. If Jim talked about a stock on CNBC TV, he’s waiting for 72 hours after trading warning before trading. The above investment club information is subject to our conditions and conditions and our Privacy Policy with the waiver. There is no confidence or duty or not, as you receive any information provided in connection with the Investment Club. A specific result or profit is not guaranteed.




