Here’s what can go right to lift each of our 34 portfolio stocks


Sometimes, there can be an overwhelming amount of negativity and noise on Wall Street. To counter that, Jim Cramer has said investors should not lose sight of what can go right for their stocks. That doesn’t mean ignoring risks and investing on autopilot. It does mean investors should remember the wall of worry can be surmounted. As Wall Street starts to look ahead to 2025, here’s a look at a few things that can go right for all 34 Club holdings. Abbott Laboratories Legal overhang dissipates: Lawsuits over its specialized formula for premature infants have kept a lid on Abbott shares since March. However, the company’s surprise win in a case a few weeks ago increases the likelihood that a settlement could be reached. The positive stock reaction to that decision hints at what a complete resolution could do for shares. More momentum in medical devices: Abbott’s strong portfolio, led by its flagship FreeStyle Libre for diabetes, has been a bright spot, turning in multiple quarters in a row of double-digit sales growth. Abbott’s over-the-counter continuous glucose monitoring system called Lingo, which recently launched in the U.S., is a key product to watch. Early momentum in sales is promising. Advanced Micro Devices Finding its lane: AMD’s foray into artificial intelligence chips for data centers with its MI300 has gone well, with executives hiking their sales forecast multiple times this year. If huge clients like Microsoft keep investing in AI hardware, AMD should be able to further carve out a lane as a strong No. 2 player behind market leader Nvidia. Smooth chip updates: AMD needs to successfully carry out its annual release cycle for AI chips. The upcoming release of its next-generation MI350x chip, scheduled for 2025, could attract additional customers who want to diversify away from Nvidia chips. Alphabet AI ROI: The Google parent must keep showing that its hefty spending on AI is growing sales and making the company more efficient. Checking both boxes will quiet concerns that its capital expenditures are excessive and that Google Search is ceding share to AI chatbots. Easing on antitrust action: A more lenient regulatory environment under a second Donald Trump presidency could reduce the risk of major antitrust actions. Alphabet recently lost an antitrust case brought by the Justice Department, which argued the company maintained a monopoly in online search and recommended it sell Chrome, its web browser. However, Trump has expressed skepticism about breaking up the company . Waymo expansion: Increased adoption of Waymo’s self-driving technology in new cities — and the potential for a spin-off in the future — would represent big wins for Alphabet’s money-losing “Other Bets” segment. Amazon Retail margin expansion: The e-commerce giant needs to show that it can continue lowering logistics and shipping costs, which would keep alive the improving profitability trend that has been key to the bullish narrative around the stock. Cloud…



Read More: Here’s what can go right to lift each of our 34 portfolio stocks

Abbott LaboratoriesAdvanced Micro Devices IncAlphabet IncAmazon.com IncApple Inc.Best Buy Co IncBlackRock IncBreaking News: MarketsBreaking News: TechnologyBristol-Myers Squibb CoBroadcom Incbusiness newsConstellation Brands IncCostco Wholesale CorpCoterra Energy IncCrowdStrike Holdings IncDANAHER CORPDRNDover CorpDupont De Nemours IncEaton Corporation PLCEnergyGE HealthCare Technologies IncHeresHome Depot Inc.Honeywell International IncInvestment strategyJim CramerliftLILLY DRNLinde PLCmarketsMeta Platforms IncMicrosoft Corp.Morgan StanleyNextracker IncNVIDIA CorpPalo Alto Networks IncportfolioSalesforce IncStanley Black & Decker IncStarbucks Corpstock takesstocksTechnologyTJX Companies IncWalt Disney Co.Wells Fargo & Co
Comments (0)
Add Comment