Investing Club: What Cramer is watching Tuesday — One of our top stocks gets a big buy call

Published Tue, Jan 18 20229:04 AM EST

What I am looking at January 18, 2022: Whither oil... bonds say Fed ready to go...oil to $100... Zscaler (ZS) upgraded from hold to buy at Morgan Stanley... Snowflake (SNOW) hold to buy William Blair...big call-fastest growing... says various risks are now reflected in the stock…$400 in November down to $289... Wells Fargo takes Sherwin-Williams (SHW) buy to hold... saying not a surprise given raw cost issues... BMO says that Under Armour (UA) is a healthy brand thrown out with the bathwater... MoffettNathanson reiterates neutral on Disney (DIS) ... says lots of things not right... but poses no real answers and questions cash needs because of parks and how best to use Disney Plus and release sked... relentless focus on the consumer is not enough... a Club name — do we buy more?.. Williams-Sonoma (WSM) ... has it been punished enough?... Citi says maybe even as market has moved away against defense stable margin businesses... this one has really been crushed... Citi takes price target from $225 to $165... was it that weak a Christmas? Bernstein puts incredible push on Boeing (BA) ... says double recovery ahead, buy now ahead of near-term catalysts... this is a very big name for the club... Gap (GPS) ...Morgan Stanley hold to sell ...negative Morgan Stanley... Wynn (WYNN) and Caesars (CZR) they like for 2022... Airbnb (ABNB) ... downgraded buy to hold at Gordon Haskett... limited near-term multiple expansion... Stifel ServiceNow (SNOW) price target cut... was $725—goes to $650... Intel (INTC) ... Citi raising estimates and starting positive catalyst... says PC demand well above expectations... but still a lot of wood to chop... reiterate neutral... notebook upside... Chipotle (CMG) ... Piper Sandler says sales expectations are achievable... Wells Fargo (WFC) ... $58 to $65 pt at Raymond James...says revenue -driven EPS... ConocoPhillips (COP) upgraded by Goldman Sachs... cites brent higher, continued capital discipline-but will they really?... We have RBN Energy's Rusty Braziel on Mad Money tonight.. Deutsche Bank on Netflix (NFLX) ... recent numbers not satisfying... $590 pt goes to $580.... But Netflix service price increase is large says KeyBanc... Piper also constructive... Is Goldman Sachs (GS) really as bad?... hangover from JPM—what do they have?... Wedbush best idea: Palo Alto Networks (PANW) ... cybersecurity is big push... JPMorgan price target lowered from $390 to $385 on Meta (FB) ... says revenue could decelerate. Cowen pt $130 to $150 on Abbvie (ABBV) ... Rinvoq approved by FDA, approved for atopic dermatitis... Deutsche Bank raises Apple (AAPL) pt to $200 from $175... robust demand for iPhone13...expects another strong year as less than 30% upgraded to 5G by their estimate... (Jim Cramer's Charitable Trust is long DIS, BA, AAPL, ABBV, WFC. See here for for a full list of the stocks.) As a subscriber 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 trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.

A Boeing 737 MAX airplane lands after a test flight at Boeing Field in Seattle, Washington, June 29, 2020.

Karen Ducey | Reuters

What I am looking at January 18, 2022: