Investing Club: What Cramer is watching Wednesday — Russia sanctions, Goldman's consumer press, Caesars waves flag

Published Wed, Feb 23 20229:38 AM ESTUpdated Wed, Feb 23 20223:26 PM EST

What I am looking at Feb. 23, 2022 Russia and sanctions ... Importance? I have Goldman Sachs (GS) CEO David Solomon exclusive on CNBC all day and "Mad Money" at 6 p.m. ET ... Solomon said "our strategy is working" even as stock lags peers ... Goldman going as hard at consumer as possible but it is still a capital markets firm and they will be down ... will consumer and wealth business — credit card, small business loan, now shine? Peloton (PTON) return to growth? I have CEO Barry McCarthy on "Mad Money" ... Palo Alto Networks (PANW) price target raised by multiple analysts ... JPMorgan goes to hold from sell. I had Palo Alto CEO Nikesh Arora on last night ... Zoom (ZM) price target downgraded at Baird and Mizuho ... but both keep a buy rating on the stock. Teladoc Health (TDOC) — four price target downgrades ... Q1 outlook came in below Street on key metrics ... Piper upgrades Marathon (MRO). Devon Energy (DVN) and Pioneer (PXD) remain favorites. Lowe's (LOW) quarterly beat and guidance raise was better than Home Depot (HD) ... LOW sees full-year EPS range of $13.10 to $13.60 ... but sees full-year same-store sales in range of down 1% to up 1% vs. 0.7% forecast ... Caesars (CZR) white flag? Looking for 92 cent quarterly loss ... came in more than double at a $2.07 loss ... done spending ... Intel (INTC) upgrade to market perform from underperform at Raymond James ... research firm says thesis playing out ... TJX (TJX) disaster du jour ... all about not having inventory ... quarterly revenue of $13.9 billion vs. nearly $14.3 billion ... missed on gross margins, too ... Starbucks (SBUX) another union vote in Buffalo, New York ... unions all over the place? I like Bausch Health Companies (BHC) better-than-expected quarterly numbers because they're on target to break up and that's what matters. I think it's a buy ... but need to hear call ... RingCentral (RNG) only 1-cent beat on quarterly earnings ... big plunge after after-hours but now up 2% in premarket ... (Jim Cramer's Charitable Trust is long DVN and BHC. See here 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.

David M. Solomon, Chairman and CEO of Goldman Sachs, speaks during the Milken Institute's 22nd annual Global Conference in Beverly Hills, April 29, 2019

Mike Blake | Reuters

What I am looking at Feb. 23, 2022

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