Investing Club: What Cramer is watching Monday — oil stocks make headlines as Russia-Ukraine war enters second week

Published Mon, Feb 28 20229:25 AM ESTUpdated Mon, Feb 28 202210:32 AM EST

What I am looking at Feb. 28, 2022 Ukraine will not roll over quickly, but Russia's Vladimir Putin knows his regime rests on subduing them. Chechnya Two? Putin took over after that disaster. Putin razed Grozny in 2000. Is nuclear threat about preventing a no-fly zone What's impacted and what isn't in the S & P 500 . Oil and natural gas should be winners. BP (BP) conundrum: The British energy giant said Sunday it was offloading its 19.75% stake Russian-controlled oil company Rosneft. Exxon (XOM) and Sakhalin: The oil giant owns a 30% in Sakhalin Island oil and gas fields in Russia's Far East ... more pressure to get out after BP exit and Norway sovereign fund said it will divest from Russia. Renewable Energy agreed to be bought by Chevron (CVX) for $61.50 per share, compared to Friday's close of $43.81. Ukraine is the world's fourth-largest exporter of both corn and wheat. Toronto-Dominion Bank (TD) will buy First Horizon (FHN) for $25 per share. FHN comes on "Mad Money." Tennessee but also reaches into Texas and Louisianan ... Bank of America upgrades both PulteGroup (PHM) and Toll Brothers (TOL) to buy from sell ... but Barclays lowers price target for Toll to $61 from $72 and retains sell ... Rates too low? BAC: no 50 BPS raise in March ... Rocket (RKT) price target cut to $14 from $23 at Citi ... Barclays cuts too. Wells upgrades American Electric (AEP) to buy from hold. I had the company on last week , business is particularly robust ... BMO Capital likes Block (SQ) and Dollar Tree (DLTR): expects re-rate of SQ's 60 times 2023 estimates given its growth potential. I question that ... multiples are still shrinking. DLTR shift to $1.25 ... Looking for accidental high yielders. Gap (GPS) 4.4%, Foot Locker (FL) 5.5% ... but I like Newell (NWL) 3.82% with excellent quarter … Lear (LEA) downgraded to hold from buy at Morgan Stanley ... this after Meritor (MTOR), Tenneco get bids. Alibaba (BABA) price target slashed to $170 from $247 at Barclays after company reported earnings broadly in line with estimates ... Everbridge (EVBG) price target lowered to $40 from $60 at Barclays ... enterprise software maker with disappointing fourth-quarter earnings. LivePerson (LPSN) price target cut to $18 from $30 at Barclays and maintains sell. Very odd call: Citi likes apparel maker Carter's (CRI), raises PT to $127 from $124. Apple (AAPL) reiterated buy, $210 price target at JPMorgan after buy-side survey Tesla (TSLA)— sell but margins could go higher: Bernstein's Toni Sacconaghi Marvell Technology (MRVL) reports March 3: beat and raise says JPMorgan. Citigroup (C) — Wells Fargo's Mike Mayo: Russia exposure, credit reserves, was trying to sell consumer bank in Russia Best Buy (BBY) price target lowered to $105 from $135 at Raymond James, $107 from $134 at JPMorgan, $90 from $110 at Wells Fargo. Berkshire Hathaway 's (BRK.a) annual letter: energy, Apple, Burlington Northern Santa Fe (trains), Geico (insurance) Airbnb (ABNB) hosts 100,000 Ukrainians. GlaxoSmithKline initiated with a hold at Stifel. (Jim Cramer's Charitable Trust is long AAPL, CVX and MRVL. 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.

An oil pumping jack, also known as a "nodding donkey", in an oilfield near Dyurtyuli, in the Republic of Bashkortostan, Russia, on Thursday, Nov. 19, 2020.

Andrey Rudakov | Bloomberg | Getty Images