Here are some of the tickers on my radar for Monday, Aug. 21 taken directly from my reporter's notebook:
- Club name Amazon (AMZN) gains market share versus Walmart (WMT) as retail margins expand. WMT better positioned than Target (TGT) in current environment. TGT digital comp sales declined 10.5% year over year.
- Pinterest (PINS) reiterated as buy at UBS. Amazon integration is a promising template. Demand generation is outsourced to Amazon.
- Club holding Salesforce (CRM): Bank of America reiterates buy rating. Calls CRM the "next quality" growth at a reasonable price (GARP) stock. Can outpace 12% to 15% industry growth.
- Snowflake (SNOW) price target to $191 per share from $189 at Citi. Another needless PT change. Last quarter was bad. Maybe this one better?
- Applied Materials (AMAT) price target to $182 per share from $112 at Susquehanna. Keeps neutral rating.
- Taiwan Semiconductor Manufacturing Co. (TSM) is a catalyst-driven idea at Morgan Stanley. Sole supplier for Club name Nvidia (NVDA).
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- VMWare (VMW): U.K. approval to be bought by Broadcom (AVGO).
- Restaurant Brands International (QSR) simplifying but still complicated. JPMorgan starts the Burger King, Popeyes and Tim Hortons company as an overweight (buy); $ 82-per-share price target.
- Acushnet (GOLF) upgraded to buy from hold at Jefferies, which also raise price target to $84 per share from $61. Golf secular trend.
- Goldman Sachs' (GS) wealth business United Capital had about $25 billion in assets under management when GS bought it. Now it considers sale. How about Marcus?
Here's a full list of the stocks in Jim's Charitable Trust, the portfolio used by the CNBC Investing Club.