Here are some of the tickers on my radar for Tuesday, Sept. 19 taken directly from my reporter's notebook:
- Club name Amazon (AMZN) is poised to hire departing Microsoft (MSFT) Windows and Surface chief Panos Panay. AMZN and MSFT are both CNBC Investing Club holdings.
- Barclays says iPhone units down 5%. Lower year over year. But Club name Apple (AAPL) says demand outstripping supply. No change to buy rating.
- Salesforce (CRM): Citi neutral just recapping incremental versus transformational. CRM also a Club stock.
- Carnival (CCL) to hold from sell at Truist. Good call. Royal Caribbean (RCL) to buy from hold. Fundamental improvement? Travel call back again?
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- Planet Fitness (PLNT): Devastating downgrade to hold from buy at JPMorgan. Reduction in store growth.
- Intuit (INTU) going after expense management firm Bill Holdings (BILL). I would never want these guys against me.
- Splunk (SPLK) doing better. Citi raises price target to $125 per share from $117. CEO Gary Steele is an excellent manager.
- SentinelOne (S) price target to $18 per share from $15. Come on these guys put themselves up for sale and no one bought. Neutral and not worthy.
- Clorox (CLX) price target cut to $140 per share from $150 at Wells Fargo. Keeps underweight (sell) rating.
- B&G Foods (BGS) price target cut to $9.50 from $10 at TD Cowen. Keeps underperform (sell) rating.
Here's a full list of the stocks in Jim's Charitable Trust, the portfolio used by the CNBC Investing Club.