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This quarter showed how Goldman has become a well-oiled machine, says Jim Cramer
CNBC Television· 2025-07-16 23:56
Investment Strategy - During earning season, a stock decline is often wrongly perceived negatively, potentially creating buying opportunities [1] - When a stock declines after earnings, investors should first review the conference call transcript and use chatbots to identify potential missed issues [10] - If the analysis is positive, consider buying on weakness, as the decline is unlikely to last [11] - Pyramid buying, gradually increasing the investment as the stock goes lower, can be a solid strategy [6] Goldman Sachs Analysis - Goldman Sachs' stock is considered cheap by many, including its alumni, despite sophisticated valuation metrics [3] - CEO David Solin's efforts have transformed Goldman Sachs into a more consistent earnings generator [5] - The company's blowout quarter was met with an initial stock decline, which was viewed as a buying opportunity [6] - Goldman Sachs experienced its best trading quarter in history, with strong wealth management and improving M&A and IPO activity [8] - The market may re-evaluate Goldman Sachs with a higher price-to-earnings multiple, potentially propelling the stock higher [5][8]
As market gets weighed down by tariff news, remember stocks are holding up well, says Jim Cramer
CNBC Television· 2025-07-11 23:50
As the market gets weighed down by a flood of new tariff announcements, Dow slipping 279 points, S&P declimbing.33%, NASDAQ dipping 22%. We have to remember that stocks are holding up incredibly well versus what you might have expected a few months ago. At these levels, the market remains pretty overbought.You know, I don't like that. But all the new tariff threats barely dragged us down today. What we're seeing here is resilience.something that stems from tremendous demand for stocks for individual investo ...
Shake Shack: Traffic Needs To Improve Before I Buy
Seeking Alpha· 2025-05-02 19:54
Core Insights - The Q1 earning season has revealed that many major companies are maintaining their outlooks for the year despite macro volatility caused by tariffs [1] Group 1 - Major companies, including Shake Shack, have not cut their forecasts for the year, indicating resilience in the face of economic challenges [1]