The Club held its “Monthly Meeting” for April on Tuesday, providing a window into our current thinking on the stocks in Jim Cramer’s Charitable Trust — including an updated list of the 10 core holdings in the portfolio. Those 10 companies , which we generally view as the best in their respective industries, are Apple (AAPL), Costco Wholesale (COST), Morgan Stanley (MS), Johnson & Johnson (JNJ), Starbucks (SBUX), Danaher (DHR), Nvidia (NVDA), Linde (LIN), Eli Lilly (LLY) and Pioneer Natural Resources (PXD). In addition to an in-depth look at the core holdings, we’re providing key takeaways here on the other 25 stocks in the Club’s portfolio. Advanced Micro Devices (AMD): Bottoms are increasingly evident in the chipmaker’s key end-markets like personal computers, laying the groundwork for AMD’s business to meaningfully turn around later this year. When AMD reports earnings next week, we’ll be looking for signs that its integration of Xilinx has proven a success. Amazon (AMZN): Investors will be looking closely at profit margins and the growth rate at cloud unit Amazon Web Services when the company reports earnings after the closing bell Thursday. We maintain our view that the ecommerce giant can do more to improve its bloated cost structure. Bausch Health (BHC): For the pharmaceutical company’s stock to gain any traction, Jim said it needs to win the fight over its Xifaxan drug patent . We wish we had more insight into that legal dispute than management has provided. Caterpillar (CAT): A flood of U.S. government spending on infrastructure should provide multiyear tailwinds to Caterpillar’s business starting this year. But in the near term, investor attention will be on the health of its order backlog when the manufacturing company reports first-quarter earnings before the opening bell on Thursday. Salesforce (CRM): Questions continue to swirl about the overall state of enterprise software spending. But at Salesforce, CEO Marc Benioff is ushering in a slimmer, more-profitable version of the company. The newfound cost discipline is what shareholders like us — and the numerous activist investors that have swarmed Salesforce in recent months — wanted to see. Cisco Systems (CSCO): Wall Street seems to believe that Cisco will never see a period of meaningful growth again. The pessimistic attitude has prevented Cisco shares from breaking out, even as the company has reported quality results of late. Its next earnings release, set for May 17, may provide a spark for the stock and give us a chance to sell. Coterra Energy (CTRA): Jim said for those wanting to put money to work in one of the Club’s energy holdings right now, Coterra is his top choice. Management has wisely made stock buybacks a major priority, and the company’s exposure to natural gas should pay off over the long term. Disney (DS): The media-and-entertainment giant’s stock performance has been exceedingly frustrating. But there’s no denying Disney’s franchise value . As the company’s cost-cutting moves under CEO Bob Iger take hold, an inflection point should arrive. Unfortunately, it might not happen when the company reports fiscal second-quarter results May 10 and, instead, may be more of a third-quarter earnings story. Estee Lauder (EL): Shares of the prestige cosmetics firm have climbed more than 30% from early November lows. And there’s more upside ahead for the stock, as China’s economy continues to reopen this year. China accounts for roughly a third of Estee Lauder’s total revenue. Emerson Electric (EMR): We remain frustrated with management at this automation-focused industrial, despite it ultimately reaching an amicable deal to buy National Instruments (NATI) following an initial hostile-takeover bid. Jim said he’s giving the company six months to demonstrate its strategy is working, or else we’ll part ways. Ford Motor (F): The automaker is another Club holding on a short leash. After a disappointing fourth-quarter print, we’re hoping to see evidence that CEO Jim Farley has righted the ship. We remain curious about the potential impact Tesla ‘s (TSLA) aggressive price cuts on electric vehicles could have on Ford and its legacy peers. Foot Locker (FL): We added to our newest Club holding on a pullback Monday. We’re banking with CEO Mary Dillon, whose impressive run leading Ulta Beauty (ULTA) instills confidence in her ability to turn around the sportswear retailer. Alphabet (GOOGL): The tech behemoth has been dropped from our core-holdings list, replaced by Nvidia. Jim said his faith in Google’s parent company has waned because it has failed to capitalize on a range of initiatives outside its core search engine business. Faced with increased competition around artificial intelligence, Jim said he wants to see improving financials at Alphabet, not just talk. Alphabet reported better-than-expected first-quarter results after the closing bell on Tuesday. Halliburton (HAL): Halliburton’s first-quarter earnings, released before the bell Tuesday, fortified our conviction in the oilfield services firm . The results were considerably better than the stock’s 3.5% drop would indicate. Honeywell International (HON): Honeywell was replaced by Linde on our core-holdings list. Our rationale for the switch largely centers around the industrial conglomerate’s upcoming CEO shakeup. With the retiring Darius Adamczyk set to be replaced by Vimal Kapur in June, we’re in wait-and-see mode with the stock. Humana (HUM): The market frequently changes its mind about Humana. One week, the health-care stock will be firmly out of favor. Investors will then return to Humana and its managed care brethren when economic slowdown fears are more pronounced. That’s been the case so far this week, with the stock up more than 2%. We’ll see if the traction sticks after Humana reports Wednesday morning. Meta Platforms (META): CEO Mark Zuckerberg’s “year of efficiency” has propelled the social media firm’s stock more than 70% higher this year, following a brutal 2022. Zuckerberg deserves credit for reining in costs. But now we want to see whether the Facebook and Instagram parent can begin to reaccelerate top-line growth. It reports quarterly numbers after Wednesday’s close. Microsoft (MSFT): After Tuesday’s close, Microsoft issued better-than-expected quarterly numbers and strong revenue guidance, while highlighting its AI prowess — a key pillar of our investment thesis. Palo Alto Networks (PANW): Cybersecurity spending has been resilient despite concerns about an economic slowdown, which is why we continue to stick with Palo Alto. We purchased 25 shares on April 10, gradually growing our position in a company we first bought in February. Procter & Gamble (PG): The consumer products giant on Friday delivered an earnings beat , while raising its full-year guidance. Crucially, P & G’s volumes were down only 3%, despite a 10% price increase. A rollover in chemical prices, along with declining freight costs, should help lift the company’s profitability in the coming quarters. Qualcomm (QCOM): Jim said he remains committed to exiting our Qualcomm position into strength. He acknowledged that the chipmaker’s low price-to-earnings multiple hasn’t been enough for the investment to be fruitful. Constellation Brands (STZ): Wall Street hasn’t seemed to appreciate the quality guidance the Corona beer parent issued in early April. We’re more than wiling to be patient, though, especially knowing Constellation just hiked its dividend by 11% . TJX Companies (TJX): The off-price retailer may prove to be a beneficiary of Bed Bath & Beyond’s bankruptcy . Jim said he’s shocked TJX’s stock price isn’t higher, while urging Club members to be patient with their ownership. Wells Fargo (WFC): When turbulence strikes shares of Wells Fargo, it could be an opportunity to buy the stock, not sell it. With each passing quarter, the bank continues to resolve regulatory issues that have plagued it for years. Wynn Resorts (WYNN): Like Estee Lauder, Wynn Resorts is a play on China’s economic recovery after roughly three years of Covid-19 restrictions. Shares of the casino operator have almost doubled over the past six months, but the turnaround of its business in the Chinese gaming hub of Macao is still playing out. (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) 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.
Jim Cramer at the NYSE, June 30, 2022.
Virginia Sherwood | CNBC
The Club held its “Monthly Meeting” for April on Tuesday, providing a window into our current thinking on the stocks in Jim Cramer’s Charitable Trust — including an updated list of the 10 core holdings in the portfolio.
GM has unveiled the new version of the Chevy Bolt, its popular, affordable EV with an upgraded battery and an otherwise very similar package to its last iteration, and we’re on the scene at the unveiling at Universal Studios Hollywood to get you all the info you need.
The Chevy Bolt was originally released in the 2017 model year. It was GM’s first real, modern effort at an EV, designed to be all-electric rather than a compliance car like the old Chevy Spark EV. (GM did previously design the EV1 from the ground up, but it came along before the lithium ion era of EVs, and was decidedly a compliance car).
But, due to an extended recall and because the Bolt used GM’s first-gen EV platform, rather than its whiz-bang new “Ultium” system, GM retired the vehicle in late 2023, even though it was having its best sales year ever.
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But, that wasn’t the end for the model. After declaring the Bolt dead but before ending production on it, GM said that it would bring back an Ultium-based Chevy Bolt (which our publisher Seth Weintraub has taken to calling the “Boltium”).
And now, it’s finally time for the official unveiling, and we’re on hand at Universal Studios Hollywood for a “Bolt Block Party” showing off the new vehicle.
Meet the new Bolt, same as the old Bolt
When Chevy retired the Bolt and said they would bring it back later, we expected it to be similar, but perhaps not this similar. From the exterior, the new Bolt and the old Bolt EUV are nearly indistinguishable.
The front fascia is slightly modified with a black line between the headlights and no black border around the fake grille, and the rear has different taillights (lifted higher, a big demand from Bolt owners), and slightly more paint on the bumper. That’s about it. But we knew all that already, after seeing it charging in public last week.
Now we’re getting information on the interior and specs, which are the juicy updates we were hoping to hear changes on.
GM hasn’t publicized 0-60 times yet, but the Bolt will use the same motor as the Equinox EV, which gives 210hp. That’s about the same as the previous Bolt, and it weighs a similar amount, so we’re imagining similar performance as the 6-ish seconds 0-60 of the previous Bolt – peppy and more than enough for any daily needs, but not a sportscar.
In particular, the original Bolt’s main technical limitation was its low DC charge speed. It maxed out at 50kW, but often was even slower than that. In a world where many vehicles can now charge at 200kW+ speeds, the new Bolt needed an update.
Thankfully, it got one. The new Bolt is now capable of a 150kW charge rate, with a 10-80% charge in 26 minutes. GM says this is about three times faster than the previous generation.
This is due to a new 65kWh LFP battery, utilizing GM’s Ultium EV platform. The previous Bolt used LG cells, and was built before GM developed Ultium. This led the Bolt to be the only vehicle in GM’s EV stable on a different technology, and is what necessitated its retirement and retooling.
The new battery also offers different specs, with 255 miles of range (GM estimate). That’s a bit more than before, which is nice, plus you can charge to 100% every night because it’s LFP. But the DC charge speeds are really the bigger story here. Faster DC charge rates enable more seamless roadtrips.
Further enabling those roadtrips is the Bolt’s new NACS port, allowing it to use the Tesla Supercharger network. An adapter is still available to use on CCS networks, but Superchargers are typically a better experience, and the whole industry is moving in that direction at this point.
Another major change is in the Bolt’s software. The previous one had CarPlay, but this one won’t.
A lot of people are unhappy about that, and I understand the unhappiness. People have gotten used to CarPlay (or Android Auto), and lots of people love it, because it’s so much better than the software from whatever 2010s-era vehicle they came from. Infotainment systems have been horrendous in vehicles for a long time.
However, I argue that these phone-based car UIs aren’t actually that great. They are inherently generic, and unable to be tied deeply into vehicle functions in a way that provides a single coherent interface. That’s why I actually liked the UI in the Blazer EV, GM’s first implementation of its post-CarPlay solution, and continue to think that GM made an acceptable choice here.
So, I do think the Bolt UI will turn out okay. GM may take a little time to iron out some kinks, but in the longer term, I think this solution is better, and will enable over-the-air updates which saves time and trouble for everyone.
The interior has had a refresh with larger display, added ambient lighting, and cupholders which can be rearranged to accommodate larger cups. It also has more dash storage for passengers.
Rear cargo space is the same as the outgoing Bolt EUV at 16 cubic feet with the seats up, or 57 with the seats down. Incidentally, with the seats down, this is actually the same amount of cargo space as the Equinox EV, which is 20 inches longer than the Bolt. Quite a feat of packaging efficiency here.
Finally, and perhaps most importantly, the price. Chevy says the launch edition will be a limited run at $29,990, and then later will be accompanied by an LT trim with base price $28,995. That’s quite an attractive price, and as of right now, makes it the cheapest EV announced in America.
Electrek’s Take
One interesting thing about this unveiling is its timing – or rather, the timing of another unveiling which happened just about 24 hours ago. That’s when Tesla finally took the wraps off its long-promised “more affordable” EV, which turned out to just be a stripped-down version of its Model 3/Y with a still disappointingly-high $37k-$40k base price.
Tesla’s timing for that announcement could have been an attempt to steal the wind from the Bolt’s sails, but given the pricing of that vehicle compared to this one, we’re thinking that there may not be much cannibalization.
My main disappointment in the Bolt is that the new model is based on the EUV version, rather than the EV version. The previous iteration of the Bolt originally came in a smaller version dubbed the EV, with a six-inches-longer EUV version coming later. The EV actually sold in higher numbers than the EUV throughout the model’s life, but it was also available for longer.
But when Chevy announced it would bring back the Bolt, it said the new version would be EUV-only. At the time I found this folly, and I still do. We need smaller cars, not larger ones. While the EUV is still a more reasonably-sized vehicle than almost anything else on the road, I am still disappointed that it is moving in the wrong direction as far as size goes.
Nevertheless, in the current US environment where everyone seems determined to make using roads as unsafe as possible, the EUV is still smaller than the vast majority of cars available
And the price, well, that’s really the kicker. After republicans raised the price of every EV by $7,500 during an affordability crisis, with unwisetariffs also inflating consumer prices at the same time, it’s getting harder to buy a vehicle.
But the Bolt now joins the fray as one of the most affordable EVs out there, alongside the new Nissan Leaf which will cost under 30k (and even less, once a future lower-spec trim is announced), and significantly cheaper than other low-ish-priced EVs like the Equinox EV, Ioniq 5, and the aforementioned “more affordable” standard Model 3/Y.
That’s a big deal, and it makes the new Bolt a similar calculation as when it earned Electrek’s Vehicle of the Year. But now, it doesn’t even have the main downside it had at the time – its low DC charge rate, and battery questions during what was a messy recall. Both of those problems were solved here, leaving a calculation with few downsides.
We haven’t driven the car yet, though we’ll get a few minutes in it later in the event. But it’s only going to be around the block at the Universal backlot, so we can’t give a full review, but from what we’ve seen today, it looks like quite an attractive value proposition.
We’re still at the event right now for the next few hours, so if you’ve got any questions that you’d like us to check on or relay to GM employees, let us know in the comments and we’ll see if we can get some answers (especially you Bolt owners). And, we just got all this info, so we’ll be updating this article as we digest more.
The 30% federal solar tax credit is ending this year. If you’ve ever considered going solar, now’s the time to act. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
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Cool Down’s system has already been shown to reduce air conditioning use by up to 67% per season by leveraging the consistent temperatures found in basements. With the release of its upgraded Smart Control Unit, the company is adding even more functionality and savings for homeowners across different climates.
The new Smart Control Unit introduces a range of intelligent features that make the system more versatile and user-friendly. Homeowners can now see their estimated energy savings in real time, giving them a clear picture of their return on investment and helping them optimize system performance. A new Basic Heating Mode means the system can now be used in winter to capture and circulate heat from areas with wood or pellet stoves, mini-splits, or rooms with south-facing windows. The addition of a Dehumidification Mode allows your AC or heat pump to dry out basement spaces just like the rest of the house, improving indoor air quality and further reducing cooling costs.
For days when comfort takes priority, Power Boost Mode temporarily ramps up cooling and dehumidification performance. Eco Boost Mode maximizes efficiency by preventing the AC or heat pump from switching on, which is ideal for shoulder seasons or mild climates. And for homes without ductwork, Standalone Mode enables Cool Down to operate as a central cooling system on its own, delivering significant cost savings even if it’s not as powerful as a traditional AC.
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“The Smart Control Unit is about putting more control – and more savings – in the hands of homeowners,” said Damien Semel-DeFeo, founder of Cool Down. “These new modes allow the system to be customized for any home, climate, or energy-use goal.”
Cool Down offers a practical, low-cost alternative or supplement to traditional cooling systems as electricity rates continue to rise nationwide. The system is professionally installed in just a few hours, integrates with or without existing HVAC equipment, and requires no refrigerants, compressors, or external condensers.
The 30% federal solar tax credit is ending this year. If you’ve ever considered going solar, now’s the time to act. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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The IONIQ 9 is about to get an upgrade. Hyundai’s new electric SUV was spotted with some serious off-road upgrades, hinting that a new XRT trim is on the way.
The Hyundai IONIQ 9 XRT brings a new off-road look
It may look like it’s straight out of the future, but Hyundai’s first three-row electric SUV is actually pretty impressive.
The IONIQ 9 offers a lounge-like interior with space than a Ford Explorer, boasts an impressive driving range, and features an interior loaded with advanced tech and digital screens. What else could you ask for?
How about an upgraded off-road version? We knew the IONIQ 9 was likely due for the XRT treatment after a camouflaged model was spotted last year rocking all-terrain tires, a souped-up suspension, and an added tow wrench on the front bumper.
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Hyundai’s design boss, Simon Loasby, confirmed that two new IONIQ 9 variants, including a rugged off-road and a high-performance model, were in the works after unveiling the electric SUV last year.
According to TheKoreanCarBlog, Loasby said, “We are working on two distinct projects—N and XRT—apart from the standard lineup,” Loasby said.
After another IONIQ 9 with similar off-road elements, it seems only a matter of time before Hyundai makes it official.
The new photo from Kindelauto shows a prototype with similar upgrades to the vehicle spotted last year, including large all-terrain tires, a lifted suspension, and more.
A new video from HealerTV offers a closer look at the IONIQ 9 XRT in South Korea. The footage reveals unique tow hooks and an added XRT screen, which hasn’t been seen in the IONIQ lineup yet.
From the side, you can see the XRT model is slightly taller than the standard IONIQ 9 with off-road tires. Like the IONIQ 5 XRT, the larger electric SUV is expected to receive XRT-exclusive front and rear bumpers, side skirts, and 18″ wheels.
Inside, the IONIQ 5 XRT model features H-Trex seating with the XRT pattern, logo, and XRT-badged all-weather mats.
The 2026 Hyundai IONIQ 9 starts at $60,555 in the US with an EPA-estimated range of 335 miles. In Europe, the IONIQ 9 will start at £64,995 ($87,500), offering a WLTP driving range of up to 385 miles.
2026 Hyundai IONIQ 9 Model
EV Powertrain
Drivetrain
Driving Range (miles)
Starting Price (including destination fee)
IONIQ 9 RWD S
160-kW (215-HP) Electric Motor
Rear- Wheel Drive
335
$60,555
IONIQ 9 AWD SE
226.1 kW (303-HP) Dual Electric Motors
All-Wheel Drive
320
$64,365
IONIQ 9 AWD SEL
226.1-kW (303-HP) Dual Electric Motors
All-Wheel Drive
320
$67,920
IONIQ 9 AWD PERFORMANCE LIMITED
314.6-kW (422-HP) Dual Electric Motors
All-Wheel Drive
311
$72,850
IONIQ 9 AWD PERFORMANCE CALLIGRAPHY
314.6-kW (422-HP) Dual Electric Motors
All-Wheel Drive
311
$76,590
IONIQ 9 AWD PERFORMANCE CALLIGRAPHY DESIGN
314.6-kW (422-HP) Dual Electric Motors
All-Wheel Drive
311
$78,090
2026 Hyundai IONIQ 9 prices and driving range by trim (*including a $1,600 destination fee)
Since the IONIQ 5 XRT is priced below the Limited AWD trim, starting at $55,400 in the US, the new IONIQ 9 trim could follow a similar pricing structure. The current range-topping IONIQ 9 AWD Performance Calligraphy Design trim starts at $78,090.
Will the IONIQ 9 N be next? Stay tuned for more.
Want to check out Hyundai’s electric SUVs for yourself? You can use our links below to see what’s available in your area.
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