A number of Club stocks that were unloved on Wall Street earlier in the year have seen their fortunes rebound in recent months, including oilfield-services firm Halliburton (HAL) and industrial Caterpillar (CAT) — creating potential opportunities to lock in gains. It’s been the year of technology on Wall Street. But, as Jim Cramer said Wednesday stocks in other parts of the market have started to come “back from the dead.” But how should investors navigate their positions in these resurrected stocks? In that vein, we screened our 35-stock portfolio to isolate the companies that have underperformed the S & P 500 so far in 2023 — meaning that, as of Wednesday’s close, they had gained less than 18.9% year-to-date. This allowed us to focus on a universe of stocks that haven’t necessarily been red hot like technology names such as Nvidia (NVDA), which has more than tripled in value this year. From there, we calculated each stocks’ lowest closing price since May 1 — roughly a month before this year’s rally started to broaden beyond tech — and how much each has climbed since that low to determine which have had the strongest momentum. We found eight stocks with double-digit percentage gains off their recent lows: Halliburton, Caterpillar, Wells Fargo (WFC), Constellation Brands (STZ), Emerson Electric (EMR), Coterra Energy (CTRA), Morgan Stanley (MS) and TJX Companies (TJX). Between May 1 and Wednesday’s close, the S & P 500 advanced 9.6%. Here’s a look at where we stand on these eight Club stocks, starting with the biggest gainer, Halliburton, and concluding with the eighth-best performer, TJX Companies. HAL 3M mountain Halliburton’s stock performance over the past three months. Recognizing Halliburton’s recent strength, we trimmed our position in the oilfield-services firm last week , locking in a small profit. Its second-quarter earnings report Wednesday underscored the company’s cash-generation abilities, and drilling activity may pickup further if oil prices climb. Plus, the stock remains cheap on a historical basis. Taken together, we’re comfortable holding onto our Halliburton position. CAT 3M mountain Caterpillar’s stock performance over the past three months. Similar to Halliburton, we made a disciplined, 30-share Caterpillar sale on July 10 because the stock’s strong momentum allowed it to break above our cost basis. We wanted to make sure we didn’t give back any of that move higher in what’s proven to be a battleground stock. Still, our multiyear thesis around CAT as an infrastructure spending winner remains intact, and we’re willing to let the position ride here. WFC 3M mountain Wells Fargo’s stock performance over the past three months. Wells Fargo is finally getting the respect it deserves, after issuing better-than-expected second-quarter results and raising its 2023 net-interest income guidance. The stock remains attractively valued — trading at 9.6 times forward earnings versus its five-year average of 11.4, per FactSet — and carries a respectable dividend yield around 2.5%. Those are reasons to feel comfortable owning it. But from a portfolio management perspective, Wells Fargo now carries a nearly 5% weighting, making it our second-largest holding behind only Apple (AAPL). For that reason, we may look to trim some WFC if its rally continues. STZ 3M mountain Constellation Brand’s stock performance over the past 3 months. Our outlook on Constellation Brands is even brighter knowing activist investor Elliott Management is involved and sees “meaningful growth potential” for the Corona and Modelo beer maker. We booked some profits Monday in Constellation, taking advantage of its recent momentum, and now feel comfortable to let the position run as we wait for Elliott’s influence to lead to improved financial discipline at the company. “If you get frustrated, you end up selling too low,” Jim said earlier this week. On Thursday, he suggested STZ shares could reach $300 per share . EMR 3M mountain Emerson Electric’s stock performance over the past three months. Following the bounce off its May 31 low, Emerson Electric has broken above our cost basis — a very welcome development for this hot-and-cold position. If Emerson is able to mount another run higher, we may look to sell some stock because of our uncertainties around management’s execution. It’s no secret that the way Emerson’s National Instruments acquisition played out left us frustrated. CTRA 3M mountain Coterra Energy’s stock performance over the past three months. Coterra Energy is another stock on this list that we’re willing to just hold here. If its recent momentum fades and a meaningful pullback ensues, we may look to add to our fairly small position, at a roughly 1% weighting. Energy prices have increased, and we know that the oil-and-gas producer can break even with relatively low oil prices, which should bode well for free cash flow and capital returns to shareholders. MS 3M mountain Morgan Stanley’s stock performance over the past three months. Morgan Stanley’s stronger-than-expected quarterly results , released Tuesday, demonstrated that the bank’s once-struggling stock price didn’t reflect its underlying fundamentals. But, similar to Wells Fargo, portfolio management may eventually win the day. “Discipline always trumps conviction,” Jim said earlier this week . “My conviction is that Morgan Stanley’s stock goes higher. It doesn’t matter. My discipline says you already have too much of it.” As of Thursday, Morgan Stanley had the third-largest weighting in our portfolio, at approximately 4.5%. TJX 3M mountain TJX Companies’ stock performance over the past three months. The parent of TJ Maxx and Home Goods closed out Thursday just shy of Wednesday’s all-time high, validating our selective approach to the retail sector. While we’re always cautious about adding to a position near a peak, the story at TJX continues to look solid. Jim said last week he could see TJX ascending to $95 per share, representing more than 10% upside from Thursday’s close, at $85.44 apiece. The off-price retailer has an opportunity to gain market share not only due to Bed Bath & Beyond’s bankruptcy, but from consumers who are increasingly seeking out value. (Jim Cramer’s Charitable Trust is long HAL, CAT, WFC, STZ, EMR, CTRA, MS and TJX. 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.
Workers walk towards Halliburton Co. “sand castles” at an Anadarko Petroleum Corp. hydraulic fracturing (fracking) site north of Dacono, Colorado, U.S., on Tuesday, Aug. 12, 2014.
Jamie Schwaberow | Bloomberg | Getty Images
A number of Club stocks that were unloved on Wall Street earlier in the year have seen their fortunes rebound in recent months, including oilfield-services firm Halliburton (HAL) and industrial Caterpillar (CAT) — creating potential opportunities to lock in gains.
A Thames Valley Police officer from the Police force’s Specialist Search Unit, accompanied by police dog Jack, carries out security searches outside of Windsor Castle in Windsor, on September 12, 2025, ahead of the State Visit by US President Donald Trump.
Jordan Pettitt | Afp | Getty Images
The U.S. and U.K are expected to sign a flurry of major new deals during U.S. President Donald Trump‘s state visit to Britain this week, seeking to kickstart a “golden age” of nuclear power.
Some of the multi-billion-pound agreements set to be inked include plans by U.S. and U.K. companies to build up to 12 advanced new modular reactors in Hartlepool, a port town in northeast England, and a push to develop data centers powered by small modular reactors (SMRs) in Nottinghamshire.
The cross-Atlantic partnership is hoped to generate thousands of jobs, speed up the process of building new nuclear power stations and unlock billions in private investment.
U.K. Prime Minister Keir Starmer on Monday said the two countries were “building a golden age of nuclear” that would put them “at the forefront of global innovation and investment.”
The deal announcement reaffirms both the U.S. and U.K.’s embrace of nuclear power, particularly when it comes to fueling the energy-intensive data centers needed to train and run massive artificial intelligence tools.
X-Energy, a U.S.-based company aiming to develop high-tech nuclear plants, and British Gas owner Centrica said the Hartlepool plans would generate enough power for up to 1.5 million homes and create up to 2,500 jobs.
The companies also estimate the overall program could deliver at least £40 billion ($54.25 billion) in economic value.
The Sizewell A and B nuclear power stations, operated by Electricite de France SA (EDF), in Sizewell, UK, on Friday, Jan. 26, 2024. Photographer: Chris Ratcliffe/Bloomberg via Getty Images
Bloomberg | Bloomberg | Getty Images
U.S.-based Holtec meanwhile said plans to build advanced data centers powered by SMRs in Nottinghamshire would be worth around £11 billion. The project is set to be jointly developed by Holtec, EDF and Tritax.
SMRs promise to have smaller and lighter footprints than traditional power plants, potentially making them cheaper and quicker to build when they are fully commercialized.
Amazon and Google both signed deals last year to develop SMRs in the U.S., as tech giants increasingly turn to nuclear power to fulfill the growing energy demands of data centers.
‘A true nuclear renaissance’
Some of the other deals expected to be signed as part of the agreement, known as the Atlantic Partnership for Advanced Nuclear Energy, include plans to establish the world’s first micro modular nuclear power plant.
“With President Trump’s leadership, the United States is ushering in a true nuclear renaissance – harnessing the power of commercial nuclear to meet rising energy demand and fuel the AI revolution,” U.S. Secretary of Energy Chris Wright said on Monday.
As it is low-carbon, advocates argue that nuclear power has the potential to play a significant role in helping countries generate electricity while slashing emissions and reducing their reliance on fossil fuels.
Some environmental groups, however, warn that the nuclear industry is an expensive and harmful distraction from cheaper and cleaner alternatives.
Greenworks’ latest 60V cordless chainsaw delivers performance that rivals many gas models, but without the harmful emissions or annoying pull cord. Whether dropping saplings, pruning thick limbs, or clearing up trails after a storm, this battery-powered tool is ready to work.
First released at last year’s CES show in Las Vegas, Greenworks’ 60V li-ion battery packs enough power for 100 clean cuts of the saw’s 16″ blade, and its lightweight, 12.5 lb. frame, tool-less chain tensioner, and automatic oiling system come together for convenient maintenance and easy-to-control power.
When it’s time to get to work, the chainsaw’s brushless electric motor can spin the chain at more than 10,000 rpm with (the company claims) about 20% more torque than a 42cc gas chainsaw for fast, confident cuts through hard woods while keeping noise and vibration to a minimum.
That low-noise and fume-free operation makes Greenworks’ chainsaws an upgrade for both the operator and the neighborhood.
“Greenworks is proud to offer comprehensive battery-powered solutions for everyone, from homeowners and outdoor enthusiasts to major commercial landscaping contractors,” Klaus Hahn, Greenworks’ President, explained at its launch. “These innovations further our company’s vision of building a more powerful future with clean energy, and they illustrate our tagline ‘Life. Powered. By Greenworks.’”
Greenworks 60V chainsaw specs
up to 100 cuts on a single charge with the included 2.5Ah battery on 4×4 wood
20% more torque and faster cutting than a 42cc gas chainsaw
no prime, no choke, no pull with no aggravating pull cord
2.0 kW (2.7 hp) max output
brushless motor provides more power, longer run-times, and extended life
The Greenworks 60V 16″ brushless cordless chainsaw, a 2.5Ah battery, and charger are available online for $299.99 – but it’s on sale for “just” $189.99 (or $192.49, with the 18″ arm) on Amazon through September 18th.
If you needed another reason to check it out, the company claims using the electric chainsaw instead of a gas unit saves as much carbon emissions as driving 11,000 miles.
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Heavy mineral and metals mining is one of the dirtiest industries on the planet, but Chinese equipment giant XCMG doesn’t think it has to stay that way. To prove it, the company has unveiled a sweeping pledge to electrify and decarbonize mining — and they’re dragging over 100 global partners with them.
Along with with 107 global industry partners from 26 countries, Chinese equipment brand XCMG has issued a Joint Declaration on Global Zero-Carbon Smart Mining, aiming to electrify, automate, and otherwise decarbonize international mining. The pledge addresses 12 key areas including electrification, autonomous operation, net-zero emissions, circular economy, technology sharing, international cooperation, and smarter maintenance strategies.
“As a global leader in zero-carbon smart mining solutions, XCMG is committed to addressing industry bottlenecks through integrating new energy equipment, intelligent control systems and full-lifecycle services,” said Yang Dongsheng, chairman of XCMG Group. “We have resolved the four core challenges of energy infrastructure, new energy equipment portfolios, smart mining management systems and financial support, aiming to help our customers achieving both business growth and environmental wins.”
It’s always great to see efforts like this to decarbonize. But those efforts mean millions of new equipment assets to replace the millions of existing diesel assets deployed currently.
With a strong hand in the autonomous haul truck race and ultra-competitive pricing to back their electric plays, it seems like XCMG is about to get serious as it expands its reach into the Western world. It’s no wonder the legacy brands are running scared and hiding behind the bogus “messy middle” propaganda!
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