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What Jim Cramer is watching in the market, including an energy stock that could crush it


Michael Wirth CEO, Chevron.

Adam Jeffery | CNBC

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This is what I’m looking at on November 19, 2021

  • To say it, I’m sticking my neck out Workday (WDAY)Should be purchased…this quarter was a very strong one, and the pipeline is the best it has been in ages… Three straight days of upgrades is what I believe caused the stock to rise… I interviewed CEO Aneel Bhusri multiple times and found him the most enthusiastic I’ve ever seen. on Mad last nightThey are winning every jump ball… Piper increases price target
  • Williams Sonoma (WSM)Mad Money Tonight: CEOThe last night’s quarter proved to be very solid and any nitpicking is silly… This one is in the “almost Home Depot” camp. It is hard goods, and Home Depot is the standard. Was it as solid as Home Goods? TJX?… yes, and the West Elm non-blowout is the only fly in the ointment and still negative to 2019 for the stores because the on-line is so good… more units per order and higher tix—buying whole houses… B2B, first party data v. loyalty… still ocean freight issue… multiple price target boosts
  • Macy’s (M)… after interviewing Jeff GennetteThere are so many different ways to make money up there. AlixPartners brought in an analysis and will decide if Macy’s should restructure its omnichannel business in some sort of reverse Amazon. Amazon was a retailer, but the real value is in their web services. Macy’s Web Services is very costly, however it would be well worth the cost of the stock.… Yes. The stock price… I believe they’ll do it.
  • Apple (AAPL)Self-driving seems to be the ultimate goal If it’s self-driving, don’t bother to challenge Nvidia.. Jensen Huang is master, and his version may be the best. Analyst Katy Huberty from Morgan Stanley lays out five pointsWhy Apple is so good at this? The payoff, and not the car itself, are the reasons for ending with services… Charitable Trust name
  • Zendesk (ZEN)After the analyst meeting, which was intended to explain Survey Monkey’s purchase, I didn’t win any new friends.… Cowen downgrades…Jefferies cuts price target
  • Walmart (WMT)MKM Goes from  hold to buySays that the best position should be considered if the consumer is more conscious about price… Name of Charitable Trust
  • Tesla (TSLA)Wedbush raises price target from $1,100 to 1,400 analyst Ives says EV revolution  $5 trillion market opportunity
  • Deutsche Bank starts a catalyst sellCall us Robinhood (HOOD)Schwab is getting very aggressive
  • The Trade Desk (TTD)PT from $85 to $105 at Citi—still the best alternative to Google
  • Citi makes a buy-call on catalysts PulteGroup (PHM)LennarHas become THE market leader in tech-related products
  • Kohl’s (KSS)… price target raised from $67 to $73 Citi— Sephora strong… Macy’s is my favorite store because it has the best omnipresent coffee.
  • Citi cuts Alibaba (BABA) PT from $240 to $234, keeps buy –This shows you that the love has never truly ended 
  • Ford (F)600,000 electric vehicles by 2023How can this stock be so low valued?
  • Intuit (INTU)…  another blowout… multiple price target boosts… Goldman goes hold to buy… Credit Karma doing so well… a key to all business growth. That is what I am able to do.They are able to cover both SMBs and consumers.
  • Foot Locker (FL)Supply chain problems… full price selling though…
  • Crude oil peaked It sure seems …. at $76 Buy Chevron (CVX) if you want a winner in this environment –they crush it at these prices… 4.6% dividend yield
  • Numerous strong from BJ’s Wholesale (BJ)Is it worth ?… to be compared with Costco? So, I believe so
  • Applied Materials earnings (AMAT)The disaster of $6.12B sales and short estimates… Supply chain shortages of some key components. The supply chain will be strong and a major headwind for the following year. Good for Micron (MU)???
  • Austria is again suffering from lockdowns that are threatening travel businesses… Austria is killing airlines and bringing home Peloton, Zoom shares… Please, please! 
  • Banks being crushed lately…rates go lower on lockdowns

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 (Jim Cramer’s Charitable Trust has AAPL and WMT as well F, COST, MS.