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• Virus… Pfizer (PFE) shares keep falling because its efficacy against Omicron is less… but if you take booster, significant risk goes down dramatically… this was always the suggestion—YOU NEED BOOSTER!… this is now the acceptable risk theory: you will get it if you are immune-compromised… And you will get it hard if you are not immunized…
• Apple (AAPL)—Nikkei sources sayApple cannot meet the demand, and requires more supply…  This is the same as what I did last week when another report stated that Apple doesn’t have enough supply, because they are weakly in demand.
• Stanley Black & Decker (SWK)It suddenly found $4 billion to buy back its security division. (Diversification that wasn’t held together). The sale was for $3.2 Billion in cash to Securitas . Jim Loree, the CEO of this company was not even mentioned in my last interview.
• Consolidated Edison (ED)Citi increases from $77 to $84 – once an old favorite, before problems with regulators…
• Stitch Fix (SFIX)—is it the model, or is it the execution or is it the competition?… Beating the odds; downgrades and lowered targets
• PagerDuty (PD)… time-saver… good quarter…
• Exxon Mobil (XOM)Barclays raises price target from $71 to $73 Chevron (CVX)We will be discussing the charity trust at tomorrow’s club callAs a great idea…
• Honeywell (HON) downgrade at Bank of AmericaFirst Q…:… faces headwinds But how about if they do M&A?…
• Apple and China…relations great…sales spiking?
• SentinelOne (S)Thursday lock-up expiry… lots of price targets were lowered… Too expensive for this market!
• NXP Semi (NXPI)… UBS Evidence Lab says sell it… not enough EV… point blank will be mobile revenue growth shortfall…UBS sees  4% vs management’s 8-10%…
• Cowen best ideas  Constellation Brands (STZ) – capitalizing on consumer demand… underlying brands healthy…
• Caterpillar (CAT)… Cowen says well positioned for broad recovery—benefit from infrastructure bill…
• ON Semi (ON)… KeyBanc raises pt from $65 to $72—buy, incrementally more constructive…
• Goodyear Tire (GT)…upgraded at Deutsche BankWe heard it on Mad
• Disney (DIS)Beginning to believe that things could be worse than you expected…drained yesterday by collateral damages… 

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 (Jim Cramer’s Charitable Trust is long CVX, AAPL, HON, and DIS.