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• Is bounceback the best since two years? ?… finally oversold in S&P…10-year—if above 1.76 do we get another sell-off?
• JPMorgan adds Las Vegas Sands (LVS) to analyst focus list… value pick… these stocks have been horrendous… Charitable trust owns Wynn (WYNN) which, along with PayPal (PYPL)We have had our worst…
• Piper Sandler believes that Bank of America (BAC) is the large-cap bank to own in 2022…
• Paychex (PAYX)… Cowen says right stock to own in 2022—but it has been the right stock to own for ages… says healthy upside to consensus to estimates  through 2024…
• Nucor (NUE)… Wolfe takes it from hold to sell—this is a bad call if we get an infra bill or if eps estimates stay low… we own it from the trust and might buy some… Wolfe also takes Cleveland-Cliffs (CLF) buy to hold; U.S. Steel (X) hold to sell…
• Wolfe Upgrades L3Harris (LHX)Yesterday, Wells also did the same… won’t report until 28th…
• Goldman moves to buy and hold American Tower (AMT)… says move into data space may create lower multiple…
• Goldman changes Verizon (VZ) and T-Mobile (TMUS) buyAnd conviction buy—TMUS now conviction buy…
• Pfizer (PFE) added to US one list at Bank of America… takes Goldman (GS) off…
• Morgan Stanley is now trying to buy airlines. This time, it’s going from sell-to-hold on American Airlines (AAL) – says strong beneficiary of rising tide in 2022…
• Centene (CNC)… Bernstein $94 to $108—on margin expansion…
• Bernstein starts Danaher (DHR) with outperform: like it pre-Covid and post Covid… CEO raises 4Q revenues numbers to range of high-teens to low-twenties percent range year-over-year… estimates on Factset were looking for about 16%…
• PayPal (PYPL)—Raymond James calls it a show-me story…$264 down to $229—tough comps…
• Take-Two (TTWO)… MoffettNathanson downgrade… cites change in narrative going toward free game; company used to dislike free games—very competitive… they had missed out on mobile…
• Bernstein lowers PT Humana (HUM)Interesting, however
• Domino’s Pizza (DPZ) reinstated with a buy at Bank of America, Yum Brands (YUM) With a Hold
• Big Call: Bernstein (Toni Sacconaghi), a skeptical, increases its price target Apple (AAPL) $132 to $170—big pandemic winner… HP Inc. (HPQ) PT 32% to 40%… Bernstein buys Dell Technologies (DELL), $72 target… say beneficiaries of tight PC markets and may alter supermajority stake.
• Citi increases its offerings AT&T (T) to catalyst watch list… $29 target…
• Lululemon (LULU)…UBS—says you have to buy it because of bounceback in January…Baird and Citi lower price targets…
• Deutsche Bank says take profits in Alcoa (AA) after historic run…doubled since they upgraded…
• Aptiv (APTV) to buy Wind River from TPG for $4.3 billion-expand the software  provider for cars… fastest growing segment…
• AMD (AMD) hold to buy at Keybanc… bought it yesterday for the club… say cloud, Xilinx  good move, will outpace others…
• Morgan Stanley’s Jonas raises Tesla (TSLA) $1200 to $1300…on China…
• Starbucks (SBUX)…organized in a second location…
• Five Below (FIVE)… JPMorgan reiterates buy BUT cuts numbers…PT  $266 to $252…
• Intel (INTC) takes Zinsner from Micron (MU)—he is terrific… But KeyBanc goes buy to hold and says Intel lacks catalysts…  “death by a thousand cuts” -competitive weaknesses, Foundry till take longer..
• Shopify (SHOP)Atlantic Equities…quotes fulfillment network costs more than people think…
• DraftKings (DNKG) $46  to $27 at Deutsche Bank…”intense promotional environment”
• IBM (IBM)—UBS lower estimates and downgrades to sell… says IT spend decel and rotation drive multi expansion creates risk… Lowers 4Q 2021, ’22 and ’23 EPS estimates by 18%, 12%, 10% respectively…  sees revs and EPS of $16.3B and $3.22 for 4Q21, down from $20.9B and $3.90… brutal…

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 Jim Cramer Charitable Trust was long WYNN. PYPL. NUE. DHR.