Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. 1. U.S. stocks are down on Friday as the S & P 500 heads for its fifth straight weekly decline. The market is trying to digest Thursday evening’s earnings reports. All of the major companies that reported are getting slammed. The reciprocal tariffs expected to begin April 2 are also an “overhang the market continues to grapple with,” said Jeff Marks, director of portfolio analysis for the Investing Club. “The negativity is getting to people,” said Jim Cramer who believes that it’s leading investors to “throw out good” stocks. It does present an opportunity, but Jim said he does not want to get too ahead of the tariffs. 2. Danaher was upgraded to a buy at Goldman Sachs, with an updated price target of $260. The analysts downgraded the stock in December 2023 on the back of expectations they said were too high at the time. Goldman said that while Danaher’s bioprocessing has faced various challenges over the last few years, they believe the underlying end market is poised for recovery. As it floats around the low $200s, Jim has not been thrilled with Danaher’s recent performance but thinks the “stock is at a great entry point” to buy. He figures the business gets better or there’s a change in leadership. For new investors, he sees that as a win-win situation. 3. Dell was added to our Bullpen watchlist Thursday. Expectations are finally down to more appropriate levels with the stock trading at about 10 times earnings, Jeff said Friday. There also appears to be a better understanding around margins and the company’s fast-growing AI server division. Jim called the stock “exceptional” and said that he would buy it but recognizes, for now, that tech has been trading poorly. 4. Stocks covered in Friday’s rapid fire at the end of the video were: FedEx , Nike , Nucor , Lennar , and Adobe . (Jim Cramer’s Charitable Trust is long DHR. 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.
