Jim Cramer Says This Construction Giant Is 'So Good' And 'Goes Higher'
Portfolio Pulse from Avi Kapoor
Jim Cramer recommended buying shares of The Allstate Corporation (ALL) after upbeat Q4 results, despite its decision to stop offering new policies in California. He expressed concerns over Kimberly-Clark Corporation's (KMB) slow turnaround and flat Q4 sales. Cramer was worried about PayPal Holdings, Inc. (PYPL) due to its flat earnings outlook for 2024, despite reporting upbeat Q4 earnings. He praised Lennar Corporation (LEN) for its dividend increase and positive outlook. Cramer also recommended buying Hawkins (HWKN) despite its worse-than-expected Q3 revenue.
February 12, 2024 | 2:02 pm
News sentiment analysis
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NEGATIVE IMPACT
Kimberly-Clark's flat Q4 sales and slow turnaround could pressure the stock short-term.
The company's slow turnaround efforts and missed sales estimates could lead to investor skepticism, potentially impacting the stock negatively in the short term.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 85
NEGATIVE IMPACT
PayPal's flat earnings outlook for 2024, despite upbeat Q4, raises concerns, potentially impacting the stock negatively.
Despite reporting strong Q4 earnings, PayPal's flat earnings outlook for 2024 could disappoint investors, likely leading to negative short-term stock movement.
CONFIDENCE 85
IMPORTANCE 85
RELEVANCE 90
POSITIVE IMPACT
Allstate's upbeat Q4 results and strategic decision to halt new policies in California could signal strength, despite short-term stock decline.
Allstate's positive Q4 results indicate operational strength, which could outweigh the potential negative impact of halting new policies in California in the eyes of investors.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Despite worse-than-expected Q3 revenue, Cramer's recommendation to buy Hawkins could signal potential upside.
Cramer's endorsement, despite the revenue miss, could influence investor sentiment positively, potentially leading to short-term stock gains.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Lennar's dividend increase and positive outlook from Cramer suggest potential for stock appreciation in the short term.
The increase in dividend and positive commentary from a high-profile analyst like Cramer could attract investor interest, potentially leading to stock appreciation.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 95