CNBC Investing Club: Cramer’s Morning Take on Fedex 10/8/26

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0:38Spin free with gold coins or collect sweeps coins for magical prizes. Sign up now. Your first surprise is waiting. Lucky Land Casino, where the magic happens. No purchase necessary. VGW Group. Voidware prohibited by law. CTNC's 21+. Jim Cramer here to share a short preview of my take on the market from today's members-only CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day at 1020 a.m. Visit CNBC.com slash morning take to sign up today. That's one word, morning take. What I like to do when I see things like, say, PepsiCo, which is up on a not great number because it's actually got a very good cadence.

1:26or when I see something like a Palantir upgraded by Goldman. By the way, I'm going to try to put out a speculative list next week. I don't want to be speculative, but of ones that I think are speculative. So you probably want to hear that. They're ones that if I were in a hedge fund and I'm not in a hedge fund, I would probably buy. You want to stay tuned for monthly. But I just want to go over what I'm seeing and why it's been so hard. These are what are free to trade right now. In other words, I'm not frozen. Amazon, we obviously think Amazon's terrific and it's been moving up well. Apple has been, of course, owned, owned trade.

1:58Then I get the Bank of New York. And I'm going to say Bank of New York. People don't want other banks. Bank of New York is damn ridiculous. It is not a credit bank, but it's in every single ETF for the financial. And it's finally right. I've waited and waited and waited. So I'll probably buy some Bank of New York melon. Then we have Boeing. Boeing, I think that, by the way, they brought in Palantir, and they're doing a good job. I think the news in Boeing has been very, very negative, but the actual fundamentals have been coming around. So that's an interesting situation for me. Capital One, we have enough Capital One.

2:28Cardinal Health, we're doing fine. Costco reported very good numbers last night. Now, Costco is distorted by gasoline. They do sell cheaper gas than everybody else. But even if you strip out gasoline, you've got 8 % growth, and that's really terrific for me. DuPont, I feel no edge right now. DuPont don't want to do anything. Eaton, well, we know we're in data center. It's one of our data center proxies that also has aerospace. Then we get to FedEx. All right. Now, FedEx intrigues me. FedEx has been brought down in part because of UPS, in part because of gasoline, diesel, but it has a pass through.

3:00I think that FedEx, you'd be thinking about FedEx right now for holiday. That's what you do when you're in this month. And I think their holiday season is going to be excellent. So I put down, even though it's up 23 percent here, I say now I've got Bank of New York that I like. I've got Boeing and I've got FedEx that are free to trade. Goldman Sachs no longer free to trade, as we mentioned this morning. Look, it's come down tremendously, but that's because there's been no IPO to speak of, and there's been no M &A to speak of. But Goldman, when I worked there, had many different ways to make money.

3:33So the idea that they're not making money or making better than expected could be wrong. I think Goldman's very attractive, but our basis is, I don't want to ruin our basis. You know how much that matters to me, because that's about discipline.

3:50Club are solely Kramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates, and may have been previously disseminated by Kramer on television, radio, internet, or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Kramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment, or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com forward slash investing club disclaimer.

4:17Traders don't need a prettier app. They need a better angle. Schwab's thinkorswim trading platforms were built for real traders like you. They have an insane amount of chart studies. I'm talking over 300 studies for virtually any strategy. They also have integrated risk management technology and nearly unlimited customization so you can shape the platform to fit the way you trade. And when you do that, you can analyze trades from angles you won't find anywhere else. Go see what that looks like at schwab.com slash trading.