Investing Club: 3 Lessons from Tuesday's meeting
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 Tuesday's key moments. Stock picks Disney's pivot to profitability? Confident in Microsoft 1. Stock picks Here are two stock picks Jim Cramer highlighted Tuesday for new Club members: Estee Lauder : We're bullish on the prestige beauty company's stock and have been slowly adding to our small position since late September .
Our chief concern with with the Club holding following dismal fiscal fourth-quarter results has been around poor execution. But we are cautiously optimistic about Iger's vision for the company. 3. Confident in Microsoft Morgan Stanley defended Microsoft on Tuesday, citing strong demand in its commercial businesses that should boost earnings and revenue in the second half of next year.
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