We trimmed 3 stocks, bought more of another in this week's overbought market

• We're trimming a 2025 top gainer, taking profits on the market's rotation into health stocks

  With the stock trading near $90 on Monday, we don't think the risk/reward is as good as our low $80 upgrade.
  
  CNBC - 5d

• Here are the 4 things we're watching in the stock market in the week ahead

  Donald Trump returns to the White House, and Abbott Laboratories is set to report quarterly earnings.
  
  CNBC - Jan. 21

• Why the stock market turned around this week — plus, the portfolio winners and losers

  Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
  
  CNBC - Jan. 17

• We're buying more of an underappreciated stock and downgrading another that has broken out

  The purchase will increase the stock's weighting in our portfolio to more than 2%.
  
  CNBC - Jan. 17

• A stock market sell signal’s been turned off. The market’s more sober.

  Fund-manager cash levels are rising, one of a number of indicators showing that last year’s frothy market conditions have subsided and that sentiment has become more sober, Bank of America ...
  
  MarketWatch - Jan. 17

• Here are the 8 things we're watching in the stock market in the week ahead

  Inflation data and bank earnings will take center stage.
  
  CNBC - Jan. 12

• We're buying more of a newer stock that is wisely pushing into a fast-growing market

  We first added the company to our portfolio in October.
  
  CNBC - Jan. 8

• The US stock market has never been more concentrated. Does it matter?

  World’s biggest game of Jenga
  
  Financial Times - Jan. 7

• Here are the 5 things we're watching in the stock market in the week ahead

  Nvidia's Jensen Huang will be at CES, and investors will get a fresh batch of labor market data.
  
  CNBC - Jan. 5

More from CNBC

• Trump slaps tariffs on Mexico, Canada and China

  U.S. President Donald Trump is pushing ahead with long-threatened import tariffs on goods from Canada, Mexico and China.
  
  CNBC - 39m

• Here's how tariffs on Canada, China and Mexico may impact U.S. consumers

  President Donald Trump signed orders on Saturday placing tariffs on Canada, China and Mexico. Here's how that may affect U.S. consumers.
  
  CNBC - 1h

• Inside the planning for Trump's new tariffs war, from the biggest company to the smallest family business

  President Trump's new tariffs war is just starting, but from the biggest companies to local family business owners, preparing for it began long ago.
  
  CNBC - 1h

• Trump's threat for 25% tariffs on Mexico and Canada is challenging the auto industry

  On a sales basis, German automaker Volkswagen is the most exposed to tariff risk, followed by Nissan Motor and Stellantis, S&P Mobility reports.
  
  CNBC - 1d

• Here's what Trump’s tariff threats look like on the ground in China

  President Donald Trump is threatening 10% tariffs on Chinese goods as soon as Saturday, and manufacturers in China are figuring out how to cope.
  
  CNBC - 1d

More in Business

• 

  Donald Trump hits Canada, Mexico and China with steep tariffs

  US president fires starting gun on possible trade war with levies of up to 25% on goods imported from trading partners
  
  Financial Times - 38m

• Trump slaps tariffs on Mexico, Canada and China

  U.S. President Donald Trump is pushing ahead with long-threatened import tariffs on goods from Canada, Mexico and China.
  
  CNBC - 39m

• Here's how tariffs on Canada, China and Mexico may impact U.S. consumers

  President Donald Trump signed orders on Saturday placing tariffs on Canada, China and Mexico. Here's how that may affect U.S. consumers.
  
  CNBC - 1h

• My stepfather’s children told me they plan to buy the house he shares with my mother. I stopped them in their tracks.

  “I discovered that the default deed in Illinois is tenants in common — not joint tenants with the right of survivorship.”
  
  MarketWatch - 1h

• Ex-senior Federal Reserve advisor charged with economic espionage to benefit China

  The DOJ unveiled espionage claims against former Fed employee John Harold Rogers as President Donald Trump threatened China with tariffs.
  
  CNBC - 1h