We are buying 25 shares of Boeing at roughly $198, increasing the share count in Jim Cramer’s Charitable Trust to 585 and raising the portfolio weight to 3.1%. In addition, we’re buying 10 shares of Goldman Sachs at roughly $799, increasing its share count in the Trust to 205 and weighting in the portfolio to about 4.35%. With the S & P 500 Short Range Oscillator at minus 7.45%, indicating a deeply oversold market, we’re holding our nose and repeating our trades from Monday. Any reading below minus 4% indicates that stocks have been punished and could rebound significantly on even a bit of good news, which, in this case, would be signs of an off-ramp in the Middle East conflict. We don’t typically see the Oscillator, our favorite market gauge, get this oversold, but it has gone even lower a few times in the past few years. Two recent examples of minus 10% or worse were around the lows of Liberation Day in April 2025 and in September 2022. In both cases, investors did well looking out a few months. Last April, we shared MarketEdge data on market returns when the Oscillator reached minus 10%. This does not include the incredible move the market enjoyed off the Liberation Day lows last year. The Oscillator hasn’t reached that level yet, but we’re keeping it in mind as we gradually add to positions at these levels. For Boeing, this week’s Bank of America Global Industrial conference did not mark the “tactical bottom” that Citi analysts had hoped for. It may have been the wrong call, but it’s a lesson on why we never do all our buying all at once. The conference wasn’t all bad; positives included the wiring issue on MAX jets being quickly resolved, and nearly all affected aircraft being fixed. Also, CFO Jay Malave said the company is on track to increase MAX jet production from 42 per month to 47 by midyear and could reach 52 per month by the first half of 2027. However, some jet deliveries have slipped into the second quarter, and margins in the commercial airplanes segment are expected to be much worse than expected due to the integration of the Spirit Aerosystems acquisition. As for Goldman Sachs, there’s been no change in our thinking since our buy on Monday. We are repurchasing the shares we previously sold at much higher prices across two trades in December and January . (Jim Cramer’s Charitable Trust is long BA and GS. 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.
The market remains heavily oversold, so we're snapping up more of 2 stocks
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