We are selling 75 shares of Ge Healthcare at approximately $ 90 each. After Monday's trade, Jim Cramer's charitable trust will possess 900 GEHC shares, decreasing its weighting to approximately 2.25% of 2.42%. We are taking advantage of the market rotation in medical care actions by blocking profits in Ge Healthcare. After 2024 from above and down, the actions of Ge Healthcare have taken a 2025 solid. It was a high performance action in the year of charitable trust of Jim to date with a gain of approximately 14%. The last time we added to our GEHC position at the end of November and improve our qualification to a 1 after the actions fell to the low $ 80 due to a collection of fears that went from the growing interest rates, the interruption of Health under the next Trump administration. and lack of stimulus in China. At that time, we look beyond the noise, choosing to focus on the foundations described in the presentation of the company's 2024 investor. What we saw at that time was an economic action that was significantly reduced from its maximum of $ 93 per share, but increased its profits per action (EPS) in the high digit of a single digit to a low -digit percentage range. We also think that actions at that level decreased the potential of more bad news outside China. Gehc 1y Mountain Ge Healthcare 1 year after hearing the presentation of the management at the JPMorgan Healthcare conference of this year, we thought that they sounded more optimistic about China than a few months ago and that could be a reason why the actions have recovered in The last weeks. However, we still hope that management will guide 2025 with caution, so that they can overcome and raise throughout the year. With the negotiation of shares about $ 90 on Monday, we do not believe that the risk/reward is as good as our low update of $ 80. Therefore, we are removing some actions and moving our qualification to a 2, which means that We would seek to buy more shares in a setback. With the sale of Monday, we will account for a gain of approximately 15% in the shares purchased in July 2023 (Jim Cramer's charitable trust is Long Gehc, seeing here a complete list of the shares). As a subscriber of the CNBC Investing Club with Jim Cramer, he will receive an exchange alert before Jim makes an exchange. Jim waits 45 minutes after sending a commercial alert before buying or selling an action in the portfolio of his charitable trust. If Jim has talked about an action on CNBC TV, wait 72 hours after issuing the trade alert before executing the operation. The information of the previous investment club is subject to our terms and conditions and privacy policy, together with our discharge of responsibility. There is no fiduciary obligation or duty, or is created, by virtue of receiving any information provided in relation to the investment club. No specific results or profits are guaranteed.
