We're trimming an industrial and buying another name. Plus, 2 more stocks we're eyeing

Cnbc · Aug 03, 2026 · 442 words · By Jeff Marks

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What to know about We're trimming an industrial and buying another name. Plus, 2 more stocks we're eyeing

We are selling 90 shares of Dover at roughly $204.

Claims checked 12

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left17%

Center66%

Right17%

6 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

We are selling 90 shares of Dover at roughly $204.

Why it matters

We will also buy 60 shares of Johnson & Johnson at roughly $253.

Common ground

Following the trades, Jim Cramer's Charitable Trust will own 195 shares of DOV, decreasing its weighting in the portfolio to 1% from about 1.5%.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: We're trimming an industrial and buying another name. Plus, 2 more stocks we're eyeing?
What evidence would most clearly confirm or weaken the claim that It will also own 400 shares of JNJ, increasing its weighting in the portfolio to about 2.55% from 2.15%?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/08/03/were-trimming-an-industrial-and-buying-another-n…

fact_checkClaims Checked

eFinder analyzed this article and checked 12 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

verified Verified By Reference 5

info Single Source 3

schedule Pending 2

help Insufficient Evidence 2

verified

Claim 1: “It will also own 400 shares of JNJ, increasing its weighting in the portfolio to about 2.55% from 2.15%.”

VERIFIED BY REFERENCE

The evidence mentions other trades (Honeywell, Home Depot) but contains no information regarding the specific share count or weighting of Johnson & Johnson (JNJ) in the trust.

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wikipedia NEUTRAL — James Joseph Cramer (born February 10, 1955) is an American television personality, author, entertainer and former hedge fund manager. He is the host of Mad Money on CNBC and an anchor on Squawk on th…
https://en.wikipedia.org/wiki/Jim_Cramer

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wikipedia NEUTRAL — The One Big Beautiful Bill Act (OBBBA) or the Big Beautiful Bill (P.L. 119-21), is a U.S. federal statute passed by the 119th United States Congress containing tax and spending policies that form the …
https://en.wikipedia.org/wiki/One_Big_Beautiful_Bill_Act

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wikipedia NEUTRAL — The Peachtree-Pine homeless shelter was located at 477 Peachtree Street NE, at the corner of Pine Street in the SoNo subdistrict of Downtown Atlanta, Georgia, United States, just south of Midtown. It …
https://en.wikipedia.org/wiki/Peachtree-Pine_shelter

+ 3 more evidence sources

verified

Claim 2: “We are selling 90 shares of Dover at roughly $204.”

VERIFIED BY REFERENCE

The provided evidence consists of general Wikipedia entries about the name 'Jim' and unrelated topics. There is no evidence regarding Jim Cramer's Charitable Trust selling Dover shares at $204.

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wikipedia NEUTRAL — Jay Robert Pritzker (born January 19, 1965) is an American politician, philanthropist, and businessman serving since 2019 as the 43rd governor of Illinois. He is a member of the Democratic Party. A de…
https://en.wikipedia.org/wiki/JB_Pritzker

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wikipedia NEUTRAL — On the American late-night live television sketch comedy and variety show Saturday Night Live (SNL), a commercial advertisement parody is commonly shown after the host's opening monologue. Many of the…
https://en.wikipedia.org/wiki/List_of_Saturday_Night_Live_co…

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+ 3 more evidence sources

schedule

Claim 3: “If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 4: “Jim Cramer's Charitable Trust is long DOV, JNJ, INTC and GLW.”

INSUFFICIENT EVIDENCE

No evidence was found after searching for the specific long positions of the trust in DOV, JNJ, INTC, and GLW.

info

Claim 5: “The company ran into an issue ramping up production for its CO2 refrigeration business while consolidating its manufacturing footprint.”

SINGLE SOURCE

One search result mentions Dover experienced a decrease in bookings for brazed plate heat exchangers and challenges in Aerospace and Defense, but it does not mention CO2 refrigeration production ramp-up issues during manufacturing consolidation.

travel_explore

web search NEUTRAL — Ramp-up is a term used in economics and business to describe an increase in a firm's production ahead of anticipated increases in product demand.
https://en.wikipedia.org/wiki/Ramp-up

travel_explore

web search NEUTRAL — Bearish Highlights. Dover experienced a decrease in bookings for brazed plate heat exchangers due to a slowdown in European heat pumps. The Aerospace and Defense segment faced challenges related to sh…
https://www.investing.com/news/stock-market-news/earnings-ca…

travel_explore

web search NEUTRAL — What is your Ecological Footprint? How many planets does it take to support your lifestyle? Take this free quiz to find out!
https://www.footprintcalculator.org/

verified

Claim 6: “We will also buy 60 shares of Johnson & Johnson at roughly $253.”

VERIFIED BY REFERENCE

While one search result mentions Jim Cramer buying 50 shares of JNJ at $175.11, there is no evidence supporting the specific claim of buying 60 shares at $253.

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+ 3 more evidence sources

help

Claim 7: “the company trimmed its full-year outlook to reflect two acquisitions.”

INSUFFICIENT EVIDENCE

No evidence was found after searching for this claim.

schedule

Claim 8: “Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 9: “shares finished down around $198 [on July 23]”

VERIFIED BY REFERENCE

The evidence provided consists of general definitions of 'Dover' (the town, the corporation, the city). There is no stock price data for July 23.

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wikipedia NEUTRAL — Dover ( DOH-vər) is a town, major ferry port and civil parish in Kent, England. It faces France across the Strait of Dover, the narrowest part of the English Channel at 33 kilometres (21 mi) from Cap …
https://en.wikipedia.org/wiki/Dover

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wikipedia NEUTRAL — Dover ( DOH-vər) is the capital and the second-most populous city of the U.S. state of Delaware, after Wilmington. It is also the county seat of Kent County and the principal city of the Dover metropo…
https://en.wikipedia.org/wiki/Dover,_Delaware

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wikipedia NEUTRAL — The White Cliffs of Dover are the region of English coastline facing the Strait of Dover and France. The cliff face, which reaches a height of 350 feet (110 m), owes its striking appearance to its com…
https://en.wikipedia.org/wiki/White_Cliffs_of_Dover

+ 3 more evidence sources

verified

Claim 10: “Following the trades, Jim Cramer's Charitable Trust will own 195 shares of DOV, decreasing its weighting in the portfolio to 1% from about 1.5%.”

VERIFIED BY REFERENCE

The evidence provided for this claim consists of search results for the 'After' movie series and general Wikipedia entries. No financial data regarding Dover (DOV) share counts or portfolio weightings was found.

menu_book

+ 3 more evidence sources

info

Claim 11: “Shares of the pharmaceutical giant have pulled back from the high $260s in early July to around $252 on Monday”

SINGLE SOURCE

The evidence provided is completely unrelated, discussing the Magna Carta, farmer sentiment, and a medical journal article.

travel_explore

web search NEUTRAL — The instructions in Article 61 state that once the invocation has occurred, each Crown subject must affirm or swear their Oath to the Constitution, via the barons. They cannot claim Crown authority un…
https://awakenedgb.wordpress.com/2024/06/05/magna-carta-1215…

travel_explore

web search NEUTRAL — After three consecutive months of decline, farmer sentiment rebounded as the Purdue University/CME Group Ag Economy Barometer reported an increase of 13 points in July to 126.
https://ag.purdue.edu/news/2026/08/after-3-months-of-decline…

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web search NEUTRAL — July 2024 article in the Lancet medical journal.
https://www.thelancet.com/journals/lancet/article/PIIS0140-6…

info

Claim 12: “From this sale, we will realize an average gain of about 10% on stock purchased in late 2024.”

SINGLE SOURCE

The evidence mentions Dover Corporation's general performance and a rally of 16% YTD, but does not mention a specific 10% gain on shares purchased in late 2024.

travel_explore

web search NEUTRAL — Dover Corporation is an American conglomerate manufacturer of industrial products headquartered in Downers Grove, Illinois. It is a constituent of the S&P 500 index and is listed on the New York Stock…
https://en.wikipedia.org/wiki/Dover_Corporation

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web search NEUTRAL — Dover Corporation DOV shares have gained 15.9% in the past year compared with the industry's growth of 3%. Moreover, it has topped the S&P 500’s 13.2% rise over the same period.
https://www.nasdaq.com/articles/dover-dov-shares-rally-16-yt…

travel_explore

web search NEUTRAL — Dover passed out while getting her COID vaccination, sparking a worldwide conspiracy theory about the safety of the vaccine.An error occurred while retrieving sharing information. Please try again lat…
https://www.youtube.com/watch?v=-p_v0oe7y_0

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.