three club holdings ford f disney dis and starbucks sbux were in the news tuesday heres our take on the headlines the news ford announced a yearoveryear sales decline of 89 in september but with numbers from the final month of the third quarter in the companys sales on a quarterly basis rose nearly 16 from last year shares of ford jumped about 7 on the news adding a boost electric vehicle sales in september surged 1973 annually though that ev growth is off a small base it does bring the vehicle makers share to 7 of the electric vehicle market as called out by cnbcs phil lebeau the results speak to an improvement in production rates throughout the third quarter the club take we believe the results reflect strong demand for the ford lineup even though sales remain suppressed due to supply chain issues as a result we reiterated our view on ford during tuesdays morning meeting saying despite solid demand we think theres no rush to pickup the stock until we get more signs that the inventory issues and supplier costs that slammed shares last month are closer to being resolved we have a 2 rating on ford which means wed like to see a pullback before buying any more shares our last ford buy was in july 2021 weve been reducing our position in 2022  the news analysts at jpmorgan cut their price target on disney shares tuesday to 145 from 160 for two reasons the first one was a downward revision in their disney parks experiences and products dpep operating income forecast for fiscal 2023 the second one was their expectations for greater losses in disneys directtoconsumer dtc efforts for fiscal 2023 despite the revisions jpmorgan reiterated their overweight rating which is equivalent to a buy regarding the dpep change the jpmorgan analysts reduced their fourth quarter operating income estimate for the segment by 160 million attributing roughly 100 million of that revision to park closures in florida as a result of hurricane ian the remainder of the downward revision was attributed to a slew of factors including a potential slowdown in us attendance a weakening macroeconomic backdrop in the euro zone foreign exchange headwinds and ongoing what they called covidgeopolitical issues in asia on the dtc front the analysts expect losses to decline more slowly than the street is anticipating due to the impact of increased amortization as content ramps up however the analysts do believe that dtc will reach profitability by the end of fiscal year 2024 the club take  ultimately our view on the stock remains unchanged and if anything we believe this note serves to support our bullish view on the stock at these levels while these revisions which bring jpmorgans estimates a level below the street consensus the analysts there see roughly 45 upside in the stock we rate disney as a 1 meaning we see it as a buy at current levels the club added 25 shares of disney last thursday the news bank of america believes that restaurant stock valuations remain depressed versus historical averages and not far above recession period lows due to input cost inflation pressuring profit margins however the analysts noted that as consumer spending slows input costs should come down as the macroeconomic backdrop further normalizes with commodity and labor costs coming off prior peaks they think the market will start to factor in a return to more normalized profit margins that in turn can lead to valuations reverting back to normalized levels they believe starbucks is best positioned among their coverage universe to benefit in this environment the club take were encouraged by bofas research as members know we liked what we heard during starbucks recent investor day event and believe that the combination of lower commodity and lower labor cost inflation along with a gradual reopening china are supportive of managements goal to grow both sales and earnings by doubledigit percentage points in coming years we initiated sbux in late august  and weve been bulking up our position with incremental buys ever since jim cramers charitable trust is long f dis and sbux 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 trusts 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