disney dis gets a bullish call on wall street johnson  johnson jnj gets ready to start its consumer unit ipo roadshow analysts express optimism about advanced micro devices amd heres a look at the headlines along with our take for each of these club holdings dis ytd mountain walt disneys stock performance year to date the news wells fargo analysis called out disney as the best opportunity in media in a research note monday emphasizing management shifts to profitable growth in streaming and away from chasing subscribers wells fargo said disney is massively underearning in directtoconsumer dtc and sees significant opportunities to increase profits in the segment through price increases and cost control both of these actions would help improve the companys margins analysts estimate that disney currently has about a 17 share of the roughly 200 billion streaming and linear television market disney they expect disneys share to rise to 40 by fiscal year 2025 wells fargo increased its price target on the stock to 147 per share from 141 while keeping its overweight buy rating the clubs take were encouraged by wells fargos recognition that disney still has massive potential for growth with bob iger back as ceo and his pivot to profitable growth in streaming we should start to see losses improve as the company executes on planned layoffs and broad restructuring efforts the second wave of previsouly annoucned job cuts began monday  for its upcoming fiscal second quarter set for release may 10 investors should not expect major progress at disney since it will likely take some time for those changes to take effect in fact it may take another quarter to see the impact of disneys 55 billion cost reduction plan make a difference to the bottom line across the organization jnj ytd mountain johnson  johnsons stock performance year to date the news johnson  johnson is heading to wall street soon to meet with prospective investors for its planned initial public offering of its consumer health unit according to the wall street journal that process known as an ipo roadshow could begin this week j  j hopes to raise at least 35 billion at a roughly 40 billion valuation in the ipo which will establish the division that makes tylenol bandaid and neutrogena products as a separate publicly traded firm called kenvue j  j will initially retain at least 801 ownership in kenvue with plans to offload its remaining stake later in 2023 the clubs take we welcome fresh details about j  js upcoming business separation which has been taking shape since late 2021 the companys medical technology and pharmaceutical business which accounted for just over 84 of its total 2022 revenue of 9494 billion will retain the johnson  johnson name as weve explained at length before were fans of the business separation after divesting the slowergrowing consumer division j  js management will be able to focus more easily on its core responsibilities ensuring those business units are operating at maximum potential likewise the leaders at kenvue can do the same that may not have been happening with all three units under the same roof kenvue has very good brands jim cramer said during a club morning meeting earlier this month but its been completely undermanaged because it takes so much time and j  j leaders would rather spend a lot time on pharma and medical devices so i love whats coming amd ytd mountain advanced micro devices stock performance year to date the news analysts at susquehanna raised amds price target to 115 per share from 112 and reiterated a positive rating on the chipmakers shares amd is set to report firstquarter earnings on may 2 while analysts see a modest risk to q2 guidance they believe it would be the last challenged quarter for the company the personal computers market has been an overhang for amd but analysts said the inventory correction has likely bottomed in amds data center business analysts are expecting slower uptake of the new genoa processor because it is a new platform that will take some time to gain traction susquehanna is modeling a pushout of data center revenues amds gaming revenue is expected to grow this year albeit at a slower pace as inventory in the segment continues to normalize and as pricing and demand appear to have stabilized analysts explain the clubs take were pleased to see susquehannas pt increase on amd shares on the belief that its inventory glut will soon no longer be an issue excess inventory has been a drag on the business and amd stock it dented amds financials and contributed to shares falling 55 in 2022 amd has gained about 35 so far this year we hope to see that inventory bottom start showing up in the companys upcoming earnings report which could help lift the stock higher ceo lisa su has previously said she expects a strong second half of the year we hope to see that come through in the companys guidance when it reports q1 next week jim cramers charitable trust is long dis jnj amd 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