Analysis: LRCX PANW HD GS

In today's Daily Rundown, Jim discusses Cisco's CSCO strong earnings report (see our analysis here), Wednesday's members-only conference call and our initiation of Lam Research (LRCX) , Palo Alto Networks (PANW) , Home Depot (HD) , Goldman Sachs (GS) , and more!

Plus, Jim shares a personal experience about how to evaluate the retail industry.

Action Alerts PLUS, which Cramer manages as a charitable trust, is long LRCX, PANW and GS.