Jim Cramer on Wednesday provided updates on all 10 names on our Bullpen stocks to watch list. During the Investing Club’s June Monthly Meeting , Jim was particularly excited about two of our newer additions. Boeing : Jim hasn’t pulled the trigger to add Boeing to the Club portfolio yet because he would want to make room first. We tend to wait to add a new name until we exit another. Jim said it’s “terrific” that shares of the aerospace giant trading just under $200 apiece, as of Wednesday afternoon, and he would like to “buy some here.” However, he is debating whether to see how some challenged Club stocks like Salesforce and Bristol Myers play out or whether to remove them. Boeing should be the main beneficiary of trade deals with other countries through increased aircraft sales. Cisco Systems : Jim is a huge fan of this networking equipment company because its artificial intelligence strategy is going in a positive direction, and it’s beefing up its cybersecurity offerings. Jim is reluctant to add the stock right now for two reasons: (1) the stock is currently trading at $68 per share, making a new 52-week high Wednesday. He would hope to get in at a better price; (2) like with Boeing, we simply would need to have another stock come out of the portfolio. Airbnb : Airbnb is an appealing name because of its peer-to-peer home rental platform that’s disrupting the lodging industry. Still, Jim thinks the stock is a “no-go” because the company’s recent earnings were a bit weak. It’s not the best time to get into the stock given the management’s disappointing forward guidance, coupled with concerns over a slowdown in U.S. travel. Dell Technologies : This company, best known for its personal computers, is on the list because it’s one of the big winners of the AI build-out. Jim was a bit frustrated for having “missed” Dell after the stock surged more than 80% from its April low of $66. Shares of the PC and AI server maker are trading at $120 apiece Wednesday. Intuitive Surgical : Jim finds this medtech company — known for its leadership in robotic-assisted, minimally invasive surgery — “very intriguing,” especially after the stock is flat for the year. There is some tariff risk since the bulk of Intuitive Surgical’s instruments and accessories are made in Mexico. Marvell Technology : The one-time Club name is a leader in custom chips, and its stock has made a huge comeback from its April low of $47. Shares were trading at $75 each, as of Wednesday afternoon. Jim thinks Marvell’s comeback could have been a missed opportunity. But for the Club, he’s content with owning two chip stocks: Nvidia and Broadcom. In fact, Broadcom also makes custom chips, and it’s been a better performer than Marvell this year. Novartis : This Swiss drugmaker is another top-of-mind medical name for Jim for its strong product pipeline. But in the meantime, it’s staying in the Bullpen because we already have Bristol Myers, which we would have to get rid of to put another name like Novartis in its place. Nucor : Jim sees Nucor as one of the best-positioned manufacturers of steel products. While the potential of tariffs on imported steel could lead to increased costs for the company, Jim believes the stock is “finally right,” given a shortage of steel companies that President Donald Trump will do whatever he can to protect. Nucor last week issued solid preliminary results for its second quarter earnings. The company is expected to report those results on July 28 after the bell. Raytheon : Jim is an advocate of this maker of aircraft engines and missiles, but the stock has “run a lot,” reaching a 52-week high of $149 on June 18. The stock, which has run more than 20% year to date, has to come lower for us to consider investing in the name. Sempra : Jim finds this diversified utility and energy infrastructure name an attractive play due to its exposure to attractive markets. However, the company’s last quarter “wasn’t good enough.” The company is also faced with some regulatory challenges. We’re watching Sempra since we don’t own a utility and would consider one to diversify our portfolio. (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) 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 trust’s 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.