Each weekday the CNBC Investing Membership with Jim Cramer holds a “Morning Assembly” livestream at 10:20 a.m. ET. This is a recap of Friday’s key moments. Be prepared for a sell-off Keep on with Ford Do not make investments primarily based on worry 1. Be prepared for a sell-off U.S. shares rose Friday, including to sturdy weekly performances for all three main Wall Avenue benchmarks. The S & P 500 and Nasdaq Composite are on tempo for his or her finest weeks since March, climbing greater than 3% and roughly 4%, respectively. The blue-chip Dow Jones Industrial Common , in the meantime, is poised to complete in optimistic territory for its third-consecutive week. Jim Cramer mentioned Friday that the energy on this overbought market continues to current profit-taking alternatives. We discovered one earlier , locking in good points in industrial fuel large Linde (LIN). “We’re not sitting right here and saying, ‘We hate our shares,'” Jim mentioned. “We’re sitting right here and saying, ‘Once we’re this overbought, you need to be prepared for a sell-off.'” 2. Keep on with Ford Jim mentioned he is blissful to let Ford Motor (F) shares run forward of a go to with administration subsequent week on the Blue Oval’s headquarters, simply exterior Detroit. The automaker has been one among our top-performing shares over the previous month, climbing greater than 27% amid investor optimism round its electric-vehicle charging partnership with rival Tesla (TSLA). Jim mentioned he plans to press Ford CEO Jim Farley on the discrepancy between the corporate’s full-year adjusted free-cash-flow steerage and the much-lower estimates from Wall Avenue analysts. “We need to know money stream. In the long run, money stream and with the ability to transition from [internal combustion engines] to EV is central, and we’re going to spend so much of time on that,” Jim mentioned Friday. 3. Do not make investments primarily based on worry Buyers promoting Humana (HUM) Friday are appearing out of worry, Jim mentioned. After rival UnitedHealth Group (UNH) spooked health-care buyers earlier within the week with feedback about elevated elective procedures , Humana reaffirmed its full-year earnings-per-share steerage Friday. Nonetheless, the Medicare Benefit-focused well being insurer acknowledged an uptick in surgical procedures and different medical providers. The agency now expects its advantages expense ratio, a carefully watched business metric, to come back in towards the excessive finish of its full-year steerage. Shares of Humana fell greater than 2% Friday, however we do not suppose that transfer is warranted after its large sell-off Wednesday. “Worry is dominating. I do not make choices primarily based on fears. I make choices on numbers,” Jim mentioned. (Jim Cramer’s Charitable Belief is lengthy LIN, F, HUM. See right here for a full record of the shares.) As a subscriber to the CNBC Investing Membership with Jim Cramer, you’ll obtain a commerce alert earlier than Jim makes a commerce. Jim waits 45 minutes after sending a commerce alert earlier than shopping for or promoting a inventory in his charitable belief’s portfolio. If Jim has talked a few inventory on CNBC TV, he waits 72 hours after issuing the commerce alert earlier than executing the commerce. 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.