Famed investor Jim Cramer remains bullish on US stocks even though they’ve had a rough few weeks due to fears that Trump tariffs will lead to a recession by the end of 2025.
While the Investing Club portfolio currently owns a total of 32 companies, the Mad Money host dubbed five of them his favourite in a recent report to members.
Let’s take a closer look at Cramer’s favourites and what each of them has in store for investors this year.
TJX Companies Inc (NYSE: TJX)
Jim Cramer dubbed TJX stock his absolute favourite in a recent update amidst continued surplus in terms of inventory in the retail industry.
That’s because TJX thrives on buying excess inventory at a discounted price and reselling it.
Plus, it’s emerging as a winner in retail as the likes of Kohl’s and Macy’s continue to struggle as well, he added.
TJX shares currently pay a dividend yield of 1.32% which makes them all the more exciting to own.
Capital One Financial Corp (NYSE: COF)
Cramer has been loading up on Capital One stock as he has immense confidence in the leadership of Richard Fairbank.
Shares of the credit card company could meaningfully benefit from the $35 billion acquisition of Discover Financial as well, according to the Mad Money host.
Capital One is expected to close that transaction in the coming weeks. Jim Cramer likes COF also because it pays a dividend yield of 1.40% at writing.
BlackRock Inc (NYSE: BLK)
Cramer sees a 15% decline in BlackRock stock since late January as an opportunity to buy a quality name at a deep discount.
He’s particularly bullish on Larry Fink’s commitment to focusing more on private markets. At the end of its fourth quarter, BLK revealed a record $11.6 trillion worth of assets under management.
Much like TJX and COF, BlackRock shares also currently pay a dividend yield of 1.40%.
Home Depot Inc (NYSE: HD)
Jim Cramer dubbed now a suitable time to invest in Home Depot stock as the Federal Reserve has already started cutting rates.
Lower interest rates tend to boost the housing market which typically serves as a tailwind for HD shares. Plus, buying Home Depot stock on weakness has historically proven to be a smart move, he argued.
Along with the potential upside, investing can benefit from a 2.62% dividend yield tied to HD stock as well.
DuPont de Nemours Inc (NYSE: DD)
Jim Cramer finds DuPont stock as dirt cheap at current levels – and expects significant further value to unlock once the company executes its plans of a split up.
Additionally, DD is a cyclical stock that he’s convinced will continue to benefit as the US central banks lower interest rates further in 2025.
Like other names on his list, Dupont is also a dividend stock that currently yields 2.13%.
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