We’re making some changes to the CNBC Investing Club’s core holding designations to let members old and new know which stocks are our favorites going into 2025. To be a core holding, a stock must have excellent fundamentals for now and next year, and it must be one that I would prefer not to trim, if I could avoid it, because of its inherent long-term value. The list consists of 12 stocks, though two have been removed from last year and replaced. That said, not all should be bought right now. In the coming weeks, we’re going to profile each of them. Here are the ones that are the same (in alphabetical order): Apple, Amazon , Costco , Danaher , Eaton , Linde , Eli Lilly , Meta Platforms , Nvidia, and TJX . Remember, Apple and Nvidia are the only “own it, don’t trade it stocks” in the portfolio. The remaining two slots in our core holdings list go to Home Depot and Wells Fargo . They are replacing GE Healthcare and Microsoft . While removed as core holdings, both GEHC and Microsoft are still part of my 35-stock Charitable Trust, the portfolio we use for the Club. For GEHC, the hurdles are too high, and I am ready to move on when it goes back to where it was, in the high $80s, where GE sold a huge slug of 13 million shares and crushed the stock. I say enough. It should be difficult to become one of our core holdings. This company does not merit that distinction. Microsoft got booted because we do not want to emphasize a stock whose numbers may not be as robust as expected due to the slower adoption of Copilot, the company’s artificial intelligence virtual assistant. During our December Monthly Meeting on Thursday, I said that when it comes to earnings Microsoft is the Mag 7 stock I am most worried about. (See here for a full list of the stocks in Jim Cramer’s Charitable.) 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.
Jim Cramer in front of NYSE, June 30, 2022.
Virginia Sherwood | CNBC
We’re making some changes to the CNBC Investing Club’s core holding designations to let members old and new know which stocks are our favorites going into 2025.
