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갱신2026-10-28 07:00:00

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Jim Cramer talks which stocks could be post-election winners

CNBC Television · 2024-11-06 · 유튜브 시청 24,721 · 게시판 조회 8 · 외국인

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ab money Starts it's to educate you it's to a day like today makes you feel like no matter who wins every stock can go higher from CAC to Aerospace the housing the retail even Healthcare we saw some tremendous gains which added up to some excellent performance Dow gaining 427 points as be jumping 1.23% NASDAQ P 1.43% AB board in the coming weeks though I'm bet in the days like today I think you turn to be outliers he you can't expect Dr Panos to visit this place daily instead we're going to have to deal with the cold heart realities of a Federal Reserve that may be a little more timid about cutting rates get the robust nature of the economy and the numbers we've been seeing we may be facing days or maybe even weeks of partisan rank or if the election's too close for anyone to throw in the towel we can't be sure who the next president will appoint to key positions there's just so much we don't know which is why I want to change T entirely tonight I want to highlight 10 stocks that I believe will do well under either candidate a who who of acclamation companies that almost have to do well because of seismic Trends and Savvy managements companies that no White House would get hung up on either because they're beneath notice or they're perceived as good corporate citizens by both sides stocks and industries that neither Trump nor Harris has ever targeted in the past first gring let's get right to it Bargains I like Walmart I like Costco I like tgx parent company of TJ Max and Marshals these retailers have done tremendous work pushing back against infl by using their scale to push cost down then passing on the savings to you the customer neither candidate can mess with that proposition Walmart's try to hold the line on prices in all sorts of aisles but especially the food aisle have you seen these $5 selections they have it's called the Great Value offerings they're incredibly cheap and particularly long still no the stock itself is not cheap but ever since Walmart upped it game by improving wages giving managers more discretion for what the their stores carry and sneaking in high fashion in the $15 at I'm not kidding the $15 aisle oh it has been a huge winner Costco's got a business model where they make most of their money off the membership C the model is about getting as much volume as possible not taking as much price as possible and that's why everybody loves it that and of course the free saes I had the little pizza the other day oh my God are they good we love going down the aisles just imagining how much more we'd have to pay at some other store we love the bathroom and this kitchen section is so fantastic never knew I needed so much of this stuff TJX is such a go-to chain for clothes that I spend a lot of time producing aisles for anything my size whether it be belts or shirts or slacks as my pop used to call them their prices are so ridiculous that you can't pass the stuff up I can't go buy the one down here without going down the escalator and just taking a look maybe there's something I don't need that I now need all three of these retailers work even if president Trump insoles High tariffs none is any meaningful foreign exposure that can hurt them even as they all have overseas operations next can you guess it Netflix netlix is one of the world's greatest barain because they make programing for all sides of the aisle you know that it's not going to get hammered by whoever comes out ahead tonight or this week or next month whatever there is no percentage in going after Netflix we have a habit of waiting for at or Verizon to get better right I big dividend yields lots of opportunity I say you're waiting pal for good do if you want a wireless car the alfit that's taken to am by storm the best value is T-Mobile which is why they seem to report great numbers every quarter T-Mobile has the best prend the lowest turn and it's most like Apple account opener that's right they've used Apple they were the ones who said Apple sales are good plus CEO Mike S hates to lose that is a great quality in a chief executive officer hey speaking of hating to lose the CEO po outo networks that's edic cash Aurora and the CEO of crowd strike that's George Curts are both extremely competitive they know how to stop cyber cran better than anyone I know it hurts our diversication efforts but the travel trust owns both these stocks because I'm a huge believer in cyber security I'm not going to be left behind by a great stock here there's so much crime happening online these companies literally can't handle all the business imagine I call that a high quality problem last night last night I saw one of the greatest quarters I have ever witnessed a quarter from a company that I finally told you to buy not that long ago after fighting FR ages I'm talking about yes indeed paler they've got a big cyber security business and do some consumer package Goods work too but they're mainly a defense contractor paler brags about making its clients more lethal and judging by the numbers which included accelerated Revenue growth and phenomenal margins they're clearly accomplishing that goal how strong were these results at paler I'm going to quote CEO Alex karp who is in immutable indomitable I don't one of those IM quote given how strong our results are I almost feel that we should just go home end quote now there's a guy there's a guy who's got bravado all anyway I like the bipartisan nature of not spending as much on defense hardware and training and instead relying on Alex and friends to get it right for you and that's what they're doing this one's a real crowd favorite by the way it's now up 198% for the year I bet it keeps running regardless who takes to the White House congrats to Alex and Friends next up everyone wants some environmental play that can work with either party right good luck finding one but the best I can draw is G venova the stocks up so much but in this new regime whatever that is you can assume that is something to offer for every utility and hyperscaler I know we're all falling in love with new nuclear power right I get that and one day I'll be it'll be important again I mean maybe next decade right now though if we want more electricity we're going to need it from natural gas wind and solar geova has natural gas turbines which they call turbines strangely enough windmills and the best possibilities of nuclear although the company would tell you you shouldn't get your hopes up for nukes at anytime soon because it takes too long to build these PL I like the fact that they're upfront about that that's terrific finally let's open in Cintas oh they've only been on a couple I love these guys this the company supplies more than one million businesses with uniforms restroom supplies fire safety equipment some other stuff you know why I love this one so much because it caters to small business and neither the Democrats nor Republicans can resist talking about how small businesses are the backbone of the American economy you hang around politicians enough you can't believe how many times they talk about this issue nobody ever lost an election this country by paning too hard to small business of course they approach it different the Republicans want to cut back regulations that make it difficult to operate a small Enterprise Democrats want to give them small loans or big loans who's right that's not my job my job is to tell you how to profit from the bipartisan Embrace of small business and you can do that by purchasing the stock that's called Cintas the bottom line there you go 10 stocks that can work no matter who wins in the election that's right no matter who wins so if we get a market wide sell off tomorrow get your engines ready and if we don't how about this buy small then hope the FED says the wrong thing Thursday and it gives you a better entry point imagine rooting for that and then getting it bam otherwise wait for your pitch you now know what to swing at that was easy how about we go to Joe in Jersey Joe hello Mr Kramer thank you for taking my call and thank you for all that you do for us Chief I love it when you call let's go to work okay I'm looking to add a mining company to my portfolio and uh I was think I was thinking of buying gold and what I like about them is that they're also in the sale of copper and silver as well um nice dividend I think over 2% the p uh 22 I don't know should I uh should I buy them well look I'm going to be a little um pejorative here I I understand they have copper and I think they've done an okay job notice I said okay but with gold soaring here you're going to do better with a nio eagle that is a big Chang for me but we had AO Eagle on I studied and studied and studied I said you know what right horse ago I feel we should go to Massachusetts now let's go to Todd messages Todd hey Jim first caller booah how you doing yeah bring it on Todd what's happening um first of all a fan of big fan of the show thank you love especially love your CEO interviews get a lot of good information we got some good ones tonight I buy both stocks I buy both I buy both right here right now what's happened okay so I've had a hospitality company since uh 2020 mid 2020 during covid up over 300% uh still doing well though and uh I'm kind of wondering it's Hilton HLT and I'm wondering whether I should uh ring the register or whether I should uh you know buy more you can hold it you can hold it I've got to tell you yesterday there was a crude Injustice uh Mar reported really good number and all the analysts were like everyone was saying the stock was going down did they listen to the call I thought it was like a great call I finished it I looked at the stock I what like who are these sellers what do they know I mean honestly I mean get lost you know what I mean the Stock's up three today and it's probably going to go up again tomorrow and I like it we got a second Joe right now we're GNA talk we're gonna speak this time to Joseph in Arizona Joseph hey booya Jim hello from Tempe Arizona EXC oh I love T okay which which one siga that's the only one that knows what it's doing they know what they're doing a lot of volatility in the stock price lately do you think it's valued well I tell you going in this is one where I actually would need to know who's going to be president and I have been trying to stay away from the ones where if I have someone who is uh actually against this group there'll be some volatility and we'll buy it lower after that's my plan I do like sign but not going to pull the trigger right here anyway look if we do get a sell off because of the election now you know what to keep your eye on or to just I say by because I think these 10 socks will work no matter what no matter who wins the White House I'm telling you the good hey I got some more on May Mone tonight Texas Roadhouse has spent the year climbing higher is this one we taking I I know it is I just got to tell you you watch the intervie you'll feel like I'm tell you this stock is so good that I read the book of the founder and it's dynamite that the major averag is finish the green today so should investors kick their feet up and enjoy the ride or could some turbulence lie ahead I'm going off the for answers and UL Solutions hit an all-time high after earnings I'm sitting down with the SE of one of my favorite IPOs of the year and hear what's in the pipeline C

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