Jim Cramer ran through all 32 companies in the Investing Club portfolio during the March Monthly Meeting on Thursday, but he gave special focus to six of his favorite stocks to buy right now: TJX Companies, Capital One Financial, Texas Roadhouse, DuPont, BlackRock and Home Depot. There’s other stocks he likes, too. Here are his updates on the those six favorites and the rest of the portfolio. The Select Six TJX Companies : The No. 1 favorite stock to buy right now. The more inventory sloshing around the retail industry, the more money TJX makes. The troubles of Macy’s and Kohls are adding to that now. It’s the winner in retail, perhaps for years to come. Capital One Financial : We’ve been making small buys since taking a stake in the credit card issuer a week ago. CEO Richard Fairbank is smart, and its planned acquisition of Discover should be a boon. We bought more Thursday morning. Texas Roadhouse : Another stock to buy here. While some consumers are pulling back on their spending, the bargain prices at Texas Roadhouse make it a great option so you can still go out without breaking the bank. DuPont : The stock is dirt cheap versus the sum of its parts, and the looming spin-off of its electronics business this fall should help unlock some of that value. More rate cuts this year should help cyclical, industrial-focused stocks like DuPont. That’s why it’s on Jim’s buy-now list. BlackRock : Another favorite. We’re not giving up on CEO Larry Fink and his plan to reinvent the asset manager with a bigger focus on private markets, where the fee structure is more favorable. Home Depot : When rates go down, Home Depot is the place to be. Doubters ought to look at the long-term record of this company if you bought it during grim moments. A great one to own now. We bought more after Thursday’s meeting concluded. The rest of the portfolio Apple : The iPhone maker is experiencing a triple whammy of bad news. The new Siri is late. Tariffs are worrisome. And uncertainty over President Donald Trump and China is high. That means the stock can go lower, but we’re confident Apple will get back on track so we’re holding on. Abbott Labs : Health-care stocks are too defensive to deploy new money into them. Instead, we’ve been trimming our outperforming positions like Abbott Labs and using those funds to buy beaten-up stocks. The time to buy more Abbott will come. Amazon : Its retail, advertising and cloud businesses are all playing at levels that no one else can equal. Jim loves investing in companies with subscription revenue streams, and the value of a Prime membership is the best of them. Broadcom : The chipmaker is just one of two tech stocks Jim would buy here. It recently reported an exceptionally strong quarter with a growing roster of clients for its custom AI chip business. Bristol Myers Squibb : Similar to Abbott, we trimmed the drugmaker into strength and eventually will look to repurchase those shares. We haven’t changed our long-term optimism on schizophrenia drug Cobenfy. Costco Wholesale : The retailer’s quarter last week is somehow being regarded as less than excellent. Shares are trading erratically, but its subscription strategy makes Costco the perfect stock for an environment where people are worried about the consumer being stretched. Our cost basis is too low for us to buy more, but investors who don’t own any could start building a position here. Salesforce : As strong as Agentforce’s growth prospects are, one potential concern would be that it comes at the expense of its legacy offerings. Too early to know for sure, making it a bit of a push. CrowdStrike : The cybersecurity provider is the other tech stock Jim would buy here. We’ve added to our position twice this month. Despite our confidence in its outlook, the stock is down sharply from its highs and is inexpensive relative to its history. Coterra Energy : The stock has been a winner over time and we want to keep our natural gas and oil exposure hedge. Coterra is a rare good one in a not-so-hot sector. Danaher : We’re keeping the stock around for two potential catalysts. The first is a recovery is in its life-sciences business, which could be sparked by more IPOs for biotech companies. The second is the ouster of CEO Rainer Blair. Disney : It’s a tough environment to own a stock like Disney, but we are willing to tough it out because the value is self-evident to anyone who has looked under the hood. We bought more on Monday. Dover : We snapped up more of the diversified industrial on Wednesday. Investors are focusing only on the bad and not the good, which is why the stock is trading this low even as its CEO has been offering encouraging updates on order growth. Eaton : The high-quality industrial stock has come down so hard on AI spending fears, but like Dover, it’s an opportunity. We bought more shares of Eaton on Thursday morning. GE Healthcare : We booked profits in the MRI machine maker into the health-care rally, but unlike with Bristol Myers and Abbott, we’re not in a hurry to rebuild this position. It’s been a disappointment. Alphabet : We’re torn on Alphabet. There’s a real threat to Google Search from AI chatbots such as ChatGPT, but Waymo and YouTube are attractive assets. The latter is doing incredibly well. Still, Jim believes Meta is the better way to play the digital ad market, making our Alphabet position tenuous. Goldman Sachs : We bought more on Monday and it’s still a buy here. Mergers-and-acquisitions activity is primed to take off, and same goes for the pipeline of initial public offerings. Both are great news for the premier investment bank. Honeywell International : The industrial has been missing quarter after quarter but management de-risked its 2025 outlook. That gave us the confidence to step in and buy back some, though not all, of the stock we sold at higher prices earlier this year. Linde : We sold some Linde to lock in a gain earlier this week, giving us room to buy more of this secular grower if it pulls back. The industrial gas giant is a major outperformer this year. Eli Lilly : The stock gets hit from time to time on fears of new GLP-1 competition, but we’re not concerned about its position in the race. CEO David Ricks is spending billions to build a manufacturing moat around their GLP-1s and new formulations could be on the way. Own Lilly for a long time. Meta Platforms : It’s truly inexpensive and the best of the old “Magnificent Seven,” which is no more. Too many holes in the stories of those companies. The biggest possible hole for Meta is a recession that reduces ad spending, but its platform is so attractive to marketers, it should be able to hold up. Microsoft : Nothing good is baked into this stock now. While it’s too late to sell, we cannot recommend it because of its poor execution. Microsoft needs to get its house in order, especially on Copilot. Nvidia : While AI chip king’s growth is slowing, the business is still in great shape. The bigger problem for the stock is short-term options activity and other market dynamics that amplify moves to the downside. The risk-reward on the stock is fairly decent at current levels, but Jim is waiting until next week’s GTC conference before making any decisions. Nextracker : The solar stock has been volatile this year, but is still holding onto strong gains north of 20%. It’s a small position for us after trimming it into strength in January. The company is well run and has made-in-America products to skirt tariffs, but the outlook for solar is still muddy under the Trump administration. It could be a source of funds on the next rally. Palo Alto Networks : Despite Jim’s emphasis on CrowdStrike, he also likes our other cybersecurity provider here, too. Palo Alto continues to win business in both the cloud and on premises. Starbucks : Patience is the word with the coffee chain giant, even though the stock has fallen hard from where we took profits in late February. Eventually, though, we’ll be ready to step back in and buy back those shares. Wells Fargo : The stock has been rolling over lately thanks to recession fears and a belief that the Fed-imposed asset cap would be removed by now. We believe we’re on the verge of that removal, which carries hidden benefits that can save the bank billions and boost shares. (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) 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