The Club’s portfolio is chock full of high-quality companies. But some of them — a group we designate our core holdings — are a cut above the rest. At the Investing Club’s recent Annual Meeting , Jim Cramer and Director of Portfolio Analysis Jeff Marks unveiled a reshuffled list of core holdings, which we generally define as industry-leading companies with great management teams and strong track records of creating shareholder value. Amazon , Eaton, GE Healthcare , Meta Platforms , TJX and Microsoft joined the all-star list, which swelled to 12 stocks from 10. Meanwhile, we removed two former Club holdings, Johnson & Johnson and Pioneer Natural Resources , while current investments Morgan Stanley and Starbucks were supplanted as their management teams work through obstacles to growth. Here’s our updated breakdown of each top core holding, going in alphabetical order by stock ticker. AAPL 5Y mountain Apple’s stock over the past five years. Apple remains an “own it, don’t trade it” stock, despite Wall Street’s recent cautious calls around its new Vision Pro headset and softening iPhone demand in China. Yes, China presents a risk to Apple on tepid consumer spending and Beijing’s reported crackdown on the use of iPhones at government agencies. But Jim said analysts need to look at the big picture for the company. Apple’s Services segment — home to sales from the App Store, Apple Music, iCloud and more — continues to grow as new users join its ecosystem. Potential headwinds in other parts of Apple’s business are partially offset by the strength of the Services business. However, Jim cautioned that more bearish commentary on Apple from the Street may be forthcoming. “You’re gonna have to strap yourself to the mast,” he said. “It’s going to be a painful stock, then it’s going to be great again.” AMZN 5Y mountain Amazon’s stock price over the past five years. Amazon delivered terrific fourth-quarter results earlier this month, exceeding analysts’ estimates on…
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