Here’s an update on all 34 portfolio stocks, including 7 out-of-favor names to buy

CNBC Finance

Dec 12, 2025

10 min read

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During the December Monthly Meeting , Jim Cramer and Jeff Marks, the Investing Club's director of portfolio analysis, set the table for the stock market in 2026, including identifying out-of-favor stocks that are strong buys right now. Here's a rapid-fire update on each stock in the portfolio, starting with seven currently unfashionable names that Jim says should soon be back in style. 7 out-of-favor stocks that are buys 1. Boeing: This is a hated stock that has taken unwarranted hits . Jim says investors should consider buying now.Â We've leveraged the weakness as an opportunity to strengthen our position since our last Monthly Meeting. This aircraft maker's turnaround story remains promising under CEO Kelly Ortberg, especially given its strong free-cash-flow performance . 2. Danaher: Buy this ignored stock as biotech funding picks up. The more biotech companies that go public, the more buyers there will be for Danaher's equipment. 3. Home Depot: Shares keep getting dinged due to poor comparable store sales and a stubborn housing market. But they are due for a bounce. This is the single-best stock to own if President Donald Trump's new Federal Reserve chief begins an acceleration of interest rate cuts. 4. Honeywell International: It's a great time to invest in this industrial conglomerate before it is split into three publicly traded companies. Honeywell shares have underperformed peers for much of 2025 due to a Wall Street phenomenon known as "spin purgatory." Once the three-way split is complete, though, it will eventually unlock more value for Honeywell. Be patient. 5. Nike: Buy this retailer ahead of its earnings report next week. We have no idea whether it'll be a good print. But we do believe in the turnaround story under CEO Elliott Hill. For this stock to blast higher, it must be free of old inventory. We believe Hill is taking the correct steps. 6. Procter & Gamble: It's not too late to buy Procter & Gamble before the stock shoots higher after new CEO Shailesh Jejurikar takes over next month. That's when the real housecleaning will start. 7. Texas Roadhouse: Cattle prices have weighed on this stock , but these may finally be breaking. That's exactly why it's the perfect time to buy shares of this high-quality restaurant stock. After all, value-conscious consumers prefer this place for its reasonable prices. ... and the other 27 1. Apple: This tech stock has gone from out of favor to in favor with investors in 2025. Jim believes that the iPhone is the greatest product in the world. The company also has a strong management team, led by CEO Tim Cook. Again, we say "own, don't trade" Apple. 2. Amazon: Jim would gladly pay up more for this e-commerce and cloud giant despite it being among the worst performers in the mega-cap tech cohort. Amazon's underperformance is a buying opportunity for new investors, Jim said, given its likelihood of reaccelerating its industry-leading cloud business and Prime memberships. Next year should be better for the stock. 3. Broadcom: Shares tanked Friday following the company's quarterly earnings, which beat on the top and bottom lines. It was a misunderstood print , as the chipmaker still has fantastic fundamentals. Jim recommends waiting two days for the dust to clear and then buying it. 4. BlackRock: The underperformance in this financial name doesn't mean you should sell. The pullback could be due to concerns about its exposure to private credit. We're not worried, though. As long as there's strong fee growth and CEO Larry Fink is in charge, we're staying long. 5. Bristol Myers Squibb: We have a small position in this biopharmaceutical name, which got a recent boost after it announced that it needed more time for its late-stage study of its promising drug Cobenfy in treating Alzheimer's disease psychosis, including enrolling more patients, which the market took as a positive sign. 6. Capital One: Jim forecasts that shares could go all the way to $300 in 2026, implying 25% upside from Thursday's close. With its recent acquisition of Discover, the credit card issuer is creating a powerful competitor to challenge American Express . CEO Richard Fairbank is likely in his last act, but it will be fantastic. 7. Costco: While the company reported a solid quarter late Thursday, a deceleration in the non-food category gave the bears an excuse to ding the stock. Still, Jim is not going to sell Costco because it's a well-run retailer with a durable business model. 8. Salesforce: The software-as-a-service (SaaS) company recently delivered its first good quarter in a while, featuring a huge earnings beat, making it hard for us to abandon the stock. AI still poses an existential threat to Salesforce's seat-based business model, but CEO Marc Benioff is pivoting to an artificial intelligence world with his Agentforce product. 9. CrowdStrike: This cybersecurity giant is an entirely different company from the one that caused a massive global IT outage just a year and a half ago. That was the time to buy on weakness, Jim said, because CEO George Kurtz's swift and decisive leadership positioned CrowdStrike to navigate the crisis effectively. Investors who bought that dip were handsomely rewarded after the stock finished more than 30% higher in 2024. CrowdStrike stock is up 46% so far in 2025. 10. Cisco Systems: We became more confident in Cisco after the networking company reported a quarterly beat and outlook raise in mid-November. This was driven by accelerating product order growth, particularly from its hyperscale AI customers. We appreciated hearing that the campus networking refresh cycle is underway as well. There is still some recovery needed in its security business, but we can't leave this one. 11. DuPont: This industrial stock has more upside ahead after its recent spinoff of Qnity Electronics . The lesson: Do not give up on companies that are breaking up. You are simply running from value. The specialty chemicals business is spectacular. 12. Dover: Shares have experienced a nice rebound since mid-October following an extended period of underperformance. We bought the stock on the way down because its strong fundamentals hadn't changed. We're glad we did now that Dover is trading at its highest levels since February. 13. Eaton: This stock has been volatile recently. We're sticking with it, though. Eaton has a great data center business. Deutsche Bank called the power solutions company a top pick for 2026 earlier this week. 14. GE Vernova: The stock surged more than 15% in a session this week following positive updates from management, prompting us to raise our price target. The heavy-duty turbine maker supports the data center buildout and is a significant beneficiary of the AI boom. 15. Corning: The maker of fiber optics, connectors, and hardware used in AI data centers has been on fire in 2025, with its shares up more than 86%. Shares were down on Friday following Oracle 's disappointing earnings this week that reignited fears of an AI bubble. But they are still up too much to add to our position. 16. Goldman Sachs: We decided to trim this top-performing bank stock earlier this month after a strong run, booking huge profits. The Club believes Goldman is a big winner of the rebound in dealmaking. 17. Linde: Shares of the industrial gas giant have made a comeback over the last few sessions amid an overall lackluster 2025 performance. We were heartened this week by news that CEO Saniv Lamba purchased nearly $1 million in Linde stock. That's a big sign of forward-looking confidence from management. 18. Eli Lilly : The stock has been a difficult one to own lately, with a pullback after finally hitting a $1 trillion market cap. However, the FDA might expedite Lilly's oral weight-loss pill, oforglipron, which could catalyze share price gains. The company is ready for launch and is unlikely to face supply constraints, as it did with Mounjaro. "We're staying long," Jim said, adding that we would look to buy if it goes a bit lower. 19. Meta Platforms: The social media giant has figured out how to dominate the advertising market, but what investors continue to be concerned about is their massive levels of AI-related spending. Management did, however, recently announce that it's making cuts to its metaverse project, giving investors like us confidence that the company has greater flexibility to shift investments to other growth areas. 20. Microsoft: This is one of the best enterprise software stories out there as it has successfully implemented AI across its suite of cloud tools to boost productivity. Its partnership with AI startup OpenAI has also increased its cloud revenue. In fact, Microsoft was the only Magnificent Seven stock higher on Thursday as the market rotated away from tech. 21. Nvidia: Shares are down in recent months, and Jim said the chip stock could go even lower. However, Jim advised members to be patient. With great demand from China and a new reasoning chip set to debut, Nvidia will bounce back. After all, the Club has made so much money in Nvidia by not listening to the naysayers. "I've seen this so many times," he said of Nvidia's decline. "The stock is undervalued, and you have to buy it." 22. Palo Alto Networks: Shares of the cybersecurity giant are down more than 8% over the past month. That's despite delivering better-than-expected quarterly results and an upbeat full-year outlook in late November. We used that dip to add to our position . Wall Street may be wary of Palo Alto's acquisitions of CyberArk and Chronosphere, but we see these deals as positioning the company to set itself apart in the AI era. 23. Qnity Electronics: This is a terrific stock that's also one of the least expensive in its group. The company's exposure to secular trends, such as high-performance computing and artificial intelligence, make it worth keeping since its split from DuPont. 24. Starbucks: The coffee giant is in the middle of a turnaround led by CEO Brian Niccol, whom Jim has full faith in. While progress has taken longer than we initially expected, we're seeing progress as sales in its core U.S. market improve. We expect the turnaround to take more shape in 2026. 25. Solstice Advanced Materials: This specialty chemicals company recently split from Club name Honeywell. The stock is already a winner since its public debut. Solstice's revenue growth is among the best in its group, driven by attractive end markets such as electronics, as reflected in the company's November quarterly earnings. 26. TJX Companies: The off-price retailer has been a bright spot in the retail industry as consumers seek high-quality merchandise at a cheaper value. Thankfully, the parent of Marshalls and T.J. Maxx has both. It was no surprise to us when the company reported a strong quarter last month. We expect TJX to benefit from the holiday shopping season as well. 27. Wells Fargo: Once the most out-of-favor bank stock, Wells has come a long way under CEO Charlie Scharf, whose leadership and turnaround plan led regulators to remove its long-standing $1.95 trillion asset cap this year. If the stock continues to run higher and its price-to-earnings multiple surpasses that of peers like JPMorgan , we'll consider taking some off. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) 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.

Source: CNBC Finance

Published

December 12, 2025

Friday at 9:59 PM

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Here’s an update on all 34 portfolio stocks, including 7 out-of-favor names to buy

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