A retailer who can “turn back against inflation”

For this article we have put together a list of 9 shares that Jim Cramer discussed during the episode of Mad Money on February 3. We have listed the shares in the order that Cramer mentioned. We also provided the hedge fund feeling for each share for the third quarter of 2024, which comes from the insider Monkey with 900 hedge funds.

Why are we interested in the stocks in which hedge funds are stacked? The reason is simple: Our research has shown that we can outperform the market by imitating the top shares selection of the best hedge funds. The strategy of our quarterly newsletter selects 14 small cap and large cap shares every quarter and has been returned 275% since May 2014. He exceeded his benchmark by 150 percentage points (points (150 percent) (to defeat points by 150 percentage points (You can find more information here).

A customer in a warehouse and browsed the wide range of branded and private campaigns.

Number of the owners of hedge funds: 75

Cramer discussed the Costco Wholesale Corporation (Nasdaq: Cost), said Cramer:

“How about Costco? They got a large tomato field near me in Mexico, Walmart, both really gathered, even if they sell a lot of Mexican vegetables. “

Costco (NASDAQ: COST) operates a membership camp model that offers a variety of branded and private brand products in large quantities at lower prices, which makes it a popular choice for buyers who are looking for value in larger quantities. Before the election results were published in November 2024, Cramer mentioned the company among those who would do well regardless of the change in the administration.

“I like Costco … These retailers have done enormous work to achieve inflation by using their scale to reduce the costs and then the savings on them, the customer. None of the candidates can cope with this proposal … Costco has a business model in which they earn most of the money with the membership ticket. The model is about getting as much volume as possible, not taking as much price as possible, and that’s why everyone loves it. That and of course the free patterns … all three of these retailers work. Even if President Trump uses high tariffs, nobody has a sensible foreign exposure that can harm them, even if they have all operations overseas. “

Since the election, Costco (Nasdaq: cost) has increased by almost 11%.

Overall costs 7th place On our list of shares that Jim Cramer discusses as a meeting despite the tariff worries. While we recognize the potential of the costs as an investment, our conviction in the conviction that the AI ​​shares have a higher promise to achieve higher returns and do so within a shorter time frame. If you are looking for a AI share that is more promising than the costs, but which is less than five times the profit, read our report on the Cheapest AI share.

Read next: 20 best AI shares for sale now And Complete list of 59 AI companies under $ 2 billion in market capitalization

Disclosure: none. This article is originally published at Insider Monkey.