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…
Read More: Jim Cramer’s 6 favorite stocks now, plus updates on rest of portfolio