Jim Cramer highlights sectors resistant to market fluctuations, naming cybersecurity and health insurance as top picks. He favors Walmart and Costco for their minimal competition, wide domestic footprint, and strong margins. Despite a 4% decline in the S&P 500, Walmart's stock rose 11%, and Costco's 8%. Walmart's recent revenue grew by 4.1% to $180.6 billion, demonstrating robust performance alongside projected growth. Costco benefits from membership fees drastically boosting profits, contributing significantly to its quarterly revenue increase from $57.3 billion to $62.5 billion.
"I see several things the winners have in common. They don't have a lot of competition. They're largely domestic. They don't need a strong economy. You can't tariff them out of existence. They have scale, and most have fat margins."
"We've learned how to manage through turbulent periods, especially these last couple of years, it has been one thing after the other."
"Membership fees are 2% of revenue but 73% of gross profits. In the most recently reported quarter, revenue was $62.5 billion, up from $57.3 billion."
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