We recently published a list of 10 Jim Cramer Stocks to Watch Amid Trump Tariff Wars. In this article, we are going to take a look at where The TJX Companies, Inc. (NYSE:TJX) stands against other stocks that Jim Cramer discussed.
Jim Cramer in a latest program on CNBC talked about the latest signs of de-escalation in trade wars between the US and China and told investors that even bear market rallies could be a positive sign. Cramer, however, believes the US government has yet to give any clarity on its policies on China.
“There’s a great misunderstanding about how real recoveries get started. They always start as bear market rallies, for heaven’s sake. They’re rarely based on hard facts. When you get this kind of rally, it doesn’t happen because someone gave you the green light to start buying. You don’t get a statement from the president that the trade war is over and everything’s back to normal.”
In addition to positive reports on the US-China tariff front, Cramer also mentioned the latest reports on President Trump’s stance on Fed Chair Jerome Powell, saying that the possibility of Trump firing the central bank chief seems to be “off the table.”
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In.
For this article, we picked 10 stocks Jim Cramer recently talked about during his latest programs on CNBC. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Number of Hedge Fund Investors: 63
Talking about winners and losers in the latest tariff wars, Jim Cramer said that The TJX Companies, Inc. (NYSE:TJX) will benefit from tariffs. Here is how he explained his case for the off-price retailer:
“TJX is the principal beneficiary because everyone’s going to take in a lot of inventory because they’re trying to get it in fast and then they won’t be able to sell everything. So then they give it to TJX. That is what I call a winner.”
ClearBridge Growth Strategy stated the following regarding The TJX Companies, Inc. (NYSE:TJX) in its Q1 2025 investor letter:
“Two newer positions also held up well: uniform and workplace products provider, Cintas, and off-price apparel retailer, The TJX Companies, Inc. (NYSE:TJX). TJX also put up a high-quality beat and has become a relative safe haven for investors amid elevated recession fears. The company has historically benefited from trade-down and inventory availability during periods of weaker consumer spending.”
