“CVS is a real company”
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“CVS is a real company”

Posted on by Amelia Pressman

We recently compiled a list of the Jim Cramer Latest Stocks: 23 Stocks He Just Talked About. In this article, we’ll take a look at where CVS Health Corporation (NYSE:CVS) stands compared to the other stocks Jim Cramer has recently discussed.

With the end of the Federal Reserve’s December meeting, Wall Street has now undergone a paradigm shift. While the central bank cut interest rates by 25 basis points in a widely expected move, the bank also signaled that 2025 may see fewer rate cuts than many had expected. In fact, not only are markets convinced the Fed will cut less in 2025, but some even believe rates could be raised, especially since the central bank’s average inflation forecast for 2025 is 2.5%, which is higher than the previous 2.1%.

While the Fed’s announcements and press conference sent the flagship S&P index up 3.2%, Jim Cramer said the stock market as a whole wasn’t doing so well. Speaking on the episode of Squawk On The Street on the day of the rate cut, he said: “Look at the material stocks, look at anything to do with industrial exports. Look at the real estate holdings. David, there are cohorts that actually roll over. It’s not like everything is just super strong and it’s all quantum computing and Rocket Lab!”

Cramer added that while some believe parts of the economy like retail are strong, it may be necessary to look deeper. “Look, there’s this growing consensus that’s not necessarily reflected in these Fed fund futures, but it’s just saying, why are they doing this? And I’ll come back and say why they do that,” Cramer said, adding, “So I think that the talking heads, and boy, are there a lot of speakers who have come to the conclusion that things if If you look at what we’re seeing in some retailers, they’re strong. By the way, it’s also not strong in retail if you count colds.

Bucking the trend, he emphasized the need to examine the data to find the right stocks. According to him: “I don’t know where these people come from that things are strong. You look at the aggregate numbers, I look at the individual companies, I try to find companies that are strong.” Cramer was also puzzled by the Atlanta Fed’s fourth-quarter estimates, which call for GDP growth of 3% .2% expected. He shared that he was “trying to figure out why. I’m trying to find out where that is. You know, David, traveling is very powerful, yes. Leisure is very strong. Eating out is very powerful. These are strong and very strong by the way.” Obvious, they look obvious to the Atlanta Fed. I don’t know what weight they have, but wow.

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