Jim Cramer, the host of Mad Money, recently shared his thoughts on stocks that could perform well regardless of who ends up running the White House. On Tuesday, Cramer observed that the day’s market performance gave the impression that every stock could go higher no matter who secures the presidency.
He pointed to significant gains across various sectors, including aerospace, housing, retail, and healthcare. Cramer noted that this broad-based rally resulted in strong performances on Tuesday, with the Dow climbing 427 points, the S&P rising by 1.23%, and the NASDAQ soaring by 1.43%. However, he tempered his optimism by adding that days like Tuesday might prove to be outliers in the coming weeks.
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Cramer took the opportunity to highlight ten stocks he believes will thrive and said:
“I want to highlight ten stocks that I believe will do well under either candidate, a who’s who of acclamation, companies that almost have to do well because of seismic trends and savvy managements. Companies that no White House would get hung up on, either because they’re beneath notice or they’re perceived as good corporate citizens by both sides. Stocks in industries that neither Trump nor Harris have ever targeted in the past.”
He also raised an important question for the viewers: “If you had the results of the election in hand, would you really know what to buy or sell?” According to Cramer, answering that question is far more complicated than it seems. He emphasized his list of stocks that can thrive regardless of the election outcome. These are companies that have no clear political adversaries in Washington, making them relatively safe bets. Cramer acknowledged, however, that many stocks that seem like obvious picks for one candidate or another often have hidden dynamics that don’t get enough attention.
“In the end, this presidential prognostication game is meaningless until we start hearing about cabinet appointments, those will tell us a lot. Then, we can figure out really who the winners and losers are. Right now, though, there are just too many political angles to every single stock story.”
Jim Cramer Talked About 10 Stocks That Could Perform Regardless of the Administration Change
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money on November 5. We listed the stocks in ascending order of their hedge fund sentiment as of the second quarter, which was taken from Insider Monkey’s database of more than 900 hedge funds.
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 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
10. Palantir Technologies Inc. (NYSE:PLTR)
Number of Hedge Fund Holders: 44
Cramer praised Palantir Technologies Inc.’s (NYSE:PLTR) CEO and mentioned that the stock is a “crowd favorite”.
“Palantir brags about making its clients more lethal and judging by the numbers, which included accelerated revenue growth and phenomenal margins, they’re clearly accomplishing that goal. How strong were these results at Palantir? I’m gonna quote CEO Alex Karp, who is… indomitable… ‘Given how strong our results are, I almost feel that we should just go home.’
Now there’s a guy who’s got bravado… I like the bipartisan nature of not spending as much on defense hardware and training and instead relying on Alex and friends to get it right for you. And that’s what they’re doing. This one’s a real crowd favorite, by the way. It’s now up 198% for the year, and I bet it keeps running regardless of who takes the White House. Congrats to Alex and friends.”
Palantir (NYSE:PLTR) is a prominent developer of software platforms specializing in complex data integration and decision-making. The company primarily serves government agencies, particularly in the intelligence sector, as well as commercial clients.
After recently joining the S&P 500, Palantir (NYSE:PLTR) delivered a strong third-quarter earnings report. It reported revenue of $725.5 million, marking a 30% increase year-over-year and outperforming estimates. In addition to the revenue growth, the company also saw a significant improvement in its profit margins. The company reported a nearly 20% increase in profit margin from the previous quarter and a striking 275% rise compared to the same period last year.
9. Cintas Corporation (NASDAQ:CTAS)
Number of Hedge Fund Holders: 46
Cramer loves Cintas Corporation (NASDAQ:CTAS). During the episode, he emphasized its business model of serving small businesses. Here’s what Mad Money’s host had to say:
“… I love these guys. It’s the company that supplies more than 1 million businesses with uniforms, restroom supplies, fire safety equipment, some other stuff. You know why I love this one so much? Because it caters to small businesses and neither the Democrats nor Republicans can resist talking about how small businesses are the backbone of the American economy.
You hang around politicians enough, you can’t believe how many times they talk about this issue. Nobody ever lost an election in this country by pandering too hard to a small business. Of course, they approach it different[ly]. Republicans want to cut back regulations, they make it difficult to operate a small enterprise. The Democrats wanna give them small loans or big loans. Who’s right? That’s not my job. My job is to tell you how to profit from the bipartisan embrace of small business and you can do that by purchasing the stock that’s called Cintas.”
Cintas (NASDAQ:CTAS) provides corporate identity uniforms and a range of related services, including uniform rentals, restroom cleaning, first aid, fire protection products, and more, serving both small businesses and large corporations through a local distribution network. It has built a strong reputation for customer loyalty, driven in part by continuous product development across its uniform rental and various other business lines.
With a customer base exceeding 1 million corporate clients, the company benefits from a highly diversified revenue stream, as no single client accounts for more than 1% of its total revenue. This broad customer base helps mitigate the risks associated with client concentration, ensuring that the company’s success is not overly reliant on any single account. The company’s uniform rental and facility services segment makes up the majority of its revenue, contributing more than three-quarters of total sales.
In its first-quarter results for fiscal 2025, released on September 25, Cintas (NASDAQ:CTAS) uniform rental and facility services segment, in particular, saw a 5.9% increase in revenue, rising to $1.93 billion from $1.83 billion in the previous year. Additionally, its “other” business segment, which includes services outside of uniform rental, performed even better, showing a 10.1% increase to $567.7 million, up from $515.5 million the previous year.
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