The Investing Club's November "Monthly Meeting" on Thursday provided our latest thinking on every stock in Jim Cramer's Charitable Trust portfolio, including an in-depth look at the 10 companies we currently consider our core holdings . The core-holding designation went to companies we consider best-of-breed in their respective sectors —ones that generate significant cash flow and maintain strong balance sheets.
Over the past three months, Halliburton has been our best-performing stock, rising roughly 31%. Humana — This year, the market has rewarded defensive health-care stocks like Humana, with shares up more than 13% so far in 2022. We think there could be more upside, as the company continues to focus on promoting high-quality Medicare Advantage plans. Linde — We continue to like the industrial gas firm and are glad we stuck by it despite the stock's up-and-down year.
Dear CNBC, WHY do you still pay Jim Cramer to be on your airwaves? Dont you realize that no one trusts his judgement after the Bear Stearns and Lehman fiasco?
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