We are making our first deal of the week. I bought 25 Danaher shares each for about $207. Following Friday’s deal, Jim Kramer’s Charitable Trust owns 550 shares of DHR, increasing from 3.35% to 3.5%. I bought 10 shares of Home Depot for around $358. After the trade, Trust owns 355 shares of HD, increasing its weight from 3.8% to 3.9%. The market sale on Friday featured steam since the morning meeting as concerns about inflation, the economy and tariffs. The market is much lower than where it was traded at the beginning of the week, so I’ve made some small purchases to take advantage of the low prices on Friday. DHR 1Y Mountain Danaher Suffering from the fact that earnings per share (EPS) estimates are likely too high for 2025, Danaher stands out in the first quarter revenue season as he conservatively led his revenue and revenue in 2025. Analysts agree that stock prices have been reduced at these levels, prompting two upgrades over the past few weeks. We are upgrading Danaher to one rating, reflecting our Friday purchases. On March 14th, Stifel upgraded Danaher’s rating from hold to buy with a price target of $260. Analysts could make a downward revision to revenue estimates, claiming that the first quarter would “may be abolished here than elsewhere in terms of academic/government demand.” The reduction in academic funding was an overhang that affected life sciences and tool groups. Last Friday, Goldman Sachs raised Danaher’s rating to buy at a price target of $260, calling the stock “a more attractive rating, bioprocessing recovery beneficiary.” “Now that DHR has launched its 2025 guide at ~3%, we believe the numbers are in a position to allow us to grow something dynamic back to the historic beats lost over the past few years.” For years we knew Danaher as an undervalued and overly placed company. Though it has lost its way over the past few years, due to periodic challenges and stock destinations, these headwinds could lie behind Danaher as bioprocessing recovery continues this year. We have previously expressed our dissatisfaction with Danaher and his leadership team, but are pleased to see them take action on self-help initiatives that are supposed to improve margins. In late February, the company announced that it had launched a cost-cutting program worth at least $150 million with a 10K submission. With this small addition, I’ll buy back half of the 50 shares that I trimed about $250 in January. HD 1y Mountain Home Depot I’ve been nibbling on my shares in Home Depot for a year. This will be my fourth small purchase this month. Our previous purchase was March 13th. On Tuesday’s Home Stretch, we spoke about why we maintain our faith at Home Depot despite continuing softness in the housing market. (Jim Cramer’s Charitable Trust is a long HD, DHR. See here for a full list of stocks.) As a CNBC Investing Club subscriber with Jim Cramer, you will receive trade alerts before Jim makes a transaction. Jim waits 45 minutes after sending a trade alert before purchasing or selling stocks in the Charitable Trust portfolio. If Jim talks about stocks on CNBC TV, he will wait 72 hours after issuing a trade alert before running the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, along with the disclaimer. Due to receiving information provided in connection with the Investment Club, there is no obligation or obligation of the fiduciary. No specific outcomes or benefits are guaranteed.
As the broader market sinks further, they are buying more shares in two stocks
