Jim Cramer on The TJX Companies, Inc. (TJX): ‘The Headlines Tend To Be Very Misleading And A Lot Of Jokers Come In’

We recently compiled a list of the Jim Cramer Is Focused on These 15 Stocks This Week. In this article, we are going to take a look at where The TJX Companies, Inc. (NYSE:TJX) stands against the other stocks Jim Cramer is focused on this week.

Jim Cramer, the host of Mad Money, recently addressed some of the major events for Wall Street this week, focusing on earnings reports and investor days of various companies. With post-election jitters affecting the market, he warned investors to proceed with caution, as uncertainty looms over the economic landscape.

Cramer referred to Trump’s unpredictable nature, saying, “He is mercurial. Turns out he’s capricious.” Reflecting on the mood among investors, Cramer remarked that many were asking themselves, “What were we thinking?” as they processed the aftermath of the election.

He also noted the unsettling impact of Trump’s appointments to key administration positions, saying that “heads are turning” in response to some of these picks, and suggested that investors might soon feel the air leaving the post-election optimism that had initially lifted the market.

Cramer went on to caution that while there are certainly opportunities in individual stocks, especially in the wake of Trump’s policies, many stocks are still trading at levels far above where they were just a few months ago. He explained:

“Look, I’ve told you that there are many pitfalls with individual stocks when it comes to Trump 2.0. Most of them are buying opportunities but with stocks still up so much from a few months ago, you can’t be too eager to buy the dips.”

READ ALSO Jim Cramer on Microsoft and Other Stocks and Jim Cramer’s Best Performers List: Top 10 Stocks

Despite new stocks sparking interest, Cramer emphasized that he needed more time to assess market conditions before making any significant moves. He expressed a preference for waiting, stating that he doesn’t like to buy stocks only to watch them decline immediately after, a scenario he feels is likely if he rushes in too soon.

Cramer concluded by summarizing his outlook on the market, saying:

“So let me give you the bottom line: Even though the post-Trump rally hangover has been vicious, it still hasn’t taken most of the market down to levels where I think it makes sense to buy. Now, I just gave you some nuggets. I think they could be golden, but I think it’s more important to prepare yourself for better opportunities, at least in the near future.”

Our Methodology

For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money on November 15 and listed the stocks in the order that Cramer mentioned them.

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).

A busy retail store floor with customers trying on apparel and browsing the products.

The TJX Companies, Inc. (NYSE:TJX)

Cramer called The TJX Companies, Inc. (NYSE:TJX) a club favorite and advised caution as headlines can mislead easily.

“Wednesday, we hear from investing club favorite, TJX, that’s the parent of TJ Maxx and Marshalls. This company buys excess inventory from other retailers, the ones that would be paying the Trump tariffs if they get enacted. The stock just had a magnificent run and it has a habit of selling off when it reports so be careful. The headlines tend to be very misleading and a lot of jokers come in, they buy it and then they sell it when they finally realize that they didn’t know what they were doing.”

TJX Companies (NYSE:TJX) is a prominent off-price retailer, known for offering a diverse selection of products, including family apparel, home goods, jewelry, and more. The company operates through well-known brands such as T.J. Maxx, Marshalls, and HomeGoods, which are staples in the discount retail sector. On November 15, as per TipRanks, TD Cowen analyst John Kernan raised the price target on the company stock to $130 from $125 and kept a Buy rating.

The firm believes that the implied guidance for the company’s fourth-quarter results is conservative and that the consensus forecast of 10% EPS growth for fiscal year 2026 is attainable, especially in light of the company’s outlook issued earlier in March 2025.

For fiscal year 2025, management at TJX Companies (NYSE:TJX) has provided a forecast for comparable sales growth of approximately 3%, a projection that reflects a steady demand for its discounted offerings. Additionally, the company anticipates an average profit margin of around 11.2% for the year. Earnings per share for the full year are expected to range between $4.09 and $4.13.

Overall TJX ranks 7th on our list of stocks Jim Cramer is focused on this week. While we acknowledge the potential of TJX as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than TJX but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.

Disclosure: None. This article is originally published at Insider Monkey.