Ever have that feeling when everyone hates a stock so much it actually starts to look beautiful?
That’s exactly where we are right now with several household names trading at prices that make seasoned investors scratch their heads. During the latest monthly meeting of the Charitable Trust, Jim Cramer and his team walked through all 34 holdings – and the message was crystal clear: some of the market’s most unloved stocks are setting up for serious comebacks in 2026.
I’ve followed these updates for years, and this one felt different. There’s real conviction behind the names that “unfashionable” can be the new black on Wall Street.
The Seven Out-of-Favor Stocks Cramer Says Buy Right Now
Let’s jump straight into the names generating the most buzz – the seven beaten-down stocks the team believes are mispriced opportunities.
1. Boeing – From Pariah to Potential Comeback King
Few stocks have taken more punishment than Boeing in recent years. Regulatory headaches, production delays, and headline risk sent shares into the doghouse. Yet the trust has been aggressively adding on weakness – and for good reason.
New leadership under Kelly Ortberg is finally getting traction, free-cash-flow numbers are turning positive in a meaningful way, and the commercial aerospace cycle still has years of tailwind ahead. When sentiment is this negative, that’s usually when the smartest money starts nibbling. The trust didn’t nibble – they backed the truck up.
In my view, Boeing feels a lot like Apple did a decade ago: everyone declared it dead, and then it printed money for anyone patient enough to hold on.
2. Danaher – Biotech’s Forgotten Equipment Giant
Danaher rarely makes headlines, but every biotech lab on the planet runs on its tools. With IPO activity finally picking back up and venture funding thawing, demand for life-science instruments is about to accelerate.
“The more biotech companies go public, the more customers Danaher gets. Simple as that.”
Patience required, but the setup looks textbook.
3. Home Depot – The Ultimate Rate-Cut Leveraged Play
Stubbornly high mortgage rates crushed housing turnover, and Home Depot paid the price with weak comps. But here’s the kicker: this company throws off obscene amounts of cash when the housing market is merely “not terrible.”
If the new Fed leadership (as many expect) accelerates rate cuts in 2026, Home Depot could be the single biggest beneficiary in the entire consumer discretionary space. The trust calls it the stock to own for lower rates, and I’m hard-pressed to disagree.
4. Honeywell – Three Stocks in One, Trading at One Price
Wall Street hates conglomerates going through “spin purgatory,” and Honeywell is about to break into three separate public companies. History shows these situations almost always unlock massive value once the uncertainty lifts.
Investors are essentially getting three different growth stories – aerospace, automation, and advanced materials – for the price of one depressed multiple. Patience is key, but the math looks compelling.
5. Nike – Clearing the Dead Inventory Deck
Elliott Hill’s return to the corner office has been exactly the culture reset Nike needed. The painful part? Burning off pandemic-era inventory that crushed margins. The good news? That process is nearing the end.
Earnings next week could be messy, but the trust views any weakness as the last real buying opportunity before the turnaround gains visibility.
6. Procter & Gamble – House-Cleaning About to Begin
New CEO Shailesh Jejurikar takes the reins in January, and the team expects serious portfolio pruning and cost-cutting. P&G has lagged peers badly in 2025, but sometimes a fresh set of eyes at the top is all a sleepy giant needs.
Still the bluest of blue chips, yet trading like there’s something wrong. Classic contrarian setup.
7. Texas Roadhouse – Cattle Prices Rolling Over at the Perfect Time
Protein costs crushed margins for steak chains, but cattle futures are finally breaking lower. Combine that with value-conscious consumers still loving the Roadhouse’s pricing power, and you’ve got a margin expansion story hiding in plain sight.
Quick-Fire Takes on the Other 27 Holdings
While the “hated seven” grabbed headlines, the rest of the portfolio offers plenty of insight into where the trust sees 2026 winners.
- Apple – From hated to loved in 2025. “Own it, don’t trade it.”
- Amazon – Worst Magnificent-7 performer this year? Perfect. Cloud reacceleration + Prime momentum = 2026 upside.
- Broadcom – Friday’s post-earnings selloff was a head-fake. Fundamentals remain pristine.
- BlackRock – Private-credit fears overblown. Fee growth still strong under Larry Fink.
- Bristol Myers – Small position, but Cobenfy Alzheimer’s psychosis update was quietly massive.
- Capital One – Discover deal creates a monster. $300 target for 2026 isn’t crazy.
- Costco – Non-food deceleration spooked the crowd. We’re not spooked.
- Salesforce – First clean beat in ages. Agentforce pivot looks real.
- CrowdStrike – Post-outage buyers got richly rewarded. Still not expensive on growth.
- Cisco – Hyperscale AI orders surging. Campus refresh cycle starting.
- DuPont / Qnity – Spinoffs keep printing money. Don’t fight the math.
- Eaton & GE Vernova – Data-center power demand = multi-year tailwind.
- Corning – Up 86% in 2025 and still not done. Optical fiber demand off the charts.
- Goldman – Trimmed some after huge run, but dealmaking rebound still early.
- Linde – CEO just bought $1M personally. That’s the kind of signal you don’t ignore.
- Eli Lilly – Oral weight-loss pill approval could be the next leg up.
- Meta & Nvidia – Rotation pain = buying opportunity. History rhymes.
- Palo Alto – Added on weakness. Acquisitions position it for AI cybersecurity dominance.
- Starbucks – Niccol turnaround taking longer than hoped, but U.S. comps inflecting.
- TJX – Off-price retail shining while department stores struggle.
- Wells Fargo – Asset cap gone, multiple expansion story intact.
What stands out most? The trust isn’t chasing momentum – they’re positioning for mean reversion in quality names and riding structural winners in AI/power/data-center complex.
2026 shaping up to be the year where “boring” becomes beautiful again.
And honestly? After the wild ride of 2024-2025, that feels exactly right.
Disclosure: The positions discussed are held in Jim Cramer’s Charitable Trust. This article is for informational purposes only and is not investment advice.
