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Here are the six stocks in the portfolio that I would buy right now as outlined during the Investing Club’s May Monthly Meeting on Wednesday afternoon. GE Vernova My first choice is GE Vernova . Oh, I am conscious of how late we are on this one, which is why I am so picky about price. However, there is a long-term cycle of natural gas buying to fuel the growth of our electric grid, which could be as high as 5% a year — that’s right, I’m talking about 5% growth to the nation’s grid. That’s unheard of given how stagnant it has been for decades. Our only choice for a baseload fuel is natural gas and the only energy converter for that fuel is the turbines of GE Vernova. Also, buying these GE Vernova turbines can help countries that have trade surpluses with the U.S. change the equation and curry needed favor with President Donald Trump . We saw this in action during Trump’s trip to the Mideast last week when Saudi Arabia committed to $14 billion worth in its $600 billion pledge to invest in the United States. Capital One I have a vision that Discover Financial will be used for much more than a credit card extension to Capital One . The $35 billion acquisition Discover by Capital One closed this past week. CEO Richard Fairbank will use the network of Discover to drive down the percentage that each retailer has to pay American Express , Mastercard , and Visa by switching to the new Capital One-Discover competitor. The big three charge between 1% and change and 3% for all-in processing. I bet Capital One can cap that fee at 2% and, with its huge network of users, can succeed in being the de facto fourth network. Why not? Capital One has over 100 million users. That’s almost one-third of our country. Here is the oddity: Visa has a stock market value $726 billion, Mastercard is $527 billion, and American Express at $207 billion, while Capital One is only $125 billion. Admittedly, the Big 3 are international and Capital One isn’t. That’s something we explored in a recent commentary . Let’s just say this could be very fun to watch, especially with Capital One having a ton of dry powder to buy more stock back or increase the dividend — all in an era where the government is not looking too hard anymore at how the credit card industry acts. This newly combined company may be the principal beneficiary of banking deregulation. Disney Oh my, has this one changed since Disney has gotten serious about CEO succession with a tremendous group of leaders all rowing together but wanting to take the reins from Bob Iger. Plus, what a terrific hire Chief Financial Officer Hugh Johnston was from PepsiCo . He has brought stability that was devoid before he came on board. I have always had a very strong relationship with him. I know Disney stock has been straight up since that last rock-solid quarter, but it should be. Yet, the stock is nowhere near as high as it should be. This company has so much more earnings power now that movies, theme parks, and television — not just ESPN — but television, including Hulu, are humming. Yes, the theme parks cost too much. But if they are packed, what does it matter? Plus, this new park, to be built in Abu Dhabi in the United Arab Emirates, will create some real excitement, and earnings, in the so-called outyears. I think that this stock, currently worth $200 billion in market value, should not be that much smaller than the $507 billion value of Netflix . No offense to Netflix, but Disney just can’t be that cheap with all of that intellectual property, those theme parks, and terrific streaming properties of its own. By the way, I have met all three internal candidates for the Disney CEO job. They are all spectacular. Could an outsider get it? Maybe, but there would be a very high bar to exceed the three comers. The stock has moved, yes, but you have missed very little here. Goldman Sachs How about Wall Street deals heating up to the benefit of investment banking giants such as Goldman Sachs ? In recent weeks, we had Skechers go private; Dick’s Sporting Goods merging with Foot Locker ; and Charter and Cox getting together. Earlier this week, Blackstone bought a Texas utility for $11.5 billion, including debt. That’s an incredible flood of deals — more than we have had all year. The three announcements, I bet, would have all been challenged, if not shot down, by the Federal Trade Commission under former President Joe Biden . I think Biden’s FTC chair, Lina Khan, would have felt Dicks can’t buy Foot Locker because they compete in high-end sneakers. Charter and Cox are both cable companies, and we can’t allow them to merge because it could stifle the creation of good programming. Blackstone owns data centers and the vertical integration into power will give it too big a competitive advantage over other data center operators. In my opinion, these are frivolous objections but all would have been made. I am still shocked that Biden put someone at the helm of an important organization like the FTC who had zero business experience. That’s a travesty. From where I sit, Khan appeared to dislike capitalism. I think her departure will create the greatest wave of mergers we have seen in decades. Yes, decades. That’s how pent-up things are, and that’s how much private equity money there is to be put to work. The tidal wave of deals means the 13 times multiple on Goldman Sachs stock is just plain silly. And, I am not even talking about initial public offerings (IPOs). We have seen a bunch of them filed. Not enough, yet. But there are so many companies with managements that claim they don’t want to go public. I think they didn’t want to come public when Biden was president. When things settle down from Trump’s tariff rigamarole, we will see plenty of IPOs. These private companies want to be able to hire people. To get the best, they will need to offer stock. But first, they must come public, and they will. That’s Goldman’s wheelhouse. I like the way it’s getting batted down at this level. It’s an excellent opportunity. DuPont, Honeywell We don’t know when people will start putting multiples on the different pieces of DuPont and Honeywell , which are both in the midst of splitting up into more-focused companies, until we get closer to the actual spin-off dates. However, it’s only a matter of time. All the different businesses, save Honeywell Aerospace, will be small enough to be obvious targets of many companies that need heft and many private equity firms that need scalps. A few weeks ago, we looked at the so-called spin purgatory of both stocks. While down 10% year to date, DuPont shares did get a boost after the company on May 2 reported better-than-expected results for the first quarter. The numbers were driven by double-digit growth in its electronics business, set to become a standalone company named Qnity on Nov. 1. However, more recently, shares have cooled off. As for Honeywell, we were encouraged by the company’s better-than-expected quarterly earnings report on April 29 when management made clear that it’s still all systems go on its break-up plan. Honeywell shares are off just over 1% so far in 2025. ( See here for a full list of the stocks in (Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. 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Here are the six stocks in the portfolio that I would buy right now as outlined during the Investing Club’s May Monthly Meeting on Wednesday afternoon.
