Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 7/10/25
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Jul 10, 2025 Dive into the intricacies of stock valuation and market trends through a deep analysis of giants like Costco, Home Depot, and Starbucks. Discover insights on Twilio's revival in the cloud sector and Levi's impressive growth strategy. Unpack the innovative approach of Hinge Health, a digital therapy firm, leveraging AI for affordable treatment. Explore the importance of rare earth minerals for U.S. security and the balance between environmental issues and resource extraction. A treasure trove of investment strategies awaits!
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Costco: Buying Opportunity on Dips
- Great companies like Costco offer rare buying opportunities when the market misjudges mild quarterly growth dips as weakness.
- Such times allow buyers to purchase quality stocks at a discount, avoiding chasing highs or trapping in value traps.
Home Depot's Remodeling Strength
- Home Depot's recent acquisitions aim at remodeling sectors, less affected by the housing slowdown.
- Buying Home Depot when off its highs can capture value ahead of eventual housing market recovery.
Starbucks Weathering Tariff Storm
- Starbucks' coffee bean cost is under 10% of a cup, making tariffs on Brazilian beans less impactful.
- Experienced management makes Starbucks better positioned to handle supply disruptions and execute a turnaround.