Jim Cramer Highlights Home Depot as the Charitable Trust's "Only Housing Exposure"

The Home Depot, Inc. (NYSE:HD) is one of the stocks Jim Cramer discussed, along with recent market rotation. Cramer showed optimism around the stock, as he said:

“Finally, the homebuilders. Hardly a day goes by without an analyst downgrading these stocks. cutting the price targets, but today turned out to be a cut too far, and the home builders actually bounced. Do I want to own them? I don’t know. But I do want to own the stock of Home Depot, a leading indicator, rallied 3% today. Lots of people have given up on the stock because it’s so tied to housing turnover, something that would get a real boost though, if the president can force institutional investors that own single-family homes to dump them en masse. We own Home Depot for the Charitable Trust proudly, our only housing exposure, and I am beginning to feel pretty darn good about this situation, which has been tough.”

The Home Depot, Inc. (NYSE:HD) is a home improvement retailer that sells tools, building materials, and decor. It also provides installation and equipment rental services. During the December 22, 2025, episode, a caller asked whether they should add more, sell, or hold the stock, and Cramer replied:

“Yes, I would buy more. It’s a big position for my Charitable Trust. Why would I buy more? Because we are going to get more rate cuts, particularly because the president wants them, and he’s going to pick someone who’ll forget all this nonsense you hear. They’re going to cut rates and cut rates dramatically, and you have to be in Home Depot for that because it’s the single best way to play a turnaround in housing. It’s the only one housing-related stock that we have in the trust, and I feel very good about it.”

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