In this article, we will take a detailed look at the 10 Jim Cramer Stocks to Buy and Sell Now.
Jim Cramer in a latest program on CNBC talked about President Donald Trump’s attack on Federal Reserve Chair Jerome Powell and said he was expecting this to happen “weeks ago.” Cramer said that he “likes” Powell and thinks the central bank chief is now in a difficult situation. Cramer thinks it’d be “illegal” for Trump to fire Powell.
“The Federal Reserve never cuts rates when inflation’s out of control, which it very well could be once the tariffs are all in. I think the Fed chief wants to find out if that’s going to happen. I like Powell, you know that. I think he’s generally done a good job, a good public servant. Unfortunately, right now, he’s stuck between a rock and a hard place. Now, history says he should be doing exactly what he’s doing, but history is now in the eye of the beholder, and there’s only one beholder in this whole country, and it ain’t J. Powell.”
Cramer said that tariffs will result in higher prices, and that will in turn make the central bank’s job difficult because it cannot cut rates when prices are going up.
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In.
For this article, we picked 10 stocks Cramer was talking about in his recent programs. With each stock, we have mentioned the number of hedge fund investors. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. Realty Income Corp (NYSE:O)
Number of Hedge Funds Investors: 23
Jim Cramer was recently asked about Gladstone Land. He instead recommended investors buy Realty Income Corp (NYSE:O).
“I’m going to see your Gladstone land and raise you with Realty Income, which also has a monthly dividend and I feel much better about it.”
Parnassus Core Equity Fund stated the following regarding Realty Income Corporation (NYSE:O) in its Q3 2024 investor letter:
“Realty Income Corporation (NYSE:O) is poised to benefit from lower interest rates. Because its commercial tenants are mostly on 10-year leases, the stock’s steady dividend stream is attractive in the current environment of slow deceleration in the economy with rates coming down. In this favorable backdrop, the company also continues to execute well.”
9. General Mills Inc (NYSE:GIS)
Number of Hedge Funds Investors: 30
Jim Cramer recently commented on the latest results of General Mills Inc (NYSE:GIS) and expressed concerns over the company seeing a slowdown in the snacking foods category.
“This is just this up ends the whole food group now General Mills. We used to call it Generous Mills, why? Because it delivered and delivered and delivered and gave you great dividend growth. Generous Mills is not as generous as it used to be. The snacking category, which had been the savior of a lot of these food food groups, don’t slow down. David, inventory headwinds, what does that say for everybody from Walmart to Kroger? There is excess inventory in the system from the food segment, which brings me to glp-1s. It brings me to this existential issue: is the next generation snacking, is it eating so-called bad foods less because their body is their Temple? Uh, David, this is going to shock the whole group, and I would be very careful.”
8. Snap Inc (NYSE:SNAP)
Number of Hedge Funds Investors: 34
When asked about Snap Inc (NYSE:SNAP) during a latest program on CNBC, Jim Cramer mentioned a few issues and gave an idea to the company:
“They did too much stock-based compensation. They didn’t get the balance sheet right. They still, I mean, there’s possibility they make some money. I got an idea for them. New CEO, by the way, there’s no crime in that.”
RiverPark Large Growth Fund stated the following regarding Snap Inc. (NYSE:SNAP) in its Q3 2024 investor letter:
“Snap Inc. (NYSE:SNAP): SNAP was a top detractor in the third quarter following a second quarter earnings report that fell short of high expectations. While the company reported strong Daily Active User (DAU) growth (432 million +10% year-over-year) and time spent watching content on the app (+25% year-over-year), revenue of $1.24 billion was below the midpoint of the company’s guidance and slightly below investor expectations. Management pointed to weakness in their Brand Advertising vertical, specifically highlighting demand for retail, technology, and entertainment advertising for slowing through the quarter. SNAP did exceed EBITDA expectations by $15 million due to better operating leverage, but guided third quarter EBITDA below expectations as the company plans to make some targeted investments around AI infrastructure.
We believe that improvements in SNAP’s ad platform and continued growth in DAU should lead to continued acceleration in revenue growth over the next several quarters and years. With 2023 revenue of $4.6 billion (as compared with Meta’s $134 billion), we believe SNAP has a long runway for both revenue growth and expanded profitability.”
7. Steel Dynamics Inc (NASDAQ:STLD)
Number of Hedge Funds Investors: 38
Jim Cramer in a latest program on CNBC said that Steel Dynamics Inc (NASDAQ:STLD) will be helped by President Trump’s tariffs and recommended investors to buy the stock.
“I think Steel Dynamics is going to be a winner under President Trump’s tariffs against the companies that are subsidized by the Japanese and the Chinese, and I totally support them on this. And I think you should buy, buy, buy Steel Dynamics.”
6. Louisiana-Pacific Corp (NYSE:LPX)
Number of Hedge Funds Investors: 39
A caller recently asked Jim Cramer about the building materials company Louisiana-Pacific Corp (NYSE:LPX). Cramer recommended that the investor buy the stock.
“I think you should buy it here… could go higher. President’s probably going to announce tariffs against Canada for I know for lumber and LPX is going to go right up to $120.”
SouthernSun Small Cap Strategy stated the following regarding Louisiana-Pacific Corporation (NYSE:LPX) in its Q3 2024 investor letter:
“Louisiana-Pacific Corporation (NYSE:LPX) was the top contributor in the Small Cap strategy in the third quarter. LPX is a market leader in the manufacturing of engineered wood siding and oriented strand board (OSB). The company’s siding products have been on a secular growth trend, taking share from other forms of siding in recent years due to a superior value proposition tied to factors such as aesthetics, ease of use, and quality. During the second quarter, LPX siding sales performed strongly and management increased 2024 segment guidance. Market data suggests the company is gaining share from vinyl and other siding products in the new builder, repair and remodel, and retail channels, and has a long-term opportunity to continue this trend. The company’s OSB assets and leading market position remain an important component of the company’s long-term value. The largest use for OSB is sheathing for residential new construction, and thus demand for OSB is correlated with housing starts. OSB prices are largely dependent on supply and demand dynamics within the industry. During the second quarter, prices were relatively strong, which combined with strong operating performance by the company, led to strong profits. Management expects lower prices and thus lower OSB profits in the third quarter. Overall, we believe recent performance underscores the quality of the company’s assets and management’s skill, and we continue to expect satisfactory long-term results as shareholders.”
5. Deckers Outdoor Corp (NYSE:DECK)
Number of Hedge Funds Investors: 61
Jim Cramer was recently asked about Deckers Outdoor Corp (NYSE:DECK) in a latest program on CNBC. Here is what he said:
“I’m split..I think the last quarter..was quite bad. Some people say it was a problem with how much inventory they had. I think you buy Deckers under 120, I like it. Next buy 100, get a good basis.”
FPA Queens Road Small Cap Value Fund stated the following regarding Deckers Outdoor Corporation (NYSE:DECK) in its Q4 2024 investor letter:
“Deckers Outdoor Corporation (NYSE:DECK) is a footwear and apparel company that owns the UGG, Hoka, Teva, Sanuk, and Koolaburra brands. Management has done a terrific job growing and extending the UGG franchise and developing Hoka running shoes. We first bought a small position in Deckers in 2015 and 2016 when the company was struggling with supply chain issues. The stock is up more than ten times since then because of excellent operating performance. We have trimmed all the way up. In 2024, the company’s market cap exceeded $20 billion and we trimmed even more substantially. Deckers trades at over thirty times forward earnings (as of Dec. 31, 2024) and we continue to trim.”
4. TJX Companies Inc (NYSE:TJX)
Number of Hedge Funds Investors: 63
Jim Cramer in a latest program on CNBC recommended investors to buy TJX Companies Inc (NYSE:TJX).
“TJ Maxx, I love TJ Maxx. I mean, come on, I bought some last week for the Charitable Trust. I think it’s terrific. I think it’s going right back to 125.”
Bretton Fund stated the following regarding The TJX Companies, Inc. (NYSE:TJX) in its Q4 2024 investor letter:
“Pre-pandemic, The TJX Companies, Inc. (NYSE:TJX) and Ross were usually in lockstep operationally and performance-wise. The main difference is TJX is much larger and has more divisions: TJ Maxx has higher-end goods; Marshalls has lower price points and is very similar to Ross; HomeGoods and Homesense offer furniture and household goods. But as inflation spiked up, TJX was better able to push through price increases, helped in part due to its relatively higher-income shoppers being less sensitive to inflation. TJX’s earnings growth and share price have outperformed Ross the past few years, but we expect that to converge in the near term. TJX’s and Ross’s earnings increased an estimated 9% and 11%, respectively, and their stocks returned 31% and 10%.”
3. Walt Disney Co (NYSE:DIS)
Number of Hedge Funds Investors: 76
Answering a question about Walt Disney Co (NYSE:DIS) during the Lightning Round segment of his program on CNBC, Jim Cramer said he “loves” the stock.
“I love Disney over 100 I’m still buy, buy, buy Disney’
Mar Vista Global Quality Strategy stated the following regarding The Walt Disney Company (NYSE:DIS) in its Q4 2024 investor letter:
“Over the past year, our investment in The Walt Disney Company (NYSE:DIS) unfolded as expected. With one of the most compelling combinations of global content and consumer brands, Disney’s media business has finally reached a positive turning point. The company is successfully adapting its operations to address the ongoing transformation of the media industry. This progress has been reflected in its stock performance, closing the gap to its intrinsic value.
As friction costs diminish within the media ecosystem, companies with global audiences are receiving help from their unmatched scale advantages. While Disney is setting up itself as a long-term leader in the digital streaming space, the landscape of content distribution is still in flux. Platform giants like Netflix, Alphabet, Amazon, and Apple are rapidly dismantling competitive barriers, further intensifying the pace of change.
This secular disruption places Disney and other traditional media companies in a precarious position. With the risk-reward profile for Disney no longer favoring significant upside, we exited our investment during the quarter.”
2. Uber Technologies Inc (NYSE:UBER)
Number of Hedge Funds Investors: 136
Jim Cramer in a latest program on CNBC recommended investors to buy Uber Technologies Inc (NYSE:UBER).
“Uber’s a buy. You want to buy Uber right here. I’m telling you,” Cramer said.
Hardman Johnston Global Equity Strategy stated the following regarding Uber Technologies, Inc. (NYSE:UBER) in its Q4 2024 investor letter:
“During the quarter, we initiated three new positions in Lennar Corporation, Bank of America Corp., and Uber Technologies, Inc. (NYSE:UBER). Uber is a leading platform company that facilitates ride-hailing, food delivery, and freight booking services, which each represent large and underpenetrated markets. Uber is active in more than 10,000 cities and approximately 70 countries globally, and Uber is a market leader with more than 65% market share in nearly all ride-sharing regions in which it operates. Uber should continue to benefit from secular tailwinds, product innovation, expansion, and network effects. The cross-selling of the Uber One membership program should drive both loyalty and engagement. International markets represent half the business and continue to be an important growth driver. Overall, we see sustained healthy topline growth for the company over the next three years with some insulation to global economic trends.”
1. NVIDIA Corp (NASDAQ:NVDA)
Number of Hedge Funds Investors: 193
Jim Cramer said in a latest program on CNBC that investors were expecting a bump in NVIDIA Corp (NASDAQ:NVDA) shares when the GTC started, but the stock actually fell.
“You’d expect some sort of impact on the stock market or at least in the stock of Nvidia but that sure didn’t happen today. We learn that nothing’s more powerful than multiple compression as Nvidia stock actually slid $410. It declined 3.4%. I say, ouch. Okay, I can see a bear case here although I don’t share. My charitable trust is a big position stock and Nvidia stock isn’t cheap unless everything goes right, and in this climate of fear environment, it’s hard to see everything go on right even for a company that is this special. And oh my, after watching today’s keynote, it always reminds you how special it really is. Just because 17,500 people get together to listen to Jensen Huang, that doesn’t mean you’re going to get higher stock prices. Sometimes the tape is simply against you. End of story.”
The market will keep punishing Nvidia for not coming up to its gigantic (and sometimes unrealistic) growth expectations. About 50% of the company’s revenue comes from large cloud providers, which are rethinking their plans amid the DeepSeek launch and looking for low-cost chips. Nvidia’s Q1 guidance shows a 9.4% QoQ revenue growth, down from the previous 12% QoQ growth. Its adjusted margin is expected to be down substantially as well to 71%. The market does not like it when Nvidia fails to post a strong quarterly beat. The stock will remain under pressure in the coming quarters when the company will report unimpressive growth.
Nvidia is facing challenges at several levels. Competition is one of them. Major competitors like Apple, Qualcomm, and AMD are vying for TSMC’s 3nm capacity, which could limit Nvidia’s access to these chips. Why? Because Nvidia also uses TSMC’s 3nm process nodes. Nvidia is also facing direct competition from other giants that are deciding to make their own chips. Amazon, with its Trainium2 AI chips, offer alternatives. Trainium2 chips could provide cost savings and superior computational power, which could shift AI workloads away from Nvidia’s offerings. Apple is reportedly working with Broadcom to develop an AI server processor. Intel is also trying hard to get back into the game with Jaguar Shores GPU, set to be produced on its 18A or 14A node.
Parnassus Growth Equity Fund stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q4 2024 investor letter:
“NVIDIA Corporation (NASDAQ:NVDA) continued to lead the market for graphics processing units and semiconductor chips needed to power AI applications. Because our position in the stock is an underweight relative to the nearly 12% of the benchmark it now represents, it was a relative detractor for the year.”
While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA), our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below. You can also look at Jim Cramer on These 9 Stocks Recently and Jim Cramer Discusses These 10 Stocks & Says US Faces Unfairly High Tariffs Abroad.
