We recently published a list of 10 Stocks on Jim Cramer’s Radar Recently. In this article, we are going to take a look at where J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) stands against other stocks on Jim Cramer’s radar.
On Tuesday, Jim Cramer, host of Mad Money, discussed the impact of tariff-induced market volatility and he also discussed how it affects some retail companies.
“The market looked terrific when I went out to lunch today … Then I came back and all the gains that I saw were gone. So many wins had turned into losses. So much had melted down. I mean, holy cow. An incredible reversal, a severe reminder of the fragility of this market.”
READ ALSO: Jim Cramer Talked About These 8 Stocks and Jim Cramer’s Game Plan: 10 Stocks in Focus
Cramer then turned his attention to the decision by the U.S. government to impose a 46% tariff on goods from Vietnam. He noted that Vietnam floods the U.S. market with products while importing very little in return. However, he pointed out that Vietnam is a poor country and questioned what it could even afford to purchase.
“So why did the White House hit Vietnam with a 46% tariff? Because the trade team believes that Vietnam’s a transshipment country. They think the Chinese use it as a backdoor to get around the tariffs.”
Cramer remarked that when companies shifted their manufacturing operations from China to Vietnam, they believed they were making a prudent move. He had expected that American companies manufacturing in Vietnam would face a lower tariff, which he believed was a way to “beat China”. However, it did not materialize. He pointed out that the fallout from the policy is significant as the stocks of these companies take a hit.
He observed that until the situation is resolved, companies that rely on overseas manufacturing will likely continue to see their stock prices fall. Cramer also noted that the Trump administration’s aim seemed to be to penalize foreign trading partners while pushing U.S. companies to bring their manufacturing operations back to America.
“The bottom line: You could conclude that I shouldn’t go to lunch. Or maybe you should accept that things are going to be treacherous for companies that make things overseas no matter what. It’s just too difficult to own these stocks until the estimates are brought down to levels that can be beaten. And obviously from today’s action, we just aren’t there yet.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 8. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.
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).
A truck on a highway, its exhausts billowing in the air.
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)
Number of Hedge Fund Holders: 47
When a caller mentioned that they have a small position in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Cramer remarked:
“Okay, don’t want to be bigger than a small position. It is a transport, it is a trucking company and we could be going into recession and it’s not a good group going into a recession.”
J.B. Hunt (NASDAQ:JBHT) offers various transportation, delivery, and logistics services. The company uses its own fleet of equipment and resources. Additionally, in February, Cramer said:
“Plus, talk about being in the crosshairs of the tariffs. Do we wanna own a rail that runs from Mexico to here or a trucking company like J.B. Hunt, if we’re getting into a tariff war in Mexico? To me, this group feels like it’s practically in a recession cycle today.”
Overall, JBHT ranks 8th on our list of stocks on Jim Cramer’s radar. While we acknowledge the potential of JBHT as an investment, 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 JBHT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
