In this piece, we will look at the stocks Jim Cramer recently discussed.
In his appearance on CNBC’s Squawk on the Street on Friday, Jim Cramer struggled to understand President Trump’s game plan. The President’s decision to announce tariffs on countries that have a trade surplus with the US roiled the stock market and made Cramer speculate whether the coming Monday would resemble 1987’s infamous Black Monday crash. He commented:
“I do think that what’s happened Carl, is that I struggle for why, for what the President’s game plan is. Because if you wanted to make the market, uh, crash, I think you would go with his game plan. I don’t like that, I do not favor that, that’s a they know nothing game plan, and it’s very disappointing. Because I’m a savvy person, business person, surrounded by business people, it should not be in our country’s interest to have the market crash.”
Naturally, criticizing the government is controversial and so is speculating about a possible incoming historic market crash. However, Cramer remained defiant and shared with viewers how he withstood the 1987 crash:
“Now if I am blamed for what I said, you know what, I don’t play for dinner! I am finally at the darn age where I’m allowed to say that if I mean it. Now I said it a couple of other times and I was right! In every occasion. I was in cash for 1987. In cash. That was not stupid. I was in cash for the crash. I obviously said in 2007 that they knew nothing. That was a good call. I don’t want this to be that call. There’s plenty of opportunity for the President to say, you know I’ve been thinking. We’ll do the TikTok deal. We’ll avoid this.”
While he didn’t shun buying stocks, Cramer urged viewers to be careful. “I can’t think of a single reason to buy a stock,” he said. Now I’m on hold, I mean we’ve sold enough stuff for our charitable trust. But I can’t bottom fish! I don’t want to sleep with the fishes!” he added.
In his Thursday show, Cramer outlined that stocks were readjusting to lower multiples stemming from tariff-induced higher costs of business. When asked if he was more bearish than his earlier prediction of prices falling for a multiple adjustment, he remarked:
“I think that, I find it impossible to believe that the President would actually order a crash. . . .We have a lot of people who have money in the stock market. It’s the bedrock of a lot of 401(k) and IRA. And I think that should play a role too. And I am much more of a hard-line tariff person than the President. . .I hate free trade. I am so much harder line than Navarro! And Trump!”
Cramer implored the Trump administration to give companies a path to navigate through tariffs. “You can undo what you did in the next 48 hours,” he said. “It makes no sense to hurt American companies. Give them a path! And then what then we go up!,” he added.
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on April 4th.
For these stocks, we also 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. RH (NYSE:RH)
Number of Hedge Fund Holders In Q4 2024: 51
RH (NYSE:RH) is a home supplies company that is one of the worst-performing stocks this year. Its shares have lost 63% year-to-date due to a variety of factors such as disappointing earnings and investor pessimism about the economy. In his previous remarks about RH (NYSE:RH), Cramer has been of mixed opinion about whether the firm is in trouble or if it’ll do well. Here are his latest remarks about RH (NYSE:RH):
“A lot of people are very worried about their balance sheet. Which was referenced several times in the conference call. And we gotta get to the bottom of that. Gary’s bought back a lot of stock. And company’s bought back a lot of stock. And they have a terrific product line for wealthy people. But obviously people concerned about the buyback.”
9. Dollar General Corporation (NYSE:DG)
Number of Hedge Fund Holders In Q4 2024: 53
Dollar General Corporation (NYSE:DG) is an American discount retailer. Its shares have performed well this year and are up by 22% year-to-date. During Thursday and Friday’s selloff, Dollar General Corporation (NYSE:DG)’s shares actually performed well and ended up gaining 2.7%. In comparison, rival Dollar Tree’s stock didn’t do so well. Here’s what Cramer said about the divergence:
“[DG and DLTR shares trading differently due to their different exposures to China] Yes, Todd Vasos got very lucky with Dollar General. Dollar Tree is really struggling. No I know that was very, that was interesting. That was interesting. And I know that, that, five below went five below. I mean that’s like, really below. These companies you have to go case by case.”
8. Agnico Eagle Mines Ltd (NYSE:AEM)
Number of Hedge Fund Holders In Q4 2024: 53
Agnico Eagle Mines Ltd (NYSE:AEM) is a gold mining company that is one of Cramer’s favorites in the sector. The TV show host has commented multiple times this year that he prefers the firm’s stock over rival Barrick Gold. Not only has the high demand for gold made Cramer prefer gold stocks but when it comes to Agnico Eagle Mines Ltd (NYSE:AEM), he is also impressed by the firm’s management. Here are his latest thoughts about Agnico Eagle Mines Ltd (NYSE:AEM):
“I like . . Agnico Eagle. . .you know one of the more gold oriented companies.”
7. Cintas Corporation (NASDAQ:CTAS)
Number of Hedge Fund Holders In Q4 2024: 56
Cintas Corporation (NASDAQ:CTAS) is an industrial supplies company that sells uniforms and other products. Year-to-date, the stock is up by 4.5% but it underwent a bloodbath during the Thursday-Friday tariff-induced selloff. Over the two days, Cintas Corporation (NASDAQ:CTAS)’s shares dropped by 8.8% as investors pondered about the impact of reduced economic activity on the firm’s business. Here’s what Cramer said while the shares were falling:
“Small and medium sized businesses I think could still do well and I’ve been recommending people look at service companies. I think that those can do well. Domestic service, you know I’m talking about like a Cintas.”
6. DuPont de Nemours, Inc. (NYSE:DD)
Number of Hedge Fund Holders In Q4 2024: 58
DuPont de Nemours, Inc. (NYSE:DD) is one of the biggest chemical companies in the world. It was one of the hardest hit stocks during the tariff selloff as the shares dropped by a whopping 21%. One reason DuPont de Nemours, Inc. (NYSE:DD)’s shares dropped was that it was caught in the middle of President Trump’s approach of levying tariffs to force concessions from China. China announced that it would start an investigation into DuPont de Nemours, Inc. (NYSE:DD)’s operations as a monopoly. Naturally, investors weren’t pleased. Here is what Cramer said:
“DuPont my charitable trust owns. This is an instance where I think that our country’s destroying DuPont. At least a big part of it, say 18% of it and there’s no reason for it whatsoever. We didn’t have to do this.
“I think by the way just to clarify with DuPont. They did nothing wrong. I mean that’s just what you do.”
5. Lululemon Athletica Inc. (NASDAQ:LULU)
Number of Hedge Fund Holders In Q4 2024: 60
Lululemon Athletica Inc. (NASDAQ:LULU) is a Canadian retailer whose shares jumped by 3% on Friday after dipping by 9.6% on Thursday. In his previous remarks about the company, Cramer has speculated whether the firm’s market share is under threat from American retailer Gap. After the Thursday share price dip, Cramer complained on Friday that the drop was not Lululemon Athletica Inc. (NASDAQ:LULU)’s fault:
“Nike did nothing wrong. Lulu did nothing wrong. These companies they didn’t do anything wrong. They played by the rules. They left China. RH left China. They played by the rules. Why hurt the people who played by the rules?”
4. Caterpillar Inc. (NYSE:CAT)
Number of Hedge Fund Holders In Q4 2024: 62
Caterpillar Inc. (NYSE:CAT) is one of the largest industrial equipment companies in the world. As a result, its hypothesis depends on economic growth and the interest rate environment. Caterpillar Inc. (NYSE:CAT) has struggled lately as low corn and other prices have reduced the demand for its products as farmers held inventory in hopes of price recovery. Caterpillar Inc. (NYSE:CAT)’s shares dipped by 13.9% on Thursday and Friday. Here’s what Cramer said about the firm:
“[On BA and CAT being the worst two Dow names] Yeah I know, I mean because of China, although Caterpillar has diversified away from China so much and Boeing has got so many orders it shouldn’t be. Those are both mistakes. Shouldn’t be. Don’t sell those.”
3. Dollar Tree, Inc. (NASDAQ:DLTR)
Number of Hedge Fund Holders In Q4 2024: 64
Dollar Tree, Inc. (NASDAQ:DLTR) is a struggling discount retailer whose shares have lost 11.6% year-to-date. They closed on Friday 12.9% lower than their Wednesday close, but higher over the 13.3% dip on Thursday. Dollar Tree, Inc. (NASDAQ:DLTR) has struggled with lower-income consumers flocking to Walmart but has benefited from its decision to sell its Family Dollar Stores. Here’s what Cramer said about Dollar Tree, Inc. (NASDAQ:DLTR) on Friday:
“[DG and DLTR shares trading differently due to their different exposures to China] Yes, Todd Vasos got very lucky with Dollar General. Dollar Tree is really struggling. No I know that was very, that was interesting. That was interesting. And I know that, that, five below went five below. I mean that’s like, really below. These companies you have to go case by case.”
2. General Motors Company (NYSE:GM)
Number of Hedge Fund Holders In Q4 2024: 68
General Motors Company (NYSE:GM) is a mega American car manufacturer. It’s been one of the hardest hit auto stocks from President Trump’s policy as the firm’s supply chain relies on imports. General Motors Company (NYSE:GM)’s shares are down by 14% year-to-date and lost 7.9% during last week’s tariff selloff. Here’s what Cramer said about the firm:
“Well look with all due respect to the President, there’s this gap. And that’s what I’m concerned about. It’s the gap, which, you have a Jim Farley trying to do the right thing. Mary Barra, trying to do the right thing. Just have this period where they can’t build it there that quickly. I think that they need help or they need a path.”
1. American Express Company (NYSE:AXP)
Number of Hedge Fund Holders In Q4 2024: 71
Cramer has discussed American Express Company (NYSE:AXP) several times during his morning show this year. He has been impressed by the firm’s popularity among younger users and lamented that its stock might have lost steam as the travel bull market ends due to economic and recessionary concerns. American Express Company (NYSE:AXP)’s shares closed on Friday 15% lower from their Wednesday close. Here’s what Cramer said about the firm on Friday:
“[on AMEX down 5%] You know it’s their 150th anniversary coming into March they’re having an amaaazing time. But this again is, I mean I guess you’re supposed to say, hey sorry guys. See I don’t get it. American Express they have a lot of people work there. It’s a really good company. It’s an American treasure. Um, I don’t want their stock to go down but I accept the fact that it’ll go down as part of this whole period. But I can’t tell you to buy American Express down 13 because I don’t know what’s gonna happen Monday.”
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