In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer reiterated that the Trump administration has to clarify its narrative about tariffs to convince the average American about their utility. Cramer shared that American goods are unfairly treated all over the world. When asked what he would prefer, he replied:
“No, there are an amazing number of tariffs against us. Amazing number. And it’s so palpably horrible, but we don’t explain it. I mean I know a lot of tariffs against us. It’s unbelievable what’s tariffed. Almost everything is tariffed against us. But the President just says listen, we’re gonna get them. But why? And the answer is, if you saw what he saw, you would say, this horrible. I’m with the President. But there’s no list. There’s no attempt to educate us.”
Cramer added that few people are smart enough to figure out the impact of tariffs. On a recent report from Bank of America highlighting that it wasn’t a bear market, Cramer was appreciative. “I found the notes this morning were genuinely reassuring,” he outlined. He also commented on a shareholder letter from bank CEO David Solomon. Cramer opined that most banking officials had become too optimistic about lower banking regulations once President Trump took over. According to him, this included Solomon. The CEO “just didn’t see it coming either,” Cramer said and added, “no one really saw it coming that the President would not do any deregulation.”
Worried that his remarks about tariffs might be misconstrued to be against them, Cramer was careful to stress that “I may agree with everything he [The President] is saying, I just don’t agree with the way it’s being said.”
The conversation then shifted to a potential positioning unwind in the market with an early stage of investors assessing the risk of a recession. According to him:
“Well, okay look, I mean there are companies, and there’s companies that are making a lot of money. And their stocks are being thrown out as well as companies that are not doing as well. But until eight weeks ago many, many companies were doing well. Now see that seems to be an abstraction too. Does it matter to the President that every retailer says that they’re doing poorly. You know, if you say no, then you have companies that can go bankrupt. Now on whose hands are that. The companies themselves? How about creating an atmosphere that makes it so you don’t want to buy anything? That’s what’s going on. Creating an atmosphere where you don’t want to travel. Where there had been a bull market. Creating an atmosphere where you wanted to take a plane trip somewhere and now you don’t. What does that do? That is not about tariffs. It’s not about France. It’s not about Germany. It’s not about, remember we’re gonna have to put tariffs on all the autos. Germany, Japan, Korea cause they have almost no tariffs. And if we’re doing this thing, I’d say look here’s what we’re putting on, here’s what they do to us. But no. It has to come staggered. So, like, the market will rally to I don’t know 5,600 and then we’ll get hit by a posting. And the posting just talks about how miserable and horrible the Koreans are and who are the Germans to do this to us? And Japan’s outrageous!”
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 March 14th.
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. Agnico Eagle Mines Ltd (NYSE:AEM)
Number of Hedge Fund Holders In Q4 2024: 53
Agnico Eagle Mines Ltd (NYSE:AEM) is a Canadian gold mining company with operations in several countries. Its shares have performed well over the past year and year-to-date as they have gained 94% and 29%, respectively. The shares have benefited from rising global uncertainty which has recently pushed gold prices to a record high above $3,000 per ounce. Cramer’s previous remarks about Agnico Eagle Mines Ltd (NYSE:AEM) have cited optimism in the stock. Here are his latest comments:
“Well I had Agnico Eagle on, the true worth of gold versus this [bitcoin] as historical has really come out. And he’s just saying listen this is gold’s time, it’s very hard to try to figure out which Bitcoin and how Bitcoin is going up.”
9. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders In Q4 2024: 64
Palantir Technologies Inc. (NASDAQ:PLTR) is a data analytics and software company that has been a regular feature of Cramer’s morning show this year. Apart from being full of praise for the firm’s CEO Alex Karp, Cramer has also shared optimism about the firm’s ability to work with Elon Musk’s DOGE to help cut costs at the Pentagon. However, after the recent pullback in Palantir Technologies Inc. (NASDAQ:PLTR)’s shares which has seen them lose 33% since late February, Cramer has held back. Here are his latest comments:
“The winners will become not winners. Except for Palantir because they own the media.
. . .he’s [Karp] good. The odd thing about Karp is that is as noisy as he is, he actually delivers. And I think that they would do great things. I’m actually looking for them to be able to help the Defense Department really take the costs out. Because we do have great ideas. But most importantly, the problem with the Defense Department is procurement. And Alex Karp and his team have answers for procurement. Which is congratulations, it’s a byzantine world and they’ve got it figured out. Unleash them and not just . . .Musk.”
8. Abbott Laboratories (NYSE:ABT)
Number of Hedge Fund Holders In Q4 2024: 66
Abbott Laboratories (NYSE:ABT) is a global healthcare company whose shares have seen significant action in 2025. Between late January and early March, the shares had gained 23.6% as the firm benefited from the robust performance of its medical devices unit. The division saw Abbott Laboratories (NYSE:ABT) meet analyst guidance estimates for 2025 profit and helped it weather the impact of currency headwinds. Here is what Cramer said about the firm:
“Now I do wanna point out a stock that we’ve been selling for the Charitable Trust, Abbott Labs. There’s a lawsuit that’s been overturned, we talked about that when Robert Ford was on last time. About a very particular kind of specialized infant baby food. A shocking overturning and I’m getting ready to wanna buy the stock back.”
7. McDonald’s Corporation (NYSE:MCD)
Number of Hedge Fund Holders In Q4 2024: 67
McDonald’s Corporation (NYSE:MCD), like its restaurant peers, has struggled with the impact of inflation on consumer demand. The firm’s shares have gained 7% over the past year and 3.8% year-to-date. McDonald’s Corporation (NYSE:MCD) has also struggled from an E. coli outbreak that hit the stock in October. Cramer’s previous remarks about the firm appreciated its management and price management strategies. Here are his latest thoughts about McDonald’s Corporation (NYSE:MCD):
“And meanwhile, McDonald’s stock was up big because it’s viewed as safety.”
“But I question how good the quick serve’s doing. The companies that have sit down with dinner for ten dollars are getting hit themselves. So I like restaurants here but not, don’t love them.”
6. General Motors Company (NYSE:GM)
Number of Hedge Fund Holders In Q4 2024: 68
General Motors Company (NYSE:GM)’s shares performed well in 2024 as stable demand amidst a downturn in the auto sector led investors to flock to the stock. However, 2025 has been a tumultuous year for the firm as the shares have struggled due to worries about the impact of tariffs against Canada and Mexico on the firm’s supply chain. General Motors Company (NYSE:GM)’s shares are down by 5% year-to-date due to these worries. In his previous comments, Cramer has advised viewers to reconsider stock-buying decisions. Here are his latest remarks:
“People don’t realize that when the President was talking about putting bigger tariffs on Canada. That is right, that just kills GM. Explains why their multiple’s really bad. . .These autos are really ping pong. So if you’re gonna hurt GM. . . you gotta then put a tariff on Korea. I just wish the President would get over it.”
5. Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)
Number of Hedge Fund Holders In Q4 2024: 68
Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) is a biotechnology company that develops drugs for diseases such as cystic fibrosis. Its shares slipped by 15% in December after the firm’s non-opioid pain drug failed to impress investors. Cramer’s previous remarks about Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) expressed disappointment about the drug and added that he saw few catalysts for the firm moving forward. His latest comments are brief:
“Vertex has got revolutionary anti pain drug.”
4. Occidental Petroleum Corporation (NYSE:OXY)
Number of Hedge Fund Holders In Q4 2024: 68
Occidental Petroleum Corporation (NYSE:OXY) is a struggling oil and gas company whose shares have disappointed lately. The stock has lost 3.7% year-to-date and 25% over the past year. Cramer’s previous remarks about the firm have cautioned viewers about buying the stock simply because Warren Buffett has invested in it. He built on the theme this time around and also commented on the firm’s overall business:
“Look at OXY. Look at the Buffett oil. I mean, it is just . . .”
“OXY is emblematic of how bad this business has become. And it’s very hard to own the stock.”
3. T-Mobile US, Inc. (NASDAQ:TMUS)
Number of Hedge Fund Holders In Q4 2024: 70
T-Mobile US, Inc. (NASDAQ:TMUS) is somewhat of a regular feature on Cramer’s morning show. His sentiments about the firm have been mixed. The CNBC host has praised T-Mobile US, Inc. (NASDAQ:TMUS)’s financial performance which has seen it add hundreds of thousands of new customers to its postpaid plans in multiple quarters despite a sluggish economy. More recently, Cramer has wondered whether T-Mobile US, Inc. (NASDAQ:TMUS)’s CEO Mike Sievert might leave the company. Here are his latest comments:
“[On a Citi downgrade] Yeah, I almost felt that it seemed like that the Germans maybe reasserting their control over it? So I wonder, is Sievert out. Is Mike Sievert out? I can’t tell. I don’t like that. If Sievert is out, you don’t wanna own the stock. He is the company. But yeah, I read and I said, jeez, I know Deutsche Tel’s got a big position. Is that Mike Sievert saying that, you know what, let em’ have it. That would be very worrisome if that’s the case. I don’t want that.”
2. American Express Company (NYSE:AXP)
Number of Hedge Fund Holders In Q4 2024: 71
American Express Company (NYSE:AXP) is a payment and travel services provider. During his previous comments, Cramer has been nothing but full of praise for the firm. He is a fan of American Express Company (NYSE:AXP)’s CEO and has praised the firm’s card deals which are popular with younger customers. Cramer has also made the firm’s business as a proxy for the travel industry and consumer spending in the US. Here are his latest comments about American Express Company (NYSE:AXP):
“Uh I don’t understand why anyone would be bearish about that. Now I do think that the trends in American Express are very good. I think that February was very good. People think that February was bad. They’re doing a lot, again they’re doing so much with millennials, with Gen X. The number of people signing up for cards is good. But against that you can see quick drop off. That was the so called end of the travel bull market. . .and I really like it. And I think Steve Squeri is one of most forward thinking executives and I like that stock right here. I like it right here.”
1. The TJX Companies, Inc. (NYSE:TJX)
Number of Hedge Fund Holders In Q4 2024: 74
The TJX Companies, Inc. (NYSE:TJX) is a retail chain whose off-price business model has allowed it to weather the storm that has hit the broader retail sector on the stock market. The firm’s shares are up by 18% over the past year but have lost 4% year-to-date on the back of a 5% dip in March. Cramer’s previous comments about The TJX Companies, Inc. (NYSE:TJX) have recommended buying the stock. Here are his latest remarks:
“You know TJX is about inventory. They all taught us that. And it’s really good to know. If they run out of inventory they do poorly. If they have a lot of inventory, they do well. But that means Kohl’s has to raise cash. And they’ll just, its a annuity for TJX. But the stock is down huge from where Kohl’s. . .that TJX is doing terribly yet TJX is a winner. In this particular instance. And I think that’s kind of emblematic of what I’m talking about where there’s nothing bad happening there but the stock just goes down continually.”
TJX is a stock Jim Cramer recently discussed. While we acknowledge the potential of TJX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TJX but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure. None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and investors. Please subscribe to our daily free newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
