Jim Cramer Discusses These 11 Stocks & President Trump

5. Ford Motor Company (NYSE:F)

Number of Hedge Fund Holders In Q3 2024: 36

Ford Motor Company (NYSE:F) is a distressed American car manufacturer whose shares closed 2024 17.7% lower. Over the past twelve months, the stock has bled 23.3% after it sank by more than 18% in July. Back then, Ford Motor Company (NYSE:F)’s shares dropped as disclosed hefty reserve requirements to deal with warranty issues. The stock fell by another 7.5% in February as the firm guided 2025 operating income at a midpoint of $7.75 billion for a marked drop over 2024’s $10.2 billion. Here’s what Cramer said as Ford Motor Company (NYSE:F)’s shares dropped:

“Korea, they have a real, they’ve got a terrific deal. And that is not I think in keeping David with what we should be focused on. I agree with Farley. Like you’re gonna get this back and forth, uh problem with Mexico is going to cause our cars to go up a lot.”

“Right now there’s an inventory glut.”

“I do think that Ford is a tough read Now they give you this fifteen cent dividend and nobody cares. We wanted it to buy back. You’re not going to get a buy back. And, it is a very poignant call because it shows you that what Trump wants to do is going to hurt them. Hurt them more than anyone else. He doesn’t mean to. But Ford makes the most cars that have to go back to Mexico. Yeah back and forth.

“Look I worry about Ford because why is Ford being punished, I mean put a tariff on anybody. Don’t just do Ford and Mexico. What did they do? They went for the Free Trade Agreement, they were foolish enough to believe in the Free Trade Agreement. I feel bad for Farley, he’s a serious guy. Serious practitioner. They have some businesses that are doing well, the subscription business, I like. The EV’s not doing that horribly. They’ve got a new Navigator coming out, that could be good. So I don’t wanna write them off. I just don’t want to own it.”