Jim Cramer Discusses These 11 Stocks & President Trump’s Tariffs

3. Ford Motor Company (NYSE:F)

Number of Hedge Fund Holders In Q4 2024: 45

Cramer spent quite some time directly and indirectly discussing Ford Motor Company (NYSE:F) during his show. After all, the show’s theme was around President Trump’s tariffs and how they could affect auto manufacturers. The CNBC host’s previous comments about Ford Motor Company (NYSE:F) have attributed some of the firm’s woes to its own making. This time around, he cautioned viewers against owning the shares:

“[On whether reciprocal tariffs will change anything] It doesn’t matter whatever they are that it’s gonna raise the price of Ford and GM versus Toyota and versus Kia.”

“And I just think you have to recognize, you can’t own Ford and GM in this environment. Because they have to lose. It’s okay. They have to either cut their margins, cut their price and get hammered. And that’s why the stocks are, four times, five times earnings. Or they lose shares to Kia, and to Toyota.”

“Right, well now I know why Ford’s, why GM sells at five, I’ve been trying to figure out why does GM sell at five times earnings. Despite that big buyback and all the great things. Why does Ford, which is really done a lot of things under Farley, selling at five times earnings. And the answer is, and it’s what finally told us, is cause they’re screwed. That someone has to be sacrificed. It’s okay.”

“I can tell you that someone has to be sacrificed. And it’s the margins of Ford and GM and the shareholders. Until . . .we realize that Canada wasn’t cheap and we’re cheaper. It was also a way to get away from the unions. I mean, I think we, look, I was a shop steward. I worked and led a wild cat strike. Fired immediately. Not so great.”