Jim Cramer Discusses These 13 Stocks & Rejects The AI PC Super Cycle

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10. The Walt Disney Company (NYSE:DIS)

Number of Hedge Fund Holders In Q3 2024: 76

The Walt Disney Company (NYSE:DIS) is one of Jim Cramer’s favorite stocks when we consider the number of times that he’s mentioned it this year. For Cramer, the firm’s future might not be so dim as it has managed to turn around its fledgling cable business and turned a profit with its streaming business. He also believes that The Walt Disney Company (NYSE:DIS)’s theme parks could see more traffic from Universal opening its theme park. Cramer’s latest remarks for the firm revolved around these aspects as well:

“Now Disney this morning, Goldman puts out a piece. Upside surprise expected. I thought it was . . .given the fires, given the fact that uh Milton, LA. [Disney land attendants not affected by the fire] No, and you know that there is a theory that when Universal opens its new park, people will actually go, that’s actually positive. Yeah positive. That is demonstrated. And linear there is not a drag. The linear they’ve managed to be able to salvage it. I don’t know. I think, I wish they hadn’t done the piece. Because my trust owns it and I was hoping for an upside surprise. But they’re borrowing the upside surprise which is not good.”

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