In this article, we will take a detailed look at Jim Cramer is Discussing These 10 Stocks Ahead of Q1 Earnings Season.
Jim Cramer in a latest program on CNBC talked about the winning sectors so far this year and said the trends show a “strange” pattern. Cramer specifically mentioned the oil and gas sector which he believed would underperform given President Donald Trump’s plan to keep energy prices lower.
“I thought this group would be down given that the president wants to expand drill and we have a slower economy, but the stocks aren’t expensive and demand for natural gas very strong,” Cramer said.
Cramer also talked about healthcare and other key sectors that performed well. He believes these patterns show that investors are turning to sectors that perform well during recessions. However, Cramer thinks the state of the economy is better than feared.
“The seven stocks that make up the S&P are too big to dismiss. You need at least some of them to put together a really positive tape. But the bottom line, it’s terrific to see such a broad mixture of stocks winning here, from ones that can run in a recession to ones that can rally hard in a robust economy. What it tells me is that the market may be far healthier than we think, and this backdrop simply isn’t as bad as many would have you believe.”
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In
For this article, we picked 10 stocks Jim Cramer recently talked about during his programs on CNBC. With each company, we have 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. NiSource Inc (NYSE:NI)
Number of Hedge Fund Investors: 27
Jim Cramer was recently asked about utility company NiSource Inc (NYSE:NI). Here is what he said:
“I’ve liked NiSource forever. I’ve got to tell you, I recommended it when I was at Goldman Sachs, and that was like 140 years ago. I think you’ve got a good one there. I like consistency. It’s got it, as always, Dave delivers.”
9. Resmed Inc (NYSE:RMD)
Number of Hedge Fund Investors: 34
Jim Cramer said in a latest program on CNBC that he likes Resmed Inc (NYSE:RMD), which makes treatments for sleep apnea, chronic obstructive pulmonary disease, and other respiratory conditions.
“Mick Farrell came on the show and told me that my reservations about the recommended stock, which is about GLP-1, were misplaced and the company’s doing quite well. I’m with Mick, he’s never steered me wrong. I like the stock.”
Fidelity Growth Strategies Fund stated the following regarding ResMed Inc. (NYSE:RMD) in its Q3 2024 investor letter:
“The fund’s bigger-than-benchmark position in medical equipment designer ResMed Inc. (NYSE:RMD) (+15%) was the next-largest contributor. ResMed’s primary focus is sleep technology – it provides cloud-connected devices for the treatment of respiratory conditions like sleep apnea and chronic obstructive pulmonary disease. The stock declined sharply in the second half of 2023, in the wake of market speculation that the rise of weight-loss drugs would negatively impact sales and usage of ResMed’s devices. But it has risen steadily since then, helped this quarter by an August earnings report that showed steady sales and improving profitability. That said, the stock was no longer in the portfolio at quarter end.”
8. Ford Motor Co (NYSE:F)
Number of Hedge Fund Investors: 36
Jim Cramer was recently asked about Ford Motor Co (NYSE:F) on CNBC. Cramer reiterated his bearish view on the company and said he prefers GM over Ford.
“I think Ford’s got some warranty problems that make it so that earnings always seem to be a black hole. I am not going to bless that. If you feel that way, what you just said, I know GM doesn’t have that big a dividend, but I would prefer GM.”
7. Dollar Tree Inc (NASDAQ:DLTR)
Number of Hedge Fund Investors: 40
Jim Cramer in a latest program on CNBC recommended investors to stay away from Dollar Tree Inc (NASDAQ:DLTR) because of the changed consumer dynamics.
“Wall Street used to love the dollar stores because, unlike most retailers, they kept putting up stores, generating good growth. They went into neighborhoods other retailers steered clear of, carrying what looked like inexpensive merchandise. Well, that changed during the pandemic. They raised their prices, and raised them, and raised them, in order to pass on the value proposition, and it’s never been the same. There is no value proposition these days. The reduced sizes often give you the appearance of value, but people know when they’re getting had. That’s why I’d stay away from Dollar Tree. This thing does not represent the kind of value that we want, or that I used to get when we used to go there all the time, by the way.”
Carillon Chartwell Mid Cap Value Fund stated the following regarding Dollar Tree, Inc. (NASDAQ:DLTR) in its Q3 2024 investor letter:
“Dollar Tree, Inc. (NASDAQ:DLTR) operates a chain of discount stores under the Dollar Tree and Family Dollar banners. Results fell short of expectations amid pressure on the lower-end consumer, which prompted management to reduce its outlook for the year.”
6. Alcoa Corp (NYSE:AA)
Number of Hedge Fund Investors: 42
Jim Cramer recently talked about Alcoa Corp (NYSE:AA) and over aluminum market during a program on CNBC:
“I’m worried about aluminum. Aluminum has been down for three straight weeks. That does not bode well for Alcoa. I want to stay away.”
5. Twilio Inc (NYSE:TWLO)
Number of Hedge Fund Investors: 52
Jim Cramer was asked about cloud communications and technology company Twilio Inc (NYSE:TWLO). Here is what he said:
“Yeah, they did miss the quarter, and I think that I think the hype is too great on Twilio. I know everyone got all excited about it, but that’s a very crowded field. I’m going to have to say no, I don’t want to buy Twilio here.”
