We recently published a list of Jim Cramer Shares Stocks To Buy During Tariffs & Discusses These 10 Names. In this article, we are going to take a look at where Constellation Brands, Inc. (NYSE:STZ) stands against other stocks that Jim Cramer discusses.
In a fresh appearance on CNBC’s Squawk on the Street, Jim Cramer started off by discussing President Trump’s latest tariff announcements that include a 10% levy on all imported goods and tariffs of varying levels on 60 countries. Commenting on the impact on the stocks, Cramer shared that “There’s always money to go somewhere.” He believes that the money will flow to utility companies, consumer goods manufacturers and healthcare companies as they have pricing power and are exposed to domestic US demand instead of demand for imported products.
Further commenting on the companies affected by the tariffs, he added:
“And I’m looking at. . . there’s the luckless and the lucky, and the luckless are companies that moved from China to Vietnam. China to Thailand. China to other areas where they thought they were allowed to go to. To Mexico. . . But David, there are some companies in the crosshairs that are going down. And there are some companies in the crosshairs that are going up.”
Cramer also commented on the impact of tariffs on businesses and the goal of the Trump administration. Cramer believes that the tariffs might prove to be airtight when it comes to incentivizing manufacturing in the US:
“My people that do industries say okay here’s what the tariffs were. They figured out what would make it so the only place you would want to make something is America. Wherever you go. You can’t. . it’s like Muhammad Ali, you can run, but you can’t hide. And I think that’s the ultimate goal. And the only time it would not be is if you think the dollar’s so strong that you won’t, that you’d still want to import.”
Yet, commenting on Deutsche’s report saying it was starting to worry about the dollar’s safe haven status, Cramer stated: “Well, I think that that’s correct. That was a great note.”
Elaborating further on the impact of tariffs on businesses, Cramer outlined:
“We don’t know whether these are starting points in negotiation or whether there’s no negotiation whatsoever. It’s entirely possible there’s no negotiation whatsoever. That they just want it to be this way.”
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 April 3rd.
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).
A winemaker examining a glass of red wine from a barrel in a cellar.
Constellation Brands, Inc. (NYSE:STZ)
Number of Hedge Fund Holders In Q4 2024: 51
Constellation Brands, Inc. (NYSE:STZ) is an alcoholic beverage company that has been a regular feature of Cramer’s morning show ahead of yesterday’s tariff selloff. In those remarks, he pointed out that the firm’s weakening sales might be due to secular trends as younger generations drink less. This time around, he commented on Constellation Brands, Inc. (NYSE:STZ)’s insulation from tariffs:
“David’s absolutely right. Modelo’s up, Constellation, because they didn’t get hit by additional.”
Overall, STZ ranks 4th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of STZ, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than STZ but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
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