Jim Cramer Reveals What’s Next After Tariffs & Discusses These 10 Stocks

8. Toll Brothers, Inc. (NYSE:TOL)

Number of Hedge Fund Holders In Q4 2024: 64

Real estate firm Toll Brothers, Inc. (NYSE:TOL) is another frequent appearance on Cramer’s morning show. Despite weakness in the stock, which has seen the shares drop by 17% year-to-date, Cramer has taken somewhat of a contrarian approach. He believes that housing demand in the US stands to create additional demand for Toll Brothers, Inc. (NYSE:TOL)’s products. Here are his latest thoughts:

“I mean, do you buy the homebuilders. They do well, rates are coming down. Mortgage rates are coming down pretty severely. How about buying Lennar? It’s all the way down. It’s levered to mortgage rates. . .so maybe you buy Lennar, maybe you buy Toll Brothers.”

“I’m just saying that money’s going to gravitate from places that had been like Dell . . .and it might go to Lennar. It might go to Toll Brothers. Because rates are coming down. And they’re coming down really hard, really fast. We should recognize that. The rates are really braking. And then you buy safety.”