We recently published a list of 10 Jim Cramer Stocks to Buy and Sell Now. In this article, we are going to take a look at where The Walt Disney Company (NYSE:DIS) stands against other stocks that Jim Cramer discussed.
Jim Cramer in a latest program on CNBC talked about President Donald Trump’s attack on Federal Reserve Chair Jerome Powell and said he was expecting this to happen “weeks ago.” Cramer said that he “likes” Powell and thinks the central bank chief is now in a difficult situation. Cramer thinks it’d be “illegal” for Trump to fire Powell.
“The Federal Reserve never cuts rates when inflation’s out of control, which it very well could be once the tariffs are all in. I think the Fed chief wants to find out if that’s going to happen. I like Powell, you know that. I think he’s generally done a good job, a good public servant. Unfortunately, right now, he’s stuck between a rock and a hard place. Now, history says he should be doing exactly what he’s doing, but history is now in the eye of the beholder, and there’s only one beholder in this whole country, and it ain’t J. Powell.”
Cramer said that tariffs will result in higher prices, and that will in turn make the central bank’s job difficult because it cannot cut rates when prices are going up.
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 Cramer was talking about in his recent programs. With each stock, 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).
The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Investors: 76
Answering a question about The Walt Disney Company (NYSE:DIS) during the Lightning Round segment of his program on CNBC, Jim Cramer said he “loves” the stock.
“I love Disney over 100 I’m still buy, buy, buy Disney’
Mar Vista Global Quality Strategy stated the following regarding The Walt Disney Company (NYSE:DIS) in its Q4 2024 investor letter:
“Over the past year, our investment in The Walt Disney Company (NYSE:DIS) unfolded as expected. With one of the most compelling combinations of global content and consumer brands, Disney’s media business has finally reached a positive turning point. The company is successfully adapting its operations to address the ongoing transformation of the media industry. This progress has been reflected in its stock performance, closing the gap to its intrinsic value.
As friction costs diminish within the media ecosystem, companies with global audiences are receiving help from their unmatched scale advantages. While Disney is setting up itself as a long-term leader in the digital streaming space, the landscape of content distribution is still in flux. Platform giants like Netflix, Alphabet, Amazon, and Apple are rapidly dismantling competitive barriers, further intensifying the pace of change.
This secular disruption places Disney and other traditional media companies in a precarious position. With the risk-reward profile for Disney no longer favoring significant upside, we exited our investment during the quarter.”
Overall, DIS ranks 3rd on our list of stocks that Jim Cramer discussed. While we acknowledge the potential of DIS as an investment, 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 DIS 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.
