Jim Cramer Says I’m With Trump & Discusses These 12 Stocks

6. The Boeing Company (NYSE:BA)

Number of Hedge Fund Holders In Q4 2024: 103

The Boeing Company (NYSE:BA) is the embattled aircraft manufacturer whose shares have started to turn a corner in 2025. Year-to-date, the firm’s shares have gained 1.24% despite a 15% drop during the first ten days of March. The Boeing Company (NYSE:BA) has benefited as the US government has awarded the firm a massive $20 billion contract for its next-generation fighter aircraft platform. The win injects considerable certainty into the firm’s future cash flows. Here is what Cramer said about The Boeing Company (NYSE:BA):

“Kelly Ortberg, he’s classic, he’s the CEO. What does he do first? He fixes the balance sheet. Then he gets to know the company even better. . .then, he’s, goes to China. . .and now this is very logical. Because I think that if you win that plane. . .already announced and another plane, why wouldn’t this Justice Department change their mind? Remember, this is a different Justice Department. We seem to think that Justice is, that has a continuum. If we think. . .that the Justice Department is the same Justice Department that you got with Biden, I think that’s ill-advised to think that.”

“That means if I were Boeing, I’d roll the dice with the new Justice Department.Why not? I mean, look, why not roll the dice on anything that is that political, because if you are considered to be a great American company, I’m not saying that Justice is on a strange arc anymore, but I think that Justice might say you know what, they’ve done a lot of good. Let’s them out of it. That’s very contrary to the previous administration where everything was etched in stone. But I think it’s very wise. I think Kelly Ortberg is making, he’s making every right decision. Now we have to see what he does with space. Does he say listen, we don’t have the money to do space and we do this? I don’t know. But he has to make a decision about space.”

“[On whether stock can go higher] I think you can blow through that. I think the plane orders, if they’re allowed to do as many 737s as they want, which I think really. . .then they’re going to be money in 2026 they’re gonna have an amazing year. Now, I’m not gonna recommend the stock because then if it goes down David will kid me forever, and I don’t really need that.”