We recently published a list of Jim Cramer Was Talking About These 10 Stocks Amid Trump’s Trade Wars. In this article, we are going to take a look at where Sempra (NYSE:SRE) stands against other stocks that Jim Cramer was talking about amid Trump’s trade wars.
Jim Cramer in a latest program on CNBC urged investors to start accepting the reality of the new economic system under President Trump and said the new tariffs will result in higher prices and more volatility. Cramer said Trump does not “care” about stock prices or inflation and wants to punish the country’s trading partners.
“Yes, I want this over. Yes, I want clarity. I want some sense of how this can all end, but that makes me a fool like the rest of us. We keep thinking that’s the point. That’s how… that’s not how Trump sees it. Here is the point: we should simply be looking at companies that cater to small- and medium-sized businesses that can’t be hurt by tariffs. We need to accept a higher level of inflation because it’s coming. We should take our out some money and put it on the sidelines, betting that this will end someday, even if we don’t know when. But right now, we have to get with the program and the president. The program is taking down our trading partners and hurting bottom lines all over the place. He doesn’t care. He demonstrated that tonight. So you better get used to it.”
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For this article we picked 10 stocks Jim Cramer was talking about over the past few weeks. 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).
Sempra (NYSE:SRE)
Number of Hedge Fund Investors: 33
A caller recently asked Jim Cramer about Sempra (NYSE:SRE). Here is what Cramer said:
“They did not do a good job. It was a bad quarter. It is very upsetting to me. I’ve spoken to Jeff Martin several times as CEO, but there are several things that were definite misses. It does deserve to trade lower. It yields almost 4%. I still can’t tell you the B. We have to see another quarter because it was that jarring. I wish I didn’t have to say that, but SRE did not deliver. That’s just plain and simple.”
ClearBridge Dividend Strategy stated the following regarding Sempra (NYSE:SRE) in its Q2 2024 investor letter:
“Utilities rose largely on merchant power companies serving the data centers powering AI; the rest of the sector, along with real estate, suffered as rate cut expectations were pushed out. One exception was our holding Sempra (NYSE:SRE) — a well-managed and diversified utility holding company. Sempra possesses large franchises in Texas and California, as well as a large LNG business. Sempra is a leading player in each of its markets and all its segments enjoy robust growth outlooks, which should drive high-single-digit growth for the company overall.”
Overall, SRE ranks 6th on our list of stocks that Jim Cramer was talking about amid Trump’s trade wars. While we acknowledge the potential of SRE, 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 SRE but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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