We recently published an article titled What Happened After Jim Cramer Talked About These 13 Stocks. In this article, we are going to take a look at where The Walt Disney Company (NYSE:DIS) stands against the other stocks Jim Cramer recently discussed.
During a recent episode of Mad Money, Jim Cramer offered his perspective on the day’s market rally as he delved into the impact of the ongoing dynamic between President Donald Trump and Federal Reserve Chair Jerome Powell.
“All day, I heard that today’s rally was just a bear market rally, okay? That it was a phony spike, and the market will go right back down the moment the president posts that there’ll be no compromise on tariffs. Who knows, maybe Fed Chief Jay Powell should be deported.”
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However, Cramer pointed out that the tone shifted significantly just after the market closed. In his words, “We get incredible news that is sure to drive this market higher.” The news came directly from the President, who clarified that he had no intention of firing Powell, a rumor that Cramer identified as a major factor in the prior day’s market slide. Trump’s statement, “Never did, never will,” regarding any plans to remove Powell effectively erased the cloud of uncertainty that had been hanging over the markets.
Given this reversal, Cramer questioned whether the rally could still be called a bear market bounce. In his view, it now looked like something more substantial. He explained that real recoveries are often mischaracterized at first. According to Cramer, they typically begin with what appear to be bear market rallies, short-lived, suspicious upticks that many investors brush off due to repeated disappointments in the past. He stressed that the early stages of genuine market turnarounds are often marked by disbelief and hesitation, with only the boldest or most reckless traders recognizing their potential early on. He added:
“Now look, just because the President doesn’t want a constitutional crisis and is going to keep Powell doesn’t mean we have more to go on. For example, there’s been no sign of change from the administration on the trade wars.”
Methodology
For this article, we compiled a list of 13 stocks that were discussed by Jim Cramer during the episode of Mad Money on April 22, 2024. We then calculated their performance from April 22nd, 2024, market close to April 23rd, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q4 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.
Please note that this article mentions Jim Cramer’s previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out.
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 packed theater of moviegoers watching a blockbuster film produced by the entertainment company.
The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holders: 108
A caller looking for a reason to invest in The Walt Disney Company (NYSE:DIS) sparked a humorous yet critical response from Cramer. Back then, he was bearish on Disney, particularly after activist investor Nelson Peltz failed to join the board which Cramer believed would have brought much-needed operational discipline. Here’s what he replied with:
“Disney just has been a one-way trip to the danger zone since Nelson Peltz was no longer involved. The stock goes down pretty much every day. I managed to sell a lot when Nelson didn’t get on because I felt that if Nelson got in that boardroom, we would have a shake-up and some discipline. I’ve been proven right. But I will give you this. I’d love to go to Disneyland. I’d love to go to Disney World. But my kids don’t want to go with me and I think it’d be really creepy if I went by myself.”
Jim Cramer’s call was pretty good. The stock has fallen by 23.23% since that episode.
The Walt Disney Company (NYSE:DIS) was mentioned by Cramer again recently, where he explained how it was facing some risks in the current environment. Here’s what he said on April 7th:
“I mean, look, my charitable trust owns Disney. I was looking great. And now I feel like, well, wait a second, if it’s a big family and they have to pay $20,000 for five days, well, they are going to cancel. And the airlines are demonstrable about that. But I don’t I still think when you’re talking to people at home, do they sell Disney at $81? You know what? Right now, Disney could go to $70. I don’t know. But what happens if it goes to $90 two years from now and you sold it at $80 and you never got back in? There is a cost to not being able to get back in.”
Overall DIS ranks 4th on our list of the stocks Jim Cramer recently discussed. While we acknowledge the potential of DIS as an investment, our conviction lies in the belief that some 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.
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Disclosure: None. This article is originally published at Insider Monkey.
