In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer commented on the increasing bearishness in the stock market. His co-host Carl Quintanilla asked Cramer about Cramer’s observations about the ratio of price target cuts versus raises. In response, Cramer replied:
“Jeez, I got stuck there. I had a gold company where the price target was raised. And really, not much else. I had fifty price targets that were cut and then I stopped counting. In part because I didn’t wanna come here and be a real downer. I mean I’ve been struggling with that all morning. I was looking for something positive to say. Jason Gerwirtz, you know, our guru here, was saying, ‘Jim, I mean, what do you do with your cash?,’ and I just wanna. . .because it’s important to tell people what we do. I contribute every month, the last day, and I’ve been doing this everyday, S&P fund, can’t own stocks. . . And today, David, I said I wanna wait.”
Cramer also shared an interesting trading strategy from his personal life. He revealed that at the end of every month, he contributes to an S&P fund as he can’t directly buy stocks. However, when asked why he thought to wait this time around, Cramer replied: “Because I can’t think of a dumber day to buy. Okay, sorry. . .I debated ending the show there, but I think there’s a better day to buy. It’s not just yet.”
However, while Cramer has stopped buying for himself as of the date the show aired, he did share strategies about when to buy. According to the CNBC TV host, recalling previous tumultuous market environments might be helpful. He shared:
“Okay, so, you have to decide when you use analogues, do you do 2018? Do you do 2022? Those were situations where the Fed had to act because there was, you know they created, a bad moment. And we a President that’s creating a bad moment.”
Elaborating further, Cramer discussed in detail the Federal Reserve’s interest rate hike cycle of 2022 when the central bank shocked markets with successive 75 basis points interest rate hikes. He outlined:
“Okay so let’s go back in history. I mean therefore, let’s say you have the Federal Reserve saying in 2022, we gotta raise rates. And we have to do it rapidly. And do you sit there and just say you know what, I’m going to be punished and take my pain. Or you say, listen, I’m gonna dodge it. Maybe I’ll sell a little. . .maybe we’re in one of those moments, it happens. The question is, those were all the Fed starting the cycle, which takes a long time, you don’t stop buying the day after. But when you listen to what David said about the tariffs, it reminds me of, okay you have a rate cycle, and you know you’re gonna get clobbered. So maybe you wait a little. Uh, we did go down 10.8% in the S&P and it seemed like the President relented. This seems like an angrier President. I don’t get the sense that he’s, not only is he not thinking right now about the market, I question whether he’s thinking about the people who voted for him.”
While Cramer generally supports President Trump and agrees with him about the need to tariff America’s trading partners, whom Cramer dubs as ‘trading enemies,’ he found Trump’s statement saying that the President could not care less about whether car manufacturers raised prices “very disturbing.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on March 31st.
For these stocks, we also 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).
11. CoreWeave, Inc. Class A Common Stock (NASDAQ:CRWV)
Number of Hedge Fund Holders In Q4 2024: 0 (Due To IPO in Q1 2025)
CoreWeave, Inc. Class A Common Stock (NASDAQ:CRWV) is the youngest entrant on the stock market. It is the first IPO of 2025 and has set the tone for potential listings later this year. CoreWeave, Inc. Class A Common Stock (NASDAQ:CRWV)’s IPO comes just as investors look towards an era of increased deal-making and deal with the impact of tariffs on the US economy. Cramer and his co-host David Faber pointed out before the IPO that CoreWeave, Inc. Class A Common Stock (NASDAQ:CRWV)’s GPUs might lose value due to depreciation. As the shares went public, here’s what Cramer said:
“[On GPUs being valuable after depreciation] Right, I mean you do a straight line depreciation on a building you get to the end of the, maybe still worth something. That’s what you have to say. Now I thought that was important. But just as important is a piece by DA Davidson today. And this is, this plus a note in The Information about. . .things are over priced. This is a very damming thing. And I really want to preface it by saying, not only do I not believe in this, but I think it’s also illegal. Uh, DA Davidson is saying that, NVIDIA created CoreWeave in order to apply competitive pressure on its largest customers and create artificial scarcity which makes it much more concerning. A vast majority of CoreWeave revenue comes from Microsoft, Meta, and NVIDIA. So, you get, NVIDIA gives you money, that’s what happened in the deal. And then you give back to NVIDIA, you buy chips.”
“So you have to wonder whether this doesn’t trigger an investigation which I don’t think it should. But [inaudible] all the lazy Susan deal, which the government used to frown upon. I give you money, you come back and you buy something.”
“Now, the illegal part of it, just so we know, that I would say could be illegal, this is, I think this Davidson piece is completely wrong. Is the idea that NVIDIA created CoreWeave to do that. CoreWeave was created by a couple of guys who were doing Bitcoin mining, they then moved in to buy these things and becoming really unbelievable at installing. . .to say that NVIDIA created these things, I think is not fair and not true. And that’s my problem with this note.”
10. SAP SE (NYSE:SAP)
Number of Hedge Fund Holders In Q4 2024: 27
SAP SE (NYSE:SAP) is the largest enterprise resource planning software provider in the world. Despite this, Cramer rarely discusses the stock perhaps due to its foreign roots. SAP SE (NYSE:SAP)’s shares depend on economic activity as it increases the budgetary room for businesses to spend on its software. The shares are up by 11.56% year-to-date with the stock having gained 41% over the past year on the back of AI-fueled revenue growth. Cramer mentioned SAP SE (NYSE:SAP) in the broader context of the impact of government spending on businesses:
“[On how DOGE is impacting companies that provide government with services] Right, that’s the ServiceNow issue, that’s the ServiceNow issue, they have the most of the government. SAP issue. Oracle on Friday, absolutely.”
9. Rocket Companies, Inc. (NYSE:RKT)
Number of Hedge Fund Holders In Q4 2024: 30
Rocket Companies, Inc. (NYSE:RKT) is a software company that caters to the needs of the real estate industry. The firm provides software for lending, appraisal, home search, and other activities. Rocket Companies, Inc. (NYSE:RKT)’s shares are up by 28% year-to-date as the firm benefits from a strong earnings report and an acquisition announcement. Cramer believes that the company is benefiting from an increased tendency among businesses to benefit from a changed regulatory environment. Here’s what he said about Rocket Companies, Inc. (NYSE:RKT):
“Well I think that’s another deal. They bought Redfin, these guys like to buy.”
“[On how they like to be end-to-end] Yes. And they’re using the. . FTC to be able to . . .”
“I think they’re brilliant. I think they’re taking advantage of new regime, which is you know you get in front of the FTC, there is no. . .you know the FTC’s kind of in a bind there, because we have a lame duck, I don’t know where did those guys go? The new guys don’t seem to be as concerned about the anti trust as the old guys.”
8. Federal Realty Investment Trust (NYSE:FRT)
Number of Hedge Fund Holders In Q4 2024: 32
Federal Realty Investment Trust (NYSE:FRT) is a real estate investment trust that focuses on retail properties. As a result, its stock is. more sensitive to consumer spending and economic activity than other REITs. Federal Realty Investment Trust (NYSE:FRT)’s shares have lost 9.7% year-to-date as the firm missed its consensus full-year profit guidance. Here’s what Cramer said about Federal Realty Investment Trust (NYSE:FRT):
“But I’ll tell you, Federal Realty, positive, always been positive about it. They’ve got a big mall outside, well it’s actually it’s a shopping center. That’s what they do. The malls are [inaudible] property. And I’m seeing downgrades of that, even though in the height of the 2007-2009, Don Wood, the excellent CEO got through that. But now I’m being told that you know listen you can’t own that because he’s got a big property near Washington. And, again, okay, you wanna sell it? You want to bet against him? I don’t want to bet against him. I don’t. I’d rather bet with him.”
7. Mr. Cooper Group Inc. (NASDAQ:COOP)
Number of Hedge Fund Holders In Q4 2024: 38
Mr. Cooper Group Inc. (NASDAQ:COOP) is a diversified mortgage company that manages and originates loans. Consequently, the stock’s performance depends on interest rates and activity in the real estate sector. However, Mr. Cooper Group Inc. (NASDAQ:COOP)’s shares are up by a strong 43.7% year-to-date. The stock soared by 29% between late March and early April as Rocket Companies announced that it was acquiring the firm. Here’s what Cramer said about the deal:
“Well I think that’s another deal. They bought Redfin, these guys like to buy.”
“[On how they like to be end-to-end] Yes. And they’re using the. . FTC to be able to . . .”
“I think they’re brilliant. I think they’re taking advantage of new regime, which is you know you get in front of the FTC, there is no. . .you know the FTC’s kind of in a bind there, because we have a lame duck, I don’t know where did those guys go? The new guys don’t seem to be as concerned about the anti trust as the old guys.”
6. Moderna, Inc. (NASDAQ:MRNA)
Number of Hedge Fund Holders In Q4 2024: 44
Moderna, Inc. (NASDAQ:MRNA) is a biotechnology company whose shares have been unable to catch a break ever since the coronavirus pandemic ended. The firm’s shares are down by 73% over the past year, and they haven’t caught a break in 2025 either as they have lost 33.8% year-to-date. Moderna, Inc. (NASDAQ:MRNA)’s stock was hit again in March after an FDA official retired. Cramer commented on the development in detail:
“[On MRNA being down after an FDA official resigning] I found that this was really extraordinary. Dedicated official. Obviously gonna be fired or has to leave. Has favored MRNA. MRNA had been part of the discourse to be able to . . .personalized cancer vaccines. If that’s halted. Then I think that you would question the worth of Moderna. David, Moderna. . .problematic. Problematic. . . “
5. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders In Q4 2024: 45
Ford Motor Company (NYSE:F) is a major American car manufacturer whose been the subject of several of Cramer’s shows this year. Before President Trump’s tariffs made headlines, the TV show host explained that Ford Motor Company (NYSE:F) is in a tricky position as it has had to deal with extensive warranty costs. With the tariffs making an increasing appearance on the news, he advised viewers to reconsider buying the stock. Here are his latest comments about Ford Motor Company (NYSE:F):
“Right and we know that the, at one point, President Biden’s people’s said they’re not gonna allow higher oil and gas. I mean, we are in a market economy, you can’t do that. I mean you could make an edict which says a certain law firm couldn’t go to a courthouse. I don’t know if you can make an edict which says Jim Farley is not allowed to raise prices.”
4. Agnico Eagle Mines Ltd (NYSE:AEM)
Number of Hedge Fund Holders In Q4 2024: 53
Agnico Eagle Mines Ltd (NYSE:AEM) is a Canadian mining company that has started to become a regular feature on Cramer’s morning show. The firm’s shares have gained 30% year-to-date as they have benefited from global economic uncertainty and the rise in demand for gold. In his previous comments, he praised Agnico Eagle Mines Ltd (NYSE:AEM) and quoted its CEO as being optimistic about gold. Here are Cramer’s latest thoughts:
“Wow, I tell you, Agnico Eagle’s terrific. If you wanna go there. That’s the best one. I like that very much. Oh just crushing it and a really well run company. And by the way, not in bad areas, bad areas mean not dangerous areas.”
3. Dollar General Corporation (NYSE:DG)
Number of Hedge Fund Holders In Q4 2024: 53
Dollar General Corporation (NYSE:DG) is a discount retailer whose shares have struggled in today’s inflationary environment. While it would seem counterintuitive at first, the firm has struggled because mega retailers like Walmart and Costco have managed to capture low-budget shoppers by offering competitive prices. Cramer’s previous comments about Dollar General Corporation (NYSE:DG) have wondered whether the narrative of competition from Walmart holds water. Here are his latest remarks:
“[On MS commenting that lower income buying rates at Walmart, Dollar General going down] They are are going down. I am concerned about Walmart’s quarter. But the stock has reflected some decline. I am concerned about people who go to the dollar stores. Because when you look at the average. . .you don’t end up being as a good a bargain as you may think. That’s been my experience. Was the Dollar Tree stores do not represent. . . by the way, Family Dollar, jeez you know for years they told me it was good.”
2. Airbnb Inc (NASDAQ:ABNB)
Number of Hedge Fund Holders In Q4 2024: 54
Airbnb Inc (NASDAQ:ABNB) is a technology company that enables travelers to rent out properties. Like other stocks, the shares have struggled in Q1 due to the impact of potential economic headwinds on the travel industry. Airbnb Inc (NASDAQ:ABNB)’s shares have lost 24% since mid-February after having gained 14.5% after the firm’s latest earnings report. Cramer has long complained about the downturn in travel stocks impacting the firm’s shares. Here’s what he said about Airbnb Inc (NASDAQ:ABNB):
“Well, I know that there’s a lot of questions about going out to dinner and going out to dinner, the restaurants that charge too much, not good. The travel boom. Many people feel is over. . .if it’s the airlines, AirBnb has still held up relatively, but Marriott has started to come down. This group is rolling over, but it’s a little self-fulfilling in the sense that you know David, once you get, one of them down, people just say I’m getting out all of them.”
1. Dollar Tree, Inc. (NASDAQ:DLTR)
Number of Hedge Fund Holders In Q4 2024: 64
Dollar Tree, Inc. (NASDAQ:DLTR) is a discount store retailer whose shares have gained a modest 1.94% year-to-date. The gains have come primarily on the back of a 26% gain since mid-March. Dollar Tree, Inc. (NASDAQ:DLTR)’s shares have benefited from several catalysts such as the firm’s decision to sell its Family Dollar stores and an all-around fiscal fourth-quarter earnings beat. Here is what Cramer said about Dollar Tree, Inc. (NASDAQ:DLTR):
“[On MS commenting that lower income buying rates at Walmart, Dollar General going down] They are are going down. I am concerned about Walmart’s quarter. But the stock has reflected some decline. I am concerned about people who go to the dollar stores. Because when you look at the average. . .you don’t end up being as a good a bargain as you may think. That’s been my experience. Was the Dollar Tree stores do not represent. . . by the way, Family Dollar, jeez you know for years they told me it was good.”
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