Jim Cramer Was Talking About These 10 Stocks Amid Tariff Chaos

3. AerCap Holdings N.V. (NYSE:AER)

Number of Hedge Funds Investors: 68

A caller recently asked Jim Cramer about aviation leasing company AerCap Holdings N.V. (NYSE:AER). Cramer recommended the stock and praised the company’s management.

“It’s a winner. I think you should buy it. I really like it. I love management.”

O’keefe Stevens Advisory stated the following regarding AerCap Holdings N.V. (NYSE:AER) in its Q4 2024 investor letter:

“AerCap Holdings N.V. (NYSE:AER) performed well in 2024 due to a robust secondary market for used aircraft stemming from supply shortages. Throughout 2024, the stock rose steadily, finishing the year up 29.8%, while initiating its first dividend in May. Our thesis remains unchanged as secondary transactions occur at significant premiums to carrying values. We are most excited that lease renewals signed in 2023-2024 will finally impact results, improving profitability. We expect AerCap to compound book value in the mid-teens over the next several years. We expect another year of above-average returns as the stock trades at tangible book value, 7.5 times our 2025 EPS estimate, and optionality related to Russian insurance claims.”