In this piece, we will look at the stocks Jim Cramer recently discussed.
In his appearance on CNBC’s Squawk on the Street on Friday as markets were crashing for the second consecutive day, Cramer commented that China’s decision to announce reciprocal tariffs meant that the world was in a tit-for-tat environment. He outlined:
“Well, I think we are in a tit for tat environment. I think that when you look at what they are gonna bang us first, it’s gonna be ag. It won’t feel that much and the President and Congress will give them checks cause that’s what we do as a country and we’ve done since 1933. I do think away from that it’ll be technology. Or either starting some investigations that are bad.”
Cramer also believes that the situation was poorly handled. He has long supported tariffs against America’s trading partners as he believes that American companies are unfairly restricted from selling their goods worldwide. However, he commented that “we can go further deep into how poorly we’ve handled this situation. And I’m happy to do that. I think that it’s very disappointing, for us who would favor fair trade and tariffs. We’re still struggling with what exactly they were doing. Uh, for a position that I’ve long since held that could have been great. The botching of it is quite extraordinary.”
One of Cramer’s most stunning remarks during the show came when he wondered whether the selloffs on Thursday and Friday were leading to something more diabolical. The full remarks deserve to be quoted:
“Okay so on Wednesday, October 14th, I don’t know if I have to mention the year, Dow was down 3.8%. On Thursday, October 15th, the Dow was 2.4%. On Friday, October 16th, the Dow fell 4.6%. On Monday, the Dow fell 22.6%. That’s where were are unless the President changes course. That’s called a Black Monday, that’s called a 1987. I think that’s a very good analogy. The other one’s with the April 2000, and then maybe March of 2020. Those are the good ones. The good ones are, I was hoping for a good one. But the best I can come up with is April 2020 when there was, March 2020 when we, that was of course one of the worst declines. But then, the April 2000 and the big switch out of tech and into Bristol Myers and Coca-Cola, that works too. Not initially, but that one works.”
Like all of us, Cramer’s co-host Carl Quintanilla was also stunned. He asked Cramer if he was warning about a true market crash. In response, Cramer added that if “you bottom fish Thursday and if you bottom fish Friday in 1987, you slept with the fishes on Monday.”
Reiterating the familiarity of the current situation with the Black Monday crash, Cramer also shared some positives and potential actions by the government to avoid a similar situation. He outlined:
“Well I mean look, a lot of people are in disbelief and don’t think that Peter Navarro, who for instance is a very fine man or Bessent wouldn’t go in, maybe Lutnick, wouldn’t go to the President and say look, we don’t really want a crash. You don’t wanna be as hard line. Maybe you do a TikTok deal, maybe you say look, but here’s a way to cure things. Which was the way that [Jensen Huang’s GPU company] did with Taiwan, but they could have a crash, I don’t see why not. Why would you buy stocks? What is the. . .I mean look, and truly, if you waited one year, if you waited till October of 1988, almost every stock that you sold at 87, you were up one if you held it. But now, in 2007, it took you five years. So it’s a longer case. Now, against that, I mean there’s some good things. The ten year’s at 3.9, oil’s at 60, uh, you have a chance to, we have good employment. So those are what makes it feel like it could be just 2020 or could be just 2000. And 2000 was a tech bubble. Now we do have real tech. AI’s real. Uh, and, that could be delayed by this. But I think that they have to be a little more thoughtful about what’s going on.”
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 April 4th.
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).
10. PVH Corp. (NYSE:PVH)
Number of Hedge Fund Holders In Q4 2024: 28
PVH Corp. (NYSE:PVH) is an apparel company primarily known for its clothing brand Tommy Hilfiger. While its shares fell by 15.7% during Thursday’s selloff due to recessionary fears, they recovered some of the losses by gaining 3.2% on Friday. In his previous remarks, Cramer has shared that PVH Corp. (NYSE:PVH) is part of a broader pessimism surrounding retail stocks. Here are his latest comments:
“PVH had a great quarter. I don’t even have to mention how that’s ridiculous.”
9. Restaurant Brands International Inc. (NYSE:QSR)
Number of Hedge Fund Holders In Q4 2024: 31
Restaurant Brands International Inc. (NYSE:QSR) is one of the biggest restaurant chains in the world. It owns well-known brands such as Tim Hortons and Burger King. The shares fell by 6% during Friday’s selloff as investors were worried that the firm might suffer from retaliatory actions against American companies particularly due to Chinese retaliatory tariffs. However, while some American firms suffer from high input costs due to tariffs, Restaurant Brands International Inc. (NYSE:QSR) isn’t that exposed. Cramer’s comments were made in this context:
“You know someone recommended today, the Burger King stock . . .QSR, and you know I’m not, it’s not what I’m in favor of to go to those stocks but that’s what you have to do.”
8. The Gap, Inc. (NYSE:GAP)
Number of Hedge Fund Holders In Q4 2024: 39
The Gap, Inc. (NYSE:GAP) is a well-known American apparel company. It is somewhat of a regular feature on Cramer’s morning and evening shows, and the TV show host has focused on The Gap, Inc. (NYSE:GAP)’s turnaround efforts. In his previous remarks, Cramer has shared that the firm’s latest financials merit a higher valuation. The stock dipped by a whopping 20.3% on Thursday but gained 7.2% on Friday. Here’s what Cramer said about The Gap, Inc. (NYSE:GAP) on Friday:
“They [Trump administration] can go in, to a company, I don’t know, Gap, which has fallen into the gap, and say that Gap you know what, you’ve done everything right, you did Vietnam, and you know what, we are going to offer you a path, let’s build factories along the border in Texas. And then you have Mr. Dickson say you know what I’m breaking ground. Give me land, federal land, you’ve got federal land, I’m breaking ground. There!”
7. Williams-Sonoma Inc. (NYSE:WSM)
Number of Hedge Fund Holders In Q4 2024: 40
Williams-Sonoma Inc. (NYSE:WSM) is a retailer that sells products such as furniture, furnishings, and other associated items. As a result, the stock is heavily dependent on consumer spending. The link with consumer spending meant that Williams-Sonoma Inc. (NYSE:WSM)’s shares sunk by 16% on Thursday. However, like some other stocks, the shares also gained on Friday and closed a modest 2% higher. As the day’s trading started, here’s what Cramer said:
“You know I look at Williams Sonoma that’s getting killed.”
6. Ralph Lauren Corp (NYSE:RL)
Number of Hedge Fund Holders In Q4 2024: 43
Ralph Lauren Corp (NYSE:RL) is a high-end apparel retailer whose shares stood their ground last year due to its affluent consumers being resistant to inflation. However, 2025 has been a rough year for Ralph Lauren Corp (NYSE:RL) as the shares are down by 14.7% year-to-date. In his previous remarks, Cramer has commented that the share price drop is unwarranted. Here are his latest remarks about Ralph Lauren Corp (NYSE:RL):
“Patrice Louvet does a fantastic job. Ralph Lauren that getting killed.”
5. The Kraft Heinz Company (NASDAQ:KHC)
Number of Hedge Fund Holders In Q4 2024: 43
The Kraft Heinz Company (NASDAQ:KHC) is one of the largest food companies in America. It spent most of 2024 struggling with inflation-driven demand reduction. During the Thursday and Friday selloff, The Kraft Heinz Company (NASDAQ:KHC)’s shares dipped by a modest 1.5%. In his previous comments about the firm Cramer has been blunt in stating that the firm has no growth. Here are his latest remarks about The Kraft Heinz Company (NASDAQ:KHC):
“One of the reasons I say this is because let’s say you try to go to safety, so you pick a Kraft Heinz, got a really nice yield. Well this morning, Citi comes out and says, sell it. It’s a share loser. It is in trouble on many different, on margin issues. And it can’t find a way and then I would throw in GLP-1s because it’s not exactly like they’ve got this incredible lineup of things that are good for you. So this is the dilemma of the market. Can you pull out of a terrific company like an Arm Holdings and AMD, and go into this recognizing you’re going and sacrificing all your growth.”
4. Barrick Gold Corporation (NYSE:GOLD)
Number of Hedge Fund Holders In Q4 2024: 44
Barrick Gold Corporation (NYSE:GOLD) is one of the largest gold companies in the world. Its shares sank by 8.8% on Friday primarily due to worries about American firms being exposed abroad. Year-to-date, Barrick Gold Corporation (NYSE:GOLD)’s shares are up by 10.6% as economic uncertainty has driven up the demand for gold. Cramer’s also shared that gold is doing well, and pointed to gold’s recent price gains as evidence of it being an ultimate store of value when compared to Bitcoin. Here’s what he said about Barrick Gold Corporation (NYSE:GOLD):
“I had Dr. Mark Bristow last night from Barrick and gold’s been fabulous. It’s very hard you know gold going less than 1% is found each and it’s really proving to be that store hold of value.”
3. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders In Q4 2024: 45
Ford Motor Company (NYSE:F) is a mega-American car manufacturer and is a regular feature of Cramer’s morning show. Before the tariffs were announced, Cramer had cautioned viewers against buying the shares due to supply chain constraints. He has also pointed out that Ford Motor Company (NYSE:F) has struggled with inventory problems. On Thursday, he linked the firm’s auto demand to the Fed’s decision to cut rates. Here are his latest remarks about Ford Motor Company (NYSE:F):
“Well look with all due respect to the President, there’s this gap. And that’s what I’m concerned about. It’s the gap, which, you have a Jim Farley trying to do the right thing. Mary Barra, trying to do the right thing. Just have this period where they can’t build it there that quickly. I think that they need help or they need a path.”
2. Dow Inc (NYSE:DOW)
Number of Hedge Fund Holders In Q4 2024: 48
Dow Inc (NYSE:DOW) is one of the biggest chemical companies in the world. It was one of the worst-hit stocks on Friday as the shares dipped by 10.4%. Between Thursday and Friday, the shares sunk by 19%. Dow Inc (NYSE:DOW) was particularly hard hit as China is the firm’s second-largest market. As the shares fell on Friday, here’s what Cramer said:
“These companies you have to go case by case. I think that, when I look at what happened with Dow today, there are a lot of companies, you know lot of. people said that Dow’s in trouble. Dow Chemical. But they’re down two. And the yield’s 9.5 and now I’m starting to worry about the yield. A lot of people were in that for a six, seven yield. That worries me. I’d love to speak to Jim Fitterling but they’re turning out to be luckless. . .”
1. Nucor Corporation (NYSE:NUE)
Number of Hedge Fund Holders In Q4 2024: 51
Nucor Corporation (NYSE:NUE) is the largest steel manufacturer in America. Cramer has discussed the stock several times this year and has remained bullish about the firm. He believes that Nucor Corporation (NYSE:NUE) has suffered due to cheap Chinese steel flooding the American markets. More recently, he advised viewers to sell the shares if Nippon Steel succeeds in buying US Steel. Here are his comments during Friday’s tariff selloff:
“I got concerned about Nucor bought back a lot of stock high. I mean buybacks, if not done with precision can really make it so that you don’t have enough cash. But Nucor’s a great company.”
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