Jim Cramer’s February Portfolio: Top 10 Stocks

1. Eli Lilly And Co (NYSE:LLY)

Number of Hedge Fund Investors: 106

Jim Cramer in a latest program was asked about his thoughts on Viking Therapeutics. He said he prefers Eli Lilly And Co (NYSE:LLY) instead.

“Okay, people think that even if Eli Lilly And Co (NYSE:LLY) stock can’t go up, why would we want Viking Therapeutics? And a lot of people were in it for a takeover. So far, it doesn’t look like that’s materializing, so they’re giving up and they are selling it. I prefer Eli Lilly And Co (NYSE:LLY).”

Madison Sustainable Equity Fund stated the following regarding Eli Lilly and Company (NYSE:LLY) in its Q3 2024 investor letter:

“Alphabet Inc.,Eli Lilly and Company (NYSE:LLY), Qualcomm Incorporated, Microsoft Corporation, and Apple Inc. were the largest detractors. After first half strength, Eli Lilly has traded in a range this quarter, despite dramatically raising revenues and earnings following their second quarter report. There is a lot of noise in the Diabetes-Obesity space as many companies are looking for opportunities to get into the market, which is expected to exceed $100 billion in revenues in 2030. We have not seen any competitor data that would dethrone Novo Nordisk or Lilly but are watching carefully. Manufacturing capacity is a key barrier to entry and Lilly and Novo have locked up capacity for the next several years.”

While we acknowledge the potential of Eli Lilly And Co (NYSE:LLY), our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than LLY but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below. You can also look at the Top 10 AI Stocks That Are Being Monitored By Wall Street and Jim Cramer Discussed These 12 Stocks Amidst The DeepSeek AI Selloff.