Jim Cramer’s Latest Portfolio: Top 10 Stocks to Watch

3. Walt Disney Co (NYSE:DIS)

Number Of Hedge Fund Investors: 108

Jim Cramer in a latest program on CNBC recommended investors to buy Walt Disney Co (NYSE:DIS) on the back of strong travel and leisure demand.

“You need someplace to go, don’t you? I keep hounding you to buy Disney stock because it’s doing so well, yet all people seem to care about is some weak link in the cable business, which I think is going to pick up sooner or later. Anyway, theme parks—yes, they are expensive, but that doesn’t seem to stop people from going.”

Disney reported decent quarterly results last month. Its Direct-to-Consumer streaming segment achieved profitability for the first time in 3Q24 and continued raking in profits in the latest quarter. Disney expects operating income growth of 6-8% for the Experiences segment in FY25.