In this article, we will take a detailed look at Jim Cramer’s Latest Stock Moves: Top 10 Calls.
Jim Cramer in a recent program on CNBC expressed his frustration over the recent market selloff following tariff uncertainties. Cramer said non-US markets are performing well and had something to say to President Donald Trump.
“Remember, this whole situation is manufactured by the Walmart White House because almost every other market around the globe is crushing ours. They’re all doing better than we are. I don’t know who’s advising the president. I know what he is doing is important work, and I am no free trader. I am not even a fair trader. I’m a tariff guy. But I think you can kill more flies with honey right now, and certainly more than nuclear weapons.
Now, the president can roll him back if he wants to, but he generally believes his tariffs are the right thing to do, which is why they’ll probably keep coming with no finesse whatsoever — just brute force. Which I have to tell you, and including you, Mr. President, there are other ways and better ways to get things done.”
READ ALSO 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In
For this article, we picked 10 stocks Cramer recently discussed during his program on CNBC. With each company we have 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. Timken Co (NYSE:TKR)
Number of Hedge Funds Investors: 25
Jim Cramer was recently asked about bearings and power transmission products company Timken Co (NYSE:TKR). The CNBC host said he’s bearish on the stock.
“They’re leaving a bunch of industries that are really slowing down. As much as I like the company very much, I’m going to have to say no to Timkin.”
SouthernSun Small Cap Strategy made the following comment about The Timken Company (NYSE:TKR) in its Q1 2023 investor letter:
“The Timken Company (NYSE:TKR), a global leader in engineered bearings and industrial motion products, was a top contributor again this quarter, reporting 10% organic sales growth and 56% Adjusted EPS growth in the fourth quarter of 2022 compared to the same period the previous year. The company saw growth across most of its end markets and expects a continuation in 2023 with guidance of mid-single digit growth in sales and Adjusted EPS. A secularly growing renewable energy business has also become TKR’s largest end market. Financial flexibility remains adequate with net debt/EBITDA at 1.9x and significant free cash flow expected in 2023, driven by improved working capital and higher earnings. We continue to believe TKR is a durable, niche-dominant company, run by a rational and owner-oriented management team. We would highlight that the company has increasingly become more diversified and higher margin since it spun off Timken Steel in 2014. Despite this increase in quality, the business still trades at a multiple roughly in line with its post-spin valuation. While the investment meets our return hurdle without multiple expansion, we believe a recognition by the market of this increase in quality provides potential upside.”
9. On Holding AG (NYSE:ONON)
Number of Hedge Funds Investors: 35
A caller recently asked Jim Cramer about Crocs. Cramer recommended the investor to buy On Holding AG (NYSE:ONON) instead.
“Crocs, got On Holdings, and you come to me with Crocs? Come on, man, Jake, step up .. Crocs, no, On yes.”
American Century Investments International Growth Fund stated the following regarding On Holding AG (NYSE:ONON) in its Q3 2024 investor letter:
“On Holding AG (NYSE:ONON). The stock performed well, helped by the introduction of new products and a positive price mix. The company has outperformed larger and more mature brands in its peer group like NIKE and Adidas. Demand remained strong across all regions, including Asia as the Chinese market improved.”
8. Autozone Inc (NYSE:AZO)
Number of Hedge Funds Investors: 47
Jim Cramer was recently asked about Autozone Inc (NYSE:AZO) on CNBC. Here is what he said:
“In this type of economy, I love it that they buy back with so much stock. It’s really incredible. I think those guys are fantastic.”
Brown Advisors Global Leaders Strategy stated the following regarding AutoZone, Inc. (NYSE:AZO) in its Q4 2024 investor letter:
“AutoZone, Inc. (NYSE:AZO) is the leading replacement automotive parts retailer and distributor in the US, servicing both the Do-it-Yourself (DIY) and Do-it-for-Me (DIFM) segments of the used car market, a market that is structurally growing as the fleet expands, with a high degree of visibility into future demand of the 6+ year used car cohort, which is AutoZone’s core target market. AutoZone is expanding into the faster growing DIFM market, as well as into Brazil and Mexico. The company’s superior customer outcome is immediate parts availability and the meaningful de-risking of the balance sheets of smaller garages which do not need to hold inventory themselves. It offers a differentiated service for customers based on local availability of parts (“in stock, in market”), quick turnaround speed and advice (including free specialty tool loans so DIY customers can complete necessary maintenance at lower cost but generating enduring loyalty). All this has historically proven difficult to replicate in an e-commerce setting. While there are a small number of large companies operating in this growing market, further consolidation of smaller competitors is expected as leading retailers’ scale (depth and breadth of inventory) and network effects (proximity to customers in immediate need of repair) constitute strong moats. One of the impressive characteristics of the company’s capital allocation is that it has delivered exceptional capital discipline and deployed its cash flow into share buybacks which has reduced the company’s share count by about 85% since 2000.”
7. Sirius XM Holdings Inc (NASDAQ:SIRI)
Number of Hedge Funds Investors: 49
Jim Cramer in a latest program on CNBC recommended investors to “stay away” from Sirius XM Holdings Inc (NASDAQ:SIRI).
“It is related to autos, and autos aren’t selling well right now. And that’s going to be, everyone’s going to know that. I just told it to you right now. Everyone’s going to know that we’re going to stay away from Sirius. It’s just not a serious stock at this point.”
Warren Buffett’s company already owned roughly a third of the satellite radio operator’s shares as of the start of 2025. Berkshire recently purchased another $54 million worth of company shares in February.
Weitz Multi-Cap Equity Fund stated the following regarding Sirius XM Holdings Inc. (NASDAQ:SIRI) in its Q4 2024 investor letter:
“Sirius XM Holdings Inc. (NASDAQ:SIRI) and its predecessor, Liberty SiriusXM, were among the year’s most notable detractors. The merger of SiriusXM and the Liberty holding company was a clear positive but saddled the company with a heightened debt load. Management has outlined achievable plans to retire debt through highly visible savings, beginning in 2025. We increased our holdings in SiriusXM Holdings post-merger.”
6. Colgate-Palmolive Co (NYSE:CL)
Number of Hedge Funds Investors: 54
Jim Cramer in a latest program on CNBC said Colgate-Palmolive Co (NYSE:CL) stock could decline as it’s “not performing well.”
“These two companies, SJM and Colgate, are not performing well, having had suboptimal results. For the market to bottom, J&J needs to return to the 160 level, Smucker to the 110 level, and Colgate to the 92 level, where their ascents began. These companies are not performing well enough to justify their rallies, which have been driven by traders who seem to execute trades without proper strategy. Had the orders been managed differently, this action would not have occurred.”
5. Dell Technologies Inc (NYSE:DELL)
Number of Hedge Funds Investors: 60
Jim Cramer in a latest program on CNBC mentioned some reasons behind the unimpressive stock performance of Dell Technologies Inc (NYSE:DELL).
“Dell Technologies, the iconic maker of personal computers, servers, and storage equipment that I’ve liked for a very long time, has gone from one of the big winners of the AI infrastructure story to a name that just can’t seem to catch a bid, as investors have turned against anything AI-related. Dell servers are the way that many enterprise customers actually get access to NVIDIA’s fancy chips, and their storage products are used in many AI infrastructure stacks. On top of the hardware, the company has a consulting business that basically tells customers what they need as they build out their AI infrastructure. That’s why the stock rallied 90% in 2023 and more than doubled in the first five months of last year, charging all the way up to 180 in last May. Those were house-young times. Since then, though, the stock of this amazing company has been acting terribly. It’s essentially been cut in half, falling back to the low 90s today. Now, initially, there was a period of choppy trading last summer, and after a couple of mixed quarters, well, you know what? That’s what happened. When I covered the stock last September at 110, I told you it was still worth owning. Sure enough, the stock then rebounded to $147 and change in late November. Since then, though, the stock’s really rolled over again, and it’s been trading—well, let’s say it’s been trending lower, how about that? Some of it has to do with the belief that no one’s going to make any money off of AI except Nvidia.”
Over the past one year Dell Technologies Inc (NYSE:DELL) shares are down 19%.
