We recently published a list of Jim Cramer’s Game Plan: 15 Stocks to Watch. In this article, we are going to take a look at where Johnson & Johnson (NYSE:JNJ) stands against other stocks that Jim Cramer discusses.
On Friday, Mad Money host Jim Cramer outlined what investors should focus on in the week, especially pointing to earnings reports from major banks.
“Rumor, innuendo, intrigue these are the stuff of great novels, of fabulous miniseries, riveting plays, and now they’re the stuff of the stock market.”
READ ALSO: Jim Cramer Discussed These 12 Stocks and 10 Stocks on Jim Cramer’s Radar Recently.
He noted the chaotic nature of the current environment and remarked that “this tape has it all,” and emphasized how unpredictable developments from the White House have added to the turbulence. Cramer noted that information is being released constantly, through press conferences, posts on Truth Social, or casual remarks, and that each has the potential to move vast sums of money across asset classes.
“Trillions of dollars in and out of bonds, of currency, of gold, of crypto,” he said, all based on impulsive statements. He pointed out the sheer volume of contradictions in the news cycle and stressed, “Except this isn’t an eight-part blockbuster, it’s our money.” Cramer lamented how even social media activity, like tweets, can trigger massive swings in the markets. He noted that Friday’s market action felt like it was shaped entirely by this dynamic.
Cramer questioned whether the market might be in the process of forming what he called a “liberation day bottom,” a moment when selling pressure finally ends because investors feel that all the bad news is out. But he acknowledged the uncertainty of that theory as he said, “Not sure, I’m just not sure.” He added:
“Have you ever noticed the weekends don’t provide relaxation anymore because the president’s got advisors? He’s got to put people out. He wants to tweet. He’s got meetings. No relaxation time, no downtime…. Monday’s trading, well, let’s just say that it looks like that it’s earning season so it’s gonna be even harder than usual.”
Our Methodology
For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 11. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.
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).
Johnson & Johnson (NYSE:JNJ)
Number of Hedge Fund Holders: 98
Discussing drug stocks, Cramer mentioned Johnson & Johnson (NYSE:JNJ) and discussed:
“The drug stocks have been having a huge conundrum, right? I mean they have danced to the tune of a new FDA, which falls under the purview of a different kind of guy, RFK Jr. at Health and Human Services. He’s not exactly pharma-friendly. Meanwhile, they’re supposed to be manufacturing all their drugs here or else they’ll be hit with big tariffs.
Vaccines are no-nos, at least allegedly. Monkeys are not to be used for testing anymore. It should be used, AI should be used. And in the case of Johnson & Johnson, reports Tuesday morning, we get an update on the firm’s legal strategy against those suing the company for cancer that was allegedly caused by J&J’s baby talc powder. This stock has been stuck in a range forever. It’s a wild one, but at least it’s not in a perpetual downturn like some of the other pharma companies. I think it could reverse course and break out as long as we get some big news on any new drug. And by the way, it has a lot of great drug franchises, more than almost every other one.”
Johnson & Johnson (NYSE:JNJ) is a healthcare company engaged in researching, developing, manufacturing, and marketing a broad range of medical products.
Overall, JNJ ranks 4th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of JNJ as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than JNJ but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
