We recently published a list of Was Jim Cramer Right About These 13 Stocks? In this article, we are going to take a look at where GE Aerospace (NYSE:GE) stands against other stocks that Jim Cramer discussed.
In the most recent episode of Mad Money, Jim Cramer shared his thoughts on how the government’s approach to tariffs could play a crucial role in sustaining the stock market rally. Cramer expressed satisfaction with the current direction of policy.
“There’s what happened two weeks ago, two Thursdays ago, more accurately when the stock market official went into correction mode. Until the market broke down like that, I think the president was perfectly willing to hammer anybody just to get his way.”
“I don’t think he (President Donald Trump) wants to punish good American companies that make things here.”
READ ALSO: Did Jim Cramer Nail or Miss These 14 Stocks?
Cramer explained that he no longer thinks the president wants to harm American companies that manufacture goods domestically. He suggested that the shift in attitude is a relatively new development, and it may signal a more nuanced approach going forward. He noted that with the market’s recovery, it is possible that the conversation around protectionist tariffs will surface once again, but the context might have changed.
Cramer speculated that when the market entered correction mode, President Trump may have been influenced by the pleas from various observers about the damaging effects on stocks of good American companies.
“Here’s the bottom line: At the end of the day, America’s the only country on earth that’s played fair on trade. Everybody else breaks the rules to protect their domestic businesses. That’s hollowed out our industrial heartland. And that dynamic can only change if our government takes a more carrot-and-stick approach. Assuming Trump doesn’t go overboard, that might just be what we’ve got and it means stocks can finally stage a real rally again.”
Methodology
For this article, we compiled a list of 13 stocks that were discussed by Jim Cramer during the episode of Mad Money on April 2, 2024. We then calculated their performance from April 2nd, 2024, market close to March 24th, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q4 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.
Please note that this article mentions Jim Cramer’s previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out.
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).
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GE Aerospace (NYSE:GE)
Number of Hedge Fund Holders: 101
GE Aerospace (NYSE:GE) is the newly renamed aerospace business following GE’s breakup. In that episode, Cramer gave the green light on the stock while highlighting some risks:
“GE Aerospace is basically a pure play on aircraft […] GE is in a dominant position in engines for both narrow body and widebody aircraft which are the top choices for country travel and international flights respectively. They do have a fantastic service division with great cash flow. The only concern here is the company’s exposure to Boeing which seems to have forgotten how to consistently make safe planes. […]
At the end of the day the world is desperate for commercial aircraft and GE makes the best engines […]
Bottom line, both the new GE Aerospace and GE Vernova are worth owning going forward as long as you’re disciplined about building a position. I want you to take your time don’t buy at once. Wait for a pullback before you truly pounce on what I think will be two terrific long-term winners. Ultimately I am giving you my okay to do some buying.”
GE Aerospace (NYSE:GE) has jumped 55.44% since that episode, aligning with Cramer’s view that the business remained a top-tier aerospace play.
On March 14th this year, Cramer was asked if GE Aerospace (NYSE:GE) could take more share from Boeing and Cramer replied with:
“Oh man. Okay… I think the answer is they can take a ton. They, and you have to, you have to buy it and buy it like mad because what’s gonna happen is there’s going to be so much servicing of these planes and that’s where they make their biggest money. And don’t forget, you’re getting Larry Culp who’s one of the greatest executives in America.”
Overall, GE ranks 7th on our list of stocks that Jim Cramer discussed. While we acknowledge the potential of GE 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. If you are looking for an AI stock that is more promising than GE but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
