What Did Jim Cramer Say About These 19 Stocks Recently?

1. The Boeing Company (NYSE:BA)

Number of Hedge Fund Holders: 113

Cramer ended the show by discussing the impact of tariffs on The Boeing Company (NYSE:BA):

“If this 50% tariff gets implemented, it’s going to get passed on to you. Cars, trucks, planes will all get more expensive because we have no choice. We can’t get enough aluminum from anywhere else; it doesn’t work. So prices must go up for the vehicles of every major auto company, including the one you buy. And how would Boeing, which builds planes mostly out of aluminum, handle it? I have no idea. 70-80% of their planes are aluminum-based.”

Sound Shore Management stated the following regarding The Boeing Company (NYSE:BA) in its Q4 2024 investor letter:

“The Boeing Company (NYSE:BA): A detractor for the period was global aerospace leader Boeing. We were able to purchase the stock at a prospective 10% free cash flow yield on a normalized scenario. Over the past couple of years the stock rebounded from operational challenges and had surged on improved free cash generation from increasing order activity, driven by global demand for aircraft. It was one of our best performers in the fourth quarter of 2023 after its November plane deliveries increased. When additional manufacturing issues surfaced in January 2024, we believed it would push restructuring efforts back enough to warrant a review by our team. Reacting quickly, we sold our position at a gain in the first quarter, albeit less than before the news.”

While we acknowledge the potential of BA 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 BA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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