Jim Cramer and Billionaire Steven Cohen Love These Stocks

Jim Cramer is widely followed by ordinary investors. He is a former hedge fund manager and the host of CNBC’s Mad Money today. On the TV show, Cramer shares his views on publicly traded companies with his audience, helping many people make their own investments. Cramer also has a charitable trust and purchases many of the stocks he recommends for the trust. Steven Cohen, one of the legendary traders, is currently ranked as the 35th richest man in America with an estimated net worth of $9.3 billion. Cohen started SAC Capital Advisors in 1992 with $20 million. Today, the fund manages more than $15 billion. The flagship fund of SAC Capital is up about 8% through the end of November last year.

Jim Cramer

Below we compiled a list of stocks both Jim Cramer and Steve Cohen are bullish about. All stocks are in Cramer’s charitable trust as of January 11, 2012 and Cohen invested at least $10 million in these stocks at the end of September 2011. The “Cohen” column indicates the value of the stock (in thousands), and the “Cramer” column indicates the number of shares of the stock Cramer’s charitable trust owns.

Company Name Ticker Cohen Cramer
YUM BRANDS INC YUM 134641 500
APPLE INC AAPL 99527 200
E N S C O PLC ESV 74765 2100
SCHLUMBERGER LTD SLB 50672 400
EATON CORP ETN 30356 300
ORACLE CORP ORCL 30040 3100
BROADCOM CORP BRCM 23860 500
EXPRESS SCRIPTS INC ESRX 22820 1300
SANOFI AVENTIS SNY 14748 2600
FREEPORT MCMORAN FCX 10674 800

The largest position in Cohen’s portfolio at the end of September is Yum Brands Inc (YUM), in which SAC Capital invested $135 million. During the third quarter, SAC boosted its YUM stakes by 20%. Cramer’s charitable trust also owned 500 shares of YUM, which is worth about $30000. The stock has a market cap of $27.6B and a P/E ratio of 23.53. It returned 22.13% since the end of the third quarter, versus 14.84% for SPY in the same period. Stephen Mandel’s Lone Pine Capital also had $100+ million invested in YUM at the end of September. Eric Mindich didn't make any changes to his $135 million position in YUM Brands. The largest position in YUM belongs to Mason Hawkins, with $922 million invested at the end of the third quarter.

The biggest position in Cramer’s trust on the list above is ENSCO Plc (ESV), an offshore contract drilling company. As of January 11, 2012, Cramer’s charitable trust owns 2100 shares of ESV shares, which is worth about $100,000. Cohen’s SAC Capital also reported to own $75 million worth of ESV at the end of the third quarter. ESV has a market cap of $11.08B and a P/E ratio of 10.98. It returned 19.67% since the end of the third quarter, beating the market by nearly 5 percentage points. David Einhorn’s Greenlight Capital also had $187 million invested in ESV shares at the end of September.

Cramer and Cohen are also bullish about Apple Inc (AAPL), Schlumberger Ltd (SLB), Eaton Corp (ETN), Oracle Corp (ORCL), Broadcom Corp (BRCM), Express Scripts Inc (ESRX), Sanofi Aventis (SNY), and Freeport McMoRan Copper & Gold (FCX). We like Cramer and Cohen. We believe that by focusing on the stocks that both of them love, investors are more likely to outperform the market in the long term.

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