Jim Cramer in a latest program on CNBC talked about the latest signs of de-escalation in trade wars between the US and China and told investors that even bear market rallies could be a positive sign. Cramer, however, believes the US government has yet to give any clarity on its policies on China.
“There’s a great misunderstanding about how real recoveries get started. They always start as bear market rallies, for heaven’s sake. They’re rarely based on hard facts. When you get this kind of rally, it doesn’t happen because someone gave you the green light to start buying. You don’t get a statement from the president that the trade war is over and everything’s back to normal.”
In addition to positive reports on the US-China tariff front, Cramer also mentioned the latest reports on President Trump’s stance on Fed Chair Jerome Powell, saying that the possibility of Trump firing the central bank chief seems to be “off the table.”
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 Jim Cramer recently talked about during his latest programs on CNBC. With each stock, 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. AMC Entertainment Holdings Inc (NYSE:AMC)
Number of Hedge Fund Investors: 16
Jim Cramer in a latest program on CNBC recommended investors to stay away from AMC Entertainment Holdings Inc (NYSE:AMC):
“The answer is that they should have reorganized by now and they haven’t. They have way too much debt. I want you to stay away from that one.”
9. On Holding AG (NYSE:ONON)
Number of Hedge Fund Investors: 35
Jim Cramer was recently asked about On Holding AG (NYSE:ONON). He recommended investors wait for a pullback to buy the stock amid tariffs.
“We have liked On Holdings for some time. We actually started liking it in the 30s. We’ve had— we’ve been following the company multiple times. It is a high-multiple stock, same multiple around as Chipotle. I want you to buy the stock, yes, but I want you to let it come in first, because the market’s going to be looking a little peaked—off of these, frankly, off of the very high tariffs that many people weren’t expecting. But if you watch our show, you know they were coming.”
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. Enphase Energy Inc (NASDAQ:ENPH)
Number of Hedge Fund Investors: 38
Jim Cramer in a latest program recommended investors to avoid Enphase Energy Inc (NASDAQ:ENPH) because of the policies of President Donald Trump.
“Sell out and buy Capital One, or hang on for any good news in Enphase? No—sell out and buy Capital One. There will be no good news in Enphase, because you know why? It’s not a company that the president wants to see do well. It means nothing to him. Nothing.”
7. American Express Co (NYSE:AXP)
Number of Hedge Fund Investors: 62
A caller recently asked Jim Cramer whether she should hold and buy more American Express Co (NYSE:AXP). Here is what Cramer said:
“You do because Stephen Squeri (AXP CEO) is incredible. I think it’s one of the great franchises of all time, and I’ve studied its 150 years. I think these guys—this is one of America’s great companies.”
GreensKeeper Asset Management stated the following regarding American Express Company (NYSE:AXP) in its Q1 2025 investor letter:
“Our second largest contractor in the quarter was American Express Company (NYSE:AXP). AXP finished 2024 on a strong note, with earnings growing 23% for the year. While provisions for credit losses increased, reflecting a more cautious credit outlook, net write-off rates remained below historical averages, indicating strength in the underlying credit quality. AXP remains well-capitalized, and its affluent customer base is expected to fare better than the general economy in the coming months. However, the stock was not cheap, and we trimmed our position in Q1.”
6. TJX Companies Inc (NYSE:TJX)
Number of Hedge Fund Investors: 63
Talking about winners and losers in the latest tariff wars, Jim Cramer said that TJX Companies Inc (NYSE:TJX) will benefit from tariffs. Here is how he explained his case for the off-price retailer:
“TJX is the principal beneficiary because everyone’s going to take in a lot of inventory because they’re trying to get it in fast and then they won’t be able to sell everything. So then they give it to TJX. That is what I call a winner.”
ClearBridge Growth Strategy stated the following regarding The TJX Companies, Inc. (NYSE:TJX) in its Q1 2025 investor letter:
“Two newer positions also held up well: uniform and workplace products provider, Cintas, and off-price apparel retailer, The TJX Companies, Inc. (NYSE:TJX). TJX also put up a high-quality beat and has become a relative safe haven for investors amid elevated recession fears. The company has historically benefited from trade-down and inventory availability during periods of weaker consumer spending.”
5. Bristol-Myers Squibb Co (NYSE:BMY)
Number of Hedge Fund Investors: 70
Jim Cramer in a latest program on CNBC said that he likes Bristol-Myers Squibb Co (NYSE:BMY) more than Merck because of the company’s schizophrenia drug:
“I’m going to say something that could get me in trouble, but I, I like the market at this level. I really do. But I’ve got to tell you, and Michael, you know I play it straight, I like Bristol Myers a lot more—BMY. I like it a lot more because the schizophrenia drug is on the come.”
