In this article, we will take a detailed look at 10 Jim Cramer Stocks to Watch This Month.
Jim Cramer recently talked about the market selloff and how years of profits are lost within days when panic hits the market:
“They wipe out these gains pretty easily, don’t they? Just like that, the sellers take away months, if not years, of profits because they want to get ahead of a potential recession. And then they swap into the safety stocks that thrive in a slowdown. Welcome to the world of recession preparation, where it doesn’t matter what prices you get on the sales or the buys as long as they get done.”
Cramer said that while he agrees with the broader tariff policies of President Trump, he does not like the “way” he’s implementing them.
“I don’t think that Trump will start going easier on our trading partners just because the Dow’s been eviscerated. He’s not sacrificing our trade policy on a cross of gold — meaning, of course, higher stock prices. Of course, not many investors saw this coming, and that’s incredible to me. And the shock from Trump’s change in attitude has terrified the moneymen — the big moneymen,” Cramer added.
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 discussed during his programs on CNBC. With each company 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. Whirlpool Corp (NYSE:WHR)
Number of Hedge Funds Investors: 22
A caller recently asked Jim Cramer about Whirlpool Corp (NYSE:WHR). Cramer recommended the investor to move on from the stock.
“I didn’t like that quarter at all, and that stock is very much in the penalty box. It has had a little bit of a bounce, and what I say is move on.”
9. Realty Income Corp (NYSE:O)
Number of Hedge Funds Investors: 23
A caller recently asked Jim Cramer about his thoughts on Sunoco as a safe dividend stock for retirement. Cramer said he likes the stock and also recommended Realty Income Corp (NYSE:O).
“Let me throw in that I like Realty Income now. They boosted the dividend today.”
Earlier in February, Realty Income Corp (NYSE:O) raised its dividend by 1.5%. It’s one of the most popular monthly dividend REIT stocks in the market.
Parnassus Core Equity Fund stated the following regarding Realty Income Corporation (NYSE:O) in its Q3 2024 investor letter:
“Realty Income Corporation (NYSE:O) is poised to benefit from lower interest rates. Because its commercial tenants are mostly on 10-year leases, the stock’s steady dividend stream is attractive in the current environment of slow deceleration in the economy with rates coming down. In this favorable backdrop, the company also continues to execute well.”
8. ADMA Biologics Inc (NASDAQ:ADMA)
Number of Hedge Funds Investors: 25
Jim Cramer was asked about ADMA Biologics Inc (NASDAQ:ADMA) during the Lightning Round segment of his program on CNBC. Here is what he said:
“It does great blood plasma work. My problem is I don’t have a catalyst. I think the stock at 40 times earnings is a little too rich. I would wait for it to come down before I would pull the trigger.”
7. Anheuser-Busch Inbev SA (NYSE:BUD)
Number of Hedge Funds Investors: 26
A caller recently asked Jim Cramer about Anheuser-Busch Inbev SA (NYSE:BUD). The CNBC host recommended the investor to stay away from beer stocks.
“I don’t like the beer business. If I had to do it, I would be in Molson.”
6. Energy Transfer LP (NYSE:ET)
Number of Hedge Funds Investors: 29
Jim Cramer in a recent program on CNBC recommended investors to buy Energy Transfer LP (NYSE:ET) stock.
“Yes, ET is smart. I mean, look, this is how you buy ET. You know, this is a pipeline company. You buy it by the percentage yield. So, it’s got a 7% yield now. You buy some at 8, you buy some at 9. That’s how you buy these stocks. And I’m going to keep stressing that—this is the way to do it.”
Patient Capital Management stated the following regarding Energy Transfer LP (NYSE:ET) in its Q3 2024 investor letter:
“Energy names disappointed in the quarter following commodity prices lower throughout the period. We took the opportunity to add to our highest conviction ideas. We look to names that have idiosyncratic opportunities and are attractive in a variety of different commodity price environments. Many see risk to energy prices over the next year as supply is expected to outstrip demand by 1.3mb/d even before assuming any incremental OPEC supply comes onto the market. With commodities, consensus is rarely right. We assess companies on through cycle returns and normalized prices. From this perspective, we see a handful of attractive opportunities, including Energy Transfer LP (NYSE:ET), Seadrill (SDRL) and Kosmos (KOS).
Our ownership of Energy Transfer began in 2019 with the belief that the limited supply of new pipelines would provide attractive pricing opportunities over the long-term. At the same time, the company was paying us an attractive dividend (10% yield over the period). So far this investment thesis has largely played out, but we continue to see an attractive long-term setup for the name given our belief that natural gas will be a key ingredient to bridge us to a net carbon neutral world.”
5. e.l.f. Beauty, Inc. (NYSE:ELF)
Number of Hedge Funds Investors: 40
Jim Cramer in a latest program on CNBC urged investors not to sell e.l.f. Beauty, Inc. (NYSE:ELF) despite declines.
“Oh my, I got to tell you, down 40%, everyone’s decided that it doesn’t work anymore, it’s got tars, blah blah blah. I am not going to sell tangam down 40%. I am going to buy, but I am not going to sell it. That’s crazy. People hate it. Let’s just wait, wait—don’t bite, not yet.”
Artisan Small Cap Fund stated the following regarding E.l.f. Beauty, Inc. (NYSE:ELF) in its Q3 2024 investor letter:
“Among our top detractors were iRhythm, E.l.f. Beauty, Inc. (NYSE:ELF) and Lattice Semiconductor. E.l.f. Beauty is a cosmetics company that employs a low-price strategy, a sizeable social media presence and rapid speed to market. Its core business aims to replicate existing prestige products at a lower price and recognize new and emerging trends. Its share of the US cosmetics market is around 10%. We expected it would gain more market share in the US and leverage social media to expand into new markets, such as Western Europe, India and Latin America. However, we decided to exit the position due to evidence of decelerating growth. The company and the broader category are experiencing macro-related headwinds and elevated inventory levels at distribution partners. We continue to believe in the long-term outlook and will keep it on our watchlist.”
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