In this piece, we will look at the stocks that Jim Cramer recently discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer shared that he believes the President’s plan for America’s growth can work. He also advised viewers not to panic about the court’s decision, which ruled the Trump administration’s tariffs are illegal, since the matter could head to the Supreme Court:
“Yeah well look I don’t want to sell. One of the things that gets you in trouble, is you come out and you say listen, I actually believe the President’s plan for industry. Cause then people say, oh you love the President. . . I’m just saying that I believe it could work. And not to panic because of some Federal Court, because the actual Supreme Court is five to three! People vote around party lines, now maybe Justice Roberts throws us a curveball. But I think that they’d go for it.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on September 2nd.
For these stocks, we also 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. Costco Wholesale Corporation (NASDAQ:COST)
Number of Hedge Fund Holders In Q2 2025: 91
Costco Wholesale Corporation (NASDAQ:COST)’s shares are up by 3.2% year-to-date but have lost 1.7% over the past month. The recent under-performance comes on the back of a 5.3% drop in August. However, Cramer continues to be a Costco Wholesale Corporation (NASDAQ:COST) fan and reiterated his opinion that the firm does its best to ensure low prices for consumers:
“Look I’ve always said the secret and it has been ever since Richard Galanti was the CFO, he’s now retired, of Costco, is that’s like the TVA. . .meaning that if someone raises price too much, like if you’re Tito’s, and your big customer is Costco’s, and you raise your price [inaudible] suddenly there’s Kirkland Vodka and it taste tests every bit as good. And anyone who does not play ball with Costco, they offer you a choice, lower your prices or we’ll come after you. And their beef prices are the lowest. Their chicken prices, remember when they got tired of being, hurting chickens, so they decided to make, you know, become a chicken farmer. So I think that Costco, if I were to be in front of the Federal Reserve, I’d say listen you gotta go twofold, you gotta look at Walmart and Costco. Now Walmart has passed on, unfortunately they’ve had to pass on some tariffs, but Costco is, I don’t think Costco’s all that much more expensive than it used to be. That is a little bit anecdotal, but I follow Costco really closely and they don’t let people riase prices the way that others do.
“. . .When I shop at Costco I say wow, I mean let’s buy more.
“Yeah, that’s why, look Costco stock has been weaker. Oh it always has these periods where it’s been weaker. But the late Charlie Munger always said it was just that, you know it’s an expensive stock, it will always be an expensive stock, I wanna own it.”
9. Walmart Inc. (NYSE:WMT)
Number of Hedge Fund Holders In Q2 2025: 105
Cramer discussed Walmart Inc. (NYSE:WMT) in the context of the troubles faced by consumer packaged food companies due to high prices and Costco. While the CNBC TV host believes that Costco has done all it can to keep prices lower, Walmart Inc. (NYSE:WMT) has had to pass on some tariff impact to consumers. The shares fell by 6% in August after the firm struggled to meet investor expectations for profitability. Here is what Cramer said about Walmart Inc. (NYSE:WMT):
“. . .if I were to be in front of the Federal Reserve, I’d say listen you gotta go twofold, you gotta look at Walmart and Costco. Now Walmart has passed on, unfortunately they’ve had to pass on some tariffs. . .
“I was quite surprised that Walmart has been going down. Because Walmart, look Walmart’s doing everything it can, and I think that Walmart remains one of those places that you could say well wait a second, there’s a lot of inflation but these guys are on our side. I find that Walmart, when I shop at Walmart, I’m saying ehh, they’re different.
“Walmart fits the zeitgeist, I don’t know why Walmart’s been, because Walmart went and said that some of the things are passed one. They got blasted. The other guys seem to have learned don’t say that it’s passed on [laughs].”
