In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed US and China relations. Discussing the Chinese strength in rare earth metals, Cramer outlined:
“Okay, so you work at a network, that’s trying to help people make money. Should I spend a lot of time talking about how the fact that we have a really great relationship with China, when China held back critical minerals that are very important for the F35 jet and to our military? Is that a great relationship when they decide to cripple our military so that when anything happens with Taiwan we can’t deliver. If that’s a great relationship, then David, I’ve got to tell you. . . .”
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 August 6th.
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. The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holders In Q1 2025: 104
The Walt Disney Company (NYSE:DIS) is a well-known entertainment and leisure company. Its shares are flat year-to-date and dipped by 4.1% after the firm’s latest earnings report revealed a sharp drop in its linear TV business. Cramer discussed The Walt Disney Company (NYSE:DIS) in detail and criticized the sellers:
“Yeah I had kind of a jocular call this morning with Hugh Johnston that you just saw. Because were laughing about how the negativity, which is the negativity just so you know . .it’s a ten billion dollar market cap, ten billion market cap loss on 15 million revenue shortfall. . .they beat by 14 cents and they didn’t raise by 14 cents, that’s what happened. They only raised by ten cents, so people freak out. First, the NFL deal isn’t even included. No one’s including that on their numbers, we don’t really know what it can be worth. But second, the kind of analysis that we’re starting to see being done, in the opening moments this stock traded at 115, traded at 119, they’re so silly and shameful that you have to just say, children, behave. You haven’t done any work, how do you make the measure of a quarter?
“You can’t trade, I mean I was talking with him when the stock was hitting 116, 115, you can’t trade like that until you can figure out how much you get per game. Uh, what it means to the ESPN package. And more importantly, I mean look, theme park, remember, Epic [Epic Games] opened this quarter. . . .
“There are people, I’ve spent a lot of time in the last 24 hours trying to figure out the value of the NFL deal with some people who actually are very good and know much better than any of the people who are trading it. And, it’s considerably more than what the stock has lost. Matter of fact, the stock was at 122 when the deal was announced. That was probably right, that was probably right. If you’re gonna take down market cap this big on that miss of 50 mill and not include what each NFL game is going to be, to not include the ESPN package that you’re gonna have to pay a lot of money, to not include NFL RedZone, is just to say okay I don’t really want to make money for my partners, bunch of losers. I’ll do whatever the heck I want with the money. By the way, these are not individuals who are trading the stock. It’s not individuals.”
9. Six Flags Entertainment Corporation (NYSE:FUN)
Number of Hedge Fund Holders In Q1 2025: 48
Six Flags Entertainment Corporation (NYSE:FUN) is a leisure company that operates theme parks, water parks, and other properties. Its shares dipped by a whopping 20% after the firm’s second-quarter earnings report saw it cut its midpoint operating income guidance to $885 million from an earlier $1.10 billion. Investors were further shocked by the fact that Six Flags Entertainment Corporation (NYSE:FUN) also predicted half a million fewer visitors to its theme parks. Naturally, Cramer wasn’t impressed with the performance and didn’t hold back with his comments:
“They’re a horrendous operator. They’re horrendous. They’ve been horrendous forever. And they don’t deserve to be in the sentence.”
Here are his earlier thoughts about Six Flags Entertainment Corporation (NYSE:FUN):
“Don’t be interested in it. I don’t like the theme parks other than Disney.”
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