In this piece, we will look at the stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed President Trump’s threat to impose 35% tariffs on Canada. Commenting on whether the markets were under-reacting to the news, Cramer shared how Trump’s announcements stood in relation to market movements:
“Well I just think that we’ve got this situation mentioned in a nightly news report where he just said, look, the market doesn’t mind. It does seem like you’ve got some sort of Treasury, Bessent [inaudible]. The President waits the markets all the way up, President then whams Canada. I got to tell you, Carny, obviously not a fan favorite there in the White House. Very left wing. . .The fact is David, the President when he’s riding high, meaning the market, he really tends to lash out in a way I think we’re not used to.”
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 July 11th.
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. Levi Strauss & Co. (NYSE:LEVI)
Number of Hedge Fund Holders In Q1 2025: 33
Levi Strauss & Co. (NYSE:LEVI) is one of the most well-known apparel companies in America. Its shares have gained 26% year-to-date, helped by an 11% jump in July. Levi Strauss & Co. (NYSE:LEVI)’s stock soared after the firm’s fiscal second quarter earnings report saw it guide 1.5% midpoint 2025 revenue growth, which was higher than the 1.5% drop that the firm had forecast earlier. Cramer’s previous remarks about the firm praised it before the earnings report was released. Here’s what he said on Friday:
“Look we saw it last night, Michelle Gass told me at Levi, look we’re gonna be able to overcome it cause they have, they can take price cause Levi’s is a great brand.
“Michelle Gaus is doing a great job, now a lot people say who wouldn’t cause its denim. Give me a break. She’s cut the number of SKUs. She got rid of Dockers, Europe is going double-digit. They are in the sweet spot, so the tariffs didn’t even matter. Sells at 16 times earnings. It goes higher. It’s just a great story.”
This wasn’t the first time Cramer had praised Gass. Back in April, he commented:
“She’s trying to figure out what to do where. But what matters is they have tremendous organic growth. Management reiterated their earnings per share guidance of $1.20, $1.25. Our friend Matt Boss has a terrific piece out saying it’s the early innings. Upgrades to overweight. Don’t forget they have a 3.8% yield. And denim is doing incredibly well. And you come into stocks at 10 times earnings. This is the kind of thing that I like. Stock that is just being crushed where the fundamentals are actually improving. And there are enough out there that you just have to find them. So I like Levi Strauss very much. And look, I think that their direct-to-consumer initiative is very strong.”
9. Conagra Brands, Inc. (NYSE:CAG)
Number of Hedge Fund Holders In Q1 2025: 39
Conagra Brands, Inc. (NYSE:CAG) is a food products company, which, like its peers, has struggled on the stock market in 2025. The firm’s shares have lost close to 30% in 2025 and are down by 10% over the past month. Conagra Brands, Inc. (NYSE:CAG)’s latest share price dip came in July after the stock fell by 4.4% after the firm’s fiscal fourth quarter earnings report. The result saw it miss analyst EPS and revenue estimates of $0.58 and $2.83 billion by posting $0.56 and $2.78 billion. Conagra Brands, Inc. (NYSE:CAG) also missed analyst fiscal 2026 guidance by a wide margin as its midpoint EPS of $1.775 was nowhere close to the $2.18 analysts had penciled in. The miss was due to tariffs, and here’s what Cramer said:
“Overlooked was the Conagra, which does not have great brands historically had to eat the tariff on tin cans and their inflation rate’s gonna be 7% and that’s why that stock got so many different price target cuts.
“No, no that was a call which just said look out for next week’s CPI. It’s gonna be bad.”
Previously, Cramer mentioned that Conagra Brands, Inc. (NYSE:CAG) was removing dyes from its products:
“Conagra, and . . . Nestle, are all taking the dyes out. The synthetic dyes.”
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