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 President Trump’s trade deal with Japan through which the latter will invest $550 billion in America and buy aircraft from Boeing. Cramer commented that while Boeing might find it hard to quickly accommodate Japan’s orders, he believes that the situation is a win-win for everyone involved:
“What I think really matters is this that this template. Take a look, everybody won on this, I mean I think that you can easily say that United States won because you can still get a nice tariff, but the Japanese, the stocks are just flying. And what it does is it takes off the table something I was very worried about. Which is that the President would be really hard on these guys and then it would be a ripple effect and Japan’s already got a government crisis. So these are dominos that don’t happen. And I think that people have to recognize, that David, I don’t know you can criticize this view, but some of. these things are working. This was a positive, positive for our country, positive for Japan in the end.”
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 23rd.
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. Thermo Fisher Scientific Inc. (NYSE:TMO)
Number of Hedge Fund Holders In Q1 2025: 101
Thermo Fisher Scientific Inc. (NYSE:TMO) is an American firm that provides equipment to the healthcare and pharmaceutical industries. Its shares have lost 7.5% year-to-date, but would have been down by 22.5% were it not for a massive 19.3% gain in July. Thermo Fisher Scientific Inc. (NYSE:TMO)’s shares soared after the firm raised the lower end of its annual profit per share guidance to $22.22 from $21.76. Cramer praised the firm’s earnings report, which included the guidance raise:
“I’m thinking more about Thermo Fisher. And how they finally got it together. Just a gigantic quarter. No longer worried about China. . .But Thermo Fisher is the one that. .Thermo Fisher had also been weak. Congratulations to those guys. They’re the first ones to come out of the China conundrum. And the China conundrum is, look we can’t, they’re not buying our stuff. It’s just not any good. They can’t get the orders. . .Looks like Thermo Fisher is now past it. Congratulations to Marc Casper, because he’s a terrific CEO and it happened. And I think this is the beginning of a big move.”
Previously, the CNBC TV host commented on Thermo Fisher Scientific Inc. (NYSE:TMO)’s business and its CEO:
“This stock is unbelievable. It was a, it’s a great company. Marc Casper does a terrific job, but we own Danaher for the Charitable Trust, and it’s as bad as Thermo Fisher. I am urging you to not buy it till we see a pickup in Chinese orders. I know that seems strange, but this stock has crushed a lot of people. It does seem like it’s bottoming, but I am not going to push it because it’s related to China, and anything related to China is bearish.”
9. Danaher Corporation (NYSE:DHR)
Number of Hedge Fund Holders In Q1 2025: 117
Danaher Corporation (NYSE:DHR) is an American life sciences, diagnostics, and biotechnology equipment provider. Its shares have lost 11% year-to-date, and Cramer isn’t a fan of the stock either. He has criticized Danaher Corporation (NYSE:DHR) multiple times in his morning show. Yet, despite the criticism, the CNBC TV host continues to hold the stock for his charitable trust as he has known Danaher Corporation (NYSE:DHR) for three decades. He reiterated the sentiment this time as well:
“And Danaher’s up again. . .my charitable trust owns Danaher, it’s been a disaster.”
Previously, Cramer explained why his trust continues to hold Danaher Corporation (NYSE:DHR):
“Okay, well, let me tell you, we never left it for the Charitable Trust because I have faith, ultimately, that this company will come through. Why? I’ve known it for 30 years. I have felt that it always does things right in the end. I am sticking by that, and I truly believe that Danaher can make a comeback. This is healthcare, a lot of IPOs are coming. They have China business. The China business isn’t that bad. I am not abandoning Danaher right here.”
