10 Stocks Jim Cramer Talked About As He Said Everyone Won From Trump’s Japan Deal

2. The Walt Disney Company (NYSE:DIS)

Number of Hedge Fund Holders In Q1 2025: 104

The Walt Disney Company (NYSE:DIS) often makes an appearance on Cramer’s morning show. During several of the appearances, he has discussed the firm’s streaming business turnaround. Cramer has also often remarked on an under-discussed aspect of The Walt Disney Company (NYSE:DIS), i.e., the firm’s cruise ship business. The CNBC host believes that cruise ships could become a genuine secular growth line for the firm. However, he also holds the opinion that The Walt Disney Company (NYSE:DIS) still depends on its Disney Plus subscription numbers to see more love from the stock market. This time, he mentioned the cruise business once again:

“But then again, I mean cruising is a very inexpensive way to go. It still isn’t impacting Disney. Disney’s got a good cruise business. It does.

“No diminution. But they need more ships. They need more ships. They’ve gotta find more ships.”

Here’s what Cramer said earlier about The Walt Disney Company (NYSE:DIS)’s valuation:

“[On higher targets for Disney over last couple of weeks] Yes and it’s not working. My trust owns this. We’ve got several including comments about how linear TV’s not down [inaudible] and the stock doesn’t move. And I think the stock doesn’t move because people [inaudible] it’s a showman stock. People want to see Plus numbers and see that they’re really is a breakout. Because there’s been so much distrust about anything that’s involved with linear. No one seems to get their way until they see the numbers. I think the numbers are gonna come through and the stock is going to look cheap. I’m a believer.”