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 the recent stock market environment. Discussing the weak market open on Tuesday after the Labor Day weekend, Cramer commented on some of the things that were weighing stocks down:
“I mean for our club, I was working with Jeff Marks today, we don’t wanna buy anything today. It’s too early, it’s too early in September. Let things rain, come down. Plus we have an unemployment number, and then you have another, thing with the President. Those things drive the market down. Interest rates going up like this, not good. There’s not a lot to say that’s good right now. But we all knew it. So I mean at what point is it done?”
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. The Campbell’s Company (NASDAQ:CPB)
Number of Hedge Fund Holders In Q2 2025: 43
Consumer packaged goods firm The Campbell’s Company (NASDAQ:CPB)’s stock was among the consumer packaged product firms that Cramer discussed. He shared that these firms are struggling in a market where GLP-1 drugs have reduced the demand for their products. At the same time, Cramer also discussed whether the current broader market environment and industry dynamics could lead to consolidation within the packaged foods industry. Here is what Cramer said about The Campbell’s Company (NASDAQ:CPB):
“But I think the others Campbell’s, General Mills, people feel, wait a second, it’s time for the great consolidation. We don’t have the FTC blocking us. We really have to just get some bandwidth. Mars has bandwidth. . .”
Previously, Cramer discussed The Campbell’s Company (NASDAQ:CPB)’s dividend yields:
“I’m not going to go against a market that’s signaling that interest rates are coming down. That’s what today did. And the high fliers have flown too high, while the companies with good dividends have gotten too low. This is just temporary. So what are you supposed to do then? First, know that the rotations are not investible, but at best, they’re tradable. Take Campbell’s or General Mills, both yield almost 5%. Both are good companies, just not as good, maybe not as good as PepsiCo, but they’re in the same league… So if people are craving chips and soda again, maybe they’ll also crave food from General Mills and Campbell’s, neither of which has the calories of Doritos or the chemicals of soda.”
9. General Mills, Inc. (NYSE:GIS)
Number of Hedge Fund Holders In Q2 2025: 42
General Mills, Inc. (NYSE:GIS) is one of the largest packaged food products firms in America. Its shares have lost 22% year-to-date as the firm has been dragged down due to its sector’s woes. The troubles have affected General Mills, Inc. (NYSE:GIS)’s earnings, with the stock dipping by 5.7% in June as the firm reported its fiscal fourth quarter earnings. The results saw the company report a stunning 47% GAAP net income drop. Here is what Cramer said about General Mills, Inc. (NYSE:GIS):
“They’re all, not Bristol-Myers, my charitable trust owns, has not been good. But I think the others Campbell’s, General Mills, people feel, wait a second, it’s time for the great consolidation. We don’t have the FTC blocking us. We really have to just get some bandwidth. Mars has bandwidth. . .I do think that when you look at a stock like a General Mills, it yields five percent! General Mills is a very good company in a market that says listen we need more growth and they don’t have it.
“When do you get back in NVIDIA? But I think in the end, you’re going to want to buy growth. You’re always wanna buy growth. It’s always worked. And I think people seem to forget, and they want to gravitate towards General Mills. Unless General Mills wants to combine with Kraft-Heinz, you don’t have anything. Other than a 5% yield.”
