Jim Cramer, the host of Mad Money, told investors on Thursday to slow down and think carefully about what is actually worth buying when the market weakens.
“Look, we knew it had gotten harder since November began, right? But this hard? Wow. When we have reversals like this, the kind of reversal that makes you feel like you just can’t take it anymore, I suggest you simply sit on your hands and hold on. It’s not a sin to do nothing. Sometimes, as I make clear in How to Make Money in Any Market, it is the best course of action. This is one of those times.”
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Cramer noted that anyone who truly cannot handle the pressure still has an option: raise cash by unloading losing positions rather than selling winning ones. He said that it fits the current environment, especially because a company can be performing extremely well while its stock behaves very differently.
“So, where do I come out? I think you have to wait for a day before you make any decisions to buy. Even after the selling, we are still not oversold. But you should identify what you like tonight, as we are doing for the Charitable Trust, and be ready for tomorrow, because we will definitely see bargains developing. I see that the recession stocks like consumer packaged goods plays are getting some love. However, I like to buy them when they’re hated, not loved, and the Magnificent Seven don’t look all that magnificent, at least when it comes to their stocks. That smells like opportunity to me.”
Our Methodology
For this article, we compiled a list of 11 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 20. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 hedge funds.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
11 Stocks Jim Cramer Recently Offered Insights On
11. The Gap, Inc. (NYSE:GAP)
Number of Hedge Fund Holders: 44
The Gap, Inc. (NYSE:GAP) is one of the stocks Jim Cramer recently offered insights on. Cramer highlighted the company’s strength despite a “tough environment for retailers,” as he commented:
“This is a tough environment for retailers, I mentioned earlier, but great merchants won’t let that stop them from putting up phenomenal numbers. Take Gap Inc., which has been taking some time to turn itself around under CEO Richard Dickson. After the close, though, Gap reported a great quarter. This was a 3-cent earnings beat off of 59-cent basis with a higher-than-expected revenue, 5% same-store sales growth, analysts were only looking for 3.1%. At the same time, management raised their full-year forecast for both revenue growth and operating margin. And that’s why the stock’s flying in after-hours trading.”
The Gap, Inc. (NYSE:GAP) sells apparel, accessories, and personal care items for men, women, and children. The company’s brands include Old Navy, Gap, Banana Republic, and Athleta.
10. Capital One Financial Corporation (NYSE:COF)
Number of Hedge Fund Holders: 132
Capital One Financial Corporation (NYSE:COF) is one of the stocks Jim Cramer recently offered insights on. Cramer showed optimism around the company’s acquisition of Discover, as he stated:
“I still like Capital One, COF, for its acquisition of Discover, a credit card company that gives them the edge at the register, because it’s cheaper for merchants to use Capital One Discover than Visa or MasterCard. The stock sells at 10 times earnings even as the company has about 160 million cards in circulation. Block, the old Square that we talked to last night, it has around 57 million Cash App users, and it sells for about 25 times earnings. That doesn’t make sense to me.
Sure, Block has a younger client base, but Capital One Discover has got really fabulous scale. Listen, we haven’t had many mergers in the past four years. People forget how bountiful they can be, especially if the stock of the buyer gets knocked down. Look for this trend to take off. If history’s any guide, it can make us a lot of money.”
Capital One Financial Corporation (NYSE:COF) is a banking, lending, and card services firm that provides deposits, credit cards, auto loans, and commercial financing. The company also supports consumers, small businesses, and commercial clients with advisory and treasury services.
