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.
9. Kimberly-Clark Corporation (NASDAQ:KMB)
Number of Hedge Fund Holders: 42
Kimberly-Clark Corporation (NASDAQ:KMB) is one of the stocks Jim Cramer recently offered insights on. Cramer discussed the company’s planned acquisition of Kenvue during the episode. He said:
“Alright, this is one we’ve talked about a bunch, Kimberly-Clark’s bold, nearly $49 billion bid to buy Kenvue, which is the J&J’s old over-the-counter business that makes Tylenol, Band-Aids, Aveeno, and so many other household names. I think it’s incredibly compelling as Kenvue stock has… near cut in half from where it came public. Of course, there are risks. The Secretary of Health and Human Services has blamed Tylenol for causing autism. But he seems to think kind of everything causes autism.
At the same time, Kenvue is still being sued overseas for its talc exposure, the same kind of lawsuit that weighed down J&J for years here in America. But our country has a uniquely lottery-like legal system than the rest of the world… You just can’t sue for… infinite damages like you could here. They standardize these things. No jackpot justice overseas. To me, that means it’s time to buy the stock of Kimberly-Clark. Worst case, another acquirer comes in, at which point, Kimberly-Clark goes right back up. You’d be getting a premium consumer packaged goods company for 14 times earnings with an almost 5% yield. I like that.”
Kimberly-Clark Corporation (NASDAQ:KMB) manufactures personal care products and provides items such as diapers, wipes, feminine and incontinence care products, and household paper goods. Its brands include Huggies, Kotex, Depend, Kleenex, Scott, and Cottonelle.
8. Abbott Laboratories (NYSE:ABT)
Number of Hedge Fund Holders: 69
Abbott Laboratories (NYSE:ABT) is one of the stocks Jim Cramer recently offered insights on. Cramer highlighted the company’s acquisition of Exact Sciences and said that it complements Abbott’s diagnostic business, as he remarked:
“This morning, Abbott Labs announced that it’s buying Exact Sciences, that’s the colorectal cancer screening company, for about $21 billion. It’s a 51% premium where it was trading before we started hearing talk of the deal. This transaction will be the largest healthcare deal in two years and the largest diagnostic acquisition ever. Exact Sciences has a great product… Of course, this kind of deal probably would’ve been blocked by Biden’s antitrust regulators if only because the FTC under Lina Khan seemed reflexively hostile to all mergers. But under Trump, it’ll probably sail through.
Now, normally, an acquired stock only gets hit hard if they’re paying… for the target with their own shares. But Abbott’s paying in cash, and it’s still dropped more than $6 over the past two days since the deal was reported. I think that’s crazy. Abbott has a big hole in its diagnostic business, and Exact Sciences would plug it. The rest of the business is doing quite well. So I think it’s a terrific time to do some buying, especially as once in the portfolio, it will accelerate Abbott’s growth rate.”
Abbott Laboratories (NYSE:ABT) develops and sells healthcare products, including generic medicines, diagnostic systems, nutrition brands, cardiovascular and diabetes care devices, and neuromodulation technologies.
7. Walmart Inc. (NYSE:WMT)
Number of Hedge Fund Holders: 105
Walmart Inc. (NYSE:WMT) is one of the stocks Jim Cramer recently offered insights on. Cramer made some positive comments about the stock and the company’s quarter, as he commented:
“This stock was already one of the best performers in the group, but its valuation got a little stretched, trading around 40 times earnings, and longtime CEO Doug McMillon plans to retire, pass the baton to the head of Walmart US in February. Turns out there was nothing to worry about at all. When Walmart reported this morning, it blew away the numbers… When you put it all together, it’s no wonder the world’s largest retailer saw its stock surge more than 6% today, although it was actually down at one point in the early morning, making it the best-performing in the S&P 500.
Every part of the business, US International, Sam’s Club, performing well. E-commerce continues to grow like a weed. And Walmart’s somehow finding ways to bring in more high-income consumers and take care of the lower-income shoppers to boot. Thoughtful. Oh, and a surprising development, Walmart, after thorough discussion with the board that Doug McMillon initiated, is moving over to the Nasdaq.
Here’s the bottom line: Walmart stock still looks expensive on an earnings basis, but on days like today, you can see why so many investors are willing to pay up for it. At the end of the day, investors are willing to pay a premium for quality, and Walmart’s among the best in the business. This is one you have to hope will come down in a broader market sell-off. I don’t know if there’s any other way to get it at a discount.”
Walmart Inc. (NYSE:WMT) operates retail stores, warehouse clubs, and online platforms that sell groceries, everyday essentials, home goods, apparel, electronics, and more.
6. The TJX Companies, Inc. (NYSE:TJX)
Number of Hedge Fund Holders: 73
The TJX Companies, Inc. (NYSE:TJX) is one of the stocks Jim Cramer recently offered insights on. Cramer noted that his team raised the price target on the stock for the Charitable Trust, as he said:
“Finally, we got this really strong quarter from TJX… It’s another name we own for the Charitable Trust. This one’s very different from the other retailers that reported this week because TJX is the leading off-price chain. They’re playing a different game than regular retailers…
This company thrives when the rest of retail’s in trouble, one reason why TJX is up more than 20% for the year, while these other three companies are all in the red. Sure enough, this time, TJX reported a clean top and bottom line beat, 5% same-store sales growth when the analysts were looking for 3.7%. That’s a nice beat, 3.7 goes to 5. While TJX issued slightly weaker-than-expected guidance for earnings and same-store sales in the current quarter, that’s par for the course, people…
Again, when the rest of retail’s in trouble, TJX makes out like a bandit. The one thing about TJX is that its stock tends to either sell off or do nothing after the company reports, even when the numbers are good. We actually raised our price target on this one for the Charitable Trust yesterday. Even if the stock finished the day up less than 0.2%, it rallied another 1.6% today despite the terrible tape. I still think it’s a steal.”
The TJX Companies, Inc. (NYSE:TJX) is an off-price retailer that provides clothing, shoes, accessories, and a variety of home goods at discounted prices.
5. Target Corporation (NYSE:TGT)
Number of Hedge Fund Holders: 54
Target Corporation (NYSE:TGT) is one of the stocks Jim Cramer recently offered insights on. Cramer dissected the company’s “dispiriting” quarter during the episode, as he remarked:
“Next up, Target, oh jeez, this is a tough one. Target also reported yesterday, and this ailing big box retailer delivered yet another dispiriting set of numbers. We’re talking about a slight revenue miss, a nasty 2.7% decline in same-store sales, and a modest 7 cents earnings beat off a $1.71 basis. On top of that, Target slashed the high end of its full-year earnings forecast.
Previously, they were talking about 7 to 9 bucks earnings per share. Now, they say it’ll be 7 to 8 bucks. Although given that Wall Street was only looking for $7 and 24 cents… It’s not a total surprise… Where’s the weakness coming from? Target said that its food and beverage and hard lines categories delivered comparable sales growth in the quarter, but that was offset by, I’m quoting here, ‘continued softness across the broader discretionary portfolio.’ That’s what I used to love about Target. It used to be great.
Plus, Target’s traffic was down 2.2%. Their customers are spending less with each visit as their average transaction amount declined by 0.5%. Now, Target’s got a new CEO waiting in the wings with current chief operating officer Michael Fiddelke taking the reins in February. He’s already talked about the need to improve the merchandise assortment, provide a more consistent shopping experience, use technology to breathe some life into the business. But based on what we saw from Target yesterday, let’s just say he’s got his work cut out for him.”
Target Corporation (NYSE:TGT) is a retailer that sells clothing, beauty items, groceries, electronics, home goods, and everyday essentials.
4. Lowe’s Companies, Inc. (NYSE:LOW)
Number of Hedge Fund Holders: 75
Lowe’s Companies, Inc. (NYSE:LOW) is one of the stocks Jim Cramer recently offered insights on. Cramer discussed the company’s CEO’s comments around the state of consumers. The Mad Money host remarked:
“Now, the other big home improvement chain, Lowe’s, reported yesterday. They did comparatively better. This company posted a modest top and bottom line beat, even if their same-store sales came in a tad light. Big difference from Home Depot, Lowe’s raised its full-year sales forecast, although they lowered their same-store sales outlook, and they adjusted the earnings guidance down a bit. I like that they had very little inventory. I mean, like… inventory’s down.
Still, management told us November’s off to a good start with positive same-store sales so far this month, again good, despite the lack of hurricanes, and that’s why the stock rallied about 4% yesterday. Although given that Lowe’s sold off 2% the day before in response to Home Depot… well, it’s still impressive. Now, CEO Marvin Ellison had a nuanced take on the consumer. He said that homeowners are healthy and their balance sheets are strong, but they’re still concerned about things like the impact of the shutdown or the tariffs. So they’re hesitant to make larger purchases or take on big remodeling projects, but despite this tricky environment, Lowe’s is doing pretty well.”
Lowe’s Companies, Inc. (NYSE:LOW) is a home improvement retailer that sells tools, appliances, building materials, and decor for all kinds of projects, from repairs to remodels. In addition, the company provides installation, repair, and design services.
3. The Home Depot, Inc. (NYSE:HD)
Number of Hedge Fund Holders: 93
The Home Depot, Inc. (NYSE:HD) is one of the stocks Jim Cramer recently offered insights on. Cramer said that the company’s performance is dependant on whether the Fed cuts rate during the next meeting or not, as he commented:
“On Tuesday, we kicked things off with Home Depot, and that was an inauspicious start. The despot posted a tiny sales beat, but both its earnings and the same-store sales came in softer than expected, and the stock plunged 6% in response. Ouch. Worse, Home Depot cut its full-year forecast for both comparable sales growth and earnings. There’s a tough set of numbers, no way around it.
Management said that the uptick in demand they were expecting simply didn’t materialize. Some of that’s from ongoing pressure in the housing sector as rates remain elevated. Some of it’s consumer uncertainty. Some of it’s simply because we had a moderate hurricane season, which is great for anyone who lives near the coast but awful for Home Depot’s earnings because they don’t get much rebuilding business. I also wonder if ICE’s high-profile roundups of presumably undocumented immigrants at Home Depot parking lots might be playing a role, too.
I didn’t factor that in well enough, perhaps. Still, there’s a reason we own it for the Charitable Trust, and the Charitable Trust even bought some more as the stock approached a 52-week low on Tuesday. As I see it, there’s a very simple reason to own Home Depot. This company’s a major beneficiary of lower interest rates, and rates are coming down, but it would help if we get the rate cut sooner rather than later. If the Fed doesn’t cut at next month’s meeting, this stock’s going to struggle. I think you saw some of that, too.”
The Home Depot, Inc. (NYSE:HD) is a home improvement retailer that sells tools, building materials, and decor. It also provides installation and equipment rental services.
2. Strategy Inc (NASDAQ:MSTR)
Number of Hedge Fund Holders: 45
Strategy Inc (NASDAQ:MSTR) is one of the stocks Jim Cramer recently offered insights on. Cramer explained why he does not want people to own the stock, as he said:
“There’s Strategy, formerly MicroStrategy, an agglomeration of crypto that public documents indicate owns about 3% of all Bitcoin, a huge holding and finances that investment with more than $8 billion in debt. That’s an insane amount of risk. JPMorgan this morning talked about how Strategy may get booted from some indices because it’s basically just a scheme, though, of Bitcoin, not a real operating company. The piece didn’t suggest it would happen soon, maybe by the middle of January.
But man, there’s a lot of money in index funds, and the indices include Strategy. The pressure on Strategy from these automatic sellers could be disastrous. You kick something out of the index like that, then the index money automatically departs. One more reason why you cannot afford to own that stock, and I’ve been saying that and saying that.”
Strategy Inc (NASDAQ:MSTR) focuses on Bitcoin investments, and provides investors exposure through several financial products. Moreover, the company provides AI-powered analytics tools that help businesses make smarter decisions and streamline data management.
1. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently offered insights on. Cramer highlighted the company’s solid set of numbers during the episode. He remarked:
“Case in point, the biggest stock in the world, NVIDIA. Last night, NVIDIA reported one of the best quarters I have ever seen. Ahead of the report, there was tremendous angst that somehow they would blow it. They’d print a subpar set of numbers, and the stock would blow up. Instead, what happened? NVIDIA reported an astonishing sales number, earnings number, gross margin number, customers, fantastic. And what happened? The stock blew up anyway, but not before it soared higher both last night and this morning. NVIDIA stock opened at $195. That was up about eight from yesterday, but then closed at $180, a hideous swing… I think you need to own NVIDIA, not trade it, but I understand the pain.”
NVIDIA Corporation (NASDAQ:NVDA) develops graphics, computing, and AI solutions for gaming, data centers, professional visualization, and automotive applications.
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