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 why fighter and bomber pilots lead to high defense spending. Cramer shared that redundancies built within aircraft are costly, and wondered whether the value of a human life and the high costs are spurring interest in uncrewed aerial systems:
“And to have, they gotta the guy, when. . .you build a fighter pilot, you build a bomber, they have triple redundancy. Now triple redundancy is really expensive. One engine gets shot, then another,and then they have the third. That’s really expensive. That’s one of the [inaudible] reasons why they’re overrun. Right, so how about you take out the human being and you don’t have to have any redundancies. . .and frankly a lot better. Because we lose a pilot, and we can’t do that. We don’t want soldiers, we don’t want people getting killed.”
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 22nd.
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).
11. Union Pacific Corporation (NYSE:UNP)
Number of Hedge Fund Holders In Q1 2025: 85
Union Pacific Corporation (NYSE:UNP)’s shares are flat year-to-date as they have yet to recover from a 12% drop in April after President Trump announced his Liberation Day tariffs. Over the past month, the stock is flat due to a 3.5% jump since late July after a robust earnings report saw its profit-per-share of $3.03 beat analyst estimates of $2.91 per share. Cramer discussed Union Pacific Corporation (NYSE:UNP) in the context of a merger with CSX:
“Well look they have a direct corridor, CSX, direct corridor connects South East Mexico, Texas, US Southeast. That’s Union Pacific. Why would you let that happen? Why would you make it so that you have two railroads that have that area and not make it so that there’s one. And I think Joe Hinrichs, the CEO of CSX, might not want this deal. He’s young. He took over the railroad. He just got there.”
Previously, Cramer discussed Union Pacific Corporation (NYSE:UNP)’s merger and stressed that it was a possibility:
“CSX is going to merge with Union Pacific, am I off the rails? I am in charge of the rails. It’s just the way, the people refuse to believe that this is a different government.”
10. Kohl’s Corporation (NYSE:KSS)
Number of Hedge Fund Holders In Q1 2025: 31
Kohl’s Corporation (NYSE:KSS) is one of the most well-known retailers in America. It is also a frequent feature of Cramer’s morning show, with the CNBC TV host initially criticizing the firm and then taking a lighter tone. This time, he commented on Kohl’s Corporation (NYSE:KSS)’s share price performance during the recent resurgence of social-media-driven bets termed as the ‘meme stock’ mania:
“I didn’t have Kohl’s. Which looks to be a meme stock. It’s up very big. . . .they had news, the quarter was just okay. Just okay.
[on whether the quarter would justify a 100% move in the stock] Absolutely not. [There’s a] Very big short position. And there’s a Reddit section that is very excited about it. This is the new world, David.”
“Kohl’s did not blow up. I mean Kohl’s is, got new management. Kohl’s is doing okay. I just think that what matters is that, this is in control of a group of people who are motivated. It’s a short squeeze.”
“I look at Kohl’s and I think, look it’s not going to die. I mean I think it’s got, the last quarter was good. But at the same time, they decided to gut it, I mean Goldman raised the price from five to seven.
“If Kohl’s had any horses, it would very quickly chin up a secondary. I don’t know whether Michael Bender understands this. He’s the interim CEO. But that’s what he should do. He should use this to raise cap.
“But I just look at Kohl’s and I think, look a few minutes ago before this day started, they were looking bad. They’re now looking great. They do have a lot of borrowing. I mean this is not a clean balance sheet by any means. Not at all.
“Yeah they got Sephora. But they have six billion in debt. And they have a chance to just, to take advantage of it. David it would be advantageous if they take enough money to cut that debt to say to five billion.”
Hedge Fund Resource Center