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 how high costs were creating a ‘crisis’ at the Pentagon. Cost-cutting has been a major initiative of the Trump administration, and Cramer shared how crewed aircraft were a major cost driver:
“But what David is right about, I mean not that you’re wrong about. . what you’re really right about, is that there is a crisis at the Pentagon. Now, RTX would tell you that they still want manned, uh, manned vehicles. But there’s just a lot of people who just say you know pilots are too expensive.”
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).
12. General Motors Company (NYSE:GM)
Number of Hedge Fund Holders In Q1 2025: 79
General Motors Company (NYSE:GM)’s shares dipped by 8% after its latest earnings report, which saw the firm announce a massive $1.1 billion earnings hit from tariffs. While the firm’s earnings beat analyst estimates, investors were worried about the impact of tariffs. Here’s what Cramer said about General Motors Company (NYSE:GM) after the earnings report:
“Yeah, GM, look they obviously have a, they obviously have a tariff problem, it’s much bigger than a lot of people think. The theme of this quarter is that you have to have a tariff problem, then you make it smaller. RTX did that. It was like wow, we thought it was going to be like 800, it was going to be like 500. So when you see something that seems like a very large number, it’s entirely possible that people say well wait a second, that’s not so good. I’d like to point out that there was a lot that was good. And I think that Mary Barra is doing a very, very fine job. Because the only thing, added cost, but they’re selling! And I think that those who wanna sell the stock, go ahead. I think that this is just another good quarter despite the tariff. I think they can handle that.
“They’re gonna have a lot more that I think can go their way. Uh, when I was speaking to Cleveland Cliffs yesterday, to Lorenzo Goncalves. . I mean he’s just talking about this is the beginning of a lot of different things. Very in flux. GM has. .has much, much exposure. Versus Ford. . . Because everyone in the industry knows that there’s a lot of companies ship a lot of stuff. Get to Allison Motor, down there in Mexico, it comes back. GM, David, it’s like back and forth with the car. . .that is not what they want.”
11. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders In Q1 2025: 39
The impact of tariffs on US companies and car manufacturers in particular has reversed the thesis surrounding Ford Motor Company (NYSE:F) and its rival and peer, General Motors. Ahead of the tariffs, investors appeared to be preferring GM as it managed to maintain product demand in 2024 while Ford Motor Company (NYSE:F) suffered from high warranty costs. However, exposure to the Mexican supply chain has turned the tables. Here’s what Cramer said:
“They’re gonna have a lot more that I think can go their way. Uh, when I was speaking to Cleveland Cliffs yesterday, to Lorenzo Goncalves. . I mean he’s just talking about this is the beginning of a lot of different things. Very in flux. GM has, Ford has told me GM has much, much exposure. Versus Ford. So I’m looking for Ford to have a good quarter. By the way, Ford’s going for 10, Ford’s making a 20% move here. So I look to see who has the most exposure. And I’ve got to tell you, Ford was right when it said be careful, GM. Because everyone in the industry knows that there’s a lot of companies ship a lot of stuff. Get to Allison Motor, down there in Mexico, it comes back. GM, David, it’s like back and forth with the car. . .that is not what they want.”
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