12 Stocks Jim Cramer Recently Discussed As He Commented On A “Sea Of Green”

2. Stanley Black & Decker, Inc. (NYSE:SWK)

Number of Hedge Fund Holders In Q1 2025: 32

Stanley Black & Decker, Inc. (NYSE:SWK) is one of the largest home appliances companies in the world. Its shares have lost 15% year-to-date as the firm has yet to fully recover from the 27% drop in the days after April’s Liberation Day tariff announcements. July hasn’t been a good month for Stanley Black & Decker, Inc. (NYSE:SWK)’s stock either, as the shares dipped by 7.2% after the firm announced a whopping $800 million gross annualized tariff impact. Naturally, Cramer was stunned:

“Another one that I’m looking at, Stanley Black & Decker, I mean, 800 million dollars in tariff problems. I mean that’s the first one that I’ve heard that’s like woah, are you kidding me? Now they had a lot of China exposure. They moved exposure to Mexico. I mean, wherever they go, President Trump seems to find them. The sales lagged, the tools volumes are weaker, outdoor growth, lighter. Just keep an eye on these things, because, and this one is going to yield an outsized yield, which always gets me worried.”

Previously, he outlined that he’d sold Stanley Black & Decker, Inc. (NYSE:SWK) for his charitable trust:

“… Look, it’s not just Dow. We were attracted to two stocks from our Charitable Trust because of their high yields: Best Buy and Stanley Black & Decker… Stanley would benefit from a potential turn in housing because it seemed natural that once the Fed got inflation under control, it would start cutting rates. Both stocks initially soared same thesis. We sold… Stanley at a small loss, thankfully avoiding a much larger downturn later on… Now, when Stanley last came on the show, they told us they don’t expect to turn until 2027, which was disconcerting because it immediately made me feel the dividend could be in jeopardy between now and then, especially because the company has so much exposure to Chinese manufacturing. Right now, Stanley has plenty of coverage, but its free cash flow is going the wrong way, and I think you’d be reaching for yield if you bought this stock here…”