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 the recent activity in the liquefied natural gas (LNG) industry after Europe pledged to buy billions of dollars of US energy as part of a trade deal. Cramer marveled at how the industry’s fortunes had changed after the Biden administration’s tough stance against it:
“This was an industry that Biden almost killed. . .they put a pause on it and it turned out the energy department had these secret papers were saying pause means never do it. So you’ve got an industry, that is probably maybe the most thriving industry that’s also a political industry that was almost like a no industry.”
The CNBC TV host also discussed a Reuters report, which called the $250 billion pledge by Europe to buy US energy delusional, as he pointed out that American companies were competent and capable enough to increase output:
“I think that’s completely wrong. I think it’s totally not delusional. These companies that we have are ready. . .these companies are so ready. They are doing everything right. . .they are so ready to do this. And I think that people keep underestimating how good our companies are in taking that natural gas out. In part because natural gas is a byproduct of drilling for oil.”
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 29th.
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).
13. Dover Corporation (NYSE:DOV)
Number of Hedge Fund Holders In Q1 2025: 53
Dover Corporation (NYSE:DOV) is an industrial machinery company whose shares have lost 1.8% year-to-date. Its shares have struggled due to broader bearishness surrounding industrial stocks, which has also affected other industrial firms. Cramer’s previous comments about Dover Corporation (NYSE:DOV) have pointed out that despite the fact that the firm had an “unbelievable” recent quarter, its stock was sold down. This time, he discussed the firm in the context of the AI wave and the potential need for cryogenic cooling:
“Cryogenic is, look, look, we own Dover for the charitable trust in part because Mr.Tobin came on and said, eventually, they’re gonna have to use cryogenics to keep the data centers cool. Now Jensen Huang said absolutely not. It costs too much money. But if they keep putting hot stuff in there, you’re going to need everything that you can.”
Here are Cramer’s remarks about Dover Corporation (NYSE:DOV) after the firm’s earnings report:
“And I’m going to throw in a third one. Dover. With another unbelievable quarter. Very big guide up. Stock is down. Whoever is selling these, things Carl, they’re not trying to paint the tape. They just don’t understand how stocks work. Because we have real major industrial companies that are doing incredibly well. And it’s almost like if they’re not merging, we don’t want to own them, if they’re not AI, we don’t want to. own. They’re other things worth owning. . . Dover’s worth buying, right here. . . Dover, Honeywell beat and raise.”
12. FedEx Corporation (NYSE:FDX)
Number of Hedge Fund Holders In Q1 2025: 62
FedEx Corporation (NYSE:FDX) is one of the biggest logistics companies in the world. Its shares have lost 18% year-to-date and fell by 7.7% in July after the White House decided to end de minimis exemptions for packages arriving in the US. The dip added to FedEx Corporation (NYSE:FDX)’s woes as the shares fell in June after the firm’s earnings reports and in April after President Trump announced the Liberation Day tariffs. For his part, Cramer’s quite optimistic about FedEx Corporation (NYSE:FDX)’s CEO Raj Subramaniam:
“UPS, look, one of the things that I’ve got to hand, FedEx, Raj Subramaniam was in there. Man, he’s giving you numbers. And Subramaniam’s a hitter, okay. We have a lot of hitters today. Kelly Ortberg, hitter. Who’s a misser?”
Previously, the CNBC TV host discussed FedEx Corporation (NYSE:FDX)’s exposure to trade tensions between the US and Europe:
“I wanna keep an eye on that, because I know that a company like FedEx, I mean cross border’s really, really huge.”
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