On Friday’s episode of Mad Money, host Jim Cramer shared his thoughts on another intense week during earnings season as he turned his attention to several known companies that would be reporting their quarterly results.
“Now we’re still in earnings Hades, but at least it’s getting a little cooler out there. That’s right, we’ve now gotten over the hump of the big-time growth stocks, the hyperscalers, but there’s plenty left.”
READ ALSO: Jim Cramer Spoke About These 18 Stocks and 13 Stocks Jim Cramer Shared His Views On.
Cramer encouraged viewers to dive directly into his game plan. He did mention that several uncertainties still hang over the market. He raised questions about potential developments in trade negotiations with China over the weekend, admitting, “I don’t know.” He also wondered aloud whether any progress would be made with Canada, saying, “I hope so.” Turning to Mexico, Cramer noted that it had just received another 90-day reprieve, but emphasized that “everything’s on the table as usual.”
“So here’s the bottom line: There you have it. Not a big week, but then again, what could have been bigger than this week? And I don’t know about you, but I’m exhausted.”
Our Methodology
For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on August 1. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
15 Stocks in Jim Cramer’s Game Plan for This Week
15. The Wendy’s Company (NASDAQ:WEN)
Number of Hedge Fund Holders: 31
The Wendy’s Company (NASDAQ:WEN) is one of the stocks in Jim Cramer’s game plan for this week. During the episode, Cramer showed skepticism about the company. He commented:
“Finally, on Friday, we hear from the bedraggled Wendy’s. Now, last time we got weak numbers and a dividend cut. Could it get worse? I gotta tell you, the competition in that business is so rife, I can’t guarantee any numbers from that company.”
Wendy’s (NASDAQ:WEN) operates, develops, and franchises quick-service restaurants focused on hamburgers, and also manages a portfolio of owned and leased real estate properties. A caller inquired about the company stock during the July 16 episode, and Cramer said:
“Look, other than the fact that my wife loves Wendy’s so much, it’s just ridiculous, I’m not liking the stock. I mean, you know, they cut the dividend already. The dividend now is 5%. There’s something very wrong at Wendy’s, and the answer is you do not want to touch it. That happens to be a very tough industry, the burger industry. You want to stay away from Wendy’s.”
14. Pinterest, Inc. (NYSE:PINS)
Number of Hedge Fund Holders: 86
Pinterest, Inc. (NYSE:PINS) is one of the stocks in Jim Cramer’s game plan for this week. Cramer highlighted that he expects good numbers from the company. He remarked:
“What else? I believe that Pinterest will report a number that puts it in the elite online advertising formats, with, by the way, Reddit. Now, if we’re talking social media sites to advertise on, Pinterest is by far the most family-friendly, and while the market’s not as big as it used to be, it still counts.”
Pinterest (NYSE:PINS) operates a visual discovery platform where users search, save, and shop for ideas across categories like food, home, and fashion. The company also provides advertising solutions that connect brands with users through targeted, auction-based ad placements. Bristlemoon Global Fund stated the following regarding Pinterest, Inc. (NYSE:PINS) in its Q1 2025 investor letter:
“We also exited our position in Pinterest, Inc. (NYSE:PINS), which had been a source of funding for us over the past two quarters. We wrote about Pinterest in our Q4 2024 quarterly letter in the context of lessons in position sizing, and our view on the business has not changed since then. Our decision to exit PINS was twofold: to upgrade the quality of the portfolio, and to reduce the Fund’s overall exposure to digital advertising names. While the company delivered a good Q4 2024 result and a strong Q1 2025 guide, our conviction in the stock had declined over time due to execution issues.
Pinterest is entirely dependent on advertising, and the current farcical reciprocal tariff regime could prove extremely detrimental to digital advertising demand. As an experimental channel, advertisers are likely to cut their budgets on Pinterest before they reduce their allocation to core channels like Meta. And given the extent of the selloff in advertising exposed names, we have a stronger preference for Meta and AppLovin at these levels as they have more resilient core businesses and greater optionality.”
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