In this piece, we will look at the stocks Jim Cramer discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed trends in how wealthy Americans were spending their money and mentioned The Wall Street Journal’s Robert Frank’s coverage.
“Well I think they’re, that the wealth effect [inaudible] going the other. I still thing the rich people are spending very, very well. I mean the Richemont numbers were good. We all listened to Robert Frank. Okay, and I think that people who don’t listen to Robert Frank are missing something. Because he does represent, writes, about a whole faction of people who are doing well and don’t forget, wealthy people taxes went down. I mean, I’m not paying as much tax as I was last year. Do I need the tax cuts? You never want to say, to anyone, listen, I wish I paid more taxes. But there is a lot of money coming, and don’t forget, we have a thousand dollars per child next year. I see a lot of things after we get through this period. But we have to get through this period.”
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 November 14th.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
16. Live Nation Entertainment, Inc. (NYSE:LYV)
Number of Hedge Fund Holders In Q2 2025: 67
Cramer discussed Live Nation Entertainment, Inc. (NYSE:LYV)’s stock after he commented on StubHub’s 20% share price drop on Friday. He wondered whether the drop was due to StubHub’s inability to run a successful business. The CNBC TV host then added that even though Live Nation Entertainment, Inc. (NYSE:LYV)’s shares had dipped, he would buy the shares due to the firm’s competence. Cramer had also defended the stock after it fell following the firm’s third-quarter earnings report on November 4th. The results saw Live Nation Entertainment, Inc. (NYSE:LYV) post $8.5 billion in revenue. After the earnings, Cramer commented that massive beats from the firm in earlier quarters had raised expectations. In this appearance, he commented on Live Nation Entertainment, Inc. (NYSE:LYV) and the experiential economy:
“I think it’s a comment on their inability to do operative business successfully. LiveNation stock has come down but I would buy that stock on the decline because they are very, very good at what they do. I think the experiential economy has taken a bit of a hit.. . .But the experience right now, people are saying woah, I mean, everyone’s saying woah. And I’m gonna come out and say, no woah very soon. For the companies that are very good executors because there’s a lot of money still around and we’re gonna get away from the negative moment of the government shut down soon.”
15. Royal Caribbean Cruises Ltd. (NYSE:RCL)
Number of Hedge Fund Holders In Q2 2025: 43
Cramer discussed cruise ship operator Royal Caribbean Cruises Ltd. (NYSE:RCL) in the context of the experiential economy. While the firm’s shares have lost 15% over the past month, Cramer has discussed the firm recently, particularly since the stock’s recent troubles started after Royal Caribbean Cruises Ltd. (NYSE:RCL)’s fiscal third-quarter earnings report was released on October 28th. Commenting on the results, Cramer defended the firm and remarked that “their actual numbers really weren’t all that bad.” However, he added that Royal Caribbean Cruises Ltd. (NYSE:RCL) might have suffered due to its fourth-quarter revenue outlook. While analysts had expected the firm to guide fourth quarter profit-per-share at $2.89, the actual guidance stood between $2.74 to $2.79. Here are Cramer’s latest thoughts about Royal Caribbean Cruises Ltd. (NYSE:RCL):
“I think the experiential economy has taken a bit of a hit. . .I think that Royal Caribbean’s come down too much, I kind of like that. But the experience right now, people are saying woah, I mean, everyone’s saying woah. And I’m gonna come out and say, no woah very soon. For the companies that are very good executors because there’s a lot of money still around and we’re gonna get away from the negative moment of the government shut down soon.”
