On Wednesday, Mad Money host Jim Cramer pointed out that investors are getting sidetracked by the relentless stream of political headlines and are missing out on significant developments in the corporate world.
“In this business, distractions never stop costing you money, and lately we’ve had a lot of distractions. We’re all mesmerized by the rapid stories coming out of the White House, especially about tariffs.”
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Cramer described the situation as a “blizzard” of dramatic policy moves and announcements that draw people in and are quite unpredictable and, at times, outrageous. He cited the abrupt imposition of hefty tariffs as examples, including new duties on imports from Laos and Brazil. He specifically mentioned the 50% duty placed on copper, jokingly questioning, “What did copper ever do to deserve that?” He said that such surprise moves, often targeting countries or materials seemingly at random, are unsettling markets and leading investors to focus on headlines rather than fundamentals.
“Look, the President’s real important. I get that, but remember what we do. We try to find ideas that can make us money in the stock market. A copper tariff and duty on Japanese cars, a warning of many more to come, including a 50% tariff on Brazilian goods announced just this very evening. I say keep your eyes on the prize. Too many opportunities are being obscured by the sound and fury in Washington. Look out, it might just be signifying nothing.”
Our Methodology
For this article, we compiled a list of 20 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 9. 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).
20 Stocks on Jim Cramer’s Radar
20. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders: 96
The Boeing Company (NYSE:BA) is one of the stocks on Jim Cramer’s radar. During the episode, Cramer showed bullish sentiment toward the stock, as he commented:
“Let me give you another one many missed. Boeing just announced some huge second-quarter deliveries, and deliveries are the chief determinant of its stock price. The company delivered 150 planes, up from 92 a year ago. Fantastic. They booked 427 orders, up from 241 in just the previous quarter. If you paid attention, I bet that most didn’t, you could have caught a 14-point move that was there for the taking. But who was thinking about Boeing? I think the stock’s going much higher by the way.”
Boeing (NYSE:BA) designs, manufactures, and services commercial aircraft, military systems, satellites, and space technologies. The company also provides logistics, training, and digital solutions to both commercial and defense customers worldwide. On June 5, Cramer mentioned the company and said:
“Here’s a dreamliner of a story: After years of struggling, Boeing’s finally taken off in the last two months… I told you Boeing was ready to make a comeback in March when the stock was at $181 because it started reporting stronger orders and delivery numbers as well as some surprise contract wins… Don’t sell it. I think the stock has a lot more room to run. Why? First and foremost, Boeing’s cleaned up its balance sheet… Second, the numbers coming out of Boeing keep trending in the right direction.
In late April, the company reported a solid quarter with slightly higher than expected sales and operating earnings that trounced the estimates. Boeing’s combined backlog stood at $545 billion at the end of the quarter… So the numbers have been great, but there’s a third thing that’s been happening here. Boeing’s likely to be a big winner from President Trump’s global trade war… Now, we’re already seeing evidence that Boeing’s a trade war winner so far. Trump’s only closed one trade deal since Liberation Day, and that’s that new agreement with the United Kingdom.
Alongside that deal, the parent company of British Airways, no coincidentally, agreed to buy $13 billion worth of jets from Boeing. Plus, during President Trump’s visit to the Middle East, earlier this month, Qatar Airways placed an order for up to 210 wide-body aircraft, including 130 Dreamliners. That’s the largest order for that plane in history… At the end of the day, there’s a whole lot going right for Boeing, and the stock has rightfully reflected its momentum these past couple of months.
But here’s the bottom line: With a cleaned up balance sheet, rapidly improvement results and the prospect of the president of the United States becoming the world’s number one aircraft salesman as part of these trade negotiations, I think Boeing’s got a bright future and knowing how the stock tends to trade historically, I’m betting it could really still soar.
My only concern with Boeing is that they do have a not-so-great track record of dropping the ball just when the stock takes off. But I doubt that will be a problem anymore under Kelly Ortberg’s new leadership team. Boeing’s on the way to restore its greatness, and you want a piece of that promise as this one, once it gets going, can exceed any of the price targets that the analysts have ever dreamed of.”
19. The Hershey Company (NYSE:HSY)
Number of Hedge Fund Holders: 40
The Hershey Company (NYSE:HSY) is one of the stocks on Jim Cramer’s radar. During the episode, Cramer discussed the company’s management changes. He commented:
“If you really want overlooked, there’s the other side of the story, Hershey, down big yesterday and today. I get it. They’re losing the steady hand of CEO of Michele Buck and getting Tanner, who only spent about a year and a half at Wendy’s, where he departed. Even though Tanner originally had a consumer packaged goods background, he’d been in PepsiCo for 32 years before Wendy’s, it always raises eyebrows when a CEO flees a struggling company to work somewhere else in a hurry.
Plus, Tanner was the guy who brought dynamic pricing, where they jack up prices in periods of high demand to fast food. Well, that didn’t go down well. The other reason Hershey’s getting hit, if you were hoping for a takeover here, hiring this new CEO seems to take that off the table. It was a clarion call to sell. And if you didn’t get out when it was announced because you were busy paying only attention to the president, you may have caught a 14-point decline, and you want to avoid a 14-point decline all the time. That’s hazardous.”
Hershey (NYSE:HSY) manufactures and sells a wide range of confectionery, snack, and pantry products under brands like Hershey’s, Reese’s, Kit Kat, SkinnyPop, and Dot’s Pretzels.
