Jim Cramer, host of Mad Money, wrapped up the week on Friday by advising investors to focus closely on upcoming economic indicators and earnings of different companies.
“The president had this big call with President Xi today, right, with China, and all we heard about is that there was this solid discussion about TikTok and some sort of deal reached. I don’t think that’s the way it comes out with this president. He gives a nice talk, but then saves everything for the weekend. I think, over the weekend, we’ll find out about the other things that were discussed, including what the Chinese would buy from us in exchange for a trade deal… I think it’ll move stocks on Monday.”
READ ALSO: Jim Cramer Was Focused on These 13 Stocks and Jim Cramer’s Recent Takes on These 12 Stocks.
Looking ahead to Wednesday, Cramer pointed out that new home sales data would be released. He stressed the importance of seeing increased housing transactions but flagged concerns about the bond market. Since the Federal Reserve cut short-term interest rates last Wednesday, bond prices have declined while yields have risen. Cramer warned that it is counterproductive for the housing market. He mentioned that if borrowing costs remain elevated due to rising yields, it will be difficult to see any meaningful increase in home sales.
“And then finally, we’ve got this really hard thing to understand, okay, it’s the Fed’s favorite gauge of inflation. It’s called the Personal Consumption Expenditures Price Index. We care about these indices because we want the Fed to get out of the box where inflation goes higher and hiring gets worse.”
Cramer said that the challenge is that inflation remains difficult to interpret, in part due to distortions caused by tariffs. He noted that if the inflation data reflects mostly one-time impacts from tariffs, that would be a more encouraging sign. He said that the Fed cannot move forward with meaningful rate cuts until there is clear evidence that inflation is truly under control.
“Bottom line: No matter what, we have to accept that… this week brought still one more round of skepticism, derision, head scratching and befuddlement as the vast majority of commentators and analysts, at least the ones that I listen to, continue to denigrate a market despite the fact that it’s made a huge amount of money for the true believers and people who belong to the great nation of Cramerica.”
Our Methodology
For this article, we compiled a list of 26 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on September 19. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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).
26 Stocks Jim Cramer Offered Insights On
26. Rocket Companies, Inc. (NYSE:RKT)
Number of Hedge Fund Holders: 56
Rocket Companies, Inc. (NYSE:RKT) is one of the stocks Jim Cramer offered insights on. A caller asked whether this week’s rate cut and the likelihood of additional cuts could lead to a surge in it due to falling mortgage rates. Cramer replied:
“Man, everyone’s kind of, here’s the problem, sir: Everyone’s kind of done that trade. I would much rather see you be in Wells, which is resting here at 80. Divide it by four and call it a $20 stock. I just think what matters is that Wells is the one at this point, that is, it’s spring-loaded. This one has already gone off.”
Rocket Companies, Inc. (NYSE:RKT) delivers mortgage, real estate, and personal finance solutions through brands like Rocket Mortgage, Rocket Homes, Rocket Loans, and Rocket Money, alongside software services such as Lendesk. The company also provides appraisal, settlement, and loan origination services while originating, closing, selling, and servicing agency-conforming loans. When a caller inquired about the company in light of rate cuts in a May episode, Cramer replied:
“If that’s the case, if that scenario occurs, then you gotta buy, buy, buy…. Now that’s not my scenario. My scenario is that nothing happens because the president is doing stuff that’ll make it so that Mr. Powell may say, listen, I can’t encourage any inflation, and that could go on for a little bit. But you know what? I think Rocket’s a very fine company.”
25. Okta, Inc. (NASDAQ:OKTA)
Number of Hedge Fund Holders: 57
Okta, Inc. (NASDAQ:OKTA) is one of the stocks Jim Cramer offered insights on. When Cramer was asked about the stock during the lightning round, Cramer said:
“I like Okta because I like identity management. But you know what? Palo Alto’s got great identity management now that they’re buying CyberArk, so I got to send you over to PANW.”
Okta, Inc. (NASDAQ:OKTA) provides identity and access management solutions through products like Single Sign-On, Adaptive Multi-Factor Authentication, API security, and device access, along with governance, lifecycle, and server access tools. Its platform also includes universal login, attack protection, and extensibility features to secure users, applications, and cloud infrastructure. During a July episode, Cramer said that he likes Okta, Inc. (NASDAQ:OKTA), but he prefers CrowdStrike instead. He commented:
“Okay, Okta. I like Okta, but I gotta tell you, I got the CrowdStrike down like 40 gazillion points today. I’d rather own CrowdStrike nine days ahead of when the Earth stood still from their outage.”
24. Accenture plc (NYSE:ACN)
Number of Hedge Fund Holders: 65
Accenture plc (NYSE:ACN) is one of the stocks Jim Cramer offered insights on. When a caller asked about the stock during the lightning round, Cramer stated:
“Alright, now I gotta tell you, Accenture’s come down enough. It hit a 52-week low. I mean, how bad could it really be? It hit a 52-week low today. I don’t think it’s that bad. The only thing I would change is that when you do, when you put it in spell check, it always goes to CAN instead of ACN. But that’s not really their fault. I think that at 18 times earnings, I’m willing to pull the trigger, Accenture, and that’s the first time I’ve said that because I have really disliked the stock.”
Accenture plc (NYSE:ACN) delivers consulting, technology, operations, and digital services, including AI, automation, security, and software engineering. In addition, the company designs and produces robotics and hardware solutions. It serves clients across industries such as finance, healthcare, consumer goods, energy, and technology.
23. Ramaco Resources, Inc. (NASDAQ:METC)
Number of Hedge Fund Holders: 14
Ramaco Resources, Inc. (NASDAQ:METC) is one of the stocks Jim Cramer offered insights on. Answering a caller’s query about the stock, Cramer commented:
“Oh man, you want to talk about coal, huh? Okay, look, the president likes coal. He likes nuclear. The president likes, he doesn’t like wind, and he doesn’t like solar. Isn’t that funny? Alright, here’s the deal. I think that coal, this stock has gone up so much. Please wait for a little bit of a pullback because the president may want coal, but the utilities don’t, and that’s, in the end, who burns the coal.”
Ramaco Resources, Inc. (NASDAQ:METC) develops and operates metallurgical coal projects, including Elk Creek, Berwind, Knox Creek, Maben, and Brook Mine. The company supplies coal to blast furnace steel mills, coke plants, and international consumers. On September 18, Jefferies analyst Christopher LaFemina raised the price target on the stock to $45 from $27 and kept a Buy rating. The analyst noted that the company’s plan to expand the Brooks Mine project would boost production of rare earths and critical minerals. He also mentioned that the new target may be on the low side, with the Brooks Mine ramp-up having a potential value of up to $77 per share.
22. CMS Energy Corporation (NYSE:CMS)
Number of Hedge Fund Holders: 38
CMS Energy Corporation (NYSE:CMS) is one of the stocks Jim Cramer offered insights on. A caller asked about the stock during the lightning round, and Cramer said, “Consumers Energy, I like Consumers Energy. I think it’s fine. It’s good.”
CMS Energy Corporation (NYSE:CMS) provides electricity and natural gas through extensive generation, transmission, and distribution networks, using sources such as coal, gas, wind, nuclear, and renewables. Additionally, the company develops and operates renewable energy projects, serving millions of residential, commercial, and industrial customers. On September 9, CMS Energy Corporation (NYSE:CMS) agreed to sell its 13 hydroelectric dams to Confluence Hydro, a subsidiary of Hull Street Energy, to reduce long-term costs while maintaining safety and supporting local economic and recreational needs. The deal, which includes a 30-year power supply contract and requires regulatory approval, will transfer operations to a “buyer who has a focus on river hydro generation,” according to the V.P. of the company, Jean Kang.
21. Simon Property Group, Inc. (NYSE:SPG)
Number of Hedge Fund Holders: 48
Simon Property Group, Inc. (NYSE:SPG) is one of the stocks Jim Cramer offered insights on. A club member asked whether looming interest rate cuts make it a good time to balance an aggressive portfolio by investing in Realty Income or Simon Property Group. Cramer remarked:
“Alright, there you go. Right there. Amazon, boom, boom, boom. Rate cuts looming… Simon Property and [Realty], I don’t really care what, what, these are both fabulous companies, and this, you get a monthly dividend. And this thing has just been a rocket ship… But I really, really like, oh, there you go. I really like both of them, and I think that you’re going to be in great shape.”
Simon Property Group, Inc. (NYSE:SPG) is a real estate investment trust that owns, develops, and manages shopping, dining, entertainment, and mixed-use destinations. During an April episode, when a caller asked about tariff impact on the company, Cramer responded:
“Well, they have some exposure because they have some retail. But you know what, I’ve gotta tell you, they are a terrific company. Got a 5.7% yield. I think Simon Property should be bought and bought right here.”
Since the above comment, the company stock has gained nearly 23%.
20. SoFi Technologies, Inc. (NASDAQ:SOFI)
Number of Hedge Fund Holders: 47
SoFi Technologies, Inc. (NASDAQ:SOFI) is one of the stocks Jim Cramer offered insights on. A club member mentioned buying Robinhood, SoFi, and Reddit during the spring’s tariff-driven market decline, and asked if they can buy it back in. Cramer commented:
“Man, you were smart… No, I don’t want you to do that. I want you to wait till they come down. I don’t want you to turn a great investment into a bad trade. Every one of those is terrific. Don’t feel bad about SOFI. That was an incredible, actually, you know, look, let’s feel bad about the losers, not the winners. That SOFI was incredible. We recommended SOFI at 4. I’m looking at my executive producer… She remembers when we did it, it was like one of these moments, it was a cold shot. I feel terrific about it, but you just had a great investment and you… booked a big profit. Nobody ever got hurt booking a profit.”
SoFi Technologies, Inc. (NASDAQ:SOFI) provides a broad range of financial services, including lending, banking, investing, credit cards, insurance, and financial management tools.
19. Royal Caribbean Cruises Ltd. (NYSE:RCL)
Number of Hedge Fund Holders: 43
Royal Caribbean Cruises Ltd. (NYSE:RCL) is one of the stocks Jim Cramer offered insights on. A club member inquired about how declining rates and increasing unemployment might impact the cruise sector. Cramer replied:
“I saw today, we had someone who cut the price target in Royal Caribbean for the same reason, but they also raised the price target in Vikings. So, I mean, I don’t know what they’re really getting at. I’m not, I’m not changing my view. These are all terrific, every single one of them. And Royal’s my fave, and I am not going to back away from it because I don’t think it’s much related to employment as it is related to value. Cruises are great value. They’re far less expensive than staying at a hotel, and they’re very, they’re a lot of fun. I’ve taken two of them in the last year. I gotta tell you, I think they’re fabulous.”
Royal Caribbean Cruises Ltd. (NYSE:RCL) operates global cruise services through its Royal Caribbean International, Celebrity Cruises, and Silversea Cruises brands.
18. DoorDash, Inc. (NASDAQ:DASH)
Number of Hedge Fund Holders: 100
DoorDash, Inc. (NASDAQ:DASH) is one of the stocks Jim Cramer offered insights on. A club member asked for stock recommendations that teenagers would recognize and that are also solid investments with reasonable entry points for young investors, and Cramer stated:
“Yes, I do, okay. I would suggest DoorDash. I would suggest Robinhood, and I would suggest Reddit. Those three, I think, everybody would understand. Don’t have to buy them all at once. Let’s say, they want to buy 10 shares; buy them slowly. Buy two at a time. It’s okay. There’s no, in the old days, the commission for two was the same as a hundred. These days, no commish. Just go buy on the way down. Use 3 to $5 increments because those stocks are all high-dollar stocks, and then they’ll follow them because they know them.”
DoorDash, Inc. (NASDAQ:DASH) operates a commerce platform connecting merchants, consumers, and delivery contractors through its DoorDash and Wolt marketplaces.
17. Wells Fargo & Company (NYSE:WFC)
Number of Hedge Fund Holders: 75
Wells Fargo & Company (NYSE:WFC) is one of the stocks Jim Cramer offered insights on. A club member who previously bought JPM, GS, MS, and WFC based on Cramer’s earlier advice and has seen strong gains asked whether falling interest rates signal it is time to sell bank stocks. Cramer commented:
“Okay, so what matters is actually the long rate versus the short rate. If the long rate’s higher and the short rate’s down, well, these banks borrow short and they lend long and that’s a sensational time for them. I think all these banks are good. Now, we own Wells Fargo for the trust and Goldman for the trust, and they’ve just been fantastic. Do you need all of them? No, but you know what, it is a little bit of a pickle because they’re all, these four are all great.
Now I know… that sounds very glib, but oddly enough, Wells Fargo, which is only up 13, I think, is the best position to go higher. But any of these are fine. I would like you to think that you only have one, let’s say, don’t put more than a fifth of your portfolio into banks. And you can either reduce all to those or sell some, but you’ve got a great investment going. I like them all. I wouldn’t sell personally.”
Wells Fargo & Company (NYSE:WFC) provides financial services, including banking, lending, investment, wealth management, and capital markets solutions. The firm offers services to consumer, commercial, corporate, and institutional clients through traditional, advisory, and digital channels.
16. Banco Santander, S.A. (NYSE:SAN)
Number of Hedge Fund Holders: 18
Banco Santander, S.A. (NYSE:SAN) is one of the stocks Jim Cramer offered insights on. A club member asked if it makes sense to continue buying SAN shares, and he stated:
“Okay, Banco Santander is the largest bank in Europe. This is run by Ana Botín. It’s a sensational bank… But I will say this, at $10, you should wait till it goes back to 9. I’m not kidding. I’ve watched the stock climb and climb and climb. It had a little bit of a spike. I don’t like that. Under 9 would be a terrific level. Still got a good yield. And there you go, try to get it here. It could happen. All right. It’s a fantastic bank, but it does sometimes trade a little strange. It’s… one, it is my favorite bank in Europe.”
Banco Santander, S.A. (NYSE:SAN) provides financial services including retail and commercial banking, consumer finance, corporate and investment banking, wealth management, insurance, and digital payments. The firm’s activities also extend to asset management, leasing, real estate, technology services, and various financial advisory solutions.
15. Waste Management, Inc. (NYSE:WM)
Number of Hedge Fund Holders: 75
Waste Management, Inc. (NYSE:WM) is one of the stocks Jim Cramer offered insights on. A club member noted the stock’s steady decline from its recent high despite no apparent news and asked whether it is a buying opportunity or time to sell. Cramer replied:
“Okay, so look, this is really important. This is a company that… really does, I mean, the main, main factor of what controls WM is, believe it or not, lots of housing construction and a lot of people feel that that’s kind of on hold. I’m not going to disagree with that, but I will say this: I think the stock’s a buy. I don’t think the numbers are coming down any more from here. I’ve been waiting for the stock. I looked at it when the… trust was thinking about buying it right here, and then I was worried about exactly what I just mentioned. At these prices, I’m not worried. I think it’s just plain out and out a buy. I would buy it on Monday morning.”
Waste Management, Inc. (NYSE:WM) provides environmental services including waste collection, recycling, landfill gas-to-energy production, and renewable natural gas. In addition, the company offers composting, remediation, industrial waste handling, regulated waste disposal, and secure information destruction solutions.
14. McDonald’s Corporation (NYSE:MCD)
Number of Hedge Fund Holders: 78
McDonald’s Corporation (NYSE:MCD) is one of the stocks Jim Cramer offered insights on. A caller asked how the dividend amount is determined for the stock, and Cramer remarked:
“Well, look, they pay a dividend, it’s $1.77. They make, they have huge cash flow. They have no problem paying it. It’s a fantastic dividend. It’s been an amazing company. It does sell at market multiple 25 times earnings. I have to tell you, if you own McDonald’s here, you bought McDonald’s here at 302, I think a year from now, you’re going to make a lot of money, and Chris Kempczinski is such a good manager. I think McDonald’s is a buy, and by the way, I have to admit, as a treat, I still go, had it last week. Can’t beat it.”
McDonald’s Corporation (NYSE:MCD) operates and franchises restaurants worldwide under the McDonald’s brand. The company provides burgers, chicken sandwiches, fries, beverages, desserts, and breakfast items.
13. PepsiCo, Inc. (NASDAQ:PEP)
Number of Hedge Fund Holders: 68
PepsiCo, Inc. (NASDAQ:PEP) is one of the stocks Jim Cramer offered insights on. A caller expressed concern over the stock purchased at $149, noting its continued decline despite a $4 billion investment from Elliott Management, and asked whether to hold, buy more, or exit the position. Cramer said:
“Right here at 141, it is bottoming… You know it’s that 4% yield… That 4% yield brings people in because it’s a safe yield, and I think that management is getting energized to do some good things. You own that stock, do not trade it.”
PepsiCo, Inc. (NASDAQ:PEP) manufactures, markets, and distributes a wide range of beverages and convenient foods, including snacks, cereals, dairy, and ready-to-drink products. Cramer mentioned the company during the September 10 episode and commented:
“I know PepsiCo’s never going to be up 100 points in one day, but if you’re building a diversified portfolio of mostly growth stocks, as you should, you can do a lot worse than owning a premier growth company like PepsiCo. And by the way, it still is a premier growth company. Why PepsiCo? First and most cogent, Elliott Management just took a $4 billion stake in PEP. And this activist hedge fund wants change… You got a $142 stock here that traded at 196 two and a half years ago, and it now, because it’s fallen so much, yields almost 4%.
Do you know it used to trade at a premium to Coca-Cola, the most revered consumer packaged goods stock? Now it trades at a big discount. Why can’t it go back to a premium someday?… You buy a stock like PepsiCo, you let that dividend compound over time, and you’re going to make a ton of money. Sure, it won’t be immediate, but you’re buying the stock at what amounts to be a historic discount with lots of levers to pull, and they will be pulled as long as Elliott’s in there pulling with you.”
12. Darden Restaurants, Inc. (NYSE:DRI)
Number of Hedge Fund Holders: 44
Darden Restaurants, Inc. (NYSE:DRI) is one of the stocks Jim Cramer offered insights on. Cramer defended the stock after its quarterly report and explained his bullish stance. He remarked:
“It’s funny, when you look at the numbers, the results don’t seem all that bad, more of a mix of positive and negative… However, thanks to inflation, their margins came under pressure… So sure, it’s a mixed quarter, but does that justify the stock’s decline from 208 to below 185? Come on. Look, I think Wall Street got freaked out by Darden’s higher-than-expected costs…But the investors that are selling the stock down on cost issues, I think they might be missing all the things that Darden’s doing right to attract customers in this tricky environment.
I keep telling you that only value-oriented restaurant chains like value-oriented retailers, that’s who’s attracting lots of customers in this economy, and Darden’s definitely focused on value… In the end, I get why so many people sold Darden in response to those higher-than-expected costs. If food inflation’s really out of control, then this is a very tough business to be in. It really is. But the bottom line: I also don’t want to overlook what Darden’s been doing right. The company’s been able to resonate with consumers at a time when they’re increasingly discerning about where to spend their money.
That’s why I don’t want to get too hung up on rising costs that, as management sees it, are temporary. And it’s why I don’t want to give up on Darden’s stock, especially now that it’s sold all the way down here. 17 times earnings, 3.25% yield. You could certainly do a lot worse than owning shares in Darden, which I believe will come through… this bout of inflation just fine. It always has. Maybe that’s why, in the end, people like it so much.”
Darden Restaurants, Inc. (NYSE:DRI) owns and operates full-service restaurants under brands such as Olive Garden, Ruth’s Chris Steak House, The Capital Grille, Cheddar’s Scratch Kitchen, Yard House, LongHorn Steakhouse, and others.
11. The Wendy’s Company (NASDAQ:WEN)
Number of Hedge Fund Holders: 26
The Wendy’s Company (NASDAQ:WEN) is one of the stocks Jim Cramer offered insights on. During the episode, a caller asked for Cramer’s take on the stock, and he replied:
“Too risky. Too risky. I mean, I can tolerate McDonald’s here. I actually like McDonald’s here at… Let me see, where’d it go out? I like McDonald’s at 302, and I really, I gotta tell you, I’m liking these, these kind of nice casuals like the, like the Darden and Texas Roadhouse, are down too much. They’re down too much. Limited downside here because all the bad news is now in after Darden.”
The Wendy’s Company (NASDAQ:WEN) operates, develops, and franchises quick-service restaurants specializing in hamburgers. When a caller asked about the company’s stock in a July episode, Cramer replied:
“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.”
10. FedEx Corporation (NYSE:FDX)
Number of Hedge Fund Holders: 67
FedEx Corporation (NYSE:FDX) is one of the stocks Jim Cramer offered insights on. Cramer made some positive comments on the stock following its earnings. He said:
“… Subramaniam said that because they’d already handled this with China, they were in a much better position to help shippers in the rest of the world now that the exemption’s totally gone. It seems like they’ve worked some great partnerships about this stuff. At the same time, FedEx is clearly winning market share, and they’re not doing it simply by cutting prices. I think they’re doing it with better service…
Put it all together and you get what we got last night, a much better-than-expected set of numbers from FedEx that led to a very nice rally in the stock. And I’ve gotta tell you, I thought it should have even been higher. So the question is, can it continue? Honestly, I think it really can. While I want to stay a little cautious, given everything that’s going on with tariffs and a murky economic backdrop, I think FedEx has been able to do a fantastic job navigating its way through this tricky environment, keeping customers happy and taking a lot of market share while also cutting costs.
That makes me feel a lot more confident about this one. Doesn’t hurt that stock’s super cheap, trading at less than 13 times the midpoint of their full-year earnings forecast. Remember, average stock in this market sells at 25 times earnings. And when all is said and done, I wonder if that forecast ends up looking super conservative in retrospect. FedEx also pays a respectable 2.5% dividend yield, and unlike UPS… [whose] yield is more than three times that level, I have no worries that FedEx is going to have to cut it. This dividend is safe. The bottom line: Even in a tough environment, FedEx managed to blow away the numbers last night, and look at how they pulled it off. I gotta tell you, I am cautiously optimistic that this one is not done and is going higher, maybe much higher.”
FedEx Corporation (NYSE:FDX) provides transportation, logistics, e-commerce, and business services, including express shipping, freight, ground delivery, and supply chain management solutions.
9. Adobe Inc. (NASDAQ:ADBE)
Number of Hedge Fund Holders: 104
Adobe Inc. (NASDAQ:ADBE) is one of the stocks Jim Cramer offered insights on. Inquiring about the stock, a caller mentioned that it looks like the stock is suffering, and Cramer commented:
“Tough… very tough. Adobe, Adobe made that quarter, but I think there were, a lot of that was price raising, and I want to see organic growth. If you want to know like… if you want to compare that with something, compare it to Workday, which we had on the other day, and I think that they were doing it by doing new deals, not at higher prices, but just a lot of new deals. Organic growth is what we want, not price-driven growth.”
Adobe Inc. (NASDAQ:ADBE) delivers creative, document, and customer experience solutions through its platforms. The company’s solutions include content creation, publishing, analytics, marketing, e-commerce, and digital advertising. During the September 5 episode, Cramer said that the stock has “fallen dramatically out of favor,” as he remarked:
“However, I am not sure about the stock of a one-time fave of mine, Adobe, which has fallen dramatically out of favor, not unlike Salesforce, which reported a big upside earnings surprise this week, but it meant nothing for the stock ostensibly because it didn’t lift guidance enough, but more likely because the Wall Street fashion show has turned against their software as a service business model like Adobe has. Why? Because money managers are under the impression that this kind of model is vulnerable to artificial intelligence competition. Lost in the shuffle, Adobe’s got the best product. I no longer think that may be enough to propel the stock higher.”
8. Visa Inc. (NYSE:V)
Number of Hedge Fund Holders: 167
Visa Inc. (NYSE:V) is one of the stocks Jim Cramer offered insights on. A caller inquired about the impact of stablecoins and blockchain competition on the recent stock decline. Cramer replied:
“Okay… you’re right in my wheelhouse. Let me tell you, you’re right in my wheelhouse. That’s what’s called the opportunity. These different little entities, and they are very little, have created the opportunity that you need to be able to get in Visa at a good price. Periodically, you get it at a good price, and when you do, pull the trigger.”
Visa Inc. (NYSE:V) is a payment technology company that runs VisaNet to process transactions and provides credit, debit, and prepaid products along with digital payment services. The company also provides cross-border and business payment solutions, fraud prevention, analytics, and consulting. Cramer discussed the stock upon inquiry by a caller in a June episode. He commented:
“Okay, this is a very hard question because Visa and MasterCard are valued much more highly, I think, than American Express in terms of PE multiple. I want American Express of these three, and I’ll tell you why. I think America’s Express has got this younger demographic that is really exciting and not really built into the price-to-earnings multiple. That said, look, these are all great companies… I met with Mastercard’s management this week. I talked with Visa’s management. You’re not going to go wrong owning any one of these companies. They’re three of the best companies in America.”
7. Costco Wholesale Corporation (NASDAQ:COST)
Number of Hedge Fund Holders: 91
Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer offered insights on. Cramer said the stock is stuck in “kind of a purgatory,” as he commented:
“Let’s talk about Thursday evening, though. There we have Costco, and right now, Costco’s stuck in a kind of a purgatory, a very high PE… 53. I find you don’t want to buy Costco until the PE goes below 50. But I own it for the Charitable Trust, and I’m willing to hold it all I want. It’s hard to believe that Costco can vault higher from here, but I think maybe it can.”
Costco Wholesale Corporation (NASDAQ:COST) operates membership-based warehouses that provide a wide variety of branded and private-label products, including groceries, appliances, apparel, and household goods. In addition, it provides fuel, pharmacies, optical and food services, as well as e-commerce and business delivery options. Cramer called the company a “great long-term hold” during the September 16 episode. He said:
“I think that Costco is a great long-term hold. There’s never been a moment where it’s cheap. And that is something that the late Charlie Munger talked about. He was on the board of Berkshire Hathaway. Never. So my belief is that you buy this slowly. You want to buy 50 shares? Buy 10 here. Wait for it to come down. I think it’s a great stock. Don’t buy it all at once.”
6. Jabil Inc. (NYSE:JBL)
Number of Hedge Fund Holders: 52
Jabil Inc. (NYSE:JBL) is one of the stocks Jim Cramer offered insights on. Cramer said that the company’s quarter will “once again be terrific.” He commented:
“Thursday morning, we get results from one of the great stocks of the moment and nobody ever talks about, except for me, it’s Jabil… It’s a manufacturer, and it does a lot of the technology that we see every day. I think there’s tremendous demand for so much of what Jabil makes. So the quarter will once again be terrific. Jabil’s consistently brilliant, and it’s making say, printed electronics devices… assembly among so many others. Now the big problem here is, is that people don’t really understand all the different things they do, but I really do like them.”
Jabil Inc. (NYSE:JBL) delivers manufacturing and design solutions, including electronics design, prototyping, product validation, and systems assembly. The company serves industries such as healthcare, automotive, cloud, mobility, and packaging with end-to-end product development and supply chain services.
5. KB Home (NYSE:KBH)
Number of Hedge Fund Holders: 26
KB Home (NYSE:KBH) is one of the stocks Jim Cramer offered insights on. Cramer mentioned that the stock is quite dependant on Fed cutting rates, as he said:
“In the evening, KB Home reports, and I bet it follows in the footsteps of Lennar, which got hit really hard today off of some gross margin pressure and the aforementioned stubbornly high mortgage rates. By the way, can I just say, Stuart Miller of Lennar? He’s fabulous. So if they were struggling, everybody’s struggling. These home building stocks simply won’t get traction until the Fed says it’s not as worried about inflation and it sees a clear path to taking the federal funds rate down to two, two and a half percent. Until that they do, KB Home is just a trade, and I don’t want to trade. I talk a lot about that in my book. Trading is for suckers, okay? It’s for suckers.”
KB Home (NYSE:KBH) designs and sells single-family homes, townhomes, and condominiums for a range of buyers. The company also provides mortgage, insurance, and title services.
4. Cintas Corporation (NASDAQ:CTAS)
Number of Hedge Fund Holders: 57
Cintas Corporation (NASDAQ:CTAS) is one of the stocks Jim Cramer offered insights on. Cramer was bullish on the company stock, as he stated:
“Now, also Wednesday morning, we hear from one-time market darling, Cintas, the uniform rental company, also provides a bunch of other large services, largely to small and medium-sized businesses. But you know they’ve got some large ones too. I think Cintas could bring us an upside surprise. I like it very much at these levels.”
Cintas Corporation (NASDAQ:CTAS) provides corporate uniforms, facility services, and safety solutions, including fire protection and first aid products. Cramer discussed the stock in the September 10 episode, as he commented:
“People feel that there’s a slowdown going on. People feel that there’s going to, that, there’s one of those moments where there’s not a lot of hiring. That’s when you want to buy Cintas. Not when it’s flying high, but when it’s under the radar. I think you buy some here, then you wait for the quarter. If the quarter’s disappointing, you buy more. Why? Because this is a great long-term hold. That’s why.”
3. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 94
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer offered insights on. Cramer called it one of his “absolute favorite companies,” and said:
“Tuesday night, we hear from one of my absolute favorite companies, which is Micron, symbol… MU, talk about a sink or swim business. When this commodity chipmaker is plummeting, it tears your heart out, like Indiana Jones and the Temple of Doom. When it’s ramping, it, it can’t be stopped except that is by the CEO Sanjay Mehrotra. Sanjay likes to tell you the truth, and he knows that when a stock soars as much as Micron has lately, it can cause real heartache if anything at all slows down. So he calms things down. He’s a prudent person in a market that often honors recklessness. And you know what, I love that.
When you look at the outrageous trajectories in the nuclear stocks, say, or the quantum stocks, can you imagine any of those execs from those companies ever coming out like Sanjay and questioning whether their stocks should be so high? I certainly can’t. I wish more executives would be like this honest man. Either way, Micron’s had a big run. I want to wait for a pullback before I recommend it. And I gotta tell you, I really did like it… Rewind the tape. In the 80s and 90s, I was all over the thing.”
Micron Technology, Inc. (NASDAQ:MU) designs and produces memory and storage solutions, including DRAM and flash products, under the Micron and Crucial brands. The company’s technologies serve data centers, PCs, mobile devices, automotive, industrial, and consumer markets.
2. AutoZone, Inc. (NYSE:AZO)
Number of Hedge Fund Holders: 65
AutoZone, Inc. (NYSE:AZO) is one of the stocks Jim Cramer offered insights on. Starting this week’s game plan, Cramer said:
“Tuesday morning, we have AutoZone, AZO, reports, and I’ve been recommending this stock for two decades because no matter what happens, the company takes whatever cash it has on hand that’s spare and uses that money to buy back stock. It’s the most aggressive buyback in the New York Stock Exchange. Plus, the average car on the road in this country is getting real old. New ones cost a lot of money after tariffs, too much money. If you want to repair or maintain your old car yourself, it’s easier than ever because the instructions are all on YouTube. Even I, you know, 5, 10, 17 thumbs, I figure out stuff on YouTube and the parts, you can buy them at AutoZone.”
AutoZone, Inc. (NYSE:AZO) sells and distributes automotive replacement parts, maintenance items, and accessories for cars, SUVs, vans, and light trucks. It also provides commercial programs and diagnostic software.
1. Oklo Inc. (NYSE:OKLO)
Number of Hedge Fund Holders: 36
Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer offered insights on. Cramer highlighted that investors often fail to adjust when markets defy expectations, pointing toward the stock’s rally. He said:
“See, people see things that ordinarily would signal that stocks are ready to peak, but then it doesn’t happen, and they don’t adjust their expectations. They double down on their negativity. So we watch Oklo up another 29% day, this is one that were up a hundred since I said just go buy it because the government favors nuclear for the umpteenth time. We look at the quantum computing stocks, you know, I think you have to buy those too.”
Oklo Inc. (NYSE:OKLO) develops advanced fission power plants to deliver clean and reliable energy. In addition, the company commercializes nuclear fuel recycling technology that transforms waste into usable reactor fuel. Cramer mentioned the stock in the September 18 episode. He commented:
“What [are] examples of what speculation means?… Second kind of speculation, thesis stocks. Case in point, America’s short on power. We need every kind of energy… We need nuclear? That’s Oklo.”
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READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
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