On Monday’s episode of Mad Money, host Jim Cramer talked about the market’s strong rebound after last week’s sell-off, pointing out that much of the recovery came from a wave of buying in high-risk stocks.
“Today we got a do-over… It occurred after the misery of Liberation Day, and now we just got our second do-over in one year… There’s just one problem. As tremendous as today’s rally was, the market didn’t come all the way back, not nearly. And the stocks that did come roaring back were the most speculative ones, the names that I’m most worried about.”
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Cramer said that the concern was the type of stocks driving the recovery. He emphasized that the biggest gains came from the most speculative names, the ones that worry him the most. He referred to it as yet another example of what he has been calling “the year of magical investing,” where speculative stocks once again outperformed more established names. He noted that it has been evident, especially since last Friday, when markets were rattled by the president’s announcement of a 100% tariff policy.
“The bottom line: I don’t love a day like today because the speculative stocks make for bad leadership. It’s much more encouraging when the tried and true do the leading, even if the tried and true means the Magnificent Seven and their fellow travelers.”
Our Methodology
For this article, we compiled a list of 6 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 13. 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
6 Stocks on Jim Cramer’s Radar
6. Freeport-McMoRan Inc. (NYSE:FCX)
Number of Hedge Fund Holders: 96
Freeport-McMoRan Inc. (NYSE:FCX) is one of the stocks on Jim Cramer’s radar. Pointing to its large Indonesian copper and gold mine, growing copper demand, and rising gold prices, a caller asked about the company. In response, Cramer remarked:
“Yeah… look, the stock, everyone just thinks that Indonesia is going to expropriate the mine. I don’t think so. I think you’re fine in the stock.”
Freeport-McMoRan Inc. (NYSE:FCX) is a mining company that produces copper, gold, molybdenum, silver, and other metals. During the June 26 episode, Cramer mentioned the company and said:
“Then it was Freeport-McMoRan, that’s the copper miner. Copper’s been a loser for years, but periodically, the Chinese order tons of it, or we buy it in bulk for the data centers. I don’t want to own Freeport, even as copper is up 25% for the year. Freeport is a trading vehicle, and we don’t do that around here, but it certainly demonstrates the diversity of this top 10 list.”
5. FactSet Research Systems Inc. (NYSE:FDS)
Number of Hedge Fund Holders: 36
FactSet Research Systems Inc. (NYSE:FDS) is one of the stocks on Jim Cramer’s radar. During the lightning round, a caller asked about the company, and Cramer said:
“Yeah, what the hell is this? It’s down, it’s at 15 multiple, I’m not going to tell you to sell a stock down at 15 multiple. I like it. Can’t tell you to buy it, but holy cow, it’s way too cheap.”
FactSet Research Systems Inc. (NYSE:FDS) provides financial data, analytics, and digital solutions that support investment research, portfolio management, and risk analysis. Baron Focused Growth Fund stated the following regarding FactSet Research Systems Inc. (NYSE:FDS) in its second quarter 2025 investor letter:
“Within Financials, modest declines from specialty insurer Arch Capital Group Ltd. and investment management tools provider FactSet Research Systems Inc. (NYSE:FDS) weighed on performance, overshadowing strong performance from leading online brokerage house Interactive Brokers Group, Inc. FactSet‘s shares detracted from performance despite above consensus fiscal Q3 earnings and upbeat commentary from management about prospects for the remainder of fiscal 2025. The stock experienced some volatility following the announcement that longtime CEO Phil Snow will retire later this year. However, remarks on a recent earnings call emphasized that this was a personal decision unrelated to company performance. We retain long-term conviction in FactSet given its large addressable market, strong execution across both new product development and financial results, and robust free cash flow generation.”
