In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed what bank industry executives were saying about President Trump removing Federal Reserve Chairman Jerome Powell. He shared that the executives were getting bolder in sharing that an independent Fed was important for the US:
“Yeah when I asked them off and on, I said will you come on, they’re happy to talk about it. They’re not fearful of Trump for that. They feel the retribution is unimportant versus an independent Fed. When I listened to Kevin Warsh this morning on Squawk I didn’t hear a lot about independence. I heard a lot about, cooperation. And, uh, he had a ahistorical vision of things. And when I say ahistorical, I know exactly that that is fire. I don’t care. I think that the notion of Fed that is subservient to the President was, was, the undercurrent of what I heard from Mr. Warsh. I don’t know the man, I think he’s out there calling for this new regime. And I don’t like new regime cause we have a current regime. It’s called the United States. Worked pretty good. I dated it to 1770s. I carbon dated it.”
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 July 17th.
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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
8. Novartis AG (NYSE:NVS)
Number of Hedge Fund Holders In Q1 2025: 33
Novartis AG (NYSE:NVS) is a Swiss pharmaceutical company that is one of the largest of its kind. Its shares have gained 17% year-to-date, but the shares lost 2.5% in July after the firm’s fiscal first quarter earnings report. The results saw Novartis AG (NYSE:NVS) post $14.05 billion in revenue, which fell short of analyst estimates of $14.18 billion. However, the firm’s operating profit sat at $5.93 billion which was higher than the $5.69 billion that analysts had penciled in. For his part, Cramer had a shocking question on his mind as he wondered whether Novartis AG (NYSE:NVS) CEO Dr. Vasant Narasimhan was leaving the company:
“[On NVS raising the guide and getting a buyback]”They did have one failure of a drug, that was very, very important but I saw that Vass, Vass is going? He’s a terrific CEO.”
Loomis Sayles Global Growth Fund mentioned Novartis AG (NYSE:NVS) in its Q1 2025 investor letter. Here is what the firm said:
“Novartis AG (NYSE:NVS) is a diversified global healthcare company with market leadership in branded pharmaceuticals across a broad range of treatment areas, including oncology (30% of revenues), immunology (almost 20% of revenues), cardiovascular, renal, and metabolic (almost 20%), and neurology (10%). The company also derives over 20% of revenues from mature branded products in non-core therapy areas. With the October 2023 spinoff of the company’s Sandoz generics and biosimilars division, which followed the 2019 spinoff of ophthalmologic equipment maker Alcon and 2018 divestiture of a consumer health joint venture, the company is now purely focused on innovative medicines, which accounted for about 80% of revenue and 85% of core operating income prior to the Sandoz spinoff. The company generates over 50% of revenue from the Americas, approximately 30% from Europe, and almost 20% from the rest of the world.”
7. Bristol-Myers Squibb Company (NYSE:BMY)
Number of Hedge Fund Holders In Q1 2025: 69
Bristol-Myers Squibb Company (NYSE:BMY) is one of the largest and most well-known American pharmaceutical companies. It has long been one of Cramer’s favorite stocks as the CNBC TV host has been nothing but full of optimism about its COBENFY schizophrenia drug. However, during this show, he changed his tone and pinned all hopes on COBENFY’s success:
“[Report about the two selling Eliquis at a discount] Yeah, I mean, mistakes I’ve made a few but, today I’m looking at Bristol, Bristol better come through with this. With this mental health, with this mental health drug that they bought, the schizophrenic drug. . . .I mean Bristol is uh, Bristol’s bad. And I own it. I own it because of this schizophrenia drug. And I said yesterday to the club, they get this schizophrenia drug, I’m going with it. They don’t get this schizophrenia drug, I’ve never heard of it. That’s where I am. Never heard of Bristol-Myers.”
Previously, Cramer discussed Bristol-Myers Squibb Company (NYSE:BMY)’s “faint pulse”:
“Of course, some of the rally’s nothing more than the left-behind stocks playing catch up. The drug stocks had a rare day in the sun. I wish I had something good to say about them. Maybe it’s enough to say that Bristol Myers has a faint pulse, one that lasted until the end of the session.”
