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 trade negotiations between the US and Japan. He believes that the deal will put pressure on Europe and was relieved that car companies did not get caught up in the trade tensions:
“Now Europe’s going to be under a lot of pressure. But I do think that this was the big one in terms of like the huge car companies that you just did not want to see gutted. There are situations where everybody could win. I just don’t know where we are going to get all these people. Another 500 billion. 500 billion appears to be the operative term of what you’re supposed to invest here. We’re going to get a lot robots because holy cow, I mean we don’t have the people that’s a [inaudible] problem, but we don’t.”
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 23rd.
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).
9. Fiserv, Inc. (NYSE:FI)
Number of Hedge Fund Holders In Q1 2025: 72
Fiserv, Inc. (NYSE:FI) is an American financial technology company that enables card payment, fraud protection, and other associated services. The shares have lost 32% year-to-date, primarily on the back of a massive 15.6% dip in July. Fiserv, Inc. (NYSE:FI)’s stock was gutted as the firm failed to deliver on the holy grail of SaaS companies, revenue growth. The firm’s second quarter earnings report saw it cut its full year organic growth outlook to 10% from an earlier 10% to 12%. Since SaaS stocks such as Fiserv, Inc. (NYSE:FI) depend on revenue growth, investors weren’t pleased and they punished the firm instead. Here is what Cramer said:
“[On share price action after FI cut organic revenue guide to 10 from 10 to 12] That’s a high flier. No one really expected anything other than great from them. And that’s different from Texas Instruments, that’s like, wow, there was always a chance that that could happen.
“Clover, not that good. Clover’s Clover. There are these periodic ones that are such big misses.”
Fiserv, Inc. (NYSE:FI)’s shares also fell by 15% in May after the firm’s CFO admitted that it’s Clover platform won’t grow as fast as expected. Here’s what Cramer said about the firm back then:
“Yeah, I gotta tell you, this is one where I said I’ve gotta take my time and figure out what the heck is going wrong with Fiserv. This was just a disaster, and I’ve gotta know more because I don’t like what I’m hearing.”
8. Hasbro, Inc. (NASDAQ:HAS)
Number of Hedge Fund Holders In Q1 2025: 39
Hasbro, Inc. (NASDAQ:HAS) is one of the most popular toy companies in America. The shares have gained 33% year-to-date as the firm has benefited from tailwinds such as strong quarterly earnings and robust analyst coverage. The most recent catalyst for Hasbro, Inc. (NASDAQ:HAS)’s shares was its second quarter earnings report, which sent them down by 2.3%. The stock fell after investors fretted about tariff impacts despite a solid set of results. Cramer used Hasbro, Inc. (NASDAQ:HAS) as an example of the uncertainty plaguing the markets right now:
“And I would point you toward Hasbro, which was up gigantically earlier. And doing so well and then reverses because they have a lot of Chinese materials that are gonna be tariffed.”
Previously, Cramer commented on Hasbro, Inc. (NASDAQ:HAS) being part of an idea-driven market:
“So Goldman recommends Hasbro, which has been up ridiculously. And it goes up another two! We are in an idea-driven market. . .”
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