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Coterra Energy Inc (NYSE:CTRA): The Best Jim Cramer Stock Pick for a Trump Presidency?

We recently published a list of Jim Cramer’s Top 11 Trump Trades: Winners and LosersSince Coterra Energy Inc (NYSE:CTRA) ranks 11th on the list, it deserves a deeper look.

Jim Cramer in a latest program talked about the consequences of the failed assassination attempt on Donald Trump and mentioned a few stocks that could benefit if the former President comes to power again.

“You are sticking your head in the sand if you think nothing has changed after the failed assassination attempt on the now-official Republican nominee for President.”

Cramer said that the “frightening moments” of the assassination attempt have indeed “cut in the favor” of Trump’s win and he was “already leading in the polls.”

Cramer recalled the days when he was the anchor of Kudlow & Cramer show and Biden was a senator from Delaware. Cramer said Biden once told him that he was the “poorest senator out of one hundred because he owned no stocks.”

“He was actually bragging about it,” Cramer said.

Cramer said that Joe Biden is not the “champion” of stocks and he’s “on board with labor.”

Jim Cramer’s Thoughts on Donald Trump

Here’s what Cramer said about Trump:

“In the many years I’ve known Trump and I have known him fairly well, he’s been wildely pro stock market, always watching it like a hawk. He loves bantering about the stock market.”

Cramer said that even though Trump was in “real estate, he enjoyed stocks.”

Jim Cramer added that Trump always thought there was too much regulation and was also “wildly” pro-oil and gas.  The CNBC host said since Trump cannot see the stock market going down and sees the market gains as a positive factor even for his presidency, his arrival in the White House could boost stock portfolios.

“Hate him or like him, he’s good for your portfolio.”

For this article watched the latest programs of Cramer where he mentioned stocks that could benefit from a Trump presidency. With each stock, we have 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 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

Coterra Energy Inc (NYSE:CTRA)

Number of Hedge Fund Investors: 40

Jim Cramer has repeatedly pitched Coterra Energy Inc (NYSE:CTRA) as a promising stock to buy over the past several months. In his latest program he said Coterra Energy Inc (NYSE:CTRA) could also gain if Trump comes to power.

Cramer’s charitable trust also owns a stake in the company. He said Coterra Energy Coterra Energy Inc (NYSE:CTRA) could be a “winner” if there’s a spike in natural gas orders.

One of the reasons why Cramer has been recommending Coterra is the rising energy demand on the back of the data center boom. During Q1 earnings call, Coterra Energy Inc (NYSE:CTRA) management talked about data centers and AI-led demand:

In spite of near-term headwinds, we remain wholly optimistic on natural gas. With coming LNG export capacity, near-term power demand and the evolving discussion about the long-term power demands of AI-driven data center needs, it is hard not to be constructive on the future of natural gas.

We watch this conversation closely and have heard forecast for incremental natural gas demand driven by growing data center consumption that range from 3 Bcf per day to 30-plus Bcf per day, by the year 2030. We will welcome increased demand anywhere within that range.

Read the entire earnings call transcript here.

Coterra Energy Inc (NYSE:CTRA) is expected to benefit from various catalysts in the future. Data from Natural Gas Intelligence says there would be a 76% increase in LNG support capacity by late 2024 into 2025 amid expectations of a lift of ban on LNG exports. Data centers, EVs and an overall rise in economic activity in the future will also lift gas demand, helping stocks like Coterra Energy Inc (NYSE:CTRA).

The company is expected to generate about $1.3 billion in 2024 free cash flow. Coterra Energy Inc (NYSE:CTRA) raised its full-year oil production forecast by 2% to 3% due to quicker cycle times and strong well performance. It also maintained its natural gas production outlook despite recent overperformance. Improved natural gas prices in the second half of 2024 are expected to prompt the completion of deferred wells.

Diamond Hill Mid Cap Strategy stated the following regarding Coterra Energy Inc. (NYSE:CTRA) in its fourth quarter 2023 investor letter:

“Other bottom contributors in Q4 included Coterra Energy Inc. (NYSE:CTRA), VF Corporation and Ciena Corporation. Coterra Energy is an oil exploration and production company focused in West Texas’s Permian Basin and Oklahoma. Though production is beating expectations, shares traded in sympathy with the broader industry, which declined alongside falling oil and natural gas prices.”

READ NEXT: Analyst Sees a New $25 Billion “Opportunity” for NVIDIA and Jim Cramer is Recommending These Stocks.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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