During the latest episode of Mad Money, which aired on Tuesday, the 13th of May, Jim Cramer talked about the recent rally in natural gas prices, saying:
“Alright, lately, we’ve seen this really major rebound in the price of natural gas. It’s up roughly 27% from its lows in under three weeks.”
READ ALSO: Was Jim Cramer Right About These 10 Stocks?
He emphasized that natural gas is heavily influenced by federal policy, especially when it comes to exports. According to Cramer, global demand for American natural gas will remain strong, and finished off his introduction by mentioning his favorite picks from the natural gas sector:
“So here’s the bottom line: In this exciting sector with the natural gas trade coming alive again, I like EQT for production, ONEOK and Enbridge for pipelines and distribution, and the OG Cheniere Energy as a pure play on liquified natural gas exports. I think they very much work here with a fossil-friendly White House.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the Mad Money episode that aired on the 14th of May 2024. We then calculated their performance for the past 12 months, until May 14th, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q4 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.
Please note that this article mentions Jim Cramer’s previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out.
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).
10. First Solar, Inc. (NASDAQ:FSLR)
Number of Hedge Fund Holders: 59
Cramer emphasized that First Solar, Inc. (NASDAQ:FSLR), a profitable, American-made solar company, was the true beneficiary of the Biden administration’s decision to double tariffs on Chinese solar cells from 25% to 50% at the time. Here’s what he said back then:
“How about solar cells? The government raised tariffs on Chinese solar cells from 25 to 50% and the market reacted totally wrong. That’s right. The worst solar stocks, the money-losing home solar players that depend on those cheap Chinese panels, all rallied because they also have a huge short position. The memers bought anything with an outsized large short position. […] But there’s a real solar company, a made-in-the-USA solar company — First Solar — that’s the clear winner in this crazy market. The stock actually fell to an iffy buck. At these levels, First Solar sells for about nine times next year’s earnings estimates, with tremendous growth rate — and this is before we factor in the impact of the tariffs on some of their major competitors. Now I think it’s an out-and-out winner — part of the world where solar might be the dominant power solution by 2030.”
Cramer’s take was not accurate, as the stock only gained 3.21% over the past year despite his strong bullish stance.
First Solar, Inc. (NASDAQ:FSLR) manufactures American-made thin-film solar panels for large utility-scale energy projects and is a leader in domestic clean energy production. Cramer remains optimistic about solar stocks. Here’s what he said on the 28th of January.
“It is a very inexpensive stock. I’m telling you, I’m still reeling from the fact that NXT, Nextracker… actually reported an upside surprise tonight. And… when I look into that and it says that it’s good for solar, I will tell people who belong to the Charitable Trust, to CNBC Investing Club, whether it’s time to get a little more aggressive on solar.”
