On Tuesday’s episode of Mad Money, host Jim Cramer, with the help of commodity broker and futures analyst Carley Garner’s interpretation of charts, raised caution over potential warning signs developing in the S&P 500.
“Now, I know there’s a professional cadre of bears who we never stop hearing from, and they also seep into all of journalism, but stocks have been steadily roaring since April, and there are a lot of bulls out there. Sometimes, when there are too many bulls, you run out of potential buyers… Here’s the thing: we can forget this after a big run, but stocks are inherently risky. They are called risk assets.”
READ ALSO: Jim Cramer Discussed These 11 Stocks and 11 Stocks Jim Cramer Was Focused On.
Cramer highlighted Garner’s analysis, which observed that heading into Tuesday, S&P futures were pressing against a key monthly uptrend resistance level. Garner also drew attention to the Relative Strength Index, or RSI, which she noted is forming a double top in overbought territory. In practical terms, it means the market may have surged too far, too quickly.
According to Garner, that technical setup points to fading momentum, making a pullback increasingly probable. Cramer also addressed seasonal trends and aligned himself with Garner’s view. He reminded viewers that September has historically been one of the most difficult months, referring to it as “a real bad month for stocks.”
“Here’s the bottom line: The charts interpreted by Carley Garner suggest maybe it’s time to pull in your horns. We’ve had a huge run here, and those don’t go on forever, especially when we reach the toughest month of the year. But remember what I say, which is I need you to stay the course. I’ve seen too many people get blown out right here and never get back in.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on September 2. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Jim Cramer Answered Questions About These 10 Stocks Recently
10. Lamar Advertising Company (NASDAQ:LAMR)
Number of Hedge Fund Holders: 34
Lamar Advertising Company (NASDAQ:LAMR) is one of the stocks Jim Cramer answered questions about recently. Highlighting that the company generates consistent income and may be immune to tariffs, a caller asked Cramer for his thoughts on the stock. He said:
“Typically, I would not recommend an advertising stock. This does have a 5% yield. They’re very clever guys, and it’s not a high multiple stock. It’s not my favorite. I think advertising is not a good business, but that is the best of the lot, so there you go.”
Lamar Advertising Company (NASDAQ:LAMR) provides outdoor advertising solutions, as it offers space on billboards, digital displays, and transit platforms. The company’s services include highway signage, transit ads, and placements in high-traffic public areas. On August 27, the company declared a $1.55 dividend per share, payable on September 30 to the shareholders of record on September 19. The company has a dividend yield of 4.95% as of September 2.
9. D.R. Horton, Inc. (NYSE:DHI)
Number of Hedge Fund Holders: 64
D.R. Horton, Inc. (NYSE:DHI) is one of the stocks Jim Cramer answered questions about recently. During the lightning round, a caller asked about the stock, and he replied, “I like D. R. Horton. I see your D.R. Horton, and I raise you with Toll Brothers.”
D.R. Horton, Inc. (NYSE:DHI) is a homebuilder that develops land, constructs, and sells single-family and multi-family homes, and provides mortgage, title, and rental property services. In addition, the company engages in residential lot development and owns non-residential real estate. Cramer mentioned the company in a July episode and stated:
“After struggling for the better part of a year, the home builders came roaring back today, led by D.R. Horton, the largest home builder in America… At the end of the day, this is a space most investors have been down on very long time. And you know, may still be true despite the group’s modest recovery from the lows over the past few months.
But these results tell us that home building business just isn’t that bad right now, especially when these builders are proactive, reading the market realistically, and offering incentives where needed to keep up their sales volume. So I think that the nascent comeback for the builders can continue, at least for the time being. Although eventually, this will come down to whether or not the Federal Reserve decides to start cutting interest rates again.
But the bottom line: The housing market, while not perfect, is a little more solid than we thought. Expectations are so low for the builders, solid results are enough to allow these stocks to soar like they did today. Wall Street simply got too negative on this group, which is how you get these explosive rallies in D.R. Horton… that spill over into… the rest of the industry. And hey, if you believe we’ve got tariff-induced inflation under control and the Fed will feel comfortable cutting rates sometime relatively soon, then the home builders could have a lot more room to run.”
