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 advised users to turn their focus to Europe when it came to buying stocks. Flagship US stock indexes, such as the benchmark S&P and the broader NASDAQ, have lost 3.7% and 8.7% year-to-date on the back of tariff concerns, slowing growth, and January’s DeepSeek selloff. Commenting on the developments, Cramer shared: “I’ll tell you where you want to buy. Europe is fantastic.”
Delving deeper into Europe, the CNBC TV show host quoted a piece from an investment bank. He outlined:
“You know it’s incredible. Michael Semblest has a piece. . .he’s obviously always the best at he’s talking about. You know maybe, you pulling out NATO. 90,000 troops, let me see you later. I do think that Germans are expanding, Germans are doing what we did, in 2009.”
The Germans are “doing anything they can,” believes Cramer. “They’re doing the bazooka. . .It’s Malcolm X partner, it’s Malcolm X!,” he added. According to Cramer, “They [Germans] took the brake off, and they’re levering up, and they’re going to put a lot of people to work. And they’re going to hire a lot of . . .well they have to do a lot of the ammunition.”
He also commented on another market report outlining that Germany’s spending spree meant that German bonds could outdo their American peers. According to him:
“Yes, and I think that it is. The money’s flying there. They’re borrowing. Now I’ve got to tell you, I think a lot people came into this year and they were caught the wrong way. They were caught US equities. They were caught, what, Magnificent 7. Now they’ve realized that . . . the end of the Magnificent 7 when it was really just a couple of guys. Only thee. That’s where we are.”
For consumers wary of inflation, Cramer has good news. “A lot of companies just raised prices; they used COVID as an excuse. They have to cut ’em,” he outlined.
Cramer also shed light on recent short-selling activity. He started off by admitting that “there are a lot of people who might be saying the shorts are doing well.” However, he added: “What the shorts do is they have a covering rally like we had last Friday.” Cramer also believes that a covering rally “could happen again because we don’t know why there’s heavy selling other than the fact that people just say I can’t trust anything. I don’t know when the President’s going to speak.”
As to what it will take to set the market right, here’s what he said:
“I was hoping to see a crescendo rouge where both the speculative stuff that is going up, the Palantirs from fifty to eight going to hundred and twenty. I need to see those go down. I need to see anything lunar go down, I need to see anything nuclear go down. There’s no nuclear business. Why do people even torture us with that?”
“We have a market that is so fearful, and we also know, and I wasn’t idly saying that we should be in Germany,” he believes.
Cramer also shared that he’s optimistic about the Energy Department, which he believes was previously too focused on nuclear power. According to him:
“I’ve done a lot of work on the Energy Department, they’re gonna make that [petroleum reserve] into a powerhouse. Energy Department kinda got stuck on nuclear. And on stopping the big projects that were in the Gulf that are so great. I come back and I say that, and I’m going to the Gulf, it’s, this Energy Department is in favor of making us into an energy powerhouse. It’s not talking about the price of oil, it’s talking about becoming by far the leader.”
One export market that could benefit the US is Germany. As per Cramer:
“But I’m saying we could become the swing factor in liquefied, in LNG worldwide. The Germans could take all of ours to shut down Russia. Russia gets a lot of money from that. . it’s always one step away from getting that thing [Russian supplies] back up. They’re not saying listen we don’t ever want any Russian nat gas. It would be great if you’re pro-Ukraine. But they haven’t sworn it off entirely. They haven’t done it.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down all the stocks he mentioned during CNBC’s Squawk on the Street aired on March 7th.
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).
10. Occidental Petroleum Corporation (NYSE:OXY)
Number of Hedge Fund Holders In Q4 2024: 68
Occidental Petroleum Corporation (NYSE:OXY) is a sizable American oil and gas company. Its shares have lost 22.7% over the past year as the firm has struggled with weak crude oil prices. The sluggish industry also led Occidental Petroleum Corporation (NYSE:OXY) to offload $1.2 billion in upstream assets in February to streamline operations and raise cash. Cramer believes that there might be better companies out there despite the fact that Warren Buffett owns a stake in the firm. Here is what he said:
“A lot of people always want Occidental because it’s Buffett’s company, it’s not as well run as Coterra. It’s not as well run as Chevron. Which has really lagged.”
9. The TJX Companies, Inc. (NYSE:TJX)
Number of Hedge Fund Holders In Q4 2024: 74
The TJX Companies, Inc. (NYSE:TJX) is an off-price retailer whose shares have gained 23% over the past year. The firm’s strong share price performance has been due to its business model benefiting from tight consumer spending. TJX Companies, Inc. (NYSE:TJX)’s fourth-quarter earnings saw it beat analyst revenue and EPS guidance as it brought in $16.35 billion in revenue and grew EPS by 10%. While The TJX Companies, Inc. (NYSE:TJX)’s forecast left more to be desired, Cramer brushed it off after the earnings report. Here are his latest comments:
“Alright. I wanna own Costco, which shouldn’t be down. I wanna own TJX, and I wanna own this one.”
8. Chevron Corporation (NYSE:CVX)
Number of Hedge Fund Holders In Q4 2024: 81
Chevron Corporation (NYSE:CVX) has been one of Cramer’s top energy stocks in 2025. He has been appreciative of the firm’s CEO, Mike Wirth, and advised viewers looking for a steady firm that’s behind the market to buy Chevron Corporation (NYSE:CVX). Cramer also believes that the firm’s operations in the Gulf hold promise. He believes that its cash flow and dividend are quite attractive given the current market environment. Here’s the CNBC TV host’s latest take on Chevron Corporation (NYSE:CVX):
“It’s Chevron that’s got the yield with the rates where they are. If you want growth oil it would be, I like Coterra because it’s natural gas, which is four dollar natural gas, it’s really well. A lot of people always want Occidental because it’s Buffett’s company, it’s not as well run as Coterra. It’s not as well run as Chevron. Which has really lagged.”