In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CBNC’s Squawk on the Street, Jim Cramer discussed the constraints the US faces when it comes to rare earth metals. Rare earths have become a key issue in America’s trade discussions with China since China controls most of the world’s supply. These metals are used in defense and electronics manufacturing, which means that any disruption in the supply chain could have serious ramifications. Commenting on the issue, Cramer said:
“But I’m just saying that, why isn’t there a plan to be able to make it so that we have a strategic petroleum, we have one for Bitcoin. . .we have the ability to take em on. We have the ability to take the Chinese on. But we didn’t think about it ahead of time. It wasn’t on the agenda. I mean I don’t like that, okay. I just think that if you’re going to take on the Chinese, you better have something in your back pocket. . .”
The CNBC host also believes that American firms have started to become benign about global trade tensions. According to him:
“But most of our companies do not, most of our companies are not even reacting anymore to. . .I think that there’s a lot of companies that are readjusting. And it turns out that the hit’s not as bad. A lot of it is because they’re sourcing at different places. Almost none of it is because they’re making it here. We can’t make, on July 3rd may I suggest you go Dollar Tree. Go July 2nd actually because it might actually run out of balloons. You have Dollar Tree there, that stuff, that’s not made in Bethlehem, Pennsylvania, okay. You don’t get that, you’re not getting that from, you know, from Michigan.”
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 June 10th.
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. Lincoln Electric Holdings, Inc. (NASDAQ:LECO)
Number of Hedge Fund Holders In Q1 2025: 42
Lincoln Electric Holdings, Inc. (NASDAQ:LECO) is an American industrial equipment company. It makes and sells a wide variety of products that serve the needs of the oil and gas, power, construction, and other industries. As a result, Lincoln Electric Holdings, Inc. (NASDAQ:LECO)’s shares depend on industrial performance and interest rates. The stock is up by a modest 8% year-to-date after having recovered all of its post-Liberation Day losses. Cramer previously discussed the stock in January when he cautiously advised viewers to buy the stock since it had lost a lot of value. In his latest comments, the CNBC host briefly discussed the company after it rang the opening Nasdaq bell:
“Now those are two great companies. They do well. . .”
Previously in January, Cramer discussed Lincoln Electric Holdings, Inc. (NASDAQ:LECO)’s share price performance after the stock fell following the firm’s earnings report:
“It did miss, it missed the revenues, okay, but you know what, this is a company that is so down from where it was, it’s down 80 points. I think you can buy it. I like the company’s got welding and welding is a, there are very few welders around, but that is a, that is a great manufacturer.”
9. Fortive Corporation (NYSE:FTV)
Number of Hedge Fund Holders In Q1 2025: 41
Fortive Corporation (NYSE:FTV) is also an industrial products company. The firm sells testing, compliance, and measurement equipment to the industrial, automotive, healthcare, and other industries. Fortive Corporation (NYSE:FTV)’s shares have lost 6.4% year-to-date, primarily on the back of a 15.8% drop after April’s Liberation Day tariff announcements. Since then, the stock has gained 11.3% but is yet to reclaim its previous high. Over the year, Fortive Corporation (NYSE:FTV)’s shares are also down by 6%. Cramer’s comments about Fortive Corporation (NYSE:FTV) were brief as he mentioned the firm after it rang the opening bell:
“Now those are two great companies. They do well, they have a, remember this Fortive was a spin-off of Danaher.”
Mar Vista Investment Partners, LLC mentioned Fortive Corporation (NYSE:FTV) in its Q3 2024 investor letter. Here is what the fund said:
“Fortive Corporation (NYSE:FTV) was sold during the quarter for violating our investment criteria. The company had been plagued by an inability to forecast their business fundamentals, which lead to chronic under achievement of quarterly revenue and earnings expectations. The second quarter was the final earnings report within our provisional timeline for the company to cure the issues and show progress. After failing to deliver on our financial expectations, we sold the shares.”