Jim Cramer, the host of Mad Money, said Friday that with a new round of earnings reports on the horizon, the market can sometimes get “so darned ugly” that investors have no choice but to see it as a potential opportunity.
“Sometimes it is so darn ugly that you have no choice but to view the weakness as a buying opportunity. This morning, the futures created some serious ugliness, but the individual stocks in the index wouldn’t comply. Why? Because while we have a lot of stocks and companies that aren’t making money, and you know I don’t like them, we also have enough… strong companies with stocks that would be getting killed this week.”
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Cramer said the next phase of the market depends heavily on the Federal Reserve and a handful of important quarterly reports. He mentioned that both could end up helping after what he called the week’s “vicious shakeout.” He pointed to Monday, when John Williams, the president of the influential New York Fed, is scheduled to speak.
Cramer said bulls are hoping Williams signals that inflation has peaked or, more realistically, that unemployment has worsened. He noted that after the declines investors just endured, a more dovish tone from Williams could coax people “out of their foxholes” and get them buying again. He stressed that Williams’ comments matter even more because he is scheduled to speak not only on Monday but also again on Wednesday and Friday.
“Here’s the bottom line: The year of magical investing may indeed be over, but there are plenty of companies making big profits that I think will continue to do so. Sell-offs like this can be bought, but only if you have cash and you upgrade out of the morass of ultra-high-risk speculative stocks that are losing fortunes. Those may not make it through 2026.”
Our Methodology
For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 14. 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer Laid Out This Week’s Game Plan: 12 Stocks in Focus
12. BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ)
Number of Hedge Fund Holders: 44
BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) is one of the stocks in focus as Jim Cramer laid out this week’s game plan. Cramer finished his game plan with the stock, as he said:
“Finally, on Friday, we hear from another club, this time BJ’s Wholesale Club. I use this one as a barometer for Costco, that down-and-out warehouse club that I think is so great. But so far, I’ve been wrong of late, right for very many years, though.”
BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) runs membership-based warehouse stores and provides groceries, fresh food, general merchandise, fuel services, and promotional savings. TimesSquare Capital Management stated the following regarding BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) in its second quarter 2025 investor letter:
“Our preferences in the Consumer-oriented sectors lean toward value-oriented or specialty retailers, franchise models, or premium brands. BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) operates membership warehouse clubs. First quarter profits and earnings outpaced Street estimates. Strong momentum in consumables offset a slight decline in seasonal big-ticket categories. Investors appear to have been disappointed by management’s decision to maintain full-year guidance, though we view this as a conservative approach. We added to the BJ’s position on its -6% pullback.”
11. Intuit Inc. (NASDAQ:INTU)
Number of Hedge Fund Holders: 105
Intuit Inc. (NASDAQ:INTU) is one of the stocks in focus as Jim Cramer laid out this week’s game plan. Cramer highlighted the company’s new software during the episode, as he commented:
“Now, Intuit reports. I don’t know if you remember, we had Intuit on a couple weeks, last week, and they recently sampled their new individual financial software. I think it, I thought it was swell, but I’m sure that many people haven’t used it yet, and I think they’ll embrace it once they try. Plus, the IRS is phasing out their homegrown competition to TurboTax. Remember that.”
Intuit Inc. (NASDAQ:INTU) provides financial management, tax preparation, marketing, and personal finance solutions through platforms such as QuickBooks, TurboTax, Mailchimp, and Credit Karma. During the June 5 episode, Cramer noted that he really likes the stock, as he remarked:
“Now, each day has its own Mosaic… And why don’t we just throw in another one that I really like, Intuit? The small business person’s digital accountant, or so I like to think about the TurboTax division. Three aces there.”
