Jim Cramer, the host of Mad Money, said on Monday that investors should be careful and not assume that geopolitical headlines automatically turn into lasting business opportunities.
“I need you to understand what makes my approach different from the conventional wisdom. It’s all rooted in the sales and trading I did for 20 years before Mad Money started. I want to show you the fallacy of trading and the greatness of owning, and today is a terrific day to do so. First of all, we know the story of the day, right? President Trump’s overthrow of the ruler of Venezuela, President Nicolás Maduro. There’s a lot that can be done and said about the Donroe Doctrine and what it means for American foreign policy, but as investors, come on, we want to try to make money off it.”
READ ALSO: Jim Cramer Discussed 12 Stocks and Macroeconomic Conditions and Jim Cramer Shared His Takes on These 11 Stocks.
Cramer said people tune in because they want to know how to make money from the news. At the same time, he added that even a major geopolitical development does not always translate into a meaningful long-term business outcome, and he reminded viewers that his focus is on sustained gains rather than short-term profits that come from quick trades.
“Look, I think most of the gains have already been made in the oil complex, and at this point, I’d rather you focus on investing in terrific companies that are trading at a discount because that’s what 2026 will be all about.”
Our Methodology
For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 5. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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 Offered Insights on These 16 Stocks
16. DENTSPLY SIRONA Inc. (NASDAQ:XRAY)
Number of Hedge Fund Holders: 41
DENTSPLY SIRONA Inc. (NASDAQ:XRAY) is one of the stocks Jim Cramer offered insights on. Toward the end of the lightning round, responding to a caller’s question about the stock, Cramer commented:
“You know, do you know that this used to be a very expensive growth company, and now it is worth very little? And I think it absolutely represents some value here. I’m glad you brought it to my attention. I’m going to suggest that you buy some and put it away.”
DENTSPLY SIRONA Inc. (NASDAQ:XRAY) makes dental equipment and digital tools, including imaging systems, scanners, 3D printing solutions, and everyday dental instruments and consumables. In addition, it provides clear aligners, implant and restorative products, treatment-planning software, and some healthcare products, including catheters and irrigation systems. Heartland Advisors stated the following regarding DENTSPLY SIRONA Inc. (NASDAQ:XRAY) in its third quarter 2025 investor letter:
“Last quarter, we discussed how management at DENTSPLY SIRONA Inc. (NASDAQ:XRAY), one of the world’s leading suppliers of dental equipment and supplies, had been laying the groundwork for a turnaround for more than two years. Those efforts had yet to be reflected in the stock price.
In the third quarter, CEO Simon Campion stepped down after three years at the helm and was replaced by Daniel Scavilla. Under Campion, XRAY focused on SKU rationalization and other cost initiatives but failed to keep up with its peers in terms of top-line growth. CEO Scavilla has a record of sales success at Globus Medical Inc. and Johnson & Johnson. We are encouraged by his initial strategies to arm the sales force better to go to market with the company’s existing portfolio and near-term goals to improve margins and free cash flows.
Dentsply was among the Fund’s worst performers for the quarter, however trading at 6.7X estimated earnings, its valuation seems extremely discounted. Thus we will remain patient and sit tight with the position believing that the upside potential far outweighs the downside risk. However, our patience has a limit, and we will closely monitor XRAY’s progress.”
15. Nokia Oyj (NYSE:NOK)
Number of Hedge Fund Holders: 31
Nokia Oyj (NYSE:NOK) is one of the stocks Jim Cramer offered insights on. During the lightning round, a caller sought Cramer’s opinion on the stock, and he replied:
“Oh, Nokia is tough… Nokia is very tough. And I’ll tell you why Nokia is tough because it’s up against Apple. It’s up against a lot of different great companies. Hey, by the way, Apple was down badly today. I have to tell you, I think this is a pretty good level to buy some Apple, down four bucks. I think, buy a little Apple and then it comes down a little more, buy some more.”
Nokia Oyj (NYSE:NOK) develops mobile, fixed, and cloud network solutions, including 5G, optical, and IP network technologies. During the October 28, 2025, episode, Cramer discussed NVIDIA’s stake in the company, as he commented:
“Nvidia takes a $1 billion stake in Nokia. Yes, Nokia, remember them? That’s a 2.9% stake, 166 million shares at $61. They’re partnering up to work on AI native mobile networks and AI network infrastructure. The goal is to make everything faster. Now, look, I think that’s terrific, but more importantly, if you own Nokia, you just made 23% in one day as the stock roared from $6 and 42 cents to $7 and 77 cents and traded, by the way, as high as $8 and 19 cents.
Now, till today, I don’t think many of us were really paying much attention to Nokia anymore. I certainly wasn’t. It felt like the stock had been left for dead for years. In the year of magical investing, though, the investors who believed that Nokia was more than just a river in Finland, well, they just caught a windfall. It’s incredible, this kind of thing. It’s not supposed to happen.”
