We recently compiled a list of the Jim Cramer Discussed These 15 Stocks Recently. In this article, we are going to take a look at where Dutch Bros Inc. (NYSE:BROS) stands against the other stocks.
Jim Cramer opened Monday’s Mad Money episode with the observation that CEOs gathered at the NFL’s Super Bowl game weren’t just there for football. They were there to talk business, politics, and the economy. According to Cramer, their conversations revealed what’s truly shaping corporate America’s mindset right now, with the biggest one having to do with the current U.S. President:
“Nobody can figure out Donald Trump. These CEOs are baffled… They like that he’s attacking the federal bureaucracy, but they don’t understand why Elon Musk is wasting time on the small stuff.”
He also noticed that they appear more relaxed, confident and bullish under the new regime, compared to the previous one under Biden.
“There’s been a shocking amount of new business going on… CEOs no longer feel like the government is out to get them. Even Democratic donors can’t believe how disrespected they were by the Biden White House.”
He also pointed out that all CEOs think Wall Street valuations are stretched, although Cramer is still bullish.
“They almost all think the stock market’s too high, but their own stocks are too low. When I tell them the market’s actually undervalued and I like their stocks, they nod. But they think I’m a dreamer.”
Finally, of course, the big theme was around Trump’s tariffs and their impact on the markets.
“They all hate Trump’s tariff plans. These CEOs think they’re disorganized, don’t make sense, won’t raise money, and are terrible for business. They’re free traders at heart and totally baffled by Trump’s agenda.”
Our Methodology
For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on February 18. 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 2024, which was taken from Insider Monkey’s database of 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 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
A closeup of a customer tasting a freshly-made cold brew coffee product from the company’s shop.
Dutch Bros Inc. (NYSE:BROS)
Number of Hedge Fund Holders: 41
When asked whether it was time to take profits on Dutch Bros Inc. (NYSE:BROS), Cramer didn’t hesitate to share his stance:
“There’s never anything wrong with taking a little profit, but absolutely not. This stock has been a rocket, up 63% for the year. You know how I’ve felt about Dutch Bros for a long time. I was on this one before anyone else because my daughter CeCe told me, ‘There’s nothing like it.’ She was right, and I still like the company very much.”
Dutch Bros Inc. (NYSE:BROS) is a drive-thru coffee chain known for its unique drinks like the “Annihilator” and strong brand loyalty. The company continues to expand rapidly across the United States while maintaining impressive sales growth.
Cramer’s sentiment remains bullish despite the stock’s strong run, suggesting that while trimming profits is fine, holding Dutch Bros long-term could still be rewarding.
Overall BROS ranks 8th on our list of the stocks Jim Cramer discussed recently. While we acknowledge the potential of BROS as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than BROS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stock To Buy Now and Complete List of All AI Companies Under $2 Billion Market Cap.
Disclosure: None. This article is originally published at Insider Monkey.
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