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 discussed the railroad sector and his opinion about the firms. Rail stocks were thrown in a frenzy recently after a report claimed that Union Pacific was interested in acquiring rivals. The news broke after Cramer and co-host David Faber discussed the issue in detail in an earlier program. Since then, Cramer has remained optimistic about rails:
“The rails? Yes! I mean there’s three rails. It’s just nuts. They’re trying to go back to laissez-faire. I mean remember the Interstate Commerce Commission was started by the rails. I mean I’m not saying that everybody’s corrupt, I’m just saying that it’s unfettered capitalism. And people forget what unfettered capitalism looks like.”
The CNBC host also commented on a changed business regime under Trump:
“They do think that it’s gonna be like, that it’s going to revert to Biden’s government. It’s not. I was reading my friend Rusty Braziel this morning about the number of pipelines that are being built to take natural gas in different places. And, it’s just, you want to open a natural gas pipeline? It’s a free fire zone. Anybody, you can fight them locally, but you know this regime is much more aggressive than say the Nixon regime for pro-business.”
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 July 19th.
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. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q1 2025: 227
Alphabet Inc. (NASDAQ:GOOGL) is a stock that Cramer has admitted to being wrong about. The CNBC TV host has lamented selling the shares due to the firm’s troubles with the Justice Department. In his previous remarks, he commented that Alphabet Inc. (NASDAQ:GOOGL) might be worth more than $2 trillion if its Search business experiences a resurgence. Here are his latest thoughts:
“[On whether he was optimistic about the upcoming earnings] Unfortunately yes. I sold the stock for my trust. I got fed up because I just didn’t, well look I’ll tell you how wrong I was. I thought it mattered that the judiciary found that they were monopolistic. And you what that revealed me as? A small minded person. And I don’t like to be small minded in the face of people making money. I read the opinion. And it said that they are monopolistic. And I said to myself well they could be like Standard Oil. And then I sold it. . .I thought that Eddie Cue’s story about how the actual use of Google would be down. Again, I was not in keeping with the times.”
“But Alphabet, YouTube just turned out to be the home run. I, even though I was probably in the terms of my own view for my trust, I actually did feel that the court’s ruling would matter. And that’s cause I was pre-Trump, I think.”
9. Warner Bros. Discovery, Inc. (NASDAQ:WBD)
Number of Hedge Fund Holders In Q1 2025: 60
Warner Bros. Discovery, Inc. (NASDAQ:WBD) is a media and entertainment company whose shares have gained 20% year-to-date. The stock. has performed particularly well since late May after the firm announced that it would split itself into two businesses. Cramer’s previous comments about Warner Bros. Discovery, Inc. (NASDAQ:WBD) have praised the firm’s CEO’s congeniality and commented that it is the right approach with the Trump administration. Here are his recent thoughts:
“[On Superman doing well] Well look I think that Zas who is in the driver’s seat right now is going to be able to split the company into what I would think would be not that great a company which is cable but he would disagree with me. And then you’re gonna get the studio. And the higher it goes, and he finishes his balance sheet, the more likely it’s gonna happen. David Zaslov is very smart. And there was too much, you know initially there was too much debt and he’s taken care of that. He’s a businessman for heaven’s sake.
“[On stock almost double off of April] I think that’s incredible.”
Previously, Cramer discussed Warner Bros. Discovery, Inc. (NASDAQ:WBD)’s CEO:
“[On the comeback] How about Zas huh! I know [the Superman buzz is real] I talked to Zas this morning, everybody in the business knows that it works for Zas, Zaslov, because people know that he is. . .everybody knows he’s one of the most convivial, kind guys. Why am I emphasizing whose nice and who’s not? Because the companies that have executives these days who are supposed be cordial, and outgoing and terrific like a Jassy. They’re being cut slack. We’re just in some era that maybe it’s defined by Chuck Robbins. Who I think is the ultimate gentleman. We see this again and again. We see a discourse that is opposite of the White House.”
