On Tuesday’s episode of Mad Money, host Jim Cramer spoke about how investors are beginning to recognize that President Donald Trump’s tariffs are affecting consumers.
“Let me start with the negatives because they are visible. They matter, and they cut President Trump’s way. Today, three very big household name companies reported jarring quarters. They made me feel like the stock market’s becoming divorced from some real problems out there, problems that should have been obvious given all the tariff turmoil.”
READ ALSO: Jim Cramer Shed Light on These 15 Stocks and 13 Stocks in Jim Cramer’s Game Plan This Week.
Cramer called Tuesday a “wake-up call,” explaining that the tariffs, even the reduced ones, are beginning to cause disruption. He said that consumers are not spending as much as he had anticipated and acknowledged that there is a slowdown in place. He noted that the bond market is also showing this slowdown, with interest rates declining.
But Cramer questioned how much of the weakness is due to rising prices and how much is caused by consumer anxiety and uncertainty. He said:
“Bottom line: I think it’s a mixture of both, but that mixture might not propel the Fed into action. Without a rate cut, though, we could see more quarters like we got from UPS, Whirlpool, and Stanley Black & Decker, all of which are a heck of a lot more important than a Cadence or Celestica, and all which are crying that a rate cut must occur sooner rather than later. It’s a conundrum that makes me think that Fed chief Jay Powell’s in a real pickle when he speaks tomorrow.”
Our Methodology
For this article, we compiled a list of 19 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 29. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Jim Cramer Recently Talked About These 19 Stocks
19. Baker Hughes Company (NASDAQ:BKR)
Number of Hedge Fund Holders: 50
Baker Hughes Company (NASDAQ:BKR) is one of the stocks Jim Cramer recently talked about. Cramer discussed the company’s recent acquisition of Chart Industries, as he commented:
“We might as well have a booming natural gas industry, one that gives our country a lot more geopolitical clout, especially when some of our trading enemies are still heavily into the dirtiest fossil fuel, coal. We’re already seeing the benefits. This morning, Baker Hughes, the oil service company, paid $13.6 billion for Chart Industries, a company with expertise in building out these LNG facilities. It won’t be the only deal there, believe me. So whether you love deregulation or hate it, you should try to take advantage of it for your portfolio. Right now, there’s a lot to take advantage of, including anything LNG.”
Baker Hughes (NASDAQ:BKR) delivers technologies and services for oilfield operations, drilling, and subsea systems, including exploration and production support. Moreover, the company provides energy and industrial equipment, monitoring solutions, and carbon-related technologies.
18. UGI Corporation (NYSE:UGI)
Number of Hedge Fund Holders: 36
UGI Corporation (NYSE:UGI) is one of the stocks Jim Cramer recently talked about. Answering a caller’s query about the company during the lightning round, Cramer said, “… I’ll be a buyer of the stock, most certainly.”
UGI Corporation (NYSE:UGI) distributes propane, natural gas, LPG, and electricity, and provides energy marketing, storage, and logistics services. In addition, the company operates pipelines, generation facilities, and infrastructure that support energy delivery across various customer segments. First Pacific Advisors stated the following regarding UGI Corporation (NYSE:UGI) in its Q1 2025 investor letter:
“UGI Corporation (NYSE:UGI) is a well-run gas and electric utility in Western Pennsylvania and West Virginia. The company also owns a sizable, regulated pipeline business, a large propane distribution business in Europe, and Amerigas, the U.S.’s largest propane distributor. UGI has been redirecting cash flow to pay down debt at Amerigas and the utility holding company. We are pleased with the company’s improved financial position and with green shoots at Amerigas.”