Jim Cramer Reveals What’s Next After Tariffs & Discusses These 10 Stocks

5. Lennar Corporation (NYSE:LEN)

Number of Hedge Fund Holders In Q4 2024: 70

Lennar Corporation (NYSE:LEN) is a homebuilding company whose shares are down by 8.6% year-to-date. The stock has struggled as the firm has warned about weak housing demand amidst high interest rates. Cramer has discussed the shares in detail in his previous appearances. He has pointed out that dropping home prices is not the “end of the world” for Lennar Corporation (NYSE:LEN) but added that the shares could drop further if the Fed continues to hold interest rates. Here are his latest thoughts:

“I mean, do you buy the homebuilders. They do well, rates are coming down. Mortgage rates are coming down pretty severely. How about buying Lennar? It’s all the way down. It’s levered to mortgage rates. . .so maybe you buy Lennar, maybe you buy Toll Brothers.”

“I’m just saying that money’s going to gravitate from places that had been like Dell . . .and it might go to Lennar. It might go to Toll Brothers. Because rates are coming down. And they’re coming down really hard, really fast. We should recognize that. The rates are really braking.”