Jim Cramer Reveals Where Investors Fled During Tariff Selloff & Discusses 10 Stocks

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1. CVS Health Corporation (NYSE:CVS)

Number of Hedge Fund Holders In Q4 2024: 74

CVS Health Corporation (NYSE:CVS) is a mega-American pharmacy chain operator. It has benefited due to the trouble that its peer Walgreens has faced for more than a year. CVS Health Corporation (NYSE:CVS)’s shares are up by 47% year-to-date, and Cramer’s previous remarks about the firm have pointed out that its Aetna division is benefiting from Walgreens’ troubles. As UNH stock tumbled, here’s what Cramer said about CVS Health Corporation (NYSE:CVS):

[UNH taking the year down 12% when it came to EPS] [CVS] “I checked in with CVS, with Aetna, they reiterated recently. They said everything was fine. . . I was just looking at the statement, I’m saying, wow, totally contrary. This is so unlike UNH.”

[CVS-on managed care companies suffering from seniors using more than they thought] “Some people feel Karen Lynch lost her job for that, because she was from that division. . CVS. In retrospect, how bad was she really?”

“[On how folks were hiding in the stocks during the tariff havoc] Oh yeah, no, I wanted to hide. I was talking about it in my, in my club call yesterday. I said listen we gotta find a place to hide in this group. I’ve been inclined to do CVS because CVS is in a situation where they’re gonna close so many Walgreens. There’s so many. . .closed that they’re the last ones standing. Now they didn’t really like that characterization. They said listen, they’re the best. And I don’t mind saying that because I think CVS is the best. But wow, you gotta pivot here.”

CVS is a stock Jim Cramer recently discussed. While we acknowledge the potential of CVS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CVS but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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