We recently published a list of Jim Cramer Commented on These 6 Natural Gas Players. In this article, we are going to take a look at where Enbridge Inc. (NYSE:ENB) stands against other stocks that Jim Cramer discusses.
On Tuesday’s episode of Mad Money, Jim Cramer weighed in on the recent rally in the natural gas sector and highlighted several companies that, in his view, are well-positioned to benefit from the current environment.
“Alright, lately, we’ve seen this really major rebound in the price of natural gas. It’s up roughly 27% from its lows in under three weeks.”
READ ALSO: 13 Stocks on Jim Cramer’s Radar Recently and 10 Jim Cramer Stocks with Huge Upside Potential.
Cramer said that prices have essentially returned to the levels seen in early January, before concerns over the administration’s now mostly reversed tariff agenda disrupted the market. He explained that the rebound is largely in line with what he expected following President Donald Trump’s election. He contrasted natural gas with oil and noted that Trump’s “drill, baby, drill” mantra would have led to increased drilling, which typically drives oil prices down, but natural gas operates under very different constraints.
He emphasized that natural gas is heavily influenced by federal policy, especially when it comes to exports. According to Cramer, global demand for American natural gas is strong, but meeting that demand requires liquefied natural gas terminals, which cannot be built without regulatory approval. He mentioned that the Biden administration took a less favorable stance on fossil fuel development, while Trump has shown a willingness to approve new pipelines and LNG export infrastructure.
“So here’s the bottom line: In this exciting sector with the natural gas trade coming alive again, I like EQT for production, ONEOK and Enbridge for pipelines and distribution, and the OG Cheniere Energy as a pure play on liquified natural gas exports. I think they very much work here with a fossil-friendly White House.”
Our Methodology
For this article, we compiled a list of 6 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 13. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 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).
A close-up of renewable energy turbines capturing the power of a windy sky.
Enbridge Inc. (NYSE:ENB)
Number of Hedge Fund Holders: 27
Enbridge Inc. (NYSE:ENB) was mentioned during the episode, and here’s what Cramer had to say:
“What else? You know I’m a big fan of Enbridge, the Canadian pipeline colossus. Although their network also has lots of crude oil exposure, still, I think Enbridge belongs in any shortlist of natural gas plays because they operate the continent’s largest natural gas utility by volume. These guys were always big in Canada, they run the main gas utility in Toronto.
But last year, they bought three American utilities in Utah, Ohio, and North Carolina, respectively, from Dominion Energy, and that’s created North America’s largest natural gas utility. Now, despite a solid 5% gain so far this year and a nearly 18% gain over the past 12 months, the stock’s pretty still cheap, trading just over 20 times this year’s earnings estimates, get this, supports a juicy 6% yield. What is not to like about Enbridge?”
Enbridge (NYSE:ENB) is an energy infrastructure company in North America. The company operates pipelines, natural gas systems, renewable power assets, and provides commodity marketing and logistics services.
Overall, ENB ranks 3rd on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of ENB 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 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 ENB but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
