Jim Cramer Says Oil Can Get Cheaper & Discusses These 12 Stocks 

Page 5 of 11

7. RH (NYSE:RH

Number of Hedge Fund Holders In Q1 2025: 46

RH (NYSE:RH) is a home-building supplies company whose shares have struggled in 2025 due to a sluggish housing market stemming from high interest rates. The shares have lost close to 53% year-to-date, fueled particularly by a devastating 40% drop in April after a weak earnings report coupled with bearish market sentiment after the Liberation Day Tariffs pummeled the stock. In his previous comments about the firm, Cramer pointed out that investors are worried by RH (NYSE:RH)’s balance sheet and expressed mixed viewpoints about CEO Gary Friedman’s ability to turn around the firm’s affairs. This time around, he commented on the stock in the context of general weakness in the housing market:

“Yeah that was brutal. Look. If you listen to Gary Friedman from RH, he would tell you that this is a horrible, horrible market. Now if you look at RH, I mean, that veiled sell was about the balance sheet I think. Now RH is down 50%, this is no boom. Remember, it’s certain, I’m saying, housing, that’s not great.”

Discussing RH (NYSE:RH)’s balance sheet, here’s what Cramer said earlier:

“[On interest costs coming down] And that’s why Gary Friedman’s company is going to make it.”

“I mean now he does talk about something that is kind of ironic and anyone whose in the furnishing business knows that the worst thing you could possible have is inventory. Too much inventory. But last night he turned that into a positive. He said listen, we happen to have huge amount of inventory. Now there a lot of people who say listen, he bought back a lot of stock with debt. So therefore he is, quote, in trouble. But I don’t know.”

Page 5 of 11