In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street Jim Cramer discussed President Trump’s recent remarks about some mainstream media channels and his response to the Iran-Israel war. Sharing that he doesn’t watch mainstream media, Cramer remarked that Trump’s response reminded him of President Reagan:
“Yeah look I think, do I watch the mainstream media? No. I mean to me I thought about Reagan. Reagan believed in, uh, peace through strength. This seemed like Reagan. Peace through strength. And peace through strength works. And it brought down the Soviet Union.”
The conversation then shifted to the war dominating media coverage. When co-host Carl Quintanilla asked if the Israel-Iran war could be contained, would attention shift back to tariffs, trade deals, the Fed, and AI, Cramer replied:
“I think that we do. That’s what I said last night. I mean look, the President seems to be angry at pretty much everybody. Look I’m not gonna tell him how to do it, but first he may have won. Winners don’t need to say anything. They don’t have to explain everything. Maybe he won. Second, I think this broad sweeping attack on everyone in the media, it, it’s just, I didn’t get a call from Brian Roberts last night, I’m never gonna get a call from Brian Roberts, he’s our boss, right. But he is attacked by the President.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on June 24th.
For these stocks, we also mentioned the number of hedge fund investors. 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).
11. KB Home (NYSE:KBH)
Number of Hedge Fund Holders In Q1 2025: 31
KB Home (NYSE:KBH) is a home building company that is frequently discussed by Cramer on his morning show. Its shares are down by 19.4% year-to-date as high interest rates continue to impact the housing market. KB Home (NYSE:KBH)’s shares have suffered from several negative catalysts which include a slowdown of consumer demand leading to weak quarterly results. The firm’s latest earnings report saw it cut its full-year guidance to a midpoint of $6.4 billion from an earlier 6.80 billion. The guidance missed analyst estimates of $6.57 billion. Here’s what Cramer said about KB Home (NYSE:KBH):
“Look there’s too many KB Homes. I mean KB Homes, I like to default to the actual companies, KB Homes is again, and KB Homes just said listen, we would have done much better but the rates are too high. I keep waiting, for the great teaser rate that you would get if the Fed cut rates. Will you get a three, teaser, which would then, I would be able to use instead of, give up my three and a half?
“Look you know I think that Chairman Powell is terrific. He wants to see what happens with the tariffs. But at the same time there’s no doubt about it, KB Homes, big home builder, not a crybaby, saying listen, rates are too high.
“[On KBH saying market conditions have softened] They have. I think they have to take it. I’m hoping, that a speech that goes today, takes into account everything. And last night to me was a blow. In favor of what these so called dissidents might be saying.”
Cramer has extensively discussed KB Home (NYSE:KBH) in his previous appearances. In a March show, he outlined:
“The home builder has inflation issues and has mortgage issues, right? Rates are too high. The stock’s down from just under $90 to around $60. So you could say those are now baked into the stock price but some investors thought the same way about Lennar, another national home builder. They reported an upside surprise on earnings but talked about how housing prices are going down albeit slowly, but that was certainly enough to kill that stock.
So I don’t see a bottom in KB Home, especially when it was trading at $42 in the fall of 2023. The stock’s had a relentless run. Time to bide your time, wait for a better moment. For the record, if you insist on owning a home builder, do you mind if you just go with Toll Brothers? I think that’s best of breed. Lennar did shake off more than half its losses by day’s end, closing at $115, that’s only down five. I saw it at one point down 12. Lurking behind all the negativity here is the likelihood, yes, of a recession, recession aided by stagflation.”
10. Energy Transfer LP (NYSE:ET)
Number of Hedge Fund Holders In Q1 2025: 36
Energy Transfer LP (NYSE:ET) is one of the largest oil and gas midstream companies in the US. The firm stores and transports oil and gas across the US. Energy Transfer LP (NYSE:ET)’s shares have lost 10% year-to-date primarily due to economic uncertainty weighing down the demand for energy in the US. Cramer’s remarks about the firm revolved around ethane and US trade negotiations with China. The CNBC host has regularly pointed out that ethane is a key leverage point available to the US to try to gain an advantage over China in the negotiations. In a morning appearance last month, he shared that ethylene was “the one thing that they’re panicked on in China” due to large-scale plastics production. This time around, Cramer took a slightly different tone:
“Look Rusty [Rusty Braziel, RBN Energy chairman] said last night that the US is trying to hold China hostage on ethane. Ethane’s been stopped, we make a lot of ethane because of natural gas liquids. But the Chinese just switched to other countries. So the companies that are being hurt, ET is being hurt. . . .that’s Energy Transfer . . . that’s a lot of ethane. It’s not ethane versus rare minerals. Carl, ethane is a little less rare than rare, okay.”
In his previous comments about Energy Transfer LP (NYSE:ET), Cramer advised viewers to consider dividend yield when buying the stock:
“Yes. ET is smart. I mean, look, you buy, this is the way you buy ET, just so you know, this is a pipeline company. You, you, you buy it by the percentage yield. So it’s got a 7% yield now, you buy some, 8, you buy some, 9, you buy some. That’s how you buy these stocks and I’m gonna continue to pound that that’s the way to do it.”
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