Jim Cramer, the host of Mad Money, emphasized on Friday that the coming days will be packed with big market events, from the Federal Reserve’s upcoming meeting to a slew of earnings reports, especially from large technology companies.
“You want big, you want important, you want game-changing, then you want next week. We’re approaching the height of earnings season, and this time, the earnings are more important than ever. Other than today’s consumer price index reading, which was benign, we have almost no macro data because of this government shutdown, and that’s created a tremendous focus on individual companies, right at the moment when those companies keep putting up truly great numbers.”
READ ALSO: 15 Stocks Were Recently Put Under the Microscope By Jim Cramer and 13 Stocks Jim Cramer Put Under the Spotlight Recently.
Cramer described the week as a “hybrid,” shaped both by earnings and by the Federal Reserve’s policy decision on Wednesday. He predicted that the Fed would cut interest rates by a quarter of a point and noted an increase in layoffs. He pointed out that the latest consumer price index figures were subdued enough to support the case for a rate reduction, and said he believes investors can relax somewhat about potential external disruptions.
“Bottom line: I wouldn’t be fretting so much about next week if it weren’t for today’s incredible rally that took tech to the moon, especially in quantum. But the unrestrained nature of the move makes me feel that there has to be a trick to go with today’s treat. Otherwise, you might as well abolish Halloween next week and call it an early Christmas.”
Our Methodology
For this article, we compiled a list of 26 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 24. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer Shared His Game Plan: 26 Stocks in Focus
26. Exxon Mobil Corporation (NYSE:XOM)
Number of Hedge Fund Holders: 88
Exxon Mobil Corporation (NYSE:XOM) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer finished his game plan with the company’s stock, as he commented:
“Finally, Friday, we have, oh look what it is, right, Chevron and Exxon… Two laggards, that are linked to the price of crude, which means it’s very hard for them to get any traction, are Chevron and Exxon.”
Exxon Mobil Corporation (NYSE:XOM) is an oil and natural gas exploration and production company that also manufactures fuels, petrochemicals, and specialty products. A caller inquired about the company during the June 26 episode, and Cramer replied:
“Okay, I’ll tell you how I feel about the oil business. I don’t like it, but I do like the dividends. Because of the dividends, I’m willing to bless them. But if they didn’t have good dividends, believe me, I wouldn’t go near the group because I think that the group is just not in good shape.”
25. Chevron Corporation (NYSE:CVX)
Number of Hedge Fund Holders: 76
Chevron Corporation (NYSE:CVX) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer showed pessimism toward the stock due to industry conditions. He said:
“Finally, Friday, we have, oh look what it is, right, Chevron and Exxon… Two laggards that are linked to the price of crude, which means it’s very hard for them to get any traction, are Chevron and Exxon.”
Chevron Corporation (NYSE:CVX) is an integrated energy company that explores, produces, refines, and markets oil, natural gas, and petrochemical products. A caller asked about the stock and Cramer’s opinion of the company CEO during the October 10 episode. He responded:
“I spoke to Mike today about the fire. I’m not really worried about that at all. I think you can own this, 4.5% yield. Now, I’m not a big fan of oil. I think it could go below $60. So be ready if it does do that. Remember, this stock had been at one point just not that long ago down to $135. And so it’s at $153. I think you buy some and then you wait to see if it breaks down because of that $60 possible breakdown.”
24. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 156
Apple Inc. (NASDAQ:AAPL) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer highlighted how he feels about the stock’s rally, as he remarked:
“After the close, we hear from two controversial stocks for different reasons, Apple and Amazon. They could not be in more different shapes right now… Apple though, a week and a half ago… I wasn’t worried about Apple because it hadn’t been moving. Now, I’m worried. This stock’s been bobbing along the trendline. Now, it’s exploded higher. I wish it had sure waited till the quarter because the expectations are, let’s say, huge. And that said, Apple should have a good multi-year story to tell, and I’m sticking by my own mantra, own Apple, don’t trade it.”
Apple Inc. (NASDAQ:AAPL) designs and sells smartphones, computers, tablets, wearables, and accessories, including iPhone, Mac, and iPad. In addition, the company provides digital content and subscription services such as Apple Music, TV+, Arcade, and Pay.
23. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 335
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer explained why it is a “controversial” stock and said:
“After the close, we hear from two controversial stocks for different reasons, Apple and Amazon. They could not be in more different shapes right now. Right now, Amazon’s Web Services business, once the jewel in its crown, has become an albatross around the company’s neck. I think it’s incorrect, but that’s what the Street is saying. The stock, which has been the least of the… Magnificent 7 needs to see Amazon Web Services grow from high teens to the low twenties or else, well, we’re not going to have a rally.”
Amazon.com, Inc. (NASDAQ:AMZN) operates online and physical retail stores, provides digital subscriptions, and offers cloud computing, storage, and AI solutions. It develops electronic devices and produces media content, and delivers advertising and membership services. Cramer mentioned the company during the October 20 episode and commented:
“Amazon, despite this painful Web Services outage today, may actually be reaching a bottom. And that’s what it means when your stock goes up on bad news like Amazon did today.”
22. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders: 119
Eli Lilly and Company (NYSE:LLY) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer noted that the company needs to find a new use for its GLP-1 drug, as he stated:
“How about Eli Lilly? Now, I hate to say it, but it’s become luckless. If the company doesn’t have a new use for Zepbound, the revolutionary GLP-1 drug, or announce the date for the pill version, the stock’s going to pull back to the $700s from its current $825 level. It can’t get out of its own way.”
Eli Lilly and Company (NYSE:LLY) develops prescription medicines for diabetes, obesity, oncology, immunology, neuroscience, and other chronic diseases. A caller inquired about the stock during the October 21 episode, and Cramer responded:
“Here’s the problem with Lilly: they need to have something else to come out. They need something that’s big that the insurance companies will cover, for their drug, because right now, a lot of people just feel, you know what, this Ozempic thing, it’s played out. If you get something else, a new indication, that will ignite the stock.”
21. Mastercard Incorporated (NYSE:MA)
Number of Hedge Fund Holders: 158
Mastercard Incorporated (NYSE:MA) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer expects the company to report an “enviable quarter.” He remarked:
“Thursday morning, we’ve got another company that should report an enviable quarter, and that is MasterCard. You can put this one on auto. MasterCard’s going to be great. I mean, it’s like I saw it, the script, in my sleep.”
Mastercard Incorporated (NYSE:MA) provides global payment processing and financial technology solutions. The company offers credit, debit, and prepaid products, cross-border and digital payment services, and security and analytics tools. Cramer mentioned the company during the June 27 episode and said:
“Okay, this is a very hard question because Visa and MasterCard are valued much more highly, I think, than American Express in terms of PE multiple. I want American Express of these three, and I’ll tell you why. I think America’s Express has got this younger demographic that is really exciting and not really built into the price-to-earnings multiple. That said, look, these are all great companies… I met with Mastercard’s management this week. I talked with Visa’s management. You’re not going to go wrong owning any one of these companies. They’re three of the best companies in America.”
20. Agnico Eagle Mines Limited (NYSE:AEM)
Number of Hedge Fund Holders: 52
Agnico Eagle Mines Limited (NYSE:AEM) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer highlighted it as his preferred gold stock, as he commented:
“If you want to own a gold stock, don’t own Newmont, which has disappointed. Own Agnico Eagle, which has incredibly low finding costs. That’s what matters.”
Agnico Eagle Mines Limited (NYSE:AEM) explores, develops, and produces precious metals, primarily gold, in addition to silver, zinc, and copper. Cramer mentioned the stock during the October 8 episode in light of the gold rally and said:
“What do we make of the spectacular rally in the price of gold, taking in above $4,000 an ounce for the first time in history? I always tell you to have some gold in your portfolio, yes, I am a gold bug, as a kind of insurance against inflation or currency devaluation, or just economic chaos. And this year, that insurance policy has paid off. Gold’s up 54% for the year. But you know what? You’ve done much, much better if you own certain gold miners. Take Cramer fave, Agnico Eagle Mines, up blistering 117% year to date. These guys have a bunch of low-cost mines coming online in the not-too-distant future. In other words, as long as gold prices stay high, I mean, these guys can make a killing.”
19. Carvana Co. (NYSE:CVNA)
Number of Hedge Fund Holders: 91
Carvana Co. (NYSE:CVNA) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer mentioned the company during the episode and stated:
“I also think the heavily shorted Carvana will blow the doors off when it reports Wednesday night. I saw another short story report about it. You know it’s getting tiresome.”
Carvana Co. (NYSE:CVNA) operates an online platform for buying and selling used cars and also runs auction sites. During the July 31 episode, Cramer said that the stock “just keeps winning,” as he commented:
“Look at the stock of the Carvana run. Now, I’ve been recommending this digital used car retailer for over two years now, and it just keeps winning. In fact, the stock’s now more than doubled, at least from its post-Liberation Day low in April, and it never should have sold off like that because, in the first place, President Trump’s tariffs on imported autos make used cars a lot more valuable. Sure enough, last night Carvana reported a magnificent top and bottom line beat, tremendous guidance for the current quarter, which is why the stock shot up another 17%.”
18. ServiceNow, Inc. (NYSE:NOW)
Number of Hedge Fund Holders: 106
ServiceNow, Inc. (NYSE:NOW) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer was quite optimistic about the company during the episode as he commented:
“My nomination for the best quarter this whole entire week, ServiceNow, Bill McDermott’s cloud software company, which I think will have the most AI for any tech service company backed up by big orders. Bill’s quietly become the most successful non-mega cap CEO in the entire market. It’s a solid opportunity for next week or next year, for that matter.”
ServiceNow, Inc. (NYSE:NOW) provides cloud-based digital workflow solutions through its Now Platform, which uses AI, automation, analytics, and low-code tools. During the lightning round of October 7, a caller inquired about the stock, and Cramer replied:
“I think ServiceNow is one of the few software-as-a-service stocks that I can still recommend without hesitation. I think Bill’s doing terrific with that company, and he’s a real great representative of his institution.”
17. Chipotle Mexican Grill, Inc. (NYSE:CMG)
Number of Hedge Fund Holders: 68
Chipotle Mexican Grill, Inc. (NYSE:CMG) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer showed concern about the company and said:
“Chipotle can’t seem to deliver, and it’s starting to worry me, although I had a really good burrito for lunch. To me, this quarter seems maybe it’s make or break in terms of maintaining the company’s growth status. It will be tough.”
Chipotle Mexican Grill, Inc. (NYSE:CMG) owns restaurants that provide burritos, bowls, tacos, salads, and related menu items. During the October 1 episode, Cramer called it a “decent reversal candidate.” He commented:
“And how about the biggest losers for the quarter? As I scrutinize the list, I see a couple that could make a comeback. Chipotle’s the best of these losers, having been hammered relentlessly like many other restaurant chains. The current numbers are indeed nothing to write home about, but this company has a habit of bouncing back after management gets it right. Down 30% last quarter, Chipotle seems like a decent reversal candidate.”
16. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 260
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer praised the company’s CEO during the game plan and said:
“Now, Meta’s Mark Zuckerberg keeps finding ways to deliver great quarter after great quarter, keying on advertising, but also spewing the gospel of the Ray-Bans that are packed with AI. I like the black ones that Renee Haas wore on our show from Arm Holdings recently.”
Meta Platforms, Inc. (NASDAQ:META) develops applications that connect people through its Family of Apps, including Facebook, Instagram, WhatsApp, Messenger, and Threads. Moreover, the company builds virtual and augmented reality products through Reality Labs. A caller inquired about the stock during the October 17 episode, and Cramer commented:
“Alright, I’m going to answer the latter first by saying I have no concept whether Mark Zuckerberg wants to do a split, but he sure always wants, he sure does want to exceed and having a 24 multiple on next year’s earnings, which I calculate is an insult to this man, to have a market multiple, I expect the stock, which is off 80 points from its high, to have a very big run here and I urge you to stay in it.”
15. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 294
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer has high hopes for the company’s quarter as he remarked:
“Microsoft reported the best quarter of the hyperscalers last time around, and I expect a repeat from this company.”
Microsoft Corporation (NASDAQ:MSFT) develops and provides software, hardware, and cloud-based services. The company’s solutions include productivity tools, enterprise solutions, AI technologies, and consumer products. During a September 18 episode, Cramer mentioned the company and said:
“Alright, so today, Microsoft, Amazon, and Tesla were silent. That’ll probably change tomorrow. So many people have tried to scare you away from investing in individual stocks for almost 25 years, and yet that’s where all the money’s being made and has been made. These experts don’t even want to admit that the Magnificent Seven exist. They think it’s too risky to chase gains in the individual companies. They hated me for coming up with FAANG. Yeah, that was 12 years ago. I don’t care. I gotta deal with reality because my job is to help you try to make money, not pontificate and decide that you can’t or shouldn’t.”
14. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 219
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer expects a “monster quarter” from the company, as he stated:
“Next, you can bet that Alphabet will report a monster quarter led by YouTube, then Search, and then Waymo. There’s a lot to like here.”
Alphabet Inc. (NASDAQ: GOOGL) provides digital products and platforms, including Search, YouTube, Android, Chrome, and Google Play, as well as advertising services. The company also offers cloud computing, AI, and enterprise collaboration tools. While discussing his fantasy stock portfolio during the September 5 episode, Cramer mentioned the company and commented:
“Next up, I like Alphabet, one of the best long-term growth stocks that you could have owned over the past two decades… Justin Jefferson, he’s the Vikings receiver… I think of both Alphabet and Jefferson as known commodities with major new questions. For Alphabet, Google’s, the worry is how, how’s the advent of AI going to impact the core search business? So far so good… I think they’ll both be just fine.”
13. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders: 66
Starbucks Corporation (NASDAQ:SBUX) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer said that he thinks the company’s quarter could be a “little stronger than expected.” He commented:
“So what do we have? We have Starbucks, and I think that could be a little stronger than expected, not a lot, but I also believe the humility of Brian Niccol will be the order of the day. I don’t expect a lot of great commentary.”
Starbucks Corporation (NASDAQ:SBUX) sells coffee, tea, and food products. The company operates through brands, including Starbucks Coffee, Teavana, and Seattle’s Best Coffee. Cramer discussed the company’s stock during the October 17 episode and remarked:
“Brian never encouraged me to be as bullish as the analysts were. He emphasized endlessly that the turn would take time… What Brian ultimately found was that the whole Starbucks story was based on having fewer people working and a reliance on technology to do the job done… It was a slippery slope that led to a crash. Some analysts now blame the stock’s latest downturn on the slowness of the turn itself. I blame the decline on the lack of recognition from the analyst community, that Brian wasn’t playing UPOD. He wasn’t underpromising in order to over-deliver…
Now at last, I think Brian has his arms around what’s been going wrong. He knows that staffing, not technology’s the answer. He recognizes that not all the stores can be kept open because their layout doesn’t allow for a third-place transformation. I see the analysts turning against him though, largely because they got ahead of themselves, and that tells me it is time to buy Starbucks, not to sell it.”
12. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders: 101
The Boeing Company (NYSE:BA) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer highlighted why the Charitable Trust holds the stock. He said:
“Then there’s Boeing, which, after taking a non-cash charge or two for whatever issue might be on the table, should offer a restrained set of positives that will get the stock moving higher, and cement it as the most obvious winner from the trade war. That’s why we own it for the Charitable Trust. Remember, if our trading partners want to make nice with President Trump, they need to buy big-ticket items to close the trade deficit. Seems like airplanes will do the trick.”
The Boeing Company (NYSE:BA) designs, manufactures, and services commercial aircraft, defense systems, satellites, and space exploration technologies. In addition, the company provides maintenance, training, and digital solutions. Answering a caller’s inquiry during the October 10 episode, Cramer said:
“I think Boeing’s a must buy. I think Boeing’s a must buy. I have looked the CEO in the eye. I think he’s a terrific guy, Ortberg. And I will tell you this, this company just gave up a huge percentage of the gain that it has had. And why buy anything at the top when you get something near the bottom? That’s Boeing.”
11. Caterpillar Inc. (NYSE:CAT)
Number of Hedge Fund Holders: 76
Caterpillar Inc. (NYSE:CAT) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer noted that the stock is a “little tougher” for him, as he commented:
“There’s also Caterpillar. Now, this one’s a little tougher for me. I fear its stock has moved up too much as a monster performer involved with infrastructure and the data center. I think it’s due for some profit-taking.”
Caterpillar Inc. (NYSE:CAT) designs and manufactures construction, mining, and energy equipment, including engines, turbines, and locomotives. During the September 22 episode, Cramer highlighted that he expects more upside from the stock and said:
“A number of industrials made it through the screen, so let me cut to the quick here. Caterpillar, the machinery kingpin, has done incredibly well. It’s up nearly 77% from April lows, but you know what? I think it’s got more upside. Stock’s on track to put up 18% earnings growth, sells for 22 times next year’s numbers.”
10. CVS Health Corporation (NYSE:CVS)
Number of Hedge Fund Holders: 71
CVS Health Corporation (NYSE:CVS) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer made some positive comments on the stock. He said:
“Next, Wednesday got me trembling in anticipation. Why? Well, this morning has a sure winner in CVS, at least from my point of view. Now, I’m betting it’s much better now that Rite Aid’s done and Walgreens is pulling back sharply.”
CVS Health Corporation (NYSE:CVS) provides health services through insurance, pharmacy benefit management, and retail pharmacy operations. On August 25, Cramer discussed the stock in detail, as he stated:
“This has been the best performer, get this, in the healthcare sector in the S&P; it’s up more than 58% for the year… Now some of this is because CVS has become the last man standing in the retail pharmacy space… But some of it’s simply because the stock of CVS already got pulverized last year… We haven’t seen numbers like this from a drugstore chain in ages…
So from end to end, CVS business is simply doing much better than it was 12 months ago. The sore spot managed care business isn’t exactly thriving, but it’s much stronger than anticipated, and seems to have gotten its arms around the most pressing problem, higher medical utilization rates. Meanwhile, the biggest division, health services, is powering forward as Caremark continues to perform well, and increasingly powerful pharmacy business is driving surprisingly strong numbers on the drugstore side because CVS no longer has any major rivals.
I bring all this up because, though the stock’s up over 58% for the year, do you know this thing only sells for just 11 times the midpoint of its new full-year earnings forecast, 11, 11. That’s ridiculously cheap…
Let me give you the bottom line here in this very exciting story: Healthcare has been horrendous this year, but CVS, one of the worst performers in the entire market in 2024… has proven to be a port in the storm for healthcare investors. It is up 58%, leads the entire cohort, fixing its most problematic business, managed care, and seeing real strength in other parts of the business, especially the pharmacy side, where it is the last man standing. Plus, given the cheapness of the stock, generosity of the dividend yield, here’s what I’m saying: Buy CVS.”
9. Seagate Technology Holdings plc (NASDAQ:STX)
Number of Hedge Fund Holders: 71
Seagate Technology Holdings plc (NASDAQ:STX) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer showed bullish sentiment toward the stock during the episode and said:
“You want a stock that’s moved up in anticipation of a blowout that could give you a blowout times two? Well, that’s how I feel about the stock of Seagate. Yes, the disk drive company, which is supply-constrained. That’s a great thing to be in this environment.”
Seagate Technology Holdings plc (NASDAQ:STX) develops and supplies data storage solutions, including hard drives, solid-state drives, and external storage products. During the lightning round on September 17, a caller asked for Cramer’s advice on the stock, and he responded:
“Okay, I’m torn about Seagate. I’ve known the company forever… From when it started. Here’s my problem: it sells at 20 times earnings. It’s the number one… I think like top three performing in the S&P 500. But at 20 times earnings, that’s a lot for a storage company. So I would be careful not to buy it at this high point. It’s just had such a big run.”
8. Visa Inc. (NYSE:V)
Number of Hedge Fund Holders: 167
Visa Inc. (NYSE:V) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer highlighted that the company always beats estimates, as he commented:
“After the close, we hear from Visa. All right, now, Visa, let me just tell you something, this is a company that never misses, and I bet they won’t miss this time. It’s another clockwork stock, meaning you can set your watch to it.”
Visa Inc. (NYSE:V) is a global payment technology company that facilitates digital transactions. The company provides credit, debit, and prepaid solutions, real-time fund transfers, and cross-border payment services. On September 19, upon a caller’s inquiry about the stock in light of the impact of stablecoins and blockchain competition, Cramer said:
“Okay… you’re right in my wheelhouse. Let me tell you, you’re right in my wheelhouse. That’s what’s called the opportunity. These different little entities, and they are very little, have created the opportunity that you need to be able to get in Visa at a good price. Periodically, you get it at a good price, and when you do, pull the trigger.”
7. V.F. Corporation (NYSE:VFC)
Number of Hedge Fund Holders: 35
V.F. Corporation (NYSE:VFC) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer expects a good quarter from the company, as he remarked:
“Now, if you want to go dicier, how about going to V.F. Corp? Apparel’s tough, but I think the last quarter, which was not up to snuff, will be put to bed by a terrific set of numbers this time from CEO Bracken Darrell. He’s bought a lot of stock in the open market. The man is putting his money where his mouth is.”
V.F. Corporation (NYSE:VFC) designs and markets branded apparel, footwear, and accessories across outdoor, active, and work categories. The company’s brands include some well-known names, including The North Face, Vans, Timberland, and Dickies, among others. Cramer praised the CEO during the July 30 episode and said:
“Has V.F. Corp finally gotten its groove back? This footwear and apparel company, you know it as maybe Vans or North Face, Timberland, reported a magnificent quarter this morning. The stock’s at least shot up 3% today, though, was up much more earlier, you know what the Fed did. Here’s a stock that’s been a real dog for a long time, frankly, but two years ago, the board brought in Bracken Darrell, formerly the CEO of Logitech, to turn things around, and now it looks like he’s starting to pull it off.”
6. Royal Caribbean Cruises Ltd. (NYSE:RCL)
Number of Hedge Fund Holders: 43
Royal Caribbean Cruises Ltd. (NYSE:RCL) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer noted that the company’s positive performance since COVID ended, as he commented:
“You want a regular consumer stock that’s been an incredible performer? I think you need to look no further than Royal Caribbean. This cruise line’s been a winner ever since COVID ended.”
Royal Caribbean Cruises Ltd. (NYSE:RCL) operates a global cruise business under the Royal Caribbean International, Celebrity Cruises, and Silversea Cruises brands. During the September 22 episode, Cramer called it the “clear best of breed.” He stated:
“Next, from the consumer discretionary group, we’ve got two travel names. Royal Caribbean, my favorite of the cruise stocks because it’s the clear best of breed in one of my, in one of my absolute favorite groups.”
5. United Parcel Service, Inc. (NYSE:UPS)
Number of Hedge Fund Holders: 53
United Parcel Service, Inc. (NYSE:UPS) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer discussed the company’s stock price action in both good and bad quarter scenarios, as he said:
“We also hear from United Parcel, not the best stock…. Now, this stock’s been sneaking up as if there was no issue with the dividend, that they have plenty of money. Good quarter takes this $87 stock to $100. A bad one takes it right back to $80. Seems like a decent risk reward, but anyone who stuck their neck out for UPS recently has gotten their head chopped off.”
United Parcel Service, Inc. (NYSE:UPS) provides global package delivery and logistics services, including express shipping, freight forwarding, customs brokerage, and supply chain solutions. A caller asked for Cramer’s advice on the stock during the October 23 episode, and he replied:
“Well, I do, I think the stock’s trying to bottom. I think the stock’s trying to bottom… I personally don’t care for it. I am a huge buyer of FedEx, and I like J.B. Hunt, so don’t say I’m, don’t say I’m anti-transport. That would be a big mistake. It’s just that I do feel that UPS, the dividend’s so big, I don’t know. And I know they’re sacrosanct, but they could use some money.”
4. Celestica Inc. (NYSE:CLS)
Number of Hedge Fund Holders: 63
Celestica Inc. (NYSE:CLS) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer had some positive things to say about the stock during the episode, as he remarked:
“Now, some stocks have no quit them though at all. And this one down here, Celestica, this company does make everything you need to make tech equipment, and they’re tremendous at it. Maybe by the way, it is the best chart…”
Celestica Inc. (NYSE:CLS) provides end-to-end supply chain and manufacturing solutions. It offers design, engineering, assembly, logistics, and aftermarket services to OEMs and service providers in multiple industries, including technology, aerospace, and healthcare. During the October 6 episode, Cramer was asked about the stock by a caller, and here’s what Mad Money’s host had to say:
“Did you see that stock today? Did you see how beautiful that stock acted? Holy cow. I mean… Jabil was acting not nearly as good. I think Jabil’s a good company, but Celestica, they better come on. I mean, that thing is just like a, that’s a freight train.”
3. SoFi Technologies, Inc. (NASDAQ:SOFI)
Number of Hedge Fund Holders: 47
SoFi Technologies, Inc. (NASDAQ:SOFI) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer mentioned the company during the episode and commented:
“Okay, here’s one, SoFi. You know we’re behind this one, right, the digital bank? It’s had a huge run that you have to ask if anything can justify the move beyond where it is. The rally today didn’t help. I don’t know. Call me, let me say, critical because I do, am concerned about profit taking there.”
SoFi Technologies, Inc. (NASDAQ:SOFI) provides digital financial services, including lending, banking, investing, and insurance. Additionally, it operates Galileo and Technisys, technology platforms that deliver modern banking infrastructure. During the October 3 episode, Cramer said that the company’s stock is “not finished going higher.” He stated:
“As a long-time SOFI bull, I feel pretty darn vindicated these days, and I’ve gotta tell you, I think this one’s not finished going higher. The first thing you need to understand is that this rally was driven by genuinely great numbers… This company has developed a reputation for outperforming the estimates, and lately that outperformance has been particularly strong. SoFi’s actually been doing this for a while.
Now, I went back and checked, and SoFi’s beaten both sales and EBITDA estimates every darn time since it came public in 2021. Can you imagine that? Over the past seven quarters, in particular, SoFi has also reported much better than expected earnings per share. In fact, when the company reported its latest numbers in late July, the quarter, look, I’m calling it fantastic…
Let me give you the bottom line: I’ve been recommending SOFI for years because I realize that they had a unique hold on younger people, and over the past 12 months or so, that’s really starting to pay off. The stock’s caught fire, and thanks to its recent sell-off over the past couple weeks, you’re now getting a chance to buy it at a relative discount for the first time in ages. While I’m not expecting SOFI to triple again over the next six months, it wouldn’t shock me if it can put up a similar performance over the next three to five years.”
2. UnitedHealth Group Incorporated (NYSE:UNH)
Number of Hedge Fund Holders: 159
UnitedHealth Group Incorporated (NYSE:UNH) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer highlighted the investigations into the company’s billing practices, as he said:
“Tuesday morning, we get results from UnitedHealth. Now, maybe we can find out how detrimental these investigations into their billing practices really are. I think they’ll be dismissed as not major, and the stock might start climbing like it did in the old days when UNH was such a huge Wall Street favorite.”
UnitedHealth Group Incorporated (NYSE:UNH) provides health benefits and care services through insurance coverage, care delivery, and pharmacy management. Answering a caller’s inquiry about the stock during the September 18 episode, Cramer commented:
“Okay, so UNH, when I read that they are throwing their weight around in Washington and spending a lot of time with the, in the executive offices and really spending a, really making a point of touching bases with all the people who might be able to rub up against some of the people who are trying to hurt them, like maybe prosecutors, it makes me feel that UNH is bottomed. And I did think that they would be, they could have the death sentence of being investigated for Medicare fraud. It does seem like that might be off the table. I don’t, do I want to go buy it here? I would, if I bought it, I would buy with calls. I would not buy with common stock.”
1. Nucor Corporation (NYSE:NUE)
Number of Hedge Fund Holders: 47
Nucor Corporation (NYSE:NUE) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer started his game plan with the stock and stated:
“How about earnings? Monday night, our largest steel company reports. That’s Nucor, and I think we’re going to hear plenty of praise for President Trump’s tariffs that have kept other countries from dumping their government-subsidized steel into our country at excessively low prices. China wiped out most of our steel producers except for Nucor and Cleveland-Cliffs. Nucor’s the best steel maker in the world, but it can’t transcend what amounts to a sluggish environment away from the data center. In this economy, I can’t expect a blowout, even as I do like the company very much. Too bad. Might be an opportunity, though.”
Nucor Corporation (NYSE:NUE) manufactures and sells steel and steel products, including sheet, plate, bar, and structural steel. The company also produces raw materials like direct reduced iron and scrap metal.
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