Jim Cramer, the host of Mad Money, said Wednesday that he is uneasy about the groups driving recent market gains.
“You never want to see what’s happening right now in the stock market. You see, the market’s developing a thesis, and it’s not the thesis you and I were hoping for. You can’t really spot it in the overall averages… The wrong stocks are going higher. Let me explain. In a good market, you want a broad rally led by growth stocks, with the cyclicals taking a back seat but still going higher… I also like to see the transports rally because they represent the health of the economy. Most of all, I like to see the bank stocks go higher. When the banks are winning, it tells you businesses are expanding, need loans, companies are coming public to raise capital, we have mergers and acquisitions galore, and individuals are taking out loans, maybe to buy houses, maybe to renovate.”
READ ALSO 7 Stocks on Jim Cramer’s Radar Recently and Jim Cramer Recently Looked At These 16 Stocks
Cramer said that he has no issue with high-growth names continuing to climb, like Eli Lilly and its GLP-1 drugs for diabetes and weight loss. He said that moves like that are encouraging and were part of what defined the upbeat bull market that dominated much of last year. He noted that the current setup, however, looks very different. He said Wednesday’s session showed leadership coming from consumer packaged goods stocks and oil companies, which he described as the least desirable groups to be leading. He noted that consumer packaged goods names tend to perform best when investors are bracing for a downturn, while oil stocks operate in a zero-sum relationship with the broader economy. At the same time, he pointed out, bank stocks have been sliding sharply.
“The bottom line: We have to hope that these two new leadership groups aren’t long-lasting. I don’t think they will be. You also need to have some hedges, some Procter, some JNJ. Hey, listen, I’ll throw in Colgate and Merck if you want to. Just something that keeps you in the game until things get better. You know why? Because they always do.”
Our Methodology
For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 14. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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 Thoughts on These 16 Stocks
16. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 234
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer shared his thoughts on. Cramer emphasized owning and not trading the stock, as he said:
“What about the amazing secular growth stocks that I talk about, the ones that are supposed to do well regardless of the economy? What do you do with those? Well, those you shouldn’t trade. A tremendous grower requires a tough as nails attitude where the trick is to sit on your hands and do nothing when they go higher… You know that I always say own NVIDIA, don’t trade it. Now, sometimes, like right now, it’s difficult because the stock appears stuck in a rut. Other times, it’s bountiful. But NVIDIA’s a stock that’s not meant to be schnitzeled. It’s meant to be owned, not traded.
Long term, I don’t love most cyclical stocks. We own what I think are the best of them for the Charitable Trust, but I accept that they should be traded around because they’re hostage to the broader economy. But when you find some amazing secular growth stories, stocks that go higher without a strong economy, you want to be the holder, not the trader. You want to make the dollars, leave the pennies to the traders. With the best, it never changes. And if you don’t obey my rule, you’ll never see the greatness of what a hero stock can do for you, and of course, your bank account.”
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.
15. MNTN, Inc. (NYSE:MNTN)
Number of Hedge Fund Holders: 16
MNTN, Inc. (NYSE:MNTN) is one of the stocks Jim Cramer shared his thoughts on. During the lightning round, when a caller asked about the stock, Cramer remarked:
“I initially said it was good, then… was able to retract that, thank heavens. This stock is just awful. I cannot believe. I mean, they gotta make… They have to make money, or else it won’t turn around. It came public at a very exciting time, and it is going lower without earnings per share.”
MNTN, Inc. (NYSE:MNTN) provides a technology platform that simplifies performance marketing on Connected TV. The company’s tools enable brands to run TV ads efficiently and drive measurable conversions, revenue, and engagement. When a caller sought Cramer’s advice about the stock during the episode aired on October 31, 2025, the Mad Money host responded:
“I can’t either. I think it’s a better company than it’s, than it’s trading. I know we spoke to them earlier today. I do believe that MNTN offers a great, great opportunity for advertisers… MNTN so far has not worked out. I was telling Ben Stoto earlier today. I am surprised myself that it’s not doing better. They’re not delivering, and that’s just unacceptable.”
14. Babcock & Wilcox Enterprises, Inc. (NYSE:BW)
Number of Hedge Fund Holders: 16
Babcock & Wilcox Enterprises, Inc. (NYSE:BW) is one of the stocks Jim Cramer shared his thoughts on. Answering a caller’s query about the stock during the lightning round, Cramer said:
“Babcock & Wilcox, now, unfortunately, it’s up 30% for the year, but it is a great spec on the construction of power plants. Let’s wait til it goes down a little bit and then pull the trigger.”
Babcock & Wilcox Enterprises, Inc. (NYSE:BW) provides energy and emission control solutions through technologies focused on waste-to-energy conversion, hydrogen production, and carbon management.
13. ServiceNow, Inc. (NYSE:NOW)
Number of Hedge Fund Holders: 104
ServiceNow, Inc. (NYSE:NOW) is one of the stocks Jim Cramer shared his thoughts on. Noting that the stock is at a one-year low, a caller asked if it is time to buy it, and Cramer replied:
“Okay, so ServiceNow, wow. Is it at a one-year low? It is down a hundred bucks. Holy cow. Alright, so why is ServiceNow going down? Enterprise software, whether it be Adobe, which has really been hammered, whether it be Salesforce, which is not doing well, the chart that is, or ServiceNow, it’s pretty awful. I am not going to call bottom in ServiceNow. It is just too darn hard for me.”
ServiceNow, Inc. (NYSE:NOW) provides a cloud platform that supports digital workflows through AI, automation, low-code tools, analytics, and a set of IT, security, customer-service, and employee-experience products. During the January 5 episode, a caller highlighted the recent stock split and asked for Cramer’s opinion, to which he replied:
“Well, the problem is that it is a software company and the software companies are being eaten by the hardware, some would say. It still has a high price-to-earnings multiple. I was surprised the stock gave up so many points on Friday. I thought it would bounce back today, and it really didn’t. I think that at 42 times earnings, it’s a PE multiple, it’s still a little too high for me. It is one of the better companies in an industry that is being, well, it’s having a tough time with AI, even though it is an AI leader itself. Odd, huh?”
12. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 81
Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer shared his thoughts on. During the episode, Cramer highlighted the company’s comeback. He remarked:
“Finally, let’s talk Intel, which has been way too hot… last year’s most surprising comeback story. The chipmaker seemed like it was being eaten alive by NVIDIA and AMD. The former CEO Pat Gelsinger, practically ran it into the ground with his ambitious plans to build semiconductor manufacturing facilities…. A lot of people were worried about this national treasure. But then they brought in Cramer fave Lip-Bu Tan as CEO, and he has managed to wrangle a bailout from the federal government, which took a nearly $9 billion stake… Once Uncle Sam got on board, even NVIDIA made a $5 billion investment in Intel. The stock’s been on fire ever since because once they cleaned up the balance sheet, Intel instantly became a much better story, and the investors had a much better bottom line.
When you look at Intel’s daily chart, you see a textbook uptrend. The stock made a terrific move higher in September. It’s been making a pattern of higher highs and higher lows ever since. The MACD line is now flashing a buy signal. Remember what I told you that when it goes over that line, it’s bullish. The on-balance volume has been steadily marching higher. Nice progression there. The only fly in the ointment for Intel is that the relative strength index, RSI, has reached overbought territory. We don’t want it over that line…. That’s why I say it’s been too much of a rocket ship. But Lang says stocks can stay overbought for weeks before the share price starts coming down, so I think we’re okay here. Right now, he thinks that Intel’s making a run at $55, oh man, and could see it eventually going into 2021 highs in the high 60s. It’s a shocking move. And perhaps only the federal government and Jensen Huang, who did the investing for NVIDIA, really caught the bottom. By the way, Jensen Huang, very good friends with the Lip-Bu Tan.”
Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms.
11. Cisco Systems, Inc. (NASDAQ:CSCO)
Number of Hedge Fund Holders: 74
Cisco Systems, Inc. (NASDAQ:CSCO) is one of the stocks Jim Cramer shared his thoughts on. Cramer noted the company’s ups and downs during the episode, as he commented:
“How about, and this one makes me so happy because it’s a Charitable Trust name, Cisco? Yes, the online networking play is a little different. Cisco spent years struggling to reinvent itself… and admittedly came late to the AI party. The stock didn’t really start running until the second half of 2024. Lately, though, Cisco’s gotten its act together, regularly picking off new clients from its competitors… Even though it took roughly 25 years for Cisco to regain its dot-com era highs. Wow. It was the largest cap stock at one point in the market. The company’s been putting up stellar numbers over the past few quarters. I think it’s finally found its place in the modern world. So what’s happening in the daily chart? Alright, after a strong performance in the first 11 months of last year… this stock got hammered in December, it was really kind of surprising, ultimately, filling in the gap from its big rally in November…
Now, though, Cisco’s started bouncing off its lows, and Lang thinks it’s ready to roar, although the stock has to break through its 50-day moving average first… Could happen. That’s almost two bucks from where it’s currently trading. Of course, the volume trends have been mediocre here, and the on-balance volume is just starting to turn higher after taking a real beating. Still needs to go higher, frankly. Okay, Lang notes that Cisco sold off hard in December on high volume, and that’s usually a real bad sign because volume is like a polygraph in this business. High volume means a move’s telling the truth. However, he thinks that the sell-off has come to an end. Thank heavens, man, because this has been a very tough time for me in the trust with some of my techs, and Cisco became part of it. MACD line is still flashing a sell signal, but Lang believes it’s bottomed.
Basically, he sees Cisco making a run at its downtrend line, and if we get a few good days, the bulls are poised to take control. He’s betting the $74 stock can change toward its old highs around $80 and then charge to, get this, $100. I sure hope he’s right. That’ll be later in the year. We already have a nice gain in trust. But I really am getting greedy. I want more points with CEO Chuck Robbins. Now, I’ve gotta tell you, I think that… [if] we had a little leveling off, I think you buy Cisco right here.”
Cisco Systems, Inc. (NASDAQ:CSCO) creates networking, security, and collaboration tools that help organizations stay connected and protected.
10. International Business Machines Corporation (NYSE:IBM)
Number of Hedge Fund Holders: 66
International Business Machines Corporation (NYSE:IBM) is one of the stocks Jim Cramer shared his thoughts on. Cramer praised the company’s CEO, as he said:
“Let’s take them one by one, starting with IBM, which has become an incredibly strong performer with a stock that’s nearly tripled since late 2022 when it broke free from its… all-time highs. It’s also rallied over 40% over the past 12 months. Horse. Take a look at all the daily charts here because this paints a very encouraging picture.
First, Lang (chartist Bob Lang) points out that IBM has always faced challenges from the new line of tech… But IBM stood tall in the face of change and transformed itself into a juggernaut. They’ve got terrific hybrid cloud and AI businesses, a very strong consulting business that’s also bringing in a ton of AI, and yes, they’ve got quantum computing. Even better, at this point, IBM has been putting up its strongest sales growth in years. Their CEO, Arvind Krishna, is top-notch, and you know what? I think he sees the future better than almost all CEOs, not just in tech… Lang points out that IBM has broken out above its 50-day moving average… with force this week. The stock’s now at $309… We’re witnessing the next leg higher. Not too late to buy IBM… When you look at the moving average convergence divergence… IBM just made what we call a bullish crossover… When that happens, this is one of the most reliably positive signals out there.
At the same time, there’s the on-balance volume… As you can see with IBM, the on-balance volume line just keeps making new highs. Even better, the relative strength… is still a long way from being overbought… When IBM got overbought in the fall, it temporarily lost its mojo, but it can really rally a good bit now because the relative strength index is saying it can go to higher levels. That’s where it tends to stall out. I liked the last quarter from IBM very much, and I bet Krishna can deliver again when the company reports later this month. It’s inexpensive relative to its growth rate and runs very lean as Krishna runs a very tight ship.”
International Business Machines Corporation (NYSE:IBM) provides software, consulting, and cloud and on-site technology solutions, along with financing to help clients use its products.
9. Citigroup Inc. (NYSE:C)
Number of Hedge Fund Holders: 107
Citigroup Inc. (NYSE:C) is one of the stocks Jim Cramer shared his thoughts on. Cramer highlighted the situation of the bank’s Russian operations while discussing its recent quarter, as he commented:
“Last but not least, there’s Citigroup, which delivered another good, solid quarter, the latest in a long line of no drama results under CEO Jane Fraser. Excluding a one-time charge related to the… sale of its Russian operations, Citi saw 8% revenue growth while earnings per share were up 35%. Citi had the best in interest income of all banks, up 14%, also ahead of expectations. But as with Bank of America, they benefit from a smaller-than-expected provision for credit losses, which signals confidence in the economy. But it’s not an operational number. Below the top lines, it’s where it hurts. It was a mixed bag. Citi’s services business and its banking business both beat, so did the markets business, but that was driven by fixed income as equity trading fell a bit short. The company’s personal banking in the United States had a shortfall… I liked that business. It needs to really climb. As did the wealth unit, though, the wealth shortfall was very small.
Basically, for Citi, this was another professional quarter, and for a turnaround story like this, it would’ve normally been enough to send the stock roaring. Remember, Citi’s much, much, much, three muchs, cheaper than its peers, even after shooting up 66% last year. But today, with the overall market down and Wall Street deciding these bank earnings were just yawners at best, another solid result from Citi wasn’t enough to send this stock up. We’re all used to seeing it jump after earnings. One of the more interesting tidbits about Citi today didn’t even come from the quarter. In an internal memo sent to employees, which was then picked up by basically every major financial news outlet, Fraser, CEO, said that her bank’s transformation efforts are more than 80% complete. Memo also included news about more layoffs and some interesting commentary about how Citi’s adopting AI. But it matters that the bank’s self-help efforts, which have moved this stock so much, are nearing completion. I gotta wonder how long Citi stock can keep running if the company’s no longer being graded on a curve. For now, though, I think it’s just too, too cheap to ignore. It’s probably the first one I would buy of the ones I just mentioned.”
Citigroup Inc. (NYSE:C) provides financial products and services across banking, markets, and wealth management.
8. Bank of America Corporation (NYSE:BAC)
Number of Hedge Fund Holders: 111
Bank of America Corporation (NYSE:BAC) is one of the stocks Jim Cramer shared his thoughts on. Cramer called the market reaction to the stock after its earnings “extreme,” as he stated:
“Alright, how about Bank of America, which looks fantastic. They posted a small top and bottom line beat, with a 7% revenue growth, 18% earnings per share growth. Astounding. Their net interest income was up 10%, also slightly better than expected, yet the stock still sold off 4% today. I think that’s extreme. Don’t let that mislead you. Bank of America reported a solid quarter, all four of the business lines, they beat revenue expectations, with global wealth and investment management and global markets both up over 10% year-over-year. I’m not used to seeing that. Bank of America also sounded confident about 2026, guiding for 5 to 7% net interest income growth this year. CEO Brian Moynihan said, ‘While any number of risks continue, we are bullish on the U.S. economy in 2026.’ It’s tough to poke holes in this Bank of America quarter. Sure, the company got a boost from lower than expected credit charges, which helped drive their slightly better than expected earnings beat. Like JPMorgan, their debt and equity underwriting was light. That was disappointing. But really… I think this was a really fine quarter for Bank of America, maybe the best. And the stock only got hit today because Wall Street paints out with a broad brush. This decline was, I think, pure guilt by association. I’m pronouncing it innocent.”
Bank of America Corporation (NYSE:BAC) provides banking, investment, and financial services, including lending, wealth management, trading, and advisory solutions.
7. Wells Fargo & Company (NYSE:WFC)
Number of Hedge Fund Holders: 76
Wells Fargo & Company (NYSE:WFC) is one of the stocks Jim Cramer shared his thoughts on. Cramer discussed the company’s recent earnings during the episode. He stated:
“What about today’s reports from the other three bigs? Okay, Wells Fargo, which we own for the Charitable Trust, reported a top and bottom-line miss. While sales were up 4.5% year-over-year, and earnings grew by 13%, they still came in light, as did net interest income. It was disappointing. That said, a big chunk of that earnings shortfall came from higher severance expense… Wells Fargo, by the way, laid off a lot of people to cut costs. When you drill down, the business is doing pretty well, just not quite as well as Wall Street, and I were hoping… Efficiency ratio, a key measure of cost, fell from 68% to 64%. Lower, by the way, is better when it comes to that measure… But the analysts spoiled by CEO Charlie Scharf’s relentless cost-cutting were looking for 62.5%. Just not good enough.
Now, management told a story of a bank that’s been unshackled after last year’s removal of the Fed-mandated asset cap of 2018. Wells Fargo’s now able to grow more aggressively in areas like credit cards and investment banking. And again, you’ve gotta keep in mind that the stock was up like JPMorgan 35% over the preceding 12 months. That’s one reason why we sold some Wells Fargo for the Charitable Trust yesterday, even in the teeth of the hideous decline… I still believe in Wells Fargo longer term, but the stock… has to finish going down, and I don’t think it is yet… Now you know me, I don’t like trading, not at all. Unless you’re a full-time professional, I’m against it. But when you’re dealing with a stock that’s going parabolic like Wells has going into the quarter, then no set of numbers will satisfy the market, which is why I hate parabolic moves. And that’s why it was worth selling some… and if the stock keeps coming down, you know what? Well, we’ll get to buy the shares we sold at a much slower price.
In the end, I still believe Charlie Scharf knows how to transform what’s basically a consumer bank into an investment bank with a consumer bent. That’ll produce a higher price-to-earnings multiple, the secret sauce behind higher stock prices… And you know what? You’d wish that you bought the stock on weakness. So I’m glad we held onto the bulk of our position in Wells Fargo, but I’m also glad we did something called schnitzeling.”
Wells Fargo & Company (NYSE:WFC) provides financial services, including banking, lending, investment, and wealth management solutions.
6. JPMorgan Chase & Co. (NYSE:JPM)
Number of Hedge Fund Holders: 120
JPMorgan Chase & Co. (NYSE:JPM) is one of the stocks Jim Cramer shared his thoughts on. Cramer highlighted the company CEO’s comments after its earnings, as he remarked:
“When JPMorgan reported yesterday, they posted a solid top and bottom line beat, excluding a $2.2 billion reserve that they took related to the Apple credit card and portfolio that they got from Goldman Sachs. These guys delivered a 7% increase in net interest income with 70% growth for their Markets business. That’s fantastic. That’s mostly sales and trading… These are amazing, but the investment banking business came in light, down 5% year-over-year and 11% from the previous quarter. That weighed down by weakness in both debt and equity underwriting, and that was just plain bad. Of course, even when the numbers are pristine, the reaction to JPMorgan’s earnings hinges on the conference call commentary from CEO Jamie Dimon, who’s become the almost Confucius-like figure for the financial industry. And he often says things that really do freak out people, something that happened again yesterday.
This time, Jamie warned that… ‘geopolitical is an enormous amount of risk,’ and he also had some things to say about ballooning budget deficits in the United States… Maybe that’s why after opening flat, you know, it was actually up $5 in pre-market trading. The stock ultimately tumbled more than 4% yesterday before slipping another 1% today. I think JPMorgan’s stock will be fine. A lot of this was simply because the stock had rallied 35% over the previous 12 months before yesterday’s report. In other words, it was due for a breather.”
JPMorgan Chase & Co. (NYSE:JPM) provides financial services, including banking, lending, payments, and investment management. In addition, the company offers investment banking, asset management, and advisory solutions.
5. AutoZone, Inc. (NYSE:AZO)
Number of Hedge Fund Holders: 60
AutoZone, Inc. (NYSE:AZO) is one of the stocks Jim Cramer shared his thoughts on. During the episode, a caller asked why the stock’s price-to-earnings ratio is down to around 23 when the company’s earnings and growth are “still good.” In response, Cramer said:
“Yeah, people didn’t like that last quarter… And the reason why the stock is going down is this company is so darn consistent that when it reported an inconsistent number, I can’t believe the jailbreak. I think they’re fine. I think the next quarter is going to be better. This company always pivots and always pivots well. I’d be a buyer.”
AutoZone, Inc. (NYSE:AZO) sells and distributes automotive replacement parts, maintenance items, and accessories for cars, SUVs, vans, and light trucks. During the December 17, 2025, episode, Cramer explained why the stock has been a “massive long-term outperformer.” He remarked:
“Finally, there’s one that I’ve recommended to you endlessly, and that is AutoZone, the auto parts retailer, which has shrunk its share count by 44.9%, can you believe that, since the end of 2015, 44.9%. If you go back to the summer of 1998, AutoZone’s shrunk its share count by roughly 89%. That’s why the stock’s been a massive long-term outperformer I always recommended. At the same time, I like the fundamentals here. Rates are still high. Getting financing for new cars is expensive, so people need new parts to make their old cars last longer. Plus, AutoZone’s pulled back 22% from its highs. You know what? I’d be a buyer. I bet the company is too.”
4. Southern Copper Corporation (NYSE:SCCO)
Number of Hedge Fund Holders: 36
Southern Copper Corporation (NYSE:SCCO) is one of the stocks Jim Cramer shared his thoughts on. Mentioning that they started a position in the stock, a caller inquired if they should keep adding to it. Cramer replied:
“Look, I don’t mind Southern Copper, but copper has run a great deal, and you’ve got what I call a parabolic move in Southern Copper. It was up $5 today. It’s no longer got a… It’s 1.98% yield is all you get. The stock’s up 25% this year. I gotta tell you… I think you’re late. I can’t condone it.”
Southern Copper Corporation (NYSE:SCCO) focuses on mining, smelting, and refining copper. The company also processes several other materials, including molybdenum, zinc, silver, gold, and sulfuric acid. On January 13, Wells Fargo raised the company stock’s price target to $182 from $144, while maintaining an Equal-Weight rating.
The firm expects strong copper and aluminum performance in 2026 due to limited new supply during the first half of the year. In addition, Wells Fargo believes that the 50% tariffs on steel and aluminum imports will likely stay in place, and the US prices will remain elevated despite minor USMCA trade concessions.
3. Exxon Mobil Corporation (NYSE:XOM)
Number of Hedge Fund Holders: 93
Exxon Mobil Corporation (NYSE:XOM) is one of the stocks Jim Cramer shared his thoughts on. Cramer mentioned the company during the episode and said:
“Unfortunately, there’s another wrinkle. Oil looks like it’s headed higher, even if it finished the day in the red, because the president’s $50 barrel plan is suddenly going the wrong way, thanks to the newfound uncertainty out of Iran and the facts on the ground in Venezuela. You take out Venezuela’s leaders, and oil goes lower. You take out Iran’s rulers, and you better believe it goes higher. The result? The real leaders in this market are Exxon and Chevron. Both have tremendous CEOs, both have long historic records, and both represent the very problematic leadership we don’t want, the type that keeps you and me up at night.”
Exxon Mobil Corporation (NYSE:XOM) is an oil and natural gas exploration and production company that also manufactures fuels, petrochemicals, and specialty products. LRT Capital Management stated the following regarding Exxon Mobil Corporation (NYSE:XOM) in its third quarter 2025 investor letter:
“Exxon Mobil Corporation (NYSE:XOM) stands as one of the world’s preeminent integrated energy and chemical manufacturers, with a history of operational excellence and technological innovation that has shaped the global energy landscape. The company’s business model is built upon a vast, vertically integrated structure that spans the entire value chain, from the exploration and production of crude oil and natural gas to the manufacturing of high-value fuels, lubricants, and petrochemicals. This integration provides significant operational synergies and a resilient financial profile capable of navigating the inherent cyclicality of commodity markets.
The core of Exxon Mobil’s earnings power resides in its Upstream portfolio, which is increasingly concentrated in highly advantaged, low-cost-of-supply assets. Strategic developments in areas such as the Permian Basin in the United States and the prolific Stabroek Block offshore Guyana are central to the company’s production growth and long-term cash flow generation. These world-class assets are characterized by their scale and low breakeven costs, enabling profitable production even in lower price environments and positioning the company to efficiently meet global energy demand…” (Click here to read the full text)
2. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders: 87
The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer shared his thoughts on. Cramer explained why the stock went up, and he commented:
“So let’s talk about Procter & Gamble and then let’s talk about a pharma company, J&J. Now, here are two companies that have products that you buy, no matter what. You need toothpaste and medicine regardless of how the economy’s doing… Procter’s a different kettle of fish. They have already told us that business isn’t that hot, and they have lots of problems, so be prepared for, it’s the worst because they’ve told you the worst is coming. It might exceed that. Yet its stock went up big today. That’s because even if it’s bad, Procter & Gamble’s still going to do fine versus the cyclical stocks, which are going to get crushed. When you see this one rally on bad numbers, it’s a real tell that things could go south. We bought Procter for the Charitable Trust, totally just as a hedge, hoping that we don’t get a weaker economy. On a day like today, it’s coming in very handy. Maybe you should have a hedge too.”
The Procter & Gamble Company (NYSE:PG) provides branded consumer goods across beauty, grooming, health care, home care, and family care. The company sells its products through renowned names such as Tide, Pampers, Gillette, Crest, Olay, and Febreze.
1. Johnson & Johnson (NYSE:JNJ)
Number of Hedge Fund Holders: 103
Johnson & Johnson (NYSE:JNJ) is one of the stocks Jim Cramer shared his thoughts on. Cramer noted how money managers are betting on an economic slowdown and remarked:
“So let’s talk about Procter & Gamble and then let’s talk about a pharma company, J&J. Now, here are two companies that have products that you buy, no matter what. You need toothpaste and medicine regardless of how the economy’s doing. J&J can thrive in a weak economy. If you look at the chart of the recent action, you might think it’s found maybe the fountain of youth. J&J deserves to be going higher, but not at this speed, not at this pace. It’s only rallying like this because a lot of money managers want to bet on a slowdown. They are passing on Eli Lilly now because it has a much higher price-to-earnings multiple, and those kinds of stocks are too risky to buy.”
Johnson & Johnson (NYSE:JNJ) develops and sells healthcare products, including pharmaceuticals and medical technologies, with treatments in immunology, oncology, neuroscience, cardiovascular care, and infectious diseases. In addition, the company provides surgical systems, orthopaedic solutions, cardiovascular devices, and vision care products.
While we acknowledge the potential of Johnson & Johnson (NYSE:JNJ) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than JNJ and that has 100x upside potential, check out our report about this cheapest AI stock.
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