Celebrating CNBC’s Squawk Box turning 30 on Wednesday, Jim Cramer, host of Mad Money, reflected on what the financial world looked like three decades ago.
“Today we celebrate 30 years of CNBC’s Squawk Box… You know what? It sure did feel like the old days here.”
READ ALSO: Jim Cramer Weighed In on These 9 Stocks and 10 Stocks on Jim Cramer’s Radar.
Cramer emphasized that during the 1990s, as Squawk Box was establishing itself, many Americans were just beginning to realize the potential of owning shares in individual companies. He recalled that this period marked a shift in how people approached investing, recognizing that real wealth could be built not just through mutual funds or diversified portfolios, but by choosing the right single stocks. However, he also expressed disappointment that this mindset seemed to fade over time. Despite that, Cramer now sees a turning point. He added:
“I think enough time has passed that we can recognize that with stocks like an Oracle or NVIDIA or Palantir and so many others, we should be talking about single stock reward because it’s back and people are making fortunes, and you’re maybe missing the boat.”
Our Methodology
For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on September 10. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Jim Cramer Shared Insights on These 12 Stocks
12. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders: 88
The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer shared insights on. Cramer said the stock is not “weak enough,” as he commented:
“I didn’t include Procter & Gamble and Johnson & Johnson, both amazing companies, but their stocks, while weaker today, they’re not weak enough. They’re still way too high.”
The Procter & Gamble Company (NYSE:PG) markets a wide range of branded consumer goods, including beauty, grooming, health care, fabric and home care, and baby, feminine, and family care. Cramer discussed the company in a July episode. He said:
“Sometimes you get these days where it feels like the market has returned to some semblance of what you’re used to when things get shaky. I mean, these are the days when… Procter & Gamble has a big run… I think you’d be coming in a little too early at this point in the rotation. My guess is that there’ll be maybe two or even maybe three days where interest rates are lower. This was day one, and you have to wait as the food and drug analysts come out from under the table and start bragging loudly about their flock and about how it’s time to buy. That’s what those guys always do. See, I can see where Procter & Gamble could have another good day, maybe even two, based on the weaker dollar. What analysts could resist a price target boost there?”
11. Colgate-Palmolive Company (NYSE:CL)
Number of Hedge Fund Holders: 59
Colgate-Palmolive Company (NYSE:CL) is one of the stocks Jim Cramer shared insights on. Cramer noted that it is “rare” that he sees the stock at this low level. He said:
“Or how about Colgate-Palmolive, often considered one of the premier consumer packaged goods companies? You can buy that stock now at the 52-week low and ride that 2.5% yield. It is so rare that I see that stock go this low.”
Colgate-Palmolive Company (NYSE:CL) produces consumer goods across oral care, personal care, home care, and pet nutrition. Cramer mentioned the stock in an August episode. He remarked:
“The best one in the group, by the way, is Kimberly. Mike Hsu did an amazing job. Kimberly is the right one. Now I will say this, I thought the Colgate quarter was darn good. I like the Hill’s. I think Total’s doing amazingly well. I don’t understand why it’s acting the worst of all of them. Maybe it’s because of the high multiple, but I would not abort. I would not leave Colgate right here. I just can’t. But boy, that’s, that’s it. Noel Wallace, come on the show. I know you don’t like media, but you know this is the right place to go.”
10. Kimberly-Clark Corporation (NASDAQ:KMB)
Number of Hedge Fund Holders: 42
Kimberly-Clark Corporation (NASDAQ:KMB) is one of the stocks Jim Cramer shared insights on. Cramer said that the company is in the middle of a turnaround, as he stated:
“Again, these are not really the growth stocks that I’m referring to. I’m talking about a company in the midst of a terrific turnaround, like Kimberly-Clark, also, within your 4% yield. Household brands, I like that. I like the restructuring that CEO Michael Hsu is engineering, even though he’s getting almost no, no, he’s getting no credit for it at this point.”
Kimberly-Clark Corporation (NASDAQ:KMB) manufactures and markets personal care and tissue products. Its portfolio includes baby care, feminine care, adult incontinence, household paper goods, and professional hygiene solutions. Cramer talked about the stock in a June episode. He said:
“Then there’s Kimberly-Clark. Today, it took decisive action to cut its exposure in one of the most difficult businesses, its global Kleenex and tissue division, by selling 51% of the business to the Brazilian supplier, Suzano, for $1.73 billion. I like this. Kimberly-Clark gets out of a cyclical business that has not great margins and its far more proprietary business, especially diapers, get to shine.
I thought it was one more attempt by the gutsy CEO, Michael Hsu, to reinvent this company as a consistent grower, much more like Procter & Gamble. I figured the stock could rally a couple of bucks from the news. It was that creative of a deal. Nah, the stock got crushed. It is down more than 2%, crazy town.”
9. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 156
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer shared insights on. Cramer called the stock a buy along with Amazon, as he commented:
“More important, when I survey today’s landscape, I am struck by the vicious declines in some classic growth stocks. And look, and I’m not just talking about Amazon or Apple, both of which I think are buys, with the latter having introduced a new iPhone model. Apple… usually, it sells off on these announcements like it did this time. But if you bought the stock right after the last five iPhone iterations rolled out, guess what? You are up an average of 13% just 12 months later. That’s… nice timeframe.”
Apple Inc. (NASDAQ:AAPL) produces smartphones, computers, tablets, wearables, and accessories while providing cloud services, AppleCare, and digital content through the App Store. The company’s offerings also include subscription platforms, financial services, and payment solutions such as Apple Music, Apple TV+, Apple Arcade, Apple Card, and Apple Pay.
8. PepsiCo, Inc. (NASDAQ:PEP)
Number of Hedge Fund Holders: 68
PepsiCo, Inc. (NASDAQ:PEP) is one of the stocks Jim Cramer shared insights on. Cramer called it a “premier growth company” and said:
“I know PepsiCo’s never going to be up 100 points in one day, but if you’re building a diversified portfolio of mostly growth stocks, as you should, you can do a lot worse than owning a premier growth company like PepsiCo. And by the way, it still is a premier growth company. Why PepsiCo? First and most cogent, Elliott Management just took a $4 billion stake in PEP. And this activist hedge fund wants change… You got a $142 stock here that traded at 196 two and a half years ago, and it now, because it’s fallen so much, yields almost 4%.
Do you know it used to trade at a premium to Coca-Cola, the most revered consumer packaged goods stock? Now it trades at a big discount. Why can’t it go back to a premium someday?… You buy a stock like PepsiCo, you let that dividend compound over time, and you’re going to make a ton of money. Sure, it won’t be immediate, but you’re buying the stock at what amounts to be a historic discount with lots of levers to pull, and they will be pulled as long as Elliott’s in there pulling with you.”
PepsiCo, Inc. (NASDAQ:PEP) produces and markets beverages and convenient foods and provides snacks, cereals, dairy, and drinks.
7. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holders: 104
Vertiv Holdings Co (NYSE:VRT) is one of the stocks Jim Cramer shared insights on. A caller asked for Cramer’s thoughts on the stock, and he stated:
“When Jeff Marks and I were going over what we want to take out of our bullpen, what do we want to add to the bullpen? Vertiv. Why? Because when you see those data center numbers like we saw from Oracle, that is a check to Vertiv, and Vertiv does a lot of the private label making of the air conditioner for all these other companies you hear about. That’s the one I think is in the bullpen…”
Vertiv Holdings Co (NYSE:VRT) provides digital infrastructure technologies and lifecycle services for data centers, networks, and industrial environments. The company offers power management, thermal systems, modular solutions, and monitoring software. Cramer talked about the company in a July episode. He said:
“Well, we spent a lot of time today, Jeff Marks and I, and Ben Stoto, talking about how really significant that Amazon note is. Now, I happen to think Vertiv’s a fabulous company, and I believe that you’re getting a chance to buy it again… Look, Amazon makes a lot of very, very good products. They do it themselves, but I think that right now, Vertiv is really hard… Jensen Huang, by the way, went to the White House today, and you know what? I bet you, the president didn’t trash that guy. No, I bet you he congratulated him.”
6. Intuitive Surgical, Inc. (NASDAQ:ISRG)
Number of Hedge Fund Holders: 107
Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the stocks Jim Cramer shared insights on. Inquiring if the stock is still “best in class”, a caller asked if they can load up on it. Cramer said:
“Do you know that Jeff and I had a discussion today at the club, and I had this in the bullpen, and it’s come down and I don’t have, I don’t have the willpower to pull it because the last quarter wasn’t that good. We are refreshing the bullpen. Next week, we’ve got a big club meeting and you’ll hear what we’re talking about, but I’m not going to pull the trigger on ISRG, and I have liked it a very long time.”
Intuitive Surgical, Inc. (NASDAQ:ISRG) develops robotic-assisted surgical systems and related technologies. The company also provides instruments, digital tools, and support services that advance minimally invasive care. In an August episode, Cramer said that he likes the company and said:
“I can’t believe that ISRG is getting hit like this. I like that company so much. I’m not going to, I don’t want to go out on a limb and say buy it. I would say you can buy small. It just doesn’t act well enough. But boy, it’s a good company.”
5. Phillips 66 (NYSE:PSX)
Number of Hedge Fund Holders: 47
Phillips 66 (NYSE:PSX) is one of the stocks Jim Cramer shared insights on. During the lightning round of the episode, a caller inquired about the stock, and Cramer commented:
“Well, you know what? This is the right time. Mark Lashier runs the company. This is the right time to buy the stock. This is when, you buy it when oil’s going down. I like the spread. I think you’ve got a good idea. Let’s pull the trigger.”
Phillips 66 (NYSE:PSX) is an energy manufacturing and logistics company engaged in refining, chemicals, midstream operations, marketing, and renewable fuels. In a May episode, Cramer said that he “would be a buyer” of the stock. He stated:
“Alright, let’s just view it as an investment situation. It’s got a 4.4% yield. We’re running short of refiners. I think that the stock has been overly punished. It’s been going down as if it’s an oil stock. It is not an oil stock, it’s a refiner, and I would be a buyer of PSX, and I’ve been waiting to say that for some time, but it’s down enough that I think it’s time.”
The stock is up nearly 23% since the above comment.
4. Cintas Corporation (NASDAQ:CTAS)
Number of Hedge Fund Holders: 57
Cintas Corporation (NASDAQ:CTAS) is one of the stocks Jim Cramer shared insights on. A caller asked Cramer for his view on the stock, noting it is down roughly 10% this month despite strong multi-year growth, high earnings, and a high price-to-earnings ratio. He remarked:
“People feel that there’s a slowdown going on. People feel that there’s going to, that, there’s one of those moments where there’s not a lot of hiring. That’s when you want to buy Cintas. Not when it’s flying high, but when it’s under the radar. I think you buy some here, then you wait for the quarter. If the quarter’s disappointing, you buy more. Why? Because this is a great long-term hold. That’s why.”
Cintas Corporation (NASDAQ:CTAS) provides uniforms, facility services, and related business solutions, along with first aid, safety, and fire protection products. Cramer discussed the stock in a June episode. He commented:
“What else made the list yesterday? Cintas is not necessarily considered a subscription business. Hey, but their standard contract is five years for you to bring your company uniforms, first aid products, along with fire protection and safety gear. Sure, the stock typically goes down if we, you think we’re headed for a slowdown, but Cintas can’t join the new high list without robust blue-collar hiring. The fact that it’s up here is a terrific sign, actually, for the broader economy.”
3. Tandem Diabetes Care, Inc. (NASDAQ:TNDM)
Number of Hedge Fund Holders: 34
Tandem Diabetes Care, Inc. (NASDAQ:TNDM) is one of the stocks Jim Cramer shared insights on. Inquiring about the stock during the lightning round, a caller expressed that their son and grandson use products made by the company. Here’s what Cramer had to say in response:
“Alright, so… this is one of those, this is really difficult because I want to go with them, and the reason I want to go with them is they’re young. If they made a mistake, they got their whole life ahead of them. They’ve had the personal use of it. I looked at the company and said, jeez, I don’t like the fact that they keep losing money, but you know what? Let’s go with them and see what happens. Speculative stock for younger people, I actually encourage.”
Tandem Diabetes Care, Inc. (NASDAQ:TNDM) develops insulin delivery systems and digital health tools, infusion sets, cartridges, and platforms to support diabetes management.
2. Chipotle Mexican Grill, Inc. (NYSE:CMG)
Number of Hedge Fund Holders: 68
Chipotle Mexican Grill, Inc. (NYSE:CMG) is one of the stocks Jim Cramer shared insights on. A caller asked if it was a good idea to hold the stock or get rid of it. In response, Cramer remarked:
“Oh boy, alright. There’s a lot of fundamental stories going on in the restaurant industry that is making it so it’s hard to buy any of these, and a lot has to do with the price of beef. I keep thinking that cattle is going to break down. That is a big cost that they have, and you know what? I thought it was going to break. I talked to my friend Carley Garner; she felt that it’s going to break, but what happened? This thing, which goes into so much of Chipotle’s food, is just no quit. So until cattle really breaks, I’m going to have to say, let’s just keep it on the radar screen.”
Chipotle Mexican Grill, Inc. (NYSE:CMG) operates a chain of restaurants serving burritos, tacos, bowls, salads, and related menu items.
1. Tapestry, Inc. (NYSE:TPR)
Number of Hedge Fund Holders: 67
Tapestry, Inc. (NYSE:TPR) is one of the stocks Jim Cramer shared insights on. When a caller asked about the stock, Cramer commented:
“I think they’re very much in charge of their own destiny. I like it. I like Ralph Lauren more, but I saw my great friend Sara Eisen interview the CEO of Tapestry. They do tell a terrific story, and I’m very proud of the work that she’s doing…. That was a great interview about Tapestry.”
Tapestry, Inc. (NYSE:TPR) markets fashion and lifestyle products, including handbags, footwear, apparel, jewelry, and accessories under the Coach, Kate Spade, and Stuart Weitzman brands. Cramer discussed the stock in a July episode and said:
“Late last year, the Biden administration’s Federal Trade Commission blocked yet another merger, Tapestry’s $8.5 billion acquisition of Capri Holdings… Despite all the tariff uncertainty, Tapestry was able to raise its sales and earnings guidance. What’s driving the strength? Now, a lot of it’s because the Coach brand keeps getting better and better… Now, why is Coach winning? I think this is another example of what we have seen in the consumer discretionary space for a while now. Consumers want value, not necessarily absolute value, but relative value. They want high-quality goods at reasonable prices…
… The way I see it, even with the once red-hot Kate Spade doing terribly right now, Tapestry’s been putting up great numbers, so if they can turn around Kate Spade, that would be pure upside. In the end, giving up on the Capri Holdings acquisition turned out to be a brilliant move for Tapestry. Rather than buying a bunch of struggling brands, they made a much better investment in their own stock, sold off the unexciting Stuart Weitzman business, and have turned their core Coach brand into a powerhouse.
When your competitors are in bad shape, you don’t try to take them over, you just eat them alive, which is what Coach has been doing to Michael Kors… Given the stock’s incredible performance since last October, obviously the expectations here are high… I don’t think the stock is crazy expensive here, trading at just under 22 times this year’s earnings estimate, 18% earnings growth business looks good.
But considering that the stock’s up 69% for the year, this quarter, I’m calling it inherently risky. Here’s the bottom line: Ideally, I want Tapestry to report a good quarter that doesn’t quite satisfy the shareholder base, causing a sell-off that allows you to buy this stock at a lower price. But if you like the story, you got my blessing to put on a small position before the quarter because from my perspective, Tapestry’s management knows exactly what they’re doing and they’re doing it well.”
While we acknowledge the potential of Tapestry, Inc. (NYSE:TPR) 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 TPR and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
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