In this piece, we will look at the stocks Jim Cramer recently discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the trade negotiations between the US and its trading partners including Europe and China. The CNBC host bemoaned misinformation floating around the trade talks and commented that the US might find regions or avenues to replace its dependence on China’s supply chain. He remarked that one alternative could be Mexico, but wondered if the government had a game plan when approaching China regarding the alternatives. Cramer commented:
“There was a lot of misinformation, I’ve seen it even in an interview this morning here, they were giving stuff to Germany and Japan. There was absolutely just a total stranglehold on the US. Let’s not forget that. It was not done in a way that was in a vacuum where everybody was hurt. Second, there has to be some sort of way during this period where we develop something that will take their place. Mexico could be the way to do it. It is just shocking to me that we didn’t have a game plan. No game plan. So the final thing I say is David, uh, there may be a deal. And there may be students involved. But we don’t know what there’s going to involved with semiconductors.”
Cramer also commented on America competing with Europe and President Trump:
“Look, all I want is us to be as good as the European countries. And I think the President, uniquely, must be saying, are you kidding me, Spain? We can be every bit as good as Spain.”
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 11th.
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).
12. The J. M. Smucker Company (NYSE:SJM)
Number of Hedge Fund Holders In Q1 2025: 37
The J. M. Smucker Company (NYSE:SJM) is one of America’s largest food products companies known for its well-known brands such as Folgers and Dunkin. The stock has bled 14% year-to-date primarily on the back of an unbelievable 15.6% share price drop in June. The J. M. Smucker Company (NYSE:SJM)’s shares tanked after the firm’s midpoint annual earnings per share guidance of $9 missed average analyst estimates of $10.23 by a wide margin. During the call, the firm’s management warned that its green coffee supply could be impacted by tariffs and added that it expects to continuously face demand and inflationary pressures. The J. M. Smucker Company (NYSE:SJM)’s quarterly revenue of $2.14 billion also missed analyst estimates of $2.19 billion. Cramer was shaken by the results:
“But the Smucker disaster yesterday was jarring. Including the gigantic charge they took on Hostess Twinkies. Mark Smucker should not have bought that.”
Ahead of the earnings, Cramer warned that The J. M. Smucker Company (NYSE:SJM) was going “nowhere”:
“But let’s look at the other way. Let’s talk about what old folks were interested in. There’s a company called J.M. Smucker. It makes coffee jams and pet food, Uncrustables, Twinkies. It’s covered by 15 different firms… It’s real. We’ve all bought their stuff. Two years ago, right at the time that the GLP-1 drugs came of age and we went nuts for the weight loss shots, J.M. Smucker didn’t seem to notice. They ran into the fire, they bought Hostess, that’s right, Hostess, maker of Twinkies, for $5.6 billion in November of 2023. Today, they took a $980 million impairment charge for that transaction. I doubt that’ll be the last one, as Twinkies and Ho Hos may not turn very well. Let’s just say they’re going nowhere. They also took a big hit from tariffs and higher coffee costs. Smucker’s talking about a 20% boost in coffee prices. That’s not going to help demand. In the wake of the news, the stock plunged more than 15%. Nearly every analyst who covers it had tough things to say about the business, all major firms.”
11. Cisco Systems, Inc. (NASDAQ:CSCO)
Number of Hedge Fund Holders In Q1 2025: 82
Cisco Systems, Inc. (NASDAQ:CSCO) is one of the largest networking and communications products companies in the world. In today’s era of AI-driven stock market returns, the firm’s shares have gained 8.4% year-to-date despite a 13% drop after the Liberation Day tariff announcement in April. Cisco Systems, Inc. (NASDAQ:CSCO)’s shares gained 5% in mid-May after the firm’s fiscal 2025 midpoint revenue and earnings guidance of $56.6 billion and $3.78 surpassed previous estimates. The revenue guidance also beat analyst estimates of $56.5 billion. In his earlier remarks about Cisco Systems, Inc. (NASDAQ:CSCO), Cramer outlined that he preferred the firm over rival Arista Networks. Here are his latest thoughts:
“Last night I spoke with Chuck Robbins. He is positioning himself as being now the backbone of the internet with AI. It reminded me very much about John Chambers being the backbone of the internet. He began to get Cisco having its big move. But you also know David, remember the customers. The customers of Cisco, the telcos, its got a little telco feel to it. I think.
“Now I’m putting it as the cheapest AI story there is. It’s a combination of Splunk and the traditional Cisco.
“See what’s interesting Carl, in the old days there would be 15 companies that followed Cisco and they all raised numbers on this. Now it’s not like that because Cisco’s large cap. And people want to know, should I take a shot at GitLab, down here. Is it time to by DataDog? This may be the moment for Oklo. David, I don’t know.”
Cramer has also previously commented on Cisco Systems, Inc. (NASDAQ:CSCO)’s partnership with NVIDIA:
“People are talking about NVIDIA. And there is a nice deal this morning with Cisco. I think it’s actually much more important than people realize. Cisco’s the first to qualify. It’s going to be a real partnership. And that uh Chuck Robbins working closely with Jensen. But there is an overwhelming sense that this market keys on NVIDIA at a moment when we have no idea what the federal government’s gonna do to NVIDIA.”