In this article, we will look at Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. The host of CNBC’s Mad Money on Thursday encouraged investors to remain patient with technology giants that have been underperforming rather than giving up on them.
There’s a reason that so many of us in this business love to talk about the biggest companies on Earth, but we need to stop making endless comparisons among them just because they’re all colossal in size and many of you own them… I think we need to accept an old adage that my grandma Mary always told me: comparisons are odious, especially comparisons involving the trillion-dollar giants that dominate the daily discussion of the stock market. Why? Because comparisons are only useful when the companies really have something in common beyond their scale. And often they’re considered to be carbon copies of each other, and that’s just not true.
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Cramer also said that at some point, one of these companies will announce on an earnings conference call that AI products have become a reason for raising financial guidance. He said that when that happens, the news will spark a powerful rally across the entire group of large technology companies. He added that the move could be so significant that investors who stayed on the sidelines would regret missing the opportunity.
How do I know this? Because unfortunately, they all trade together. Right now, we’re in a sink one, sink them all situation. But the bottom line: We get one, just one, of these heavy hitters saying its AI business is now profitable, then you can forget about owning a commodity semiconductor stock. Instead, you’ll go for the hyperscaler that’s spewing so much cash flow that it won’t even know what to do with the money. And you’ll be left holding commodity companies that can’t hold a candle to any of these giants, even if they are decidedly not from one big happy family.
Our Methodology
For this article, we compiled a list of 17 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on July 9. We present the stocks in the reverse order in which Cramer mentioned them.
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Jim Cramer’s 17 Stock Calls Like PepsiCo, CVS, and Advice to Stick with Large Tech
17. National HealthCare Corporation (NYSE:NHC)
National HealthCare Corporation (NYSE:NHC) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer mentioned the stock during the episode and stated:
Last but not least, there’s National HealthCare Corp. Take a look at the daily chart. This is another operator of senior housing that’s been putting up good numbers. Fitzpatrick points out that National HealthCare has a reliable repeating pattern where the stock pulls back to the 50-day moving average and then institutional buyers snap it up… If the stock gets too far above the 50-day moving average, these institutionals seem to close up shop and wait for a better entry point.
We’ve seen the same pattern seven times over the past year. Now, in Fitzpatrick’s view, this kind of pattern needs periodic rest before it can trigger another rally. He points out that National HealthCare’s experienced a series of flat tops that ultimately led to next buying opportunity, as the floor of support at the 50-day, this is another one, it’s the 50-day moving average gradually catches up with the share price. At this point, he thinks the stock’s moving up to another level, but it won’t be too long before we get another shallow pullback that could make for an excellent entry point.
National HealthCare Corporation (NYSE:NHC) manages senior living, skilled nursing, homecare, and hospital facilities that provide medical care, rehabilitation, and daily living assistance. Additionally, it runs pharmacies, offers behavioral health treatments, and provides business management services.
16. The Pennant Group, Inc. (NASDAQ:PNTG)
The Pennant Group, Inc. (NASDAQ:PNTG) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer highlighted the company’s use of AI, as he said:
Next, let’s talk about senior housing operators like Pennant Group and National HealthCare Corp. Check out the weekly chart of Pennant, oh man. As an operator of senior living communities, the biggest expense isn’t buildings; it’s people, okay? That’s why Pennant has been embracing artificial intelligence to make its employees more efficient and basically do more with less. Fitzpatrick noticed that Pennant peaked at around $36 in late 2024 before pulling back 40%.
Since then, though, the stock has repeatedly found buyers at the $22 level… Over the next 20 months, Pennant trated sideways, forming a round base that looks like a bowl. I love bowl patterns. Basically, every time the stock comes down, institutional money managers would step up and basically prop it back up, and they never stopped buying the stock. Finally, just a couple weeks ago, all that supply below 37, well, it was soaked up.
So that same institutional buying pushed Pennant higher and higher. Now, they’re running it up on high volume at this point… At the end, the stock’s broken out above its key ceiling and resistance at 37. Today, it crossed above 40. And based on the depth of the action here, I gotta tell you something, this thing can sail to $55, I agree with Fitzpatrick, before the end of the year. That would be a very nice move. You want to be in on that move. I don’t see much resistance at all.
The Pennant Group, Inc. (NASDAQ:PNTG) operates agencies that deliver clinical nursing, specialized therapies, and compassionate hospice care for terminally ill patients. Moreover, the company manages senior living communities that provide older adults with residential housing, meals, housekeeping, and daily living assistance.
