Jim Cramer’s 5 Stock Calls: IBM, GEV, and Speculation Warning

In this article, we will look at Jim Cramer’s 5 Stock Calls: IBM, GEV, and Speculation Warning. Please visit Jim Cramer’s 21 Stock Calls: NVDA, AMD, and Speculation Warning, if you’d like to see the extended list and methodology behind it.

5. Honeywell International Inc. (NASDAQ:HON)

Honeywell International Inc. (NASDAQ:HON) was among Jim Cramer’s stock calls, as he discussed the rising market speculation. Discussing quantum stocks worth owning, Cramer mentioned the company and said:

How about the quantum stocks? I believe that one day, quantum computing will be very important, but today is not that day. Right now, the publicly traded companies are just science projects. They all talk a big game. But again, the only viable quantum businesses belong to Google, IBM, and Honeywell… Honeywell’s spinning off its quantum business, known as Quantinuum, later this year. It owns 54% of it… but it’s still, it’s a very valuable asset.

Honeywell International Inc. (NASDAQ:HON) develops and sells technologies and solutions across aerospace, industrial automation, building management, and energy and sustainability.

4. International Business Machines Corporation (NYSE:IBM)

International Business Machines Corporation (NYSE:IBM) was among Jim Cramer’s stock calls, as he discussed the rising market speculation. The stock was mentioned during the episode, and Mad Money’s host said:

How about the quantum stocks? I believe that one day, quantum computing will be very important, but today is not that day. Right now, the publicly traded companies are just science projects. They all talk a big game. But again, the only viable quantum businesses belong to Google, IBM, and Honeywell. I own Google for the Charitable Trust. I also think IBM’s a terrific buy here.

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. On April 8, Cramer commented:

IBM’s a bit of mystery, too. The last quarter, okay, so it was tad suspect, but I think the buy on this mild pullback is the right thing to do.

3. GE Vernova Inc. (NYSE:GEV)

GE Vernova Inc. (NYSE:GEV) was among Jim Cramer’s stock calls, as he discussed the rising market speculation. Talking about the interest in nuclear stocks, Cramer mentioned it as a credible company, and said:

I love nuclear power, but even with a more favorable regulatory environment, it’s just not a great business. Building nuclear plans costs too much, and by the way, it takes way too long… Look, I’m not dismissing nuclear power. If you want clean energy, it is your best solution. I’m just saying that because of its complexity, you need to go with bigger companies that aren’t going to go bankrupt during the construction…

I also like GE Vernova as well. That’s the power plant maker, which is building a small form nuclear reactor in Ontario, and it’s also partners in building a nuclear reactor plant for the Tennessee Valley Authority. GE Vernova is a terrific company, and we talked about that today at our monthly CNBC Investing Club meeting. We’re comfortable with the numbers and the timeframe.

GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies.

2. Constellation Energy Corporation (NASDAQ:CEG)

Constellation Energy Corporation (NASDAQ:CEG) was among Jim Cramer’s stock calls, as he discussed the rising market speculation. Cramer said that the “company knows nukes” and commented:

I love nuclear power, but even with a more favorable regulatory environment, it’s just not a great business. Building nuclear plans costs too much, and by the way, it takes way too long… Look, I’m not dismissing nuclear power. If you want clean energy, it is your best solution. I’m just saying that because of its complexity, you need to go with bigger companies that aren’t going to go bankrupt during the construction… I also like Constellation Energy, which is trying to restart Three Mile Island. The company knows nukes, has a bunch of nukes in its fleet, and I think represents decent value at these levels.

Constellation Energy Corporation (NASDAQ:CEG) produces and supplies electricity, natural gas, and sustainable energy solutions through nuclear, wind, solar, natural gas, and hydro assets.

1. Vistra Corp. (NYSE:VST)  

Vistra Corp. (NYSE:VST) was among Jim Cramer’s stock calls, as he discussed the rising market speculation. Cramer noted the company’s nuclear exposure and said:

I love nuclear power, but even with a more favorable regulatory environment, it’s just not a great business. Building nuclear plants costs too much, and by the way, it takes way too long… Look, I’m not dismissing nuclear power. If you want clean energy, it is your best solution. I’m just saying that because of its complexity, you need to go with bigger companies that aren’t going to go bankrupt during the construction. The other night, the stock screen we ran looking for discounted growth names served us Vistra. That’s a very good independent power producer with plenty of nuclear exposure. I’d buy it.

Vistra Corp. (NYSE:VST) is an integrated energy provider that produces electricity and sells power and natural gas to millions of homes and businesses. The company manages a portfolio of nuclear, solar, and natural gas facilities and oversees fuel logistics and the decommissioning of old plants.

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