Jim Cramer’s Game Plan: 19 Stocks in Focus

Page 1 of 18

Jim Cramer, the host of Mad Money, on Friday laid out what investors should be paying attention to on Wall Street in the week.

I don’t usually start the game plan on Wednesday, but that’s when we get the employment report this time, and it’s kind of screwed up because of the government shutdown. From the various job inputs we’ve seen, it looks like we’ll have some real weakness. I like to take my cue from the stocks and the endless rallies in recession-proof names like PepsiCo or Procter & Gamble, or J&J, [or] Merck suggest maybe the economy’s not that hot. Honestly, interest rates have been creeping up, so we actually do need a weak labor report for the stock market to keep going higher. A weak labor report would give the Federal Reserve later this year, not now, I’m not counting on any cuts from the outgoing chief Jay Powell, more wiggle room to cut rates, something that would be a huge positive for housing, autos, and the construction sector, all of which are still hurting.

READ ALSO: Jim Cramer Looked At These 7 Stocks Recently and Jim Cramer Highlighted 16 Noteworthy S&P 500 Stocks.

Cramer called the week an extraordinary one, as he pointed out that the Dow Jones Industrial Average crossed 50,000. He recalled that the Dow was around 1,000 when he first walked down the same street 44 years ago. He added that a great deal of wealth has been created over that span, but only for investors who stayed persistent and patient.

Here’s the bottom line: There’s a lot going on next week, but the most important thing is, believe it or not, the Labor Department’s nonfarm payroll report on Wednesday. If that comes in soft, it means the Fed can keep cutting rates, and that’s great news for the stock market itself.

Jim Cramer’s Game Plan: 19 Stocks in Focus

Our Methodology

For this article, we compiled a list of 19 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on February 6. 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’s Game Plan: 19 Stocks in Focus

19. Moderna, Inc. (NASDAQ:MRNA)

Number of Hedge Fund Holders: 42

Moderna, Inc. (NASDAQ:MRNA) is one of the stocks in focus on Jim Cramer’s game plan. Cramer finished his game plan with the stock, as he commented:

Finally, Friday, we’re going to hear from Moderna, one of the hottest stocks in the market this year, as people are buzzing about their personal cancer vaccines. All I can say is I hope they happen because you know what? We’ve been expecting these for, well, how about since the time it came public seven years ago?

Moderna, Inc. (NASDAQ:MRNA) makes mRNA medicines and vaccines to protect against illnesses like the flu, COVID-19, and some other viruses. The company also works on treatments for cancer and rare diseases. During the February 2 episode, Cramer mentioned the company, highlighting it as the second-best S&P performer for January. He stated:

Next, let’s go back to the second-best performer in the S&P for January, and that’s Moderna. That was up nearly 50%, and this was… a wild ride. After practically printing money during the pandemic thanks to its COVID vaccine, Moderna plunged 95% from its peak in 2021 to its lows last November, really gaffed a lot of people. But over the past couple of months, the stock’s found new life, nearly doubling from its lows. Now, the move started after a very positive investor day event in November, where Moderna said it would return to revenue growth in 2026 for the first time since 2021. Big deal.

I also think that Wall Street has seen what Health and Human Services Secretary, RFK Jr., wants to do to the vaccine industry, and maybe it’s just not as frightening as people thought. And Moderna might finally deliver those personalized cancer vaccines that they told me about a very long time ago. That said, Moderna remains deeply unprofitable. It’s likely to remain that way for years to come. Even though the stock’s on the mend, there are many pharma and biotech names that I like better. I’ve been looking at Regeneron over the weekend. That’s really made a nice comeback.

18. Agnico Eagle Mines Limited (NYSE:AEM)

Number of Hedge Fund Holders: 57

Agnico Eagle Mines Limited (NYSE:AEM) is one of the stocks in focus on Jim Cramer’s game plan. Cramer commented that the company reflects “all the good in the world,” as he said:

Then there are two contrasting storied stocks that make terrific bookends for this segment, DraftKings and Agnico Eagle… Agnico Eagle, on the other hand, reflects all the good in the world and then some as the second-largest gold miner on earth. This gold stock is so shiny, you need sunglasses just to look at it. Here’s my advice: if you don’t own any gold, bite the bullet and get some of this stock in, then wait for it to pull back. It will, but always own some gold, especially after we saw that Bitcoin isn’t worth its weight in the precious metal, or perhaps maybe even anything.

Agnico Eagle Mines Limited (NYSE:AEM) is a gold mining company that explores for and produces precious metals, including gold, silver, zinc, and copper. Cramer discussed the company during the January 28 episode, as he commented:

So listen to me first about gold… We just don’t have enough of it. You think that with all the miners out there, the supply of gold will grow 2, 3, or 4% a year, right? Nope. The miners only grow the supply by 1%. They don’t call it precious for nothing. Plus, most of the gold is in places that are, let’s just say, not so great for doing business. I like Agnico Eagle, they were on the other night, second largest gold miner, because almost all of their gold is in Canada, a normal developed country. Now that gold has broken out above $5,400 an ounce, and I’m telling you, it is not done yet… Both Agnico Eagle and Barrack were up huge today. I would keep the gold. I’m a gold bug from way back.

Page 1 of 18