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.
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.
17. DraftKings Inc. (NASDAQ:DKNG)
Number of Hedge Fund Holders: 68
DraftKings Inc. (NASDAQ:DKNG) is one of the stocks in focus on Jim Cramer’s game plan. Cramer noted that the stock is “so low now,” as he stated:
Then there are two contrasting storied stocks that make terrific bookends for this segment, DraftKings and Agnico Eagle. DraftKings is stymied by a lack of consolidation in an industry that needs California, Florida, and Texas to change their minds and allow gambling. I’m beginning to believe that unless they find new people who can help them open accounts, the stock might falter. It’s so low now, though, that it reflects no good and a whole lot of bad.
DraftKings Inc. (NASDAQ:DKNG) is a digital sports entertainment and gaming company that provides online sports betting, daily fantasy sports, and iGaming products such as blackjack, roulette, and slots. A caller asked about the stock during the January 28 episode, and Cramer responded:
Okay, I like DraftKings, but I’ve decided, you know what, without Florida, without Texas, without California gambling, it’s just going to be like, I don’t know, it’s in the wilderness. I don’t know. I want it out of the wilderness. It’s not an expensive stock. Or maybe we need a lot of consolidation. That could do it.
16. Coinbase Global, Inc. (NASDAQ:COIN)
Number of Hedge Fund Holders: 73
Coinbase Global, Inc. (NASDAQ:COIN) is one of the stocks in focus on Jim Cramer’s game plan. Cramer showed a bearish sentiment toward the stock, as he remarked:
I mentioned how Robinhood may just be a proxy for Bitcoin just now. What does that say about Coinbase now that the major cryptocurrencies are everywhere? I gotta tell you, I don’t want to touch this one.
Coinbase Global, Inc. (NASDAQ:COIN) provides a platform for buying, selling, and managing crypto assets. During the episode aired on December 2, 2025, a caller asked for Cramer’s advice on the stock, and he replied:
Okay, Coinbase is deeply linked to the price of Bitcoin. It’s one of the many stocks that I talk about that frankly is just completely… linked and all those other stuff. I think Bitcoin’s bouncing probably to 97 to 98,000. And you know what? I think you should scale out of that thing on the way up. You just had a nice gain in the last six, you know, look, it’s not, it’s been up 6%. Sell it on the way up. There are other better stocks to own, like Goldman Sachs, which my trust owns, and I think it’s [in] a lot better shape.
15. FedEx Corporation (NYSE:FDX)
Number of Hedge Fund Holders: 60
FedEx Corporation (NYSE:FDX) is one of the stocks in focus on Jim Cramer’s game plan. Cramer praised the company’s CEO during the episode, as he commented:
Plenty of earnings Thursday, but I want to start with what could be an explosive analyst meeting from Federal Express. Have you seen this thing run? CEO Raj Subramaniam is one of my heroes. He took the reins from the late founder Fred Smith, and he made him proud. What an extraordinary improvement in service while cutting out costs, billions of dollars. Not easily done.
FedEx Corporation (NYSE:FDX) provides transportation, shipping, and logistics services, e-commerce solutions, and supply chain management. Cramer highlighted the company’s freight spin-off during the January 16 episode, as he said:
… Just this morning, FedEx filed its Form-10 registration statement for its previously announced freight spinoff. Now, that starts trading independently at the beginning of June. This deserves a lot of attention, people… Let me just say that FedEx Freight could be a very compelling piece of paper if it gets spun off at a reasonable price. And by the way, they seem like very upbeat people.
14. AppLovin Corporation (NASDAQ:APP)
Number of Hedge Fund Holders: 110
AppLovin Corporation (NASDAQ:APP) is one of the stocks in focus on Jim Cramer’s game plan. Cramer highlighted the market’s change in sentiment toward the stock, as he commented:
You know what the market doesn’t like? How about AppLovin, which is a former market darling from the year of magical investing? Not so magical now that Google’s decided to crowd into that space.
AppLovin Corporation (NASDAQ:APP) provides a software platform that helps advertisers and app developers market and monetize their content. The company offers advertising solutions, analytics tools, connected TV services, and mobile games. Cramer highlighted Wall Street’s feelings toward the stock in light of AI during the February 2 episode, as he stated:
Before the break, I went over January’s 10 best-performing stocks in the S&P 500… But what were the worst performers in the S&P 500 in the first month of the year? Okay, most of these are enterprise software companies where investors are worried about AI displacement. These… used to be the hottest stocks in the world. Now, the worst performer, AppLovin was down nearly 30%. The former market darling got its start helping mobile game developers expand their reach, sell advertisements, though lately, it’s expanded into other areas like e-commerce advertising. Still, the core business is about ads for mobile games.
This stock had a real bad month, but it got hideous last Friday when it plunged 17% after Google announced a new AI platform called Project Genie. This thing lets you build immersive digital worlds with simple, plain language prompts. You can literally use it to make your own video games, say nothing of making ads for already existing mobile games. Anything connected to the gaming cohort got obliterated. Now, I think the sell-off was pretty, I thought it was exaggerated, but at the end of the day, Wall Street’s terrified that AI will eat AppLovin alive. So people simply aren’t willing to pay as much for the company’s earnings. A month ago, the stock was trading at more than 42 times forward earnings. Now, it’s trading at 32 times forward earnings, and the pain actually may not be over. I never want to compete against Google in this stuff. They are monstrous competitors. I don’t want to own the stock.
13. Cisco Systems, Inc. (NASDAQ:CSCO)
Number of Hedge Fund Holders: 74
Cisco Systems, Inc. (NASDAQ:CSCO) is one of the stocks in focus on Jim Cramer’s game plan. Cramer highlighted that the stock holds a significant position in the Charitable Trust, as he remarked:
Wednesday night, we find out how Cisco stock’s been been doing. The stock’s been soaring. I don’t know. We have to find out whether this is a company that has got less software, more hardware. In the old days, I used to hope it had more software and less hardware, but it’s still a sizeable position for the Charitable Trust.
Cisco Systems, Inc. (NASDAQ:CSCO) creates networking, security, and collaboration tools that help organizations stay connected and protected. During the January 14 episode, Cramer noted that the company “came late to the AI party,” as he said:
How about, and this one makes me so happy because it’s a Charitable Trust name, Cisco? Yes, the online networking play is a little different. Cisco spent years struggling to reinvent itself… and admittedly came late to the AI party. The stock didn’t really start running until the second half of 2024. Lately, though, Cisco’s gotten its act together, regularly picking off new clients from its competitors… Even though it took roughly 25 years for Cisco to regain its dot-com era highs. Wow. It was the largest cap stock at one point in the market. The company’s been putting up stellar numbers over the past few quarters. I think it’s finally found its place in the modern world. So what’s happening in the daily chart? Alright, after a strong performance in the first 11 months of last year… this stock got hammered in December, it was really kind of surprising, ultimately, filling in the gap from its big rally in November…
Now, though, Cisco’s started bouncing off its lows, and Lang thinks it’s ready to roar, although the stock has to break through its 50-day moving average first… Could happen. That’s almost two bucks from where it’s currently trading. Of course, the volume trends have been mediocre here, and the on-balance volume is just starting to turn higher after taking a real beating. Still needs to go higher, frankly. Okay, Lang notes that Cisco sold off hard in December on high volume, and that’s usually a real bad sign because volume is like a polygraph in this business. High volume means a move’s telling the truth. However, he thinks that the sell-off has come to an end. Thank heavens, man, because this has been a very tough time for me in the trust with some of my techs, and Cisco became part of it. MACD line is still flashing a sell signal, but Lang believes it’s bottomed.
Basically, he sees Cisco making a run at its downtrend line, and if we get a few good days, the bulls are poised to take control. He’s betting the $74 stock can change toward its old highs around $80 and then charge to, get this, $100. I sure hope he’s right. That’ll be later in the year. We already have a nice gain in trust. But I really am getting greedy. I want more points with CEO Chuck Robbins. Now, I’ve gotta tell you, I think that… [if] we had a little leveling off, I think you buy Cisco right here.
12. T-Mobile US, Inc. (NASDAQ:TMUS)
Number of Hedge Fund Holders: 81
T-Mobile US, Inc. (NASDAQ:TMUS) is one of the stocks in focus on Jim Cramer’s game plan. Cramer called it “one-time fan fave,” as he said:
Maybe we can find out what’s the matter with one-time fan fave T-Mobile, with a stock that’s fallen off K2. This thing acts, or at least it trades like it’s got slower growth than Verizon. How’s that possible? We get earnings and analyst presentation, and hopefully some answers.
T-Mobile US, Inc. (NASDAQ:TMUS) is a wireless voice, messaging, and data services company, and it also provides high-speed internet. A caller asked for Cramer’s advice on the stock during the episode aired on December 12, 2025. The Mad Money host replied:
T-Mobile’s being hurt by the Death Star that’s Elon Musk. And I have to tell you, I would be worried too. I think that his satellite, that gambit, can really hurt the margins of T-Mobile. I would love to be able to say, you know what? Right here, right here, call shot. But I can’t. I have to wait. It has not settled down yet. It’s still part of the Musk radiation zone.
11. McDonald’s Corporation (NYSE:MCD)
Number of Hedge Fund Holders: 83
McDonald’s Corporation (NYSE:MCD) is one of the stocks in focus on Jim Cramer’s game plan. Cramer highlighted probable good news for the company, as he commented:
Wednesday, we have some possible blowouts… Here’s another one that’s blessed, McDonald’s. Sure, they’ve been hurt by beef, it ain’t Wingstop, but the value proposition is back, and I think it works. By the way, the president’s just now cutting tariffs on… Argentinian beef. I think that could be positive for that and for Texas Roadhouse, by the way.
McDonald’s Corporation (NYSE:MCD) operates and franchises restaurants that provide burgers, chicken sandwiches, fries, beverages, and desserts. A caller expressed curiosity about the stock, regarding the stock price and the dividend with respect to commodities, during the December 1, 2025, episode. Cramer responded:
Okay, here’s how I think about that. There’s two ways I want to look at it. I don’t know if you’re, if you’re on the app of McDonald’s or you get the deals. Every day, they come at you with something that just is, just a doorbuster idea. Secondly, I think cattle’s peaked. I think it was, I think it was a generational high, and it’s coming down, and that to me says buy, buy, buy the stock of McDonald’s.
10. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holders: 102
Vertiv Holdings Co (NYSE: VRT) is one of the stocks in focus on Jim Cramer’s game plan. Cramer showed neutrality regarding the stock’s price action after its upcoming earnings, as he said:
Wednesday, we have some possible blowouts. Let’s start with Vertiv, which makes power and cooling equipment for the data center. Could be a monster quarter, but will anyone care? Depends on the mood of the day, I guess.
Vertiv Holdings Co (NYSE: VRT) designs, manufactures, and manages power and cooling systems for data centers and digital networks. The company also provides services to keep these systems running smoothly and efficiently. During the January 20 episode, a caller asked if NVIDIA’s newer chips would affect the company. Cramer replied:
No, my understanding is you’re still going to need Vertiv. You’re still going to need Vertiv, which has the Liebert… system that I don’t think they’re going to stay away… Vertiv is going to still be used… and we also think that Eaton’s going to be used. These are all part of this process of getting electricity… and cooling them. So I’m not backing away from any of those. However, understand… this market does not like the data center at this very moment, and all those I just mentioned are data center plays.
9. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holders: 77
Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the stocks in focus on Jim Cramer’s game plan. Cramer discussed the company in light of recent price movement in Bitcoin, as he commented:
After the close, Robinhood reports. People are starting to get unnerved by how closely aligned this stock is with the price of Bitcoin. Even after today’s dramatic rebound, Bitcoin still feels like it’s lost its luster. The precipitous decline of the cryptocurrency occurring at the same time as a weakening dollar calls into question whether it’s a real store hold of value or even a hedge against inflation. We know nothing. We used to think it could be a currency. That’s obviously not going to happen. It’s a great speculative asset, I guess, until it started plummeting. So Robinhood may be the repository of something that’s become toxic, and I think a lot less dependable.
Robinhood Markets, Inc. (NASDAQ:HOOD) operates a financial platform that allows users to trade stocks, ETFs, options, cryptocurrencies, and other assets. During the January 28 episode, a caller noted that they see the company’s stock as a product that people stick with rather than a stock, and Cramer responded:
And you’re right. And you’re right. Robinhood has captured that young cohort. It’s captured the minds and imagination of young people as I try to do. And I can tell you they are on Robinhood, and it is a buy.
8. S&P Global Inc. (NYSE:SPGI)
Number of Hedge Fund Holders: 110
S&P Global Inc. (NYSE:SPGI) is one of the stocks in focus on Jim Cramer’s game plan. Cramer highlighted how the stock is trading because of AI, as he commented:
On Tuesday, we’re back in heavy earnings rotation. We’ve got DuPont, Coca-Cola, CVS Health, AstraZeneca, Datadog, and S&P Global report… Next, we have the tales of powerful AI companies destroying little guys, and this time it’s Datadog and S&P Global… Meanwhile, somehow, the Street has decided that S&P Global isn’t worth as much as we thought, again, because of AI. Maybe the AI machines can design better indices, and you don’t have to pay S&P Global exorbitant fees to use them. I don’t buy it. But that’s how the stock has been trading… I don’t want to own this one either.
S&P Global Inc. (NYSE:SPGI) provides credit ratings, data benchmarks, and analytical tools for the finance, commodity, and automotive markets. The company offers investors and professionals the research and software needed to track market trends, evaluate risk, and manage investments.
7. Datadog, Inc. (NASDAQ:DDOG)
Number of Hedge Fund Holders: 72
Datadog, Inc. (NASDAQ:DDOG) is one of the stocks in focus on Jim Cramer’s game plan. Cramer called the stock “too expensive,” as he remarked:
On Tuesday, we’re back in heavy earnings rotation. We’ve got DuPont, Coca-Cola, CVS Health, AstraZeneca, Datadog, and S&P Global report… Next, we have the tales of powerful AI companies destroying little guys, and this time it’s Datadog and S&P Global. The Dog is the kind of software-as-a-service company that was once loved. Not anymore. Stock’s been nearly cut in half, but it still sells for less than 50 times earnings. But it’s too expensive in this environment. There are cheap enterprise software stocks, just not this one.
Datadog, Inc. (NASDAQ:DDOG) provides an observability and security platform that is designed to monitor cloud applications through infrastructure tracking, log management, and network analysis. A caller inquired about the stock during the January 15 episode, and Cramer replied:
We’re not, we’re going to stay away from these enterprise software companies. They seem to be almost in freefall, and I don’t need to break the fall.
6. AstraZeneca PLC (NASDAQ:AZN)
Number of Hedge Fund Holders: 54
AstraZeneca PLC (NASDAQ:AZN) is one of the stocks in focus on Jim Cramer’s game plan. Cramer mentioned the company during the episode and said:
On Tuesday, we’re back in heavy earnings rotation. We’ve got DuPont, Coca-Cola, CVS Health, AstraZeneca, Datadog, and S&P Global report… Oh, also, AstraZeneca, we want every drug stock. They’re all working.
AstraZeneca PLC (NASDAQ:AZN) manufactures prescription medicines for oncology, cardiovascular, respiratory, and rare diseases. During the January 30 episode, a caller mentioned that they were contemplating selling their position in the company’s stock for profit and buying ABBV. Cramer replied:
I like AstraZeneca very much. And that cancer franchise turned out to be a lot stronger than I thought. I think you should hold onto that. AbbVie reports this week. I expect a very good quarter. I like the dividend, but I think AstraZeneca has got a better portfolio at this very moment.
5. CVS Health Corporation (NYSE:CVS)
Number of Hedge Fund Holders: 78
CVS Health Corporation (NYSE:CVS) is one of the stocks in focus on Jim Cramer’s game plan. Cramer highlighted the stock’s catalysts and the company CEO’s performance, as he commented:
On Tuesday, we’re back in heavy earnings rotation. We’ve got DuPont, Coca-Cola, CVS Health, AstraZeneca, Datadog, and S&P Global report… CVS is now less of a drug store than a managed care company, which is, theirs is called Aetna. The stock got hammered not that long ago, and we learned that the government will barely raise reimbursement rates for Medicare Advantage plans this year. It was a disaster for the health insurers.
The only one I want to own is CVS, which reports Tuesday morning. CEO David Joyner’s done a terrific job, and I think it’s a fascinating time to own the stock… You know what, they’re the last real national drugstore chain now that Walgreens has been taken private, and the one-time giant Rite Aid has closed all of its stores. Now, how do you like that?
CVS Health Corporation (NYSE:CVS) provides healthcare solutions through insurance, pharmacy benefit management, and retail pharmacy services.
4. The Coca-Cola Company (NYSE:KO)
Number of Hedge Fund Holders: 78
The Coca-Cola Company (NYSE:KO) is one of the stocks in focus on Jim Cramer’s game plan. Cramer noted the CEO’s retirement, as he commented:
On Tuesday, we’re back in heavy earnings rotation. We’ve got DuPont, Coca-Cola, CVS Health, AstraZeneca, Datadog, and S&P Global report… PepsiCo stock went insane this week. It looks like the old PepsiCo with growth in snacks, except this time the growth occurred because they cut price. Coca-Cola doesn’t have that nagging snack business… you know, that’s been hurt by GLP-1s. But they’ve got a new CEO, and this is James Quincey’s last quarter. He will be missed.
The Coca-Cola Company (NYSE:KO) produces and sells beverages, including soft drinks, water, juices, coffee, tea, sports drinks, and plant-based beverages. The company’s major brands include Coca-Cola, Fanta, Sprite, Dasani, dogadan, Maaza, Minute Maid, and Simply. During the November 14, 2025, episode, Cramer mentioned the stock when a club member asked for his top three picks, highlighting that they would like to invest in stocks that provide good dividends. Cramer said:
Okay, we don’t have a lot of really good dividend stocks in part that’s because I am more growth oriented, and the yields I’m getting are not that great right now because stocks have moved up a lot. So, but I would tell you that away from that, the ones that I’ve been looking at are Kimberly, Procter & Gamble, and Coca-Cola, okay? Those are the three. I’m not going to recommend Bristol-Myers because Bristol-Myers has become a serial disappointer.
3. DuPont de Nemours, Inc. (NYSE:DD)
Number of Hedge Fund Holders: 52
DuPont de Nemours, Inc. (NYSE:DD) is one of the stocks in focus on Jim Cramer’s game plan. Cramer noted that they “peeled” off a little of the stock for the Charitable Trust, as he said:
On Tuesday, we’re back in heavy earnings rotation. We’ve got DuPont, Coca-Cola, CVS Health, AstraZeneca, Datadog, and S&P Global report. This is the new DuPont run by Lori Koch. She’s done a terrific job. The stock’s had a parabolic move, though, so we peeled a little off for the Charitable Trust. I hated to leave it, but wow, it’s been, you know, don’t want to be greedy.
DuPont de Nemours, Inc. (NYSE:DD) provides technology-driven materials and solutions for electronics, industrial, and specialty markets. During the December 12, 2025, episode, a caller noted that they have been holding the stock for 20 years and asked if it still makes sense to hold it in light of Qnity Electronics’ spinoff and dividend cut. In response, Cramer remarked:
You should… You are because Lori Koch is terrific. The properties are really great. Do not sell DuPont. The water business is really great. The materials are really great. You really do not want to sell it. She’s doing a fabulous job.
2. Becton, Dickinson and Company (NYSE:BDX)
Number of Hedge Fund Holders: 41
Becton, Dickinson and Company (NYSE:BDX) is one of the stocks in focus on Jim Cramer’s game plan. Cramer showed bullish sentiment toward the company, as he said:
Now, there’s been some incredible moves happening in the medical devices distribution space this quarter. The once unsinkable Boston Scientific got clobbered this week because the competition got intense in their pulse field ablation business, which they had dominated. But on the other side, I told you that McKesson last week could be counted on for an upside surprise of gigantic proportions, and I have praised Cardinal Health to the moon multiple times.
Well, McKesson and Cardinal Health both shot the lights out. These are classic drug middlemen. You can buy them anytime they’re down. Although the problem is they’re almost never down. Well, the next device company that reports is called BD. Now, that’s the old Becton, Dickinson. It’s streamlined the business, and I kind of really like the new company. I expect a very positive forecast.
Becton, Dickinson and Company (NYSE:BDX) sells a significant variety of medical supplies, diagnostic tools, and lab equipment used by healthcare professionals and researchers.
1. Cleveland-Cliffs Inc. (NYSE:CLF)
Number of Hedge Fund Holders: 52
Cleveland-Cliffs Inc. (NYSE:CLF) is one of the stocks in focus on Jim Cramer’s game plan. Cramer noted that the tariffs are hurting the stock, as he remarked:
Monday morning, and that’s where we hear from Cleveland-Cliffs. Talk about a company that’s hurting. This is a steel company that’s done better than if there were no tariffs, but not as well as Cramer fave, Nucor, with a stock that’s had a tremendous year. Cliffs needs more economic activity to do better. It’s discouraging, but I’m not giving up on what lower interest rates could do for a steel maker that’s not as good as Nucor.
Cleveland-Cliffs Inc. (NYSE:CLF) produces flat-rolled and specialty steel products, including stainless, electrical, and tubular steels, as well as iron ore and hot-briquetted iron. A caller mentioned their outsized position in the stock during the January 26 episode and asked whether the stock was a buy, sell, or hold. In response, Cramer commented:
Okay, my favorite is Nucor. I’m not going to recommend Cleveland-Cliffs over Nucor because I think Nucor is the superior operator and has been for some time now. You’re going to be able to buy Nucor at a discount. They reported a number of people didn’t like it, but it was at its 52-week high going into the session. Call me a buyer of Nucor on any weakness. You know, I think that Leon Topalian does a fantastic job with that company.
While we acknowledge the potential of Cleveland-Cliffs Inc. (NYSE:CLF) 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 CLF and that has 100x upside potential, check out our report about this cheapest AI stock.
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