On Monday, Mad Money host Jim Cramer addressed President Trump’s proposal to eliminate quarterly earnings reports in favor of biannual disclosures.
“Trump did post an incredibly provocative suggestion for the business world. Rather than making public companies report every quarter, he wants to let them report every six months, like they do basically in the European Union.”
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While Cramer recognized that the idea raises a legitimate debate, he made it clear that he does not support the shift. As someone who closely examines every earnings call and tracks quarterly results with deep interest, Cramer emphasized his belief that frequent financial updates are essential. He said, “You can’t really make good decisions, certainly about money, without that quarterly data.” However, he also spoke from experience as a former public company founder and acknowledged that the current system is burdensome for businesses.
Cramer described quarterly reporting as a “nightmare” from a company’s point of view, suggesting that the process can be especially taxing on smaller firms that lack the resources to manage the constant cycle of projections and disclosures. He noted that reporting every six months could relieve some of that pressure and reduce the intensity around meeting short-term forecasts. Still, he added that “a quarterly report is not too much to ask.”
Even so, Cramer acknowledged that the issue is not one-sided. He pointed out that the current system is especially tough on smaller companies, which often struggle to keep up with the demands of quarterly reporting. He noted that shifting to a six-month schedule could help ease that strain. He also criticized the rigid expectations that come with quarterly forecasting, saying that “if we could get away from the endless forecasting straitjacket that occurs each quarter, it could make the process less onerous.”
“But in the end, if you’re an investor, you want as much information as possible. Anything that allows companies to give you less data is bad for your portfolio. So even though it’s a headache for companies to report every three months, I think it is much better than the alternatives.”
Our Methodology
For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on September 15. We listed the stocks in ascending order of their hedge fund sentiment as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Jim Cramer’s Latest Lightning Round: 8 Stocks in Focus
8. AllianceBernstein Holding L.P. (NYSE:AB)
Number of Hedge Fund Holders: 6
AllianceBernstein Holding L.P. (NYSE:AB) is one of the stocks in focus in Jim Cramer’s latest lightning round. Answering a caller’s query about the stock, Cramer said:
“Okay, now that is a company that historically has had a very big yield and is actually not a dangerous stock. I’m going to say, I think you’re okay, AllianceBernstein.”
AllianceBernstein Holding L.P. (NYSE:AB) is an investment management firm that serves institutional and individual clients, providing portfolio management across equities, fixed income, commodities, currencies, and real estate-related assets.
On September 10, the company reported a rise in assets under management to $844 billion in August 2025, up from $830 billion in July, driven by market gains and overall net inflows, with contributions from Institutions and Private Wealth partly offset by Retail outflows. Furthermore, AllianceBernstein Holding L.P. (NYSE:AB) has been covered by 8 analysts with 2 Buy-equivalent and 6 Hold-equivalent ratings. The average analyst price target of $41 represents around an 8.1% upside, as of September 15.
7. loanDepot, Inc. (NYSE:LDI)
Number of Hedge Fund Holders: 8
loanDepot, Inc. (NYSE:LDI) is one of the stocks in focus in Jim Cramer’s latest lightning round. A caller asked whether the stock, which they have been actively trading and has shown consistent gains, could be a strong long-term investment. Cramer remarked:
“I don’t understand why that stock, how that stock could be up this much. I mean, I know about the Fed, obviously everyone does, but it’s losing money. I’m not there for that one. I’m just not there for that. I can’t understand it.”
loanDepot, Inc. (NYSE:LDI) is a mortgage lender that uses digital technology to streamline the borrowing process, providing a range of lending and real estate services to support homeownership. On September 8, Citron Research posted a report named “The Hidden Gem of Housing Finance” arguing that the company’s real value lies in its $117 billion servicing portfolio, which generates steady fees, drives new originations through high recapture rates, and is worth about $5.50–$5.75 per share based on peer multiples. With mortgage rates easing and refinance demand building, Citron sees it positioned for significant upside and set a conservative valuation path above $6 per share and called it the next major housing finance re-rating.
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