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Jim Cramer’s Latest Thoughts on These 17 Stocks

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On Thursday’s episode of Mad Money, host Jim Cramer addressed the challenge investors face in trying to time their purchases of high-quality stocks.

“There is never a good time to buy the great ones. When they’re going up, you’re chasing. When they’re going down, you’re buying into a value trap or you’re trying to catch a falling knife. But that’s how so much of Wall Street sees this job.”

READ ALSO: 20 Stocks on Jim Cramer’s Radar and 18 Stocks That Jim Cramer Shed Light On.

Cramer emphasized the need to differentiate between companies that are declining for valid, fundamental reasons and those that are suffering due to a broader misunderstanding or market overreaction. He mentioned that recognizing this difference is important for making smart decisions during periods of volatility. He noted, “What’s most important is that you aren’t buying these high-quality franchises anywhere near the top.”

Cramer explained that buying when prices are low helps reduce the risk of starting off with a bad cost basis, which is a common issue for investors who buy when prices are rising, only to panic and sell during weakness. He added, “The people who buy high and sell low must not be my viewers.”

“Here’s the bottom line: The great ones never come cheap, but they can be cheaper when they’re, well, let’s say… they can be cheaper from where they were. See, sometimes, all you can hope for is get a chance to buy a stock of a terrific company at a discount when the market is at an all-time high.”

For this article, we compiled a list of 17 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 10. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.

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Jim Cramer’s Latest Thoughts on These 17 Stocks

17. MP Materials Corp. (NYSE:MP)

Number of Hedge Fund Holders: 29

MP Materials Corp. (NYSE:MP) is one of the stocks Jim Cramer shared his thoughts on. The company was mentioned by Mad Money’s host during the episode, and here’s what he had to say:

“This morning, MP Materials announced that the Defense Department’s taken a big stake in their company, which controls the largest rare earth mine in the country. The deal, which includes a $1 billion construction loan from a couple of banks along with a separate $150 million loan and a $400 million equity investment from the Defense Department, will ensure that MP can keep developing its Mountain Pass site and build a new rare earth magnet factory essential to our national security. It’s all about having a reliable source of rare earths in order to reduce our dependence on China…

Now, suddenly, we know the strategic value of these rare earths… The Defense Department’s assured us that the United States will be in a better position in the future by putting a price for the Mountain Pass site’s key materials. You know what? It’s an ingenious deal because it would simply cost too much for MP to refine all the rare earth minerals that our country needs by itself. We’re finally getting serious about a national Achilles heel, and it’s not just rare earths. Earlier this week, President Trump announced a 50% tariff on copper.”

MP Materials (NYSE:MP) produces rare earth materials and magnetic precursor products. The company operates a rare earth mine and processing facility and supports the production of advanced magnetics.

16. The Campbell’s Company (NASDAQ:CPB)

Number of Hedge Fund Holders: 30

The Campbell’s Company (NASDAQ:CPB) is one of the stocks Jim Cramer shared his thoughts on. A viewer asked for Cramer’s thoughts on the company, and in response, he stated:

“Okay, now I had some thoughts about Campbell’s. When I saw that WK Kellogg got a bid from this outfit… I said, geez, Campbell’s has finally come down enough. I am no longer willing to bash it at $29. I think you’re fine to be able to buy some.”

Campbell’s (NASDAQ:CPB) manufactures and markets a wide range of food and beverage products, including soups, sauces, juices, frozen meals, snacks, and bakery items under multiple brands such as Campbell’s, Prego, V8, Rao’s, Goldfish, and Pepperidge Farm. In June, Cramer discussed the stock after its earnings report, as he said:

“Campbell’s reported this morning, and if you listened to the call, you’d think that they must make expensive gourmet food, not some of the most basic stuff in the supermarket, because apparently high prices are scaring away their customers over and over again… I gotta say something, I’ve been very fond of Campbell’s with a good dividend, staple set of product lines, meals, and beverages, and snacks Campbell’s bought Raos, the terrific Italian sauce company, and initially, that deal bolstered sales. Oh, but get this, in a real bit of bad luck, Raos is staring down a reciprocal tariff, currently at pause, that could turn out to be an 8 to 9% headwind…

Plus, we just learned that steel and aluminum tariffs are being doubled from 25 to 50%. The classic Campbell’s Soup can is made of steel…. Well, that’s going to hurt… When you look at the weakness in snacks, things get more problematic…. Overall snack sales were down 5% on organic basis. Now, management repeatedly mentioned the economy as the main driver of the shortfall. You know what they didn’t mention once? The GLP-1 weightless drugs, the ones that make you feel full, and they tamp down all sorts of cravings, including cravings for the junk food that Campbell’s makes.

I don’t think they’re oblivious, but over and over again, the packaged fruit companies have told us that what sells better in GLP-1 world is multi-pack snacks, and that turned out to be what worked well for Campbell’s potato chips. So don’t you think there’s some similarity? Honestly, I think it’s insane to blame the economy for everything when 15 million or more Americans are taking these weight loss drugs, and to not acknowledge that younger people are much more concerned about their health than they used to be, and know better than to eat salty snacks. That seems downright naive to me…

Now, Campbell’s has a nice juicy good dividend, and that gives you a 4.5% yield, which seems safe here. Company just raised its payout by 2 cents per share in December for a quarter. Normally, I’d say they’re paying you to wait, but now I’m thinking, wait for what? For GLP-1s to go outta style, for younger people to break discipline, for cans to come down in price, for more clarity on tariffs? With the benchmark 10 Year Treasury yielding 4.5%, with a possible secular change against snacking, I don’t think there’s anything to wait for, and so I won’t wait for it. Unless you think Campbell’s will catch a takeover bid, I don’t think you should wait either.”

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