In this article, we will look at everything Jim Cramer said about his upcoming game plan. The host of Mad Money said Friday that market strain does not appear likely to ease anytime soon.
What are we looking at going forward? Is there anything good out there? Well, what we have to do is look at our game plan to find out… This day begins like almost every single Monday, and that’s with the Sunday night futures that we monitor… The war has taken on an unrestrained nature where our president talks about winding down the operation, even he did that this very evening, but then reportedly dispatches more Marines to the Middle East. It’s so hard to keep track of, and that’s why Sunday night has become so tense in our house.
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While Cramer said that investors should not rush to dump shares of strong companies over a situation that could, at least in theory, be resolved quickly through diplomacy, he added that if the objective is to reopen the Strait of Hormuz, the path forward will not be simple. He said such an outcome would likely require either a major escalation or a diplomatic agreement, and added that a breakthrough on the diplomatic front does not appear likely at the moment. Due to such “variables,” he said it is extremely difficult to determine what will happen next in the market.
Listen, I’m not going to sugarcoat this. This market’s gotten very tough. I will say that we’re beginning to get lower prices in some industries: the banks, the foods, the drugs, the retailers, in some cases, large-cap technology companies. So as oil works its way higher, you have a very good chance to buy some high-quality stocks at reasonable prices. The problem is they’re not yet bargain prices, but they’re a heck of a lot better than they were just four weeks ago.
Our Methodology
For this article, we compiled a list of 9 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 20. We listed the stocks in the order that Cramer mentioned them.
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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
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9. Carnival Corporation & plc (NYSE:CCL)
Carnival Corporation & plc (NYSE:CCL) is one of the stocks in the recent Mad Money recap of everything Jim Cramer said about his upcoming game plan. Cramer finished his game plan with the stock, as he said:
Thursday, dry day, but Friday, we get the earnings from Carnival, and it seems like the street’s going very positive about the cruise lines again. These stocks have been hammered, and they aren’t helped by these higher fuel costs. But Carnival’s considered a value vacation, something that seems rare these days, value.
Carnival Corporation & plc (NYSE:CCL) runs cruise lines and offers vacation trips. The company also manages ports, hotels, lodges, and tours that support its cruise business. A caller inquired about the stock during the March 19 episode, and Cramer replied:
Carnival, yeah, I saw the, I like the upgrade. It looks like the, you know the, actually the reservations are coming through. That’s an inexpensive stock.
8. Generac Holdings Inc. (NYSE:GNRC)
Generac Holdings Inc. (NYSE:GNRC) is one of the stocks in the recent Mad Money recap of everything Jim Cramer said about his upcoming game plan. Cramer discussed the stock in light of the datacenter business, as he remarked:
Generac has an analyst meeting on Wednesday, and while its core business of backup generators matters, we want to hear about how data centers are using Generac for backup power. That’s an amazing growth business and a terrific addition to their lineup.
Generac Holdings Inc. (NYSE:GNRC) manufactures and distributes energy technology products, including residential and industrial generators, battery storage systems, smart home solutions, and outdoor power equipment. During the March 2 episode, Cramer discussed the stock while discussing noteworthy S&P 500 stocks. He commented:
In sixth place was one we talk about a lot. It’s Generac, up 34% in February. This maker of backup generators and other energy equipment like home solar and battery storage solutions actually turned in a weak fourth quarter early last month, courtesy of a light hurricane season in the fall. But it also offered a strong outlook for 2026, in part, that’s because Generac’s got a fast-growing business selling, yep, industrial-scale generators as backup power for the data centers.
But the stock’s also been helped by the severe winter weather we had throughout, we had much through the country, it was pretty much everywhere. Many areas have more ice and snow… and saw prolonged power outages, likely motivating a lot of people… to say, listen, you know what, we’re going to pull the trigger on home generators, Generac’s bread and butter.
