Jim Cramer’s Recent Thoughts on These 8 Stocks

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On Wednesday’s episode of Mad Money, host Jim Cramer explained that if investors find an executive capable of pulling off a turnaround, they should stick with that leader for the long term.

“This morning, when the market was down, my colleagues at Squawk on the Street, David Faber and Carl Quintanilla, were questioning me about whether we just turn to the same old same old growth stocks when we bounce, and more important, why do we do so? I said it’s simple. These stocks, I’m speaking of things like the Magnificent Seven, have growth in a market that’s actually starved for growth. And growth is what saves you. Growth is what makes you money.”

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Faber then asked Cramer if it meant that there was nothing else catching Cramer’s attention. To which Cramer responded, “Absolutely not. I’m drawn to companies that are doing new things.” He noted how most CEOs are generally satisfied with maintaining their existing operations, making small adjustments, but rarely venturing into bold initiatives.

“So we end up defaulting to groups where the growth never seems to quit. The great build-out of huge warehouses filled with racks of supercomputers… There are more Larry Culps out there creating wealth away from tech. They’re just very darn hard to find. Now, I’m going to keep looking for them. But in the meantime, there’s nothing wrong with falling back on Big Tech and the Magnificent Seven, the only assured growth behemoths in the entire market.”

Jim Cramer’s Recent Thoughts on These 8 Stocks

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 November 5. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).

Jim Cramer’s Recent Thoughts on These 8 Stocks

8. CVS Health Corporation (NYSE:CVS)

Number of Hedge Fund Holders: 71

CVS Health Corporation (NYSE:CVS) is one of the stocks Jim Cramer recently shared thoughts on. Cramer discussed the company’s “reinvention,” as he said:

“Sadly, this tale of reinvention doesn’t happen very often, but when it does, I celebrate it. For example, I really like what David Joyner’s doing with the turnaround at CVS. Value creation, there’s major covering the front and back of the store, along with the incredible comeback in health insurance.”

CVS Health Corporation (NYSE:CVS) provides healthcare solutions through insurance, pharmacy benefit management, and retail pharmacy services. During the August 28 episode, when a caller inquired about Cigna stock, Cramer suggested CVS Health Corporation (NYSE:CVS) instead, as he commented:

“I’m going to take a big, big monster pass on Cigna and suggest that you pull down some CVS. Yes, because I think that the old Consumer Value Stores, by the way, I think CVS is crushing it. And I think this guy David Joyner, you know, mi casa es su casa, David Joyner, what does that really mean? It sounds good.”

7. GE Aerospace (NYSE:GE)

Number of Hedge Fund Holders: 100

GE Aerospace (NYSE:GE) is one of the stocks Jim Cramer recently shared thoughts on. Cramer praised the CEO, Larry Culp, during the episode, as he remarked:

“I’m drawn to companies that are doing new things, innovating, improving, but most companies just aren’t doing that. I’m drawn to companies like the one Larry Culp re-invented, the old General Electric, now GE Aerospace. He led an amazing turn, and it produced bountiful gains for anyone who believed. It made you a huge amount of money, a life changer for all who got a piece of it…

What Larry created here, the three huge businesses that could have been, well, nothing if he hadn’t taken drastic action is testament to what you can do if you’re a thoughtful, hardworking, driven, big thinker like Larry… who saved one of the most storied companies on earth that was teetering on the precipice when he was, when he got there.”

GE Aerospace (NYSE:GE) develops and produces aircraft engines, components, and power systems for commercial and defense use. The company also provides engine maintenance, repair, and overhaul services.

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