We recently published a list of Was Jim Cramer’s Call Right on These 10 Stocks? In this article, we are going to take a look at where Procter & Gamble Co. (NYSE:PG) stands against other stocks that Jim Cramer discussed 12 months ago.
Back then, the show was heavily focused on the biggest media companies and how Jim Cramer ranked each one. He also discussed some of the biggest losers and winners of the post-pandemic stock market.
In the most recent episode of Mad Money, Jim Cramer took a closer look at the current status of the Magnificent Seven stocks, offering insight into both their market positioning and how the White House’s stance seems to be shifting.
“First, I can’t be sure that Trump has changed, but I do believe that he’s never lost sight of the markets and he watches the business channels.”
READ ALSO: Was Jim Cramer Right About These 13 Stocks? And Did Jim Cramer Nail or Miss These 14 Stocks?
Cramer emphasized that his analysis is not political, rather, it is a “clear-eyed” assessment of what the president aims to achieve. According to Cramer, Trump is pushing for more jobs and manufacturing within the U.S., even if it means sacrificing access to cheap goods from overseas. Turning his attention to the Magnificent Seven stocks, Cramer said:
“Everybody knows the Magnificent Seven is not so magnificent anymore… But as I said over and over again, you simply can’t count these stocks out.”
He explained that these stocks still hold significant value despite their significant drops from their peak highs. For Cramer, these companies are not to be dismissed lightly. He mentioned that six of them are part of his Charitable Trust, making them especially relevant to his analysis. He noted that some serious damage had been done to the group.
As Cramer continued his commentary, he pointed out that analyst sentiment toward the Magnificent Seven has become more positive after a year of skepticism. However, he highlighted that only Amazon and Nvidia have truly favorable setups at the moment. For the others, it remains to be seen what the future holds. Regardless of their uncertain outlooks, Cramer noted one important factor common to all these companies: as their stock prices fall, they actually become more affordable.
“Their stocks actually truly do get cheaper as they go lower, and that’s more than I can say for many others that have held up well during this exceedingly difficult period.”
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money on April 4, 2024. We then calculated their performance from April 4th, 2024, market close to March 26th, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q4 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.
Please note that this article mentions Jim Cramer’s previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out.
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).
Number of Hedge Fund Holders: 79
Procter & Gamble Co. (NYSE:PG), the consumer goods giant was called a reliable long-term stock during the episode. Cramer said he was rebuilding his position in PG back then:
“Procter & Gamble’s terrific. We bought some yesterday. We sold some Procter when it first hit 160s and now we’re trying to rebuild the position. We bought some yesterday and I’m looking to buy more. Why? Because Procter & Gamble is what you buy. It’s a steady Eddie company. Whenever it’s had a break I’ve always reached for it and it’s been right to reach for.”
Procter & Gamble Co. (NYSE:PG) has climbed 7.16% since that episode, in line with Cramer’s steady, long-term endorsement.
The host of Mad Money gave his analysis on the stock again on the 12th of February, saying:
“For example, there are a bunch of excellent well-run consumer packaged goods. They call them CPG companies. Maybe you wanna buy Procter & Gamble, a long-time favorite. There are lots of logical reasons to like them, but like I told you earlier, logic is rarely what drives the stock market on a day-to-day basis. So let, but let’s follow through here. Suppose you pick up some Procter & Gamble because you really believe in management or you like the dividend or you think that plastic and fuel costs are going down, which will boost the company’s gross margin. That’s a huge part of the expense. So you buy the stock and then it explodes higher. What’s next? Well, you have to ask yourself why is it rallying…
Let’s say you rack up a nice win in Procter, you should ask yourself if you were right or if you simply happened to be in the right place at the right time. What do I mean by right place or time? Rotation, rotation, rotation. There are times when the consumer packaged goods stocks roar higher for reasons that have nothing to do with the underlying companies.
Procter, like all consumer packaged goods plays, is a recession stock because its earnings tend to hold up during a slowing economy, its stock roars when we get lousy economic data.”
Overall, PG ranks 2nd on our list of stocks that Jim Cramer discussed 12 months ago. While we acknowledge the potential of PG as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PG but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
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