Jim Cramer Roasts J.B. Hunt Transport Services (JBHT): “Numbers Good, But Can Someone Please Cheer Up That Call?”

Insider Monkey
20 Apr

We recently published a list of Jim Cramer Defended American Superiority and Discussed These 13 Stocks. In this article, we are going to take a look at where J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) stands against other stocks that Jim Cramer discussed.

In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer highlighted the often-overlooked role of currency fluctuations and explained why a weaker U.S. dollar might actually benefit American companies:

“The tariffs are going to be offset by the weak dollar. People forget that. And weak dollar’s good. We have a lot of people who work at the network who think weak dollar’s bad. I don’t know where they get that, because if you listen to a conference call, the weak dollar could save us from the tariffs.”

READ ALSO: Jim Cramer’s List of 16 Stocks to Buy Right Now and Jim Cramer Answers If the Market Has Bottomed and Weighs In On 11 Stocks.

As the conversation shifted toward geopolitical risks and the strategic rivalry with China, Cramer referenced the book Death by China to illustrate fears about China’s technological dominance and the potential consequences for U.S. national security:

“Look, in 2011, I got Death by China. When you stop, and the book is about Navarro, and it’s basically about World War III. He doesn’t mention that. I’m adding that. Graham Allison talks about World War III. He was one of my professors. So, hey, listen up. You can’t even, so it’s not even stock right now, but Death by China just talks about their grand plan to take us over. And when you go back and read it, it’s more cogent than you thought. It’s like Ghost Ship, which is one that Mark Benioff gave me about how our Navy eventually is going to be made of all Chinese chips and we go to use it against the Chinese and nothing happens.”

While discussing the increasing competition between American and Chinese companies, Jim Cramer re-affirmed his position that the U.S. is still very much ahead of China, saying:

“I think that there should be a great competition and real arms race. We shouldn’t be helping them and let’s see who wins. […] Look, I think that we’re unbelievably great. We’re well ahead in scale. I don’t trust the Chinese. I would never want to use their stuff because I think that they would in the end be, you’d be captive to that regime. I think that we’re still ahead.”

Our Methodology

To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on April 16th.

For these stocks, we also mentioned the number of hedge fund investors. 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).

A truck on a highway, its exhausts billowing in the air.

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)

Number of Hedge Fund Investors: 47

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) came up following its earnings report. Although the initial numbers looked good, Jim Cramer criticized the company’s messaging on the earnings call and suggested the tone was uninspiring. Here’s what he said:

“Once again, J.B. Hunt gives this conference call and you’re just, it’s like I come in hot, the number’s good, it looks okay, 21 times earnings. And by like the fifth paragraph, I want to slit my throat. They have got to get their act together in terms of happiness. They do. What’s up with Dan? What’s the guy’s name? They have an order for 10% happiness.  I’m going to send them copies in that board. Every board member is going to get a copy of Dan Harris.”

Overall, JBHT ranks 2nd on our list of stocks that Jim Cramer discussed. While we acknowledge the potential of JBHT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than JBHT but that trades at less than 5 times its earnings, check out our report about this 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.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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