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Yahoo
17-04-2025
- Business
- Yahoo
Jim Cramer Gives Banco Santander (SAN) His Seal: 'Ana Botín Is the Best Banker in the World'
We recently published a list of . In this article, we are going to take a look at where Banco Santander, S.A. (NYSE:SAN) stands against other stocks that on Jim Cramer's radar recently. On Tuesday, Jim Cramer, host of Mad Money, criticized the market's reaction, or lack thereof, to the recent dip in long-term interest rates. He pointed out that the 10-year Treasury yield had fallen back to 4.3%, yet barely anyone took notice. 'Maybe, just maybe, it's no big deal,' he said. 'Long-term interest rates plunged today, but did you hear a word about it? Nobody paid any attention to the interest rate decline. I never heard anyone talk about it, especially the very people who kept warning that ever higher rates were signaling that our financial system was in real trouble.' READ ALSO Jim Cramer Discussed These 12 Stocks Recently and Jim Cramer is Bullish on These 10 Stocks Cramer said that the same voices who claimed that higher rates were indicative of a collapsing faith in the U.S. economy, a threat to the dollar's reserve currency status, and harbingers of hyperinflation or stagflation suddenly had nothing to say now that rates were moving in the opposite direction. He quipped, 'Let's get some ex-Federal Reserve people or even some live ones to tell us that the party's over.' He called out what he sees as an eagerness among some to spread gloom whenever it suits their narrative. When the rates drop, he noted, the reaction is indifference. He added: 'That's how this issue's been covered for ages, but it's only gotten worse since Trump has sworn in.' Cramer acknowledged the seriousness of the United States' $36 trillion national debt and said he does not blame people for being concerned about Treasury yields. However, he insisted that if people are going to sound the alarm when yields rise, they should at least acknowledge or feel some level of reassurance when they decline. Cramer admitted that the political climate in Washington is confusing and, at times, legitimately troubling for markets. He added: 'But like yesterday, when I opined about the chicken littles who tell us that a weak dollar means a weak country and a terrible stock market, I'm going to demand that people stop making Treasury mountains out of Treasury molehills.' For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 15. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 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 373.4% since May 2014, beating its benchmark by 218 percentage points (). Number of Hedge Fund Holders: 17 Cramer recommended Banco Santander, S.A. (NYSE:SAN) during the episode as he commented: '… I'm going to give you a twofer. I like that one and Banco Santander by the way. Ana Botín turned out to be the best banker in the world. Well, she still is, and it's a great stock.' Banco Santander (NYSE:SAN) offers various financial services, including banking, loans, mortgages, asset management, insurance, and digital payment options. The company also provides corporate and investment banking. Its services extend to online financial products. It is worth noting that on March 14, during an episode of Squawk on the Street, Cramer stated: 'Look, I I blew it… Remember how many times I said Santander, Santander, Santander and I didn't do it. Now those stocks will run… I was worried about the dividend and… and how people would say, Jim, you can't use the traditional tax rules for dividends. I was Lilliputian. Next time I'll be bigger.' Overall, SAN ranks 10th on our list of stocks that on Jim Cramer's radar recently. While we acknowledge the potential of SAN 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 timeframe. 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 SAN 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.
Yahoo
17-04-2025
- Business
- Yahoo
Jim Cramer Says Sunrun (RUN) Isn't in the Sweet Spot: 'It's Very Congenial Though'
We recently published a list of . In this article, we are going to take a look at where Sunrun Inc. (NASDAQ:RUN) stands against other stocks that on Jim Cramer's radar recently. On Tuesday, Jim Cramer, host of Mad Money, criticized the market's reaction, or lack thereof, to the recent dip in long-term interest rates. He pointed out that the 10-year Treasury yield had fallen back to 4.3%, yet barely anyone took notice. 'Maybe, just maybe, it's no big deal,' he said. 'Long-term interest rates plunged today, but did you hear a word about it? Nobody paid any attention to the interest rate decline. I never heard anyone talk about it, especially the very people who kept warning that ever higher rates were signaling that our financial system was in real trouble.' READ ALSO Jim Cramer Discussed These 12 Stocks Recently and Jim Cramer is Bullish on These 10 Stocks Cramer said that the same voices who claimed that higher rates were indicative of a collapsing faith in the U.S. economy, a threat to the dollar's reserve currency status, and harbingers of hyperinflation or stagflation suddenly had nothing to say now that rates were moving in the opposite direction. He quipped, 'Let's get some ex-Federal Reserve people or even some live ones to tell us that the party's over.' He called out what he sees as an eagerness among some to spread gloom whenever it suits their narrative. When the rates drop, he noted, the reaction is indifference. He added: 'That's how this issue's been covered for ages, but it's only gotten worse since Trump has sworn in.' Cramer acknowledged the seriousness of the United States' $36 trillion national debt and said he does not blame people for being concerned about Treasury yields. However, he insisted that if people are going to sound the alarm when yields rise, they should at least acknowledge or feel some level of reassurance when they decline. Cramer admitted that the political climate in Washington is confusing and, at times, legitimately troubling for markets. He added: 'But like yesterday, when I opined about the chicken littles who tell us that a weak dollar means a weak country and a terrible stock market, I'm going to demand that people stop making Treasury mountains out of Treasury molehills.' For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 15. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 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 373.4% since May 2014, beating its benchmark by 218 percentage points (). A field of solar panels glistening in the afternoon sun, symbolizing the company's renewable energy ambitions. Number of Hedge Fund Holders: 38 A caller inquired about Sunrun Inc. (NASDAQ:RUN) during the episode, and Cramer said: 'No, no, this president is not, I'm not saying he's not a fan of solar, I mean, he doesn't like the way windmills look. I don't know how he is like on hydro. Maybe he's how he is on like sticks rubbing against each other… But I'll tell you that Sunrun is not in that purview. It's not in that area that's a sweet spot. How about that? It's not a sweet spot. I like that. It's very, it's very congenial. Yeah, very congenial.' Sunrun (NASDAQ:RUN) provides residential solar energy solutions and the company offers system design, installation, sales, maintenance, battery storage, and related services. The company also supplies solar products and partners with commercial developers for multi-family and new home projects. In 2022, when Cramer was asked about the company during a lightning round, he remarked, 'It's too speculative for me.' It is worth noting that since the comment was aired, RUN stock declined by more than 82%. Overall, RUN ranks 9th on our list of stocks that on Jim Cramer's radar recently. While we acknowledge the potential of RUN 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 timeframe. 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 RUN 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. Sign in to access your portfolio
Yahoo
17-04-2025
- Business
- Yahoo
Jim Cramer on Planet Labs (PL): 'Life's Too Short for Money-Losing Stocks'
We recently published a list of . In this article, we are going to take a look at where Planet Labs PBC (NYSE:PL) stands against other stocks that on Jim Cramer's radar recently. On Tuesday, Jim Cramer, host of Mad Money, criticized the market's reaction, or lack thereof, to the recent dip in long-term interest rates. He pointed out that the 10-year Treasury yield had fallen back to 4.3%, yet barely anyone took notice. 'Maybe, just maybe, it's no big deal,' he said. 'Long-term interest rates plunged today, but did you hear a word about it? Nobody paid any attention to the interest rate decline. I never heard anyone talk about it, especially the very people who kept warning that ever higher rates were signaling that our financial system was in real trouble.' READ ALSO Jim Cramer Discussed These 12 Stocks Recently and Jim Cramer is Bullish on These 10 Stocks Cramer said that the same voices who claimed that higher rates were indicative of a collapsing faith in the U.S. economy, a threat to the dollar's reserve currency status, and harbingers of hyperinflation or stagflation suddenly had nothing to say now that rates were moving in the opposite direction. He quipped, 'Let's get some ex-Federal Reserve people or even some live ones to tell us that the party's over.' He called out what he sees as an eagerness among some to spread gloom whenever it suits their narrative. When the rates drop, he noted, the reaction is indifference. He added: 'That's how this issue's been covered for ages, but it's only gotten worse since Trump has sworn in.' Cramer acknowledged the seriousness of the United States' $36 trillion national debt and said he does not blame people for being concerned about Treasury yields. However, he insisted that if people are going to sound the alarm when yields rise, they should at least acknowledge or feel some level of reassurance when they decline. Cramer admitted that the political climate in Washington is confusing and, at times, legitimately troubling for markets. He added: 'But like yesterday, when I opined about the chicken littles who tell us that a weak dollar means a weak country and a terrible stock market, I'm going to demand that people stop making Treasury mountains out of Treasury molehills.' For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 15. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 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 373.4% since May 2014, beating its benchmark by 218 percentage points (). Number of Hedge Fund Holders: 41 Planet Labs PBC (NYSE:PL) was mentioned during the episode as a caller asked if they should stay with the stock or not. In response, Cramer stated: 'Okay, we're not, ever since President Trump came in, we're not recommending any stocks that are losing money. It's just, life's too short… That's a whole new category, long, short, life's too short. Planet Labs' in that third category.' Planet Labs (NYSE:PL) designs, builds, and operates satellite systems to deliver frequently updated geospatial data through its digital platform, offering tools for monitoring, analytics, and custom data integration. Meridian Contrarian Fund stated the following regarding Planet Labs PBC (NYSE:PL) in its Q4 2024 investor letter: 'Planet Labs PBC (NYSE:PL) is a data and analytics company powered by its constellation of 200+ satellites that capture daily images of the entire Earth. This provides the company with a unique dataset which they combine with custom imaging capabilities to build applications for commercial and government customers. We invested in 2022 when significant investments the company made for future growth impacted near-term earnings. During the quarter, Planet Labs' stock outperformed due to rising market recognition that their cost-effective and efficient imagery solutions were well-positioned to increase penetration in the U.S. defense sector. Optimism was further buoyed by the prospect of the incoming administration pursuing cost-cutting and efficiency initiatives. We increased our position during the quarter, confident in Planet Lab's capacity for sustained growth.' Overall, PL ranks 8th on our list of stocks that on Jim Cramer's radar recently. While we acknowledge the potential of PL 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 timeframe. 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 PL 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. Sign in to access your portfolio
Yahoo
17-04-2025
- Business
- Yahoo
Jim Cramer on Deluxe (DLX): 'An 8% Yield? Something's Very Wrong'
We recently published a list of . In this article, we are going to take a look at where Deluxe Corporation (NYSE:DLX) stands against other stocks that on Jim Cramer's radar recently. On Tuesday, Jim Cramer, host of Mad Money, criticized the market's reaction, or lack thereof, to the recent dip in long-term interest rates. He pointed out that the 10-year Treasury yield had fallen back to 4.3%, yet barely anyone took notice. 'Maybe, just maybe, it's no big deal,' he said. 'Long-term interest rates plunged today, but did you hear a word about it? Nobody paid any attention to the interest rate decline. I never heard anyone talk about it, especially the very people who kept warning that ever higher rates were signaling that our financial system was in real trouble.' READ ALSO Jim Cramer Discussed These 12 Stocks Recently and Jim Cramer is Bullish on These 10 Stocks Cramer said that the same voices who claimed that higher rates were indicative of a collapsing faith in the U.S. economy, a threat to the dollar's reserve currency status, and harbingers of hyperinflation or stagflation suddenly had nothing to say now that rates were moving in the opposite direction. He quipped, 'Let's get some ex-Federal Reserve people or even some live ones to tell us that the party's over.' He called out what he sees as an eagerness among some to spread gloom whenever it suits their narrative. When the rates drop, he noted, the reaction is indifference. He added: 'That's how this issue's been covered for ages, but it's only gotten worse since Trump has sworn in.' Cramer acknowledged the seriousness of the United States' $36 trillion national debt and said he does not blame people for being concerned about Treasury yields. However, he insisted that if people are going to sound the alarm when yields rise, they should at least acknowledge or feel some level of reassurance when they decline. Cramer admitted that the political climate in Washington is confusing and, at times, legitimately troubling for markets. He added: 'But like yesterday, when I opined about the chicken littles who tell us that a weak dollar means a weak country and a terrible stock market, I'm going to demand that people stop making Treasury mountains out of Treasury molehills.' For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 15. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 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 373.4% since May 2014, beating its benchmark by 218 percentage points (). Number of Hedge Fund Holders: 14 Noting the company's talk of diversification, a caller inquired about Deluxe Corporation (NYSE:DLX). Cramer replied: 'You said it right. They have been talking diversification for as long as I can remember. They came on the show once. They have an 8% yield, that means that something's very wrong. When you get a yield that's well above all the others, it's not good. I'm going to have to say ix-nay on Deluxe. I wish they had been able to, one of the great growth stocks of the 80s.' Deluxe (NYSE:DLX) offers technology-driven services that include payment processing, cash management, fraud prevention, and business support tools designed for small and mid-sized companies and financial institutions. Overall, DLXranks 11th on our list of stocks that on Jim Cramer's radar recently. While we acknowledge the potential of DLX 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 timeframe. 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 DLX 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.
Yahoo
17-04-2025
- Business
- Yahoo
Jim Cramer Likes Telefónica (TEF): 'Good Company… I'm Giving You a Twofer'
We recently published a list of . In this article, we are going to take a look at where Telefónica (NYSE:TEF) stands against other stocks that on Jim Cramer's radar recently. On Tuesday, Jim Cramer, host of Mad Money, criticized the market's reaction, or lack thereof, to the recent dip in long-term interest rates. He pointed out that the 10-year Treasury yield had fallen back to 4.3%, yet barely anyone took notice. 'Maybe, just maybe, it's no big deal,' he said. 'Long-term interest rates plunged today, but did you hear a word about it? Nobody paid any attention to the interest rate decline. I never heard anyone talk about it, especially the very people who kept warning that ever higher rates were signaling that our financial system was in real trouble.' READ ALSO Jim Cramer Discussed These 12 Stocks Recently and Jim Cramer is Bullish on These 10 Stocks Cramer said that the same voices who claimed that higher rates were indicative of a collapsing faith in the U.S. economy, a threat to the dollar's reserve currency status, and harbingers of hyperinflation or stagflation suddenly had nothing to say now that rates were moving in the opposite direction. He quipped, 'Let's get some ex-Federal Reserve people or even some live ones to tell us that the party's over.' He called out what he sees as an eagerness among some to spread gloom whenever it suits their narrative. When the rates drop, he noted, the reaction is indifference. He added: 'That's how this issue's been covered for ages, but it's only gotten worse since Trump has sworn in.' Cramer acknowledged the seriousness of the United States' $36 trillion national debt and said he does not blame people for being concerned about Treasury yields. However, he insisted that if people are going to sound the alarm when yields rise, they should at least acknowledge or feel some level of reassurance when they decline. Cramer admitted that the political climate in Washington is confusing and, at times, legitimately troubling for markets. He added: 'But like yesterday, when I opined about the chicken littles who tell us that a weak dollar means a weak country and a terrible stock market, I'm going to demand that people stop making Treasury mountains out of Treasury molehills.' For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 15. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 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 373.4% since May 2014, beating its benchmark by 218 percentage points (). Number of Hedge Fund Holders: 8 Telefónica, S.A. (NYSE:TEF) was mentioned during the episode, and here's what Mad Money's host had to say: 'Good company, good company. Used to be bad, but I'm a big, I'm going to give you a twofer. I like that one and Banco Santander by the way. Ana Botín turned out to be the best banker in the world. Well, she still is, and it's a great stock.' Telefónica (NYSE:TEF) offers a wide range of telecommunications services and digital solutions, including mobile, internet, fixed-line, and TV services, along with cloud, security, and data-driven technologies for both individual and business customers. The company's 2024 earnings report showed growth across various areas. As per the report, during the year, revenue was up 1.6% and EBITDA rose 1.2%, and operating cash flow increased 1.6%, all within or above the company's targets. Additionally, free cash flow was €2.634 billion, a 14.1% year-over-year increase. Overall, TEF ranks 12th on our list of stocks that on Jim Cramer's radar recently. While we acknowledge the potential of TEF 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 timeframe. 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 TEF 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.
