We recently released a list Jim Cramer Radar 8 Sharp. In this article, we will explore the positions of other stocks recently discussed by Lockheed Martin Corporation (NYSE:LMT) and Jim Cramer.
In Wednesday's episode of "Crazy Money", Jim Cramer reviewed the latest developments that affected the drug distribution company and shed light on why he was cautious about the group. He noted that stocks of major drug distributors have retreated from their historical heights.
“For the most part, this is because some type of regulatory crackdown forces them to go bankrupt, or at least reduce their profitability a lot.”
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Cramer last week mentioned the president's executive order to lower drug prices, which triggered a sell-off in the entire drug distribution sector. He explained that the order effectively requires pharmaceutical companies to provide U.S. government drug prices that match the lowest interest rates charged by other advanced economies. Cramer said the market’s fear is simple: If drugmakers are forced to lower prices for their government customers, drug distributors can see their profit margins shrink.
"The most important thing is: I don't want to stick my neck out for an industry regardless of how drug distributors perform, and both Democrats and Republicans seem to hate the industry right now. That seems to be the only thing they agree with, right, isn't it? There are so many potential winners in this market, and I say, why take the risk?"
In this article, we compiled a list of 8 stocks discussed by Jim Cramer in "Crazy Money" aired on May 14. We list these stocks in the order mentioned by Cramer. As of the fourth quarter of 2024, we also provided hedge fund sentiment for each stock, taken from Insider Monkey’s database of over 1,000 hedge funds.
Why are we interested in stocks that hedge funds to accumulate? The reason is simple: Our research shows that we can beat the market by mimicking the top stocks of the best hedge funds. Our strategy for quarterly newsletters selects 14 small and large stocks every quarter, returning 373.4% since May 2014, beating its benchmark by 218 percentage points (See more details here).
A military aircraft, showing the company's combat and air flow capabilities.
Number of hedge fund holders: 65
In the episode, a caller asks if they should buy more, sell or hold Lockheed Martin (NYSE:LMT). Kramer has to say:
"Okay, so Jim Taiclet runs this company and he's an amazing, glorious, good guy. Now, it's yielding nearly 3%. You can say, OK, that's no compensation, but that's only making 16 times the income. I think Lockheed Martin, you're starting a position here. I have no problems. I have no problems, I bought Jim Taiclet and I can only buy Jim Taiclet and sold only 16 times.
Lockheed Martin (NYSE:LMT) is a global company focused on safety and aerospace. The company creates, builds and develops high-tech systems, products and services for use in defense and space operations.
Overall, LMT Ranked first On the list of stocks recently discussed by Jim Cramer. Although we acknowledge the potential of LMT as an investment, our belief is that AI stocks have greater hope and offer higher returns in a shorter time frame. AI stocks have risen since the beginning of 2025, while popular AI stocks have lost about 25%. If you are looking for AI stocks that are more promising than LMT but have less than 5 times its earnings, check out our report Cheapest AI stocks.
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Disclosure: None. This article was originally published in Inside monkey.