Cramer Impressed by GE Vernova (GEV) Performance Post-Spin-Off Amid Clean Energy Demand

Insider Monkey12-20 03:19

We recently published a list of 14 Stocks That Jim Cramer Recently Talked About. In this article, we are going to take a look at where GE Vernova Inc. (NYSE:GEV) stands against other stocks that Jim ...

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In this article, we are going to take a look at where GE Vernova Inc. (NYSE:GEV) stands against other stocks that Jim ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cramer-impressed-ge-vernova-gev-191903436.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0689472784.USD","symbol_name":"安联收益及增长基金Cl AM AT Acc","start_time":0,"source_url":"https://finance.yahoo.com/news/cramer-impressed-ge-vernova-gev-191903436.html","article_id":"2492661485","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/z3FeEJkT96Gya06XinI8SA--~B/aD01NjU7dz04NDg7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/ee4708af1cbc6289208cb72f5ccce69a"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2492661485","pubTimestamp":1734635943,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"We recently published a list of 14 Stocks That Jim Cramer Recently Talked About. 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In this article, we are going to take a look at where GE Vernova Inc. (NYSE:GEV) stands against other stocks that Jim Cramer recently talked about.\nIn his latest appearance on CNBC’s Squawk on the Street, Jim Cramer continued to talk about the incoming Trump administration’s tariffs. Coupled with the Fed’s data-driven interest rates cycle, tariffs have created quite a stir on Wall Street as investors are wary of them contributing to inflationary pressures and making the central bank hesitate when it comes to reducing rates.\nHe believes that one of the key issues surrounding tariffs is the interconnection between the US and China. Cramer shared that “I know many business people have talked to President-elect Trump and they’ve said, ‘It’s not as simple as steel. Steel’s a hundred thousand people, I mean some of these companies have three hundred, four hundred thousand people themselves. I think the problem is we’re so intertwined and a lot of people felt, you know what, when President Trump, or when he was President Trump, you basically felt you were supposed to go from China to Mexico. Seemed like a good deal. And Mexico seemed like, favored.”\nSince then, Cramer shared that the sentiment around Mexico has changed. According to him, the same people are now wondering “Why did we go to this country that apparently doesn’t like.” He also shed light on the relationship between China and Mexico and shared that “China and Mexico are strange bedfellows. China’s been flooding the country with autos! And, what we did was we moved all of our auto production down there! Also Germany, you go to Puebla, and it’s Volkswagen!” He added that this makes implementing tariffs tricky as “it’s just that the cars go back and forth, and back and forth, where, where do we put the tariff on? Where to we take it off?”\nHowever, while the market might be worried about the broader impact of tariffs, businesses are also excited about growing merger and acquisition activity. Cramer outlined that “very quickly, people just say, you know what, look, tariffs are so convoluted that something has to happen. But the idea that they can talk to other companies and maybe combine, they want that so badly.”\nApart from his takes on stocks, some of Cramer’s most controversial views are of cryptocurrencies. While he doesn’t advocate completely shunning them, the tight-knit crypto community either panics when he’s bullish for Bitcoin due to the well-known inverse Cramer effect or wonders why he doesn’t advocate holding more crypto as part of a portfolio. In a recent episode of Mad Money, Cramer shared some of his latest thoughts about crypto:\n\n“I’ve always endorsed keeping up to 10% of your portfolio in gold as a kind of insurance against the world’s lunacy. But for years now, I’ve also been saying Bitcoin’s a fine alternative to gold for that 10% position. Why not? I think the federal budget deficit is at impossible levels. I don’t want to be wedded to a currency backed by the full faith and credit of a country that owes $36 trillion.”\n\nCramer reiterated that there’s more to investing than simply “just owning cryptocurrencies.” In fact, he believes that buying stocks can potentially lead to an investor making more money than buying cryptocurrencies. “Bitcoin’s part of the most obviously diversified portfolio in recent history,” believes Cramer. “Buying and holding stocks can be just as lucrative as buying Bitcoin six days after Biden dropped out of the race. Or maybe, just maybe, it can make you even more money.” Another Mad Money episode saw him stress that he has held Bitcoin for years as Cramer shared:\n\n“I want to discuss Bitcoin, really. I do—not to the detriment of stocks but in addition to stocks. I come to praise Bitcoin, not buy it. First, let’s dispel the idea that I’ve never believed in Bitcoin. Now, if you search YouTube, you can see that I first bought Bitcoin on September 15, 2020, when it was at just over $10,000.”\n\nOur Methodology\nTo make our list of stocks that Jim Cramer is talking about, we listed down stocks he commented on during at latest episode of CNBC’s Squawk on the Street and tweeted about.\nFor these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds invest in? 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 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).\n Copyright: \nbee32 / 123RF Stock Photo\nGE Vernova Inc. (NYSE:GEV)\nNumber of Hedge Fund Holders In Q3 2024: 89\nGE Vernova Inc. (NYSE:GEV) is a fresh company formed after the spin-off of General Electric’s energy division earlier this year. Since the spin-off, the shares have gained 157% to make it one of the best-performing stocks of the year. Cramer referred to GE Vernova Inc. (NYSE:GEV) as part of his remarks for Honeywell as he was impressed by the firm’s performance after the split. GE Vernova Inc. (NYSE:GEV) benefits from the growing demand for clean energy, particularly from AI data centers. The firm has been focused on refocusing efforts away from its wind generation business to better cater to the rising demand for clean energy. Commenting on GE Vernova Inc. (NYSE:GEV), Cramer shared that the firm’s CEO benefited from its surprising exposure to data centers:\n\n“Well he got the break that Vernonva turned out to be data center. A data center. But then you have to go throw cold water on it.”\n\nOverall, GEV ranks 6th on our list of stocks that Jim Cramer recently talked about. While we acknowledge the potential of GEV 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. If you are looking for an AI stock that is more promising than GEV but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock\nDisclosure: None. This article is originally published at Insider Monkey.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2492661485"}