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Jim Cramer is one of the top watched TV personalities on CNBC. He is the host of Mad Money and also the co-founder and chairman of TheStreet.com. Nearly two hundred fifty thousand people watch his show daily on TV and most of these are ordinary investors trying to understand what’s going on in the market. Jim Cramer’s bullish and bearish stock picks on his show are starting points for many investments made by these folks. Cramer makes several bullish calls in his show but he only buys a small proportion of these stocks for his charitable trust.

Insider Monkey compiled Jim Cramer’s new stock picks for his charitable trust. Since these stocks are the newest additions to his actual portfolio, these stocks are more likely to appreciate in this investment environment.

Newer Stock Picks

Return (Aug)

AT&T (T)

-3.7%

Costco (COST)

-6.3%

DuPont & Co. (DD)

-8.1%

Ensco PLC (ESV)

-13.4%

Fluor Corp. (FLR)

-8.5%

Freeport-McMoran (FCX)

-13.8%

IBM Corp. (IBM)

-7.4%

Johnson Controls, Inc. (JCI)

-14.6%

Nike, Inc. (NKE)

-6.8%

Sanofi-Aventis (SNY)

-13.4%

Starwood Hotels & Resorts (HOT)

-18.9%

Stryker Corp. (SYK)

-10.4%

U.S. Bancorp (USB)

-13.6%

Viacom, Inc. (VIA.B)

-4.1%

Unilever N.V. (UN)

-1.3%

United Parcel Service (UPS)

-4.3%

Jim Cramer’s newest stock picks lost 9.3% so far in August, vs. an 8.9% decline in the S&P 500 Index (SPY). This isn’t actually as bad as it seems. First, this performance is better than most hedge funds’ long positions (though they might be hedging those positions with corresponding short positions). Second, Cramer usually invests in high beta growth stocks and these stocks perform much worse than an average stock in the S&P 500 index. So, if Cramer’s stock picks can keep up with the market when the stocks are declining, he will definitely outperform the market when things are rosier.

Nine of Jim Cramer’s sixteen stock picks actually outperformed the market in August. Unilever lost only 1.3% and managed to beat the SPY by 7.6 percentage points. Cramer sold his Procter & Gamble holdings and replaced them with Unilever. PG also performed much better than the market, losing only 1.6% in August. Ken Fisher’s Fisher Asset Management had nearly $500 Million in UN at the end of March (see billionaire Fisher’s top stock picks).

One of Cramer's best performing stock picks is Viacom (VIA.B). The stock managed to beat the market by nearly 5 percentage points so far this month. Viacom is also one of the most popular stocks among 300+ hedge funds we are following (see the top 10 most popular stocks here). Cramer agrees with the hedge funds and bought VIA.B for his charitable trust. Here is what Glenview Capital’s Larry Robbins said about Viacom:

We like the stability and growth of cable networks based upon the growing and recurring nature of affiliate fees, and we are in the recovery phase of ad spending coming off of the 08/09 recessionary pullback… the business remains highly cash generative with free cash flow equal to approximately 110% of net income.

Glenview likes Viacom because of its share buybacks. Robbins believes that’s the best way for Viacom to deploy its excess capital. Eric Mindich’s Eton Park, Chris Hohn’s Childrens Investment Fund, and Chase Coleman’s Tiger Global are extremely bullish about Viacom too.

AT&T (T) is also one of Cramer’s newer stock picks and the second best performer in this list. The stock outperformed the S&P 500 index by 5 percentage points. This is also one of our favorite high dividend stocks with a 6+% yield.

Investors religiously watch Cramer’s Mad Money and follow his advice. We believe it is more appropriate to track Cramer’s largest and newest stock picks in his charitable trust.



Disclosure: I am long T.

Source: 16 Stocks Jim Cramer Is Bullish About