Jim Cramer's 25 Favorite Stocks

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 |  Includes: AAPL, AMZN, BIDU, CAT, CHK, CLB, CMG, CMI, ED, EOG, EPD, ETN, GOOG, IBM, IP, KMB, NFLX, PPG, PXD, SLB, SODA, VFC, VZ, WFM, WYNN
by: Insider Monkey

Jim Cramer is the host of CNBC's "Mad Money" and the chairman of TheStreet.com. Nearly 250,000 people watch his show daily on TV and most of these are ordinary investors trying to understand what’s going on in the market. Cramer’s bullish and bearish stock picks on his show is the starting point for many investments made by these folks.

During the last 30 days his favorites buy recommendations (based on number of days the stocks were mentioned) on Mad Money were as follows:

Company

No. Of Times Picked

First Date*

Return (%)**

Excess Return (%) (wrt S&P500)

Apple (NASDAQ:AAPL)

9

8/16/10

52.2%

36.8%

Chesapeake Energy (NYSE:CHK)

6

1/6/11

15.1%

23.0%

Chipotle Mexican Grill (NYSE:CMG)

6

4/29/11

19.1%

36.9%

Consolidated Edison (NYSE:ED)

6

8/12/10

17.5%

6.0%

Amazon.com (NASDAQ:AMZN)

4

9/22/10

33.2%

26.1%

Google (NASDAQ:GOOG)

4

6/1/11

7.3%

19.2%

PPG Industries (NYSE:PPG)

4

9/17/10

7.0%

0.4%

Verizon (NYSE:VZ)

4

9/27/10

10.1%

5.0%

Whole Foods Markets (NASDAQ:WFM)

4

5/26/11

-3.6%

8.0%

Baidu.com (NASDAQ:BIDU)

3

9/10/10

78.1%

64.7%

Caterpillar (NYSE:CAT)

3

8/12/10

35.5%

22.2%

Core Labs (NYSE:CLB)

3

10/20/10

27.0%

24.9%

Cummins (NYSE:CMI)

3

10/21/10

1.5%

0.1%

EOG Resources (NYSE:EOG)

3

2/25/11

-15.5%

-6.2%

Enterprise Products Partn (NYSE:EPD)

3

10/15/10

7.3%

5.4%

Eaton (NYSE:ETN)

3

10/21/10

-2.5%

-3.9%

International Business Ma (NYSE:IBM)

3

10/5/10

24.3%

20.4%

International Paper (NYSE:IP)

3

11/23/10

6.5%

5.2%

Kimberly-Clark (NYSE:KMB)

3

6/20/11

-2.5%

5.5%

Netflix (NASDAQ:NFLX)

3

3/14/11

21.3%

32.3%

Pioneer Natural Resources (NYSE:PXD)

3

6/3/11

-14.9%

-6.6%

Schlumberger (NYSE:SLB)

3

9/28/10

30.5%

24.8%

SodaStream (NASDAQ:SODA)

3

11/3/10

98.5%

98.7%

VF Corp (NYSE:VFC)

3

11/8/10

34.5%

37.5%

Wynn Resorts (NASDAQ:WYNN)

3

8/16/10

67.6%

50.5%

Average

22.2%

21.5%

Click to enlarge

* Represents latest recommendation change from sell to buy. The study interval includes only past one year.

** Includes the duration from first date till August 13.

Cramer's favorite stock recommendations returned 22.2% on average since they have been recommended. The average relative performance of these stocks against the S&P500 is 21.5%. 22 of his favorite 25 stocks have managed to beat the market.

Cramer's most favorite stock during the last 30 days was Apple. He repeated his buy recommendation of AAPL nine times during the last 30 days. AAPL has a market cap of $349.5 billion and P/E ratio of 14.9. AAPL recently traded at $376.99 and has gained 52.2% since August 16, 2010, beating the SPY by 36.8 percentage points. Rob Citrone’s Discovery Capital Management had $633 million invested in AAPL at the end of March. (See Citrone’s top holding here.) In the first quarter of 2011, Jim Simon’s Renaissance reduced Apple by 58%.

Cramer's second most favorite stock during last 30 days was Chesapeake Energy Corporation. He repeated his buy recommendation of CHK six times during the last 30 days. CHK has gained 15.1% since August 10, 2010, beating the SPY by 23 percentage points. The stock has a market cap of $19.9 billion, P/E ratio of 20.8 and dividend yield of 1.1%. Twelve hedge funds had CHK among their top 10 holdings. Hedge funds collectively own 5% of CHK’s outstanding shares. Mason Hawkins’ Southeastern Asset Management and Robert Pohly’s Samlyn Capital had large CHK holdings at the end of March.

Recently Jim Cramer interviewed Chesapeake’s Aubrey McClendon and said the following about CHK:I think its $91 net asset evaluation is spot on. The stock! I mean, come on the stock’s in the 30s. I really think that this may be, of all the stocks that I follow right now, $34. Maybe this one has the most upside. Stay with Chesapeake.”

Cramer's other favorite stock during last 30 days was Chipotle Mexican Grill. He repeated his buy recommendation of CMG six times during the last 30 days. CMG has a market cap of $9.96 billion and P/E ratio of 52.5. CMG recently traded at $317.7 and has gained 19.1% since Apr 29, 2011, beating the SPY by 36.9 percentage points.

Consolidated Edison has gained 17.5% since August 12, 2010, beating the SPY by 6.0 percentage points. The stock has a market cap of $15.7 billion, dividend yield of 4.4% and P/E ratio of 14.8. Cramer repeated his buy recommendation of ED six times. ED is also one of the 35 Growing Dividend Stocks with Low PE Ratios (see full list of these stocks here).

Disclosure: I am long CHK.