13 Stocks Jim Cramer And Jim Simons Are Bullish On

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 |  Includes: AAPL, APA, CAT, CVX, DD, EMC, ESV, FLR, JNPR, KO, NKE, SYK, T
by: Insider Monkey

Jim Cramer is an American television personality, a former hedge fund manager, and a best-selling author. He is the host of CNBC's Mad Money and a co-founder and chairman of TheStreet.com, Inc. 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 a starting point for many investments made by these folks. Cramer also purchases many of the stocks he recommends for his charitable trust.

Jim Simons founded Renaissance Technologies in 1982. The fund’s returns are so spectacular that Simons became one of the richest people in the world. The hedge fund employs high frequency trading and exploits inefficiencies in the stock market. Simons has a B.S. in Mathematics from MIT and a Doctor of Philosophy in Mathematics from UC Berkeley.

Below we compiled a list of stocks both Cramer and Simons are bullish about:

Company

Ticker

Jim Simons ($ *1000)

Jim Cramer

YTD Return

APPLE INC

AAPL

445,837

200

18.12%

COCA COLA CO

KO

140,340

1,800

9.27%

A T & T INC

T

94,637

500

-0.63%

CHEVRON CORP NEW

CVX

77,766

500

8.33%

FLUOR CORP NEW

FLR

53,280

400

-12.42%

APACHE CORP

APA

42,724

1,100

-21.71%

NIKE INC

NKE

40,032

300

2.74%

E N S C O PLC

ESV

38,852

2,100

-6.19%

STRYKER CORP

SYK

38,847

1,000

-10.21%

JUNIPER NETWORKS INC

JNPR

35,551

2,500

-42.02%

CATERPILLAR INC

CAT

31,716

1,000

-8.05%

E M C CORP MA

EMC

30,749

4,000

-4.67%

DU PONT E I DE NEMOURS & CO

DD

27,328

500

-6.80%

Click to enlarge


These are the stocks that are in Jim Cramer's charitable trust. The Jim Cramer column shows the number of shares Jim Cramer has in his charitable trust's portfolio. The Jim Simons column shows the value of stocks Simons holds in his hedge fund. The top four stocks in this list significantly outperformed the SPY since the beginning of this year.

Apple Inc (NASDAQ:AAPL): Apple designs, manufactures and markets a range of personal computers, mobile communication and media devices, and portable digital music players, and sells a range of related software, services, peripherals, networking solutions, and third-party digital content and applications. Simons has $446 million in AAPL and Cramer has 200 shares of AAPL in his charitable trust. AAPL has a market cap of 364.24B, a P/E ratio of 15.55, and it gained 18.12% since the beginning of this year.

Coca Cola Co (NYSE:KO): Coca-Cola Company is a non-alcoholic beverage company. Simons holds $140 million in KO and Cramer has 1,800 shares of KO in his charitable trust. KO has a market cap of 162.91B, a P/E ratio of 13.26, and it gained 9.27% since the beginning of this year. Warren Buffett holds $13 Billion of KO (check out Buffett’s top stock picks).

AT&T Inc (NYSE:T): AT&T is a provider of telecommunications services in the United States and worldwide. Simons has $95 million in T and Cramer has 500 shares of T in his charitable trust. T has a market cap of 168.95B, a P/E ratio of 8.63, and it lost 0.63% since the beginning of this year. Phill Gross and Robert Atchinson hold the largest T position among the 300+ hedge funds we are tracking.

Chevron Corp (NYSE:CVX): Chevron is an American multinational energy corporation headquartered in San Ramon, California, and active in more than 180 countries. Simons has $78 million in CVX and Cramer has 500 shares of CVX in his charitable trust. CVX has a market cap of 198.84B, a P/E ratio of 8.67, and it gained 8.33% since the beginning of this year. Phill Gross and Robert Atchinson hold the largest position in CVX.

Fluor Corp (NYSE:FLR): Fluor is a professional services firm, providing engineering, procurement, construction and maintenance, as well as project management services. Simons has $53 million in FLR and Cramer has 400 shares of FLR in his charitable trust. FLR has a market cap of 10.53B, a P/E ratio of 29.26, and it lost 12.42% since the beginning of this year. Ric Dillon also holds more than $30 million FLR.

Apache Corp (NYSE:APA): Apache is an independent energy company, which explores for, develops and produces natural gas, crude oil and natural gas liquids. Simons has $43 million in APA and Cramer has 1,100 shares of APA in his charitable trust. APA has a market cap of 37.53B, a P/E ratio of 9.86, and it lost 21.71% since the beginning of this year. Jean-Marie Eveillard holds more than $200 million APA (check out Eveillard’s top stock picks).

Nike Inc (NYSE:NKE): NIKE is engaged in design, development and marketing of footwear, apparel, equipment and accessory products. Simons has $40 million in NKE and Cramer has 300 shares of NKE in his charitable trust. NKE has a market cap of 41.11B, a P/E ratio of 20.01, and it gained 2.74% since the beginning of this year.

ENSCO Plc (NYSE:ESV): Ensco is a global offshore contract drilling company. Simons has $39 million in ESV and Cramer has 2,100 shares of ESV in his charitable trust. ESV has a market cap of 11.22B, a P/E ratio of 16.96, and it lost 6.19% since the beginning of this year. David Einhorn also holds more than $200 million in ESV (check out Einhorn’s top stock picks).

Stryker Corp (NYSE:SYK): Stryker is a medical technology company. Simons has $39 million in SYK and Cramer has 1,000 shares of SYK in his charitable trust. SYK has a market cap of 19.26B, a P/E ratio of 15.71, and it lost 10.21% since the beginning of this year. Arthur B Cohen and Joseph Healey hold more than $150 million in SYK.

Juniper Networks Inc (NYSE:JNPR): Juniper Networks serves the networking requirements of global service providers, enterprises, and public sector organizations. Simons has $36 million in JNPR and Cramer has 2,500 shares of JNPR in his charitable trust. JNPR has a market cap of 11.03B, a P/E ratio of 19.74, and it lost 42.02% since the beginning of this year. Bain Capital holds about $300 million in JNPR.

Caterpillar Inc (NYSE:CAT): Caterpillar is engaged in the manufacturing of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. Simons has $32 million in CAT and Cramer has 1,000 shares of CAT in his charitable trust. CAT has a market cap of 55.95B, a P/E ratio of 14.32, and it lost 8.05% since the beginning of this year. Ken Fisher holds over $400 million in CAT.

EMC Corp MA (NYSE:EMC): EMC develops, delivers and supports the IT industry’s range of information infrastructure and virtual infrastructure technologies, solutions and services. Simons has $31 million in EMC and Cramer has 4,000 shares of EMC in his charitable trust. EMC has a market cap of 46.83B, a P/E ratio of 23.79, and it lost 4.67% since the beginning of this year. Ken Fisher holds the biggest position in EMC.

Du Pont E I De Nemours & Co (NYSE:DD): DuPont offers agriculture and food, building and construction, electronics and communications, general industrial and transportation. Simons holds $27 million in DD and Cramer has 500 shares of DD in his charitable trust. DD has a market cap of 43.34B, a P/E ratio of 12.89, and it lost 6.80% since the beginning of this year. Phill Gross and Robert Atchinson hold the largest position in DD.

Disclosure: I am long T.