Jim Cramer And Billionaire Israel Englander Love These Stocks

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Includes: AAPL, APA, AVGO, AXP, BAC, CMI, CVX, DE, DVMT, ESRX, ESV, ETN, FCX, FLR, IBM, JNPR, KHC, MAR, ORCL, SLB, SNY, T, TJX, UPS, USB, WY
by: Insider Monkey

Jim Cramer, a former hedge fund manager, is the host of CNBC's Mad Money. Cramer expresses his views on stocks on his TV shows, which helps many ordinary investors who watch his show daily on TV make their own investments. Cramer also purchases many of the stocks he recommends for his charitable trust. Israel Englander was the founder of Millennium Management. Today, Englander is one of the top paid fund managers and Millennium has a portfolio of over $12 billion.

Both Cramer and Englander are among the smartest investors in the world. And we believe that by imitating their stock picks, investors are more likely to beat the market in the long term. Below we compiled a list of stocks both Cramer and Englander are bullish about. All stocks are in the most recent portfolio of Cramer’s charitable trust and in Englander’s portfolio at the end of June.

Company

Ticker

Value (x1000) (Englander)

# of shares (Cramer)

YTD Return

APPLE INC

AAPL

69381

200

30.83%

EXPRESS SCRIPTS INC

ESRX

47175

1300

-25.66%

E N S C O PLC

ESV

46749

2100

-12.17%

U S BANCORP DEL

USB

46101

1000

-7.04%

CHEVRON CORP NEW

CVX

39627

500

12.69%

UNITED PARCEL SERVICE

UPS

27007

600

-2.87%

E M C CORP MA

EMC

26640

4000

0.83%

FREEPORT MCMORAN

FCX

26297

800

-37.50%

FREEPORT MCMORAN Calls

FCX

212

SCHLUMBERGER LTD

SLB

24705

400

-14.28%

STARWOOD HOTELS

HOT

17199

1800

-22.15%

CUMMINS INC

CMI

15798

800

-10.47%

BROADCOM CORP

BRCM

15220

500

-12.24%

BROADCOM Calls

BRCM

2247

AMERICAN EXPRESS CO

AXP

11292

1600

9.11%

STARWOOD HOTELS Calls

HOT

11258

APACHE CORP

APA

11211

800

-23.10%

EATON CORP

ETN

10357

300

-15.22%

DEERE & CO

DE

8893

800

-12.76%

DEERE & CO Calls

DE

3776

WEYERHAEUSER CO

WY

7529

500

-7.23%

FLUOR CORP

FLR

6771

400

-15.50%

FLUOR CORP Calls

FLR

6181

JUNIPER NETWORKS INC

JNPR

6132

2500

-41.60%

JUNIPER NETWORKS Calls

JNPR

1742

INTERNATIONAL BUSINESS MACHS COR

IBM

4890

400

31.49%

ORACLE CORP

ORCL

4886

3100

2.48%

T J X COMPANIES Inc. NEW

TJX

3741

500

31.37%

BANK OF AMERICA CORP

BAC

3148

6000

-53.46%

HEINZ H J CO

HNZ

2598

500

8.58%

A T & T INC

T

2131

500

5.16%

SANOFI AVENTIS

SNY

977

2600

15.22%

Click to enlarge

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. Cramer had 200 shares invested in AAPL and Englander had $69 million of the stock. It has a market cap of $391B, a P/E ratio of 16.71, and returned 30.83% since the beginning of this year. Rob Citrone had over $700 million invested in AAPL.

Express Scripts Inc. (NASDAQ:ESRX): Express Scripts is a pharmacy benefit management. Cramer had 1,300 shares invested in ESRX and Englander had $47 million of the stock. It has a market cap of $19.6B, a P/E ratio of 16.33, and returned -25.66% since the beginning of this year. Stephen Mandel also had $434 million of ESRX shares. Steven Cohen also had $146 million of ESRX.

Ensco Plc (NYSE:ESV): Ensco is a global offshore contract drilling company. Cramer had 2,100 shares invested in ESV and Englander had $46.7 million of the stock. It has a market cap of $10.6B, a P/E ratio of 16.02, and lost 12.17% since the beginning of this year. David Einhorn had $225 million invested in ESV (check out David Einhorn’s top stock picks). Steven Cohen also had $160 million of ESV stocks.

US Bancorp Del (NYSE:USB): U.S. Bancorp is a multi-state financial services holding company. Cramer had 1,000 shares invested in USB and Englander had $46.1 million of the stock. It has a market cap of $47.4B, a P/E ratio of 11.82, and lost 7.04% since the beginning of this year. Warren Buffett invested $1.8 billion in USB shares. Jean Marie Eveillard, Andreas Halvorsen, and Ric Dillon are also main holders of USB stocks.

Chevron Corp. (NYSE:CVX): Chevron is engaged in petroleum operations, chemicals operations, mining operations, power generation and energy services. Cramer had 500 shares invested in CVX and Englander had $39.6 million of the stock. It has a market cap of $201B, a P/E ratio of 8.77, and returned 12.69% since the beginning of this year. Bill Miller and Cliff Asness also had over $100 million of CVX stocks.

United Parcel Service Inc. (NYSE:UPS): United Parcel Service is a package delivery company. Cramer had 600 shares invested in UPS and Englander had $27 million of the stock. It has a market cap of $67.6B, a P/E ratio of 17.03, and returned -2.87% since the beginning of this year. Jason Capello and Warren Buffett both hold more than $100 million in UPS (check out Warren Buffett’s top stock picks).

EMC Corp. Ma (EMC): EMC develops, delivers and supports the IT industry’s range of information infrastructure and virtual infrastructure technologies, solutions and services. Cramer had 4,000 shares invested in EMC and Englander had $26.6 million of the stock. It has a market cap of $47.7B, a P/E ratio of 24.31, and returned 0.83% since the beginning of this year. Ken Fisher had over $600 million EMC stocks.

Freeport McMoran Copper & Gold (NYSE:FCX): Freeport-McMoRan Copper & Gold Inc. is a copper, gold and molybdenum mining company. Cramer had 800 shares invested in FCX and Englander had $26.3 million of the stock and $212,000 of FCX call options. FCX has a market cap of $34.9B, a P/E ratio of 6.27, and lost 37.50% since the beginning of this year. Ken Fisher invested over $400 million in FCX.

Disclosure: I am long T.