Jim Cramer's 25 Favorite Large Cap Stock Picks

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Includes: AAPL, ABT, AMZN, BA, BIDU, BUD, CAT, COP, DVMT, EBAY, F, FCX, GLD, GOOG, HD, IBM, KO, MCD, NTR, PM, SLB, SNY, USB, VOD, VZ
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 are the starting point for many investments made by these folks.

We compiled the list of large cap stocks that have been recommended on Mad Money during the last 30 days. These 25 stocks returned 29.9% (including dividends) during the past 12 months. (The market data is sourced from Finviz)

Stock

No. Of Times Picked

P/E

Dividend
Yield

Market Cap

Apple (NASDAQ:AAPL)

8

15.54

0.0%

363.9

International Business Ma (NYSE:IBM)

3

14.56

1.7%

213.6

Google (NASDAQ:GOOG)

4

21.68

0.0%

194.1

Coca-Cola (NYSE:KO)

1

12.79

2.8%

156.6

Vodafone Group (NASDAQ:VOD)

1

11.42

5.1%

148.5

Philip Morris International (NYSE:PM)

2

16.01

3.7%

124.4

Schlumberger (NYSE:SLB)

3

21.48

1.2%

117.7

Verizon (NYSE:VZ)

1

16.06

5.4%

101.8

Sanofi-Aventis (NYSE:SNY)

1

13.75

4.9%

101.4

ConocoPhillips (NYSE:COP)

3

8.89

3.7%

99.7

Amazon.com (NASDAQ:AMZN)

4

92.49

0.0%

95.3

Anheuser-Busch InBev (NYSE:BUD)

1

19.91

2.1%

89.8

McDonald's (NYSE:MCD)

3

17.28

2.9%

88.8

Abbott Laboratories (NYSE:ABT)

1

15.33

3.8%

78.2

SPDR Gold Shares (NYSEARCA:GLD)

4

0

0.0%

66.3

Caterpillar (NYSE:CAT)

3

15.91

1.9%

62.1

Baidu.com (NASDAQ:BIDU)

1

69.92

0.0%

53.2

Home Depot (NYSE:HD)

1

15.77

3.0%

52.5

EMC (EMC)

1

26.36

0.0%

51.5

Boeing (NYSE:BA)

1

14.27

2.5%

49.9

Potash (POT)

3

20.97

0.5%

49.0

US Bancorp (NYSE:USB)

1

12.07

2.0%

48.6

Freeport-McMoRan (NYSE:FCX)

1

8.64

2.0%

48.0

Ford Motor (NYSE:F)

1

6.89

0.0%

44.2

eBay (NASDAQ:EBAY)

1

24.43

0.0%

41.6

Apple recently traded at $385.67 and gained 49.3% during the past 12 months. The stock has a market cap of $363 billion and P/E ratio of 15.54. Cramer repeated his buy recommendation of AAPL eight times during the last 30 days. On August 2, Cramer said the following about Apple:

Finally, you can own a high-growth speculative company. My list? Hey, come’ on. You can probably repeat them after me. Fadscan, F5 (NASDAQ:FFIV), Amazon, Deckers (NASDAQ:DECK), Salesforce.com (NYSE:CRM), Chipotle (NYSE:CMG), Apple, or Netflix (NASDAQ:NFLX). These were all pummeled today. Of course, they always get hit hardest on down days. But they have a tendency to bounce back furiously.

International Business Machines recently traded at $175 and has a 1.68% dividend yield. IBM gained 38.6% during the past 12 months. The stock has a market cap of $213 billion and P/E ratio of 14.56. Cramer repeated his buy recommendation of IBM three times during the last 30 days. On July 18, IBM announced second-quarter net income of $3.7 billion compared with $3.4 billion in the second quarter of 2010, an increase of 8 percent.

Google recently traded at $588.2 and has a 0% dividend yield. GOOG gained 18.7% during the past 12 months. The stock has a market cap of $194 billion and P/E ratio of 21.68. Cramer repeated his buy recommendation of GOOG four times during the last 30 days. Hedge funds had $3.9 billion in Google. Ken Griffin’s Citadel wasn’t among the 75 hedge funds that are bullish about GOOG. However, Citadel had $665 million in GOOG shares, $548 million in GOOG call options, and $804 million in GOOG put options. These numbers don’t tell us how bullish/bearish Griffin is about Google. (See Griffin’s top holdings here.)

Coca-Cola recently traded at $67.27 and has a 2.75% dividend yield. KO gained 24.5% during the past 12 months. The stock has a market cap of $157 billion and P/E ratio of 12.79. Cramer repeated his buy recommendation of KO once during the last 30 days.

Vodafone Group recently traded at $27.56 and has a 5.11% dividend yield. VOD gained 24% during the past 12 months. The stock has a market cap of $148 billion and P/E ratio of 11.42. Cramer repeated his buy recommendation of VOD once during the last 30 days.

Philip Morris International recently traded at $68.68 and has a 3.66% dividend yield. PM gained 39.6% during the past 12 months. The stock has a market cap of $124 billion and P/E ratio of 16.01. Cramer repeated his buy recommendation of PM two times during the last 30 days. On Aug. 2, Cramer talked about his favorite growth stocks in the first part of his show. He said the following about Philip Morris: “Lorillard (NYSE:LO) is a good yield but, you know we like growth in yield. Which is why we like Phillip Morris. That’s what we’re buying here.”

Schlumberger recently traded at $83.18 and has a 1.15% dividend yield. SLB gained 40.3% during the past 12 months. The stock has a market cap of $118 billion and P/E ratio of 21.48. Cramer repeated his buy recommendation of SLB three times during the last 30 days.

Verizon recently traded at $35.39 and has a 5.42% dividend yield. VZ gained 29.1% during the past 12 months. The stock has a market cap of $102 billion and P/E ratio of 16.06. Cramer repeated his buy recommendation of VZ once during the last 30 days.

Disclosure: I am long VOD, PM, COP.