We recently published 8 Stocks Jim Cramer Talked About. Starbucks Corporation (NASDAQ:SBUX) is one of the stocks Jim Cramer recently discussed. Coffee chain Starbucks Corporation (NASDAQ:SBUX) made a big announcement earlier this week after it announced that it would sell 60% of its China business through a $4 billion deal. Despite the firm’s recent struggles, Cramer is a believer in the firm’s CEO Brian Niccol and his turnaround efforts. However, even though he’s a believer, the CNBC TV host commented la ...

Group 1 - Yum! Brands, Inc. is considering "additional action" regarding Pizza Hut, indicating a potential offloading of the brand due to challenges in the pizza industry [2] - The new CEO, Chris Turner, acknowledges the difficulties in turning around Pizza Hut and suggests exploring strategic options [2] - Taco Bell continues to perform well with a 7% increase in same-store sales, while KFC shows a 3% increase, highlighting the strength of Yum! Brands' other brands [2] Group 2 - There is a belief that some AI stocks may offer higher returns and lower downside risk compared to Yum! Brands as an investment [3] - A report is available that discusses an extremely cheap AI stock that benefits from Trump tariffs and onshoring [3]

Core Insights - Pelican Bay Capital Management (PBCM) reported a 7.8% return for its Concentrated Value Strategy in Q3 2025, outperforming the Russell 1000 Value Index which returned 5.3% during the same period [1] - Year-to-date, PBCM's fund returned 11.2%, slightly below the index's 11.6% return [1] Company Overview: Old Dominion Freight Line, Inc. (NASDAQ:ODFL) - Old Dominion Freight Line, Inc. is a leader in the Less-Than-Truckload (LTL) freight market, providing regional, inter-regional, and national services [3] - The stock closed at $137.69 on November 6, 2025, with a market capitalization of $28.938 billion [2] - Over the last 52 weeks, Old Dominion's shares have decreased by 39.10%, while its one-month return was 2.52% [2] Financial Performance - In Q3 2025, Old Dominion reported revenue of $1.41 billion, reflecting a 4.3% decline from the previous year [4] - The number of hedge funds holding Old Dominion increased from 33 to 51 in the second quarter of 2025, indicating growing interest [4] Investment Strategy - PBCM replaced Kinsale with Old Dominion in its portfolio, emphasizing its leadership in the LTL freight market [3] - Despite acknowledging Old Dominion's potential, PBCM suggests that certain AI stocks may offer better upside potential and lower downside risk [4]

Core Insights - Pelican Bay Capital Management's Concentrated Value Strategy achieved a return of 7.8% in Q3 2025, outperforming the Russell 1000 Value Index which returned 5.3% during the same period [1] - Year-to-date, the fund's return stands at 11.2%, slightly below the index's return of 11.6% [1] Company Analysis: Kinsale Capital Group, Inc. (NYSE:KNSL) - Kinsale Capital Group, Inc. experienced a one-month return of -17.48% and a 52-week decline of 12.31%, with its stock closing at $393.10 and a market capitalization of $9.145 billion on November 6, 2025 [2] - The decline in Kinsale Capital Group's shares by 10% in Q3 2025 was attributed to challenges in the Excess and Surplus (E&S) insurance market, characterized by increased competition and lower insurance premiums [3] - The rapid policy growth that Kinsale Capital Group has experienced over the past four years is expected to slow down in the upcoming quarters due to these market challenges [3] Hedge Fund Interest - Kinsale Capital Group, Inc. was held by 31 hedge fund portfolios at the end of Q2 2025, a decrease from 33 in the previous quarter, indicating a slight decline in hedge fund interest [4] - Despite acknowledging Kinsale Capital Group's potential, there is a belief that certain AI stocks present greater upside potential with less downside risk [4]

Core Insights - Ecolab Inc. (NYSE:ECL) is a significant part of Bill Gates's stock portfolio, representing 2.94% of it [1] - BMO Capital maintains a bullish outlook on Ecolab, reiterating an "Outperform" rating while slightly lowering the price target from $310 to $307 [2] - The recent 7% pullback in Ecolab shares is viewed as a compelling entry point, with expectations of achieving a 12%-15% EPS growth target for 2025 [3] Financial Performance - Ecolab reported a 13% adjusted EPS growth for Q3 2025, reaching $2.07, driven by accelerating pricing and modest volume gains [4] - The company experienced a 110-basis-point organic operating margin expansion during the quarter [4] - Ecolab has tightened its 2025 adjusted EPS guidance to a range of $7.48-$7.58 [4] Market Position - Ecolab is recognized as a global leader in sustainability, providing essential water, hygiene, and infection prevention solutions across 170 countries [5]

Group 1 - Canadian National Railway Company (CNI) is a significant investment for Bill Gates, comprising 11.94% of his stock portfolio, and is among his top 15 stock picks [1] - Evercore ISI raised its price target for CNI from $98 to $103 while maintaining an "In Line" rating, reflecting confidence in the company's performance [2] - The increase in price target is attributed to CNI's resilience in a challenging freight environment, demonstrated by a recent earnings beat and effective cost management [3] Group 2 - CNI reported Q3 2025 results showing a 1% year-over-year growth in revenue to $2.95 billion and a 5% increase in net income to $0.81 billion, alongside a 170-basis-point improvement in operating ratio [4] - The company achieved a 6% increase in diluted EPS to $1.30 and noted improvements in operational metrics, including a 2% increase in fuel efficiency [4] - CNI reiterated its 2025 guidance for mid-to-high single-digit adjusted EPS growth, indicating a stable outlook for the company [5]

Core Insights - Chipotle Mexican Grill, Inc. (NYSE:CMG) has faced significant stock price declines recently, with speculation that it may settle at a price-to-earnings ratio of 23 to 24 times earnings, indicating potential further downside [1] - The company is in need of a turnaround, reminiscent of its struggles in 2015, when it brought in Brian Niccol as CEO, who successfully revitalized the brand and led to a substantial stock price increase from $5 to $56 [2] Company Overview - Chipotle operates restaurants that serve a variety of menu items including burritos, bowls, tacos, and salads [2] - The company has a history of overcoming challenges, as evidenced by the successful leadership of Brian Niccol, who was initially met with skepticism but ultimately proved to be the right choice for the company [2] Investment Perspective - While Chipotle shows potential as an investment, there are other AI stocks that may offer greater upside potential and lower downside risk, suggesting a competitive investment landscape [2]

Group 1 - AGCO Corporation is benefiting from a recent US-China deal that allows Chinese buyers to purchase American soybeans again, which is favorable for agricultural equipment manufacturers like AGCO [1] - AGCO reported a small top-line beat and a healthy bottom-line beat in its latest earnings report, with management raising their full-year earnings forecast and announcing a $300 million buyback [1] - Despite positive earnings results and forecasts, AGCO's stock dropped nearly 3% following the report [1] Group 2 - AGCO designs and sells a variety of agricultural equipment and replacement parts, including tractors, combines, seeding and tillage tools, and grain storage systems [2] - The company operates under several brands, including Fendt, Massey Ferguson, PTx, and Valtra [2]

Group 1 - Waste Management, Inc. (NYSE:WM) is recognized for its waste collection, recycling, and landfill services, as well as renewable energy production from landfill gas [2] - The company also provides specialized services such as hazardous waste disposal, secure information destruction, and marketing of recycled materials and compost products [2] - Recent stock performance indicates volatility, with a notable increase of three points in a single day, suggesting potential for further investment [1] Group 2 - There is a perspective that while WM has investment potential, certain AI stocks may offer greater upside and less downside risk [3] - The article hints at the benefits of investing in undervalued AI stocks that could gain from Trump-era tariffs and the onshoring trend [3]

Core Viewpoint - SSR Mining Inc. (NASDAQ:SSRM) experienced a significant decline in stock price by 10.23% to $19.48 due to a lowered production outlook for full-year 2025, despite reporting strong earnings in Q3 [1][3]. Financial Performance - In Q3, SSR Mining reported a net income attributable to shareholders of $65.4 million, a 523% increase from $10.5 million in the same period last year [4]. - Revenues for the same quarter rose by 50% to $385.8 million, up from $257.3 million year-on-year [4]. Production Outlook - The company expects full-year production to be at the lower end of its previous guidance range of 410,000 to 480,000 gold equivalent ounces [2]. - Consolidated costs are projected to reach the upper end of the guidance range due to higher-than-expected gold prices impacting royalty costs and share-based compensation [3]. Management Commentary - Executive Chairman Rodney Antal stated that Q3 operating results were generally aligned with internal plans and expressed optimism for a solid Q4 to meet 2025 production guidance [5]. - The company highlighted growth opportunities, particularly in Türkiye, with plans to advance operations at Çöpler and the Hod Maden investment decision [6].