“You’re Right To Be Worried”

From Yahoo Finance: 2025-05-18 06:56:00

Jim Cramer expressed caution on drug distribution stocks due to concerns about regulatory crackdowns impacting profitability. An executive order to lower drug prices triggered a sell-off in the sector, leading to fears of shrinking margins for drug distributors. Cramer advised against investing in an industry disliked by both parties.

Omega Healthcare Investors (OHI) faced scrutiny by investors concerned about dividend safety amid potential Medicaid cuts. Cramer acknowledged worries, preferring Ventas for stability. OHI, a real estate investment trust, reported increased net income in Q1 2025, with $423 million in new investments year-to-date. Despite potential in OHI, AI stocks offer greater returns in a shorter time frame.

In a recent article, Jim Cramer discussed 8 stocks on Mad Money, including OHI. Hedge fund sentiment for each stock was provided, showing outperformance by imitating top hedge fund picks. The quarterly newsletter strategy has returned 373.4% since May 2014, surpassing the benchmark by 218 percentage points. For those seeking promising AI stocks, a report on the cheapest AI stock is available.

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