Jim Cramer - Mad MoneyJefferies Financial Group Inc.JEFWATCHMar 20, 2026
They report Wednesday. Private credit stocks have been punished. Investors can buy pieces of syndicated loans through these companies, which roped in a lot of individual investors (not institutions) who don't understand these companies. But now these people are nervous because money was leant to software companies who are vulnerable to AI. These private credit funds were not meant to be traded, but to be owned 6-10 years. These companies should have made those terms clearer to people. He doesn't associate these products with Jeffries, but wants to hear what Jeffries has to say on the issue.
(A Top Pick Aug 27/20, Up 113.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JEF has triggered its stop at $38. To remain disciplined, we recommend covering the position at this time. When combined with the previous recommendation to cover half the position, this results in a net investment return of 67%
(A Top Pick Aug 27/20, Up 138.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JEF continue to progress well. We recommend trailing up the stop (from $33) to $38. If triggered, this would result in a net combined investment return of 79%, when taking into account the previous recommendation to cover half the position.
(A Top Pick Aug 27/20, Up 105.5%)Stochchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JEF is progressing well. We recommend trailing up the stop (from $29) to $33. If triggered, this would result in a net investment return of 53%, considering the previous recommendation to cover half the position.
(A Top Pick Aug 27/20, Up 79.4%)Stockchase Research Editor: Michael O'Reilly We are recommending trailing up the stop to $29. This would all but guarantee a minimum investment return of 41%, including the previous recommendation to cover 50%.
(A Top Pick Aug 27/20, Up 20.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK has achieved its target of $21.50. We are recommending taking half the position off, looking for $23.50 as the next objective. We also recommend moving up the trailing stop to $18 (from $14) -- just above our initial recommendation level.
Stockchase Research Editor: Michael O'Reilly This is an investment banking and capital markets company that directly invests in businesses in the Americas, Europe, the Middle East, Africa and Asia. It is trading at only 54% of book value. Its PE is only 75% of its earnings growth. These two factors make this a very undervalued company. Plus it pays a solid dividend with only a 40% payout ratio. We would buy this with a stop-loss at $14 looking for an upward target of $21.50 --
a 21% upside. Yield 3.42% (Analysts’ price target is $21.50)
They report Wednesday. Private credit stocks have been punished. Investors can buy pieces of syndicated loans through these companies, which roped in a lot of individual investors (not institutions) who don't understand these companies. But now these people are nervous because money was leant to software companies who are vulnerable to AI. These private credit funds were not meant to be traded, but to be owned 6-10 years. These companies should have made those terms clearer to people. He doesn't associate these products with Jeffries, but wants to hear what Jeffries has to say on the issue.