Mad Money with Jim Cramer – Jan 11, 2024 (Thur): Key Points & Links｜要点・関連リンク

This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on January 11, 2024, with links to CNBC articles, videos, and English transcripts.

2024年1月11日放送の 「Mad Money with Jim Cramer」 で取り上げられた主な話題・銘柄を、CNBCの記事・動画・英文トランスクリプトへのリンクとともに一覧化しています。

(1) Jim Cramer says the market needs a solid earnings season after Thursday’s hotter-than-expected inflation numbers (https://www.cnbc.com/2024/01/11/cramer-the-market-needs-solid-earnings-season-after-hot-inflation-data.html)

• CNBC’s Jim Cramer bemoaned Thursday’s hotter-than-expected inflation figures for December, saying the news was a blow to bulls hoping for interest rate cuts.
  “The bulls didn’t get the cool inflation number they wanted.
• Consider that strike one of a two-strike game,” he said. “Tomorrow’s earnings bring another pitch. If we get another swing and a miss, I don’t think the averages will be able to rebound like they did this afternoon.”

(2) [No Video Clip for non-Club Member] Off-the-Chart: Jim Cramer hits the charts with crude oil (https://www.cnbc.com/video/2024/01/11/jim-cramer-hits-the-charts-with-crude-oil.html)

‘Mad Money’ host Jim Cramer takes a technical look at crude oil.

(3) [No Video Clip for non-Club Member]  Consumer-facing names are bouncing back, says Jim Cramer (https://www.cnbc.com/video/2024/01/11/consumer-facing-names-are-bouncing-back-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks back at his takeaways from the ICR conference.

Cramer’s ICR Conference Standouts: Abercrombie & Fitch (ANF), American Eagle (AEO), Urban Outfitters (URBN), Lululemon (LULU), Crocs (CROX), Boot Barn (BOOT), On Holding (ONON), Walmart (WMT)

(4) Executive Interview: Becton Dickinson CEO describes how new technology helps hospitals fight inflated operating costs (https://www.cnbc.com/2024/01/11/becton-dickinson-ceo-describes-how-new-tech-helps-hospitals-save-money.html)

• In an interview with CNBC’s Jim Cramer, Becton Dickinson CEO Tom Polen explained how the medical device manufacturer’s new technology can save hospitals money.
• Polen said the company is investing in automated equipment for pharmacies and laboratories.

Ticker: BDX

(5) Cramer’s Lightning Round: Exelixis is a ‘good spec’ (https://www.cnbc.com/2024/01/11/cramers-lightning-round-exelixis-is-a-good-spec.html)

• Paramount: “That’s like the balance sheet from hell. We love good balance sheets, don’t like bad balance sheets. That’s got a bad one.”
• Exelixis: “I think that this is a good spec…I like speculation in areas where there could be something exciting, and the biotech world is just unbelievably exciting.”
• Uranium Energy: “I’m reiterating UEC. Why? Because I want a pure play uranium company that’s not losing money hand over fist and bleeding from the eyeballs.”
• Franco-Nevada: “I think it’s a great diversified way to own gold. Now, I personally like Barrick Gold, but I think you’re going to do fine with that. And yes, I will reveal, I like gold bullion.”
• Enbridge: “I like the acquisition very much…Greg Ebel’s doing a good job.”
• Ryanair: “They’re a very well-run company…I like the stock.”
• Plains: “I would buy that for the dividend and then I would dump.”
• Dutch Bros: “I have been a little let down by the Dutch Bros….They got to stop opening stores and catch their darn breath.”
• United Natural Foods: “It’s not going to change its address anytime soon. Get the moving van.”

Ticker: PARA, EXEL [good SPAC], UEC [buy buy buy], FNV [buy buy buy, personal like GOLD though], ENB [I like the acquisition, the street does not, the street is wrong], RYAAY [I like the stock], PAGP, BROS, UNFI

(6) [No Video Clip for non-Club Member] Jim Cramer shines a light on the hidden processes of bringing a drug to market (https://www.cnbc.com/video/2024/01/11/jim-cramer-shines-a-light-on-the-hidden-processes-of-bringing-a-drug-to-market.html)

‘Mad Money’ host Jim Cramer takes a closer look at the drug development process in the U.S. and how companies moving out of the U.S. could negatively impact the pharmaceuticals market.

Other Stocks Discussed (calls with audience)/ この日の放送で取り上げられたその他の銘柄（視聴者からの電話): Zscaler (ZS) [good company, and up stock, and not yet done], Pepsi (PEP), Coca-Cola (KO) [prefer KO than PEP for now], CCO [No, you should own Royal Caribbean], Block (SQ) [upstock, not make money but SQ should be bought, real bargain], Disney (DIS) , Peloton (PTON) [not good fundamental], ICPB [buy, solid buy]

Ref: Links related to this episode /参考: この日の放送に関するその他のサイトへのリンク:

• Podcast at Spotify  (Sound /音声）
• Internet Archive（Video & Texts per minute /1分毎のビデオ＆テキスト）

Disclaimer/ 免責事項

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