Mad Money with Jim Cramer – Mar 8, 2024 (Fri): 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 March 8, 2024 with links to CNBC articles, videos, and English transcripts.

2024年3月8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) Cramer’s week ahead: Earnings from Adobe, Dollar Tree and Dollar General (https://www.cnbc.com/2024/03/08/cramers-week-ahead-earnings-from-adobe-and-dollar-stores.html)

• CNBC’s Jim Cramer on Friday guided investors through next week’s most important happenings on Wall Street, highlighting Adobe’s earnings report, as well as ones from Dollar General and Dollar Tree.
• He also said it’s important to keep an eye on new data scheduled to be released next week that helps measure inflation.

“Bottom Line:  You need to keep an eye on the consumer and producer price index numbers … But don’t forget to follow individual companies, too.”

(2) Jim Cramer reviews Citi’s European ‘Super Seven’ (https://www.cnbc.com/2024/03/08/jim-cramer-reviews-citis-european-super-seven.html)

• CNBC’s Jim Cramer on Friday reviewed the “Super Seven,” mega cap European stocks Citi recently named as alternatives to the Magnificent Seven, but with lower valuations.
• The Super Seven are: Novo Nordisk, ASML, LVMH, Richemont, SAP, Schneider Electric and Ferrari.

European Super 7: NVO [a lot more room to run], ASML, LVMUY, CFRUY, SAP, SBGSY, RACE

“Bottom Line: These are some great long-term winners that you should look to add in weakness.”

(3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer hits the charts to see where gold is headed after hitting record highs (https://www.cnbc.com/video/2024/03/08/jim-cramer-hits-the-charts-to-see-where-gold-is-headed-after-hitting-record-highs.html)

‘Mad Money’ host Jim Cramer takes a look at gold futures and where they are heading.

“Bottom Line: Gold’s had a  big move, but the chartist thinks it has more room to run.”

(4) [No Video Clip for non-Club members] Jim Cramer grades viewer portfolios on diversification (https://www.cnbc.com/video/2024/03/08/jim-cramer-grades-viewer-portfolios-on-diversification.html)

‘Mad Money’ host Jim Cramer takes viewer calls and grades their portfolios on diversification.

• AMD, NVDA, MSFT, COST, BLDR –> add LLY, add GE, remove ADM and MSFT
• CVX, LLY, V, BRK, WMT –> perfection
• RIVN, UBER, CLSK, MCD, SMCI –> good
• PFE, PANW, KHC, VZ, ABT –> remove PFE add GE, remove KFH add PG [PG is a charitable trust name]
• NVDA, BRK, BLK [bullpen], ARM, TT –> remove ARM add LLY

(5) Cramer’s Lightning Round: GE HealthCare can go higher (https://www.cnbc.com/2024/03/08/cramers-lightning-round-ge-healthcare-can-go-higher.html)

• GE HealthCare: “You want a stock that goes higher? That’s GE Healthcare.”
• BWX Technologies: “I like nuke, but the way I want to play it is Vernova, which is going to be spun off by GE in April…”
• Qualcomm: “Qualcomm is a quandary to me because I don’t think they have the horse power to merit that stock being this high, but I understand people want to own it. It’s not for me.”
• Ares Capital: “Here’s the problem with this company: I have no idea what they really own, and when I don’t know what they really own, I can’t get behind it, because I could be surprised. It’s had a good run though.”
• Coherent: “Red-hot laser stock that actually has mojo, and I’m not going to tell you to not buy it. I am going to tell you, please wait for a little pullback.”
• Pure Storage: “It took a long time to turn around, but it is a winner.”
• Manhattan Associates: “It is a very, very good company…It’s a winner.”

Ticker: GEHC, BWXT, QCOM, ARCC, COHR, PSTG, MANH

(6) [No Video Clip for non-Club members] Costco is at the vanguard of the fight against inflation, says Jim Cramer (https://www.cnbc.com/video/2024/03/08/costco-is-at-the-vanguard-of-the-fight-against-inflation-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at Costco and the legacy of outgoing CFO Rich Galanti.

Ticker: COST

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): Meta Platform (META) [You should stick with it no matter what], Alphabet (GOOGL) [It is what they can do that makes me what to keep it, not what it is doing], Toast (TOST) [it is doing well], Barrack Gold (GOLD) [disappointing, concerned about situation], ONEOK (OKE) [it is my favorite stock]

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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