Mad Money with Jim Cramer – Mar 28, 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 March 28, 2024 with links to CNBC articles, videos, and English transcripts.

2024年3月28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’s week ahead: Nonfarm payroll data and Disney’s proxy fight comes to a head (https://www.cnbc.com/2024/03/28/cramers-week-ahead-nonfarm-payroll-data-and-disneys-proxy-fight-.html)

• CNBC’s Jim Cramer on Thursday guided investors through next week’s Wall Street action, saying to focus on new employment data.
• He also highlighted Walt Disney’s annual shareholder meeting where its bitter proxy fight with activist Nelson Peltz will come to a head.

(2) Executive Interview: Walgreens CEO says ‘human interface’ will help the chain beat Amazon (https://www.cnbc.com/2024/03/28/walgreens-ceo-says-human-interface-will-help-the-chain-beat-amazon.html)

• Walgreens CEO Tim Wentworth told CNBC’s Jim Cramer his retail pharmacy chain can rival Amazon because of its human-to-human interactions with customers and presence in communities.
• Wentworth said he thinks “human interface” will differentiate Walgreens from its competitors more so than speedy deliveries.

Ticker: WBA

(3) [No Video Clip for non-Club members] Cramer breaks down which company spin-offs have produced winning stocks (https://www.cnbc.com/video/2024/03/28/cramer-breaks-down-which-company-spin-offs-have-produced-winning-stocks.html)

“Mad Money” host Jim Cramer breaks down the Conagra and Lamb Weston split and discusses companies that have had successful spinoffs.

Surprising Spin-Off Winners:

• MasterBrand (MBC) [spinoff from Fortune Brands Innovations (FBIN)]
• Lamb Weston Holdings (LW) [spinoff from Conagra Brands (CAG)]
• Constellation Energy Corporation (CEG) [spinoff from Exelon Corporation (EXC)]
• WK Kellogg Co (KLG) [spin off from Kellanova (K)]

Next Week: 3M and GE plan to split

(4) [No Video Clip for non-Club members] Cramer on Apple: Own it, don’t trade it (https://www.cnbc.com/video/2024/03/28/cramer-on-apple-own-it-dont-trade-it.html)

“Mad Money” host Jim Cramer offers some investing tips to viewers on a range of stocks.

• Why haven’t you recommend Chipotle Mexican (CMG)? –> This was a great stock. My bad.
• What are your thoughts on TSLA? Should I take a loss and move on? –> reluctant to tell to sell, Just hold on, don’t sell
• How do you maintain discipline to sell when you need to? –> When the stock is up, say 50%, I try to take up between 10% to 20% of the stock and let the rest clime.
• Can mining companies expect growth ahead? –> Stocks did not do the job. But what did the job was bullion. You can also do the ETF. I believe in gold and I think you should have 5%-10% of your portfolio and gold as a hedge. I feel the same way about Bitcoin
• Home builders stock (eg. TOL, LEN BLDR) more room to run?  TOL has more room to run. We own Stanley Black & Decker for the club, It has a better yield. They are fine companies
• Does DOJ lawsuit against AAPL alter your own it don’t trade it thesis? –> No. Still own it don’t trade it.
• Could MDT be a future club name? –>It has to be in the bullpen. But I have to leave a position to take on in.

(5) Cramer’s Lightning Round: Leidos is a winner (https://www.cnbc.com/2024/03/28/cramers-lightning-round-leidos-is-a-winner.html)

• Core & Main: “Core & Main is right at the heart of this infrastructure bull market I keep talking about because it does waste water. It is perfectly positioned. Believe it or not, even though it’s just been a horse, it can go higher.”
• Pfizer: “Let’s give Pfizer a chance. They’ve got this really good acquisition that I like of Seagen. Let’s give it some time here.”
• SFL: “People like these things, people like these bulk carriers right now…Do not overstay your welcome in this, it’s been a big run. But it’s going to go a little higher.”
• Leidos: “It’s a defense contractor that’s actually not struggling to get money out of Congress. I think it’s a winner, I don’t want to get off that horse yet.”
• KLA: “KLA is a very good company.”
• Chevron: “That’s Mike Wirth’s company, I’m not going to leave it here. It’s got a 4% yield, it’s doing pretty well.”

Ticker: CNM, PFE, SFL, LDOS, KLAC, CVX

(6) [No Video Clip for non-Club members] Bears thought Amex would fail. It did the opposite, says Jim Cramer (https://www.cnbc.com/video/2024/03/28/bears-thought-amex-would-fail-it-did-the-opposite-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer breaks down the top performers in the Dow’s first quarter.

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): RTX [I am bullish], Sofi (SOFI) [I believe it should be coming up, you should stay with SOFI], Whirlpool Corporation （WHR) [WHR is OK, but prefer Stanley Becker]

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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