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This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Friday, January 13, 2023. It also contains links to CNBC sites which contain video clips and transcripts.
(1) Cramer’s week ahead: Wait before trading on company earnings (https://www.cnbc.com/2023/01/13/cramers-week-ahead-wait-before-trading-on-company-earnings.html)
- CNBC’s Jim Cramer on Friday warned investors not to make trading decisions fresh off a company’s earnings report.
- Stocks made a comeback on Friday after falling initially on quarterly earnings reports and recession warnings from major banks
(2) Homework: Cramer says this specialty materials stock fits his investing mantra’s requirements (https://www.cnbc.com/video/2023/01/13/cramer-says-this-specialty-materials-stock-fits-his-investing-mantras-requirements.html)
Cramer named a stock that fits his investing mantra.
Ticker: MATV [Bottom Line: “If you feel sanguine about the economy, you’ve got my blessing to buy MATV.”]
(3) Cramer explains why recent rallies in meme stocks is a red flag for the market (https://www.cnbc.com/video/2023/01/13/cramer-explains-why-recent-rallies-in-meme-stocks-is-a-red-flag-for-the-market.html)
Cramer explained why recent rallies in Carvana and Bed Bath & Beyond don’t bode well for the market.
Ticker: CVNA, BBBY [Bottom Line: “If you own either CVNA or BBBY, I’d ring the register up here.”]
(4) [No Video Clip] Am I diversified? Jim Cramer makes the call (https://www.cnbc.com/video/2023/01/13/am-i-diversified-jim-cramer-makes-the-call.html)
Cramer analyzed investors’ portfolios and explained whether they should be more diversified.
- AAPL, DIS, FCN, FNV, JNJ — diversified
- PLTR [terrible], SNOW, DDOG, SG, WING — two restaurant stocks (SG and WING) and two tech stocks (PLTR and DDOG) –> throw out SG, keep DDOG, add UNH, get rid of PLTR, get RTX
- AU [prefer GOLD to AU], PANW, GOOGL, FND, SRE — perfect
- DUK, AAPL, PG, UPS [prefer FDX to UPS], KO — terrific portfolio
(5) Cramer’s lightning round: Costamare is not a buy (https://www.cnbc.com/2023/01/13/cramers-lightning-round-costamare-is-not-a-buy.html)
- Costamare Inc: “I don’t like [the] container ship business. And the rates are falling. I’m not going to say, buy that.”
- Lamar Advertising Co: “They are in a business that is in a serious recession right now. So, I am going to have to say no to that.”
- Torm PLC: “People love the tankers because they look so compelling. That one’s moved. The train has left.”
- Splunk Inc: “We are betting with, not against, Splunk.”
- Taiwan Semiconductor Manufacturing Co Ltd: “Taiwan Semi is just a very, very good company. … You just let that one run.”
Ticker: CMRE, LAMR, TRMD, SPLK, TSM,
(6) [No Video Clip] Jim Cramer gives his take on BlackRock, Disney and shareholder democracy (https://www.cnbc.com/video/2023/01/13/jim-cramer-gives-his-take-on-blackrock-disney-and-shareholder-democracy.html)
Cramer offered his thoughts on BlackRock and what could be its role in Disney’s proxy fight against Trian Fund Management.
Ticker: BLK, DIS
Other Stocks Discussed (calls with audience): Raytheon Technologies (RTX) [buy buy buy, but not until Thursday], Under Armour (UAA) [has NKE as a hard competitor], 3M (MMM) [Yellow flag, 2 litigations which is too tough]
Ref: Links to other sites that relate to episode of January 13, 2023
- Google Podcast (Sound）
- Internet Archive（Video & Texts per minute）
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