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This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Tuesday, November 14, 2023. It also contains links to CNBC sites which contain video clips and transcripts.
(1) Cramer says the economy is headed for a soft landing, but the easy money has already been made (https://www.cnbc.com/2023/11/14/cramer-economy-is-headed-for-a-soft-landing-but-the-easy-money-is-gone.html)
- CNBC’s Jim Cramer celebrated Tuesday’s market rally, spurred by new inflation data that came in below Wall Street’s estimates.
- But he said the “miraculous buying opportunity” is over now that an economic soft landing is on the horizon.
(2) [No Video Clip for non-Club Member] Executive Interview: Dexcom CEO Kevin Sayer goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/11/14/dexcom-ceo-kevin-sayer-goes-one-on-one-with-jim-cramer.html)
Dexcom Chairman, President and CEO Kevin Sayer joins ‘Mad Money’ host Jim Cramer to talk the impact of weight loss drugs on the diabetes market, quarterly earnings and more.
Ticker: DXCM
(3) [No Video Clip for non-Club Member] Jim Cramer compares consumer health companies Haleon and Kenvue (https://www.cnbc.com/video/2023/11/14/jim-cramer-compares-consumer-health-companies-haleon-and-kenvue.html)
‘Mad Money’ host Jim Cramer takes a look at two consumer health companies, Haleon and Kenvue, to judge which stock is better for your portfolio.
Haleon (HLN) Category Kenvue (KVUE) v Portfolio v Growth Valuation & Yield v Balance Sheet v v Miscellaneous (eg. parent company’s ownership structure, litigation exposure) “Bottom Line: When comparing both consumer health names, Hlaleon is the best way to go.”
(4) [No Video Clip for non-Club Member] Executive Interview: We are quite bullish on the future of travel, says Verra Mobility CEO David Roberts (https://www.cnbc.com/video/2023/11/14/we-are-quite-bullish-on-the-future-of-travel-says-verra-mobility-ceo-david-roberts.html)
Verra Mobility CEO David Roberts joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the state of travel, areas where Verra sees growth, legislative tailwinds and more.
Ticker: VRRM
(5) Cramer’s Lightning Round: ‘Too much hype’ for C3.ai (https://www.cnbc.com/2023/11/14/cramers-lightning-round-too-much-hype-for-c3ai.html)
- HubSpot: ’It’s like a mini-Salesforce, it’s got incredible growth, and people like growth again. I think the stock will rally from here.”
- Albemarle: “No…I think lithium’s coming down in price and there’s no reversing it, just, kind of not the right place to be.”
- Chewy: “I think Chewy is bottoming here, but I just don’t know much upside, because think people can get the stuff from Amazon.”
- Leonardo DRS: “I think that the prospects are really great for it.”
- New York Community Bancorp: “No. I just think even with lower rates, it’s just not going to, it’s just a tough, tough environment.”
- Brown-Forman: “It’s a good company, But, you know what, I do believe that as soon as someone starts doing the GLP-1 trial for heavy drinkers, I think people are going to say I’ve got to get out of Brown-Forman.”
- Sarepta Therapeutics: “I’m not there for those guys…They’re just losing a huge amount of money. They’ve broken a lot of hearts. I’m not going there on that one.”
- C3.ai: “They’re not delivering, they’re losing a fortune. Look, I happen to like the founder, Tom Siebel, I’ve known him for years and years. But there’s too much hype there and too much hope there, and I don’t like either ‘H.’”
- US Bancorp: “If you’re going to buy a regional bank, USB, you could do a lot worse than that…It seems very safe to me.”
- CrowdStrike: “I think it’s had legs. I mean, this thing has just been an incredible horse…I’ve been a backer of George Kurtz the whole darn way, and he continues to do well for us, and I say he will continue to do well.”
Ticker: HUBS [rally from here], ALB [not the right place to be], CHWY, DRS, NYCB [MS for charitable trust], BF.B, SRPT, AI, USB, CRWD
(6) Cramer is optimistic coming out of earnings season, says most sectors performed well overall (https://www.cnbc.com/2023/11/14/cramer-is-optimistic-coming-out-of-earnings-season.html)
- CNBC’s Jim Cramer on Tuesday reflected on earnings season, saying it was not disappointing when viewing sectors’ performances as a whole.
- He argued that many stocks were crushed not because of companies’ poor performance, but due to factors like high interest rates.
Other Stocks Discussed (Calls with Audiences): Elf beauty (ELF) [fundamentals are good], Coca-Cola (KO) [I like KO], Celsius (CELH) [I don’t like the buttle ground], Maderna (MRNA) [not followed up with the personalized cancer vaccines and until he does, this stock is going to be stuck in a nut and I don’t want you to be in], CRISPR Therapeutics (CRSP) [do not recommend company that losing money]
Ref: Links to other sites that relate to episode of November 14, 2023
- Google Podcast (Sound）
- Internet Archive（Video & Texts per minute）
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