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This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Monday, November 27, 2023. It also contains links to CNBC sites which contain video clips and transcripts.
(1) Cramer says the market needs ‘some new heroes’ to create a sustainable rally (https://www.cnbc.com/2023/11/27/cramer-says-market-needs-some-new-heroes-to-create-sustainable-rally.html)
- CNBC’s Jim Cramer on Monday discussed how a market rally can be sustainable, with investors paying up for stocks with tangible earnings success.
- “This market needs some new heroes to go higher — at least one, ideally more. Otherwise, we’re going to lapse into that pure multiple expansion thing, which makes the market get more risky than I’d like,” he said.
Market-Moving Groups: (i) AI-Related Stocks (eg. NVDA, MSFT), {ii) PC-Related Stocks, (iii) Food Stocks (MOLZ); cf, LLY [way way too high], (iv) Housing stocks,
(2) [No Video Clip for non-Club Member] Executive Interview: Wix CEO Avishai Abrahami goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/11/27/wix-ceo-avishai-abrahami-goes-one-on-one-with-jim-cramer.html)
Wix Co-Founder and CEO Avishai Abrahami joins ‘Mad Money’ host Jim Cramer to talk implementing AI, Wix Studio and more.
Ticker: WIX
(3) [No Video Clip for non-Club Member] Utilities feel safe to own again as bond yields come down, says Jim Cramer (https://www.cnbc.com/video/2023/11/27/utilities-feel-safe-to-own-again-as-bond-yields-come-down-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks investing in the current market environment and how to benefit from high interest rates.
Peak rate playbook (Utilities): SRE [bullpen for charitable trust], AEP [buy buy buy], ETR, SO, PCG
(4) Executive Interview: Microsoft security executive calls generative AI a ‘super power’ for the field (https://www.cnbc.com/2023/11/27/microsoft-security-executive-calls-generative-ai-a-super-power.html)
- In a Monday interview with CNBC’s Jim Cramer, Microsoft security executive Vasu Jakkal described how generative AI is essential to its cybersecurity business.
- “We have the super power of generative AI, which is helping us defend at machine speed and scale, especially given the cybersecurity talent shortage,” she said.
Ticker: MSFT
(5) Cramer’s Lightning Round: ‘I remain a buyer’ of SoFi (https://www.cnbc.com/2023/11/27/cramers-lightning-round-i-remain-a-buyer-of-sofi.html)
- Barrick Gold: “I think it goes up. Remember, it’s an insurance program…Can’t expect to make too much money on insurance, but I still think you will.”
- Generac: “I think down here, it’s ok…Turned out it had a lot more to do with interest rates than we thought…Interest costs have gone down, so I think Generac could have another ten, 15 points to run. Please hold onto it.”
- Golden Ocean: “It’s the best of a lot that I candidly do not like…Those companies have historically gone boom, bust…It just had boom. I fear bust.”
- Guardant Health: “It does gene sequencing, and I’d much rather see [you], honestly, in a Danaher…”
- SoFi: “I say you stay long SoFi. Remember, this stock is up substantially from where it was in the spring. I think Noto’s doing a great job. I remain a buyer.”
- Walgreens: ”…Cut that dividend in half and be able to start showing a plan. They have no plan. Without a plan, I can’t recommend it.”
Ticker: GOLD, GNRC, GOGL, GH , SOFI, WBA
(6) After strong e-commerce sales during Black Friday, Jim Cramer explains how new technology enables success of smaller businesses (https://www.cnbc.com/2023/11/27/cramer-explains-how-new-tech-enables-success-of-smaller-businesses-.html)
- CNBC’s Jim Cramer on Monday described how new technology has helped small and medium-sized businesses become successful.
- He said business owners are empowered by new and fairly accessible tools that help them succeed despite the Federal Reserve’s rate hikes.
Ticker: SHOP, WIX, INTU, TWLO
Other Stocks Discussed (Calls with Audiences): Best Buy (BBY) [buy buy buy, inexpensive and 5% yield], Costco (COST), Cisco Systems (CSCO) [hold on, watch 2 quarters before decide], Biogen (BIIB) [expect something big happen next year like other companies]
Ref: Links to other sites that relate to episode of November 27, 2023
- Google Podcast (Sound）
- Internet Archive（Video & Texts per minute）
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