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This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Thursday, January 4, 2024. It also contains links to CNBC sites which contain video clips and transcripts.
(1) Jim Cramer says new leaders will catch Wall Street’s eye in January (https://www.cnbc.com/2024/01/04/jim-cramer-says-new-leaders-will-catch-wall-streets-eye-in-january.html)
- CNBC’s Jim Cramer on Thursday predicted the market will continue to broaden throughout the month of January.
- Investors are looking beyond Big Tech, and stocks from a variety of sectors are seeing significant percentage gains, he said.
Ticker: AXP, FHN, HD, DG, MRK, ALL, GM, VZ, MSFT, AMZN
(2) [No Video Clip for non-Club Member] Jim Cramer takes a look at the top Nasdaq performers of 2023 (https://www.cnbc.com/video/2024/01/04/jim-cramer-takes-a-look-at-the-top-nasdaq-performers-of-2023.html)
‘Mad Money’ host Jim Cramer looks back at last year’s top performers on the Nasdaq.
Top Nasdaq Performer of 2023: Nvidia (NVDA), Meta (META), CrowdStrike (CRDW), Palo Alto Network (PANW), AMD (AMD) , MongoDB (MDB), DoorDash (DASH)
(3) Jim Cramer reviews the worst performers on the Nasdaq-100 in 2023 (https://www.cnbc.com/2024/01/04/jim-cramer-reviews-the-worst-performers-on-the-nasdaq-100-in-2023.html)
- Moderna: Cramer noted that this pharmaceutical giant was also one of the bottom stocks on the S&P 500 last year, suggesting it may still be suffering from a post-Covid hangover.
- Illumina: Cramer likened this diagnostic equipment manufacturer to Moderna, a company that saw success during the pandemic but has since “failed to find its next act.” Illumina’s stock has also been tainted by a botched $7 billion acquisition of GRAIL, an outfit that makes cancer screening tests. The status of the deal has been in limbo for a few years, and Cramer advised investors to wait for clarity on that front before taking any action.
- Walgreens: The household retail pharmacy name beat Wall Street’s revenue expectations in its Thursday earnings report, but shares plunged after the company slashed its quarterly dividend almost in half. Cramer said he’s encouraged by the company’s earnings and suggested it may be worth another look now that the stock’s price has dipped. Walgreens was the worst performer of the Dow 30 in 2023.
- Exelon: Exelon was the worst performer of the utilities, Cramer said, but he’s not surprised — many dividend stocks suffered in 2023 thanks to relentless interest rate hikes.
- American Electric Power: Cramer said he’d recommend American Electric Power over Exelon, saying it’s a “much safer bet.” He was encouraged by the company’s November earnings results and the CEO’s assertion that healthy economic growth in numerous service areas drove the solid quarter.
- PayPal: Although there were many tech winners in 2023, PayPal was not one of them, Cramer said. He said the company’s core digital payments offering was no longer unique, challenged by giants like Apple and Amazon
Worst Nasdaq Performer of 2023: Moderna (MRNA), Illumina (ILMN), Walgreens (WBA), Exelon (EXC), American Electric Power (AEP), Xcel Energy (XEL), PayPal (PYPL)
(4) [No Video Clip for non-Club Member] Jim Cramer goes one-on-one with JPMorgan’s Lisa Gill (https://www.cnbc.com/video/2024/01/04/jim-cramer-goes-one-on-one-with-jpmorgans-lisa-gill.html)
‘Mad Money’ host Jim Cramer talks with JPMorgan’s Lisa Gill about JPMorgan’s healthcare conference, the space as a whole, what new weightloss drugs mean for the industry and more.
(5) Cramer’s Lightning Round: General Electric is ‘the real deal’ (https://www.cnbc.com/2024/01/04/cramers-lightning-round-general-electric-is-the-real-deal.html)
- Citigroup: “I say ix-nay Citi-nay. I like Wells Fargo.”
- Altria: “I don’t recommend the tobacco companies.”
- RayzeBio: “That ship has sailed.”
- Palantir: “They should come on the show and talk about that last quarter, it was pretty good.”
- Lithia Motors: “I happen to like the auto dealers here. I like CarMax, the magnificent, and then I like Lithia.”
- General Electric: “They are doing some great things with aerospace, they are an inexpensive stock, even up here…These guys are the real deal, I like them even more than Boeing. I like aerospace.”
- Matador Resources: “I happen to like the company…But, remember, I am a Coterra person.”
- WK Kellogg: “This is a complicated story, and the reason why it’s complicated is because it doesn’t have a lot of growth, and it doesn’t have a lot of yield. I actually prefer the Kellanova to that one…But I’m not jumping up and down on any food stocks here.”
Ticker: C [sell sell sell, I like WFC], MO [don’t recommend tabaco stock], PYZB [buy BMY], PLTR [they should come on the show], LAD [I like CarMax and Rivian], GE [inexpensive even at this level, like more than BA], MTDR [I like a company, but I am a CTRA person], KLG [not have like growth or yield
(6) [No Video Clip for non-Club Member] I am seeing higher prices and lower volumes with consumer product companies, says Jim Cramer (https://www.cnbc.com/video/2024/01/04/i-am-seeing-higher-prices-and-lower-volumes-with-consumer-product-companies-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer looks at the state of the consumer and how inflation is impacting consumer goods.
Carrefour
Other Stocks Discussed (Calls with Audiences): Danaher (DDR) [Should be bought], FedEx (FDX) [wish bought for charitable trust], Dow (DOW) [buy buy buy], Cisco (CSCO) [not this quarter] , Paramount (PARA), Citizens Financial Group (CFG), KeyCorp (KEY) [buy KEY]
Ref: Links to other sites that relate to episode of January 4, 2024
- Podcast (Sound from Spotify）
- Internet Archive（Video & Texts per minute）
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