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This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on January 2, 2024, with links to CNBC articles, videos, and English transcripts.
2024年1月2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) Cramer makes market predictions for 2024, says investors may be rotating out of tech (https://www.cnbc.com/2024/01/02/jim-cramer-makes-market-predictions-for-2024.html)
- Jim Cramer shared some of his market predictions for 2024.
- He said investors may start to take profits in 2023′s high-performing tech stocks and buy up shares of companies that have been beaten down.
(2) & (3) Jim Cramer examines the Dow’s best and worst performers of 2023 (https://www.cnbc.com/2024/01/02/jim-cramer-examines-the-dows-best-and-worst-performers-of-2023.html)
- Salesforce: Cramer lauded Salesforce CEO Marc Benioff for welcoming feedback from several activist investors, namely Elliot Management. As a result, Cramer said the company was able to make changes that boosted profitability.
- Intel: To Cramer, Intel’s success last year is due to CEO Pat Gelsinger’s “relentless enthusiasm” and ability to bring the company’s product line up to date.
- Microsoft: This tech giant managed to successfully embrace new artificial intelligence technology, Cramer said. Microsoft bought a large portion of OpenAI, the company behind popular generative AI tool ChatGPT, and also managed to profit off of its own AI product, he added.
- Apple: Cramer acknowledged that many investors are wary of Apple’s stock, but said he thinks the company has promising future sales prospects in numerous countries, including Brazil, the Philippines and Indonesia. However, he cautioned that Apple’s rally has been so strong that it may not be sustainable for now.
- Boeing: To Cramer, Boeing suffered from operational issues and management that “seemingly couldn’t shoot straight.” But the company saw success because of a global plane shortage, and it is one of the only companies that can operate at the necessary scale.
Top Dow Performers of 2023: Salesforce (CRM) [held by charitable trust], Intel (INTC), Microsoft (MSFT) [it’s time to trim], Apple (AAPL), Boeing (BA)
- Walgreens: Cramer noted Walgreens’ leadership shakeup this year may have caused its stock to suffer. And although he said drugstores may feel like a “dying industry,” Walgreens may benefit from competitor Rite Aid’s bankruptcy and continue its transition into healthcare.
- Chevron: Chevron stumbled this year because of a prolonged drop in the price of crude oil, Cramer said.
- Johnson & Johnson: Johnson & Johnson has been plagued by ongoing litigation alleging that its talc-based products cause cancer, and Cramer said its legal strategy so far has proved inadequate. Courts rejected the company’s bankruptcy claims, and it may have to pay billions to resolve these issues.
- 3M: Like Johnson & Johnson, 3M was faced with serious lawsuits that accused the company of polluting drinking water with “forever chemicals.” But unlike Johnson & Johnson, 3M managed to reach a settlement deal worth billions, and Cramer said he thinks the company can move forward now that major lawsuits are in the past.
- Coca-Cola: Despite strong sales and earnings, Cramer said fears of recession and weight loss drugs’ effect on the market brought Coca-Cola’s stock down.
Dogs of the 2023: Walgreens Boots Alliance (WBA), Chevron (CVX), Johnson & Johnson (JNJ), 3M (MMM), Coca Cola (KO), Nike (NIKE)
(4) [No Video Clip for non-Club Member] Off-the-Chart: Some groups are running out of steam, new ones should be taking their place: Jim Cramer on markets (https://www.cnbc.com/video/2024/01/02/some-groups-are-running-out-of-steam-new-ones-should-be-taking-their-place-jim-cramer-on-markets.html)
‘Mad Money’ host Jim Cramer hits the charts for a lookahead into 2024.
cf. Williams’ Accumulation/Distribution Index
(5) Cramer’s Lightning Round: ‘Move on’ from Tidewater (https://www.cnbc.com/2024/01/02/cramers-lightning-round-move-on-from-tidewater.html)
- Unilever: ”…Buy long-standing [CNBC Investing Club Charitable Trust] name Procter & Gamble.”
- Cheniere Energy: “I like Cheniere.”
- Tidewater: “It’s moved too much…I say move on from Tidewater.”
- Costco: “It’s great long term…I know that it can get hit, it has periodically gotten hit, and you have to have room to be able to buy more, that’s been the nature of the beast…I think you’re in great shape, you just can’t look at it every day.”
- Essential Properties: ”…I like letter ‘O,’ that’s the one I’ve investigated the most, Realty Income, and that one I’ve been behind, and it’s been a nice run, and I’m going to stay with it.”
- Biomea Fusion: “You shouls buy it. This is a spec, and if you can put away enough money that it won’t hurt you if it goes to zero, then you do it. Because a lot of these are getting bids.”
Ticker; UL, LNG, TDW, COST, EPRT, BMNA
(6) [No Video Clip for non-Club Member] Discipline always trumps conviction, says Jim Cramer on investing (https://www.cnbc.com/video/2024/01/02/discipline-always-trumps-conviction-says-jim-cramer-on-investing.html)
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): Maderna (MRNA) [price of MRNA is too cheap, company we love that has revolutionary technology], Chipotle (CMG) [you should trim up ], On Holdings (ONON) [I am a believer of ONON], Kraft (KFT), Hershey (HSY) [hold], Pfizer (PFE), Bristol Myers (BMY), Alibaba (BABA)
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）
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