Mad Money with Jim Cramer – April 3, 2025 (Thur): Key Points & Links｜要点・関連リンク

[Jun Kurema (暮眞★潤)]

This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on April 3, 2025, with links to CNBC articles, videos, and English transcripts.

2025年4月3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) Jim Cramer says investors should follow the post-dot-com-bubble playbook (https://www.cnbc.com/2025/04/03/jim-cramer-investors-should-follow-the-post-dot-com-bubble-playbook-.html)

• As stocks cratered Thursday following Trump’s tariff announcements, CNBC’s Jim Cramer recommended investors follow the playbook used after the dot-com bubble burst.
• Cramer highlighted sectors like health care, utilities and telecommunications as potential outperformers.
• Industries like tech may become attractive again in the future but should be pared back for now, Cramer said.

We have to buy domestic companies with pricing power that do well in a slowdown

(1) Drug Middlemen: Cardinal Health (CAH), McKesson Corp (MCK), Cencora (COR); (2) Drug Co. [you should own at least one): Bristol Myers (BMY), Abbott Labs (ABT), AbbVie (ABBV); United Health (UNH), Cigna Group (CI); (4) Financial Technology company without any credit risk: Intercontinental Exchange (ICE), Mastercard (MA), Visa (V), (5) Telecommunications; AT&T (T), Verizon (VZ), (6) Value Retailers: TJX Companies (TJX), Costco (COST), (7) Defense Cos.: Boeing (BA), Lockheed Martin (LMT), (8) Consumer Goods: P&G (PG), Coca-ola (KO), Kimberly Clark (KMB); (9) Utilities DUK, AEP, ED, (10) RETSL Ventas (VTR), Reality Income (O) , (11) Insurance: Chubb (CB) Hartford Final (HIG), (11) Others: Waste Management (WM), Capital One (COF) [will buy more for the charitable trust), NVidia (NVDA)

 

(2) [No Video Clip for non-Club members] Jim Cramer explains why the tariff math isn’t adding up (https://www.cnbc.com/video/2025/04/03/jim-cramer-explains-why-the-tariff-math-isnt-adding-up.html)

‘Mad Money’ host Jim Cramer explains why the tariff math isn’t adding up.

 

(3) [No Video Clip for non-Club members] I think the environment has changed in Carvana’s favor, says Jim Cramer (https://www.cnbc.com/video/2025/04/03/i-think-the-environment-has-changed-in-carvanas-favor-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks stocks that could stand to benefit from the tariffs.

Ticker: CVNA, KMX [I like them both]

 

(4) [No Video Clip for non-Club members] Executive Interview: Barrick Gold CEO Mark Bristow goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/04/03/barrick-gold-ceo-mark-bristow-goes-one-on-one-with-jim-cramer.html)

Barrick Gold President and CEO Mark Bristow joins ‘Mad Money’ host Jim Cramer to talk tariff impacts, rising gold prices, and more.

Ticker: GOLD

 

(5) Lightning Round: CME is exactly where you should be, says Jim Cramer (https://www.cnbc.com/video/2025/04/03/lightning-round-cme-is-exactly-where-you-should-be-says-jim-cramer.html)

Mad Money’ host Jim Cramer weighs in on stocks including: Louisiana-Pacific, Ubiqiti, Terdyne, and CME Group.

Ticker: LPX [not a buy], UI [expensive stock], TER [not buy yet], CME [buy buy buy, Fintech without credit risk]

 

(6) [No Video Clip for non-Club members] Today we witnessed a ‘multiple compression’, says Jim Cramer (https://www.cnbc.com/video/2025/04/03/today-we-witnessed-a-multiple-compression-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer on what Trump’s tariffs could mean for the U.S. labor market.

 

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): ConocoPhillips (COP) [I will buy it; let it down another 3 point], Freeport-McMoRan (FCX) [hold; n=buy GOLD], Kraft Heinz (KHC), [Canaigra is better], Stellantis (STLA) [bad house in a bad neighborhood], Goodyear Tire (GT)[ value trap], ABM Industries (ABM) [I like the stock]

 

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）
• InternetArchive（Video & Texts per minute /1分毎のビデオ＆テキスト）

 

Disclaimer/ 免責事項

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