Mad Money: 2023年11月27日(月)の放送の要点

2023年11月27日(月)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ＆トランスクリプト（英文）が掲載されているCNBCサイトへのリンクも併記しています。

(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]

参考: この日の放送に関するその他のサイトへのリンク 

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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