Mad Money: 2023年12月1日(金)の放送の要点

2023年12月1日(金)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’s week ahead: Pay attention to Friday’s labor report, the ‘great rate arbiter’ (https://www.cnbc.com/2023/12/01/cramers-week-ahead-pay-attention-to-fridays-labor-report.html)

• CNBC’s Jim Cramer on Friday told investors what to focus on in the upcoming week.
• He said buyers are broadening their investments beyond the “Magnificent Seven” as rates fall, adding that next week’s labor report could indicate whether they will stay low.

(2) [No Video Clip for non-Club Member] If Wall Street stops hating consumer staples then PG is a winner, says Jim Cramer (https://www.cnbc.com/video/2023/12/01/if-wall-street-stops-hating-consumer-staples-then-pg-is-a-winner-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at the consumer staples stocks that could benefit from peak rates.

Peak rate playbook — Consumer Staples : PG [buy buy buy, held by chartable trust], KMB, PEP, STZ [another charitable trust name] , TSN

(3)  [No Video Clip for non-Club Member] Jim Cramer grades viewer portfolios on diversification (https://www.cnbc.com/video/2023/12/01/jim-cramer-grades-viewer-portfolios-on-diversification.html)

‘Mad Money’ host Jim Cramer answers viewer questions on portfolio diversification.

• ABNB, UBER, AXON, PLTR, YOU –> Remove PLTR and add healthcare (UNH) , no room for YOU, buy CAT
• AZO, BKNG, BRK.B, NVR, NVDA –> Diversified
• AAPL, PG, MSFT, LLY, DEER –> Diversified
• NVDA, RCUS, TSMC, LCID, DD — > Remove TSMC and add CAT
• WYNN, COST, BA, CRM, TCBK –> diversified

(4) [No Video Clip for non-Club Member] Executive Interview: Jacobs Solutions CEO Bob Pragada goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/12/01/jacobs-solutions-ceo-bob-pragada-goes-one-on-one-with-jim-cramer.html)

Jacobs Solutions CEO Bob Pragada sits down with ‘Mad Money’ host Jim Cramer to talk the engineering and construction sector, the impact of weight loss drugs, cost-optimization and more.

Ticker: J

(5) Cramer’s Lightning Round: ImmunityBio is ‘a very risky stock’ (https://www.cnbc.com/2023/12/01/cramers-lightning-round-immunitybio-is-a-very-risky-stock.html)

• Palantir: “I like these guys.”
• Trane: “I like Trane so much…I still like it, even up here.”
• Walmart: “Man, that stock goes down every day. You know why? Because it used to go up every day. I think this is a good level to start buying Walmart…But Costco is better.”
• ImmunityBio: “This is a company that’s losing a lot of money. It’s a company that if they don’t get the approval that you want, it could be dangerous. As long as you accept the risk, than I’m fine, but it’s a very risky stock.”
• Ellington Financial: “I don’t know what they own…I’m going to have to be a little more circumspect than you are.”
• Air Lease Corp.: “I like Air Lease Corp. But I got to tell you, if you like Air Lease, you’re going to love Boeing.”

Ticker: PLTR, TT, WMT, IBRX, EFC, AL

(6) Cramer’s optimistic on retail stocks’ performance and consumer spending during the holiday season (https://www.cnbc.com/2023/12/01/cramers-optimistic-on-retail-stocks-performance-.html)

• CNBC’s Jim Cramer on Friday said retail stocks have performed surprisingly well during the holiday season so far and are poised to continue to do so during Christmas.
• “It’s beginning to look a lot like Christmas and the news from the most important front, retail, indicates it’s the most wonderful time of the year for business, not to mention the most beaten down stocks in the entire market,” he said.

Ticker: PVH, FL, VSCO

Other Stocks Discussed (Calls with Audiences):　McDonald (MCD) [stay long], Penske Automotive (PAG) [it’s not my cup of tea but if you wan to own one that might be one], Coterra (CTRA) [a winner]

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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