Mad Money: 2023年12月20日(水)の放送の要点

2023年12月20日(水)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) Jim Cramer says investors should remember the optionality of 6 of the Magnificent 7 (https://www.cnbc.com/2023/12/20/jim-cramer-says-investors-should-remember-the-optionality-of-6-of-the-magnificent-7.html)

• Jim Cramer said investors should remember the tremendous optionality of six of the Magnificent Seven.
• “The Magnificent Seven have the most optionality of any publicly traded companies in modern history,” Cramer said. “To sell any of them is to forget that they have this kind of incredible power.

(2) [No Video Clip for non-Club Member] Jim Cramer answers questions from Investing Club members (https://www.cnbc.com/video/2023/12/20/jim-cramer-answers-questions-from-investing-club-members.html)

‘Mad Money’ host Jim Cramer takes questions from Investing Club members.

• when to sell growth stock (ELF)? –> not sell until you get house money
• On what percentage do you consider a short position too high? When do you think it is a good time to buy overly shorted stocks? –> we do not play that game, (eg. AFIRM, UPST), if you don’t like the company don’t play even if short position is high
• defense stock recommendation –> RTX, Also like LHX
• Why don’t you consider LLY as an “own it don’t trade” kind of stock? –> because we got wrong
• ABNB, should I take a profit? –>  yes, take a profit because it moved up so rapidly, you will get a better chance
• Are there any companies that will benefit from the chips act that have not already run? –> Quanta (PWR), probably the cleanest
• high dividend vs growth –> if you just care about getting income, makes more attractive, high dividend yield stocks much more attractive. our favorite dividend stock right now is SWK

(3) [No Video Clip for non-Club Member] I bet IBM has more room to run, says Jim Cramer (https://www.cnbc.com/video/2023/12/20/i-bet-ibm-has-more-room-to-run-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at IBM and how to play the stock in the current market.

Ticker: IBM

(4) [No Video Clip for non-Club Member] FedEx’s problems aren’t bad enough to give up on the stock, says Jim Cramer (https://www.cnbc.com/video/2023/12/20/fedexs-problems-arent-bad-enough-to-give-up-on-the-stock-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks FedEx results and why it might not be time to cash out just yet.

Ticker: FDX

(5) [No Video Clip for non-Club Member]  Lightning Round: Ring the register on Pinterest, let it come in a little, says Jim Cramer (https://www.cnbc.com/video/2023/12/20/lightning-round-ring-the-register-on-pinterest-let-it-come-in-a-little-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer weighs in on stock including: RadNet, Bausch Health Companies, Rocket Companies, Pinterest and

Ticker: RadNet (RDNT), Bausch Health Companies (BHC), Rocket Companies (RKT), Pinterest (PINS), (LRCX)

(6) [No Video Clip for non-Club Member] The scariest thing about the VFC hack is that it isn’t done, says Jim Cramer (https://www.cnbc.com/video/2023/12/20/the-scariest-thing-about-the-vfc-hack-is-that-it-isnt-done-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer zeros in on cybersecurity after the recent VFC cyberattack.

Other Stocks Discussed (Calls with Audiences): Pioneer Natural Resource (PXD) [just sell it and take a gain], Nvidia (NVDA) [amazing company], Pfizer (PFE) [they don’t have a good enough pipeline; sell when it reaches $32] , MongoDB (MDB) [buy more], Qualcomm (QCOM) [we bought it wrong and sold it wrong; this stock is a sale even up here], AT&T (T) [hold. it is getting better]

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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