Mad Money: 2024年1月3日(水)の放送の要点

2024年1月3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) Cramer says the market has ‘momentarily fallen out of love’ with the Magnificent Seven (https://www.cnbc.com/2024/01/03/-cramer-says-market-has-fallen-out-of-love-with-magnificent-seven.html)

• CNBC’s Jim Cramer on Wednesday said Wall Street is shifting away from the mega cap tech stocks, “Magnificent Seven,” instead focusing on dividend-paying stocks.
• Cramer attributed this change in part to a growing number of investors who believe the Federal Reserve is going to start cutting interest rates, making dividend-paying stocks more valuable.

(2) [No Video Clip for non-Club Member] Jim Cramer looks back at the S&P 500′s top performers in 2023 (https://www.cnbc.com/video/2024/01/03/jim-cramer-looks-back-at-the-sp-500s-top-performers-in-2023.html)

‘Mad Money’ host Jim Cramer takes a look back at the S&P 500′s top performer for 2023 and what’s ahead for them in 2024.

Best of S&P500: Nvidia (NVDA), Meta Platforms (META), Royal Caribbean (RCL), Builders FirstSource (BLDR), Uber (UBER)

(3) [No Video Clip for non-Club Member]Jim Cramer looks back at the S&P 500′s worst performers of 2023 (https://www.cnbc.com/video/2024/01/03/jim-cramer-looks-back-at-the-sp-500s-worst-performers-of-2023.html)

‘Mad Money’ host Jim Cramer looks back at the S&P 500′s worst performers of 2023.

Worst S&P 500 Performer: Enphase (ENPH), EMC Corp (FMC), Dollar General (DG), Moderna (MRNA), Pfizer (PFE)

(4) [No Video Clip for non-Club Member] The market might have gotten ahead of itself betting on a friendly Fed, says Jim Cramer (https://www.cnbc.com/video/2024/01/03/the-market-might-have-gotten-ahead-of-itself-betting-on-a-friendly-fed-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks over today’s release of the December Fed minutes and what they tell us about the year ahead for interest rates.

(5) Cramer’s Lightning Round: Equitrans Midstream is ‘very solid’ (https://www.cnbc.com/2024/01/03/cramers-lightning-round-equitrans-midstream-is-very-solid.html)

• Equitrans Midstream: “Very solid. Good growth, good yield. I like their profile.”
• IonQ: ”…I don’t think it holds up under close scrutiny…I say ix-nay IonQ-nay.”
• BorgWarner: “You can’t sell that thing down here…You stay long, don’t get discouraged.”
• LendingTree: “I think that’s going to be hard…I just don’t think you’re going to get a lot of mojo out of that thing.”
• Longboard Pharmaceuticals: “My inclination is to think that we just have to say we missed the Longboard Pharma move. Because when I see a parabolic move like that, I know I am not early.”
• Jabil: “They had a not great quarter, and the stock didn’t go down. When I see that kind of activity, it kind of piques my interest. I’d be a buyer, not a seller, of Jabil.”

Ticker: ETRN, IONA, KTOS, BWA, TREE, LBPH, JBL

(6) Jim Cramer on selling Big Tech shares: ‘No one ever got hurt taking a profit’ (https://www.cnbc.com/2024/01/03/jim-cramer-says-to-go-ahead-and-take-a-profit-on-big-tech-gains.html)

• CNBC’s Jim Cramer on Wednesday said that profit-taking is important, even if it’s hard to let go of some winning shares.
• He said it’s time to take profits in last year’s big tech winners, and there may be a chance to buy back shares at a lower price.

Ticker: AAPL, TSLA, META

Other Stocks Discussed (Calls with Audiences): Carnival Corp (CCL) [Royal Caribbean has better balance sheet], Alphabet (GOOG) [not expensive, but I concerned GOOG most among magnificent 7], PayPal (PYPL) [Alex who is running the company is a winner. If he delivers a good quarter we will know that they are back and bigger than we expected], Lulu Lemon (LULU) [I am a big believer on LULU, let it come down and buy], Energy Transfer (ET) [good]

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

Disclaimer

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