Mad Money: 2022年12月23日(金)の放送の要点

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    • #16034
      暮眞★潤 (Jun Kurema)
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      2022年12月23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 warns investors not to repeat this year’s mistakes when it comes to tech stocks (https://www.cnbc.com/2022/12/23/cramer-warns-investors-not-to-repeat-this-years-mistakes-when-it-comes-to-tech-stocks.html)

      • CNBC’s Jim Cramer on Friday warned investors to exercise caution when approaching mega-cap tech stocks that got hammered this year.
      • “If we see these stocks creeping back up to their old levels. … Let’s remember that prices do matter, and we don’t want to get burned the next time they go too high,” he said.

      Ticker: TSLA, META, VNDA, AMZN, GOOGL, MSFT, AAPL

       

      (2) Jim Cramer likes these 7 consumer discretionary stocks for 2023 (https://www.cnbc.com/2022/12/23/jim-cramer-likes-these-7-consumer-discretionary-stocks-for-2023.html)

      • CNBC’s Jim Cramer on Friday offered investors a list of seven stocks he believes could be great additions to investors’ portfolios.
      • “While most consumer discretionary stocks have been horrendous this year, we’ve had some pools of strength, too, and many of them can work in 2023,” according to Cramer.

      Ticker: GPC, ORLY, AZO, (LVS, WYNN, MGM, VICI,) ULTA, TJX, YUM, SBUX

       

      (3) [No Video Clip] Am I diversified? Jim Cramer makes the call (https://www.cnbc.com/video/2022/12/23/am-i-diversified-jim-cramer-makes-the-call.html)

      Cramer reviewed investors’ portfolios and gave his take on whether they need more diversification.

      • ABNB, MP, TSLA, AMZN, CTRA — diversified
      • COST, WFC, FLNG, RPRX, CB — diversified
      • F, DAL, CAT, DVN, PLUG [too speculative]  — remove PLUG add LIN
      • MCK, GOOG, UBER, GNRC, CVX [Charitable trust sold CVX] — Remove GNRC, add F
      • BAC, AMZN, AAPL, F, SPWR — Diversified

      (4) Jim Cramer says he likes these 3 communication services stocks for 2023 (https://www.cnbc.com/2022/12/23/jim-cramer-says-he-likes-these-3-communication-services-stocks-for-2023.html)

      • CNBC’s Jim Cramer offered investors a list of three communications services stocks that are buys in an otherwise “untouchable” group.
      • The communication services sector, one of 11 in the S&P 500, includes classic telecommunications companies, media and entertainment companies and some large internet companies.

      Ticker: TMUS, (ATVI, OMC, T,) DIS, NFLX

       

      (5) Cramer’s lightning round: I love Eagle Materials (https://www.cnbc.com/2022/12/23/cramers-lightning-round-i-love-eagle-materials.html)

      • Eagle Materials Inc: “I love Eagle Materials. We’ve got so much money coming for infrastructure from the federal government.”
      • Healthcare Realty Trust Inc: “Too dangerous. … We’re going to have to stay away.”
      • Energy Transfer LP: “I think it’s a [buy].”
      • Apple Inc: “I’m still urging people to own it, don’t trade it, but I accept the fact that it’s going lower before it goes higher.”
      • Mativ Holdings Inc: “We’re not going to opine. … We’re going to do some homework and we’re going to come back.”
      • Mosaic Co: “I still think the fertilizers work. I am not giving up on them.”
      • Cellebrite DI LTD: “I’m going to have to take a pass. Need to do too much more work on it.”
      • SoFi Technologies Inc: “I think that SoFi, it’s finally going to be [CEO] Anthony Noto’s year. I genuinely believe it.”

      Ticker: EXP, HR, ET, AAPL, MATV, MOS, CLBT, SOFI

       

      (6) [No Video Clip] Jim Cramer reviews the companies that went public in recent years and whose stocks failed to take off (https://www.cnbc.com/video/2022/12/23/jim-cramer-reviews-the-companies-that-went-public-in-recent-years-and-whose-stocks-failed-to-take-off.html)

      Cramer went over the companies that went public in 2021 and 2022 but ultimately saw their stocks tank.

       

      Other Stocks Discussed (calls with audience): General Holdings (GNRC), PayPal (PYPL)

       

      参考: この日の放送に関するその他のサイトへのリンク 

      Disclaimer

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