Mad Money: 2023年11月28日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年11月28日(火)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 rebuts the bear cases against the ‘Magnificent Seven’ tech stocks (https://www.cnbc.com/2023/11/28/jim-cramer-rebuts-bear-cases-against-magnificent-seven-tech-stocks.html)

• CNBC’s Jim Cramer on Tuesday reaffirmed why he thinks the bear theses for the “Magnificent Seven” mega-cap tech stocks won’t hold up.
• The Magnificent Seven are Apple, Amazon, Alphabet, Nvidia, Meta, Microsoft and Tesla.
• “Despite these rebuttals, I think their success in 2023 made each of these stocks into their own worst enemy,” Cramer said.

 

(2) [No Video Clip for non-Club Member] I am very bullish on energy infrastructure, says Jim Cramer (https://www.cnbc.com/video/2023/11/28/i-am-very-bullish-on-energy-infrastructure-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer finds places to profit from high interest rates including the energy infrastructure sector.

Peak rate playbook: MLP & Pipelines EPD, ET, ENB, OKE, CQP

 

(3) [No Video Clip for non-Club Member] Off-the-Chart: Jim Cramer hits the charts to plot the S&P 500′s 2024 course (https://www.cnbc.com/video/2023/11/28/jim-cramer-hits-the-charts-to-plot-the-sp-500s-2024-course.html)

‘Mad Money’ host Jim Cramer hits the charts on the S&P 500 to get a better idea about how next year could shape up.

“Bottom Line: The charts suggest the S&P could be in for turbulence, but will keep climbing…at the same time, she thinks TESLA’s got more room to run.”

 

(4) [No Video Clip for non-Club Member] Executive Interview: Dow Inc. CEO Jim Fitterling goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/11/28/dow-inc-ceo-jim-fitterling-goes-one-on-one-with-jim-cramer.html)

Dow Inc. Chairman and CEO Jim Fitterling sits down with ‘Mad Money’ host Jim Cramer to talk quarterly results, economic headwinds, Dow’s ESG efforts and more.

Ticker: DOW

 

(5) Cramer’s Lighting Round: Buy Boeing (https://www.cnbc.com/2023/11/28/cramers-lighting-round-buy-boeing.html)

• CRISPR: ”…I would not buy it all the way up here. I think it’s got to come down a little because the stock is losing a lot of money.”
• Dell: “I think Dell’s terrific….Buy some here and then wait for a little bit of pullback.”
• Cencora: “It’s a terrific company, I think you should buy it…This is one of the few stocks in the healthcare business that is holding up.
• T-Mobile: “I would not worry about those lawsuits at all. I think Mike Sievert has it totally under control, and I think that T-Mobile represents great value, even up here.”
• Boeing: “Ok, Boeing’s going higher. I think that this is their year. Last year, they had supply chain problems and a couple snafus with some planes. Now it seems to be clearer sailing…Buy the stock of Boeing.”
• Cardinal Health: “I am so impressed with the people from Cardinal. They have gotten it right after being in the wilderness for a bit…Great stock to own at this stage of the economy.”
• DoorDash: “I think Tony Xu is just a fantastic manger…Those guys know what to do. Tony is king. The stock has had a giant run, it’s only a point from its high. Let’s be a little bit careful: Buy some and then let it come lower.”
• Macy’s: “I like Macy’s stock very much. It could be the next Gap stores, I mean when it comes to the trajectory of the stock.”

Ticker: CRSP, DELL, COR, TMUS, BA, CAH, DASH, M

 

(6) Cramer examines why bank stocks performed poorly this year (https://www.cnbc.com/2023/11/28/cramer-examines-why-bank-stocks-performed-poorly-this-year.html)

• CNBC’s Jim Cramer on Tuesday explained why many bank stocks have been beaten down on the market.
• To him, traditional banks have not tried hard enough to modernize their practices, get in on fintech business and adapt to a new generation of customers.

Ticker: FHN, PYPL, AFRM, TOST

 

Other Stocks Discussed (Calls with Audiences): Airbnb (ABNB) [stock I like, it will go higher, good enough for me], Hersey (HSY) [Hersey has been punished enough, I will start buying but not aggressively], Take-Two Interactive (TTWO) [buy more; buy buy buy], Rivian (RIVN) [it is a winner, stay long], Dexcom (DXCM) [I like DXCM, oversold, you got to be long]

 

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

****************************

前回のエピソード

次回のエピソード

 

[投稿者]

投稿