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2023年12月4日 10:56 PM #17553
暮眞★潤 (Jun Kurema)
キーマスター2023年12月4日(月)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 on Monday’s market action: Some investors are headed for a ‘nasty hangover’ (https://www.cnbc.com/2023/12/04/jim-cramer-says-some-investors-are-headed-for-a-nasty-hangover.html)
- CNBC’s Jim Cramer on Monday suggested that investors are not buying with a clear head and are choosing too many poorly-performing stocks.
- “I saw a hammered market, a market where the buyers have gotten drunk as a proverbial skunk, buying the worst of the worst,” he said. “And when you get hammered, you know there’s gonna be a nasty hangover on the way.”
Ticker: EL, ELF, MRNR, PFE
(2) [No Video Clip for non-Club Member] Jim Cramer takes a closer look at companies slated to join the S&P 500 (https://www.cnbc.com/video/2023/12/04/jim-cramer-takes-a-closer-look-at-companies-slated-to-join-the-sp-500.html)
‘Mad Money’ host Jim Cramer digs into 3 companies slated to join the S&P 500.
Joining the S&P 500:UBER, BLDR, JBL
Companies Set to be Removed from the S&P 500: SEE, SEDG
(3) Cramer says the growing popularity of weight loss drugs brings new investing opportunities (https://www.cnbc.com/2023/12/04/cramer-says-popularity-weight-loss-drugs-new-investing-opportunities.html)
- CNBC’s Jim Cramer on Monday highlighted sectors that may benefit from the increased usage of GLP-1 drugs, or medications used to treat diabetes and obesity.
- He said investors could simply buy shares of the drug manufacturers themselves, but they could also seek out less-obvious winners, like companies that make high-protein foods.
Ticker: LLY, NVO, HRL, TSN, J, LEVI
Sector Wide Impact of GLP-1 Drugs (Packaged food, restaurants, & medical devices): MDLZ [2H’23 decline: -20.9%], KHC [-16.3%], HSY [-27.0%], MCD [-17.9%], SBUX [-14.6%], CMG [-18.7%], ABT [-22.6%], SYK [-18.0%], ISRG [-28.8%]
(4) [No Video Clip for non-Club Member] Executive Interview: Marvell Technology CEO Matthew Murphy goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/12/04/marvell-technology-ceo-matthew-murphy-goes-one-on-one-with-jim-cramer.html)
Marvell Technology President and CEO Matthew Murphy joins ‘Mad Money’ host Jim Cramer to talk advancements in AI, its data center business, the semiconductor space and more.
Ticker: MRVL
(5) Cramer’s Lightning Round: ‘I’m pulling the plug’ on Plug Power (https://www.cnbc.com/2023/12/04/cramers-lightning-round-im-pulling-the-plug-on-plug-power.html)
- Plug Power: “I’m pulling the plug on Plug. They keep missing the quarters. No-go from me.”
- Cleveland-Cliffs: ”[buy, buy, buy.] And it’s really well-run.”
- Super Micro Computer: “Look, it’s a derivative of Nvidia, frankly… Just one more company that is involved with super computing. I like it.”
- InterDigital: “I’ve know these guys for a long time. They are a premier digital wireless company, and I think it’s still inexpensive. I can’t believe that it’s still at these low prices.”
- Ferroglobe: “I’d wait for a pullback.”
- Marathon Digital: “I think you’re rolling the dice…You want to own Bitcoin, own Bitcoin.”
- MP Materials: “It’s just not coming together fast enough.”
Ticker: PLUG, CLF, SMCI, IDCC, GSM, MARA, MP
(6) [No Video Clip for non-Club Member] Other than outright lies I have no problem with the work of short-sellers, says Jim Cramer (https://www.cnbc.com/video/2023/12/04/other-than-outright-lies-i-have-no-problem-with-the-work-of-short-sellers-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer looks at how short-sellers are impacting certain stocks.
Ticker: AFRM, PANW,
Other Stocks Discussed (Calls with Audiences): PayPal (PYPL) [sell after the tax selling end], Portillo’s (PTLO) [too expensive, and don’t stop selling] , TJX or COST [half and half], NIKE (NKE) [represents good value]
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)
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