Mad Money: 2023年12月4日(月)の放送の要点

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    • #17553
      暮眞★潤 (Jun Kurema)
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      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 

      Disclaimer

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

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