Mad Money: 2023年12月5日(火)の放送の要点

[暮眞★潤 (Jun Kurema)]

2023年12月5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) Cramer examines Tuesday’s market ‘mistakes,’ points out underappreciated stocks (https://www.cnbc.com/2023/12/05/cramer-examines-tuesdays-market-mistakes-underappreciated-stocks.html)

• CNBC’s Jim Cramer on Tuesday said he thinks Wall Street has made some poor decisions when evaluating mega cap stocks.
• “Look, on any given day, we’re giving, getting these imperfections, these mistakes, these juvenile, uninformed moves,” he said. “To me, it says there are plenty of shareholders who don’t even know what they own or even what matters to the direction of a stock.”

Underappreciated stocks: LLY, PG. AAPL, NVDA, DIS

 

(2) [No Video Clip for non-Club Member] Jim Cramer does his homework on viewer stock Leslie’s (https://www.cnbc.com/video/2023/12/05/jim-cramer-does-his-homework-on-viewer-stock-leslies.html)

‘Mad Money’ host Jim Cramer does his homework on viewer stock Leslie’s.

Ticker: LESL, POOL, HAYE

 

(3) [No Video Clip for non-Club Member] Off-the-Chart: Jim Cramer hits the charts for a closer look at the yield curve’s impact on investors (https://www.cnbc.com/video/2023/12/05/jim-cramer-hits-the-charts-for-a-closer-look-at-the-yield-curves-impact-on-investors.html)

‘Mad Money’ host Jim Cramer digs into technicals for the yield curve and mega-cap tech stocks including Tesla, Apple and Disney.

Ticker: TSLA, APPL, DIS [conformable recommending these three]

 

(4) Executive Interview: Signet Jewelers CEO says the ‘engagement trough’ triggered by Covid has passed, marriage proposals are coming back (https://www.cnbc.com/2023/12/05/signet-ceo-engagement-rings-are-in-demand-again-after-covid-trough.html)

• Signet Jewelers CEO Gina Drosos told CNBC’s Jim Cramer that the pace of marriage proposals is picking back up, years after Covid disrupted typical dating patterns and hurt the company’s sales.
• Signet owns several jewelry retailers including Jared, Zales and Kay Jewlers.

Ticker: SIG

 

(5) Cramer’s Lightning Round: Crocs is ‘too dicey’ (https://www.cnbc.com/2023/12/05/cramers-lightning-round-crocs-is-too-dicey.html)

• Weyerhaeuser: “I like this stock long term, I think they’re doing a lot of good things, making a lot of money. And I do think that housing is very strong.”
• Take-Two Interactive Software: “I like Take-Two. I watched the trailer for Grand Theft Auto, I thought it was amazing…I’d buy it.”
• New Fortress Energy: “I think that this is all about Wes Edens being able to have a great vision over a multiple year period…I think you just buy Wes.”
• NextEra Energy: ”…We like Sempra, and we like American Electric Power. Those are more our cups of tea. This one, not so much.”
• RadNet: “Look, you know I like Radnet very much. We had Dr. Berger on, I thought it was a super story, and I just think I’m going to stick behind it.”
• Stellantis: “Hold onto it because it just had a very big spike. It is by far the best of the group.”
• Crocs: “No, too dicey.”
• Fortinet: “I got to buy best of breed. That’s why I like Palo Alto.”
• Masimo: “I don’t know. They had a tussle with Apple…I’m just an Apple guy, what can I say.”

Ticker: WY, TTWO, NFE, NEE, RDNT, STLA, CROX, FTNT, MASI

 

(6) [No Video Clip for non-Club Member] Jim Cramer talks green energy stocks performance (https://www.cnbc.com/video/2023/12/05/jim-cramer-talks-green-energy-stocks-performance.html)

‘Mad Money’ host Jim Cramer talks green energy and EV stocks and why they can be a market minefield.

Ticker: PLUG, ALB

 

Other Stocks Discussed (Calls with Audiences): JPMorgan (JPM), Netflix (NFLX), Robinhood (HOOD), Boeing (BA) [I like BA right here; buy more], Generac Holdings (GNRC) [still a buy]

 

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

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