Mad Money: 2024年1月5日(金)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年1月5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’s week ahead: Earnings season kicks off after JPMorgan Healthcare Conference (https://www.cnbc.com/2024/01/05/cramers-week-ahead-follow-ceos-at-the-jpmorgan-healthcare-conference.html)

• CNBC’s Jim Cramer told investors to pay close attention to industry leader commentary at next week’s JPMorgan Healthcare Conference.
• Held from Monday through Thursday, the conference is one of the year’s largest gatherings of major CEOs in the sector.
  Earnings season kicks off Friday with reports from major banks.

 

(2) Cramer names biopharma companies to watch as industry mergers start to pile up (https://www.cnbc.com/2024/01/05/cramer-names-biopharma-companies-as-industry-mergers-start-to-accrue.html)

• CNBC’s Jim Cramer highlighted recent biopharma mergers and acquisitions for investors to watch: Amgen and Horizon Therapeutics, Pfizer’s deal with Seagen, plus moves by AbbVie and Bristol-Myers.
• Cramer told investors to keep an eye on these developments ahead of the JPMorgan health care conference next week.

Recent Healthcare M&A Action:

• Amgen/Horizon, 27.8B
• Pfizer/Seagen  43B
• AbbVie/ immunoGen $10.1B, Cerevel $8.7B
• Roche/ Carmot Therapeutics up to $3.1B
• AstraZeneca/Icosavax up to $1.1B, Gracell up to $1.2B
• Bristol Myers/ Mirati up to $5.8B,  Karuna $14B,  RayzeBio $4.1B

 

(3) [No Video Clip for non-Club Member] Wait for a pullback before pulling the trigger on FICO, says Jim Cramer (https://www.cnbc.com/video/2024/01/05/wait-for-a-pullback-before-pulling-the-trigger-on-fico-says-jim-cramer.html)

Mad Money’ host Jim Cramer takes a closer look at FICO and tells you how to play the stock.

Ticker: FICO

 

(4) [No Video Clip for non-Club Member] Executive Interview; Constellation Brands CEO Bill Newlands goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/01/05/constellation-brands-ceo-bill-newlands-goes-one-on-one-with-jim-cramer.html)

Constellation Brands CEO Bill Newlands joins ‘Mad Money’ host Jim Cramer to talk quarterly results, what’s ahead in 2024, appealing to younger consumers and more.

Ticker: STZ [held for charitable trust]

 

(5) Cramer’s Lighting Round: Arm is ‘one you want to own’ (https://www.cnbc.com/2024/01/05/cramers-lighting-round-arm-is-one-you-want-to-own.html)

• ImmunoGen: “That’s AbbVie’s property now, let’s move on.”
• Realty Income: “I want you to stay with it…I really like it, it’s a very steady story.”
• Micron: “I think the stock can tread water or go back to the high seventies…If there really is a PCU refresh cycle because of this Microsoft button, you’re not going to be able to buy Micron this cheap again this year.”
• Bitfarms: “I don’t really know Bitfarms…I just feel like it’s just speculative.”
• Ramaco: “I’m not a buyer, let it go up without me.”
• GE Healthcare: “I think it’s just ridiculously cheap, I think it’s doing so many great things…I’m just sticking with it over the long haul. I like that business very much.”
• Coherent: “Coherent’s a little too expensive.”
• Arm: “I think Rene Haas is doing a fantastic job…This company is doing so much so right. They are going to dominate cellphone, PC, hyperscale. This is one you want to own.”
• Teva: “I’m not a Teva guy.”
• TKO: “I actually don’t understand how to value this company.”

Ticker: IMGN [take out money and move on], O [stay with it, very steady story], MU [buy half now], BITF [just own Bitcoin], METC [I am not a buyer], GEHC [buy buy buy, big position in charitable trust], COHR [not too compelling to me], Arm (ARM) [this is one you want to own], TEVA, TKO [don’t understand how to value this company]

 

(6) [No Video Clip for non-Club Member] Own stocks of good companies when you think they represent value, says Jim Cramer (https://www.cnbc.com/video/2024/01/05/own-stocks-of-good-companies-when-you-think-they-represent-value-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer shares his 2024 investing playbook.

Ticker: HD, LOW F, GM,

 

Other Stocks Discussed (Calls with Audiences): Taiwan Semi (TSM) [It’s ok, let stock come down and buy], Oracle (ORCL) [they had a quarter that was not good, call me skeptic], Trade Desk (TTD) [high multiple, buy it, you may have to own for a long time]

 

参考: この日の放送に関するその他のサイトへのリンク 

• Podcast at Spotify (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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