Mad Money: 2024年1月8日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2024年1月8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 cheers Monday’s tech gains, but tells investors to keep a diverse portfolio with an eye towards health care (https://www.cnbc.com/2024/01/08/cramer-cheers-mondays-tech-gains-but-says-keep-a-diverse-portfolio.html)

• CNBC’s Jim Cramer detailed Monday’s tech wins but told investors not to forget about health-care stocks.
• Cramer suggested there is a disparity in the valuation of Big Tech and health care.

Ticker: ENVD, AAPL, LLY, BMY

 

(2) [No Video Clip for non-Club Member] Executive Interview: Amgen CEO Bob Bradway goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/01/08/amgen-ceo-bob-bradway-goes-one-on-one-with-jim-cramer.html)

Amgen CEO Bob Bradway joins ‘Mad Money’ host Jim Cramer to talk its weight loss drug testing, its cardiovascular drug, what’s ahead for the company and more.

Ticker: AMGN

 

(3) Executive Interview: Walgreens CEO says company is using its stores and brand to boost health-care business (https://www.cnbc.com/2024/01/08/walgreens-ceo-says-companys-stores-boost-growing-health-care-business.html)

• Walgreens CEO Tim Wentworth told CNBC’s Jim Cramer that the company is using its stores and brand to bolster its developing health-care business.
• Walgreens has made significant investments over the past few years to expand beyond a drugstore chain into a large health-care company.

Ticker: WBA

 

(4) [No Video Clip for non-Club Member] AI gives us the opportunity to identify targets faster and lower costs, says Roche Pharmaceuticals CEO Teresa Graham (https://www.cnbc.com/video/2024/01/08/ai-gives-us-the-opportunity-to-identify-targets-faster-and-lower-costs-says-roche-pharmaceuticals-ceo-teresa-graham.html)

Roche Pharmaceuticals CEO Teresa Graham talks with ‘Mad Money’ host Jim Cramer about tech utelization in the AI space, the biotech sector, what the future f healthcare could look like and more.

Ticker: RHHBY

 

(5) Cramer’s Lightning Round: Sell Navitas (https://www.cnbc.com/2024/01/08/cramers-lightning-round-tk.html)

• Nu Holdings: “I never thought I’d say this, but it is a Brazilian stock that I absolutely like. I think you have a winner, and it is just on fire”
• Visa: “I don’t know…I think we ought to be thinking about buying Home Depot, and then secondarily Visa.”
• Navitas: ”[sell, sell sell!] It’s not making money. In this market, they’ve got to make money…Let’s just exist Navitas.”
• Cytokinetics: “Let’s sell half tomorrow and then let the rest run.”
• Riot Platforms: “Let’s stop fooling around. If you want bitcoin, buy bitcoin. I think bitcoin’s topping out, by the way, so I’m going to say, enough is enough and ka-ching is ka-ching.”

Ticker: NU [winner], V [good stock], NVTS [sell sell sell], CYTK [sell half tomorrow, and let the rest run], RIOT [sell]

 

(6) Executive Interview: Bristol-Myers CEO talks new acquisitions: ‘We are writing the next chapter of this company’ (https://www.cnbc.com/2024/01/08/bristol-myers-ceo-talks-new-acquisitions-writing-the-next-chapter.html)

• Bristol-Myers Squibb CEO Chris Boerner detailed the pharmaceutical giant’s slew of recent acquisitions in a Monday interview with CNBC’s Jim Cramer.
• Boerner highlighted his company’s deal with Karuna Therapeutics, which develops medications to treat neurological and psychiatric conditions.

Ticker: BMY

 

Other Stocks Discussed (Calls with Audiences): L3Harris (LHX) [still one of the finest companies), Spotify (SPOT) [Spotify is a home run], Fiserv (FI) [bank with Fiserv and let it ride]

 

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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