Mad Money: 2024年1月11日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年1月11日(木)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) Jim Cramer says the market needs a solid earnings season after Thursday’s hotter-than-expected inflation numbers (https://www.cnbc.com/2024/01/11/cramer-the-market-needs-solid-earnings-season-after-hot-inflation-data.html)

• CNBC’s Jim Cramer bemoaned Thursday’s hotter-than-expected inflation figures for December, saying the news was a blow to bulls hoping for interest rate cuts.
  “The bulls didn’t get the cool inflation number they wanted.
• Consider that strike one of a two-strike game,” he said. “Tomorrow’s earnings bring another pitch. If we get another swing and a miss, I don’t think the averages will be able to rebound like they did this afternoon.”

 

(2) [No Video Clip for non-Club Member] Off-the-Chart: Jim Cramer hits the charts with crude oil (https://www.cnbc.com/video/2024/01/11/jim-cramer-hits-the-charts-with-crude-oil.html)

‘Mad Money’ host Jim Cramer takes a technical look at crude oil.

 

(3) [No Video Clip for non-Club Member]  Consumer-facing names are bouncing back, says Jim Cramer (https://www.cnbc.com/video/2024/01/11/consumer-facing-names-are-bouncing-back-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks back at his takeaways from the ICR conference.

Cramer’s ICR Conference Standouts: Abercrombie & Fitch (ANF), American Eagle (AEO), Urban Outfitters (URBN), Lululemon (LULU), Crocs (CROX), Boot Barn (BOOT), On Holding (ONON), Walmart (WMT)

 

(4) Executive Interview: Becton Dickinson CEO describes how new technology helps hospitals fight inflated operating costs (https://www.cnbc.com/2024/01/11/becton-dickinson-ceo-describes-how-new-tech-helps-hospitals-save-money.html)

• In an interview with CNBC’s Jim Cramer, Becton Dickinson CEO Tom Polen explained how the medical device manufacturer’s new technology can save hospitals money.
• Polen said the company is investing in automated equipment for pharmacies and laboratories.

Ticker: BDX

 

(5) Cramer’s Lightning Round: Exelixis is a ‘good spec’ (https://www.cnbc.com/2024/01/11/cramers-lightning-round-exelixis-is-a-good-spec.html)

• Paramount: “That’s like the balance sheet from hell. We love good balance sheets, don’t like bad balance sheets. That’s got a bad one.”
• Exelixis: “I think that this is a good spec…I like speculation in areas where there could be something exciting, and the biotech world is just unbelievably exciting.”
• Uranium Energy: “I’m reiterating UEC. Why? Because I want a pure play uranium company that’s not losing money hand over fist and bleeding from the eyeballs.”
• Franco-Nevada: “I think it’s a great diversified way to own gold. Now, I personally like Barrick Gold, but I think you’re going to do fine with that. And yes, I will reveal, I like gold bullion.”
• Enbridge: “I like the acquisition very much…Greg Ebel’s doing a good job.”
• Ryanair: “They’re a very well-run company…I like the stock.”
• Plains: “I would buy that for the dividend and then I would dump.”
• Dutch Bros: “I have been a little let down by the Dutch Bros….They got to stop opening stores and catch their darn breath.”
• United Natural Foods: “It’s not going to change its address anytime soon. Get the moving van.”

Ticker: PARA, EXEL [good SPAC], UEC [buy buy buy], FNV [buy buy buy, personal like GOLD though], ENB [I like the acquisition, the street does not, the street is wrong], RYAAY [I like the stock], PAGP, BROS, UNFI

 

(6) [No Video Clip for non-Club Member] Jim Cramer shines a light on the hidden processes of bringing a drug to market (https://www.cnbc.com/video/2024/01/11/jim-cramer-shines-a-light-on-the-hidden-processes-of-bringing-a-drug-to-market.html)

‘Mad Money’ host Jim Cramer takes a closer look at the drug development process in the U.S. and how companies moving out of the U.S. could negatively impact the pharmaceuticals market.

 

Other Stocks Discussed (Calls with Audiences): Zscaler (ZS) [good company, and up stock, and not yet done], Pepsi (PEP), Coca-Cola (KO) [prefer KO than PEP for now], CCO [No, you should own Royal Caribbean], Block (SQ) [upstock, not make money but SQ should be bought, real bargain], Disney (DIS) , Peloton (PTON) [not good fundamental], ICPB [buy, solid 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 

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

Disclaimer

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