Mad Money: 2025年2月7日(金)の放送の要点 = Cramer’s Framework for Investing =

[暮眞★潤 (Jun Kurema)]

2025年2月7日(金)放送のCNBC「Mad Money w/ Jim Cramer」は、2023年8月31日(木)の再放送でした。よって、2023年8月31日(木)のビデオクリップ＆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＆サマリーを再掲します。

 

(1) Jim Cramer’s guide to investing: Use good judgment and know your objectives (https://www.cnbc.com/2023/08/31/cramers-guide-to-investing-use-good-judgment-.html)

• CNBC’s Jim Cramer stressed the importance of using proper judgement and having specific goals when investing in individual stocks.
• “Without a clearly defined goal, you have no way to determine which stocks you should be buying,” Cramer said.

The Big Picture – according to Cramer: Know Thyself.”

There is no one-s-ze-fits-all approach to investing

“Bottom Line: You can’t make judgment’s about stocks until you know what you really value.”

 

(2) Jim Cramer’s guide to investing: Be flexible (https://www.cnbc.com/2023/08/31/jim-cramers-guide-to-investing-be-flexible-.html)

• CNBC’s Jim Cramer said investors must be flexible when owning individual stocks because the market is inherently changeable.
• “When you buy shares in a publicly traded company, you’re not joining that stock in holy matrimony,” Cramer said. “You don’t swear to stick with it in sickness and in health, for richer or poorer.

“The Big Picture according to Cramer: Do the Homework, Be Flexible.”

“Bottom Line: Before you buy a stock, do some homework once you own it stay flexible and recognize things don’t always go your way.”

 

(3) Jim Cramer’s guide to investing: Don’t get hung up on what could have been (https://www.cnbc.com/2023/08/31/jim-cramers-guide-to-investing-dont-get-hung-up.html)

• CNBC’s Jim Cramer told investors not to get hung up over their mistakes and just move on when one of their stocks takes a turn for the worst.
• “The stock market can be punishing enough — you don’t need to make things harder by punishing yourself,” he said. “Don’t play the ‘if only’ game.”

“The Big Picture according to Cramer: attitude is everything.”

“Cramer: You can’t get hung up on the woulda, shoulda, couldas in this market.”

“Bottom Line: The stock market is hard enough, don’t make it harder by saying ‘if only.'”

 

(4) Jim Cramer’s guide to investing: Tune in to CEOs (https://www.cnbc.com/2023/08/31/jim-cramers-guide-to-investing-tune-in-to-ceos-.html)

• CNBC’s Jim Cramer told investors they should pay attention to and scrutinize what CEOs say about their companies, especially when they say something even remotely negative.
• “Sometimes it can seem like we live in a post-truth world where it’s impossible to know who to believe on any particular issue,” Cramer said. “But even the most skeptical among you should believe executives when they preannounce an earnings shortfall.”

“when someone shows you who they are, believe them the first time” by Maya Angelou

“The Big Picture according to Cramer: Seeing is Believing.”

“Bottom Line: Even the most skeptical investors should believe execs when they preannounce an earnings shortfall.”

 

(5) Jim Cramer’s guide to investing: Don’t assume market action always makes sense (https://www.cnbc.com/2023/08/31/jim-cramers-guide-to-investing-dont-assume-market-moves-make-sense.html)

• CNBC’s Jim Cramer warned investors that market action may not always make sense. Stocks can move up or down for no obvious reason.
• “The market’s going to make mistakes. Your job is to recognize when it’s doing something wrong and try to take advantage of it.”

“The Big Picture according to Cramer: The market  can make mistakes.”

“Cramer: The rise f ETFs has changed the equation for individual stock picking.”

“Bottom Line: Don’t just assume that if stocks go down, they deserve it.”

 

(6) [No Video Clip for non-Club members] Jim Cramer and Jeff Marks answer Investing Club member questions (https://www.cnbc.com/video/2023/08/31/jim-cramer-and-jeff-marks-answer-investing-club-member-questions.html)

• How do you pick which stock to add when you have extra cash on the sidelines?  –> (1) after sell the stock, look same industry but better run companies (2) buy industry up and rise or better location in value, (3) it’s ok to have cash
• How can an investor choose which is more likely when the narrative flip flops back and forth between recession and strength in the economy so often –> since we are not a trader, we look for sector and figure out whether that sector works; study a company and you can create you own narratives for what’s happening in the market

 

Other Advices Discussed (calls with audience): 

• is there a benefits to investing in mutual funds as opposed to regular stocks , 401k –> I like index fund but I am not going to knock out the mutual funds; there are some very good company that do a good job]
• What should investors look for when evaluating a company’s debt & enterprise value? –> I look how much company has to pay in interest, how much company make, and I decide if they don’t make enough money to cover that interest then it is a sell sell sell
• How should investors prepare for retirement? –> never bet against yourself and you have to stay invested more than most people realize, I think a person 75, 80 should be 50% in equities

 

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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