Mad Money: 2025年10月9日(木)の放送の要点 = Cramer’s Rule of Engagement =

[暮眞★潤 (Jun Kurema)]

2025年10月9日(木)放送のCNBC「Mad Money w/ Jim Cramer」は、2023年6月27日(火)の再放送でした。よって、2023年6月27日のビデオクリップ＆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: Quality is key and patience is a virtue (https://www.cnbc.com/2023/06/27/jim-cramers-guide-to-investing-quality-is-key.html)

• On Tuesday, Cramer told investors that patience is a virtue and giving up on value is a sin.
• “Don’t be afraid to pay up for best-of-breed stocks,” Cramer said.

 

(2) Jim Cramer’s guide to investing: Don’t forget about bonds (https://www.cnbc.com/2023/07/03/jim-cramers-guide-to-investing-dont-forget-about-bonds.html)

• CNBC’s Jim Cramer said bonds are usually indicative of where the stock market is headed.
• “Look, I know the bond market is boring as all get out, but it’s much larger than the stock market, and more importantly, it’s very important to the overall direction of stocks,” Cramer said.

“Cramer’s rule of engagement: Keep your eye on bonds.”

“Cramer’s rule of engagement: Watch out for unexplained resignations by key executives.” < — When you see a CEO step down for no real reason, you should assume something’s wrong

“Bottom Line: Keep an eye of the bond market & remember, unexplained exec’s resignations equals sell.”

 

(3) Jim Cramer’s guide to investing: Prepare for corrections, they are inevitable (https://www.cnbc.com/2023/07/03/jim-cramers-guide-to-investing-prepare-for-corrections.html)

• CNBC’s Jim Cramer said investors always need to be prepared for corrections because like rain, they are an inevitable part of life and the stock market.
• The most important time to worry about a correction, Cramer explained, is when no one else is concerned.

“Cramer’s rule of engagement: Expect corrections.”

“Cramer’s rule of engagement: Hope is not a strategy.” –> “Hope is not a part of the equitation, WHen hope is part of the equation, you wind up holding low-quality stocks.”

“Bottom Line: It pays to be realistic in this business … prepare yourself for corrections and don’t pick stocks on hope.”

 

(4) Jim Cramer’s guide to investing: Make sure you can explain your portfolio to an actual person (https://www.cnbc.com/2023/06/28/jim-cramers-guide-to-investing-explain-your-portfolio.html)

• CNBC’s Jim Cramer said it can be easy to get caught up in the hype of a hot stock without fully understanding what the company does and how it turns a profit.
• The rise of the internet has made it so easy to buy stocks, Cramer said.

“Cramer’s homework checklist:

• Know how the company makes money
• Be able to articulate a thesis for owning a stock
• Understand how the stock price could increase or decrease
• Start off as a skeptic of any stock
• Don’t buy into the hype machine”

“Bottom Line: Always be able to explain your stock picks, & don’t take anything on faith.”

 

(5) Cramer’s guide to investing: Never subsidize losers, sell them (https://www.cnbc.com/2023/06/28/cramers-guide-to-investing-sell-the-losers.html)

• CNBC’s Jim Cramer shares advice on how to handle losing stocks. No matter how smart you are, Cramer thinks you may find some duds in your portfolio.
• “Never sell your winners to subsidize your losers,” he said. “If you need to raise money for whatever reason, just take the loss and sell something that’s underperforming.”

“Cramer’s rule of engagement: Never subsidize losers with winner.” –> “If you keep selling winners, you get a vicious spiral as that bad stocks stay bad.”

“Cramer’s Market rule: Never speculate on takeovers of companies with bad fundamentals.”

“Bottom Line: never sell your winners to subsidize you losers .. and don’t’ speculate on takeovers in companies with deteriorating fundamentals.”

 

(6) [No Video Clip for non-Club Members] Jim Cramer and Jeff Marks answer viewers’ questions on investing (https://www.cnbc.com/video/2023/06/27/jim-cramer-and-jeff-marks-answer-viewers-questions-on-investing.html)

‘Mad Money’ host Jim Cramer and CNBC’s Jeff Marks answers viewers’ questions.

• When you advise people to take out their cost basis and “play with the house’s money and let it run”, at what point do you suggest people take profits? –> Nobody ever got broke taking a profit. In charitable trust we are taking profits every 20% or so [for LLY].
• Jim has been talking about “battling” the stocks that are down, What exactly does that mean? Trading a particular stock for a while? Doubling down on a stock that is down from its cost basis? Finding a good exit point to sell the stock?  –> The stock is down that we like, We want to scale out and let it grow rapidly, and back and forth. Also, trying to understand if it is a broken stock or broken company.
• Can you recommend a few stocks specifically when investing for young children? Many of us invest for our children or grandchildren so that would be helpful –> drug stock, new kind of tech, company with product that children would use, etc.

 

Other Advices Discussed (calls with audience): 

• How to invest who have extra cash luing around, how should they invest it?  [SP 500 for fist 10,000. Only after that invest to individual stocks.]
• Is there a situation where its ok not to be diversified? [No.]
• What sectors are best for long term growth in a 401k? [Standard, good balance sheet, good growth stocks]

 

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）
• InternetArchive（1分毎のビデオ＆テキスト）

Disclaimer

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