저자: JimCramer · 외국인
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결론: 자녀 포트폴리오엔 디즈니(DIS)와 엔비디아(NVDA)를 추가하라는 것이 핵심이며, 기본은 인덱스펀드이고 개별주는 보조 역할이다. [종목 추천 배경] - 디즈니: 1990년대 가족 포트폴리오로 적합. 브랜드와 테마파크·영화 등 실물로 이해 가능한 기업이며, 스트리밍 서비스 디즈니 플러스 기대로 전날 주가 3% 이상 상승. 밥 아이거 CEO의 변화 대응 능력을 강조. - 엔비디아: AI·머신러닝 음성인식 기술의 핵심 반도체 기업으로 제시. 20대 이하 투자자에게 장기 성장 기대. [투자 원칙] - 개별주 전에 인덱스펀드를 기초 자산으로 먼저 구성하라는 조언. - 장기 투자는 변화에 적응하고 역경을 이겨낼 수 있는 기업과 리더십을 중시. [기타 종목 언급] - 데이브 앤 버스터즈: 체험경제 테마는 타당하나 실적 부진으로 비추천. - 카니발 크루즈: 잘 운영되는 기업이나 언급 수준. - 마블 테크(MRVL)와 일부 바이오 종목: 개별 매수 의견을 간략히 언급. - 리제네론, 브리스톨마이어스 등 제약주: 알츠하이머 신약 기대 언급. [리스크] - 개별주는 이야기가 중간에 무너질 가능성이 있음. - 특정 식품 기업(켈로그, 캠벨, 제너럴밀스, 크래프트하인즈)은 피하라고 조언. [출연자 전망] - 전반적으로 낙관적 성장 관점. 구체적 단기 목표가는 제시되지 않음.
다듬은 글
hey I'm Kramer welcome to mad money welcome to the United States Air Force Academy we have with us tonight right here from the canyon of Wall Street ooh 7258 feet above sea level they secure our skies with a commitment to the shared ideals that bind us as Americans now Mad Money takes flight to help give them the tools to secure their financial future a place where the sky was never the limit well Falcons fly this is life at a different altitude we are here to celebrate those who fly fight win from the United States Air Force Academy mile-high Mad Money begins now let's fly this year we're getting a head start on Veterans Day at a great Institute of learning the United States Air Force Academy in Colorado Springs where we salute the brave men and women in the Armed Forces who protect our country these people right here will go on to be natural leaders with a passion for keeping our nation safe and passion it's a terrific thing I met people this morning who have a passion for jumping outta airplanes answering opportunity that I plainly declined I've met people who are learning the flier planes to wherever American power needs to be projected around the globe and we thank them for us for all that they do we thank them for the service now local passion comes in all shapes and sizes and Krait Americans know my passion is to teach money how to preserve it how to grow it now it's too soon for many people here to start talking about investing got a big job to do in fact this morning I asked a bunch of ladies and gentlemen if they spent any time thinking about stocks was right before they were about to toss themselves into a plane to parachute out one candidate quickly reminded me that no he wasn't thinking like that about money he was thinking about jumping out of a plane that fellas got his priorities straight but I got my priorities too I want to say that I'm here to defend and protect your savings but that may be laying it on a little thick let's just say I'm your volunteer investing coach and leave it at that adversity faith for the averages with the Dow finished up six points S&P rose 0.26 percent Nasdaq advanced by four eight percent I need to talk about something that's been nagging at me for the days now see older this week this week this terrific kid it was ten year old kid name was Luca and he called me he said you know what mr.
Kramer I want to buy Dave & Buster's now than chance to chamber every location and restaurant combined with a sports bar come on with an arcade I told him look I can't recommend it well my daughter was Lucas age my dad and I would take her to a Dave & Buster's on a pier in Philly not far from where my dad was we would lose fortunes trying to pick up a 20 cent drink it was one of those crab claw things you know like hey what kind of job is that I don't know I mean listen to me a big waste of time now look I like Dave & Buster's the concept it has legitimate reason for being it's part of what we call the experiential economy but a funny thing happened to the experiential economy thesis it turns out that cruises glamping oh by the way that's flavor camping and yes Dave & Buster's well then they offer great experiences that's nestle translate into earnings power to say nothing of staying power with the consumer time dave & buster's reported I dismiss numbers the stop was poleaxed we've seen the same thing with some of these cruise lines perfectly unfortunately Carnival because it's a really well-run institution and camping I mean don't even get me started so if Dave & Buster's is off the table what kind of stop would be right for a ten-year-old like Luca I always say don't overthink it if you got a kit you should buy that kids shares in Walt Disney last night this reporter sharply battling spent in court and give you a very bullish forecast for its upcoming streaming video service that's called Disney Plus and that's why the stock jumped more than three percent today and what would it stop Stover back 140 when you're buying stock for a young kid you should go with the stock of a company they know now I personally can't think of a band children know better than Disney then you need that personal knowledge why okay this is the most one of the most important parts of investing that I teach because stocks go down dizzy something tangible you can see it you can figure out if something's really wrong or not you can go to the theme park you can watch the movies you can get it here's the real difficult it's entirely possible story can go off the rails at some point and the really great CEOs like Disney's Bob Iger they know this that's why when you buy something look for a long-term commitment you need a cup it's not going to become obsolete and one reason III can't cut up into Dave & Buster's it's not a fount of innovation but Disney with an incredibly ambitious Disney Plus plan and a stable of ridiculously popular franchises just let's do it I had to say on the conference calls and I always tell you to listen to and I quote I talk about the inevitability of change our ability to both drive it and adapt to it it's part of Disney's DNA and it helps keep us relevant to each new generation while also creating new opportunities for growth end quote if you want a long term investment you need a company with a leader and a culture that embraces change and triumphs over adversity oh and let me add that Eiger knows the future belongs to smart young tough people people like those in this room which is why Disney's hired 10,000 veterans since 2012 warned that later all right who else fits the bill listen when you're young you have a lot of opinions and you have a lot of options you can invest in companies with tremendous long-term prospects and then wait for them to pay off now do you what the most incredible thing I have seen in recent years when it comes to technologies and technology is unbelievable AI artificial intelligence machine learning voice is now kid specifically technology lets machines understand what we're saying talk about a lack satiric or whatever Jim what powers the best machine learning it's Nvidia NVDA and video semiconductors not only can machines powered by Nvidia learn they understand idiom I think they're the future so for anyone out there under 30 including the cadets here in this Academy you want some Nvidia that's led by HP ARS Man of the Year Jensen Wong one of the most brilliant CEOs in our country don't get me wrong when you're just starting to build a portfolio your first step should never be to buy individual stocks even great ones like Disney and NVIDIA and say you should put some money in an index fund as a bedrock retirement investment but you know what I believe people can multitask the bottom line once you've got your index fund exposure here's an idea buy some Disney buy some Disney because of the brand because the leadership by some Nvidia because it's the back pump best technology I have ever seen with my own eyes just like the people at the US air Force Academy represent our future our future protection and our defense your portfolio needs some protection and some defense - and that's what those stocks are for let's take some questions yes sir hey Jim Ryan Kirk here from Birmingham Alabama I had a question following your five to you technologies conversation from yesterday we hear a lot from Amazon and SpaceX about broadband from space do you think there's any smaller players that are worth watching out for as we get the next billion people online technologies 100% 5g reconfigured itself in the last two years gotten out of every low income omni business gotten new its Chairman's guy named Rick hill he's just money so I have to tell you that Marvel tech even if there are six percent run is the one to buy I do like Scott works the group or it a couple days they're gonna be good job Liam Griffin is excellent but you see he plays for the Patriots and you also he just loves the Patriots who drives me crazy and a lot of times he's on the other side of me in fantasy football it's Marvel tech hey Jim Brandon and meter here from Klamath Falls Oregon what's the best bailiff all yes sir yes technology that she went to uh to show you so what's the best profile mix for people within the age range of 19 to 25 I want you to be as aggressive as possible I would buy a biotech I would buy a machine learning company I buy a company that is doing let's say something really fancy with with the data center because there's a lot of those that are doing a lot of good good data center stuff and then you look you might want to do we've just mentioned one beyond me I know that sounds like whole Jim is totally overvalue blah blah blah or one of these companies like Pinterest that would be a nice mix we mentioned squirrely or that I want you squared it swears very good but I don't want you to do is buy Kellogg or Campbell soup or you know I don't want you to buy General Mills I don't want you to buy Kraft Heinz got your whole life heady yes I do and Jim of brendham churn from Baltimore Maryland my question for you is with the recent rebound of the biotech index would you suggest stepping in now or waiting for a pullback the lack of pipeline by the large pharmaceutical companies leads me to believe that it's it has legs and willing to work right now you know look I think but you know we just talked about what could be good bio-jet it they have that Alzheimer's drug and it works and the FDA FDA seems it does it's a triple not even double it could be a triple former if they don't it's gonna lose a hundred points not so great either I think Regeneron is a very very good company I like this there's a couple of combinations of companies but let me give you bristol-myers seulji that deals going to close in a few weeks that's probably the best of all these bristol-myers Celgene will just be be my alright your portfolio needs some future protection and defense that's why you invest in stocks and companies that can triumph over adversity on a very special metros day edition of Mad Money coming to you from the United States Air Force Academy America's armed forces keep us safe and our guarantors of the freedom that we so often take for granted tonight I'm highlighting companies that are doing their part to honor those who protect and serve then roughly 40% ESP reporting this week online one major theme that I've spotted in the retail space this earning season but first it's a company that's hired 26,000 veterans and military spouses and they can give your portfolio a jolt Wow it's happened though it was my exclusive interview with the CEO of Starbucks as we salute our brave servicemen and women on this very special edition of bad lighting [Applaus
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