저자: JimCramer · 외국인
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연준 금리인하 환경에서 증시가 사상 최고치를 기록 중이며 은행 실적 호조가 이어짐. 다음 주 중국 부양책, 금융주(찰스슈왑·골드만·BofA·씨티), UNH, J&J, 모건스탠리, 애보트, 넷플릭스, TSMC, 엔비디아 등 실적 발표를 주목. 전반적으로 낙관적 시각을 유지하며 아메리칸익스프레스 등 일부 종목에 매수 관점 제시.
다듬은 글
I make friends just trying to make a little money my job not to entertain but to educate teach you call me 1800 7.3 CBC twet never get tired of alltime highs we're experiencing a pretty terrific time for the market House of pleasure which is exactly what I said would happen when the FED starts cutting rates while the economy is still solid that's how you get days like today of the Dow gained 410 points alltime High S&P CL 61% also an alltime High and the NASDAQ Advance 33% take what happened today some of the major Bank supported this morning the numbers were just frankly spectacular this has happened before but because the was in a tightening cycle at the time the good news just didn't matter now though the feds are friended so we can extrapolate better times that's why the strong earnings from Wells Fargo JP Morgan and black rock were greeted with such a resoundingly positive reaction you know it wasn't like that early morning when the companies reported JP Mor stock was initially unchanged Wells Fargo stock was getting hammered mercilessly although black Ro numbers were so extraordinary there was no way stock could give up any ground but once we heard the conference calls from JP Morgan and Wells we realized wait a second maybe The Best Is Yet To Come and then we were Off to the Races maybe that's going to be the pattern of this nent earning season oh we're going to find out soon enough next week the numbers will be flying in and we'll be if we see if today's positive action can be sustained which brings me to our game plan now on Monday we won't be focused on earnings there's a lot of other stuff happening over the weekend for instance I think we'll be parsing the Chinese stimulus package that's got to be unveiled the China rally is stall but it can get rolling again if the Chinese Communist Party keeps throwing tens of billions of dollars with the stimulus at real estate at the stock market now I have blessed buying Alibaba the Chinese Amazon and buy do to the Chinese Google but those are the only two I can count us up here they have trustworthy financials very good balance by they're not all that expensive we'll have a very big test for the financials on Tuesday because Charles Schwab Goldman Sachs back of America and City groupo report Schwab's one of the largest retail brokerages in the country but its last few quarters have been greeted quite poorly Bond portfolio issues Arcane issues involving cash sweeps I think these problems are past tense and this Situation's compelling but I feel very lonely maybe this is the quarter where people will finally look at the future and how fabulous swabs franchise really is I can't be sure but they should as for Goldman Sachs where I did work at one point I think it's going to blow away the numbers and the stock goes higher back of America caught a big break today Warren Buffett has sold so much back of America stock now he's under 10% where he's no longer has to report that every time he sells stock well that'll help the stock immensely why why because it wears you down to see that Warren Buffett sold some shares every few days you never want to be on the other side of a Buffett trade right that said back of am might have borrow some of the upside uh today for next week because it was up 5% the Street's fallen in love with the stock of city rather amazing under the leadership of Jane Fraser sometimes I think she could say anything in the analy apprais her she's turning City around not an easy task hard to remember the last time I saw so much confidence in this institution I don't share it yet because I like so many of the other Banks now it's not but next week's not all about Banks we have United Health Group and this doubt component just doesn't miss UNH is the only Health insurer that regularly beats earnings nothing's Clockwork in this business but when this one misses the stock barely goes down and when it beats the gains are huge interesting risk reward huh hey speaking of healthcare Johnson and Johnson caught a huge break in his T losses this week a federal judge has allowed a prepackaged Bank to plan to contain the damages and it's being held the case in in Texas much more friendly than New Jersey where a lot of people felt it might be is it the beginning of the end of J&J's multi-year legal overhang could be that means we can finally start focusing on earnings again and when we get those earnings especially for the farmer business I actually think we're going to like what we see we probably won't like what we see when we get the numbers from Walgreens though but the bars so low with this drug store that maybe it won't even matter yeah it's been that bad my travel trust owns the two big stocks on the Wednesday docket that's Morgan Stanley the big brokerage firm underwriter and ab Labs Mor say was a real headache for a while as the Bears kept tearing apart their wealth management business not anymore though ever since Ted pick came in as CEO at the beginning of the year we've seen buyers swarm in on any weakness stocks had a big run but you know what it still yields 3.3% I say hold on for the ride AB laabs is Martin litigation too this time for special baby formula that plaintiff's claim causes grave harm or even death for their infants but last week the FDA NIH and CDC came out and they said they found no linkage no conclusive evidence that Abbott's formula causes the illness Abbott lost the case not that long ago for a huge amount of money it's litiga another now the same venue I think it could lose that one too but the FDA NIH and CDC comments could potentially turn the tide in Abbott's favor going forward which would be worth a great deal to this $116 stock now I please don't forget I'm going to go over these two when I see myself there it's a little awkward but please don't forget this guy okay yeah because we have our CBC investing club meeting at noon on Wednesday we have two initiations jef Mark's going to be awfully busy and a host of things to say about the fourth quarter you'll want to watch I promise to keep it rolling and Thursday Taiwan semi reports what can I say uh this is the company of Manufacturers invidious chips the Stock's been very very strong really ramp today Call's basically in the middle of the night because the times are different don't worry I'm going to set the alarm and I'm going to listen no forget the alarm I just wanton to go to sleep at the close we get results from Netflix and the Street's been all over the place on this one I think it'll be good thanks to the new ad tier and they're about to release squid games too that is that like squid word is that like a SpongeBob I don't know I'm told it's going to be guaranteed worldwide Blockbuster could bring in new subscribers from around the globe not as creepy as SpongeBob Finally Friday we hear from Pro Gamble and I fear what they're going to say about China last quarter their Chinese numbers were terrible I don't know if they can change that in the just three months the stock went up to 171 today that worries me I think it's too high we sold the stock for the travel trust this week I think they're better places to be SOB reports and the old Slumber Ace just hasn't been able to catch fire despite the bounc in oil for the last two weeks sure it's up high single digits on a percentage basis but the nor oil service companies had a tough time because the soyes keep saying that oil prices could be low for long and you don't want to go against the SS finally here for one of my favorite companies American Express the last two times it got hit I told you to buy it that was right maybe the third times the charm won't even go down the AMX conference call is a great affair because the company gives you so much information about who's spending what people doing Gen X gen Z they got it all if you monitor this one uh if it gets hit I'm going to tell you to probably be a buyer it's been right and I'm not going to change my view here's the bottom line we're at the beginning of one of the year's four reporting periods probably I told my wife today the most excited I can't believe that I still get fired up for this but man do I ever they're jumbled they're open a lot of invitation they're fast so listen to the calls Ponder a moment and only then which should you pull the trigger Marcus in New Mexico Marcus Jim how's it going man man I'm telling you I'm just coming in hot how about you uh I'm coming in hot as well I I'm sorry about your Phillies I I hate to see them go out but I think you the 76ers is going to make you happy this year in basketball well I used to I used to be a um you know I was a i sold Cokes and and ice cream at vet stadium and I love the Affiliates my mom and I love love to listen that's what we did together how can I help you yeah the stock I'm calling about is uh vrtx vertex Pharmaceuticals I know there's a lot of hype around the AI Healthcare megat Trend I know Jensen Wong the OG uh is super excited about it as well as some other CNBC contributors and I just wanted to know if vertex was a quality company to play this Mega Trend okay the big thing need to know about vertex is what it comes down to is whether their anti- pain drug is uh both one not habit forming and two no side effects and I've got to tell you I'm a Believer in vertex I regret 300 I got the call to buy that when I was at the Super Bowl and I was with a doctor just said listen Jim you should be just in vertex for travel trust and you know you get these random things people say it and you write it down and then you don't follow up and you're the worst for it because readers and viewers of the stuff that I've written and and and talked about have made me more money than almost any other source let's go to Robert New York please Robert hey Jim I was just this funny story I was having a martini a phenomenal dirty martini over at toku in Manhattan and I'm sitting at the restaurant and the guy next to me says what are you doing I said oh I'm calling into the greatest stock guy on Wall Street Jim Kramer and the guy turns around he says oh that guy's right 95% of the time and this isn't made up this isn't made up this is two seconds ago okay tell for you listen two on me okay let me give you my mark press card number here just just you put it up here no I mean first I really I got to thank you you just made you made my week I mean honestly it's been a long hard week you just made my week drinks all around everybody water water water you have a water and you get a water and you get a water and a dirty martini why not let's have a dirty martini like he thinks this is water this guy I love it anyway Jim this company provides observability service for cloud scale applications they have 28,000 customers they have cash equivalent of over 3 billion they've been beating every quarter with revenues through the roof I think they're well positioned you weren't that crazy about them in August you said it's a good company I don't know if I can trust them but I think you can because they've been proving themselves data dog it is a good company I have not liked enterprise software but enterprise software caught a bid this week at lassan there's some takeover talk we know that mongod DB is very interesting jrog if it's got a dog or an animal's name I think people are just like wow but I will tell you remember it's enterprise software it goes it abs and flows it abs and flows and right now it be flowing and thank you tell that 95% that that that's just I wish I were that good but I thank him very very much and I thank you too we're just getting started with the earning season which you know I love it's always open to a lot of inter interpretation though so make sure you do some homework before you do any buying make sure you have your models ready you look at all the numbers and you say I get it made money tonight last night Tesla held its wi robot event highlighting some of the futuristic technology companies been work on but the stock that in respond so I'm going to break down my key takeway sharing you what I what I took away from it then you call in on bellering Brands and I had do a little more homework on this one I'm turning my homework in on the company behind Premier Protein and power bar and regular viewers know I'm always preaching the importance of divers type portfolio so tonight we're going to be playing cran America's favorite game which is mersi see if your portfolio passes the test and
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