저자: JimCramer · 외국인
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결론: 시청자 질문에 답하는 라이트닝 라운드로, IBM은 저평가된 괜찮은 주식이라는 입장이며 대체로 보유·매수 쪽 의견이다. IBM: 포워드 PE 17배, 배당수익률 약 4% 언급. Red Hat을 제대로 활용하기 시작했다고 보며 저렴하다고 평가. 시청자는 145달러 부근에서 못 산 것을 아쉬워함. 최근 AI 경쟁 뒤처짐 우려에 대해서는 전환 가능성을 긍정적으로 봄. Whirlpool(WHR): 특별배당 이후 급등했으나 금리 인하 국면 관련 두 가지 최선의 수혜주 중 하나로 보고 추가 상승 가능성을 언급. MBI: 8달러 특별배당 이후 급등했으나 이미 늦었다고 봄(추격매수 비추천 취지). Carnival: 과거 보유 후 일부 익절했으나 과거 견해이며 선호도는 Royal > Norwegian > Carnival 순. Modine Manufacturing: 20달러에서 54달러까지 오른 점을 언급하며 Trane, Carrier와 함께 좋은 기업으로 평가하고 보유 쪽 의견. Johnson Controls는 같은 평가에서 제외. DraftKings: 36달러 수준에서 상당히 올랐으나 가치는 여전히 있다고 보며, 더 조정받기를 원한다는 입장. 출연자 전망: 개별 종목의 단기 가격 방향에 대해 명확한 수치 목표는 제시하지 않음. 광고(Charles Schwab) 언급 포함.
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it is time it's time for the light and then the lightning round is over are you ready ski the light round David in Florida David hey Jam big guah from the house of the mouse Orlando Florida thank you so much for taking my call of course so my uh St ticker symbol is MBI it recently spiked after an announcement of a special $8 onetime dividend payable next week on December 22nd what's your take on the recent he had to do it before him I think that that ship has sail my friend it's already up let's go to Craig in Ohio Craig hi Jim thanks for taking my call of course than i' like your thoughts on Whirlpool by seller well you know what whirpool is another I feel awful about Whirlpool that I did not pull the trigger on this one two days ago this is going to be like Stanley Black and& Decker one of the two best ways to be able to play the change of the fed that's why it was up $8 and it's probably going to continue to go higher Greg in California Greg hi Jim today I'm calling about Carnival Cruise Line I was in it earlier this year but thought it had run a ground so I got out put the small profit and bought a scarf but it's winter time now Jim and I'm cold I need to earn enough to buy a sweater do I still have time to board this ship or did I really miss the vote on this one I vought a cashmere sweater last week at I didn't know how much cashmir had going up in price holy cow um I think Carnival is my least favorite I like Royal and then I like Norwegian and then I like Carnival and I do like the group let's go to Evan in Ohio Evan hey Jim how are you all right how are you I'm good listen long time second time we spoke a year and a half ago and had a question about a stock for you and at that time your exact quote was that is a sweet one often overlooked by the market well it was 20 bucks then today it broke 54 and I would love to know if you could get their CEO on the show because this is American success story I want to know if I buy sell or hold ready Modine manufacturing look that's right up there with train and with carrier by the way I like the uh the last uh sell off of one last thing for Carrier making so it's going to have a great balance sheet those three are all very good Johnson Control is not so I think you're fine in that one let's go to Nick in Florida please Nick boah Jimmy chill Nick from Florida I'd like to say quick happy birthday to my favorite tiniest little nephew Jace and a big thank you to you Jim you don't give the man a fish you truly teach the man to fish and you have actually improved people's lives well thank you thank you because I mean that's kind of the goal I want everyone to be better at managing their own not just you know me because that doesn't work so thank you thank you for understanding what I'm doing here and how can I help my stock is a company I've owned with a forward PE of 17 a healthy yield of 4% always seems to do well at earnings announcements my concern is it's foing behind in the AI race and can it pivot I've had a nice run up shall I sell my IBM no I think that that armman Christian I think he's making a real turn I think that that they're they're finally figuring out how to use red hat the right way I think that this stock is inexpensive and I know I look I hope I don't regret this but I think it's actually a pretty good stock here and I wish that I had pounced on it for my trust at 145 let's go to Carson Indiana Carson go for Carson yo Carson what's up hey let me get a quick shout out to those Indiana who who Jim I want to know your thoughts on DraftKings okay um I think DraftKings has had a very very big move I think at $36 represents a lot of value still but I'd like it to come in more because we liked it much much slower and that ladies and gentlemen the nd is sponsored by Charles Schwab coming up renovate and celebrate how a home improvement stock can give you the tools to thrive
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