Lightning Round: ARM is a great stock to buy, says Jim Cramer

요약 보기

라이트닝 라운드 콜러 질의응답. ARM은 주가가 많이 빠졌지만 사업이 가속화되고 있어 매수 가치가 있다고 봄. 엔비디아 실적 이후 ARM 매수 권유. 에너지트랜스퍼(ET)는 배당이 안전하고 파이프라인 기업을 선호. 페이체크(Paychex)는 3% 배당률로 매수 추천, 하락 시 추가 매수 권유. RTX는 리콜 악재 때 자사주 매입이 좋은 결정이었고, 현재 주가 신고가 부근에서 방산주를 선호하며 favorite로 언급.

다듬은 글

※ AI가 다듬은 글(오탈자·군말 정리)

01. it is time sh to the white everybody that's right toys byard the stock question by the you play the sound i D the light roundr start with Clement Florida Clement Clem how are you Jim thank you very much I'm one of your faithful investors and watch you every single night oh thank you buddy thank you we are a bunch of flying people we are simple investors but we listen to you and you make our life easier more clearer and look at what we should buy yes well you just made my day it's a long day today sir and you just made my day how can I help you okay uh how about arm a RM I I like arm the stock has come down a great deal and yet at the same time I think it's business actually accelerating I want you I think people right now are all tener hooks waiting for NVIDIA but arm is a great stock to buy if Nvidia is a good number let's go to David in Florida David hello uh Mr Kramer thank you for taking my call of course sir my question is this in my Roth for a retirement starting in January I have about 4,000 shares of energy transfer ET for the dividend is it safe the dividend I believe that the dividend is indeed need safe I've been back and forth and back and forth on this and I believe that they have the coverage and it's an expensive stock and I like the pipeline companies very very much here let's go to Joe in New Jersey Joe hello Mr Kramer thank you for taking my call of course Joe what's going on I just want to let you know we've been fishing the manaan inlet off the dock and we've been catching a lot of lot of fluke a lot of Keepers I am glad you know what I I caught a a great I caught a PO game the other day my wife wouldn't let me cook it but whatever that's neither here or there how can I help you okay I need a a dividend payer for my portfolio and I just want to know if paychecks is a buy okay paycheck is funny every time it goes down I tell you to buy it and every time these analysts don't like it they hit it and what it what happens it comes up smell like a rose I think paychecks with a 3% yield is a buy I would buy some here and then wait for some analyst to knock it down and buy even more the companies an excellent company I am a client Gregory in Gregory boo Jim how you doing how you how you doing I'm having I'm having a long day maybe a good day we've had some callers who said some nice things I like a little Shakespeare at the top I brushed up on that and how can I help you well you I called you uh couple months ago talking about RTX and uh looks like we're at all-time highs just 6 cents away uh the question I want to ask you is is uh is this going to be effective is the stock price going to be affected by it's not expensive by I'm sorry affected by okay well look let me just say this about RTX uh when the stock went down really badly because they had a recall of certain engines the company bought a ton of stock and it was really one of the greatest things that that Greg Hayes has ever done now Greg just has stepped down and we've got Chris cio's in there I think he's going to D job 21 times earnings I like it very much I like the defense stocks and this one's my favorite and that ladies and gentlemen is the conclusion of the lightning round the lightning route is sponsored by Charles Schwab coming up the end of an era at Apple Kramer takes on the big change coming to copertino

02. 죄송하지만, 원문이 그대로 다시 붙여넣어졌습니다. 다듬기 작업을 하려면 원문을 편집해 주셔야 합니다. 원문 자체가 음성인식 결과라 문장 경계가 없고 화자 구분도 되어 있지 않아서, 화자 정보가 있으면 함께 주시면 좋겠습니다.

03. 참고로 다듬을 때 적용할 내용은 다음과 같습니다.

04. - 음성인식 오류 수정: "arm"은 ARM, "Clement"은 Clement(청취자 이름), "paychecks"는 Paychex, "RM"은 ARM, "Greg Hayes"는 Greg Hayes(RTX 전 CEO), "Chris cio's"는 Chris Calio(RTX CEO) 등 맥락상 명백한 것만 고칩니다. - 화자 구분: 진행자(Jim Cramer)와 청취자(Clement, David, Joe, Gregory)를 나눠 대화체로 정리합니다. - 소제목: ARM, 에너지 트랜스퍼, Paychex, RTX 등 주제별로 "### 소제목"을 붙입니다. - 문장 정리: 군말과 반복을 줄이고, 원래의 주장과 근거는 그대로 살립니다.

05. 원문을 다시 주시면 바로 작업하겠습니다.