Cramer hais tias nws nyiam cov thev naus laus zis thiab cov khoom vaj khoom tsev rau xyoo 2023

CNBC's Jim Cramer rau hnub Wednesday tau hais txog kev siv tshuab thiab cov khoom vaj khoom tsev uas nws ntseeg tias tuaj yeem ua tau zoo hauv 2023, tom qab xyoo tsis txaus siab rau ob qho tib si.

Cov paj laum nce siab tau nthuav tawm cov kev sib tw rau kev lag luam thev naus laus zis thiab vaj tsev hauv xyoo 2022. Cov ntaub ntawv thev naus laus zis tau nqis 27% xyoo rau hnub no, txij li hnub Wednesday tau kaw, thaum vaj tse tau poob 28.4% ntawm tib lub sijhawm. Tsuas yog S&P 500 cov haujlwm ua haujlwm tsis zoo yog cov neeg siv khoom txaus siab, nqis 36.2%, thiab kev pabcuam kev sib txuas lus, nqis 40.3%.

Cramer tau hais tias nws ntseeg tias kev siv thev naus laus zis thiab vaj tsev yuav txuas ntxiv mus rau xyoo tom ntej; Txawm li cas los xij, thev naus laus zis yuav pib pom nws cov hmoov zoo txhim kho tom qab thawj ib nrab xyoo 2023.

Oracle tus Cov nyiaj tau los ntawm 2023 lub quarter thib ob Lub lim tiam dhau los yog "zoo heev," Cramer tau hais. Cov khoom lag luam muag tsawg dua 17 npaug ntawm cov nyiaj tau los tom ntej. Thaum lub lag luam software tsis yog Cramer nyiam kev lag luam tam sim no, nws hais tias Oracle txoj kev lag luam zoo li "hnyav heev."

Cramer tau hais tias nws nyiam Broadcom lub tswv yim sib txawv, suav nrog nws qhov tseem tab tom nrhiav kom tau VMware. Broadcom shares tseem nqa cov nyiaj tau los ntawm 3.3%, tso cai rau cov tub ua lag luam ua siab ntev thaum qhov kev yuav tau los ntawm kev tshuaj xyuas, nws hais. Lub tuam txhab kuj tsis ntev los no tshaj tawm ib $10 billion stock buyback program.

Palo Alto Networks tsis nyob hauv S&P 500. Txawm li cas los xij, Cramer tau hais tias nws ntseeg tias nws yog lub tuam txhab kev ruaj ntseg zoo tshaj plaws uas ua haujlwm hauv kev lag luam uas muaj lub zog nyob ntev hauv lub hnub nyoog digital. Thaum Palo Alto Networks tshaj tawm cov txiaj ntsig zoo tshaj li qhov xav tau ntawm lub hli tas los, Cramer tau sau tseg tias cov khoom lag luam tsis nyob deb dhau ntawm nws 52 lub lis piam kaw qis ntawm $ 142.21 thaum Lub Kaum Ib Hlis 4. "Kuv pom zoo kom khaws qee qhov tam sim no ntawm no thiab tej zaum qee qhov ntxiv rau qhov tsis muaj zog," nws hais.

Cramer tau hais tias nws nyiam cov nyiaj tau los tiag tiag vim tias nws cov neeg muag khoom sab saum toj - xws li Dollar General, Walgreens thiab 7-Eleven - muaj cov lag luam uas tuaj yeem tuav tau thaum muaj kev lag luam poob qis. “Qhov zoo tshaj plaws, lub tuam txhab no yog lub tshuab faib nyiaj; lawv them cov nyiaj faib txhua hli, "nws hais tias, "thiab nyiam nce nws ntau zaus hauv ib xyoos. Tam sim no, cov khoom lag luam yields 4.6%. "

Thaum cov khoom lag luam ntawm Tsoom Fwv Teb Chaws Realty tau poob ib ncig ntawm 25% hauv 2022, Cramer tau hais tias cov khoom lag luam tau ua haujlwm ntev ntev. Nws cov nyiaj tau los tam sim no yog 4.25%. Cramer tau hais tias Tsoom Fwv Teb Chaws Realty tshwj xeeb hauv cov khoom siv sib xyaw ua ke, ntau yam nyob hauv thaj chaw muaj nyiaj txiag. Qhov ntawd yog qhov tseem ceeb vim muaj kev txhawj xeeb nyob ib puag ncig kev lag luam muaj peev xwm.

Cramer tau hais tias kev xa khoom tau tsom mus rau kev nqis peev hauv vaj tse, lossis REIT, tau txuas ntxiv ua kom muaj txiaj ntsig zoo txawm tias nws cov khoom lag luam tau poob ib ncig ntawm 31% xyoo rau hnub tim. Cramer tau hais tias nws xav tias Prologis shares tau poob deb txaus los pib nrhiav kev ntxias.