Mad Money: Key points from November 3, 2023 (Friday)

This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Friday, November 3, 2023.  It also contains links to CNBC sites which contain video clips and transcripts.

(1) Cramer’s week ahead: Watch for earnings from oil and gas outfits (https://www.cnbc.com/2023/11/03/cramers-week-ahead-watch-for-earnings-from-oil-and-gas-outfits.html)

• CNBC’s Jim Cramer on Friday provided insight into next week, focusing on earnings reports from oil and gas companies Coterra and Diamondback Energy, among others.
• He said he’ll also be watching reports from Warner Bros Discovery, Kellanova and Disney.

[Charitable trust owns shares of Coterra and Emerson]

(2) [No Video Clip for non-Club Member] Executive Interview: AEP CEO Julie Sloat goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/11/03/aep-ceo-julie-sloat-goes-one-on-one-with-jim-cramer.html)

AEP President and CEO Julie Sloat joins ‘Mad Money’ host Jim Cramer to talk quarterly earnings, the state of the energy market and more.

Ticker: AEP

(3) [No Video Clip for non-Club Member]Jim Cramer does his homework on viewer stock picks (https://www.cnbc.com/video/2023/11/03/jim-cramer-does-his-homework-on-viewer-stock-picks.html)

‘Mad Money’ host Jim Cramer takes a closer look at viewer stock picks including CRH and SiTime.

Ticker: CRH, SITM

(4) [No Video Clip for non-Club Member] Executive Interview: Haleon CEO Brian McNamara sits down with Jim Cramer (https://www.cnbc.com/video/2023/11/03/haleon-ceo-brian-mcnamara-sits-down-with-jim-cramer.html)

Haleon CEO Brian McNamara sits down with ‘Mad Money’ host Jim Cramer to talk quarterly earnings, the consumer healthcare industry, consumer trends and more.

Ticker: HLN

(5) Cramer’s Lightning Round: Sell Seagen (https://www.cnbc.com/2023/11/03/cramers-lightning-round-sell-seagen.html)

• TKO Group: “I can’t value it. I don’t know how to value it, and if I don’t know how to value it, I’ve got others that are hard enough. I’m not going to take on something even more difficult.”
• DocuSign: “DocuSign is going to have to come up with something new and different and special, because right now, what they’re doing is not doing enough.”
• U.S. Bancorp: “Until the Fed’s meeting this week and the bond schedule, I would have said don’t buy it, and now I think it’s incredibly undervalued…”
• Zillow: “Zillow needs more transactions to occur in the real estate business…I’m sorry, because I like the company, but it does not have the volume.”
• Seagen: “I want you to sell the stock on Monday. I don’t trust the FTC, and you’ve made all the big money already.”
• First Solar: “First Solar is the only solar stock I am currently recommending because it’s a pure play, and it is not a play on financing, which it turned out all the others were that went by the wayside.
• National Fuel Gas: “I don’t like National Fuel Gas, it doesn’t pay enough, doesn’t have the growth that I want…”
• KLA: ”…KLA is good enough.”

Ticker: TKO, DOCU, UBS, Z, SGEN, FSLR, NFG, KLAC

(6) Jim Cramer lauds Apple’s ‘lifetime customer,’ says analysts are too negative on the company (https://www.cnbc.com/2023/11/03/jim-cramer-praises-apple-says-analysts-are-too-negative-on-company.html)

• CNBC’s Jim Cramer on Friday avowed his longstanding position on Apple, contradicting analysts concerned by recent earnings data.
• Cramer’s emphasized Apple’s loyal customer base and broadening international market.

Ticker: AAPL

Other Stocks Discussed (Calls with Audiences): Chevron (CVX) [you are in great shape], Norwegian Cruise *NCLH) [mixed feeling, buy buy buy, but has a lot of debt], Snowflake (SNOW) [leave it here], Albemarle (ALB) [stay out],

Ref: Links to other sites that relate to episode of November 3, 2023

• Google Podcast (Sound）
• Internet Archive（Video & Texts per minute）

Disclaimer

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