Mad Money: Key points from November 1, 2023 (Wednesday)

[Jun Kurema (暮眞★潤)]

This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Wednesday, November 1, 2023.  It also contains links to CNBC sites which contain video clips and transcripts.

 

(1) Cramer picks companies that stand out during earnings season (https://www.cnbc.com/2023/11/01/cramer-picks-companies-that-stand-out-during-earnings-season.html)

• CNBC’s Jim Cramer on Wednesday highlighted companies he thinks have come out of earnings season as winners.
• These companies include chipmaker AMD and industrial names Trane Technologies and Eaton.

Standout stocks this earnings season:  AMD, ETN, LIND, TT, GE

Stocks that are turning the corner: DD, ORCL

 

(2) Jim Cramer says a big cloud over the bond market has been lifted (https://www.cnbc.com/2023/11/01/jim-cramer-says-a-big-cloud-over-the-bond-market-has-been-lifted.html)

• CNBC’s Jim Cramer on Wednesday praised the Treasury Department’s quarterly refunding plan, saying it may have found a way to stabilize the unsettled bond market.
• The routine announcement is receiving more attention than usual on Wall Street because of the steep rise in bond yields over the past few months.

 

(3) [No Video Clip for non-Club Member] Hold off on buying CAVA until the lockup on insider selling ends, says Jim Cramer (https://www.cnbc.com/video/2023/11/01/hold-off-on-buying-cava-until-the-lockup-on-insider-selling-ends-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at Cava to see if its a buy ahead of earnings.

Ticker: CAVA

 

(4) [No Video Clip for non-Club Member] Executive Interview: Brinker International CEO Kevin Hochman goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/11/01/brinker-international-ceo-kevin-hochman-goes-one-on-one-with-jim-cramer.html)

Brinker International President and CEO Kevin Hochman joins ‘Mad Money’ host Jim Cramer to talk quarterly earnings, changing consumer trends and more.

Ticker: EAT

 

(5) Cramer’s Lightning Round: ‘I don’t like AT&T’ (https://www.cnbc.com/2023/11/01/cramers-lightning-round-i-dont-like-att.html)

• Northrop Grumman: “I think it’s a terrific situation…I think you’ve got a fine one in Northrop Grumman, buy more.”
• Lucid: ”…I’m not recommending any stocks of companies that are losing lots of money.”
• Occidental Petroleum: “I have been shocked that this stock hasn’t moved up more since Warren Buffett continues to buy it, but oil has been a surprising loser here…That is not my favorite, I would suggest that you take a hard look at buying the stock of Coterra.”
• Trade Desk: ”…It is an expensive stock, but it is a good one.”
• Adient: “I known Adient, I can’t recommend anything that’s even remotely near the blast zone that is autos right now.”
• Marvell: “I think that Matt Murphy is doing a terrific job…I know Matt may not like this, but I think that the better buy right now may actually be Broadcom.”
• AT&T: “I don’t like AT&T…The answer is no thank you.”
• Emerson: “It just had a very nice run, the charitable trust owns it…I happen to think that Emerson remains a core holding for my charitable trust.”
• Edwards Lifesciences: “that was a terrible quarter…They must do better than that.”

Ticker: NOC, LCID, OXY [COTERA buy buy uby, TTD, ADNT,  MRVL [buy AVGO is better one], T [no, thank you], EMR [trust owns it],  EW

 

(6) [No Video Clip for non-Club Member] Goldman says malls are poised for a comeback, there’s logic to that, says Jim Cramer (https://www.cnbc.com/video/2023/11/01/goldman-says-malls-are-poised-for-a-comeback-theres-logic-to-that-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at Simon Property Group’s quarter and sees if malls could be making a comeback with the consumer

 

Other Stocks Discussed (Calls with Audiences): Tractor Supply (TSCO), FedEx (FDX)[run by dynamite CEO. buy buy by], Netflix (NFXL) [Dynamite quoter, you can buy NFXL], Palo Alto Network (PANW) [best in show in terms of cyber security. buy buy buy] , Arm holdings (ARM) [one of the winner here, I am bullish] , Instacart (CART) [I don’t see a great growth]

 

Ref: Links to other sites that relate to episode of November 1, 2023

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

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