Mad Money: 2022年10月24日(月)の放送の要点

2022年10月24日(月)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ＆トランスクリプト（英文）が掲載されているCNBCサイトへのリンクも併記しています。

(1) Jim Cramer says these 13 companies’ earnings helped drive markets higher (https://www.cnbc.com/2022/10/24/jim-cramer-these-13-companies-earnings-helped-drive-markets-higher.html)

• CNBC’s Jim Cramer on Monday offered investors a list of companies whose solid quarters he believes have helped the market rally recently.
• “Earnings are sharply better than expected, and that — not just the idea that the Fed might pause the rate hikes after its upcoming meeting — was what’s driving the market’s newfound strength,” he said.

Stocks & Ticker: Bank of America (BAC), Johnson & Johnson (JNJ), Goldman Sachs (GS), Lockheed Martin (LMT), Netflix (NFLX), Procter & Gamble (PG), IBM (IBM), Tesla (TSLA), AT&T (T), Tractor Supply (TSCO), CSX (CSX), SLB (SLB), American Express (AXP)

(2) Cramer breaks down Starboard’s thesis that drove its recent investments (https://www.cnbc.com/video/2022/10/24/cramer-breaks-down-starboards-thesis-that-drove-its-recent-investments.html)

Cramer explained why he believes Starboard recently took stakes in Wix, Splunk, Salesforce and Vertiv.

Ticker: WIX, SPLK, CRM, VRT

(3) Off-the-Chart: Charts suggest the U.S. dollar could be peaking, Jim Cramer says (https://www.cnbc.com/2022/10/24/charts-suggest-the-us-dollar-could-be-peaking-jim-cramer-says.html)

• CNBC’s Jim Cramer on Monday said that the spiking U.S. dollar could peak soon.
• To explain Carley Garner’s analysis, Cramer examined the weekly chart of the dollar index going back to 2017.

(4) Cramer breaks down his homework on Iron Mountain (https://www.cnbc.com/video/2022/10/24/cramer-breaks-down-his-homework-on-iron-mountain.html)

Cramer on Monday broke down his thoughts on Iron Mountain and whether its stock is investable.

Ticker: IRM [IRM earned our trust. Worth investing in]

(5) Cramer’s lightning round: I can’t recommend Icahn Enterprises (https://www.cnbc.com/2022/10/24/cramers-lightning-round-i-cant-recommend-icahn-enterprises.html)

• Icahn Enterprises LP: “I don’t know what’s in that fund. I can’t recommend it.”
• Constellation Energy Corp: “Constellation Energy is still good.”
• Alexandria Real Estate Equities Inc: “They’re not good enough. … I just don’t want you to buy that one.”
• New York Community Bancorp Inc: “I’d rather see you in one that should not be where it is, that yields a very good price and that’s Morgan Stanley.”
• Walgreens Boots Alliance Inc: “I think it may be time to pull the trigger.”

Ticker: IEP, CEG, ARE, NYCB, WBA

(6) Cramer explains why investors should focus on individual stocks, not futures (https://www.cnbc.com/video/2022/10/24/cramer-explains-why-investors-should-focus-on-individual-stocks-not-futures.html)

Jim Cramer on Monday advised investors to pay attention to the action of individual stocks.

Ticker: TESLA, META

Other Stocks Discussed (calls with audience): Devon Energy (DVN), SOFI (Sofi) [it is bottoming], The Kraft Heinz (KHC) [too cheap, not great company]

参考: この日の放送に関するその他のサイトへのリンク 

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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