Mad Money: 2023年1月5日(木)の放送の要点

2023年1月5日(木)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 reminds investors that market pain is needed to prevent endless price hikes (https://www.cnbc.com/2023/01/05/jim-cramer-says-market-pain-is-needed-to-prevent-inflation-endless-price-hikes.html)

• CNBC’s Jim Cramer on Thursday reminded investors that pain in the stock market is unfortunately necessary for the Federal Reserve to win against inflation.
• Cramer said that while consumer spending power needs to come down for the Fed to beat inflation, it’s also inevitable that such an outcome will hurt portfolios.

(2) [No Video Clip] Executive Interview: CNBC Investing Club (https://www.cnbc.com/video/2023/01/05/watch-jim-cramers-full-interview-with-constellation-brands-ceo-bill-newlands.html)

Watch Jim Cramer’s full interview with Constellation Brands CEO Bill Newlands
Cramer interviewed Constellation Brands CEO Bill Newlands on Thursday.

Ticker: STG [held by Charitable Trust]

(3) Jim Cramer says he likes these 5 Nasdaq stocks for 2023 (https://www.cnbc.com/2023/01/05/jim-cramer-says-he-likes-these-5-nasdaq-stocks-for-2023.html)

• CNBC’s Jim Cramer on Thursday gave investors a list of stocks that he believes could be worthwhile additions to investors’ portfolios.
• “In an index that’s been folded, spindled and mutilated, I am still feeling good about a few of these stocks,” he said.

Best of the NASDAQ 2022: TMUS, REGN, PEP, AEP, DLTR

(4) JPMorgan’s Lisa Gill makes the bull case for managed healthcare stocks (https://www.cnbc.com/video/2023/01/05/jpmorgans-lisa-gill-makes-the-bull-case-for-managed-healthcare-stocks.html)

Cramer spoke with JPMorgan Managing Director Lisa Gill on Thursday.

(5) Cramer’s lightning round: Chart Industries is not a buy (https://www.cnbc.com/2023/01/05/cramers-lightning-round-chart-industries-is-not-a-buy.html)

• Carvana Co: “I do not want you in Carvana. I have disliked this stock for ages, and I reiterate that I still dislike it.”
• Chart Industries Inc: “This is not the time to go into a really gigantic company that’s involved with making all sorts of the big tankers down there in LNG-ville.”
• ZIM Integrated Shipping Services Ltd: “I don’t like the shipping services. I’ve been staying away from them for ages. I am still staying away from them.”
• Sonos Inc: “I can not recommend this stock.”
• Chewy Inc: “I still worry one day that Amazon is going to say, ‘you know what, we’ve had enough of Chewy.’”
• AvalonBay Communities Inc: “I don’t want to own it because its yield is only around 4%. … Not high enough for me.”
• Lithium Americas Corp: “Just stay away.”

Ticker: CVNA, GTLS, ZIM, SONO, CHWY, AVB, LAC

(6) [No Video Clip] Jim Cramer tells investors to remain calm despite market turbulence — ‘the sky’s not falling’ (https://www.cnbc.com/video/2023/01/05/jim-cramer-tells-investors-to-remain-calm-despite-market-turbulence-the-skys-not-falling.html)

Cramer urged investors to be calm and stay the course while navigating the turbulent stock market.

Other Stocks Discussed (calls with audience): FedEx (FDX) [Buy more for long term. CEO is doing such a good job], Coinbase Global (COIN) [avoid; problematic], Lululemon (LULU) [terrific if you own three to five years]

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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