Mad Money: 2023年1月6日(金)の放送の要点

2023年1月6日(金)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) Cramer’s week ahead: Corporate earnings will set the tone for the market (https://www.cnbc.com/2023/01/06/cramers-week-ahead-corporate-earnings-will-set-the-market-tone.html)

• CNBC’s Jim Cramer said Friday that corporate earnings reports next week will be key in determining the market’s performance.
• “As good as these macro numbers were for the market, they’ll become a sideshow when we actually start getting earnings reports, and that happens at the end of next week,” he said.

(2) Cramer explains why Silvergate is a ‘pivotal’ part of the crypto ecosystem (https://www.cnbc.com/video/2023/01/06/cramer-explains-why-silvergate-is-a-pivotal-part-of-the-crypto-ecosystem.html)

Cramer on Friday explained what purpose Silvergate serves in the crypto space.

Ticker: SI

(3) Jim Cramer says these 5 Nasdaq losers could rebound in 2023 (https://www.cnbc.com/2023/01/06/jim-cramer-says-these-5-nasdaq-losers-could-rebound-in-2023.html)

• CNBC’s Jim Cramer on Friday named four stocks that he believes could mount a comeback this year.
• To come up with his picks, he parsed through last year’s worst-performing stocks listed in the Nasdaq 100.

Worst of Nasdaq: ABNB [buy a little by little], MU [wait for a several month], LRCX, ILMN, QCOM [owned by Charitable Trust]

(4) Executive Interview: AeroVironment CEO says the company has a record amount of backlog (https://www.cnbc.com/video/2023/01/06/aerovironment-ceo-says-the-company-has-a-record-amount-of-backlog.html)

Cramer spoke with AeroVironment CEO Wahid Nawabi on Friday.

Ticker: AVAV [winner of the rest of the year]

(5) Cramer’s lightning round: I’m very concerned about Veru (https://www.cnbc.com/2023/01/06/cramers-lightning-round-im-very-concerned-about-veru.html)

• Corning Inc: “It’s fine. … Let it come in.”
• Veru Inc: “I’m very concerned about it.”
• HealthEquity Inc: “Expensive stock, another one of these stocks not making much money. I think we’re going to have to take a major league pass.”
• Mobileye Global Inc: “I think that you should hold off on buying Mobileye right now.”
• GFL Environmental Inc: “I think it’s a real good situation.”
• ChargePoint Holdings Inc: “ChargePoint’s a little too speculative.”
• Bumble Inc: “We’re not seeing the kind of profitability that makes me feel like that stock’s inexpensive.”
• Suburban Propane Partners LP: ”[The] propane market is historically, let’s say, too volatile and erratic for me.”
• Axon Enterprise Inc: “It’s a terrific law enforcement package that I think is really good for everybody. I like it.”
• Coterra Energy Inc: “It’s the best natural gas company and a great oil company.”
• Nuscale Power Corp: “If you want small, nuclear modular reactors, I’m going to have to say, the Constellation Energy group. That’s who’s got it.”

Ticker: GLW, VERU, HQY, MBLY, GFL, CHPT, BMBL, SPH, AXON, CTRA, SMR

(6) [No Video Clip] Jim Cramer explains the lesson to be learned from Friday’s trading session (https://www.cnbc.com/video/2023/01/06/jim-cramer-explains-the-lesson-to-be-learned-from-fridays-trading-session.html)

Cramer explained what takeaways investors should have from Friday’s trading session.

Other Stocks Discussed (calls with audience): Pioneer Natural Resources (PXD), Hanesbrands (HBI) [do not go there], Portillo (PTLO) [great bargain, buy and put away]

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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