Mad Money: 2023年1月9日(月)の放送の要点

2023年1月9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 warns investors not to ‘gamble’ on tech stocks despite recent gains (https://www.cnbc.com/2023/01/09/jim-cramer-warns-not-to-gamble-on-tech-stocks-despite-recent-gains.html)

• CNBC’s Jim Cramer told investors to continue staying away from tech stocks, even after their gains on Monday.
• “These short-term sector rotations like we saw today — they’re irrelevant because they can’t last. Think renters, not owners. The fundamentals, now they last,” he said.

(2) Executive Interview: Conagra Brands CEO says consumers are trading down to eating at home over eating out (https://www.cnbc.com/video/2023/01/09/conagra-brands-ceo-says-consumers-are-trading-down-to-eating-at-home-over-eating-out.html)

Cramer spoke with Conagra Brands CEO Sean Connolly on Monday.

Ticker: CAG

(3) [No Video Clip] Jim Cramer goes over a case study demonstrating why investors shouldn’t exit the market (https://www.cnbc.com/video/2023/01/09/jim-cramer-goes-over-a-case-study-demonstrating-why-investors-shouldnt-exit-the-market.html)

Cramer broke down why investors shouldn’t exit the market even when things get turbulent.

S&P 500’s Tip five days of 2020: May 4 (-2.99%), June 24 (-3.06%), Oct 4 (-3.06%), Nov 10 (-5.54%), Nov 30 (-3.09%)

(4) Executive Interview: Exelon CEO on the Inflation Reduction Act and the Infrastructure Investment and Jobs Act (https://www.cnbc.com/video/2023/01/09/exelon-ceo-on-the-inflation-reduction-act-and-the-infrastructure-investment-and-jobs-act.html)

Cramer spoke with Exelon CEO Calvin Butler Jr. on Monday.

Ticker: EXC

(5) Cramer’s lightning round: I like WESCO very much (https://www.cnbc.com/2023/01/09/cramers-lightning-round-i-like-wesco-very-much.html)

• Rite Aid Corp: “We don’t want Rite Aid. Why don’t we buy CVS?”
• ADMA Biologics Inc: “It’s a great spec, but it is losing money hand over fist. I think it’s very binary. I can not like binary situations.”
• WESCO International Inc: “I like it very much. I think you have a winner.”
• AT&T Inc: “T-Mobileis the class of the field. AT&T, all I can say is, it’s not as bad as it used to [be].”
• NextDecade Corp: “Let’s go to Sempra. … That’s the one to be in.”
• Array Technologies Inc: “If they make the money that they’re supposed to make this year, then I think you’ll be in very good shape.”
• FREYR Battery SA: “That’s too tough. Losing too much money.”

Ticker: RAD, ADMA, WCC, T, NEXT, ARRY, FREY,

(6) [No Video Clip] Cramer says to take Monday’s rally as a chance to sell crypto and China stocks (https://www.cnbc.com/video/2023/01/09/cramer-says-to-take-mondays-rally-as-a-chance-to-sell-crypto-and-china-stocks.html)

Cramer reiterated his mantra that it’s never too late to sell on Monday.

Other Stocks Discussed (calls with audience): Shake Shack Inc. (SHAK)[hold, not a buy], Sweetgreen, Inc. (SG) [CMG is a better buy], Home Depot (HD) [own it for the duration not for the quarter], General Mills, Inc. (GIS) [Terrific stock to be in. You have to be stay the course with the stock.]

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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