Mad Money: 2023年1月11日(水)の放送の要点

2023年1月11日(水)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 explains why the December CPI number is a ‘big deal’ (https://www.cnbc.com/2023/01/11/jim-cramer-explains-why-the-december-cpi-number-is-a-big-deal.html)

• CNBC’s Jim Cramer on Wednesday broke down the significance of the December consumer price index report for investors.
• “Unless inflation’s coming down in all the right places, this earnings season could be very rough,” he said.

(2) Off-the-Chart: Charts suggest the market could rally for the next couple of months, Jim Cramer says (https://www.cnbc.com/2023/01/11/charts-suggest-the-market-could-rally-for-the-next-couple-months-jim-cramer-says.html)

• CNBC’s Jim Cramer on Wednesday said that the markets’ recent gains could become a sustained rally.
• Stocks rose on Wednesday, continuing the year’s strong start as investors grew confident that the Federal Reserve is winning its battle against inflation.

Ticker: NFLX, META, AMZN, GOOG, SPX

(3) Jim Cramer likes these 5 ‘reasonably’ valued stocks in the S&P 500 (https://www.cnbc.com/2023/01/11/jim-cramer-likes-these-5-reasonably-valued-stocks-in-the-sp-500.html)

• CNBC’s Jim Cramer on Wednesday offered investors a list of stocks that he believes could be great additions to portfolios.
• “We only want … stocks if they’re reasonably valued because this market has very little patience for anything expensive,” he said.

Note: PEG Ratio = (Price/EPS) / EPS Growth Rate

Ticker: SYY, JCI, MS, RL, VICI

(4) Executive Interview: Masimo CEO on how its watch compares to the Apple Watch (https://www.cnbc.com/video/2023/01/11/masimo-ceo-on-how-its-watch-compares-to-the-apple-watch.html)

Cramer spoke with Masimo Corporation CEO Joe Kiani on Wednesday.

Ticker: MASI

(5) Cramer’s lightning round: I would hold onto Biomarin Pharmaceutical (https://www.cnbc.com/2023/01/11/cramers-lightning-round-i-would-hold-onto-biomarin-pharmaceutical.html)

• Black Stone Minerals LP: “I like this situation.”
• Biomarin Pharmaceutical Inc: “I would hold onto that one.”
• Kura Oncology Inc: “That’s it, one of these personalized oncology companies. Here’s what I say about those. Some of them are going to work, and some are not.”

Ticker: BSM, BMRN, KURA

(6) [No Video Clip] Jim Cramer gives his take on Tesla and the companies that tried to become the ‘next Tesla’ (https://www.cnbc.com/video/2023/01/11/jim-cramer-gives-his-take-on-tesla-and-the-companies-that-tried-to-become-the-next-tesla.html)

Cramer offered his thoughts on why several companies failed to become the next Tesla.

Ticker: TSLA

Other Stocks Discussed (calls with audience): Zillow (Z) [Wait for a little bit. I would rather be in an other industry], Alibaba (BABA) [you have to do it without me]

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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