Mad Money: 2023年1月12日(木)の放送の要点

2023年1月12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 says Disney should allow Nelson Peltz to join its board (https://www.cnbc.com/2023/01/12/jim-cramer-says-disney-should-allow-nelson-peltz-to-join-its-board.html)

• CNBC’s Jim Cramer on Thursday called on Disney to elect activist investor Nelson Peltz to its board.
• “Someone like Peltz, who’s been tremendously successful, wants to join them and they act like that’s a problem,” he said.

Ticker: DIS

(2) Executive Interview: Denbury CEO on the Inflation Reduction Act and carbon capture tax credits (https://www.cnbc.com/video/2023/01/12/denbury-ceo-on-the-inflation-reduction-act-and-carbon-capture-tax-credits.html)

Cramer spoke with Denbury CEO Chris Kendall on Thursday.

Ticker: DEN

(3) Jim Cramer gives his take on the returning CEOs of Disney, Stitch Fix and WWE (https://www.cnbc.com/video/2023/01/12/jim-cramer-gives-his-take-on-the-returning-ceos-of-disney-stitch-fix-and-wwe.html)

Cramer gave his thoughts on three returning CEOs and whether he believes their return will ultimately benefit the companies.

Ticker: DIS, SFIX, WWE

(4) Dr. Topol discusses new Covid variant, stresses the importance of getting vaccinated, masking and testing (https://www.cnbc.com/video/2023/01/12/dr-topol-discusses-new-covid-variant-stresses-the-importance-of-getting-vaccinated-masking-and-testing.html)

Cramer spoke with Dr. Eric Topol, founder of the Scripps Research Translational Institute, on Thursday.

（５) Cramer’s lightning round: I like Entegris (https://www.cnbc.com/2023/01/12/cramers-lightning-round-i-like-entegris.html)

• Rivian Automotive Inc: “We’re against the money losers. … We’re staying away from the losers.”
• ZIM Integrated Shipping Services Ltd: “I don’t trust it. And I’ve been right so far.”
• CF Industries Holdings Inc: “I like Mosaic more, but I like CF a lot.”
• Entegris Inc: “I like Entegris. It’s very out of favor, it’s got a little too high multiple, but it does a lot of nuts and bolts that you need to make semis, so that’s okay by me.”
• Clearfield Inc: “Lately, since this year began, when you see a stock go down, you’ve got to be very careful. We have to wait and see.”
• Steel Dynamics Inc: “I like Steel Dynamics, but I love Nucor.”

Ticker: RIVN, ZIM, CF, ENTG, HSIC, CLFD, STLD

（６）[No Video Clip] Jim Cramer says inflation has cooled more than the December CPI reading indicates (https://www.cnbc.com/video/2023/01/12/jim-cramer-says-inflation-has-cooled-more-than-the-december-cpi-reading-indicates.html)

Cramer explained why he believes the December CPI report was misleading.

Ticker: KBH

Other Stocks Discussed (calls with audience): Teladoc Health (TDOC) [It had a bad merger; I would not touch], Bed Bath & Beyond (BBBY) [take cost out, let rest run], Palo Alto Networks (PANW) [buy], Humana Inc. (HUM) [Charitable Trust owns HUM, best buy, cheapest in healthcare]

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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