Mad Money: 2023年1月18日(水)の放送の要点

2023年1月18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 says market is in a period of consolidation, getting rid of ‘weak-handed investors’ (https://www.cnbc.com/2023/01/18/jim-cramer-market-is-getting-rid-of-weak-handed-investors.html)

• CNBC’s Jim Cramer warned investors that stocks could continue to fall — at least in the near future.
• Stocks tumbled on Wednesday after December retail sales data heightened fears of a recession and investors took profits on gains from earlier this month.

(2) Cramer goes over two industries whose stocks have been hammered by the Covid pandemic (https://www.cnbc.com/video/2023/01/18/cramer-goes-over-two-industries-whose-stocks-have-been-hammered-by-the-covid-pandemic.html)

Cramer gave his take on which industries have seen their stocks get hammered, with little sign of recovery, after the U.S. reopened its economy for the first time since the onset of the Covid pandemic.

Office REIT: Boston Properties, Inc. (BXP), Vornado Realty Trust (VNO), SL Green Realty Corp. (SLG), Movie Theaters: Cineworld (CNL), AMC Entertainment (AMC), Cinemark Holdings (CNK)

(3) Off-the-Chart: Charts suggest the S&P 500 is at a make-or-break moment, Jim Cramer says (https://www.cnbc.com/2023/01/18/charts-suggest-the-sp-500-is-at-a-make-or-break-moment-cramer-says.html)

• CNBC’s Jim Cramer on Wednesday said that the benchmark S&P 500 is at a crossroads, poised to either tumble further or roar higher.
• “The charts, as interpreted by Jessica Inskip, suggest that we’re at an important moment where the S&P 500’s found an equilibrium,” he said.

(4) [No Video Clip] Jim Cramer goes over J.B. Hunt’s fourth quarter earnings (https://www.cnbc.com/video/2023/01/18/jim-cramer-goes-over-jb-hunts-fourth-quarter-earnings.html)

Cramer went over J.B. Hunt’s most recent quarterly earnings results and his thoughts on the company’s stock.

Ticker: JBHT

(5) Cramer’s lightning round: TransMedics is a total winner (https://www.cnbc.com/2023/01/18/cramers-lightning-round-transmedics-is-a-total-winner.html)

• SoFi Technologies Inc: “There was a report that came out earlier this week that said that they are, like many other banks, struggling with the idea that [interest] rates went up really fast, much quicker than they were ready for. I don’t know.”
• HighPeak Energy Inc: “HighPeak’s a very inexpensive stock. … I do like it very much.”
• TransMedics Group Inc: “I’d wait for a little bit of a pullback, but I think this is a total winner.”
• Virgin Galactic Holdings Inc: “I kind of never thought I’d say this, but as a spec, that sounds darn good.”
• BHP Group Ltd: “Wait a couple of days, then … pull the trigger.”
• Unilever PLC: “I think it’s a very well-run company. … But it’s not going to run overnight.”

Ticker: SOFI, HPK, TMDX, SPCE, BHP, UL

(6) [No Video Clip] Jim Cramer explains his ‘life is too short’ investing theory (https://www.cnbc.com/video/2023/01/18/jim-cramer-explains-his-life-is-too-short-investing-theory.html)

Cramer broke down his ‘life is too short’ investing theory on Wednesday.

Other Stocks Discussed (calls with audience): Constellation Brands (STZ), Block (SQ), Pfizer (PFE)

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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