Mad Money: 2023年1月19日(木)の放送の要点

2023年1月19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 an ‘obsession’ with mega-cap tech names is overshadowing a bull market (https://www.cnbc.com/2023/01/19/jim-cramer-says-an-obsession-with-mega-cap-tech-names-is-overshadowing-a-bull-market.html)

• CNBC’s Jim Cramer on Thursday said that the carnage in tech stocks like Tesla, Salesforce and Amazon is concealing a bull market in other names.
• “We had a very traditional bull market based on the dollar and interest rates peaking,” he said.

(2) Jim Cramer says it’s too soon to buy video game stocks like Activision and Take-Two (https://www.cnbc.com/2023/01/19/cramer-too-soon-to-buy-video-game-stocks-like-activision-and-take-two.html)

• CNBC’s Jim Cramer warned investors not to pick up beaten-up shares of video game companies like Activision and Take-Two just yet.
• Video game companies saw their stocks skyrocket during the height of the Covid pandemic, as consumers hunkered down and turned to at-home entertainment.
• That changed when the economy reopened, leading to a boom in outdoor activities.

Ticker: TTMO, LOGI, ATVI

(3) [No Vide Clip ] Jim Cramer answers excess questions from the Investing Club’s January meeting (https://www.cnbc.com/video/2023/01/19/jim-cramer-answers-excess-questions-from-the-investing-clubs-january-meeting.html)

Cramer answered Investing Club members’ questions on Thursday.

(4) Executive Interview: Ro CEO on Ro Body, the company’s first insurance-based offering (https://www.cnbc.com/video/2023/01/19/ro-ceo-on-ro-body-the-companys-first-insurance-based-offering.html)

Cramer spoke with Ro CEO Zach Reitano on Thursday.

(5) Cramer’s lightning round: I like ABM Industries (https://www.cnbc.com/2023/01/19/cramers-lightning-round-i-like-abm-industries.html)

• Dow Inc: “I want you to hold on. … Keep it at a 5% yield, buy some more if it goes 5.5%.”
• ABM Industries Inc: “Talk about a boring facilities management company that I like so much. You’ve got a real winner there.”
• Sun Country Airlines Holdings Inc: “Why do we have to fool around in that when we’ve got United Airlines?”
• Weyerhaeuser Co: “I like it a lot.”
• Lockheed Martin Corp: “People are worried about the Republicans and defense budget. I’m worried about the Ukrainians and defending them, and I think Lockheed Martin plays a key role.”
• Dynavax Technologies Corp: “As long as you understand that this is a speculative stock and you could lose some money in it, it’s fine by me.”
• MPLX LP: “I like the company. I like the cash flows. I like the pipelines.”
• Waste Management Inc: “I wish it would be cheaper.”
• National Fuel Gas Co: “At this point, I’d rather see you in Sempra.”
• Enphase Energy Inc: “I think Enphase Energy is the perfect way to be able to play the Inflation Reduction Act.”

Ticker: DOW, ABM, SNCY, WY, LMT, DVAX, MPLX, WM, NFG, ENPH

(6) [No Vide Clip ] Jim Cramer reminds investors to stick with boring stocks (https://www.cnbc.com/video/2023/01/19/jim-cramer-reminds-investors-to-stick-with-boring-stocks.html)

Cramer advised investors to keep boring, recession-resistant stocks in their portfolios.

Other Stocks Discussed (calls with audience): Signature Bank (SBNY), Coinbase (COIN) [heavily shorted, sell sell sell]

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

****************************