Mad Money: 2023年1月20日(金)の放送の要点

2023年1月20日(金)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) Cramer’s week ahead: ‘Be on your toes’ this earnings period (https://www.cnbc.com/2023/01/20/cramers-week-ahead-be-on-your-toes-this-earnings-period.html)

• CNBC’s Jim Cramer urged investors to be careful and slow with their decisions when the new earnings season kicks off next week.
• The biggest companies in tech, retail and consumer goods will report their quarterly financial results.

(2) Jim Cramer names 6 e-commerce plays that are buys, says to wait on Amazon (https://www.cnbc.com/2023/01/20/cramer-names-6-e-commerce-plays-that-are-buys-says-to-wait-on-amazon.html)

• CNBC’s Jim Cramer on Friday offered investors a list of e-commerce plays he believes are worth buying, despite the group’s rough performance in 2022.
• He cautioned that while he believes the group’s struggles are temporary, it’s still too early to buy many of the names in the e-commerce space — including Amazon.

E-Commerce:　ETSY [favorite stock], SHOP, PINS, MELI, CHWY, PLD [you can own right now]; ULTA, LULU, NKE, AMZN

(3) Cramer explains why he’s bullish on Netflix (https://www.cnbc.com/video/2023/01/20/cramer-explains-why-hes-bullish-on-netflix.html)

Cramer broke down why he believes Netflix stock has more room to run.

Ticker: NFLX

(4) Executive Interview: Huntington Bancshares CEO says small businesses are generally in ‘good shape’ despite macro headwinds (https://www.cnbc.com/video/2023/01/20/huntington-bancshares-ceo-says-small-businesses-are-generally-in-good-shape-despite-macro-headwinds.html)

Cramer spoke with Huntington Bancshares CEO Steve Steinour on Friday.

Ticker: HBAN

(5) Cramer’s lightning round: I like Juniper Networks (https://www.cnbc.com/2023/01/20/cramers-lightning-round-i-like-juniper-networks.html)

• AT&T Inc: “It’s not as bad as it used to be.”
• Plug Power Inc: ”[CEO] Andy Marsh has promised us profitably for a very long time. … My bountiful patience is beginning to get tried.”
• Juniper Networks Inc: “I like Juniper Networks. They’re doing a lot that’s right.”
• KAR Auction Services Inc: “I like KAR. I think KAR is very, very good.”
• Medtronic PLC: “We are not going to make money in Medtronic.”
• Devon Energy Corp: “Keep buying.”

Ticker: T, PLUG, JNPR, KAR, MDT, DVN

(6) [No Video Clip] Jim Cramer offers his thoughts on layoff announcements from Meta, Alphabet and Amazon (https://www.cnbc.com/video/2023/01/20/jim-cramer-offers-his-thoughts-on-layoff-announcements-from-meta-alphabet-and-amazon.html)

Cramer gave his take on recent layoff announcements from Big Tech companies.

Other Stocks Discussed (calls with audience): Ebay (EBAY) [OK, but inexpensive for years] , PayPal (PYPYL) [price is too low to sell, sell at 90s], Salesforce (CRM)

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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