Mad Money: 2023年3月28日(火)の放送の要点

2023年3月28日(火)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) Rallies from Walgreens, PVH and McCormick could be a good sign for earnings season, Cramer says (https://www.cnbc.com/2023/03/28/cramer-rallies-from-walgreens-pvh-and-mccormick-could-be-a-good-sign-earnings.html)

• Stocks that rallied Tuesday in response to “less than stellar” quarterly reports could bode well for earnings season, CNBC’s Jim Cramer said.
  Cramer pointed to McCormick, PVH and Walgreens as examples.
• All three stocks “roared” Tuesday, but none of the reports were “all that great,” Cramer said.

Ticker: WBA, PVH, MKC

(2) [No Video Clip for Non-member] Cramer’s on the hunt for stocks that are working in this enviromnment (https://www.cnbc.com/video/2023/03/28/cramers-on-the-hunt-for-stocks-that-are-working-in-this-enciromnment.html)

(3) [No Video Clip for Non-member] Striking the right balance? Cramer on the stocks worth considering amid uncertainty (https://www.cnbc.com/video/2023/03/28/striking-the-right-balance-cramer-on-the-stocks-worth-considering-amid-uncertainty.html)

AA+ Credit Ratings: JNJ [owned by Charitable Trust], MSFT [owned by Charitable Trust], AAPL, GOOGL, WM, BRK, AMZN,

AA- Credit Ratings: XON, CVX, PG [owned by Charitable Trust], CSCO [owned by Charitable Trust], ABT, NKE, ACN, CME, BLK, V, META

A+ Credit Ratings: LLY , ITW, PCAR,

A Credit Ratings: LIND [owned by Charitable Trust], NUE, PLD

A- Credit Ratings: CEG, VRTX, JKHY, CAT [newest addition to Charitable Trust], COP

(Green letter — included in Mad Money Best Balance Sheet ETF, Red letters — will not be included in Mad Money Best Balance SheetETF)

(4) [No Video Clip for Non-member] Off-the-Chart: Cramer discusses whether beaten-down tech stocks finally work in this market (https://www.cnbc.com/video/2023/03/28/cramer-discusses-whether-beaten-down-tech-stocks-finally-work-in-this-market.html)

Ticker: ADI

(5) Cramer’s lightning round: Western Alliance, Vornado Realty, Norwegian Cruise Line (https://www.cnbc.com/video/2023/03/28/cramers-lightning-round-western-alliance-vornado-realty-norwegian-cruise-line.html)

Ticker: Moog Inc A (MOG.A) [Buy buy buy], Western Alliance (WAL), United Rentals (URI), Vornado Realty (VNO) [worried about yield; don’t buy], Norwegian (NCLH), Alibaba (BABA)

(6) Cramer breaks down housing market after Case-Shiller showing home prices falling (https://www.cnbc.com/video/2023/03/28/cramer-breaks-down-housing-market-after-case-shiller-showing-home-prices-falling.html)

Other Stocks Discussed (calls with audience): General Electronic (GE) and GEHC [Stay there], Netflix (NFLX) [Subscribers came back and that made stock higher, And I think it will continue to do so.], Boeing (BA) [good stock, it will go higher],

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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