Mad Money: 2023年4月3日(月)の放送の要点

2023年4月3日(月)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) Here’s how Jim Cramer thinks the banking crisis will impact the consumer (https://www.cnbc.com/2023/04/03/heres-how-jim-cramer-thinks-the-banking-crisis-will-impact-consumers.html)

• The consumer is still bound for some pain, CNBC’s Jim Cramer said, although the blame lies more with the banks than with the Federal Reserve.
• Pressure will come in three key areas, Cramer said.

(2-1) [No Video Clip for non-Club Members] Too cheap to ignore? Not always – Cramer on why low prices of stocks give him pause (https://www.cnbc.com/video/2023/04/03/too-cheap-to-ignore-not-always—cramer-on-why-low-prices-of-stocks-give-him-pause.html)

Mad Money host Jim Cramer gives his take on low priced stocks and whether he would invest in them or not.

Mad math: Share price/ earnings per share = P/E ratio

(2-2) [No Video Clip for non-Club Members] Low P/E, high risk? – Refiners

Ticker: Valero (VLO), Marathon Petroleum (MPC)

“Bottom Line: When you see a company with a huge earnings spike, you have to ask if it’s sustainable … Last year, we saw an incredible moment for the refiners, but its come and gone.”

(3-1) [No Video Clip for non-Club Members] Cramer on the automakers (https://www.cnbc.com/video/2023/04/03/cramer-on-the-automakers.html)

Mad Money host Jim Cramer gives his take on the automotive sector.

Ticker: Ford (F) [Charitable Trust owns F; I think this will be a breakout quarter for Ford], General Motors (GM)

“Cramer: If the Fed can engineer a soft landing, Ford & GM are the beneficiaries”

“Bottom Line; In the case of Ford and GM, I think the bear case is too pessimistic.”

(3-2) [No Video Clip for non-Club Members] Low P/E, high risk? – Auto dealers

Ticker: Lithia Motors (LAD), AutoNation (AN)

(4) [No Video Clip for non-Club Members] Cramer on Nvidia Corporation (https://www.cnbc.com/video/2023/04/03/cramer-on-nvidia-corporation.html)

Mad Money host Jim Cramer sets investors up for positioning in Q2.

First quarter scoreboard — The winners and losers of 1Q ‘ 23 in S&P 500

Honorable mentions — AMD and CRM [Charitable Trust names]

(5) Lightning Round: Simon Property CEO is money (https://www.cnbc.com/video/2023/04/03/lightning-round-simon-property-ceo-is-money.html)

Mad Money host Jim Cramer weighs in on all manner of stocks, including Boot Barn, Simon Property, LNC, TransOcean and Martin Marietta

Ticker: BOOT [Too cheap], SPG [Not going to avandan my liking], LNC [Something long there, we need to talk with CEO], RIG [trust owns HAL is cheaper ,  , better], MLM [    is  good too]

(6) Cramer on China (https://www.cnbc.com/video/2023/04/03/cramer-on-china.html)

ad Money host Jim Cramer gives his take on China and the impact of its reopening on the global markets.

Other Stocks Discussed (calls with audience): Bank of America (BAC) [Going to be fine. Cannot take a pain. Such a good bank and so well run], United Health (UNH) [I switched to Humana because they had a much better plan], Public Service (PEG) [Buy some] , Pioneer Natural (PXD) [stay put, not trim], Accenture (ACN) [Buy buy buy, my favorite for a long term]

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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