Mad Money: 2023年4月10日(月)の放送の要点

2023年4月10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) A frozen IPO market signals two positive things for stocks, CNBC’s Jim Cramer says (https://www.cnbc.com/2023/04/10/frozen-ipo-market-signals-two-positive-things-for-stocks-jim-cramer.html)

• A lack of IPOs from new market entrants may be good news for companies that are already entrenched in their industries, CNBC’s Jim Cramer said on Monday.
• As incumbent companies see no new competition to their stocks, they will be poised to win, Cramer predicted.

(2) [No Video Clip for non-Club Member] What does the jobs report mean for the Fed? Cramer’s braking down the implications (https://www.cnbc.com/video/2023/04/10/what-does-the-jobs-report-mean-for-the-fed-cramers-braking-down-the-implications.html)

“Mad Money” host and former hedge fund manager, Jim Cramer, breaks down what Friday’s jobs report means for the Fed and the markets.

“Cramer: Friday’s job report was a step in the right direction for cooling inflation … as long as we continue to see softer numbers, starting with Wednesday’s CPI print.”

(3) [No Video Clip for non-Club Member] Am I too negative?: Cramer on the Macro environment (https://www.cnbc.com/video/2023/04/10/cramer-on-the-macro-environment.html)

“Mad Money” host and former hedge fund manager, Jim Cramer, gives his take on the macros.

5 Undervalued stocks: MSFT, NKE, BA, WMT, JPM

(4) [No Video Clip for non-Club Member] TopGolf Callaway Brands Corp. (https://www.cnbc.com/video/2023/04/10/topgolf-callaway-brands-corp.html)

“Mad Money” host and former hedge fund manager, Jim Cramer, discusses TopGolf.

Ticker: MODG

“Bottom Line: I’m still a fan of Acushnet, but I’d much rather own Topgolf Callaway.”

(5) Lightning Round: Disney is a buy (https://www.cnbc.com/video/2023/04/10/lightning-round-disney-is-a-buy.html)

Mad Money host Jim Cramer weighs in on all manner of stocks, including Walt Disney, Elf Beauty, Occidental, Sibanye and Rocket Lab.

Ticker: DIS [Buy, Charitable Trust owns it], ELF [such a winner, buy buy buy], OXY [fine, but we are PXD people], SBSW [I must do about this company], RKLB [cannot recommend a company which lose money]

(6) [No Video Clip]Cramer on semi conductor stocks:

Ticker: MU, WD [buy now]

“Cramer: When it comes to flash, there are only three big players: Samsung, Micron & Hynix.”

“Cramer: Stocks have become too cheap relative to all sorts of benchmarks

Other Stocks Discussed (calls with audience): Tesla (TSLA) [I am not go against Elon Musk], Ally Financial (ALLY) [No], PNC Financial (PNC) [I am not recommending regional bank], Cal-Maine Foods (CALM) [so commodity oriented, and am afraid to recommending it]

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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