Mad Money: 2023年4月25日(火)の放送の要点

2023年4月25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) First Republic’s ‘miserable moment’ is different from the 2008 contagion, Jim Cramer says (https://www.cnbc.com/2023/04/25/cramer-first-republics-miserable-moment-is-different-from-2008.html)

• First Republic Bank’s shaky deposit footing and dismal earnings report won’t trigger the chain reaction that investors fear, Jim Cramer said on Tuesday.
• “There’s one big difference between now and 2008: This time there is no systemic contagion,” Cramer said on Tuesday.
• First Republic tumbled over 49% on Tuesday, reaching a new 52-week low.

Ticker: FRC, GOOGL. MSFT, CMG,

(２) [No Video Clip for non-Club Member] Executive Interview: Whirlpool CEO Marc Bitzer sits down one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/04/25/whirlpool-ceo-marc-bitzer-sits-down-one-on-one-with-jim-cramer.html)

Marc Bitzer, Whirlpool CEO, joins “Mad Money” host Jim Cramer to discuss the company’s earnings, net sales and the strength of the housing market.

Ticker: WHR

(3) Executive Interview: Palo Alto CEO Nikesh Arora sits down one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/04/25/palo-alto-ceo-nikesh-arora-sits-down-one-on-one-with-jim-cramer.html)

Nikesh Arora, Palo Alto Networks CEO, joins “Mad Money” host Jim Cramer to discuss A.I., and the impact of a slowing macro environment after its presentation at the RSA Conference.

Ticker: PANW

(4) [No Vide Clip] Interview with Cowboys owner Jerry Jones

(5) Lightning Round: Don’t buy, don’t buy, don’t buy Piedmont Lithium (https://www.cnbc.com/video/2023/04/25/lightning-round-dont-buy-dont-buy-dont-buy-piedmont-lithium.html)

“Mad Money” host Jim Cramer weighs in on stocks, including Hudson Tech, Big Lots, Viking Thera, Piedmont Lithium, Best Buy, Lithium Americas and HCA Holdings.

Ticker: HDSN, BIG [No], VKTX [clinical stage biotech, need to do more work, not make judgment here], PLL [No, don’t buy], ATUS [we are not going to talk anything involved in that particular industry because the balance sheet has to be good and it isn’t], BBY [even though it’s a 5% yield it could go to a 6% yield and only ten pull the trigger], LAC [these lithium stocks I keep coming back to what Elon Musk says and there is going to be a way to get around lithium because he does like the pricing], HCA [it had great quarter]

(6) [No Video Clip for non-Club Member] Jim Cramer weighs in on the safety stocks unaffected by today’s sell-off (https://www.cnbc.com/video/2023/04/25/jim-cramer-weighs-in-on-the-safety-stocks-unaffected-by-todays-sell-off.html)

“Mad Money” host Jim Cramer discusses these stocks that climbed higher today despite the averages ending in the red.

Recession proofing: GIS, PG, KMB, PEP

“Cramer: These companies beat estimates by raising prices, which stuck because of brand power.”

Other Stocks Discussed (calls with audience): Foot Locker (FL) [COST is best in the show], ELF Beauty (ELF) [ELF is sensational. If you can get that under 90 it would be really terrific], Wells Fargo (WFC), (FIGS) [it’s not doing enough but but it founds the way to make money and that does matter]

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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