Mad Money: 2023年5月1日(月)の放送の要点

2023年5月1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) This earnings season has been ‘pretty darn good’ and several companies stand out, Jim Cramer says (https://www.cnbc.com/2023/05/01/jim-cramer-several-companies-stand-out-this-earnings-season.html)

• After getting earnings from two-thirds of Dow Industrials, it shouldn’t come as a surprise that the market is so high, Jim Cramer said.
• “This was supposed to be a bad earnings season, but it’s been pretty darn good,” he said on Monday.

Earning scoreboard – Dow Components –

• Great – AXP, BA, CAT, XON, CVX, KO, HON, JNJ, MCD, MRK, MSFT, JPM, PG [Charitable Trust owns PG], VZ, UNH [I like HUM better which is owned by Charitable Trust],  V
• Okay – DOW, INTC, MMM, TRV
• More work to do – AMGN, GS, IBM

“Bottom Line: We’ve had a lot of wins, & Not too many losses so far during earnings season.”

(2) [No Video Clip for Non-Club Member] Jim Cramer breaks down earnings results from Big Tech titans with new stock group: M.A.M.A. (https://www.cnbc.com/video/2023/05/01/jim-cramer-breaks-down-earnings-results-from-big-tech-titans-with-new-stock-group-mama.html)

‘Mad Money’ host introduces ‘M.A.M.A.’ to group together earnings from Big Tech titans Microsoft, Alphabet, Meta, and Amazon.

Ticker: MSFT, GOOGL, META, AMZN

“Bottom Line: I think MSFT was best, beating META by a nose, GOOGL behind and AMZN last.”

(3) [No Video Clip for Non-Club Member] Off-the-Chart: Jim Cramer talks the pros and cons of Disney ahead of quarterly earnings report (https://www.cnbc.com/video/2023/05/01/jim-cramer-talks-the-pros-and-cons-of-disney-ahead-of-quarterly-earnings-report.html)

‘Mad Money’ host Jim Cramer weighs the pros and cons of Disney’s stock ahead of the company’s quarterly earnings report.

Ticker: DIS [owned by Charitable trust]

“Bottom Line: The charts suggest DIS could be heading for a breakout to the upside … Might be worth getting into ahead of earnings.”

(4) [No Video Clip for Non-Club Member] ResMed CEO Mick Farrell goes one-on-one with Jim Cramer to discuss quarterly results (https://www.cnbc.com/video/2023/05/01/resmed-ceo-mick-farrell-goes-one-on-one-with-jim-cramer-to-discuss-quarterly-results.html)

ResMed CEO Mick Farrell joins ‘Mad Money’ host CEO to discuss quarterly growth, supply chain issues, and the companies outlook for the future.

Ticker: RMD

(5) Lightning Round: Too many EV competitors is bad news for NIO (https://www.cnbc.com/video/2023/05/01/lightning-round-too-many-ev-competitors-is-bad-news-for-nio.html)

“Mad Money” host Jim Cramer weighs in on stocks, including NIO, BHP Group, Edwards Lifesciences, Palantir, M&T Bank, Zim, and Bunge.

Ticker: NIO [I’m not a fan of Chinese stocks], BHP [buy buy buy], EW [They just had their first good quarter, I don’t think you want to bail on them now], PLTR [I don’t think it’s going to go far at all], MTB [a good bank], ZIM [stay away from the group including that one], BG [If you want to be in that filed, we do not want to be in BG, we want to be in DE]

(6)[No Video Clip for Non-Club Member] JPMorgan’s acquisition of First Republic Bank is a win-win-win scenario, says Jim Cramer (https://www.cnbc.com/video/2023/05/01/jpmorgans-acquisition-of-first-republic-bank-is-a-win-win-win-scenario-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer breaks down the big winners of JPMorgan acquisition of First Republic Bank.

Other Stocks Discussed (calls with audience): PayPal (PYPL) [don’t buy], The E.W. Scripps Company (SSP) [cannot give a thumbs up], TopGolf Callaway Brands (MODG) [terrific idea]

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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