Mad Money: 2023年5月9日(火)の放送の要点

2023年5月9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) Why betting on Home Depot could be a win right now, according to Jim Cramer (https://www.cnbc.com/2023/05/09/jim-cramer-betting-on-home-depot-could-be-a-win-right-now.html)

• In two recent paint and manufacturing conference calls, CEOs said professional contractors have surprisingly strong backlogs, despite a cooldown on the consumer front.
• To Cramer, this makes Home Depot a compelling stock right now, since contractors often favor the home improvement retailer.

“The craft of stock picking

• check out the day’s big winners
• listen to the conference call
• read the Wall Street research
• compare the stock to its peers
• examine the stock chart”

Ticker: TREX, AZEK, HD

(2) [No Video Clip for non-Club Member] Executive Interview: Xponential Fitness CEO Anthony Geisler sits down with Jim Cramer to talk quarterly earnings results (https://www.cnbc.com/video/2023/05/09/xponential-fitness-ceo-anthony-geisler-sits-down-with-jim-cramer-to-talk-quarterly-earnings-results.html)

Xponential Fitness CEO Anthony Geisler joins ‘Mad Money’ host Jim Cramer to discuss quarterly earnings results, outlook for the second half of the year, and the pandemic recovery period.

Ticker: XPOF

(3) [No Video Clip for non-Club Member] Off-the-Chart: A weaker U.S. dollar is good for stocks, says Jim Cramer (https://www.cnbc.com/video/2023/05/09/a-weaker-us-dollar-is-good-for-stocks-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer breaks down the correlation between a weaker dollar and the stock market.

(4) Executive Interview: Brunswick Corp. CEO David Foulkes goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/05/09/brunswick-corp-ceo-david-foulkes-goes-one-on-one-with-jim-cramer.html)

Brunswick Corp. CEO David Foulkes joins ‘Mad Money’ host Jim Cramer to talk sales numbers, luxury item demand, and more.

(5) Lightning Round: Stem hasn’t been able to execute its game plan (https://www.cnbc.com/video/2023/05/09/lightning-round-stem-hasnt-been-able-to-execute-its-game-plan.html)

‘Mad Money’ host Jim Cramer weighs in on stocks including: Nextera Energy Partners, CSX Corp., Stem Inc., Polaris Inc., Fortinet Inc., Perion Network, and SoFi.

Ticker: NEP [buy buy buy, you got a winner], CSX [I like CSX, buy more into the weakness], STEM [disappointed, sell sell sell], PII [did better than I thought, but I don’t want to pull the trigger on PII], FTNT [I like, club owns Palo Alto Network, but I like FTNT for ages], PERI [I don’t know it, I have to do more work and come back], SOFI [I am a believer of regional banks, I have to talk to]

(6) ‘Skyworks could rebound hard from its lows’, says Jim Cramer on post-earnings buying opportunities (https://www.cnbc.com/video/2023/05/09/skyworks-could-rebound-hard-from-its-lows-says-jim-cramer-on-post-earnings-buying-opportunities.html)

‘Mad Money’ host Jim Cramer talks buying opportunities following post-earnings call slumps in stocks.

Ticker: SWKS [I don’t think its done go higher, don’t give up] [Charitable trust owns PANW, AMD], SBUX [I am a buyer right here]

Other Stocks Discussed (calls with audience): QUALCOMM Incorporated (QCOM) [sell sell sell], Carvana Co. (CVNA) [short squeeze, it can be go up but I do not like the company that is losing money, so CVNA is not our cup of tea], DocuSign (DOCU) [start making money, can go up, at time you have to go]

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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