Mad Money: 2023年5月11日(木)の放送の要点

2023年5月11日(木)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) With debt crisis looming, look to these names and sectors, Jim Cramer says (https://www.cnbc.com/2023/05/11/jim-cramer-with-debt-crisis-looming-look-to-these-names-and-sectors.html)

• There are a few key sectors that were robust in 2011′s debt ceiling crisis and could be strong if we encounter another one this year, CNBC’s Jim Cramer said.
• Consumer products, food, tech and drug names all have potential upside in the event of a debt crisis, he said.

Sectors that can weather the Debt Crisis Storm based on what bottomed first in 2011: (1) Drug Companies — LLY [chartable trust owns LLY]; (2) Consumer Products — KVUE, PEP, PG, MDLZ, CL, HSY; (3) Fast Food — MCD, Yum, Chipotle, RBI, Wendy’s; (4) Tech — MSFT, GOOGL, NVDA, META

(2) [No Video Clip for non-Club Member] Jim Cramer: latest Big Pharma spinoff, Kenvue, has promising start after IPO (https://www.cnbc.com/video/2023/05/11/jim-cramer-latest-big-pharma-spinoff-kenvue-has-promising-start-after-ipo.html)

‘Mad Money’ host Jim Cramer talks pros and cons of buying Kenvue, Johnston and Johnston’s new spinoff, after its big IPO.

Ticker: KVUE (spun off from JNJ, charitable trust owns JNJ; buy buy buy]

(3) [No Video Clip for non-Club Member] Off-the-Chart: Jim Cramer discusses timing cycles that can pinpoint where a market reversal might happen (https://www.cnbc.com/video/2023/05/11/jim-cramer-discusses-timing-cycles-that-can-pinpoint-where-a-markets-reversal-might-happen.html)

‘Mad Money’ host Jim Cramer discusses timing cycles and how they could identify where a reversal might happen.

Ticker: NFLX

(4) [No Video Clip] Executive Interview: Cramer’s digging into Brunswick

Ticker: BC

(5) Lightning Round: Icahn Enterprises is a battleground right now ‘it’s not for me’, says Jim Cramer (https://www.cnbc.com/video/2023/05/11/lightning-round-icahn-enterprises-is-a-battleground-right-now-its-not-for-me-says-jim-cramer.html)

Mad Money’ host Jim Cramer weighs in on stocks including: Amazon, Resmed, Inspire, Otter Tail, Icahn Enterprises, Roblox, and more.

Ticker: AMZN [good for long term, but not short term], INSP [very speculative situation, interesting but it is at a high], OTTR [I like utility, very good one], IEP [too hot, too hard, it is a battle ground, which is not for me], JAZZ [Iwill be staying away from these kinds of stock, Constellation Brands would be the one which the Club owns], GNRC [I recommended for a very long time, it’s been a down beat stock, it is not a stock to own right now, it will be going down which makes it even worse], ET [still buy, stick by], ORGN [too speculative], PSFE [any payment company I stop recommending, AAPL is the only wallet we need], RBLX [sell sell sell]

(6) [No Video Clip for non-Club Member] Executive fear is driving A.I. stocks performance, says Jim Cramer (https://www.cnbc.com/video/2023/05/11/executive-fear-is-driving-ai-stocks-performance-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer discusses how fear is driving A.I.’s explosion at the executive level.

Other Stocks Discussed (calls with audience): Ulta Beauty (ULTA) [recommending ULTA], Devon Energy (DVN) [I don’t want you to buy more, oil stocks are not doing well, wait until the debt ceiling issue is lifted], Huntington Bancshares Incorporated (HBAN) [I don’t recommend any regional banks during this crisis], General Motors (GM) [I cannot encourage, that’s why charitable trust owns Ford] , IBM (IBM) [the company does not have earning growth, I would like to see profitable growth], Zillow (Z) [I do not want to buy Zillow]

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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