Mad Money: 2023年5月12日(金)の放送の要点

2023年5月12日(金)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) Here’s what Jim Cramer expects from key consumer earnings next week (https://www.cnbc.com/2023/05/12/heres-what-jim-cramer-expects-from-key-consumer-earnings-next-week.html)

• Major reports from consumer and retail names next week could serve as indicators for the economy, CNBC’s Jim Cramer said.
• The uncertainty caused by a potential debt crisis in Washington, D.C., has cast a pallor over the markets.

[TJX owned by Charitable Trust, Charitable Trust has small position in FL]

(2) Executive Interview: ‘I don’t need to dethrone a king’: New Lyft CEO says the company can succeed without annihilating Uber (https://www.cnbc.com/2023/05/12/lyft-ceo-says-the-company-will-succeed-alongside-rideshare-king-uber.html)

• Lyft’s new CEO, former Amazon executive David Risher, told CNBC’s Jim Cramer company doesn’t need to annihilate the competition to turn around its fortunes.
• Instead, he said Lyft will achieve distinction from its peers with features like “wait and save,” as well as a new preorder feature at airports.

Ticker: LYFT

(3) [No Video Clip for non-Club Member] Jim Cramer takes a look at Wynn Resorts’ stellar quarterly report (https://www.cnbc.com/video/2023/05/12/jim-cramer-take-a-look-at-wynn-resorts-stellar-quarterly-report.html)

‘Mad Money’ host Jim Cramer goes over some of the earnings you may have missed this week including Wynn Resorts which notched several big wins for the quarter.

Ticker: WYNN [buying opportunity, owning for charitable trust]

(4) [No Video Clip for non-Club Member] Jim Cramer grades portfolio’s to answer the question ‘Am I Diversified?’ (https://www.cnbc.com/video/2023/05/12/jim-cramer-grades-portfolios-to-answer-the-question-am-i-diversified.html)

• IBM, BGS [I don’t like BGS, get CPB], ConEdison, BN, CODI [segment of real estate, I don’t feel comfortable with. I’d rather see you in Lennar] — diversified but I don’t like the stocks
• COST, IBM, MRK, BRK-B, UNH –> perfect
• AEP, ITW, UNP [favoring Canadian Pacific], PEP, AAPL –> I like this portfolio, very nice portfolio
• BRK-B, CAT, XOM, AAPL, PFE [prefer LLY which is owned by the charitable trust]

(5) Cramer’s lightning round: Stay away from Virgin Galactic (https://www.cnbc.com/2023/05/12/cramers-lightning-round-stay-away-from-virgin-galactic-.html)

• Virgin Galactic: : “That company’s losing money hand over foot – I think it probably lost like $1 million during the course of this phone call. We’re going to have to say no to that company.”
• Fastly: “Almost a year ago we decided you needed to make some money too, and those guys have not gotten with the program. So the answer is no.”
• SpaceMobile: ”[sell, sell, sell!]”
• Rocket Companies: “We’ve got nothing to say about Rocket Mortgage. We don’t like mortgage companies.”
• Catalyst Pharmaceuticals: “This is a company that I think is a terrific [speculative stock] because it’s got medical solutions and a lot of the medical companies need something like this.”

Ticker: SPCE [No], FSLY [No], ASTS [sell sell sell sell], RKT, CPRX

(6) [No Video Clip for non-Club Member] Jim Cramer talks economic trends coming out of China (https://www.cnbc.com/video/2023/05/12/jim-cramer-talks-economic-trends-coming-out-of-china.html)

‘Mad Money’ host Jim Cramer discusses how China is boosting stocks trading on U.S. exchanges and what these larger trends may predict for the future.

[Chartable trust owns Starbucks], EL

Other Stocks Discussed (calls with audience): Estee Lauder (EL) [club name, too much inventory, I am a believer, bet with not against EL], MODG Topgolf Callaway [guidance kills the stock, shocked and disappointed, it was not good at all], Airbnb (ABNB) [buy the stock buy on Monday, at 100 that would be the price I would pick], Draftkings (DKNG) [losing money, but have tremendous momentums, because of the nature of the charitable trust, I do not buy stock of a company that is losing money, but I like the 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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