Mad Money: 2023年9月20日(水)の放送の要点

2023年9月20日(水)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) Cramer says the Fed won’t stop rate hikes until inflation is under control (https://www.cnbc.com/2023/09/20/cramer-doesnt-think-feds-done-tightening-until-inflation-goes-down.html)

• CNBC’s Jim Cramer on Wednesday addressed the state of inflation in the U.S. and said the Fed will not stop rate hikes until the cost of living comes down.
• “For two years now, we’ve heard that the Fed’s rapid rate hikes would soon cause a recession, which would then crush inflation and ultimately lead to rate cuts,” Cramer said. “But that never happened.”

“Bottom Line: Powell’s done a good job taming inflation – he deserves the benefit of the doubt.”

(2) [No Video Clip for non-Club Member] Executive Interview: Trex CEO Bryan Fairbanks goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/09/20/trex-ceo-bryan-fairbanks-goes-one-on-one-with-jim-cramer.html)

Trex President and CEO Bryan Fairbanks joins ‘Mad Money’ host Jim Cramer to talk manufacturing, home improvment tailwinds and more.

Ticker: TREX

(3) [No Video Clip for non-Club Member] I like DuPont because its story is simple, says Jim Cramer (https://www.cnbc.com/video/2023/09/20/i-like-dupont-because-its-story-is-simple-says-jim-cramer.html)

The buyback monsters: DD (share count reduction 7.6%) [buy buy buy], VRSK (7.3%), BKNG, EXPE

“Bottom Line: I think Dupont, Verisk and EXPE are 3 buyback monsters you can believe in.”

(4) Wingstop CEO says majority of company’s growth comes from existing franchisees reinvesting (https://www.cnbc.com/2023/09/20/wingstop-ceo-says-growth-comes-from-existing-franchises-reinvesting.html)

• Wingstop CEO Michael Skipworth told CNBC’s Jim Cramer how the chicken wings-focused restaurant chain is growing its brand.
• “If we look back over the restaurants we’ve opened over the last year, over 90% of those came from our existing franchisees reinvesting, which I think just speaks to the strength of the model,” Skipworth said.

Ticker: WING

(5) Cramer’s Lightning Round: Carrier Global is ‘terrific’ (https://www.cnbc.com/2023/09/20/cramers-lightning-round-carrier-global-is-terrific.html)

• Carrier Global: “This is just an unbelievable infrastructure play, I think it’s terrific…We don’t have a good market right now, but I think that Dave Gitlin’s doing an amazing job.”
• Becton, Dickinson and Company: They’ve got good dividends, they’re a global company, and they’ve got large, institutional investors. And they got great earnings, and I think it’s terrific. The only thing they don’t have right now is that good a chart, but I’m saying [buy, buy, buy] high quality!”
• Enterprise Products Partners: “This has been my favorite, unbelievable…It has a 7% yield, it’s an incredible pipeline company, I think it’s terrific.”
• Dutch Bros: ”… They are over expanding, they ought to cool it and just slow down. But don’t own the stock.”
• Arista Networks: “That was an unbelievable quarter, and the answer is, Nittany Lion, absolutely. It’s like a new Penn State quarterback.”

Ticker: CARR, BDX [buy buy buy], EPD, BROS, ANET

(6) [No Video Clip for non-Club Member] Ford can’t afford to have expensive labor if it’s going to compete with Tesla, says Jim Cramer (https://www.cnbc.com/video/2023/09/20/ford-cant-afford-to-have-expensive-labor-if-its-going-to-compete-with-tesla-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the ongoing UAW strike.

Ticker: ORCL, F

Other Stocks Discussed (Calls with Audiences): GE HealthCare Technologies (GEHC), fubo TC (FUBO) [No], Eli Lilly (LLY) [charitable trust sold some], Arista Networks (ANET)

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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