Mad Money: 2023年9月19日(火)の放送の要点

2023年9月19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) Cramer says investors should focus on facts and not get caught up in ‘gloom’ (https://www.cnbc.com/2023/09/19/cramer-says-investors-should-not-get-caught-up-in-gloom.html)

• CNBC’s Jim Cramer on Tuesday told investors not to let their perception of stocks be clouded by “gloom,” encouraging them to focus on companies’ overall health instead of stock movements.
• “If you let the gloom control you here, I think you’ll be making the classic mistake so many make,” he said.

Ticker: DIS, ORCL [buy for charitable trust right here], SBUX, NVDA

(2) [No Video Clip for non-Club Member] Instacart’s team was realistic when it came to assessing market demand, says Jim Cramer (https://www.cnbc.com/video/2023/09/19/instacarts-team-was-realistic-when-it-came-to-assessing-market-demand-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks Instacart’s IPO today and the IPO landscape moving forward.

Ticker: CART

(3) [No Video Clip for non-Club Member] Off-the-Chart: Jim Cramer hits the charts to talk crude oil prices (https://www.cnbc.com/video/2023/09/19/jim-cramer-hits-the-charts-to-talk-crude-oil-prices.html)

‘Mad Money’ host Jim Cramer takes a technical look at oil as prices continue to climb.

(4) [No Video Clip for non-Club Member] In an uncertain market I like to look for concrete things to fall back on, says Jim Cramer (https://www.cnbc.com/video/2023/09/19/in-an-uncertain-market-i-like-to-look-for-concrete-things-to-fall-back-on-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks navigating an uncertain market including keeping an eye on stock buybacks.

 Buyback monsters: DXC Technology [Share count reduction: 10.8%], Discover [8.5%; worst in buybacks], Synchrony [7.2%]

“Bottom Line: A big buyback’s nota reason to buy a stock – You need positive fundamentals.”

(5) Cramer’s Lightning Round: ‘too much hype’ for C3.ai (https://www.cnbc.com/2023/09/19/cramers-lightning-round-too-much-hype-for-c3ai.html)

• C3.ai: “They had a bad quarter, it was just no. No, no. I see too much hype, too much fluff, don’t want you in that stock.”
• Micron: ”…Micron’s coming out of the trough, I agree with the hype. The one thing I worry about is two firms have now upgraded it, so you got a lot of hot money in it.”
• Jack Henry & Associates: “It’s a very good company, but I do not want to be in the service bureau business for financials and banks right now.”
• Biohaven: “Now you’re really in the speculative no man’s land, and I think that if you want to, be willing to risk pretty much everything, I’m in favor of it. But you have to understand that that’s how dicey it is.”
• Sempra: “Sempra’s doing incredibly well…If anything, I would like to buy more Sempra. I think Jeff Martin’s doing a fantastic job, it’s a really interesting situation.”
• Chart Industries: ”…I think it’s doing very well. It is highly valued, but I think it’s got a lot, a big book of business.”

Ticker: AI [No], MU [buy buy buy], JKHY, BHVN, SRE, GTLS

(6) [No Video Clip for non-Club Member] The term ‘supercycle’ needs to be retired, it’s the kiss of death, says Jim Cramer (https://www.cnbc.com/video/2023/09/19/the-term-supercycle-needs-to-be-retired-its-the-kiss-of-death-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer warns of the dangers of a ‘supercycle’.

Other Stocks Discussed (Calls with Audiences): Coca Cola (KO) [I don’ think any reason to add now; no man’s land], DraftKings (DKNG) [like the stock, but diversification must trump any individual stock], Piedmont Lithium (PLL) [way too speculative], Navigator Holdings (NVGS) [a few ship company I recommend, great 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

****************************