Mad Money: 2023年9月27日(水)の放送の要点

2023年9月27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) Here’s why Jim Cramer sees reason for optimism in Wednesday’s market (https://www.cnbc.com/2023/09/27/heres-why-jim-cramer-sees-reason-for-optimism-in-wednesdays-market.html)

• CNBC’s Jim Cramer said he sees reason for optimism after the S&P 500 on Wednesday was able to bounce off its lows and finish the session basically flat.
• However, Cramer cautioned that the market could fall further due to another spike in bond yields or a surge in oil prices.

(2) [No Video Clip for non-Club Member] Executive Interview: Cloudflare CEO Matthew Prince goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/09/27/cloudflare-ceo-matthew-prince-goes-one-on-one-with-jim-cramer.html)

Cloudflare CEO Matthew Prince, joins ‘Mad Money’ host Jim Cramer to talk the company’s latest moves in the AI space, partnering with Nvidia and more.

Ticker: NET

(3) Jim Cramer reviews his top picks in the solar energy space (https://www.cnbc.com/video/2023/09/27/jim-cramer-reviews-his-top-picks-in-the-solar-energy-space.html)

‘Mad Money’ host Jim Cramer talks his top picks in the solar energy space including First Solar and Enphase Energy.

Ticker: First Solar (FSLR), Enphase Energy (ENPH)

“Bottom Line: Solar stocks have been wrecked by higher rates, but FSLR is different… while ENPH is in ‘show-me” mode given its ties to housing”

(4) Executive Interview: Costco CEO says more younger people are signing up for memberships (https://www.cnbc.com/2023/09/27/costco-ceo-says-more-younger-people-are-signing-up-for-memberships.html)

• Costco CEO Craig Jelinek told CNBC’s Jim Cramer on Wednesday that his company is attracting younger consumers to its membership base.
• “We’re seeing more younger people sign up, absolutely,” Jelinek said. “What you don’t see is their purchases. They’re slightly going up as they become longer members, but initially the purchasing power from the younger generation compared to the boomers or [Generation] X is a little bit different in what they’re buying.”

Ticker: COST

(5) Cramer’s Lightning Round: Powell Industries is ‘a winner’ (https://www.cnbc.com/2023/09/27/cramers-lightning-round-powell-industries-is-a-winner.html)

• Solaris: “It’s kind of an inexpensive stock that’s in the oil field play that I actually like very much. I think it’s a very good spec here.”
• CVS: ”…They have not addressed the theft problem in a way that makes me feel like they’ve got it under control, so I’m going to have to say not yet.”
• Powell Industries: “Profitable company…It’s an infrastructure and electricity market, and that has been one of my, what I think has been one of the great plays for 2023. I reiterate, you’ve got a winner.”
• Cal-Maine Foods: “I don’t want that dividend. I need growth.”
• Boeing: “They sold a lot of those contractors, that was their thing…In retrospect, I think it was a big mistake. They may dispute that, but that makes me fell like Boeing is still not right. I think you can go a little bit lower.”

Ticker: SOI, CVS, POWL, CALM, BA

(6) [No Video Clip for non-Club Member] Attempts by retailers to stop organized crime is important, says Jim Cramer (https://www.cnbc.com/video/2023/09/27/attempts-by-retailers-to-stop-organized-crime-is-important-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at the issue of ‘shrinkage’ or the uptick in retail theft and how retailers are addressing it.

Other Stocks Discussed (Calls with Audiences): Airbnb (ABNB) [it is still a buy], What is the best energy play – Companies generating the electricity or the ones supporting it? [the ones that are generating it; FSLA for solar, or UEC for nuclear]

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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