Mad Money: 2023年10月4日(水)の放送の要点

2023年10月4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) Jim Cramer sees ‘plenty of tinder’ that could spark a market rally, including the jobs report (https://www.cnbc.com/2023/10/04/cramer-plenty-of-tinder-could-spark-market-rally-including-jobs-report.html)

• Despite several weeks of a down market, CNBC’s Jim Cramer said Wednesday he sees conditions that could spur a stock market rally.
  “We certainly have plenty of tinder for a rally — there are some
• Kingsfords lying around, maybe even a Duraflame or two,” he said. “You get a weak payroll number on Friday, then I think we can get a narrow repeat of the rebound we saw in March.”
• Cramer said he’s not sure whether the “uniform negativity” on Wall Street — especially talk of declining bond prices — means a bottom, but to him, it’s a possibility.

(2) Executive Interview: On Holding CEOs talk sustainability and launch of sneaker subscription service (https://www.cnbc.com/2023/10/04/on-holding-ceos-talk-sustainability-and-launch-of-shoe-subscription-.html)

• Marc Maurer and Martin Hoffmann, Co-CEOs of On Holding, told CNBC’s Jim Cramer about making their company more sustainable with a sneaker subscription service, Cyclon, and a new shoe made from carbon emissions.
• “We launched Cyclon because we have a very simple mission: We want to make all our products ready for circularity, and so Cyclon was the first one,” Maurer said.

Ticker: ONON

(3) [No Video Clip for non-Club Member] Danaher and Veralto is an example of a breakup that creates value for shareholders, says Jim Cramer (https://www.cnbc.com/video/2023/10/04/danaher-and-veralto-is-an-example-of-a-breakup-that-creates-value-for-shareholders-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer dives his take on the Danahar spin off.

Ticker: DHR, VLTO

(4) Executive Interview: Molson Coors CEO touts nonalcoholic beverages: ‘We’re moving beyond beer’ (https://www.cnbc.com/2023/10/04/molson-coors-ceo-on-non-alcoholic-drinks-were-moving-beyond-beer.html)

• CEO of Molson Coors Gavin Hattersley told CNBC’s Jim Cramer on Wednesday the company is developing nonalcoholic offerings as consumers, especially younger people, trend toward health and wellness.
• “We’re moving beyond beer, we’re moving into ‘non-alc’ products, whether those are energy drinks, whether they’re nonalcoholic beers,” Hattersley said.

Ticker: TAP

(5) Cramer’s Lightning Round: Upstart is ‘a little too risky’ (https://www.cnbc.com/2023/10/04/cramers-lightning-round-upstart-is-a-little-too-risky.html)

• Upstart: “It’s a little too risky for me, it’s losing money. I have not liked it, I don’t like the stocks that are kind of these faux-banks where there’s too much risk.”
• Altria: “I’m too old, and I’ve seen too much destruction in my own life, the tobacco, for me to recommend a tobacco stock, including people in my own family, so I’m going to take a hard pass on that one.”
• SoFi: ”…Here’s what I see, I see that the company is, ahd a really huge move, and then had a big pullback, but I think that Noto is a steady hand, so I’m in favor of owning a stock, but not trading the stock.”
• Nextera: “I’m still not sold on it.”

Ticker: UPST, MO, SOFI, NEE,

(6)  [No Video Clip for non-Club Member] Class is in session as Jim Cramer talks how to evaluate a stock (https://www.cnbc.com/video/2023/10/04/class-is-in-session-as-jim-cramer-talks-how-to-evaluate-a-stock.html)

Class is in session with ‘Mad Money’ host Jim Cramer who talks how to evaluate a stock.

earning x multiples = price

Ticker: M

Other Stocks Discussed (Calls with Audiences): Garget (TGT) [I like COST], XPO (XPO),

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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