Mad Money: 2023年10月5日(木)の放送の要点

2023年10月5日(木)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 singles out weakened sectors, says the bearishness is ‘irrepressible’ (https://www.cnbc.com/2023/10/05/cramer-singles-out-weakened-sectors-calls-bearishness-irrepressible-.html)

• CNBC’s Jim Cramer on Thursday highlighted weakness in sectors he previously considered bullish, like travel and leisure, housing and banks.
• “The bear is roaming free right now except in tech. It’s irrepressible,” Cramer said.

The lost bull markets: Travel & Leisure, Housing, Food Stocks, Retail, Telecos, Banks

(2) [No Video Clip for non-Club Member] Executive Interview: Conagra CEO Sean Connolly goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/10/05/conagra-ceo-sean-connolly-goes-one-on-one-with-jim-cramer.html)

Sean Connolly, Conagra CEO, joins ‘Mad Money’ host Jim Cramer to talk Q1 earnings, shifting consumer behavior and more.

Ticker: CAG

(3) Executive Interview: Levi’s CEO says historically hot summer contributed to soft denim sales (https://www.cnbc.com/2023/10/05/levis-ceo-says-historically-hot-summer-contributed-to-soft-denim-sales.html)

• Levi Strauss CEO Chip Bergh told CNBC’s Jim Cramer on Thursday that a historically hot summer contributed to his company’s weak denim wholesale figures.
• According to Bergh, Levi’s wholesale customers had a narrow assortment of the brand’s products, so they weren’t able to properly adapt to the weather changes.

Ticker: LEVI

(4) Executive Interview: Constellation Brands CEO touts beer performance post earnings (https://www.cnbc.com/2023/10/05/constellation-brands-touts-beer-performance-post-earnings.html)

• Constellation Brands CEO Bill Newlands highlighted the past quarter’s success in beer brands like Modelo, Pacifico and Corona in an interview with CNBC’s Jim Cramer.
• Newlands also explained the company is shifting from mainstream to higher-end brands.

Ticker: STZ

(5) Cramer’s Lightning Round: Vertex is ‘excellent’ (https://www.cnbc.com/2023/10/05/cramers-lightning-round-vertex-is-excellent.html)

• Topgolf: “The company is making money, and I think it’s a great experiential situation, but I have been wrong.”
• Sabre: “I think BKNG is the stock that you want to be in, not SABR.”
• BlackBerry: “It’s almost like they’re arranging the deck chairs on the Titanic…I’m not going there, I’m not a believer, I haven’t been a believer for, uh, ten points, I’m not changing.”
• Under Armour: “We got to see something, we got to see a good quarter. We have to see something that tells me that Stephanie Linnartz is doing a good job…I don’t have enough data to make me say buy it.”
• Shopify: “Don’t buy more, because I think you’ve got a good position, I think we have to wait for it to come down to buy more…It’s one of the few winners in this market where we had a lot of losers, but don’t buy any more right now.”
• Vertex: “Vertex is excellent…That is an amazing company.”
• Kyndryl: “Kyndryl is doing quite well, that last quarter was good, I think we’re going to get rid of the overhang, start seeing some great numbers…Martin Schroeter is doing a great job, so I think you’ve got a winner.”

Ticker: MODG, SABR, BB, UAA, SHOP, VRTX, KD

(6) [No Video Clip for non-Club Member] Jim Cramer takes a closer look at the impact of weight loss drugs (https://www.cnbc.com/video/2023/10/05/jim-cramer-takes-a-closer-look-at-the-impact-of-weight-loss-drugs.html)

‘Mad Money’ host Jim Cramer takes a closer look at weight loss drugs and the impact they are having on the markets.

Other Stocks Discussed (Calls with Audiences): Clorox (CLX) [it only yield 3.8, you can go to 4.5 yield, that’s when you can start buying]

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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