Mad Money: 2023年10月26日(木)の放送の要点

2023年10月26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 names six stocks worth looking to buy if there’s a major sell-off (https://www.cnbc.com/2023/10/26/jim-cramer-look-to-buy-these-six-stocks-if-theres-a-major-sell-off.html)

• In the event of a “crescendo of selling” that may lead to a market bottom, CNBC’s Jim Cramer offered the names of six stocks worth looking at to buy on the way down.
• Cramer’s list includes Microsoft, Meta and ServiceNow.

Cramer’s “Swoosh” shopping List – Earnings beats & beaten down: MSFT, WM, META, PG, GE, NOW

(2) Executive Interview: Hertz CEO says company will continue to add electric vehicles to its fleet, despite issues (https://www.cnbc.com/2023/10/26/hertz-ceo-company-will-continue-to-add-electric-vehicles-to-its-fleet.html)

• Hertz CEO Stephen Scherr told CNBC’s Jim Cramer that his company will continue buying electric vehicles despite problems with the cars over the last quarter.
• “I think there’s no technology change, EVs included, that run a straight line without some hiccups and challenges, and that’s this,” Scherr said.

Ticker: HTZ

(3) [No Video Clip for non-Club Member] Jim Cramer digs into Dollar General’s stock and CEO return (https://www.cnbc.com/video/2023/10/26/jim-cramer-digs-into-dollar-generals-stock-and-ceo-return.html)

‘Mad Money’ host Jim Cramer takes a closer look at Dollar General on news former CEO Todd Vasos is returning to take over his old positon.

Ticker: DG

(4) [No Video Clip for non-Club Member] Executive Interview: Life Time CEO Bahram Akradi talks quarterly earnings with Jim Cramer (https://www.cnbc.com/video/2023/10/26/life-time-ceo-bahram-akradi-talks-quarterly-earnings-with-jim-cramer.html)

Life Time CEO Bahram Akradi joins ‘Mad Money’ host Jim Cramer to talk quarterly earnings and the stock falling significantly this week.

Ticker: LTH

(5) Cramer’s Lighting Round: ‘Stay away’ from HF Sinclair (https://www.cnbc.com/2023/10/26/cramers-lighting-round-stay-away-from-hf-sinclair.html)

• Toast: ”…point of sale is not a good business. I’d be careful there.”
• CVS: “Remember, CVS, in the end, is a retailer that has a healthcare business. It’s not a healthcare business that is a retailer, and retail means theft. I don’t know if you’ve been to a CVS lately, but you know, you got to have that, like, master key to be able to go get some Gillette razor blades. That’s not my way of shopping.”
• Canadian Natural Resources: “I like that company. I think you got horse sense. I’d be a buyer of that.”
• HF Sinclair: “I’ve got so many other good oil companies…I want to stay away from HF Sinclair.”
• Exact Sciences: “I think they’re going to have to start making a lot more money. It’s been a sales story, I like earnings story right now.”
• SoFi: “I like SoFi, but remember, it is a bank in the end, even though it’s a membership bank. And banks are all going back down again because we’re fighting the Fed, but I would stay long SoFi.”

Ticker: TOST, CVS, CNQ, DINO, EXAS, SOFI

(6) [No Video Clip for non-Club Member] Jim Cramer talks his ‘hidden trampoline’ dividend theory (https://www.cnbc.com/video/2023/10/26/jim-cramer-talks-his-hidden-trampoline-dividend-theory.html)

‘Mad Money’ host Jim Cramer takes a closer look at companies using his ‘hidden trampoline’ dividend theory.

Ticker: WHR, UPS

Other Stocks Discussed (Calls with Audiences): Eli Lilly (LLY) [] , Macy’s (M) [not hurt buying some here but don’t like retailers ] , Home Deport (HD) [not buy], Target (TGT) [14% , I like TGT],

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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