Mad Money: 2023年11月2日(木)の放送の要点

2023年11月2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 praises ‘Magnificent Seven’ stocks, says last week’s mega-cap tech sellers missed out (https://www.cnbc.com/2023/11/02/jim-cramer-says-recent-sellers-of-mega-cap-tech-stocks-missed-out.html)

• CNBC’s Jim Cramer on Thursday reaffirmed his faith in the “Magnificent Seven” tech stocks, saying investors who sold these companies after recent dips may now be regretful.
• “Days like today remind you that you can’t panic and flee from the entire asset class just because everybody else is doing it,” he said.

(２) Executive Interview: Starbucks CEO targets growth in China after years of slowdowns from Covid restrictions (https://www.cnbc.com/2023/11/02/starbucks-ceo-targets-growth-in-china-after-years-of-covid-slowdowns.html)

• Starbucks CEO Laxman Narasimhan spoke with CNBC’s Jim Cramer on Thursday after the coffee giant reported its fourth-quarter earnings that beat Wall Street expectations.
• Narasimhan detailed the company’s expansion in China, saying it aims to grow to 9,000 stores in the country by the end of 2025.

Ticker: SBUX

(３) [No Video Clip for non-Club Member] E.L.F. Beauty CEO Tarang Amin goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/11/02/elf-beauty-ceo-tarang-amin-goes-one-on-one-with-jim-cramer.html)

E.L.F. Beauty CEO Tarang Amin joins ‘Mad Money’ host Jim Cramer to talk quarterly earnings, consumer trends, retail partnerships and more.

Ticker: ELF

（４) [No Video Clip for non-Club Member] DraftKings CEO Jason Robins sits down with Jim Cramer (https://www.cnbc.com/video/2023/11/02/draftkings-ceo-jason-robins-sits-down-with-jim-cramer.html)

DraftKings CEO Jason Robins joins ‘Mad Money’ host Jim Cramer to talk quarterly earnings, sports gambling legalization, consumer trends and more.

Ticker: DKNG

(５) Cramer’s Lightning Round: Realty Income is a buy (https://www.cnbc.com/2023/11/02/cramers-lightning-round-realty-income-is-a-buy.html)

• Realty Income: “I still think it’s a buy.”
• Kyndryl: “I like Kyndryl…I think that Martin Schroeter is doing a pretty darn good job.”
• Confluent: “I wish they hadn’t talked so positively at the beginning of the call…but, I will say, I don’t think it was worth down 40. It’s just not that bad a company.”
• SiTime: “This is a tougher one. This is one I’m going to say I need to do more on.”

Ticker: O [Buy buy buy], KD [I like KD. might go higher], CFLT, SITM

(6) [No Video Clip for non-Club Member] Mounjaro has the potential to perform well, says Jim Cramer (https://www.cnbc.com/video/2023/11/02/mounjaro-has-the-potential-to-perform-well-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer discusses what he considers to be one of the market’s blindspots when it comes to pharma.

Ticker: LLY

Other Stocks Discussed (Calls with Audiences): United Parcel Service (UPS) [equally concerned, bad labor problem, FDX is better, lower valuation. buy FDX]

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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