Mad Money: 2023年11月13日(月)の放送の要点

2023年11月13日(月)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) Cramer says many Wall Street worries aren’t stopping the bull market (https://www.cnbc.com/2023/11/13/cramer-says-many-wall-street-worries-arent-stopping-the-bull-market-.html)

• CNBC’s Jim Cramer on Monday explained Wall Street’s prevailing market worries but explained why there’s still room for the bulls to run.
• “This market keeps climbing an immense wall of worry—that’s one reason the rally won’t quit, even if we get occasional sedate days like this one,” Cramer said.

(２) [No Video Clip for non-Club Member] Jim Cramer answers more questions from West Point cadets (https://www.cnbc.com/video/2023/11/13/jim-cramer-answers-more-questions-from-west-point-cadets.html)

‘Mad Money’ host Jim Cramer answers more finance and market questions from West Point cadets.

• What sets NVDA apart from other names in the semiconductor space? — Noone is near NVDA for speed and for heat
• Should investors be bearish on large cap consumer goods stocks as they hit new lows? — The diversification doesn’t seem to be working because a log of the companies are doing badly in every single industry. If interest rates were to start coming down you would see almost every one of those stocks go higher and we don’t know when rates are going to peak… the biggest opportunity remains in tech and in some of the big-cap stocks.
• Is there a case for active managements when managed portfolio tend to underperform? — If they didn’t take out so much money they could outperform. They’re taken so much because they are so good that ruins their performance.
• How should investors value tech giant Alphabet (GOOGL) as the company investments in AI? — It would be worth more if it focus on youtube. It would be worth more broken up than it is together.
• After earnings, where does RIVIAN stands in the EV market? — It’s the only one that can make it. Rivian has enough money to sell a while, but that does not mean I will own it.

(３) [No Video Clip for non-Club Member] Off-the-Chart: Oil’s cycle forecast rarely leads you astray, says Jim Cramer (https://www.cnbc.com/video/2023/11/13/oils-cycle-forecast-rarely-leads-you-astray-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer hits the charts for a look at the crude oil market and where it’s forecasted to go next.

(4) [No Video Clip for non-Club Member] Executive Interview: Jim Cramer takes a look at Formula 1′s big bet on Las Vegas (https://www.cnbc.com/video/2023/11/13/jim-cramer-takes-a-look-at-formula-1s-big-bet-on-las-vegas.html)

‘Mad Money’ host Jim Cramer sits down with CNBC’s Sara Eisen to talk Formula One’s upcoming race in Las Vegas.

(5) Cramer’s Lightning Round: Energy Transfer is a buy (https://www.cnbc.com/2023/11/13/cramers-lightning-round-energy-transfer-is-a-buy.html)

• Energy Transfer: ”[buy, buy, buy!] …I like the fact that the yield’s almost 10%, it’s terrific.”
• Alibaba: “For a trade, I’ll endorse Alibaba. But I will not endorse anything for an investment in China because it’s been a disaster.”
• Lithium Americas: “It doesn’t make money, it’s a speculative stock. I’m going to have to pass on it.”
• Crown Castle: “Now, I do think that people feel that the phone companies are hobbled. I disagree with them, I think at this level, with a 6% yield, I’m with you. I would buy the stock.”
• Vertiv: ”[buy, buy, buy!] Vertiv, you’ve got it…You have a winner there.”
• Rockwell: ”…I think it is bottoming here. But I have to tell you, normally I would wait to see another quarter, because that quarter was a miss. But the stock has come down a great deal, and I’m ok with it.”
• BlackBerry: “At this point, as a bear, I’m going to be willing to throw in the towel and say enough. Ig you want to buy it at three bucks as a speculation, I’m not going to fight you on it. But I’ve been right for 15 points, that’s where I started hating it. I’m not going to hate a $3 stock.”
• AerCap: “It’s a very good company, and I’ll tell you, if you want a way to play travel that is not an airline, that is the way to do it.”

Ticker: ET, BABA, LAC, CCI, RDNT, VRT, ROK, BB, AER

(６) Jim Cramer says insurance companies will pay for ‘revolutionary’ weight-loss drugs for their members (https://www.cnbc.com/2023/11/13/cramer-insurance-companies-will-pay-for-weight-loss-drugs-for-members.html)

• CNBC’s Jim Cramer on Monday emphasized his belief that GLP-1 drugs primarily used to treat diabetes and obesity and the companies that make them, like Eli Lilly and Novo Nordisk, will be very valuable.
• “At the end of the day, the use cases are tested. And for millions of people, it’ll be cheaper for the insurance companies to shell out for the new weight-loss drugs than to let their morbidly obese members just get heart disease,” he said.

Ticker: NVO, LLY

Other Stocks Discussed (Calls with Audiences): Estee Lauda (EL) [doing terrible], Dine Brands (DIN) [don’t want to be in it], ServiceNow (NOW) [doing great job, deserve it, buy buy buy], Abbvie (ABBV) [great drug in all times]、Oil Future, TSLA, XOM

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）

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