Mad Money: 2023年11月16日(木)の放送の要点

2023年11月16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) Cramer says the Fed’s efforts to squash inflation are now hurting stocks like Walmart (https://www.cnbc.com/2023/11/16/cramer-feds-efforts-to-squash-inflation-are-hurting-walmart-others.html)

• Jim Cramer said the Federal Reserve’s campaign to squash inflation is a long-term win for the U.S. economy.
• However, companies like Walmart and Palo Alto Networks are now paying the price, he explained Thursday.
• “The good news of lower prices finally breaking the inflationary spiral is also bad news for the profits of many companies,” Cramer said.

Ticker: WMT, TGT, PANW, MSFT

(2) Executive Interview: A lot of industrial development in the Southeast is in our network, says CSX CEO Joe Hinrichs (https://www.cnbc.com/video/2023/11/16/a-lot-of-industrial-development-in-the-southeast-is-in-our-network-says-csx-ceo-joe-hinrichs.html)

CSX President and CEO Joe Hinrichs joins ‘Mad Money’ host Jim Cramer to talk quarterly results, export pricing, growth opportunities and more.

Ticker: CSX

(3) Executive Interview: Jim Cramer says buy On Holding shares despite Wall Street’s confused reaction to earnings (https://www.cnbc.com/2023/11/16/cramer-on-holding-is-a-buy-despite-the-confused-earnings-reaction.html)

• CNBC’s Jim Cramer said Wall Street is misjudging On Holding’s quarterly results.
• He said Thursday that investors with a long-term horizon should step in and buy shares.

Ticker: ONON [charitable trust owns FL]

(4) Executive Interview: We’re 85% single-source with our customers, says SiTime CEO Rajesh Vashist (https://www.cnbc.com/video/2023/11/16/were-85percent-single-source-with-our-customers-says-sitime-ceo-rajesh-vashist.html)

SiTime Corporation Chairman, President and CEO Rajesh Vashist joins ‘Mad Money’ host Jim Cramer to talk the timing chip sector, its China business, its supply chain and more.

Ticker: SITM

(5) Cramer’s lightning round: Archer Aviation is ‘way too speculative for me’ (https://www.cnbc.com/2023/11/16/cramers-lightning-round-archer-aviation-is-way-too-speculative-for-me.html)

• Archer Aviation: “This one is way too speculative for me. It’s going to have to be on your dime.”
• SolarEdge Technologies: “This thing has come down a lot … but I’ve been staying stay from the solar stocks.”
• Arbor Realty Trust: “I’m going to have to say hard pass.”
• Liberty Media: “Yes. [Buy, buy, buy].”
• Block Inc: “I think they had a good quarter. My problem with it is I like the Mastercards and the Visas now. We’re getting away from the crazy fintech’s of old. We like the fintech’s of new.”
• Philip Morris International: ”[If you’re not happy with the company], well, then you sell it. I don’t recommend tobacco stocks.”
• Becton Dickinson: “If you bought it after that big shortfall, I think you’ll be fine. The company is very reactive, and it will fix the situation, so I think you’ll be OK.”

Ticker: ACHR, SEDG, ABR, FWONA, SQ, PM, BDX

(6) [No Video Clip for non-Club Member] FedEx needs China’s help to reach bigger numbers, says Jim Cramer (https://www.cnbc.com/video/2023/11/16/fedex-needs-chinas-help-to-reach-bigger-numbers-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the impact of this week’s China summit on U.S. businesses.

A seat at the table: Tech (AAPL. AVGO, QCOM), Industrials (BA, HON), Consumer (NIKE, LVS, BABA) Transport (FDX), Pharma (PFE, TMO [Chartable trust holds DHR], GILD), Financials (CB, BLK, BX, KKR), FinTech (V, MA)

Other Stocks Discussed (Calls with Audiences): FedEx (FDX) [I will be a buyer, right here right now], NVDIA (NVDA) [go for it], Booking (BKNG) [], Frontier Group (ULCC) [], Draftking (DKNG) [wait for a pullback, if it pullback buy buy buy],  Etsy (ETSY) [It is turning, but not enough evidence, buy buy buy]

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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