Mad Money: 2023年12月6日(水)の放送の要点

2023年12月6日(水)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。

Broadcasted from Seattle (Amazon headquarters)

(1) Cramer says decline in commodity pricing could send some stocks higher (https://www.cnbc.com/2023/12/06/cramer-says-decline-in-commodity-pricing-could-send-some-stocks-higher.html)

• CNBC’s Jim Cramer on Wednesday told investors he sees reasons to be optimistic about declining commodity costs.
• To Cramer, a decrease in the price of commodities indicates inflation is under control and interest rates can come down, leading to gains for consumer discretionary stocks like Amazon.

Ticker: AMZN, TOL

(2) [No Video Clip for non-Club Member] The Magnificent 7 companies all have ‘moats’, says Jim Cramer (https://www.cnbc.com/video/2023/12/06/the-magnificent-7-companies-all-have-moats-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer sizes up the Magnificent 7.

(３) [No Video Clip for non-Club Member] It’s wrong to say Smucker has fully turned the page on weight-loss drug worries, says Jim Cramer (https://www.cnbc.com/video/2023/12/06/its-wrong-to-say-smucker-has-fully-turned-the-page-on-weight-loss-drug-worries-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into J.M. Smucker’s earnings and looks at the companies response to the recent weight-loss drug craze.

Ticker: SJM

(4) & (5) Executive Interview: Amazon CEO explains how company carries out same-day delivery (https://www.cnbc.com/2023/12/06/amazon-ceo-explains-how-company-carries-out-same-day-delivery.html)

• Amazon CEO Andy Jassy explained how the company is able to deliver so many shipments to customers on the same day the order is placed.
• According to Jassy, Amazon has found that delivery speed meaningfully changes customers’ conversion rates and the rate at which they’re willing to buy.

Ticker: AMZN

(6) Cramer’s Lightning Round: ‘No’ to Upwork (https://www.cnbc.com/2023/12/06/cramers-lightning-round-no-to-upwork.html)

• SoFi: “I like it very much.”
• Sibanye Stillwater: “No…When we’re going to go down there, we’re just going to buy GOLD. Because we can’t fool around with bad operators.”
• Upwork: “No, I don’t want to buy an online recruiter right now. If we’re going to have a slowdown in jobs, if we get a Friday number that’s weaker, we’re going to say why do we own that stock.”
• CleanSpark: “Listen, when we want to buy cryptocurrency, what we do is we buy cryptocurrency. We just go right in there, and we buy Bitcoin. Simple.”

Ticker: SOFI, SBSW, UPWK, CLSK,

Other Stocks Discussed (Calls with Audiences): Bank of America (BAC) [too cheap], Lyft (LYFT) [good], SentinelOne (S), McCormick & Company (MKC) [too expensive]

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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