Mad Money: 2022年10月13日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2022年10月13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 says 3 factors foreshadowed Thursday’s market comeback (https://www.cnbc.com/2022/10/13/jim-cramer-says-3-factors-foreshadowed-thursdays-market-comeback.html)

• CNBC’s Jim Cramer on Thursday said that there were three indicators during Thursday’s trading session that suggested the initial market sell-off would fizzle out.
• “We have to remember there are always people who want to get out, but there are also people who want to get in at the right price, or never sell at all,” Cramer said.

 

(2) Executive Interview: Sunnova Energy CEO says customers want to have more (https://www.cnbc.com/video/2022/10/13/sunnova-energy-ceo-says-customers-want-to-have-more-liquidity-in-the-rising-interest-rate-environment.html)

liquidity in the rising interest rate environment
Cramer spoke with Sunnova Energy CEO John Berger on Thursday.

Ticker: NOVA

 

(3) Here’s why Cramer thinks defense stock L3Harris Technologies is a buy (https://www.cnbc.com/2022/10/13/heres-why-cramer-thinks-l3harris-technologies-stock-is-a-buy.html)

• CNBC’s Jim Cramer on Thursday gave investors his blessing to buy shares of L3Harris Technologies, an aerospace and defense play.
• “Recently, the stock’s come down dramatically from its highs. I think it’s gotten to levels where you have to pounce,” he said.

Ticker: Northrop Grumman, Lockheed martin , L3Harris Technologies (LHX) [put in bullpen for charitable trust]

 

(4) [No Video Clip] Watch Jim Cramer answers questions from CNBC Investing Club members (https://www.cnbc.com/video/2022/10/13/watch-jim-cramer-answers-questions-from-cnbc-investing-club-members.html)

Cramer on Thursday answered Investing Club members’ questions about the best stocks to add to their portfolios.

• Verizon (VZ) [stock needs to be higher, not on the dividend, get T-Mobile]
• Chipotle (CMG) [I like the stock, buy CMG right here]
• Union Pacific (UNP) [commerce slowing down,]
• Snowflake (SNOW) [company is losing money, but would be fine if you put it away for couple of yeas]
• Caterpillar (CAT) [strong dollar hurting them]
• Pfizer (PFE) [unbelievable management, I would buy PFE which replace Bristol-Myers in my mind]

 

(5) Cramer’s lightning round: You are fighting the Fed with Discover Financial (https://www.cnbc.com/2022/10/13/cramers-lightning-round-you-are-fighting-the-fed-with-discover-financial.html)

• Discover Financial Services: “You are fighting the Fed with DFS. You are in the Fed’s crosshairs, man. No place to be.”
• DuPont De Nemours Inc: “I actually like Corteva
  . … I think the ag group is ready to roll again, as in bull market mode.”
• Royalty Pharma PLC: “I like it, and I’m going to stick with it. It’s not big, but it’s not bad.”
• Tellurian Inc: “It’s at $2, and stocks stop at $0. They don’t go to minus $2. So, I’m okay with Tellurian.”
• Zoetis Inc: “I think the stock is now undervalued. … It’s a buy.”
• Antero Midstream Corp: “I think Antero is terrific.”

Ticker: DFS, DD, RPRX, TELL, ZTS, AM

 

(6) [No Video Clip] Jim Cramer on the Biden Administration’s and the Fed’s battles with inflation (https://www.cnbc.com/video/2022/10/13/jim-cramer-on-the-biden-administrations-and-the-feds-battles-with-inflation.html)

Cramer on Thursday gave his take on the federal government and the central bank’s struggles to bring down inflation.

 

Other Stocks Discussed (calls with audience): Draftkings (DKNG), Raytheon Technologies (RTX) [buy RTX], Sempra Energy (SRE)

 

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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