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2023年1月25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。
(1) Jim Cramer picks his standout stocks in 4 bull market industries (https://www.cnbc.com/2023/01/25/jim-cramer-picks-his-standout-stocks-in-4-bull-market-industries.html)
- CNBC’s Jim Cramer on Wednesday offered investors a list of bull markets he’s identified as companies report quarterly financial results.
- Companies in Cramer’s list include Wells Fargo, Raytheon Technologies, Delta Air Lines, J.B. Hunt and Boeing.
four industries with bull markets: (1) Banks: JPMorgan Chase, US Bancorp, Capital One, Wells Fargo, (2) Aerospace and Defense: Boeing, Lockheed Martin, Raytheon Technologies, General Electric, (3) Airlines: Delta Air Lines, United Airlines, (4) Trucks: Paccar, J.B. Hunt
(2) Executive Interview: Levi Strauss CEO on activist investor scrutiny of Michelle Gass, who will succeed him as chief executive (https://www.cnbc.com/video/2023/01/25/levi-strauss-ceo-on-activist-investor-scrutiny-of-michelle-gass-who-will-succeed-him-as-chief-executive.html)
Cramer spoke with Levi Strauss CEO Chip Bergh on Wednesday.
Ticker: LEVI
(3) [No Video Clip] Jim Cramer goes over Microsoft’s second-quarter earnings results (https://www.cnbc.com/video/2023/01/25/jim-cramer-goes-over-microsofts-second-quarter-earnings-results.html)
Cramer gave his take on the tech giant’s most recent quarterly earnings report.
Ticker: MSFT
(4) Executive Interview: Ritchie Bros CEO on Starboard Value’s $500 million strategic investment in the company (https://www.cnbc.com/video/2023/01/25/ritchie-bros-ceo-on-starboard-values-500-million-strategic-investment-in-the-company.html)
Cramer spoke with Ritchie Bros CEO Ann Fandozzi on Wednesday.
Ticker: RBA
(5) Cramer’s lightning round: I like Nucor over Cleveland-Cliffs (https://www.cnbc.com/2023/01/25/cramers-lightning-round-i-like-nucor-over-cleveland-cliffs.html)
- Organon & Co: “I do not understand why this stock sells at five times earnings.”
- Alibaba Group Holding Ltd: “It’s the only China stock I’d buy.”
- Cleveland-Cliffs Inc: “Why be in Cleveland-Cliffs when you can be in Nucor?”
- Barrick Gold Corp: “I think the stock is breaking out here. … What the heck is that stock still doing under $20? I can’t make heads or tails of it.”
- Bowlero Corp: “It’s one of my absolute favorites.”
- Johnson Controls International PLC: “I like the stock. I do like Honeywell even more, though.”
Ticker: OGN, BABA, CLF, GOLD, BOWL, JCI
(6) Jim Cramer reminds investors to maintain a diversified portfolio (https://www.cnbc.com/2023/01/25/jim-cramer-reminds-investors-to-maintain-a-diversified-portfolio.html)
- CNBC’s Jim Cramer on Wednesday told investors that diversification remains key to keeping a successful portfolio.
- “I can’t say a diversified portfolio is bulletproof. But I can say that it makes it easier to stay in the game when one particularly popular group gets put through the meat-grinder,” he said.
Other Stocks Discussed (calls with audience): Domino’s Pizza (DPZ) [Hold on], FedEx (FDX), Palo Alto Networks (PANW)
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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