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2023年2月1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 says investors need to have conviction and take advantage of ‘mistaken selling’ (https://www.cnbc.com/2023/02/01/jim-cramer-says-investors-need-to-have-conviction-and-take-advantage-of-mistaken-selling.html)
- CNBC’s Jim Cramer advised investors to block out the market bears, and use their missteps to bolster their own portfolios.
- Stocks rose on Wednesday after Federal Reserve Chair Jerome Powell said in a press conference following the central bank’s February meeting that inflation has started to cool down.
(2) Thermo Fisher Scientific CEO on 2023 outlook for business in China (https://www.cnbc.com/video/2023/02/01/thermo-fisher-scientific-ceo-on-2023-outlook-for-business-in-china.html)
Cramer spoke with Thermo Fisher Scientific CEO Marc Casper on Wednesday.
Ticker: TMO
(3) Executive Interview: Otis Worldwide CEO says the company doesn’t see a recession in Europe (https://www.cnbc.com/video/2023/02/01/otis-worldwide-ceo-says-the-company-doesnt-see-a-recession-in-europe.html)
Cramer spoke with Otis Worldwide CEO Judy Marks on Wednesday.
Ticker: OTIS
(4) Executive Interview: Brinker International CEO on consumer demand (https://www.cnbc.com/video/2023/02/01/brinker-international-ceo-on-consumer-demand.html)
Cramer spoke with Brinker International CEO Kevin Hochman on Wednesday.
Ticker: EAT
(5) Cramer’s lightning round: I want to own Sherwin-Williams (https://www.cnbc.com/2023/02/01/cramers-lightning-round-i-want-to-own-sherwin-williams.html)
- Sherwin-Williams Co: “I want to own it. I’ll tell you why. Everything that they could possibly say negative about it is out there. I want to come out with a more positive thesis.”
- XPO Inc: “Let’s wait for it to come down a little.”
- Upstart Holdings Inc: “Right now, this is a coiled spring, even though it’s not doing well. … That’s not my style.”
- Loandepot Inc: “I’d rather own Wells Fargo.”
- Lucid Group Inc: “General Motors. … I’ve got to tell you, that stock is going higher.”
- Charles River Laboratories International Inc: “This stock is undervalued. … I think that it’s coming back.”
- SoFi Technologies Inc: “It was a good quarter, and it’s going higher.”
Ticker: SHW, XPO, UPST, LDI, LCID, CRL, SOFI
(6) [No Video Clip] Jim Cramer on how AMD was able to work through its chip inventory glut (https://www.cnbc.com/video/2023/02/01/jim-cramer-on-how-amd-was-able-to-work-through-its-chip-inventory-glut.html)
Cramer offered his thoughts on what AMD’s most recent quarterly results reveal about the inventory cycle more broadly.
Other Stocks Discussed (calls with audience): Textron (TXT) [stock is inexpensive, broke negative pattern], CVS Health (CVS) [decline for 2 reasons: too much sales during COVID, labor shortage]
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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