Mad Money: 2023年2月7日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年2月7日(火)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 to not lose sight of investing fundamentals despite the bull market (https://www.cnbc.com/2023/02/07/cramer-dont-lose-sight-of-investing-fundamentals-despite-bull-market.html)

• CNBC’s Jim Cramer on Tuesday told investors to stay selective with stocks despite the market’s strong run.
• Stocks rose on Tuesday after Fed Chair Jerome Powell said the disinflationary process is in its early stages during a speech at The Economic Club of Washington, D.C.

Ticker: ZM, LIN, AI, SOUN, META

 

(2) [No Video Clip] Executive Interview: Watch Jim Cramer’s full interview with Linde CEO Sanjiv Lamba (https://www.cnbc.com/video/2023/02/07/watch-jim-cramers-full-interview-with-linde-ceo-sanjiv-lamba.html)

Cramer interviewed Linde CEO Sanjiv Lamba on Tuesday.

Ticker: LIN

 

(3) Jim Cramer says Activision Blizzard is a buy, but wait on Take-Two Interactive (https://www.cnbc.com/2023/02/07/cramer-activision-blizzard-is-a-buy-but-wait-on-take-two-interactive.html)

• CNBC’s Jim Cramer on Tuesday said Activision Blizzard is better positioned in the short term than rival Take-Two Interactive.
  • “I think Activision Blizzard is on fire right here. I almost hope the Microsoft merger falls apart as soon as possible, so that you’ll get a better buying opportunity,” he said.
  • “You have to believe in a turnaround to own this one. It might be a little early after this big run,” he said.
• Both video game companies reported quarterly earnings this week.

Ticker: ATVI, TTWO

 

(4) Executive Interview: Chipotle Mexican Grill CEO on how customers have responded to price hikes (https://www.cnbc.com/video/2023/02/07/chipotle-mexican-grill-ceo-on-how-customers-have-responded-to-price-hikes.html)

Cramer spoke with Chipotle Mexican Grill CEO Brian Niccol on Tuesday.

Ticker: CMG

 

(5) Cramer’s lightning round: Parker-Hannifin is a buy (https://www.cnbc.com/2023/02/07/cramers-lightning-round-parker-hannifin-is-a-buy.html)

• Parker-Hannifin Corp: “It’s just the kind of industrial I’ve been recommending. … I would buy it here.”
• Waste Management Inc: “Everyone thought that quarter was not that great and was telling me to buy Republic Services. … That’s what I would pick.”
• Conocophillips: “That thing is like a fine Merlot, my friend. I would buy all you can right here.”
• Snowflake Inc: “I like Snowflake. I will go with [CEO Frank] Slootman. He is a money maker.”
• Zscaler Inc: “The stock is all the way down. It can bounce.”
• Illumina Inc: “If you’re going to be in that business, there’s only two. There’s Thermo Fisher and there’s Cramer-fave Danaher.”
• Sunoco LP: “I would rather see you in … I can’t believe I’m gonna recommend it. ET. Yes, Energy Transfer.”
• TG Therapeutics Inc: “This is [run by CEO] Mike Weiss. I always believed in him. … Mike, come on the show. I think that you’ve got a winner, and I need to hear it from you.”

Ticker: PH, WM, COP, SNOW, ZS, ILMN, SUN, TGTX

 

(6) [No Video Clip] Jim Cramer on Bed Bath & Beyond’s stock offering (https://www.cnbc.com/video/2023/02/07/jim-cramer-on-bed-bath-beyonds-stock-offering.html)

Cramer gave his thoughts on the company’s stock offering and meme stocks more broadly.

Ticker: BBBY

 

Other Stocks Discussed (calls with audience): Datadog (DDOG) , T-Mobile US (TMUS), American Airlines (AAL), UnitedHealth Group (UNH) [like HUM better, but both are out of favor] , Topgolf Callaway Brands (MODG) [I think it will still go higher], Broadcom (AVGO)

 

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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