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2023年2月9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 price stability is right around the corner (https://www.cnbc.com/2023/02/09/jim-cramer-says-price-stability-is-right-around-the-corner.html)
- CNBC’s Jim Cramer on Thursday said the Federal Reserve is closer to winning its battle against inflation than Wall Street might believe.
- He explained that there’s confusion about whether the Fed has tamped down inflation enough due to a bifurcation in the economy.
Ticker: AFRM, EAT
(2) Executive Interview: XPO CEO on the company’s break-ups, plan to grow margins and earnings (https://www.cnbc.com/video/2023/02/09/xpo-ceo-on-the-companys-break-ups-plan-to-grow-margins-and-earnings.html)
Cramer spoke with XPO CEO Mario Harik on Thursday.
Ticker: XPO
(3) Jim Cramer says Disney stock has more upside thanks to Bob Iger’s turnaround plan (https://www.cnbc.com/2023/02/09/cramer-disney-has-more-upside-thanks-to-bob-igers-turnaround-plan.html)
- CNBC’s Jim Cramer said that he’s bullish on Disney stock after the company announced a robust restructuring and cost-cutting plan.
- Disney announced a plan to lay off 7,000 employees, restructure the company and cut $5.5 billion in costs.
- Activist investor Nelson Peltz told CNBC on Thursday that Trian Fund Management’s proxy fight with the media giant is over.
Ticker: DIS [a lot more upside]
(4) Executive Interview:New Relic CEO on the company’s relationships with customers (https://www.cnbc.com/video/2023/02/09/new-relic-ceo-on-the-companys-relationships-with-customers.html)
Cramer spoke with New Relic CEO Bill Staples on Thursday.
Ticker: NEWR
(5) Cramer’s lightning round: EMCOR Group is my kind of stock (https://www.cnbc.com/2023/02/09/cramers-lightning-round-emcor-group-is-my-kind-of-stock.html)
- Moderna Inc: “I think you should buy more.”
- Okta Inc: ”[CEO Todd McKinnon has] got to pivot first. We mean pivot, going from loss and high growth to a little less growth and profit.”
- EMCOR Group Inc: “That’s my kind of stock. … That’s exactly what I’m looking for.”
- Hess Corp: “I would actually rather see you in Chevron.”
- AllianceBernstein Holding LP: “I think you possibly have a winner. Please don’t buy all at once, though.”
- STMicroelectronics NV: “I think it’s peaked already.”
Ticker: MRNA, OKTA, EME, HES, AB, STM
(6) [No Video Clip] Jim Cramer gives his take on Salesforce and the five activist investor firms with stakes in the company (https://www.cnbc.com/video/2023/02/09/jim-cramer-gives-his-take-on-salesforce-and-the-five-activist-investor-firms-with-stakes-in-the-company.html)
Cramer said that Elliott Management could create a ‘storm’ for Salesforce.
Other Stocks Discussed (calls with audience): CrowdStrike (CRWD) vs Palo Alto Networks (PANW) [PANW is my favorite, in my bullpen; both will go up, buy Palo Alto right here], Eli Lilly (LLY), Conagra Brands (CAG) [whole segment has been crushed, great place to start buying but not buy all at once], Netflix (NFLX), Penn National (PENN)
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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