Mad Money: 2023年2月10日(金)の放送の要点

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- 2023年2月10日 7:44 PM #16230
  Jun Kurema (暮眞★潤)
  キーマスター
  2023年2月10日(金)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) Cramer’s week ahead: There are plenty of high-quality stocks to buy (https://www.cnbc.com/2023/02/10/cramers-week-ahead-there-are-plenty-of-high-quality-stocks-to-buy.html)
  CNBC’s Jim Cramer told investors that they should watch for stocks to add as earnings season winds down.
  
  In addition to corporate earning reports, he said that he’s keeping an eye out for the January consumer price index report on Tuesday.
  (2) [No Vide Clip] Jim Cramer gives his take on recent quarterly earnings from New Relic, Cloudflare and Alteryx (https://www.cnbc.com/video/2023/02/10/jim-cramer-gives-his-take-on-recent-quarterly-earnings-from-new-relic-cloudflare-and-alteryx.html)
  
  Cramer gave his thoughts on earnings reports from three enterprise software companies.
  
  Ticker: NEWR, NET, AYX
  
  (3) Am I diversified? Jim Cramer makes the call (https://www.cnbc.com/video/2023/02/10/am-i-diversified-jim-cramer-makes-the-call.html)
  
  Cramer looked over callers’ portfolios and determined whether they should be more diversified.
  - STAG Industrial (STAG), Merck & Co. (MRK), Devon Energy (DVN), Caterpillar (CAT), Bank of America (BAC) –> Almost perfect diversification.
  - Costco (COST), JPMorgan Chase (JPM), Disney (DIS), Pfizer (PFE), GE –> I like the portfolio very much, perfect.
  - Boeing (BA), Caterpillar (CAT), NVIDIA Corporation (NVDA), Wells Fargo (WFC), Marathon Digital Holdings (MARA) [Charitable trust has a large position in NVDA and WFC] –> Remove MARA and get MRK
  - Pfizer (PFE), AT&T (T), Hewlett Packard Enterprise (HPE), Paramount (PARA), Redfin (RDFN) –> Keep PFE, replace HPE with DELL, replace RDFN with Federal Realty Investment (FRT), replace PARA with DIS, replace T with Raytheon Technologies (RTX)
  - Eli Lilly (LLY), Palo Alto Networks (PANW), Wells Fargo (WFC), Pioneer Natural Resources (PXD), Caterpillar (CAT)
  (4) Executive Interview: Dexcom CEO on working with insurance companies (https://www.cnbc.com/video/2023/02/10/dexcom-ceo-on-working-with-insurance-companies.html)
  
  Cramer spoke with Dexcom CEO Kevin Sayer on Friday.
  
  Ticker: DXCM
  
  (5) Cramer’s lightning round: Triton International is not a buy (https://www.cnbc.com/2023/02/10/cramers-lightning-round-triton-international-is-not-a-buy.html)
  Triton International Ltd: “I’m going to have to say, let’s take a pass on that one.”
  
  Baxter International Inc: “I’d rather see you in Dexcom.”
  
  A. O. Smith Corp: “A. O. Smith is the kind of company that makes stuff, does things, returns capital to shareholders. …. Yes.”
  
  Unity Software Inc: “Unity Software stinks.”
  
  BigBear.ai Holdings Inc: “How do I say, sell, sell, sell, sell, sell.”
  
  Bank of America Corp: “I think it can go much higher in this environment.”
  
  Palo Alto Networks Inc: “I’ve got to get in it.”
  Ticker: TRTN, BAX, AOS [buy buy buy], U, BBAI, BAC, PANW
  
  (6) [No Video Clip] Jim Cramer lists the positives he sees in the market (https://www.cnbc.com/video/2023/02/10/jim-cramer-lists-the-positives-he-sees-in-the-market.html)
  
  Cramer offered investors a list of positive things he sees in the market.
  
  Other Stocks Discussed (calls with audience): IBM (IBM) , P&G (PG)
  
  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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