Mad Money: 2023年4月3日(月)の放送の要点

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2023年4月4日 12:54 AM #16459

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2023年4月3日(月)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) Here’s how Jim Cramer thinks the banking crisis will impact the consumer (https://www.cnbc.com/2023/04/03/heres-how-jim-cramer-thinks-the-banking-crisis-will-impact-consumers.html)

The consumer is still bound for some pain, CNBC’s Jim Cramer said, although the blame lies more with the banks than with the Federal Reserve.

Pressure will come in three key areas, Cramer said.

(2-1) [No Video Clip for non-Club Members] Too cheap to ignore? Not always – Cramer on why low prices of stocks give him pause (https://www.cnbc.com/video/2023/04/03/too-cheap-to-ignore-not-always—cramer-on-why-low-prices-of-stocks-give-him-pause.html)

Mad Money host Jim Cramer gives his take on low priced stocks and whether he would invest in them or not.

Mad math: Share price/ earnings per share = P/E ratio

(2-2) [No Video Clip for non-Club Members] Low P/E, high risk? – Refiners

Ticker: Valero (VLO), Marathon Petroleum (MPC)

“Bottom Line: When you see a company with a huge earnings spike, you have to ask if it’s sustainable … Last year, we saw an incredible moment for the refiners, but its come and gone.”

(3-1) [No Video Clip for non-Club Members] Cramer on the automakers (https://www.cnbc.com/video/2023/04/03/cramer-on-the-automakers.html)

Mad Money host Jim Cramer gives his take on the automotive sector.

Ticker: Ford (F) [Charitable Trust owns F; I think this will be a breakout quarter for Ford], General Motors (GM)

“Cramer: If the Fed can engineer a soft landing, Ford & GM are the beneficiaries”

“Bottom Line; In the case of Ford and GM, I think the bear case is too pessimistic.”

(3-2) [No Video Clip for non-Club Members] Low P/E, high risk? – Auto dealers

Ticker: Lithia Motors (LAD), AutoNation (AN)

(4) [No Video Clip for non-Club Members] Cramer on Nvidia Corporation (https://www.cnbc.com/video/2023/04/03/cramer-on-nvidia-corporation.html)

Mad Money host Jim Cramer sets investors up for positioning in Q2.

First quarter scoreboard — The winners and losers of 1Q ‘ 23 in S&P 500

The Best

The Worst

1. Nvidia

2. Meta

3. Tesla

4. Warner Bros. Discovery

5. Align Technology

90%

76%

68%

59%

58%

1. First Republic

2. Zions Bancorporation

3. Charles Schwab

4. Comerica

5. Dish Network

-89%

-37%

-35%

-33%

Honorable mentions — AMD and CRM [Charitable Trust names]

(5) Lightning Round: Simon Property CEO is money (https://www.cnbc.com/video/2023/04/03/lightning-round-simon-property-ceo-is-money.html)

Mad Money host Jim Cramer weighs in on all manner of stocks, including Boot Barn, Simon Property, LNC, TransOcean and Martin Marietta

Ticker: BOOT [Too cheap], SPG [Not going to avandan my liking], LNC [Something long there, we need to talk with CEO], RIG [trust owns HAL is cheaper , , better], MLM [ is good too]

(6) Cramer on China (https://www.cnbc.com/video/2023/04/03/cramer-on-china.html)

ad Money host Jim Cramer gives his take on China and the impact of its reopening on the global markets.

Other Stocks Discussed (calls with audience): Bank of America (BAC) [Going to be fine. Cannot take a pain. Such a good bank and so well run], United Health (UNH) [I switched to Humana because they had a much better plan], Public Service (PEG) [Buy some] , Pioneer Natural (PXD) [stay put, not trim], Accenture (ACN) [Buy buy buy, my favorite for a long term]

参考: この日の放送に関するその他のサイトへのリンク