Mad Money: 2023年4月4日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年4月4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) The spiraling banking crisis is leaving traders divided, Jim Cramer says (https://www.cnbc.com/2023/04/04/the-spiraling-banking-crisis-is-leaving-traders-divided-jim-cramer-says.html)

• The swing in bond prices will force investors into three different camps, CNBC’s Jim Cramer said, all of which deserve to be dismissed.
• The three camps expect either an earnings collapse, a defensive resurgence, or stability in large-cap tech companies.

 

(2) [No Video Clip for non-Club Members] Value or value trap? Cramer’s helping you spot the difference in this market (https://www.cnbc.com/video/2023/04/04/value-or-value-trap-cramers-helping-you-spot-the-difference-in-this-market.html)

Mad Money host Jim Cramer helps investors spot good and bad value investments.

Ticker: HTZ, CAR

“Bottom Line: With Stephen Scherr at the HELM, Hertz is different, if the FED can manage a soft landing, it could be worth eying.”

 

(3) [No Video Clip for non-Club Members] Off-the Chart: Cramer’s going off the charts on the S&P 500 (https://www.cnbc.com/video/2023/04/04/cramers-going-off-the-charts-on-the-sp-500.html)

Mad Money host Jim Cramer goes off the charts to get a read on the market.

“Bottom Line: The charts suggest the S&P 500’s due for a pullback this week…but the chartist thinks any weakness will be a buying opportunity.”

 

(4) [No Video Clip for non-Club Members] Time to buy SOFI? (https://www.cnbc.com/video/2023/04/04/time-to-buy-sofi.html)

Mad Money host Jim Cramer gives his take on SoFi.

Ticker: SOFI

“Bottom Line: SOFI is trading at a discount, and its in better [position than most banks.”

 

(5) Lightning round: Pioneer over Exxon, it has a better yield (https://www.cnbc.com/video/2023/04/04/lightning-round-pioneer-over-exxon-it-has-a-better-yield.html)

Mad Money host Jim Cramer weighs in on all manner of stocks, including AEHR, Solaredge, Exxon, Amprius, Goldman Sachs, Gaming and Leisure, Ready Capital Group, Ally Financial, McKesson Corp and Endeavor Group.

Ticker: AEHR [ok, but I prefer Micron], SEDG [ok, but I like Enphase], XOM [ I like Pioneer], AMPB [ I am not recommend any of Litium stock], GM [I like the stock], GLPI [I like Wynn, charitable trust owns], RC [No, sell sell sell], ALLY [No need to own financials] , MCK [Fine, stay in it], EDR [I cannot opine as I have a business relationship]

 

(6) Cramer: I think Wall Street research has its blind spots (https://www.cnbc.com/video/2023/04/04/cramer-i-think-wall-street-research-has-its-blind-spots.html)

Mad Money host Jim Cramer weighs in on Piper Sandler’s Teen survey.

Ticker: META, ETSY, NKE, ON, ELF, EL

 

Other Stocks Discussed (calls with audience): Southern Co, (SO) [you got a real good idea], Johnson & Johnson (JNJ) [Charitable Trust owns JNJ and we like the stuff very much], PayPal Holdings (PYPL) [don’t sell all the way down, but too much competition], Southwest Air (LUV) [Need to figure out what is going on; it’s not working], Netflix (NFLX) [I am a big believer; I think it is a buy] , MercadoLibre, Inc. (MELI) [possible winner; it’s not done]

 

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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