Mad Money: 2023年4月19日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年4月19日(水)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) Investors that do their homework can find good opportunities in a skittish market, Jim Cramer says (https://www.cnbc.com/2023/04/19/cramer-investors-that-do-their-homework-can-find-good-opportunities.html)

• Savvy investors that “do enough homework” can look past early bias and buy in when the rest of the market is skittish, CNBC’s Jim Cramer said Wednesday.
• Cramer pointed to Morgan Stanley, Goldman Sachs and Abbott Labs, all of which saw negative pallor in the morning give way by the end of trading.

Reasons for the weakness: (i) Europe, (ii) The Macro, (iii) Geopolitics, (iv) Short Sellers at work

Ticker: GS, MS [Charitable trust owns MS], ABT

 

(2) [No Video Clip for non-Club Member] Executive Interview: Cramer’s one-on-one with Prologis (https://www.cnbc.com/video/2023/04/19/cramers-one-on-one-with-prologis.html)

Ticker: PLD

 

(3) [No Video Clip for non-Club Member] A new fortress for your portfolio? Cramer’s giving his take on NFE (https://www.cnbc.com/video/2023/04/19/a-new-fortress-for-your-portfolio-cramers-giving-his-take-on-nfe.html)

“Mad Money” host Jim Cramer breaks down New Fortress Energy, which focuses on natural gas.

Ticker: NFE

“Cramer: I think NFE as great growth … NFE is cheap here.”

“Bottom Line: I am a believer in the  LNG story which makes me excited about NFE.”

 

(4) [No Video Clip for non-Club Member] Cramer’s looking back on the stocks that came public in 2021 (https://www.cnbc.com/video/2023/04/19/cramers-looking-back-on-the-stocks-that-came-public-in-2021.html)

“Mad Money” host Jim Cramer gives his take on a bunch of stocks that debuted on Wall Street in 2021.

Grading the 2021 IPO: Tech — Intapp Inc. (INTA) [up 75% since IPO], GlobalFoundries (GFS) [up 36% since IPO], doximity (DOCS) [up 3% since 38%], duolingo (DUOL) [up 39% since IPO], Instructure Holdings (INST) [up 30% since IPO]

 

(5) Lighting Round: Nordic American Tanker, Novartis, and Altria (https://www.cnbc.com/video/2023/04/19/lighting-round-nordic-american-tanker-novartis-and-altria.html)

“Mad Money” host Jim Cramer breaks down several stocks, including Nordic American Tanker, Novartis and Altria

Ticker : NAT [overtime it gets three its buy, if it gets four its a sell], BLDR [HD is so low, just buy HD], NVO [I like NVO and LLY very much, LLY is huge position in the charitable trust], NVS [it was bumpy at the beginning, no longer the case], SMCI [I cannot explain why the stock is all the way up to 51 weeks high], MO [it has a lot of cash flow, and give some credit for trying to get people off from Tabaco], HLIT [let’s be careful]

 

(6) [No Video Clip for non-Club Member] Jim Cramer reveals a way to screen news that may move a stock (https://www.cnbc.com/video/2023/04/19/jim-cramer-reveals-a-way-to-screen-news-that-may-move-a-stock.html)

“Mad Money” host Jim Cramer takes a look at the performance of Charles Schwab, Netflix and Johnson & Johnson after earnings.

Ticker: SCHW, NFLX, JNJ

 

Other Stocks Discussed (calls with audience): CVS Health (CVS) [buy buy buy], Rivian Automotive (RIVN) [Loss is gigantic, it can still go lower, no reason to own], Target (TGT) [I will go with COST, which charitable trust owns], Dominion Energy (D) [buy buy buy], OKE [buy buy buy]

 

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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