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2023年4月20日 9:13 PM #16566
Jun Kurema (暮眞★潤)
キーマスター2023年4月20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) Strong individual performers can buoy whole sectors, Jim Cramer says (https://www.cnbc.com/2023/04/20/strong-individual-performers-can-buoy-whole-sectors-jim-cramer-says.html)
- Outperformance in traditionally weaker sectors is a keen reminder to get in before market commentators catch on, CNBC’s Jim Cramer said.
- Strong results from chipmakers, homebuilders and industrial stocks show that well-managed companies can buoy entire sectors.
Ticker: DHI, LEN, SNA, LRCX, KLAC, CSX, PPG
Capital Intensive sectors: Steel, Homebuilders, Autos, Semiconductor Capital Equipment, Railroads, Chemicals
(2) [No Video Clip for non-Club Member] Executive Interview: Nucor CEO explains the impact of federal infrastructure bills (https://www.cnbc.com/video/2023/04/20/nucor-ceo-explains-the-impact-of-federal-infrastructure-bills.html)
Leon Topalian, president, chair and CEO of Nucor, joins “Mad Money” to discuss the company’s first quarter earnings and outlook for the business.
Ticker: NUE
(3) [No Video Clip for non-Club Member] Cramer’s spotted a 2021 IPO winner that could be worth watching (https://www.cnbc.com/video/2023/04/20/cramers-spotted-a-2021-ipo-winner-that-could-be-worth-watching.html)
“Mad Money” host Jim Cramer discusses more stocks that went public in 2021 that could be worth watching.
Grading the 2021 IPO: Industrials — BWMN [Up 109% since IPO; worth speculating on], CDRE [Up 68% since IPO], ZIM [Up 36% since IPO; hard pass], DRVN [Up 39% since IPO], CNM [Up 27% since IPO]
“Bottom Line: Of the 2021 Industrial IPO winners I like BWMN, DRVN and CNM.”
(4) [No Video Clip for non-Club Member] Executive Interview: Cramer’s one-on-one with Banco Santander (https://www.cnbc.com/video/2023/04/20/cramers-one-on-one-with-banco-santander.html)
Ana Botin, the executive chair of Banco Santander, sits down with Jim Cramer to discuss the company’s outlook.
Ticker: SAN
(5) Lighting Round: Corporate Office, iRobot, Uniti Group (https://www.cnbc.com/video/2023/04/20/lighting-round-corporate-office-irobot-uniti-group.html)
“Mad Money” host Jim Cramer discusses a number of assets, like Corporate Office, iRobot, and Uniti Group.
Ticker: OFC [I am worried about the segment], IRBT [I cannot opine], UNIT [take a pass], NVTS [I am going to bless the name]
(6) [No Video Clip for non-Club Member] Jim Cramer: It was a tough day for Elon Musk, but I’m choosing to come to his defense (https://www.cnbc.com/video/2023/04/20/jim-cramer-it-was-a-tough-day-for-elon-musk-but-im-choosing-to-come-to-his-defense.html)
“Mad Money” host Jim Cramer discusses Tesla’s stock after the company’s earnings drive investors to sell.
Ticker: TSLA
Other Stocks Discussed (calls with audience): Chipotle (CMG) [I like the stock], Humana (HUM) [Grope went down, great buy and that’s why we are sticking with it], AGCO (AGCO) [great but no need to 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)
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