Mad Money: 2023年9月18日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2023年9月18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) Cramer says investors should stick with ‘best of breed’ retail stocks (https://www.cnbc.com/2023/09/18/cramer-says-investors-should-stick-with-best-of-breed-retail-stocks.html)

• CNBC’s Jim Cramer on Monday said investors should look into retailers that are able to perform well in the face of continued inflation.
• He mentioned Walmart, Costco and Amazon as the only companies able to keep up with consumers’ needs in an inflated economy.

 

(2) [No Video Clip for non-Club Member] Jim Cramer takes a closer look at Adobe’s Q3 earnings results (https://www.cnbc.com/video/2023/09/18/jim-cramer-takes-a-closer-look-at-adobes-q3-earnings-results.html)

‘mad Money’ host JIm Cramer digs into Adobe’s earnings.

Ticker: ADBE

“Bottom Line: Adobe reported a strong quarter, so I don’t care that they delayed their forecast.” “It is nothing more than a buying opportunities.”

 

(3) [No Video Clip for non-Club Member]Fox currently has one of the best balance sheets in the industry, says Jim Cramer (https://www.cnbc.com/video/2023/09/18/fox-currently-has-one-of-the-best-balance-sheets-in-the-industry-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks stock buybacks, energy companies, balance sheets and more.

The Buyback Monsters – Year to Date: RH (Share count reduction: 23%), FOXA (16%), MRO (14.7%) VLO (8.4%), PSX (5.8%), STT (13.2%)

“Cramer: I think RH, FOX and the refiners are all buying back stock from a place of strength.”

 

(4) Executive Interview: Oracle CEO touts demand for cloud business after the company’s stock tumbled last week (https://www.cnbc.com/2023/09/18/oracle-ceo-touts-demand-for-cloud-business-after-stock-tumbled-.html)

• Oracle CEO Safra Catz emphasized the enterprise software company’s cloud business in an interview with CNBC’s Jim Cramer.
• Catz said Oracle had booked billion-dollar AI workloads in the first few weeks of the second quarter.

Ticker: ORCL

 

(5) Cramer’s Lightning Round: Tilray is ‘too dangerous’ (https://www.cnbc.com/2023/09/18/cramers-lightning-round-tilray-is-too-dangerous.html)

• Dollar General: “I think there are a lot of people who like the dollar stores just did not deliver great numbers and are not offering great value…Look, I’m not, never going to tell someone to sell a stock that’s down seven straight days, but I have to tell you, that is the negative thesis…”
• Paycom: “The problem with Paycom, it is one of those fintech companies. The fintechs are going out of fashion…I just think that is not a place to be. Fintech involved with employment, not a place to be.”
• Tilray: “Tilray is too dangerous. It is a spec stock that is losing money, and we don’t recommend stocks that are losing money.”
• Fastly: “They haven’t pivoted the profitability, and I’m not going to recommend a stock that hasn’t pivoted profitability that has a very high price to sales analysis, too high.”
• Pfizer: “I can’t tell you to sell it here, I just can’t. It’s just a very good company…They have a lot of optionality, I’m not going to tell you to sell Pfizer, not down here.”
• Atkore Inc: I do not know. I need to do homework.

Ticker: DG, PAYC, TLRY, FSLY, IRDM, PFE, ATKR,

 

(6) [No Video Clip for non-Club Member] We may have an embedded inflation issue that is being ignored by bulls, says Jim Cramer (https://www.cnbc.com/video/2023/09/18/we-may-have-an-embedded-inflation-issue-that-is-being-ignored-by-bulls-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the Fed’s dilemma as inflation remains sticky ahead of this week’s FOMC meeting.

 

Other Stocks Discussed (Calls with Audiences): Johnson & Johnson (JNJ), ON Semiconductor (ON)

 

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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