Mad Money: 2023年10月2日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年10月2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) Jim Cramer lauds his ‘Magnificent Seven’ tech mega caps as bonds rise (https://www.cnbc.com/2023/10/02/jim-cramer-lauds-his-magnificent-seven-tech-mega-caps-as-bonds-rise.html)

• CNBC’s Jim Cramer on Monday told investors his Magnificent Seven mega-cap tech stocks with cash in reserve are the only ones able to compete with the bond market.
• These stocks include Apple, Alphabet, Meta, Amazon, Microsoft, Nvidia and Tesla.

Ticker: AEP, K,  AAPL, AMZN, META, GOOGL, NVDA, TSLA, MSFT

 

(2) Cramer analyzes last quarter’s top 5 Dow performers (https://www.cnbc.com/2023/10/02/cramer-analyzes-last-quarters-top-5-dow-performers-.html)

• CNBC’s Jim Cramer on Monday looked at the top five performers in the Dow Jones Industrial Average over the last quarter.
• These stocks were Amgen, Caterpillar, Chevron, Intel and UnitedHealth Group.

Best of thee Dow in 3Q – top 5 performers: Amgen (AMGN; 21%), Caterpillar (CAT, 11%), Chevron (CVX, 7%), Intel (INTC, 6%), United Healthcare (UNH, 5%)

 

(3) [No Video Clip for non-Club Member] Tractor Supply is attractive at these levels, says Jim Cramer (https://www.cnbc.com/video/2023/10/02/tractor-supply-is-attractive-at-these-levels-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer weighs the bull and bear case for Tractor Supply.

Ticker: TSCO

 

(4) [No Video Clip for non-Club Member] Executive Interview: Hologic CEO Steve MacMillan sits down with Jim Cramer (https://www.cnbc.com/video/2023/10/02/hologic-ceo-steve-macmillan-sits-down-with-jim-cramer.html)

Hologic President and CEO Steve MacMillan joins ‘Mad Money’ host Jim Cramer to talk the company’s focus on women’s health, the importance of early breast cancer detection and much more.

Ticker: HOLX

 

(5) Cramer’s Lightning Round: Stay away from PacWest Bancorp (https://www.cnbc.com/2023/10/02/cramers-lightning-round-stay-away-from-pacwest-bancorp.html)

• Energy Transfer: “I think ET’s good.”
• Perrigo: “If you want knock-off, you want the Kirkland Signature Brand, which means you want Costco.”
• Robinhood: “This is not really that profitable, that’s the problem, It’s just not.”
• Palantir: “Here’s the way I feel about Palantir: they had a really good quarter, and they actually lived up to their hype. So I am reluctant to say anything bad about them, and they’re going to make money. So I say Palantir, two cheers for Palantir.”
• PacWest Bancorp: “Move on…Stay away.”
• Kratos: “I like them.”
• Enbridge: “The stock keeps going lower because they made this acquisition that nobody understands.”

Ticker: ET, PRGO, HOOD, PLTR, PACW, KTOS, ENB,

 

(6) [No Video Clip for non-Club Member] I think we’ve taken for granted that our budget deficit won’t matter in our lifetime, says Jim Cramer (https://www.cnbc.com/video/2023/10/02/i-think-weve-taken-for-granted-that-our-budget-deficit-wont-matter-in-our-lifetime-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the budget deficit and showdown over government spending.

 

Other Stocks Discussed (Calls with Audiences): Hertz Global (HTZ) [people start thinking its too expensive], Tesla (TSLA) , Crowdstrike (CRWD), Eli Lilly (LLY)

 

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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