Mad Money: 2023年10月10日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年10月10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) Jim Cramer says it’s too soon to tell how GLP-1 weight loss drugs will affect food stocks (https://www.cnbc.com/2023/10/10/jim-cramer-too-soon-to-tell-how-weight-loss-drugs-will-affect-food-stocks.html)

• CNBC’s Jim Cramer on Tuesday said it may be too soon to tell how GLP-1 diabetes and weight loss drugs will change companies, especially ones that sell junk food.
• Cramer referenced FritoLay-owner PepsiCo’s Tuesday earnings report, which beat Wall Street estimates and sent its stock up

 

(2) Executive Interview: CarMax CEO says it’s ‘a little early’ to see how the UAW strikes will impact business (https://www.cnbc.com/2023/10/10/carmax-ceo-its-a-little-early-to-tell-uaw-strikes-impact-business.html)

• CEO of used-car retailer CarMax, Bill Nash, told CNBC’s Jim Cramer it is too early to tell how UAW strikes will impact his company’s business.
• “I think as far as the UAW strike [is concerned], it’s a little early to tell the impact it’s going to have on the business — you know, it really depends on how long it goes, and if there’s going to be an expansion,” Nash said.

Ticker; KMX

 

(3)  [No Video Clip for non-Club Member] Jim Cramer: The rapid rise in interest rates has changed the calculus of this market (https://www.cnbc.com/video/2023/10/10/jim-cramer-the-rapid-rise-in-interest-rates-has-changed-the-calculus-of-this-market.html)

‘Mad Money’ host Jim Cramer takes a closer look at the utilities sector and BNPL.

Higher rates, more problems?: VZ, T, RIVN, UPST, AFRM

 

(4) Interview: Daymond John talks grants and this year’s fourth annual Black Entrepreneurs Day (https://www.cnbc.com/2023/10/10/daymond-john-talks-grants-and-fourth-annual-black-entrepreneurs-day.html)

• CNBC’s Jim Cramer spoke with “Shark Tank” star and FUBU CEO Daymond John to discuss the fourth annual Black Entrepreneurs Day.
• The event is meant to celebrate Black business owners, and it partnered with the NAACP to provide grants to business owners.

 

(5) Cramer’s Lightning Round: ‘I’m moving on’ from Herbalife (https://www.cnbc.com/2023/10/10/cramers-lightning-round-im-moving-on-from-herbalife.html)

• Spirit AeroSystems: “I got to tell you, you’re absolutely right that is low, but I’d rather have you buy the Honeywell.”
• CVS: “Let’s just stick away from CVS.”
• Abbott: ”…Abbott is a very good company and will be up to the, let’s say, up to the challenge. I think that’s fair. You’re getting a premium company at a very low multiple that is doing a lot right.”
• Viking: “It’s a very good spec, but you have to understand it could be wiped out or go up a lot.”

Ticker: SPR, CVS, ABT, VKTX, HLF, ALB,

 

(6)  [No Video Clip for non-Club Member] Jim Cramer recaps the financial sector’s recent performance (https://www.cnbc.com/video/2023/10/10/jim-cramer-recaps-the-financial-sectors-recent-performance.html)

‘Mad Money’ host Jim Cramer takes a deep dive into US Bancorp and regional banks.

Ticker: USB

 

Other Stocks Discussed (Calls with Audiences): AMC Entertainment Holdings, Inc. (AMC) [sell], Advanced Micro Devices, Inc. (AMD) [Bullpen for the charitable trust], Southern (SO) [hold off, not a good situation], Tesla (TSLA) , Ford (F) [will go more higher, charitable trust owns F]

 

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

****************************

前回のエピソード

次回のエピソード

[投稿者]

投稿