Mad Money: 2023年10月11日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年10月11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) How is the rise of GLP-1 weight loss drugs affecting market action? Jim Cramer explains (https://www.cnbc.com/2023/10/11/jim-cramer-on-the-rise-of-glp-1-weight-loss-drugs-and-the-market.html)

• CNBC’s Jim Cramer on Wednesday said many on Wall Street are already anticipating the impact of GLP-1 drugs, sending down the stock of certain companies like those involved with diabetes management.
• “An institution’s goal is to anticipate, not the action itself, but that there’ll be others reacting soon,” Cramer said. “And they have to get out ahead of those late reactors.”

Food stocks impacted by GLP-1 drugs: PEP, HSY, CPB, SJM, HRL, CAG, K, MDLZ, WMT

Healthcare stocks impacted by GLP-1 drugs: LLY, NVO, DXCM, ABT, RMD, ISRG, DVA, MDT, JNJ, BSX, BAX

 

(2) & (3) Cramer breaks down Piper Sandler’s teen survey, says the demographic is ‘fickle’ but essential (https://www.cnbc.com/2023/10/11/cramer-breaks-down-piper-sandlers-teen-survey.html)

• CNBC’s Jim Cramer broke down a teen-focused report from Piper Sandler and told investors to pay attention to what this demographic likes.
• The survey asked more than 9,000 teenagers to name their favorite brands in a number of sectors, including apparel, snacks, cosmetics and social media platforms.

Piper Sander Teen Survey Results: NIKE (#1 footwear & Apparel), ONON (#8 footwear), LULU (#3 Apparel), Shein (#3 E-commerce sites), VFC (#5 footwear), UA (top brand no longer worn by upper income male teens),  AMZN (# 1 e-commerce sites); ELF (#1 cosmetics), ULTA (#2 beauty), CELH (#3 energy drinks), PEP (#1 snack co), CPB (#2 snack co), MDLZ (#4 snack co)  , SBUX (#2 Restaurant), MCD (#3 Restaurant), CMG (#4 Restaurant), META (#1 Social media #1), TikTok (#2 Social media) , YouTube (#1 streaming), SPOT (#1 music) , AAPL (Overall winner, #1 payment App, 87% of teens own an iPhone, 34% owns apple watch)

 

(4)  [No Video Clip for non-Club Member] Executive Interview: Intuit CEO Sasan Goodarzi goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/10/11/intuit-ceo-sasan-goodarzi-goes-one-on-one-with-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks to Intuit CEO Sasan Goodarzi on investing in AI, introducing AI to small business and on Credit Karma.

Ticker: INTU

 

(5) Cramer’s Lightning Round: ‘Can’t be a fan’ of Plug Power (https://www.cnbc.com/2023/10/11/cramers-lightning-round-cant-be-a-fan-of-plug-power.html)

• SolarEdge: “SolarEdge is interesting. It’s down a lot, but you know what I really want you to do? I really want you to take a hard look at First Solar, which is doing so well, and I think it’s a strong buy right here.”
• Plug Power: “I just can’t be a fan of a stock that’s losing, of a company that’s losing that much money when the CEO told me they’d be making some money.”
• Brookfield Infrastructure Partners: “No, no we can’t.”
• KeyCorp: “I’m going to make a stand and say you should own Key.”
• Monster: “I have to tell you, I think Monster’s a very good company. It has not gone up as much, I think, because a lot of people are liking Celsius…So I like them both.”

Ticker: SEDG [strong buy right here], PLUG, BIP, TSN, KEY, MNST

 

(6)  [No Video Clip for non-Club Member] Jim Cramer: The Fed minutes barely mattered to markets—what matters today is current data (https://www.cnbc.com/video/2023/10/11/jim-cramer-the-fed-minutes-barely-mattered-to-marketswhat-matters-today-is-current-data.html)

‘Mad Money’ host Jim Cramer gives his takeaways from today’s Fed minutes.

 

Other Stocks Discussed (Calls with Audiences):  EOG Resources (EOG) [great call], Johnson & Johnson (JNJ) , American Airlines (AAL) [not recommend airline now]

 

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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