Mad Money: 2023年10月12日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年10月12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) Jim Cramer says this earnings season might be ‘a rough one’ (https://www.cnbc.com/2023/10/12/jim-cramer-says-this-earnings-season-might-be-a-rough-one.html)

• CNBC’s Jim Cramer on Thursday said he thinks the upcoming earnings season might be tough due in part to continued inflation.
• He also said the market is facing an “unforgiving backdrop” that may cause many on Wall Street to interpret earnings negatively.

Ticker: PEP, CAG, K, GIS, HRL, WBA

 

(2) Cramer examines the consumer price index report, says inflation was ‘slightly too hot’ (https://www.cnbc.com/2023/10/12/cramer-examines-the-cpi-report-says-inflation-was-slightly-too-hot.html)

• CNBC’s Jim Cramer explained Thursday’s consumer price index report for September, saying although the figures showed increased inflation, they could have been worse.
• “In the end, the CPI report wasn’t great but it wasn’t that bad either, and investors kept their composure, taking the slightly too hot inflation number in stride,” he said

 

(3) [No Video Clip for non-Club Member] Jim Cramer talks Delta earnings, tells investors to get more selective with airlines (https://www.cnbc.com/video/2023/10/12/jim-cramer-talks-delta-earnings-tells-investors-to-get-more-selective-with-airlines.html)

‘Mad Money’ host Jim Cramer is taking a deep dive into Delta Air Lines earnings.

Ticker: AAL, DAL

 

(4) [No Video Clip for non-Club Member] Jim Cramer answers questions from this weeks Monthly Investing Club meeting (https://www.cnbc.com/video/2023/10/12/jim-cramer-answers-questions-from-this-weeks-monthly-investing-club-meeting.html)

‘Mad Money’ host Jim Cramer answers some questions from this week’s Monthly Investing Club meeting.

• Directions of the oil as an investor? –> We should always have one or two of these. Charitable trust have a natural gas stock called Coterra.
• SOFI  –>
• CAG, CPB, DAR –> you don’t wan to own that.
• BA –> not run well as it should be.

(5) Cramer’s Lightning Round: Sell Phathom Pharmaceuticals (https://www.cnbc.com/2023/10/12/cramers-lightning-round-sell-phathom-pharmaceuticals.html)

• ChargePoint: “No. I mean, that’s losing money, we’re not going to buy it.”
• Phathom Pharmaceuticals: “Way too speculative…I would sell the stock.”
• Luminar Technologies: “No, losing too much money…We’re going to have to say no to that one too.”
• Taiwan Semiconductor: “I like Taiwan Semiconductor very much, and I think should be bought. My only risk there is China, and I am concerned, but I think it will be ok.”
• Axon: “I like Axon very much. Very well-run company, they do a lot of good things. I think it has been one of my longest-standing recommendations, and you should buy the stock.”
• Navitas Semiconductor: “No. So many semiconductors are making a ton of money here. We’re not going to buy one that is actually losing money. So we’re going to have to say no to Navitas.”
• RTX: ”…Their commercial business has gotten very tough because of that problem with that one engine…I don’t think we can touch it still.”

Ticker: CHPT, PHAT, LAZR, TSW, AXON, NVTS, BHVN, RTX

 

(6)  [No Video Clip] Potential Permian Pushback?  

Ticker: XOM, PXD

 

Other Stocks Discussed (Calls with Audiences):  Caterpillar (CAT) [you should buy more, charitable trust owns it], Instacart (CART) [sell sell sell], T-Mobiles (TMUS), Lyft (LYFT) [we need this cannot just have UBER], Ford (F) [hold; charitable trust owns it]

 

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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