Mad Money: 2023年10月23日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年10月23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 urges patience before buying stocks this week. Here’s why (https://www.cnbc.com/2023/10/23/jim-cramer-urges-patience-before-buying-stocks-this-week-heres-why.html)

• CNBC’s Jim Cramer said investors shouldn’t read too much into Monday’s stock moves, suggesting more important information will come later in the week.
• “What should matter to you is how individual companies are doing, and today we had nothing that smacks of actual fact about what stocks are going to do,” Cramer said.
• “I recommend something that’s quite prosaic, if not just outright boring: Perfect moment to sit on your hands,” he said.

 

(2) [No Video Clip for non-Club Member] Long on money, short on time thesis holding up for cruise ships, says Jim Cramer (https://www.cnbc.com/video/2023/10/23/long-on-money-short-on-time-thesis-holding-up-for-cruise-ships-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at consumer facing companies and how they are faring among current market headwinds.

Ticker: AXP, BAC, CCL, DRI, PG, KMX

 

(3) [No Video Clip for non-Club Member] Jim Cramer takes a look at what is next for Netflix (https://www.cnbc.com/video/2023/10/23/jim-cramer-takes-a-look-at-what-is-next-for-netflix.html)

‘Mad Money’ host Jim Cramer discusses Netflix and what is ahead for the streaming giant.

Ticker: TSLA, NFLX

 

(4) [No Video Clip for non-Club Member] Executive Interview: Snap-On CEO Nick Pinchuk says the business has never been more profitable (https://www.cnbc.com/video/2023/10/23/snap-on-ceo-nick-pinchuk-says-the-business-has-never-been-more-profitable.html)

Snap-On Chairman and CEO Nick Pinchuk joins ‘Mad Money’ host Jim Cramer to talk lack of recession signs, the core business and quarterly earnings

Ticker: SNA

 

(5) Cramer’s Lightning Round: Sell Fisker (https://www.cnbc.com/2023/10/23/cramers-lightning-round-sell-fisker.html)

• Fisker: “Like the car, sell the stock.”
• AutoNation: “Something is wrong, obviously people are very worried about credit now in cars, but I’m not going to tell you to sell a stock that sells at five times earnings, even though I think that means it’s not going to make the estimates.”
• Petroleo Brasileiro: “This stock has run too much for me, even though it sells at six times earnings. I’m a seller of PBR.”
• Nu: “This is another stock from Latin America that I think I would sell, it’s moved up so much…in this lousy market, why am I going to push that kind of stock?”
• Iridium: “It was supposed to be making money and now expects to lose money. We’re not going to recommend stocks that are losing money.”
• Bristol-Myers: “No…I’m not saying it lost its way, I’m saying I don’t like the big pharma stocks, and they do not have the pipeline that they once had. I’m not going to push Bristol-Myers. Never buy a drug stock just for the yield.”

Ticker: FSR, AN, PBR , NU, IRDN, BMY

 

(6) Jim Cramer says there is a bull market in oil and gas thanks to recent big mergers (https://www.cnbc.com/2023/10/23/cramer-there-is-a-bull-market-in-oil-and-gas-thanks-to-recent-mergers.html)

• CNBC’s Jim Cramer said he sees a bull market in oil, in large part due to two recent major mergers.
• Chevron announced Monday it would buy Hess in a $53 billion deal, while Exxon Mobil agreed to buy rival Pioneer Natural Resources for $59.5 billion earlier in October.

Ticker: PXD, XOM, HES, CVX

 

Other Stocks Discussed (Calls with Audiences): Costco (COST) [COST is no.1, proud to be a stock holder of COST], AMC Entertainment (AMC) [you should sell], Domino Pizza (DPZ) [take a risk reward ], Affirm (AFRM) [I don’t like banks], Nvidia (NVDA) [not go until below 400]

 

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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