Mad Money: 2023年11月1日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年11月1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) Cramer picks companies that stand out during earnings season (https://www.cnbc.com/2023/11/01/cramer-picks-companies-that-stand-out-during-earnings-season.html)

• CNBC’s Jim Cramer on Wednesday highlighted companies he thinks have come out of earnings season as winners.
• These companies include chipmaker AMD and industrial names Trane Technologies and Eaton.

Standout stocks this earnings season:  AMD, ETN, LIND, TT, GE

Stocks that are turning the corner: DD, ORCL

 

(2) Jim Cramer says a big cloud over the bond market has been lifted (https://www.cnbc.com/2023/11/01/jim-cramer-says-a-big-cloud-over-the-bond-market-has-been-lifted.html)

• CNBC’s Jim Cramer on Wednesday praised the Treasury Department’s quarterly refunding plan, saying it may have found a way to stabilize the unsettled bond market.
• The routine announcement is receiving more attention than usual on Wall Street because of the steep rise in bond yields over the past few months.

 

(3) [No Video Clip for non-Club Member] Hold off on buying CAVA until the lockup on insider selling ends, says Jim Cramer (https://www.cnbc.com/video/2023/11/01/hold-off-on-buying-cava-until-the-lockup-on-insider-selling-ends-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at Cava to see if its a buy ahead of earnings.

Ticker: CAVA

 

(4) [No Video Clip for non-Club Member] Executive Interview: Brinker International CEO Kevin Hochman goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/11/01/brinker-international-ceo-kevin-hochman-goes-one-on-one-with-jim-cramer.html)

Brinker International President and CEO Kevin Hochman joins ‘Mad Money’ host Jim Cramer to talk quarterly earnings, changing consumer trends and more.

Ticker: EAT

 

(5) Cramer’s Lightning Round: ‘I don’t like AT&T’ (https://www.cnbc.com/2023/11/01/cramers-lightning-round-i-dont-like-att.html)

• Northrop Grumman: “I think it’s a terrific situation…I think you’ve got a fine one in Northrop Grumman, buy more.”
• Lucid: ”…I’m not recommending any stocks of companies that are losing lots of money.”
• Occidental Petroleum: “I have been shocked that this stock hasn’t moved up more since Warren Buffett continues to buy it, but oil has been a surprising loser here…That is not my favorite, I would suggest that you take a hard look at buying the stock of Coterra.”
• Trade Desk: ”…It is an expensive stock, but it is a good one.”
• Adient: “I known Adient, I can’t recommend anything that’s even remotely near the blast zone that is autos right now.”
• Marvell: “I think that Matt Murphy is doing a terrific job…I know Matt may not like this, but I think that the better buy right now may actually be Broadcom.”
• AT&T: “I don’t like AT&T…The answer is no thank you.”
• Emerson: “It just had a very nice run, the charitable trust owns it…I happen to think that Emerson remains a core holding for my charitable trust.”
• Edwards Lifesciences: “that was a terrible quarter…They must do better than that.”

Ticker: NOC, LCID, OXY [COTERA buy buy uby, TTD, ADNT,  MRVL [buy AVGO is better one], T [no, thank you], EMR [trust owns it],  EW

 

(6) [No Video Clip for non-Club Member] Goldman says malls are poised for a comeback, there’s logic to that, says Jim Cramer (https://www.cnbc.com/video/2023/11/01/goldman-says-malls-are-poised-for-a-comeback-theres-logic-to-that-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at Simon Property Group’s quarter and sees if malls could be making a comeback with the consumer

 

Other Stocks Discussed (Calls with Audiences): Tractor Supply (TSCO), FedEx (FDX)[run by dynamite CEO. buy buy by], Netflix (NFXL) [Dynamite quoter, you can buy NFXL], Palo Alto Network (PANW) [best in show in terms of cyber security. buy buy buy] , Arm holdings (ARM) [one of the winner here, I am bullish] , Instacart (CART) [I don’t see a great growth]

 

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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