Mad Money: 2023年11月8日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年11月8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) Jim Cramer examines why the ‘Magnificent Seven’ tech stocks have seen volatility in the market (https://www.cnbc.com/2023/11/08/jim-cramer-examines-magnificent-seven-market-volatility.html)

• CNBC’s Jim Cramer on Wednesday detailed why the “Magnificent Seven” tech stocks are often traded on Wall Street, but also why he thinks they still have lasting value.
• The “Magnificent Seven” are Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla.

Ticker: GOOGL [tough to own. Nothing wrong except cloud business, hope they explained it during the conference call, that make people left and come back realizing it was wrong], AMZN [“Amazon had been a rocky story for ages”, likely to go new high, after MSFT], AAPL [“there is a new buyer of AAPL stock that wants it for the service stream”], META [:META is crushing it in the AD world”], MSFT [“what hurt Microsoft’s previous quarter ended up helping this quarter”], NVDA [“I think that Nvidia is still not believed on the street.”], TSLA [“unlike the rest of the magnificent 7, TSLA actually didn’t report a great quarter”]

“Bottom line: As obvious as these winners seem in retrospect, it was very easy to get shaken out.”

 

(2) [No Video Clip for non-Club Member] Executive Interview: Dutch Bros CEO Joth Ricci goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/11/08/dutch-bros-ceo-joth-ricci-goes-one-on-one-with-jim-cramer.html)

Dutch Bros CEO Joth Ricci sits down with Jim Cramer to talk quarterly earnings, consumer behavior, the incoming CEO and more.

Ticker: BROS

 

(3) [No Video Clip for non-Club Member] Jim Cramer diagnoses Humana’s decline after reporting earnings ()

‘Mad Money’ host Jim Cramer takes a closer look at Humana after the stock dropped following earnings.

Ticker: HUM [Charitable trust owns HUM]

“Bottom Line: Don’t seat the small stuff with Humana… I urge you to buy it into this post-earnings pullback.”

 

(4) Arm CEO talks company’s future beyond smartphones after first quarterly report since IPO (https://www.cnbc.com/2023/11/08/arm-ceo-talks-companys-future-beyond-smartphones-.html)

• Arm CEO Rene Haas discussed the company’s business beyond smartphones with CNBC’s Jim Cramer, saying less than half of its revenue comes from that segment.
• The company made its market debut in September with an initial public offering valued at over $54 billion.

Ticker: ARM

 

(5) Cramer’s Lightning Round: ‘Do not touch’ UiPath (https://www.cnbc.com/2023/11/08/cramers-lightning-round-do-not-touch-uipath.html)

• Fortinet: “I don’t want you in Fortinet, I want you in Palo Alto Networks…I think that’s going much higher.”
• UiPath: “No, no…Do not touch PATH.”
• Prudential: I’m concerned about it, because when I see a stock that yields 5.5 and sells at 7 times earnings, it makes me think that something’s wrong, not something’s cheap. So let’s just be careful.”
• Diageo: “Getting bad vibes of Diageo…I want you to stay away from Diageo.”
• Textron: “Textron is way too cheap. I don’t understand why it’s down here. It’s a buy.”
• Target: ”…That stock would be dramatically higher if it weren’t for stealing.”

Ticker: FTNT, PATH, PRU, DEO, TXT, TGT

 

(6) [No Video Clip for non-Club Member] I think Toast is in a very competitive segment, says Jim Cramer (https://www.cnbc.com/video/2023/11/08/i-think-toast-is-in-a-very-competitive-segment-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at Fintech stocks.

Ticker: HOOD, TOST, UPST

 

Other Stocks Discussed (Calls with Audiences): Intel (INTC) [ARM can go faster] , L3Harris (LHX) [buy buy buy buy buy, pick up LHX right here], UnitedHealth (UNH) [I like it. If it dips, buy more]

 

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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