Mad Money: 2023年11月14日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年11月14日(火)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 says the economy is headed for a soft landing, but the easy money has already been made (https://www.cnbc.com/2023/11/14/cramer-economy-is-headed-for-a-soft-landing-but-the-easy-money-is-gone.html)

• CNBC’s Jim Cramer celebrated Tuesday’s market rally, spurred by new inflation data that came in below Wall Street’s estimates.
• But he said the “miraculous buying opportunity” is over now that an economic soft landing is on the horizon.

 

(2) [No Video Clip for non-Club Member] Executive Interview: Dexcom CEO Kevin Sayer goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/11/14/dexcom-ceo-kevin-sayer-goes-one-on-one-with-jim-cramer.html)

Dexcom Chairman, President and CEO Kevin Sayer joins ‘Mad Money’ host Jim Cramer to talk the impact of weight loss drugs on the diabetes market, quarterly earnings and more.

Ticker: DXCM

 

(3) [No Video Clip for non-Club Member] Jim Cramer compares consumer health companies Haleon and Kenvue (https://www.cnbc.com/video/2023/11/14/jim-cramer-compares-consumer-health-companies-haleon-and-kenvue.html)

‘Mad Money’ host Jim Cramer takes a look at two consumer health companies, Haleon and Kenvue, to judge which stock is better for your portfolio.

Haleon (HLN)	Category	Kenvue (KVUE)
v	Portfolio
v	Growth
	Valuation & Yield	v
	Balance Sheet	v
v	Miscellaneous (eg. parent company’s ownership structure, litigation exposure)

“Bottom Line: When comparing both consumer health names, Hlaleon is the best way to go.”

 

(4) [No Video Clip for non-Club Member] Executive Interview: We are quite bullish on the future of travel, says Verra Mobility CEO David Roberts (https://www.cnbc.com/video/2023/11/14/we-are-quite-bullish-on-the-future-of-travel-says-verra-mobility-ceo-david-roberts.html)

Verra Mobility CEO David Roberts joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the state of travel, areas where Verra sees growth, legislative tailwinds and more.

Ticker: VRRM

 

(5) Cramer’s Lightning Round: ‘Too much hype’ for C3.ai (https://www.cnbc.com/2023/11/14/cramers-lightning-round-too-much-hype-for-c3ai.html)

• HubSpot: ’It’s like a mini-Salesforce, it’s got incredible growth, and people like growth again. I think the stock will rally from here.”
• Albemarle: “No…I think lithium’s coming down in price and there’s no reversing it, just, kind of not the right place to be.”
• Chewy: “I think Chewy is bottoming here, but I just don’t know much upside, because think people can get the stuff from Amazon.”
• Leonardo DRS: “I think that the prospects are really great for it.”
• New York Community Bancorp: “No. I just think even with lower rates, it’s just not going to, it’s just a tough, tough environment.”
• Brown-Forman: “It’s a good company, But, you know what, I do believe that as soon as someone starts doing the GLP-1 trial for heavy drinkers, I think people are going to say I’ve got to get out of Brown-Forman.”
• Sarepta Therapeutics: “I’m not there for those guys…They’re just losing a huge amount of money. They’ve broken a lot of hearts. I’m not going there on that one.”
• C3.ai: “They’re not delivering, they’re losing a fortune. Look, I happen to like the founder, Tom Siebel, I’ve known him for years and years. But there’s too much hype there and too much hope there, and I don’t like either ‘H.’”
• US Bancorp: “If you’re going to buy a regional bank, USB, you could do a lot worse than that…It seems very safe to me.”
• CrowdStrike: “I think it’s had legs. I mean, this thing has just been an incredible horse…I’ve been a backer of George Kurtz the whole darn way, and he continues to do well for us, and I say he will continue to do well.”

Ticker: HUBS [rally from here], ALB [not the right place to be], CHWY, DRS, NYCB [MS for charitable trust], BF.B, SRPT, AI, USB, CRWD

 

(6) Cramer is optimistic coming out of earnings season, says most sectors performed well overall (https://www.cnbc.com/2023/11/14/cramer-is-optimistic-coming-out-of-earnings-season.html)

• CNBC’s Jim Cramer on Tuesday reflected on earnings season, saying it was not disappointing when viewing sectors’ performances as a whole.
• He argued that many stocks were crushed not because of companies’ poor performance, but due to factors like high interest rates.

 

Other Stocks Discussed (Calls with Audiences): Elf beauty (ELF) [fundamentals are good], Coca-Cola (KO) [I like KO], Celsius (CELH) [I don’t like the buttle ground], Maderna (MRNA) [not followed up with the personalized cancer vaccines and until he does, this stock is going to be stuck in a nut and I don’t want you to be in], CRISPR Therapeutics (CRSP) [do not recommend company that losing money]

 

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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