Mad Money: 2023年11月15日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年11月15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 examines Wednesday’s rally, says investors are searching for new winners as inflation fears cool (https://www.cnbc.com/2023/11/15/cramer-investors-are-searching-for-new-winners-as-inflation-fears-cool.html)

• CNBC’s Jim Cramer gave his take on Wednesday’s rally, cautioning investors against buying just any stock.
• “Today’s session shows people are itching to get into this market in the worst way, and sometimes the worst way is to just knock on wood and buy anything that’s fallen behind,” he said.

TGT, EL [charitable trust owns EL]、NKE, DIS

 

(2) Executive Interview: Target CEO says he’s pleased with the progress that’s been made against retail theft (https://www.cnbc.com/2023/11/15/target-ceo-theft-this-isnt-a-target-issue-this-is-a-retail-issue.html)

• Target CEO Brian Cornell discussed retail theft with CNBC’s Jim Cramer, asserting that the issue was not unique to his company.
• Target recently shuttered nine stores in major cities, citing theft and violence.

Ticker: TGT

 

(3) Executive Interview: Palo Alto Networks CEO says demand remains high despite quarterly weakness in billings (https://www.cnbc.com/2023/11/15/palo-alto-networks-ceo-says-demand-high-despite-weakness-in-billings.html)

• Palo Alto Networks CEO Nikesh Arora told CNBC’s Jim Cramer his company is still seeing strong demand for its cybersecurity services despite a weaker-than-expected billings guidance.
• The company’s stock price slid nearly 6% in after-hours trading.

Ticker: PANW

 

(4) [No Video Clip for non-Club Member] Executive Interview: Cisco CEO Chuck Robbins: We’ve really cleared our backlog over the last quarter (https://www.cnbc.com/video/2023/11/15/cisco-ceo-chuck-robbins-weve-really-cleared-our-backlog-over-the-last-quarter.html)

Cisco Chair and CEO Chuck Robbins joins ‘Mad Money’ host Jim Cramer to talk quarterly earnings, partnering with Nvidia, outlook for the future and more.

Ticker: CSCO

 

(5) Cramer’s Lightning Round: ‘Not the time’ to sell Roblox (https://www.cnbc.com/2023/11/15/cramers-lightning-round-not-the-time-to-sell-roblox.html)

• Cameco: ”….That is the highest quality Uranium play.”
• H&R Block: ”…I would stick with it….I think you’ve got the right way to look at it.”
• Driven Brands: “Automotive services is very hit or miss, that’s why I’ve always believed in AutoZone, AZO, because it does a buy back that is the most aggressive on the New York Stock Exchange and gives me the comfort that I need.”
• Albertsons: “If the government blocks that deal, I don’t know even know if the stock goes down anymore, frankly. I think you’re ok with that one.”
• Roblox: “I thought this was the first good quarter in a long time…This is not the time to sell Roblox.”

Ticker: CCJ, HRB, DRVN, ACI, TRMD, RBLX

 

(6) [No Video Clip for non-Club Member] Jim Cramer breaks down equity financing and why it’s important to know (https://www.cnbc.com/video/2023/11/15/jim-cramer-breaks-down-equity-financing-and-why-its-important-to-know.html)

‘Mad Money’ host Jim Cramer shares his investing wisdom including the idea that ‘financing is key’.

 

Other Stocks Discussed (Calls with Audiences): Affirm (AFRM) [AFRM for real]

 

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

****************************

前回のエピソード

次回のエピソード

 

[投稿者]

投稿