Mad Money: 2023年11月17日(金)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年11月17日(金)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’s week ahead: Earnings reports from retailers and Nvidia (https://www.cnbc.com/2023/11/17/cramers-week-ahead-earnings-reports-from-retailers-and-nvidia.html)

• CNBC’s Jim Cramer guided investors through next week’s Wall Street action, looking at reports from several retail outfits as well as semiconductor giant Nvidia.
• Tuesday will see reports from Best Buy, Burlington, Dick’s Sporting Goods, Kohl’s, Nordstrom and Lowe’s.

 

(2) [No Video Clip for non-Club Member] Jim Cramer answers Investing Club members’ questions (https://www.cnbc.com/video/2023/11/17/jim-cramer-answers-investing-club-members-questions.html)

‘Mad Money’ host Jim Cramer answers more questions from Investing Club members.

• IS Novo Nordisk (NVO) a good play in the pharmaceutical space? — No to NVO, Yes to LLY
• How should investors evaluate when to take profits & when to walk away from a stock? — take some off, did the story change when you bought it?
• What’s a good entry point into NVDA? — buy a little 25%, see what happen to the quarter.
• what’s the best way to evaluate a company after reporting disappointing earnings? — see balance sheet- if good hold, if not good cut at strength
• ENPH — not worth it. Go for FSLR, you do not want to borrow money situation
• when is a holding too big? — personal decision, if a portfolio swing because of one or two stocks the holding is too big
• extended hours trading — don’t do it
• energy — natural gas CTRA is for you

 

(3) [No Video Clip for non-Club Member] Jim Cramer highlights consistantly high-performing stocks (https://www.cnbc.com/video/2023/11/17/jim-cramer-highlights-consistantly-high-performing-stocks.html)

‘Mad Money’ host Jim Cramer highlights top performing stocks in different sectors.

14 Stocks that have beaten the SP 500 every year since 2019: Industrial gas (LIN), Software – Application (SNPS, CDNS) , Semiconductor equivalent and material (KLAC) Insurance broker (AJG, BRO), Building product’s and equipment (TT), specialty industrial machinery (ETN [charitable trust owns ETN), IR), Rental & leasing services (URI), Engineering & construction (PWR), Electronic components (APH), Aerospace & defense (AXON), Residential construction (DHI)

 

(4)  [No Video Clip for non-Club Member] Jim Cramer looks at the Chinese IPO market (https://www.cnbc.com/video/2023/11/17/jim-cramer-looks-at-the-chinese-ipo-market.html)

‘Mad Money’ host Jim Cramer talks Chinese IPOs and why he is suspicious of them.

Ticker: BABA, GDHG

 

(5) Cramer’s Lightning Round: ‘Staying away’ from 3M (https://www.cnbc.com/2023/11/17/cramers-lightning-round-staying-away-from-3m.html)

• 3M: “At this point, there’s so much bad news that it has been encapsulated in the stock. At the same time, they have litigation risk still. And I think anybody who has litigation risk, I’m staying away.”
• Daktronics: ”…I don’t think it’s such a bad idea, because it’s still way below where it used to be.”
• Arista Networks: “That is a terrific networking company. I used to think that you couldn’t have a good Arista and a good Cisco, but they are, they can be mutually exclusive…That stock goes higher.”
• Super Micro Computer: ”…I think you’re right, I think it does well.”
• Vulcan Materials: “I happen to be more of a fan of Martin Marietta Materials, which has a had a very similar run to Vulcan…Those are the two, either one works.”
• Vista Energy: “I’m going with the ‘hasta la vista, baby,’ frankly…It will not be back.”
• Skyworks Solutions: ”…Why not buy it now and not wait for cellphones to get strong? I like the gall.”

Ticker: MMM, DAKT, ANET, SMCI, VMC, VIST, SWKS

 

(6) After Gap’s Friday run, Cramer is more hopeful about the retail sector (https://www.cnbc.com/2023/11/17/after-gaps-friday-run-cramer-is-more-hopeful-about-the-retail-sector.html)

• After earnings beats from Gap and Target this week, CNBC’s Jim Cramer on Friday suggested retail stocks may be coming out a slump.
• “If Target and the Gap are truly leading the way, then we’ll have a legitimate bull market on our hands, not just a tech bull market with a couple of the usual suspects thrown in,” he said.

Ticker: GPS

 

Other Stocks Discussed (Calls with Audiences): Pioneer Natural (PXD) [put money in CTRA], Johnson & Johnson (JNJ) [lawyers are too optimistic, cannot own now], Boston Properties (BXP) [the single best office REIT, OK to buy], US steel (X), Cleveland cliffs CLF) [management is extraordinary good, I will buy right here]

 

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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