Mad Money: 2023年11月21日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年11月21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 broadly agrees with Bank of America’s bullish analysis, says next year could bring gains for the S&P 500 (https://www.cnbc.com/2023/11/21/cramer-agrees-with-bank-of-america-says-2024-gains-for-the-sp-500.html)

• CNBC’s Jim Cramer reacted to Bank of America’s bullish prediction for 2024, saying that for the most part, he’s similarly optimistic.
• Strategist Savita Subramanian wrote on Tuesday that the S&P could reach 5,000 by the end of next year, which would be an all-time high for the index.

Five reasons for P 500 at 5000 – according to BOFA’s Savita Subramanian – :

1. Too many skunks at the garden party
2. Goldilocks economy
3. Profits: EPS can accelerate if GDP slows
4. Election year: more gives, less takes
5. US advantages: De-globalization, oil, USD, baby boomers

 

(2) Executive Interview: HP CEO says AI capabilities will ‘double the growth of the PC category’ (https://www.cnbc.com/2023/11/21/hp-ceo-says-ai-will-double-the-growth-of-the-pc-category.html)

• HP Inc CEO Enrique Lores discussed how his company’s new computers with AI capabilities will help grow the PC market in an interview with CNBC’s Jim Cramer.
• “This will drive significant momentum in the category, some in ’24, more in ‘25, more in ’26,” Lores said.

Ticker: HPQ

 

(3) [No Video Clip for non-Club Member] The action in Tyson tells me negativity might be baked in, says Jim Cramer (https://www.cnbc.com/video/2023/11/21/the-action-in-tyson-tells-me-negativity-might-be-baked-in-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into the latest out of Tyson Foods including quarterly results, stock struggles and more.

Ticker: TSN

 

(4) [No Video Clip for non-Club Member] Executive Interview: Schneider National CEO Mark Rourke sits down with Jim Cramer

Schneider National President and CEO Mark Rourke joins ‘Mad Money’ host Jim Cramer to talk the use case for cleaner energy in trucking, the company’s end markets and partnerships and more.

Ticker: SNDR

 

(5) Cramer’s Lightning Round: Ford is a ‘wait and see situation’ (https://www.cnbc.com/2023/11/21/cramers-lightning-round-ford-is-a-wait-and-see-situation.html)

• BILL: “I think the service is overpriced versus what you can get from others. And I just think that therefore it’s not one that I would want to recommend. I don’t want you in the stock.”
• Ford: “I want to see the quarter, because as I said, it is a wait and see situation.′
• Grab: “The company’s losing to much money. We’re going to take a hard pass on Grab.”
• CleanSpark: “If you like Bitcoin, buy Bitcoin. That has always been my view, and for a while, I liked it. And, then, you know, I decided the money’s been made…”
• Academy Sports and Outdoors: “People just regard this as a gun stock. I mean, no matter what they do. But I’m going to agree with you that the stock is just too low. I can’t recommend selling a stock at six times earnings.”
• Intel: “Intel is doing incredibly well, so I’m not going to tell you to sell that one.”
• Ready Capital: ”…I can’t tell what’s really in it, so I am therefore going to say I cannot recommend the stock.”

Ticker: BILL, F, GRAB, CLSK, ASO, INTC, RC

 

(6) [No Video Clip for non-Club Member] I’m rooting for GM to get cruise back online, says Jim Cramer (https://www.cnbc.com/video/2023/11/21/im-rooting-for-gm-to-get-cruise-back-online-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at General Motors’ self-driving taxi service Cruise after San Francisco pulled the company’s permits.

Ticker: GM

 

Other Stocks Discussed (Calls with Audiences): next player in AI chips -ARM, who needs ENVD we already have ENVD, Uber (UBER) [buy buy buy], ARM (ARM) [too high, go even higher, you go a winner], Domino’s (DPZ) [it might take a couple of quarter], Darling Ingredients (DAR) [buy more], Elf Beauty (ELF) [buy buy buy]

 

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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