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This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on May 6, 2025, with links to CNBC articles, videos, and English transcripts. Rerun of June 17, 2024.
2025年5月6日放送の 「Mad Money with Jim Cramer」 で取り上げられた主な話題・銘柄を、CNBCの記事・動画・英文トランスクリプトへのリンクとともに一覧化しています。2024年6月17日の再放送です。
(1) [Rerun/再放送] Jim Cramer’s guide to investing: Don’t fret over news already baked into a stock (https://www.cnbc.com/2024/06/17/cramers-investing-guide-dont-fret-about-news-baked-into-a-stock-.html)
- CNBC’s Jim Cramer said investors should focus on market anomalies instead of worrying about information that’s already baked into stocks.
- “If you want to be a better investor, don’t tear your hair out fretting about the same things as everyone else,” he said.
- Cramer mentioned the efficient markets hypothesis, saying it provides a rough, but helpful, guideline for investing.
“Efficient Markets Hypothesis: The theory that at any given moment, stock prices already reflect all the relevant information that’s out there.”
“Kinda-sorta Efficient markets Corollary: When there is a widely held consensus view about something, you have to assume that view is already being discounted by the market.”
“Bottom Line: If you want to be a better investor, don’t be swayed by market chatter.”
(2) [Rerun/再放送] Jim Cramer’s guide to investing: You don’t need to be perfect (https://www.cnbc.com/2024/06/17/jim-cramers-guide-to-investing-you-dont-need-to-be-perfect.html)
- CNBC’s Jim Cramer said investors shouldn’t make themselves crazy aiming for perfection.
- “You don’t need to be perfect at managing your money, you just need to be good enough, and that means you shouldn’t waste your time trying to anticipate every little gyration in the market,” he said.
“Bottom Line: Don’t waste your time anticipating every move in the market … just relax.”
(3) [Rerun/再放送] Jim Cramer’s guide to investing: Sometimes market moves are just ‘noise’ (https://www.cnbc.com/2024/06/17/cramers-guide-to-investing-sometimes-market-moves-are-just-noise.html)
- CNBC’s Jim Cramer warned investors about taking every individual stock move to heart, saying sudden moves can be arbitrary.
- “When you’re evaluating a stock, take your cue from the fundamentals of the underlying company. Don’t put too much significance on day-to-day gyrations in the share price,” he said. “Sometimes you can extrapolate a great deal from a big move in an individual stock, but more often it’s telling you something you already know or it’s just noise that means nothing.”
“Bottom Line: When you’re evaluating a stock, take your cue from the company’s fundamentals.”
(4) [Rerun/再放送] Jim Cramer’s guide to investing: Be wary of the IPO cycle (https://www.cnbc.com/2024/06/17/jim-cramers-guide-to-investing-be-wary-of-the-ipo-cycle.html)
- CNBC’s Jim Cramer said to be cautious when the market is flooded with initial public offerings because the influx of new stocks will inevitably drag the market down.
- Cramer looked back at the boom and bust of the IPO market a few years ago.
Ticker: ZM, QS
“Bottom Line: You need to be extra careful when we get a whole wave of new issues.”
(5) [Rerun/再放送] Jim Cramer’s guide to investing: Scrutinize your wins (https://www.cnbc.com/2024/06/17/jim-cramers-guide-to-investing-scrutinize-your-wins.html)
- To CNBC’s Jim Cramer, investors should understand why one of their stocks might have seen gains.
- “It’s very helpful to understand why a stock you like is going up or down,” he said. “When you have a win, don’t lazily assume that you simply got it right — think about what it means if you were merely in the right place at the right time and please proceed with caution.”
“Bottom Line: It’s helpful; to understand why a stock you like is going up or down.”
(6) [Rerun/再放送] CNBC’s Investing Club on how to manage your portfolio so you stay diversified (https://www.cnbc.com/video/2024/06/17/cnbcs-investing-club-on-how-to-manage-your-portfolio-so-you-stay-diversified.html)
CNBC’s Jim Cramer and Jeff Marks, director of portfolio analysis for the CNBC Investing Club, discuss the different ways investors can make sure their portfolios are diversified enough.
- What process can we employ that will lead to identifying the best companies within a industry? –> try to find who has the highest margin. See who is growing fastest. Read transcripts of conference call and see who is partnering with whom.
- You’ve stressed the importance of being diversified and also doing your homework. Is there a point where one individual can have too many different stocks to accomplish the task of being able to keep up with the homework while staying diversified? –> try to keep it up to 10. 5 to 10. pick the best one you like.
- I’m considering either a S&P 500 index fund or a Total Stock Market Index fund for purchase. Both seem to have very similar expense ratios and historical returns. What is the primary difference between the two ad which oner do you feel is better? –> Total Stock Market Index fund might be better because it is more diversified and may get young company’s stock. But over the long term period not much different.
- What are your stage in “cutting bait”? –> We are diligently let the good stocks run and cut the stocks that are not.
Other Topics Discussed (calls with audience) [Rerun/再放送]:
- How should investors know when to take profits & reinvest elsewhere? –> when fundamental changes to the company since I bought the stock, that’s when I want to sell
- How should investors maintain a balanced retirement portfolio? –> I would put 2/3 to S&P index fund, and 1/3 to a portfolio of stock, say 6 to 10 stocks
- When do I start trim? How much should I trim? When can I get back in? –> We like the start trimming at 20% up. We’ll trim between 5 to 10%. Another 20%, same thing. If we really want to be able to be in shape to buy some back, we must do that. Otherwise, we let it run after we got our cash how.
- How should investors evaluate stocks to determine if they have more growth potential? Is Nvidia an example of that? –> NVidia is a really great example. When you look at Nvidia on forward earnings on estimates, it always looks expensive, and then it so far trumps estimate that when you look backward, it turns out the stock was selling at a low earnings multiple. that’s been literary
Ref: Links related to this episode /参考: この日の放送に関するその他のサイトへのリンク:
- Podcast at Spotify (Sound /音声）
- InternetArchive（Video & Texts per minute /1分毎のビデオ＆テキスト）
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