Mad Money: 2023年6月5日(月)の放送の要点

2023年6月5日(月)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 it’s still a bull market, but trim a few tech stocks and profit while you can (https://www.cnbc.com/2023/06/05/jim-cramer-says-trim-a-few-tech-stocks-and-profit-while-you-can.html)

• Despite the success of CNBC’s Jim Cramer’s “Magnificent Seven,” he said on Monday that it might be wise to trim tech stock while it’s still profitable.
• Even though he believes it’s still a bull market, Cramer said he sees a weaker month ahead, so investors should cash in a little bit on winners like Apple, Meta, Tesla, Nvidia, Alphabet, Amazon and Nvidia.

“Cramer: William’s cycle forecast suggets we’re headed for weakness in Mid-June.”

“Bottom Line: You have to take some profits while you have them … This isn’t the time to double down, it’s time to ring the register.”

(2) The market may be primed for the Dow to lead with the debt ceiling resolved, Jim Cramer says (https://www.cnbc.com/2023/06/05/cramer-after-the-debt-ceiling-deal-dow-may-be-ready-to-lead-market.html)

• CNBC’s Jim Cramer explained that last week’s debt ceiling resolution may have paved the way for the Dow to lead the market again.
• Cramer on Monday pointed to several Dow stocks to watch as investors prepare to enter this new phase of the market.

Recapping Friday’s top five DOW performers: MMM [8.75%], CAT [+8.4%], DOW [+5.33%], NKE [4.0%], AXP [3.59%]

(3) [No Video Clip for non-Club Member] Five Below is on offense while other dollar stores are on defense, says Jim Cramer (https://www.cnbc.com/video/2023/06/05/five-below-is-on-offense-while-other-dollar-stores-are-on-defense-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer reviews Five Below’s quarter and what’s to like for investors.

Ticker: DG, FIVE

“Bottom Line: Five Below is in a better position than its peers & I think it has more room to run.”

(4) [No Video Clip for non-Club Member] Executive Interview: Trade Desk CEO Jeff Green goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/06/05/trade-desk-ceo-jeff-green-goes-one-on-one-with-jim-cramer.html)

The Trade Desk Founder, Chairman and CEO Jeff Green sits down with ‘Mad Money’ host Jim Cramer to discuss A.I., digital advertising, and more.

Ticker: TTD

(5) Cramer’s Lightning Round: Hilton is a keeper (https://www.cnbc.com/2023/06/05/cramers-lightning-round-hilton-is-a-keeper.html)

• Snowflake: “I have to tell you, I am concerned about Snowflake, because Frank Slootman told me very directly at our CNBC CEO investing council when I interviewed him, that he was not happy with his own quarter. Now that the stock has come all the way back up, I think you have to take a little profits…”
• Scotts Miracle-Gro: “I got to tell you, as a gardener, I myself am concerned on the week-to-week nature of gardening this year, and I just can’t get excited about the season. I’m excited about my garden, obviously, but I just think it’s just way too hit or miss, I’m going to have to say no to Scotts.”
• Azul: “I can’t believe how well that stock’s done, it’s probably the best airline in the world. Well done, well played.”
• Palantir: “I think Palantir had one of the best quarters. I had disliked the company for a very long time. Stock has been climbing up ever since that quarter, deservedly so since they got a lot of good government business.”
• Allison Transmission: “Very straightforward company, I know the company, it does very well. That area of the, let’s say the original equipment makers for trucks is really strong…I like Caterpillar, that’s the way to play it.”
• Hilton: “I think they’re very well-run. I think Marriott and Hilton are both well-run, I think that’s gets a good stock. international travel holds up. I think you got a keeper.”
• Essential Utilities: “It’s a really solid company. It’s come down a great deal. I’ve never seen it yield this close to 3%. I want to buy that stock, and I want to buy it aggressively.”
• Samsara: “It’s a really great stock. I wish I caught it earlier. I hope it pulls back, I think it’s worth talking about.”

Ticker: SNOW [take a profit here], TSM [very good company], SMG [way to hit and miss, and no], AZUL [best airline in the world], PLTR [], ALSN [red hot market, I like CAT], HAL [very well run, good run, keeper], WTRG [solid company, I will buy, buy buy buy], IOT [great stock, I wish I caught it earlier], RIVN [losing too much money, sell sell sell], INTC [selling a big slug of mobile that will help short their balance sheet]

(6) [No Video Clip for non-Club Member] Fed Chair Powell has more than made up for his earlier reluctance to tighten, says Jim Cramer (https://www.cnbc.com/video/2023/06/05/fed-chair-powell-has-more-than-made-up-for-his-earlier-reluctance-to-tighten-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer gives his take on the Federal Reserve, Jerome Powell and how the U.S. economy can pull off a soft landing.

Other Stocks Discussed (calls with audience): DXCM [I am a buyer, close to at 100 point], XOM [I don’t want you to get back in, not see upside, do not touch oil it will go lower], BA [need to be patient, but long term demand for travel is strong], SHOP [Amazon for small guys], SFM [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

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