Mad Money: 2023年6月9日(金)の放送の要点

2023年6月9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 says don’t be complacent ahead of Fed meeting: ‘I do not trust a benign market like this one’ (https://www.cnbc.com/2023/06/09/jim-cramer-says-dont-be-complacent-ahead-of-fed-meeting.html)

• CNBC’s Jim Cramer told investors on Friday to be wary of the week ahead, even though the market’s been fairly calm and its rumored the Federal Reserve’s Wednesday meeting won’t conclude with steep hikes.
• “No surprise to regular viewers, I do not trust a benign market like this one,” Cramer said.

(2) [No Video Clip] Making a case for Paramount

Ticker: PARA

“Bottom Line: Para’s been obliterated, but I think it could begin to look inexpensive.”

(3) [No Video Clip] Off-the-Chart: S&P 500 (SPX) vs VIX

“Bottom Line: The Charts suggest the S&P got a great short-term setup … But he sees the rise of ODTE options as huge unexploded landmine.”

(4) Executive Interview: Oshkosh Corp. CEO says A.I. has potential for completely unmanned garbage trucks (https://www.cnbc.com/2023/06/09/oshkosh-corp-ceo-says-ai-has-potential-for-unmanned-garbage-trucks.html)

• CEO of industrial manufacturer Oshkosh Corp. John Pfeifer told Jim Cramer that AI is already making the company’s vehicles more efficient, and it has the potential to make garbage trucks completely unmanned.
• The company is fresh off an $800 million deal with JBT’s AeroTech Unit, a big name in the aerospace game.

Ticker: OSK

(5) Cramer’s Lightning Round: Sell Immunogen and take the gain (https://www.cnbc.com/2023/06/09/cramers-lightning-round-sell-immunogen-and-take-the-gain.html)

• Immunogen: “Yeah, it had a good read out at the ASCO conference, we’ve been waiting for that cancer drug to pay off, and it actually did. Congratulations to them, but you know what? It is time to [sell! sell! sell!] and take the gain.
• Ameriprise: “I have always liked the stock of Ameriprise, and you know what? I have them featured, and there’s a particular reason, it’s not a good one. I’ve always felt that it’s a good solid but not exciting stock, and my viewers wouldn’t like it. That’s wrong, what matters is making money. It’s making you money.”
• inTest: “That thing is so hot. Its sizzling. I can’t go there, 52-week high. I would rather take profits than buy here.”
• Southern Co.: “Once they had finished that plan, I decided, you know what? It’s ok. I think you’re in good shape.”

Ticker: IMGN [sell sell sell], AMP [it’s a good solid but not exciting stock], INTT [rather take profit than buy here], SO [its’ ok]

(6) [No Video Clip]  Time to trim? 

“Cramer: This is not the time to trade up. It is time to trade out some stock. Then wait for lower prices.”

Other Stocks Discussed (calls with audience): Yeti （YETI) [We need a catalyst we do not have it yet], Foot Locker (FL) [charitable trust owns FL, made a mistake], Wendy’s (WEN) [good upgrade today, buy buy buy], American Eagle (AEO) [I have to say No on AEO]

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

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