Mad Money: 2023年6月16日(金)の放送の要点

2023年6月16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) Wait for a price break next week while the market’s overbought, Jim Cramer says (https://www.cnbc.com/2023/06/16/cramer-wait-for-a-price-break-next-week-while-the-markets-overbought.html)

• CNBC’s Jim Cramer encouraged investors to cool their heels while the market is so overbought, saying the chance to buy on weakness will come soon enough.
• “I think it’s gonna be worth your while to wait for a price break before you pull the trigger,” Cramer said.

(2) Executive Interview: Jim Cramer explains why Domino’s Pizza stock soared this week (https://www.cnbc.com/2023/06/16/jim-cramer-explains-why-dominos-pizza-stock-soared-this-week.html)

• CNBC’s Jim Cramer on Friday explained why Domino’s Pizza stock soared this week, going from $298 to $334, with a 6.5% gain on Thursday alone.
• Cramer thinks Domino’s performed so well in part due to bullish reports released this week from analysts at Piper Sandler and Stifel.

Ticker: DPZ

“Bottom Line: After these two terrific analyst notes, I’m feeling like DPZ could be bottoming.”

(3) [No Video Clip for non-Club Member] Am I Diversified? Jim Cramer grades viewer’s stock portfolios on diversification (https://www.cnbc.com/video/2023/06/16/jim-cramer-grades-viewers-portfolios-on-diversification.html)

‘Mad Money’ host Jim Cramer takes a look at viewer portfloio’s and grades their diversification.

• ABT, JPM, RTX, BHP, SYY — diversified, nice growth nice dividend
• GOOGL, NVDA, META, TELA, AMZN — way too tech heavy, add LLY rather than GOOGL, add JPM rather than META
• NEE, HD, MCD, MSFT, AB — perfect
• VICI, RIO, CRM, CCI, NEE — fine with portfolio, AEP than CCI
• SOFI, NVDA, WM, DUK, AAPL — two tech, not perfect but ok

(4) [No Video Clip for non-Club Member] Invest in medical device stocks as more people start getting elective procedures, says Jim Cramer (https://www.cnbc.com/video/2023/06/16/invest-in-medical-device-stocks-as-more-people-start-getting-elective-procedures-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer revisits the health care sector to see where there’s strength and buying opprotunities.

Ticker: UNH, HUM [owned by the charitable trust]

“Bottom Line: Humana’s come down too far and represents a terrific bargain … and now you have one more reason to get in the med device bull market.”

(5) Cramer’s Lightning Round: Dominion Energy is “a little too risky” (https://www.cnbc.com/2023/06/16/cramers-lightning-round-dominion-energy-is-a-little-too-risky.html)

• Dominion Energy: “I have to tell you, I do think that Dominion Energy with a 5% yield is a little too risky for me. I do not get into utilities to reach for yield. I prefer American Electric Power or I prefer Duke.”
• UiPath: “I actually like that, they make automation software, and the stock is making a pivot to being profitable from being unprofitable. Once they make that pivot, you know I’m on board.”
• Radnet: “Everything you just told me about it tells me that I got to look at it. I remember it as a money-losing company, and I’ve not paid enough attention to it. But that’s going to change starting on Tuesday.”
• Pioneer Natural Resources: “Ok, PXD is mostly oil, not natural gas. It’s one of the reasons why I like it very much for the [CNBC Charitable Trust]. It does have a nice yield, and it’s got the highest and best, lowest cost, the highest quality oil in the Permian.”

Ticker: D [5% yield is risky], PATH, RYN, RDNT, PXD

(6) The IPO market may be heating up, and that will put pressure on the Fed, Cramer says (https://www.cnbc.com/2023/06/16/the-ipo-market-may-put-pressure-on-the-fed-cramer-says.html)

• CNBC’s Jim Cramer on Friday said he feels the Federal Reserve needs to be transparent with its plans, especially because Cava’s successful IPO could signal that the market is heating up.
• He said that a prosperous IPO market could lead to an influx of money on Wall Street and a hiring frenzy, the last thing the Fed wants.

Ticker: CAVA

Other Stocks Discussed (calls with audience): Campbell Soup (CPB) [45 or 44 feel good , 18% down such a good opportunity to buy],Tractor Supply (TSCO) [I like TSCO, very good], Bank of America (BAC) [I don’t want to buy stock which is stay cheap, tough to own]

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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