Mad Money: 2023年7月6日(木)の放送の要点

2023年7月6日(木)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) Jim Cramer says don’t get distracted by ‘nonsense’ and watch the June jobs report (https://www.cnbc.com/2023/07/06/cramer-dont-get-distracted-by-nonsense-watch-the-june-jobs-report.html)

• CNBC’s Jim Cramer told investors on Thursday to focus on Friday’s June labor report and not get distracted by events like Treasury Secretary Janet Yellen’s visit to China and the OPEC meeting.
• “There are lots of things that might be important in another context, but they’re meaningless to to you when it comes to the stock market,” Cramer said.

“What difference does it make? — Cramer’s list of market nonsensicals —

• Treasury secretary Yellen’s trip to China
• OPEC’s importance
• FED minutes
•  Higher mortgage rates will kill housing
• Buying stocks ahead of earnings”

“Bottom Line: There is a lot more stupid nonsense out there than you might think.”

(2) [No Video Clip for non-Club Member] If you are holding Nike long term it’s a mistake to give up on it now, says Jim Cramer (https://www.cnbc.com/video/2023/07/06/if-you-are-holding-nike-long-term-its-a-mistake-to-give-up-on-it-now-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer revisits Nike after earnings to look at what went wrong and what the source of the apparel retailer’s problems might be.

Ticker: NKE

“Bottom Line: NIKE’s growth has slowed dramatically – I’m still a believer long-term but it’ll take a lot of patience.”

(3) [No Video Clip for non-Club Member] Travel boom might still have legs but stick with best-in-class names like Delta, says Jim Cramer (https://www.cnbc.com/video/2023/07/06/travel-boom-might-still-have-legs-but-stick-with-best-in-class-names-like-delta-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at travel trends, airline stocks, and Delta’s investor day.

Ticker: JETS, DAL, UAL

“Bottom Line: I’m coming around to the idea that the travel boom might still have legs .. stick with the best-in-class in the space – & I think that’s Delta.”

(4) Executive Interview: Levi’s CEO calls Asia a ‘bright spot’ this quarter and is optimistic about business in China (https://www.cnbc.com/2023/07/06/levis-ceo-is-optimistic-about-business-in-china.html)

• Levi’s CEO Chip Bergh told CNBC’s Jim Cramer that despite a mixed earnings report, he is optimistic about the retailer’s future in Asia, especially in China.
• Levi’s reported on Thursday after the market’s close, narrowly beating Wall Street’s estimates, but slashing its profit outlook for the rest of the year seeing a major drop in its U.S. wholesale market.

Ticker: LEVI

(5) Cramer’s Lightning Round: Ferrari is a ‘true juggernaut’ (https://www.cnbc.com/2023/07/06/cramers-lightning-round-ferrari-is-a-true-juggernaut.html)

• Origin Materials: “It doesn’t make any money. As soon as it starts making money, we can start looking at these companies that are good for the environment. I like money and the environment.”
• Orange: “See, I’m worried about Orange. I see that 7% yield and I say to myself, wow, that’s up there with the Verizon’s, which I’m always worried about. However, I like your idea longer term. I think it’s very good because they are one of the only games in town.”
• Ferrari: “It is a true juggernaut… I mean, it’s defied me, because I always felt that on basis of price to earnings it was too high. But they know what they’re doing, they’re in charge, the stock’s been great since it became public, and it’s winning over converts like me.”
• Walt Disney: “Ok, I think this quarter’s going to be a very tough quarter. And the movies weren’t that good. I think the next quarter is going to be very tough too. I think it’s going to take a year. Why, therefore, do I own it for my charitable trust? You could say, ‘well, because you’re a complete idiot and moron.’ And I accept that sometimes… But Bob Igar will fix the problems, But the fact is, right now, it’s not good.”
• Marathon Digital: “Well, I’ll tell you, here’s how I feel, and I know people don’t want to hear this, but I want an ETF for bitcoin or I want to own bitcoin. I don’t want to own just companies that like own a lot of cryptocurrencies, because they can’t find out what they own. Not knocking them, just saying they can’t find out enough.”
• Kraft Heinz: “They have some of the worst brands I’ve ever seen. They are the bad brand company. I look at what they have to sell, and I say to myself: ‘Is this what America produces?’ Sorry to be so blunt.”

Ticker: ORGN, RIVN, ORAN, RACE, DIS, MARA, KHC

(6) [No Video Clip for non-Club Member]  In the near term the markets could be headed lower, says Jim Cramer (https://www.cnbc.com/video/2023/07/06/in-the-near-term-the-markets-could-be-headed-lower-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks his investing strategy for the charitable trust.

Other Stocks Discussed (Call with Listeners): Celsius Holdings (CELH) [you can still buy but it is a toller coaster], Uber (UBER) [stick with it], Ford (F) [stick with Ford]

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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