Mad Money: 2023年7月31日(月)の放送の要点

2023年7月31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 don’t get too caught up in top-down analysis (https://www.cnbc.com/2023/07/31/cramer-says-dont-get-too-caught-up-in-top-down-analysis-.html)

• CNBC’s Jim Cramer told investors on Monday not to solely rely on top-down market analysis, instead opining the virtues of micro-analysis of specific companies.
• “After all these years, I’ve come to know one immutable truth: There’s no monopoly on stock market knowledge,” he said.

Ticker: PG, GOOGL, TOL, PHM, LIN, BA,

(2) [No Video Clip for non-Club Members] Executive Interview: Linde PLC CEO Sanjiv Lamba goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/07/31/linde-plc-ceo-sanjiv-lamba-goes-one-on-one-with-jim-cramer.html)

Linde PLC CEO Sanjiv Lamba sits down with ‘Mad Money’ host Jim Cramer to talk the company’s end markets, technologies used for clean energy and reinvestments.

Ticker: LIN

(3) [No Video Clip for non-Club Members] Chart Week: OptionsPlay’s Jessica Inskip and Jim Cramer read the charts for signs of another breakout (https://www.cnbc.com/video/2023/07/31/optionsplays-jessica-inskip-and-jim-cramer-read-the-charts-for-signs-of-another-breakout.html)

OptionsPlay’s Jessica Inskip joins ‘Mad Money’ host Jim Cramer to give her read on the technicals in the market.

(4) Executive Interview: CNH Industrial CEO Scott Wine sits down with Jim Cramer (https://www.cnbc.com/video/2023/07/31/cnh-industrial-ceo-scott-wine-sits-down-with-jim-cramer.html)

CNH Industrial CEO Scott Wine sits down with ‘Mad Money’ host Jim Cramer to talk the company’s inventory, tractor production and Ukraine.
MON, JUL 31

Ticker: CNHI

(5) Cramer’s Lightning Round: Pass on Spirit Airlines (https://www.cnbc.com/2023/07/31/cramers-lightning-round-pass-on-spirit-airlines.html)

• Spirit Airlines: “I am concerned about Spirit because that market has become very competitive. They were hoping to do a little bit more consolidation, the government’s not going to let them, so I’m going to say we should take a pass on Spirit, there’s better, other places to go, and I like Delta.”
• Chargepoint: “Ok, they are losing money. I am not going to recommend stocks on the show that are losing money. I will tell you, just as a little background, there’s a big short position, and all the big shorts that I follow, companies that are heavily shorted, are all working. So it wouldn’t shock me if it just shot up meme-wise, but I can’t recommend it on a fundamental basis.”
• IONQ: “Because it’s quantum computing, and people are desperate to find something that does quantum, I kid you not… No, I can’t recommend it, it’s losing money, but I get what’s happening.”
• Barrick Gold: “Barrick Gold has been a disappointment…I have to stand by the fact that Mark Bristow’s very good, but there’s no two ways about it. It’s been disappointing, and I think that there may be other ways to play gold…”
• Marvell: ”….the quarter was good, mostly because they had this tremendous AI business that goes in conjunction with what Nvidia’s doing…I did feel that, perhaps, you’ve got to wait for a pullback before you pull the trigger.”
• Cleveland-Cliffs: “Well, I’ve got to differ… I think they’re doing better than people realize, but they know that Nucor is my favorite. Nucor is the way if you want to be in a steel company, Nucor is the one you want.”
• Coursera: “I don’t know it…I’m not going to opine on something I do not know.”

Ticker: SAVE [take a pass], CHPT [losing money], IONQ [can’t recommend], BHVN, GOLD [disappointing], MRVL [wait for a pullback], CLF [get NUE], COUR [don’t know it], DAVA

(6) Cramer sours on Johnson & Johnson as lawsuits pile up (https://www.cnbc.com/2023/07/31/cramer-sours-on-johnson-johnson-as-lawsuits-pile-up.html)

• As Johnson & Johnson’s lawsuits continue to pile up, CNBC’s Jim Cramer on Monday explained his decision to cut the company from the Investing Club Charitable Trust.
• “I simply can’t have a position that’s precarious because of litigation, not because of the fundamentals,” Cramer said.

Ticker: JNJ [Charitable Trust sold its position in JNJ]

Other Stocks Discussed (Call with Listeners): American Airlines (AAL) [hold on], Nice Systems (NICE) [game on],  Roku (ROKU) [stock is up so much .. it’s going to have to do without me at this point]

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

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