Mad Money: 2024年6月3日(月)の放送の要点

2024年6月3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 investors should accept market weakness and ‘just wait’ for rate cuts (https://www.cnbc.com/2024/06/03/investors-should-accept-weakness-wait-for-rate-cuts-jim-cramer.html)

• CNBC’s Jim Cramer on Monday told investors they should come to terms with some weakness in the market as they wait for the Federal Reserve to cut interest rates.
• “Your best bet is to accept the degradation and just wait,” he said. “There are now brown shoots everywhere and, frankly, I think it’s exactly what the bulls need, as long as Jay Powell sees the weakness and knows that it can still be corrected.”

Slowdown Signs — Are they telling the real story?: Dell, Oil, Retail (CST, WMT, BURL, TJX, GAP, BBY, DKS), Machinery (CAT, VMC), Transports (PCX, UNP, COFL, JBHT), Enterprise Software, Drug Stocks (AZN, JNJ, LLY)

“Bottom Line: These negatives have happened and they’ve been baked into stocks for months”

(2) [No Video Clip for non-Club members ]Jim Cramer looks back at May’s winners and losers (https://www.cnbc.com/video/2024/06/03/jim-cramer-looks-back-at-mays-winners-and-losers.html)

‘Mad Money’ host Jim Cramer looks at the best and worst S&P 500 performers for May.

Top S&P 500 Performers in May: First Solar (FSLR) [+54%], Deckers Outdoor (DECK) [+34%], Vistra (VST) [+31%], HP Inc (HPQ) [+30%], Moderna (MRNA) [+29%]

Top SP500 Losers in May: EPAM Systems (EPAM) [-24%], Paycom Software (PAYC) [-23%], dayforce (DAY) [-19%], Global Payments (GPN) [-17%], Expedia (EXPE) [-16%]

(3) Jim Cramer explains why Dell is a buy on the dip (https://www.cnbc.com/2024/06/03/dell-is-a-buy-on-the-dip-jim-cramer.html)

• CNBC’s Jim Cramer on Monday suggested investors buy Dell stock on the dip.
• “The main problem is that Dell failed to live up to irrationally high expectations, the expectations that fueled the stock’s stunning rally this year,” he said.

Ticker: DELL

(4) [No Video Clip for non-Club members ] Executive Interview: Yum! Brands CEO David Novak goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/06/03/yum-brands-ceo-david-novak-goes-one-on-one-with-jim-cramer.html)

Yum! Brands Co-Founder and CEO David Novak joins ‘Mad Money’ host Jim Cramer to talk his new book on leadership development.

Ticker: YUM

(5) Cramer’s Lighting Round: Amazon ‘has a lot of room to go higher’ (https://www.cnbc.com/2024/06/03/cramers-lighting-round-amazon-has-a-lot-of-room-to-go-higher.html)

• Amazon: “Amazon, to me, has a lot of room to go higher…They’ve got religion when it comes to dominating AWS.”
• Forward Air: ”…I am doing homework to figure out why the heck this stock is down 72%.”
• Ingersoll Rand: “Let’s just hold on…Do not touch IR.”
• Cracker Barrel: “I would not sell that stock.”
• Insmed: ”…I just think we missed it.”

Ticker: AMZN, FWRD, IR, CBRL, INSM

(6) [No Video Clip for non-Club members ]If GameStop is looking to reinvent it should consider issuing new stock, says Jim Cramer (https://www.cnbc.com/video/2024/06/03/if-gamestop-is-looking-to-reinvent-it-should-consider-issuing-new-stock-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at the recent resurgence of GameStop and what to make of the latest meme stock surge.

Ticker: GME

Other Stocks Discussed (calls with audience):Cava (CAVA) [wait until 15-30% decline], Carrier Global (CARR) [do not sell] , Tesla (TSLA), Samsara (IOT)

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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