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2024年7月6日 12:00 AM #18359
Jun Kurema (暮眞★潤)
キーマスター2024年2024年6月25日(火)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 investors should stick with Nvidia post decline (https://www.cnbc.com/2024/
06/25/jim-cramer-says- investors-should-stick-with- nvidia-post-decline.html) - CNBC’s Jim Cramer on Tuesday opined about his long-standing faith in Nvidia stock, even as the company shed significant market cap this week.
- “I’m not going into the deep end to please those who want a market with better breadth and greater participation,” he said. “I’m simply going to stick with the stocks of the best companies in the market.”
Ticker: POOL, NVDA(2) [No Video Clip for non-Club members] Retailers offering the best bargains are thriving, including Ollie’s, says Jim Cramer (https://www.cnbc.com/video/2024/06/25/retailers-offering-the-best-bargains-are-thriving-including-ollies-says-jim-cramer.html)‘Mad Money’ host Jim Cramer takes a closer look at bargain retailer Ollie’s and what the store has to offer investors.Ticker: OLLI(3) Jim Cramer’s top picks for pet-centric stocks (https://www.cnbc.com/2024/06/25/jim-cramers-top-picks-for- pet-centric-stocks.html) - As some of the market’s hottest stocks take a pause, CNBC’s Jim Cramer on Tuesday told investors it may be wise to get into some “slowdown stocks,” like companies with products related to pets.
- He pinpointed three stocks: Online retailer Chewy, animal health care company Elanco and J.M. Smucker.
Ticker: CWHY, ELAN, SJM(4)[No Video Clip for non-Club members] Okta CEO Todd McKinnon goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/06/25/okta-ceo-todd- mckinnon-goes-one-on-one-with- jim-cramer.html) Okta Co-Founder, Chair and CEO Todd McKinnon joins ‘Mad Money’ host Jim Cramer to talk the state of cybersecurity and the EU taking on Microsoft over Teams.Ticker: OKTA(5) Cramer’s Lightning Round: Hartford Financial Services Group ‘can go even higher’ (https://www.cnbc.com/2024/06/25/cramers-lightning-round- hartford-financial-services- group-can-go-even-higher.html) - Hartford Financial Services Group: “I tend to not like the insurers, just because there are so many different variables. I do like Chubb. But this fellow, Chris Swift, who’s come in and fixed Hartford, he deserves the premium that the stock is getting, and it can go even higher.”
- Super Micro Computer: ”…It’s just too hard. Why not just own Nvidia?”
Ticker: HIG, SMCI(6) [No Video Clip for non-Club members] Jim Cramer gets to the bottom of what is leading the lag in Chinese stocks (https://www.cnbc.com/video/2024/06/25/jim-cramer-gets-to-the-bottom-of-what-is-leading-the-lag-in-chinese-stocks.html)‘Mad Money’ host Jim Cramer looks back at Chinese IPOs and the lag in Chinese stocks to get to the bottom of what is causing the downturn.Other Stocks Discussed (calls with audience): Wynn Resorts (WYNN) [way to cheap], PepsiCo (PEP) [KO is better buy], Costco (COST) [you have to buy]参考: この日の放送に関するその他のサイトへのリンク
- Podcast at Spotify (音声)
- Internet Archive(1分毎のビデオ&テキスト)
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