Mad Money: 2021年6月23日(水)の放送の要点

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      暮眞★潤 (Jun Kurema)
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      2021年6月23日(水)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) The Fed doesn’t need to worry about the hot housing market right now, Jim Cramer says (https://www.cnbc.com/2021/06/23/jim-cramer-fed-rate-hike-wont-fix-supply-issues-in-housing-market.html)

      • “I don’t want to repeat the mistakes that led to the financial crisis,” the “Mad Money” host said.
      • “Unlike the lead-up to the great recession, homebuyers are actually solvent right now with excellent credit and strong stock portfolios,” Cramer added.
      • Cramer also said the real estate market has turned into a secular growth story amid low borrowing rates, sparse inventory and pent-up demand from millennial buyers.

       

      (2) [No Vide Clip]  Homework — Ticker: APP

       

      (3) [No Video Clip] Off-the-Chart — Ticker: SNAP [buy here right now ($65 –> upside potential of $80], CSX

      Bottom Line: “The chartist spotted an inverse head and shoulders patter, a reliable bullish formation “, “The charts sugget that SNAPP has more room to run and CSX have more downside.”

       

      (4) Executive Interview: Box CEO says KKR investment created opportunity for all shareholders (https://www.cnbc.com/2021/06/23/box-ceo-says-kkr-stake-benefits-both-short-and-long-term-investors.html)

      • Box CEO Aaron Levie argued the tie-up with KKR, which gave the firm a seat on the cloud services provider’s board, opened an opportunity for shareholders who have either a short- or long-term view on the stock.
      • He added that KKR would play a role in helping to boost Box’s bottom line, execute acquisitions, launch new products and expand on the international stage.

      Ticker: BOX

       

      (5) Cramer’s lightning round: First Solar stock is going to move up (https://www.cnbc.com/2021/06/23/cramer-lightning-round-first-solar-stock-is-going-to-move-up.html)

      • First Solar: “I think you’re in great shape. I think that stock’s going to move up.”
      • Gan Ltd: “Let’s take that idea off the table. We’ll keep it in our heads, but we’ll take it off the table. There are so many of these gambling companies right now, I don’t want to be in them. There are just too many of them.”
      • Everi Holdings: “I think you’ve got to take a little off the table. I think you’d be in good shape. That’s a nice gain. Take your cost basis out and then live to play again.”
      • Stem Inc: “We like Stem. We like what they are doing with the environment. We like what they are doing with energy. I didn’t expect it to take off as well as it did, but the market has suddenly fallen in love with this kind of stock again and I think you’re in good shape.”
      • PPG: “At this very moment, it is not going to do as well as the higher growth stocks. It just won’t.”

      Ticker: FSLR, GAN, EVRI, STEM, PPG

       

      (6) [No Video Clip] Beverage industry — Ticker: STZ

       

      Other Stocks Discussed (calls with audiences): IBM (IBM) [stick with them, buy more], Zynga (ZNGA)

       

      参考: この日の放送に関するその他のサイトへのリンク

      Disclaimer

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