2021年6月29日 10:27 PM #9935暮眞★潤 (Jun Kurema)キーマスター
2021年6月29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) [No Video Clip] Stock Market Menu： Merck, dividend aristocrats, wood stocks, IPOs, SPACs, Cryptos, tocks in Flux, Facebook, Paycheck, Shopify, NVIDIA
(2) Executive Interview: Shopify president says small business will lead the pandemic recovery in cities (https://www.cnbc.com/2021/06/29/shopify-president-says-small-business-will-lead-the-pandemic-recovery-in-cities.html)
- “What we are seeing is that entrepreneurship is now part of the global recovery story,” Shopify President Harley Finkelstein said in a “Mad Money” interview with Jim Cramer.
- “Small business is going to lead the charge in bringing our cities and communities back to where we were pre-pandemic,” Finkelstein added.
(3) [No Video Clip] Off-the-Chart: Seasonal Patterns
Bottom Line: “For a reliable, short-term trade, buy the S&P at the Open on Thursday (July 1), and sell on Friday (July 2).”
Bottom Line: “The Chartist points out that thee a hardly any volume behind MSFT’s recent run. But the Chartist recommends steering clear o big tech right now.”
(4) Executive Interview: CEO of payroll provider Paychex sees hiring rates picking up in September (https://www.cnbc.com/2021/06/29/ceo-of-payroll-provider-paychex-sees-hiring-rates-rising-in-september.html)
- Paychex CEO Marty Mucci said multiple challenges are weighing on the job market and he expects many more people will be seeking jobs later this year.
- “I think we kind of see this all coming together around the September time frame, and I think that will really open up the market to allow people to be able to hire a little bit easier,” he said in a “Mad Money” interview.
- “What we’re hearing from our clients is really it’s a combination of many things that [are] making it tough to hire,” he said.
(5) Cramer’s lightning round: Buy the stock of Clorox (https://www.cnbc.com/2021/06/29/cramers-lightning-round-buy-the-stock-of-clorox.html)
- Reinvent Technology Partners: “It’s a SPAC and this is the hippo, which people like for insurance, and I’m not going to fight it because it’s under $10.”
- Baidu: “Baidu is my second favorite after Alibaba. I mean, for people who don’t like Alibaba Baidu is making a real comeback here. Those are the only two that I’ve really been talking about, other than JD. I don’t like a lot of the Chinese stocks. Didi is pricing tonight. That is one I do like. That’s the Uber of China.”
- DigitalOcean Holdings: “Just go with Adobe.”
- Clorox: “I am betting right now that Linda Rendle is going to make you money if you buy the stock of Clorox under $180. I want to bank with her, right here. I think it makes sense, 2.5% yield, good company. Buy the stock of Clorox.”
- 23andme: “That’s Anne Wojcicki. She’s bankable … this is a really good company.”
Ticker: RTPZ, BIDU, BABA, JD, DIDI, DOCN, CLX, ME
(6) [No Video Clip] Facebook vs The FTC — Takeaway: Government is not a reason to sell stock.
Other Stocks Discussed (calls with audiences): Macy’s (M) [cheap enough to own], Coupang (CPNG) [buy BABA], ContextLogic (WISH), nCino (NCNO) [stick with it]
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