Mad Money: 2022年6月17日(金)の放送の要点

[暮眞★潤 (Jun Kurema)]

2022年6月17日(金)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’s week ahead: ‘Sell stocks into any rally’ as the Fed curbs any market bounce (https://www.cnbc.com/2022/06/17/cramers-week-ahead-sell-stocks-into-any-rally.html)

• CNBC’s Jim Cramer on Friday warned investors that any upcoming market rallies will be temporary as the Federal Reserve turns up the heat in its fight against inflation.
• “Until we see a pattern of higher unemployment, lower consumer spending and lower oil prices, just presume that you need to sell stocks into any rally,” the “Mad Money” host said.

 

(2) Executive Interview: Entergy CEO on filling energy gap left by Russia-Ukraine war, cost pressures on electricity bills (https://www.cnbc.com/video/2022/06/17/entergy-ceo-on-filling-energy-gap-left-by-russia-ukraine-war-cost-pressures-on-electricity-bills.html)

CNBC’s Jim Cramer spoke with Entergy CEO Leo Denault on Friday’s episode of “Mad Money.”

Ticker: ETER

 

(3) [No Video Clip] Am I diversified? Jim Cramer makes the call (https://www.cnbc.com/video/2022/06/17/am-i-diversified-jim-cramer-makes-the-call.html)

The “Mad Money” host analyzed callers’ top stock holdings and explained whether he believes they’re diversified enough on Friday’s episode of the show.

• Chevron Corporation (CVX), Raytheon Technologies (RTX), Schlumberger (SLB), Pfizer Inc. (PFE), Ford (F) –>  cannot have two oils (CVX and SLB) –>replace SLB with HUM
• Whirlpool (WHR), Marathon Petroleum (MOC), Devon Energy (DVN), Ares Capital Corporation (ARCC), IBM (IBM) –> swap ARCC to WFC, also swap MOC to HUM,
• Consolidated Edison (ED), Duke Energy (DUK), Kinder Morgan (KMI), Pfizer (PFE), Metlife (MET) –> remove DUK or ED and add RTX
• Microsoft (MSFT), Exelon (EXC), Qualcomm (QCOM), Johnson Controls (JCI), Eaton (ETN) –> since there are two industrials, trade out JCI and add JNJ; cannot have both of MSFT and QCOM [Cramer’s charitable trust owns both, though] remove one and add energy (Exxon)

 

(4) Executive Interveiw: Qualcomm CEO discusses the impact of Covid lockdowns in China on business (https://www.cnbc.com/video/2022/06/17/qualcomm-ceo-discusses-the-impact-of-covid-lockdowns-in-china-on-business.html)

CNBC’s Jim Cramer spoke with Qualcomm CEO Cristiano Amon on Friday’s episode of “Mad Money.”

Ticker: QCOM [held by charitable trust]

 

(5) Cramer’s lightning round: Rapid7 is not a buy (https://www.cnbc.com/2022/06/17/cramers-lightning-round-rapid7-is-not-a-buy.html)

• Abbvie Inc: “I think the answer is that Abbvie, which we own big for our Charitable Trust, goes higher.”
• NVIDIA Corp: “You have to buy it gingerly. Why? Because the sellers just come out of the woodwork every time the stock goes up. But I’m with [CEO] Jensen Huang. … I’m going to say, buy.”
• Aegon NV: “I like Chubb more. These companies do very well at this particular moment in the cycle. I think you’re in a good one.”
• American Airlines Group Inc: “Typically, I don’t recommend airlines, but at $12, that factors in nothing but depression and I do not think we are going to get depression. So, I’m going to say okay to that.”
• Rapid7 Inc: “It doesn’t make money. … I’m not going for it.”
• Coterra Energy Inc: “It is terrific. It’s down huge. Buy Coterra. … It’s an inexpensive stock with a giant dividend.”

Ticker: ABBV, NVDA [buy], AEG, AAL, RPD, CTRA

 

(6) [No Video Clip] Jim Cramer lays out two possible scenarios that could be incredibly bullish for the market (https://www.cnbc.com/video/2022/06/17/jim-cramer-lays-out-two-possible-scenarios-that-could-be-incredibly-bullish-for-the-market.html)

The “Mad Money” host explained two possible scenarios that could help the market recover in Friday’s episode of the show.

 

Other Stock Discussed (call with audiences): Kohl’s (KSS) [I am reluctant to own  KSS], Align Technology (ALGN), Intel (INTC) [the group is so ugly]

 

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）
• The Street – Mad Money Recap

Disclaimer

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