Mad Money: 2022年6月23日(木)の放送の要点

[暮眞★潤 (Jun Kurema)]

2022年6月23日(木)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) Biden needs to work with big business to beat inflation and help the economy, Jim Cramer says (https://www.cnbc.com/2022/06/23/biden-needs-to-work-with-big-business-to-beat-inflation-cramer-says.html)

• CNBC’s Jim Cramer on Thursday said President Joe Biden needs to team up with business leaders in order to bring inflation down and help the economy recover.
• “There’s another reason we have all of these supply shortages: Our government doesn’t have a productive relationship with big business,” the “Mad Money” host said.

 

(2) The market could reach an ‘investable’ bottom after analysts cut earnings estimates, Jim Cramer says (https://www.cnbc.com/2022/06/23/the-market-could-reach-an-investable-bottom-after-analysts-cut-earnings-estimates-jim-cramer-says.html)

• CNBC’s Jim Cramer on Thursday said that a possible upcoming slew of price estimate cuts from analysts could create a sell-off and an opportunity for investors to do some buying.
• “Over the next few weeks … I expect the analysts to hit us with some preemptive estimate cuts while more companies hit us with negative preannouncements,” he said.

 

(3) [No Video Clip] Executive Interview: Watch Part 1 of Jim Cramer’s full interview with Salesforce co-CEOs Marc Benioff and Bret Taylor (https://www.cnbc.com/video/2022/06/23/watch-part-1-of-jim-cramers-full-interview-with-salesforce-co-ceos-marc-benioff-and-bret-taylor.html)

The “Mad Money” host interviewed Salesforce co-CEOs Marc Benioff and Bret Taylor on Thursday’s episode of the show.

Ticker: CRM

 

 (4) [No Video Clip] Executive Interview: Watch Part 2 of Jim Cramer’s full interview with Salesforce co-CEOs Marc Benioff and Bret Taylor (https://www.cnbc.com/video/2022/06/23/watch-part-2-of-jim-cramers-full-interview-with-salesforce-co-ceos-marc-benioff-and-bret-taylor.html)

The “Mad Money” host interviewed Salesforce co-CEOs Marc Benioff and Bret Taylor on Thursday’s episode of the show.

Ticker: CRM

 

(5) Cramer’s lightning round: Nokia is ‘right to buy’ (https://www.cnbc.com/2022/06/23/cramers-lightning-round-nokia-is-right-to-buy.html)

• Nokia Corp: “I am hearing nothing but positives of late, for the last four weeks, about Nokia. … I think it’s right to buy.”
• Alliance Resource Partners LP: “I think coal’s at a decent price. … I think they can make that yield.”
• SoFi Technologies Inc: “I’m not going to say sell the company here.”
• Iron Mountain Inc: “I’ve been behind it because I like that dividend. … I think you’re okay in it.”
• Tattooed Chef Inc: “That’s a very hard call. Doesn’t make money, and I’m not currently recommending stocks that don’t make money.”
• Intrepid Potash Inc: “I am very worried about that industry because I’ve seen the prices of corn and wheat have been going down. And soy.”
• CRISPR Therapeutics Inc: “I’m not going to bet against anyone who wants to be part of CRISPR technology, because it could be great.”
• Berkshire Hathaway Inc: “Absolutely [continue to hold]. … The assets are terrific.”

Ticker: NOK, ARLP, SOFI, IRM, TTCF, IPI, CRSP, BRK.B

 

(6) [No Video Clip] Jim Cramer says there’s one big reason why the market still can’t bottom (https://www.cnbc.com/video/2022/06/23/jim-cramer-says-theres-one-big-reason-why-the-market-still-cant-bottom.html)

CNBC’s Jim Cramer on Thursday gave his take on the one reason, excluding all the negative economic and geopolitical factors, the market still can’t bottom.

 

Other Stocks Discussed (Calls with Audiences): Uber (UBER), JPMorgan Chase (JPM) [favorite is Wells Fargo, like Bank of America, too], Walmart (WMT) [Charitable Trust owns WMT; overdone], AGCO Corporation (AGCO)

 

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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