Mad Money: 2023年3月31日(金)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年3月31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) From the bank crisis to the Fed’s rate hikes Cramer’s tracking the latest market action (https://www.cnbc.com/video/2023/03/31/from-the-bank-crisis-to-the-feds-rate-hikes-cramers-tracking-the-latest-market-action.html)

Jim Cramer breaks down the latest market action this week.

[Charitable name, META, is a winner]

 

(2) A post-Covid spending hangover means you have to be more selective with pet plays, Cramer says (https://www.cnbc.com/2023/03/31/pet-stocks-are-hit-or-miss-post-covid-lockdown-jim-cramer-says.html)

• Consumer-spending trends have shifted since the pandemic lockdowns, which means you now have to be selective when it comes to pet stocks, CNBC’s Jim Cramer said Friday.
• General Mills and Smucker are good safety names that may still offer promising access to this niche.

Ticker: WOOF, CHWY, GIS, SJM [I am willing to endorse GIS and even SJM but not WOOF and CHWY]

 

(3) [No Video Clip for non Club Members] Time to re-energize your holdings? Cramer’s checking in on Devon Energy (https://www.cnbc.com/video/2023/03/31/time-to-re-energize-your-holdings-cramers-checking-in-on-devon-energy.html)

Jim Cramer offers his take on whether investors are diversified enough.

• Apple (AAPL), Applied Materials (AMT), Bristol-Meyers (BMY), Proctor & Gamble (PG), Verizon (VZ) –> PG and BMY trade together, so remove BMY and add Humana; Don’t like AMT, so remove AMT and add LRCX which is a better run company
• CVS Health, Chevron, Lowe’s, CISCO, Morgan Stanley — Problem is CVS, remove CVS and add LLY
• Bristol Meyer, Microsoft, Nvidia, Palo ALto Network, Halliburton [Halliburton is double bottom now] — Switch BMY with LLY
• DKS, Hershey (HSY), United Healthcare (UNH), Devon Energy (DVN), Waste Management (WM) –> Nothing to change
• RPN Energy, Dominion Energy, Kimberly Clark, Johnson & Johnson, Mondelez –> I like the yield coming from this portfolio
• AbbVie, Proctor & Gamble [Origin?], Microsoft, Deer [regret not having for Charitable Trust], Triton –> Get rid of Triton, add Pioneer Energy

 

(4) [No Video Clip for non Club Members] Homework; Cramer studied up on VNT & INMD and is coming back with his takes (https://www.cnbc.com/video/2023/03/31/cramer-studied-up-on-vnt-inmd-and-is-coming-back-with-his-takes.html)

Jim Cramer gives his take on VNT and INMD.

 

(5) Lightning Round: 3M has too many litigation risks (https://www.cnbc.com/video/2023/03/31/lightning-round-3m-has-too-many-litigation-risks.html)

Mad Money host Jim Cramer weighs in on all manner of stocks, including Avis, Verint, Microstrategy, Amphenol, 3M, Camping World, Medical Properties, Freyr, On Holding and Banco Bilboa.

Ticker: CAR [We love HTZ], VRNT [I want you to hold], MSTR [I prefer to actually invest in Bitcoin], APH [that stock is a winner], MMM [too much litigations], CWH [I don’t understand where the big yield comes from and worries me; yellow flag not a red flag], MPW [another downgrade, outright red flag], FREY [not recommend stock that lose money], ONON [Buy; I was almost thinking about putting it in bullpen for the charitable trust], BBVA [Sell and get Banco Santander]

 

(6) View from the Floor: Cramer on the market’s volatility (https://www.cnbc.com/video/2023/03/31/cramer-on-the-markets-volatility.html)

Mad Money host Jim Cramer gives his take on the markets on the last day of the first quarter.

 

Other Stocks Discussed (calls with audience): Blackstone (BX) [great choice], L3Harriis (LHX) [I do favor LMT]

 

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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