Mad Money: 2023年6月1日(木)の放送の要点

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2023年6月1日 11:06 PM #16794

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2023年6月1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) Jim Cramer names his ‘Magnificent Seven’ stocks that are the real deal (https://www.cnbc.com/2023/06/01/jim-cramer-names-his-magnificent-seven-stocks-that-are-the-real-deal.html)

CNBC’s Jim Cramer said on Thursday that investors should keep their money in this year’s market winners, primarily tech giants who bet on generative AI.

Cramer named these “Magnificent Seven” stocks as ones to keep an eye on: Apple, Microsoft, Nvidia, Amazon, Meta, Tesla and Alphabet.

The Dow’s “Magnificent Seven” 2023 performance thru May: AAPL, up 37%; MSFT, up 38%; NVDA, up 159%; AMZN, up 44%; META, up 120%; TSLA, up 66%; GOOGL 39%

DOW stocks that have performed the worst so far this year Dirty Dozen of the Dow: PG, KO, UNH, IBM, VZ, TRV, NKE, HD, HON, JNJ, CAT, AMGN, CVX, WBA, MMM

“Bottom Line: Don’t wait for underperformers to turn around before getting on the winners.”

(2) Executive Interview: CrowdStrike CEO calls generative AI an ‘arms race,’ but says company is positioned well to face adversaries (https://www.cnbc.com/2023/06/01/crowdstrike-ceo-calls-generative-ai-an-arms-race.html)

CEO of cybersecurity firm CrowdStrike George Kurtz told CNBC’s Jim Cramer on Thursday that his company is ready to take on “adversarial AI,” or antagonists using generative AI technology for nefarious reasons.

CrowdStrike shares fell in extended trading on Wednesday, even after the company released a successful earnings report with revenue that beat consensus estimates.

Ticker: CRWD

(3) [No Video Clip for non-Club Member] Jim Cramer talks retail’s crime problem after recent quarterly earnings reports (https://www.cnbc.com/video/2023/06/01/jim-cramer-talks-retails-crime-problem-after-recent-quarterly-earnings-reports.html)

‘Mad Money’ host Jim Cramer discusses ‘shrink’ in retail and the impact of theft on the bottom line.

Ticker: TGT, HD, DLTR, FL

	Target	Home Depot	Dollar Tree	Foot Locker
What they are saying	“…limiting product availability, creating a less convenient shopping experience, and putting our team and guests in harm’s way.”	“We’re confident in our ability to mitigate and blunt that pressure, but that pressure certainly exits out there.”	“Shrink and the mix shift from discretionary goods have pressured margins throughout retail. We are no exception.”	“We have seen a significant pickup in theft activity that was also a drag on merch margins…”
What they are seeing	Expected to exceed $1B This Year	Drove 8bp Decline in Gross Margin in 1Q	Negatively Impacted Gross Margin By 60bp And EPS By An Incremental $0.14 in 1Q	Expects Gross Margin To Decline By 310bp – 330bp

“Nordstrom, Walmart, Starbucks are planning store closings in high-theft areas”

“Bottom Line: This is a very tough moment for retail with shrinkage … I want to stick with retailers like Amazon and Costco.”

(4) [No Video Clip for non-Club Member] Homework: I can’t give Perion Network my endorsement over inacurate reporting concerns, says Jim Cramer (https://www.cnbc.com/video/2023/06/01/i-cant-give-perion-network-my-endorsement-over-inacurate-reporting-concerns-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer does his homework on Perion Network and gives his take on the stock.

Ticker: PERI [Bottom Line; Perion’s a battle ground stock & we want to stay away from battle grounds]

(5) Cramer’s Lightning Round: Gold is great, stick with Franco-Nevada (https://www.cnbc.com/2023/06/01/cramers-lightning-round-gold-is-great-stick-with-franco-nevada.html)

MP Materials: “Oh, MP Materials. It’s trading with the car companies, they’re not doing well — and it’s also, by the way, I mean, when you look at it, there’s been big inside selling, I don’t like that. My bottom line is that MP Materials is still a good company, but it’s not a great stock.”

American Express: “American Express is benefiting from the fact that when people stay at home, they got at night. That’s what they do, when they work at home, they go out at night, and that’s why leisure is so big, and travel is still booming, as we know from all the airlines.”

Franco-Nevada: “I believe that you should have 10% of your portfolio in gold to hedge against everything else, and I think Franco-Nevada is an excellent yield play, and it’s a royalty trust. I like it very, very much, I would be a buyer.”

Clearfield: “Very tough, very competitive market. I don’t like that market, I’d rather see Nvidia, even under 700.”

Ticker: MP [still good company but not a great stock], AXP, FNV [excellent yield play, I like it very much], CLFD [I don’t like the market]

(6) [No Video Clip for non-Club Member] Jim Cramer breaks down the latest stock and sector headlines (https://www.cnbc.com/video/2023/06/01/jim-cramer-breaks-down-the-latest-stock-and-sector-headlines.html)

‘Mad Money’ host Jim Cramer talks market and stock news that has not gotten as much attention lately.

Ticker: ABBV, UNH, NFE PXD, PMAX

Other Stocks Discussed (calls with audience): CVS Health (CVS) [not sell, I would buy], Twilio (TWLO) [not sell, if it pulls back at 60, I will be buyer], Disney (DIS) [excellent stock to buy, charitable trust owns it, 89 wait for a year and say how I got in at 89], Boston Beer (SAM) [swap with STZ], DraftKings (DKNG) [I like DKNG, buy more], PayPal (PYPL) [competition is steep and tough, remain to be tough stock]

参考: この日の放送に関するその他のサイトへのリンク