Mad Money: 2023年6月7日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年6月7日(水)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) After the S&P’s Wednesday jump, Jim Cramer dissects 10 stocks that performed well when the index bottomed out last year (https://www.cnbc.com/2023/06/07/jim-cramer-talks-10-stocks-that-succeeded-when-the-sp-bottomed-out-.html)

• After Wednesday saw the S&P suddenly jump, CNBC’s Jim Cramer looked back at ten stocks that performed well even when the index bottomed out last October.
• He identified insurance company Arch Capital Group, Facebook parent Meta, casino chain Wynn Resorts, credit score platform Fair Isaac, homebuilder PulteGroupe, solar panel manufacturer First Solar, Netflix, software giant Nvidia and cruise line Royal Caribbean as stocks that did well when the index was at the bottom.

Ticker: ACGL, META, WYNN, LVS, FICO, PHM, FSLR, NFLX, NVDA, RCL

 

(2) Executive Interview: Despite a mixed earnings report, Campbell Soup CEO is confident condensed products can turn a profit (https://www.cnbc.com/2023/06/07/campbell-soup-ceo-is-confident-condensed-products-can-turn-a-profit.html)

• CEO of Campbell Soup Mark Clouse said on Wednesday that despite his company’s mixed earnings report, products continue to sell and condensed soup is profitable, especially with millennial consumers.
• Campbell also owns several well-known food and snack lines, including Pepperidge Farm, Snyder’s of Hanover, Lance, V8 and Prego.

Ticker: CPB

 

(3) [No Video Clip for non-Club Member] Oracle has quietly become one of the top players in cloud infrastructure, says Jim Cramer (https://www.cnbc.com/video/2023/06/07/oracle-has-quietly-become-one-of-the-top-players-in-cloud-infrastructure-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at Oracles performance over the past couple years, its designation in tech space, and more.

Ticker: ORCL [see any weakness as buying opportunity]

“Bottom Line if you still think of Oracle as old tech, you’d better re-evaluate.”

 

(4) [No Video Clip for non-Club Member] Executive Interview: ‘We’re working on the right things to accelerate growth’, says Brinker’s CEO Kevin Hochman (https://www.cnbc.com/video/2023/06/07/were-working-on-the-right-things-to-accelerate-growth-says-brinkers-ceo-kevin-hochman.html)

Brinker International President and CEO Kevin Hochman joins ‘Mad Money’ host Jim Cramer fresh off the company’s investor day which saw the stock drop more than 6% during the trading day.

Ticker: EAT

 

(5) Cramer’s Lightning Round: Rio Tinto is a buy (https://www.cnbc.com/2023/06/07/cramers-lightning-round-rio-tinto-is-a-buy.html)

• Rio Tinto: “I happen to like Rio Tinto very much. I like the mineral stocks, they’re really well-run, as Rio Tinto is, and I think the yield right now is still safe, so you’re ok.”
• Cedar Fair: “I think it’s fine. You see a lot more…I’m not enamored of it, I don’t like businesses that are that related with the weather… witness to the fact that we got some crazy thing going on outside, I’ve never seen it before.”
• Blackstone Mortgage: “Here they have mortgages that I do not know about. I don’t know what’s in them, so I’m going to have to defer and say I don’t want to recommend that. I wish I could tell you, listen, I’ve seen their mortgages, but I haven’t.”
• Marvell Technology: “Ok, Marvell we’ve got to be very careful. A lot of rumors today. All they’re doing, they’re doing very well with Nvidia, I like the stock.”

Ticker: RIO, FUN, BXMT [I don’t want to recommend], MVRL [be careful, I like the stock]

 

(6) [No Video Clip for non-Club Member] ‘It’s been a disaster’ for people that bet against homebuilder stocks, says Jim Cramer (https://www.cnbc.com/video/2023/06/07/its-been-a-disaster-for-people-that-bet-against-homebuilder-stocks-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at the housing sector including homebuilder stocks, home improvement, and more.

Ticker: FBIN [has the potential to go higher], AZEK, WSM, WHR, SWK

“Cramer: I think it’s time to go beyond the homebuilders and look at what goes into a home”

Other Stocks Discussed (calls with audience): NOC [buy buy buy], Cavana (CVNA) [sell sell sell, losing a lot of money], KeyCorp (KEY) [not recommend any reginal bank], Salesforce (CRM) [I don’t want to buy tech as of Friday, CRM might further down, I do not want to dive in, have huge position in charitable trust] , Block (SQ) [undervalued because of the competition]

 

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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