Mad Money: 2023年6月21日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年6月21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) Cramer says to trim your portfolio and don’t be greedy: ‘It’s OK to take something off the table after a big run’ (https://www.cnbc.com/2023/06/21/jim-cramer-says-trim-your-portfolio-and-take-something-off-the-table.html)

• CNBC’s Jim Cramer warned investors on Wednesday not to be greedy and to cash in on some of their gains.
• “It’s OK to take something off the table after a big run,” he said.

 

(2) [No Video Clip for non-Club Member] Verra Mobility CEO David Roberts goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/06/21/verra-mobility-ceo-david-roberts-goes-one-on-one-with-jim-cramer.html)

Verra Mobility President and CEO David Roberts joins ‘Mad Money’ host Jim Cramer to discuss what it is the company does, where the company is headed, and more.

Ticker: VRRM

 

(3) [No Video Clip for non-Club Member] Every company needs better cybersecurity and to save money, Zscaler does both, says CEO Jay Chaudhry (https://www.cnbc.com/video/2023/06/21/every-company-needs-better-cybersecurity-and-to-save-money-zscaler-does-both-says-ceo-jay-chaudhry.html)

‘Mad Money’ host Jim Cramer sits down with Zscaler CEO Jay Chaudhry to discuss the company’s recent success, the state of the cybersecurity space and more.

Ticker: ZS

 

(4) [No Video Clip for non-Club Member] Jim Cramer sits down with Team Rubicon CEO Art delaCruz (https://www.cnbc.com/video/2023/06/21/jim-cramer-sits-down-with-team-rubicon-ceo-art-delacruz.html)

Team Rubicon CEO Art delaCruz joins ‘Mad Money’ host Jim Cramer to talk Ford’s $5.8 million investment in the organization.

 

(5) Cramer’s Lightning Round: “Not a fan” of Snap (https://www.cnbc.com/2023/06/21/cramers-lightning-round-not-a-fan-of-snap-.html)

• BWX Technologies: “I am incredibly intrigued by that company because I like the nuclear business. I wish they would come on the show, and I’ll do more homework for you because I’ve been looking for a way to do nuke, and that may be the way to go.”
• British American Tobacco: “Look, it is a cheap stock. I’ll tell you, I actually like some of the things that Philip Morris is doing, though. I think that PM has got some good game when it comes to kind of moving off of the tobacco business, that’s what I recommend.”
• Snap: “No, not a fan. Just don’t feel it has any game. I’m going to have to take a pass on that.”
• Advanced Micro Devices: “Well, no it can still grow. It’s got a lot of good things. Plus, I think the PC cycle is bottoming out, and their data center business can get bigger and they do have some very, very fast good chips. It’s just that the stock did have a big run. I’m not as keen on it up here, and I do think that Nvidia has the best market. So, I think it’s ok, it’s just not as fabulous as the market felt it was at 120.”
• Crown Castle: “These tower stocks, people just hate them. It doesn’t seem to matter that it yields 5.5%, it’s not enough. I’m not going to go reach for a yield. If I do feel that the stock is not doing well, we’re going to take a big pass on that one.”
• Myriad Genetics: “They’ve been around for a while, you know. And they’re profitable. This is just the kind of stock, speculative stock, I do like very much. I think it is a buy.”
• Iron Mountain: “It’s been a terrific performer, and it never gets the love it deserves from Wall Street. I think people think it’s too boring. I don’t mind boring when it comes to money.”
• Meta: “Ok, so Meta actually fits the description of what I said at the top of the show, which is that I think that long term it’s great, short term I think… it’s just too hot.”

Ticker: BWXT, BTI, SNAP [not a fan, pass], AMD [NVDA has a best market, but it’s ok], CCI [yield 5.5%, big pass], MYGN [it is a buy], IRM, PM [terrific], META

 

(6) ‘We always seem to make huge trade concesions’ with China, says Jim Cramer (https://www.cnbc.com/video/2023/06/21/we-always-seem-to-make-huge-trade-concesions-with-china-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer discusses how international politics could impact your portfolio.

 

Other Stocks Discussed (calls with audience): Wendy’s (WEN) [I like WEN], Boston Beer (SAM) [difficult to own, STEZ is more interesting], Oracle (ORCL) [take out cost basis], Shopify (SHOP)

 

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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