Mad Money: 2023年6月22日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年6月22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 gives his game plan for the week ahead, with Nike and Walgreens set to report (https://www.cnbc.com/2023/06/22/jim-cramers-game-plan-for-the-week-ahead-nike-walgreens-to-report.html)

• CNBC’s Jim Cramer told investors what to watch out for in the week ahead, with names such as Nike and Walgreens set to report.
• “It’s an important week, not to be minimized, as we make our way to July for an employment report, a Fed meeting and a parade of earnings, all care of the calendar change to July,” Cramer said.
• He added that although his Magnificent Seven stocks continue to lead, it is still important to look at what other stocks can tell us about the market.

 

(2) Cramer says Wall Street should pay attention to the aerospace sector, especially RTX (https://www.cnbc.com/2023/06/22/cramer-says-wall-street-should-pay-attention-to-the-aerospace-sector.html)

• Although its stock hasn’t been popular this week, CNBC’s Jim Cramer thinks RTX is a strong player at the forefront of aerospace and defense, two sectors poised to make a lot of money in the coming years.
• “I think you’re getting another chance to buy RTX into unjustified weakness here,” Cramer said.

Ticker: RTX

 

(3) [No Video Clip for non-Club Member]Am I Diversified?: Jim Cramer grades viewer’s portfolios on diversification (https://www.cnbc.com/video/2023/06/22/am-i-diversified-jim-cramer-grades-viewers-portfolios-on-diversification.html)

‘Mad Money’ host Jim Cramer looks at caller’s portfolios and grades them on diversification.

• AAPL, JPM, JNJ, KO, PG –> very well diversified
• MSFT, LLY, V, HD, TMO –> perfect diversification
• AVGO, MPC, VZ, ADM, JPM -> worried about VZ (7% yield) -> replace with JNJ (3% yield)
• AAPL, MSFT, ABBV, LYB, IRM –> diversified [but need reallocation]
• LLY, NVDA, CAT, HAL, RTX –> most diversified portfolio we have

 

(4) [No Video Clip for non-Club Member] Jim Cramer does his homework on diagnostic imaging company RadNet (https://www.cnbc.com/video/2023/06/22/jim-cramer-does-his-homework-on-diagnostic-imaging-company-radnet.html)

‘Mad Money’ host Jim Cramer revisits RadNet to dig deeper into the diagnostic imaging company’s implementation of A.I. to detect breast cancer.

Ticker: RDNT

 

(5) Cramer’s Lightning Round: Get rid of ADT (https://www.cnbc.com/2023/06/22/cramers-lightning-round-get-rid-of-adt.html)

• Cummins: “Cummins, had her on recently, I think that stock is a buy right here. Longer term, Cummins is the best there is.”
• Simon Property Group: “Look, it is a tough situation. I was in one of SPG’s malls, this is all anecdotal, and frankly it was just terrible. I mean, like, I was just shocked at how horrible it was. It was like a ghost mall and it was very, very depressing… I would say this: Federal Realty. FRT, got a much better business model and that’s where you want to because it’s more mixed use. That is now the safer stock.”
• ADT: “No, let me tell you, it’s never too late to sell that stock, that’s how bad that is. I mean, it’s been an abomination that stock, and I don’t mind calling them out.”
• Abbvie: “Ok, Abbvie’s got some very troubling things going on because they have a major drug that is coming off patent. I would much rather see you in J&J. In terms of pricing, look what happened with 3M when it settled its decision. All those lawsuits involving PFAS, which is forever chemicals. If J&J were to settle its situation when it comes to talc, then I think that stock could have a similar move.”
• Datadog: “Datadog is a very well run company, it’s going to put up some good numbers… I think it’s a buy.”
• Evergy: “Very good company, absolutely. And I like the yield, four and a quarter. I think that’s a terrific idea.”
• Marten Transport: “Fabulous trucking company. Trucking companies are starting to do well, that one is well below where XPO is, I think that that’s a real interesting situation.”
• Atlas Energy Solutions: “That’s going to trade with the price of oil, and I’ve been telling people that I think the price of oil is too high and going lower. It almost seems propped up here and cannot stay higher… I just don’t think they’re going to make you money right now.”

Ticker: CIM [buy buy buy], SPG, ADT, ABBV [rather see you in JNJ], DDOG [buy], EVRG, MRTN, AESI, SOFI, AI, SPOT

 

(6) [No Video Clip for non-Club Member] Fed Chair Powell missed a chance to talk about inflation fueled by Congress, says Jim Cramer (https://www.cnbc.com/video/2023/06/22/fed-chair-powell-missed-a-chance-to-talk-about-inflation-fueled-by-congress-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer discusses why he believes the Federal Reserve is working against the U.S. government when it comes to inflation.

 

Other Stocks Discussed (calls with audience): Kraft Heinz KHC [Not well run and I do not want to own the company which is not well run], Target (TGT) [I rather buy than sell it], (BRK.B) [good, recommending since 2005], Qualcomm (QCOM) [inconsistently managed company]

 

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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