Mad Money: 2023年7月5日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年7月5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 examines the worst performers from the first half of 2023, explains why the market seems narrow (https://www.cnbc.com/2023/07/05/jim-cramer-examines-the-worst-performers-from-the-first-half-of-2023.html)

• CNBC’s Jim Cramer on Wednesday examined the ten worst performers from the first half of the year in the Dow and the S&P 500.
• CNBC’s Jim Cramer said Wednesday that if investors are waiting for the market to broaden for a rally, they may as well be “Waiting for Godot.”

DOW’s Worst Performers: VZ, NKE, GS, JNJ, TRV, UNH, CVX, AMGN, MMM, WBA

S&P 500 Worst Performers: EPM, SCHW, MANA, NWL, CFG, CMA, ENPH, ZION, KEY, AAP

“Bottom Line: Instead o missing the money by sitting on the sidelines, try to stick with what’s working.”

 

(2) [No Video Clip for non-Club Member] Executive Interview: Paychex CEO John Gibson goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/07/05/paychex-ceo-john-gibson-goes-one-on-one-with-jim-cramer.html)

Paychex CEO John Gibson talks with ‘Mad Money’ host Jim Cramer about the possibility of a recession, the latest Fed comments, and more.

Ticker: PAYX

 

(3) [No Video Clip for non-Club Member] Constellation Brands’ Q1 earnings beat came from its booming beer business, says Jim Cramer (https://www.cnbc.com/video/2023/07/05/constellation-brands-q1-earnings-beat-came-from-its-booming-beer-business-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks Constellation Brands Q1 earnings beat and why they are quickly becoming one of the top alcohol manufacturers in the country.

Ticker: STZ [held by charitable trust],

“Bottom Line: .. We’re sticking with STZ for the trust because we think it’s headed higher.”

 

(4) Executive Interview: On Holding CEO stresses importance of retail locations: ‘It really elevates how you experience the brand’ (https://www.cnbc.com/2023/07/05/on-holding-ceo-stresses-importance-of-retail-locations.html)

• CNBC’s Jim Cramer spoke with Martin Hoffmann, the co-CEO and CFO of Swiss footwear and sports apparel brand On Holding.
• Hoffmann discussed the importance of retail locations as well as the brand’s desire to market to athletes and other consumers alike.

Ticker: ONON

 

(5) Cramer’s Lightning Round: Zoominfo is a sell (https://www.cnbc.com/2023/07/05/cramers-lightning-round-zoominfo-is-a-sell.html)

• Zoominfo: “That stock is so hated on Wall Street, I think the hate is overly done, but there’s no rescuing a stock that’s despised.”
• Carnival: “I like them. Now, they have had a very big move. Carnival Cruises doubled. I say we let it kind of simmer right now, go to Norwegian. I’m telling you, I got people saying they love the Haven, ‘I booked for the Haven, but then mine was canceled.’ But I like the cruises, they’re ok.”
• ASML Holding: “I like it, but I got to tell you, I like Lam Research more.”

Ticker: ZI, CCL [I like cruise, they are ok], ASML [I like LRCX more]

 

(6) [No Video Clip for non-Club Member] Those who stayed bearish during the recent rally saw their portfolios suffer, says Jim Cramer (https://www.cnbc.com/video/2023/07/05/those-who-stayed-bearish-during-the-recent-rally-saw-their-portfolios-suffer-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks why some investors missed the recent market rally.

 

Other Stocks Discussed (Call with Listeners): Public Storage (PSA) [I think you are fine.], Dutch Bros (BROS) [They are over expanding], Palantir (PLTR) [I like the 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 

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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