Mad Money: 2023年7月10日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年7月10日(月)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 says investors should focus less on how China affects American stocks (https://www.cnbc.com/2023/07/10/cramer-says-focus-less-on-how-china-affects-american-stocks.html)

• Cramer highlighted construction equipment manufacturer Caterpillar, which he said is a “terrific story,” but not a “China story.”
• Cramer acknowledged China does have an effect on some companies, such as Ralph Lauren, which is seeing significant growth in its Chinese market.
• “Go ahead, knock yourself out imagining how China exposure can boost the growth of American companies,” Cramer said. “But I think you’d be better off finding a Chinese company that can accelerate its growth by being in America, because we’re in much better shape than they are right now.”

The China Trade:

Foul	Fair
CAT, SBUX, NKE	WYNN, RL

“Bottom Line: I think you are better off finding a Chinese company that can accelerate its growth by being in America.”

 

(2) [No Video Clip for non-Club Member]  Jim Cramer talks stocks that will benefit from federal spending (https://www.cnbc.com/video/2023/07/10/jim-cramer-talks-stocks-that-will-benefit-from-federal-spending.html)

‘Mad Money’ host Jim Cramer takes a look at legislation passed under the Biden administration and what stocks will be impacted by the influx in federal spending.

“Legislation passed under Biden’s presidency: The American rescue plan (March 2021) The infrastructure Investment & Job Act (Nov 2021) The CHIPS & Science Act (Aug 2022) The inflation reduction act (Aug. 2022)”

The infrastructure Investment & Job Act Nov 2021: Who benefits? — Materials (MLM), Construction (CATT, DE), Water (XYL, PNR), General Contractors (ACM, J)

“Bottom Line: The Government authorizing large amounts of spending has made it harder to beat inflation…  But on the flipside, individual companies in specific industries have the potential to benefit.”

 

(3) [No Video Clip for non-Club Member]  Tesla is still the undisputed king of EVs, says Jim Cramer (https://www.cnbc.com/video/2023/07/10/tesla-is-still-the-undisputed-king-of-evs-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the EV space, who is top dog, and who still has work to do.

 

(4) Interview: Former CFTC chairman says crypto regulations can’t wait until litigations concludes: ‘We need standards today’ (https://www.cnbc.com/2023/07/10/former-cftc-chairman-says-crypto-needs-regulations-now.html)

• Former chairman of the Commodity Futures Trading Commission Timothy Massad proposed a new way to regulate crypto and protect investors without waiting years for lawsuits to conclude.
• “We strongly support enforcement of the laws, but what we’re saying is, we need more than that,” Massad said.

 

(5) Cramer’s Lightning Round: Palantir is a buy (https://www.cnbc.com/2023/07/10/cramers-lightning-round-palantir-is-a-buy.html)

• Rambus: “High speed chip interface is finally making a comeback… I cannot believe this stock — well, it does make money, the company makes money— So I am going to endorse it, but I cannot believe how long it’s taken to get to where it’s going.”
• Palantir: “That was a great quarter, Palantir. I remain a buyer, I even told the CFO that recently. He was a little skeptical of my own intentions, but I like Palantir.”
• Coherus Biosciences: “I’ve got to tell you, it’s a very hard drug to make… Look, it’s a good spec, let’s just leave it at that.”
• Commercial Metals: “I’ve liked that company for 30 years. I like the metal recycling business, and I think it’s terrific, second only to Nucor, as far as I’m concerned in that group.”

Ticker: IEP [will go another 10% higher], RMBS, PLTR [buy buy buy], CHRS, CMC

 

(6) [No Video Clip for non-Club Member] The worst of the IPO drought may be over, says Jim Cramer (https://www.cnbc.com/video/2023/07/10/the-worst-of-the-ipo-drought-may-be-over-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the IPO drought and if an end may be in sight.

Ticker : CAVA

 

Other Stocks Discussed (Call with Listeners): Devon Energy (DVN) [Oil down big, Emerson is the one to be; Charitable trust owns Emerson], Walmart (WMT) [buy buy buy, you have a winner, Charitable trust owns COST], Carvana (CVNA) [they are doing very well, do not short], Lucid (LCID) [terrible stock, I prefer Rivian],

 

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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