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2023年7月17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 talks diversification and portfolio strategy, compares ARK’s Cathie Wood and BlackRock’s Larry Fink (https://www.cnbc.com/2023/07/17/jim-cramer-compares-arks-cathie-wood-and-blackrocks-larry-fink.html)
- CNBC’s Jim Cramer on Monday reaffirmed his belief that diversification is key to a successful portfolio, using two high-profile investors’ strategies as examples.
- “What we don’t want is your nest egg to be concentrated in just a few stocks that might be very wrong for the moment, causing you to give up on the entire asset class,” Cramer said.
“Bottom Line: Blackrock’s diversified style is the safest bet for your portfolio.”
(2) [No Video Clip for non-Club Members]All of MYR Group’s recent success came without the flood of federal dollars, says Jim Cramer (https://www.cnbc.com/video/2023/07/17/all-of-myr-groups-recent-success-came-without-the-flood-of-federal-dollars-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks infrastructure play MYR Group.
Ticker: MYRG
“Bottom Line: The thing I don’t like about MYRG is that I didn’t discover it earlier … I don’t think you’ve totally missed it; I think it’s got more upside.
(3) [No Video Clip for non-Club Members] It’s not just the ‘Magnificent Seven’ that’s making you big money, says Jim Cramer (https://www.cnbc.com/video/2023/07/17/its-not-just-the-magnificent-seven-thats-making-you-big-money-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks comebacks in the cloud space.
Ticker: CRM, WCLD
Top 4 cloud comebacks – percent off of low
MongoDB (MDB) [203%; financials have improved], Shopify (SHOP) [191%], monday.com (MNDY) [151%], HubSpot (HUBS) [128%]
“Bottom Line: The enterprise software stocks have recovered from their lows last fall … but I think that some of these names might be due for a breather.”
(4) [No Video Clip for non-Club Members] Jim Cramer answers questions from Investing Club members (https://www.cnbc.com/video/2023/07/17/jim-cramer-answers-questions-from-investing-club-members.html)
‘Mad Money’ host Jim Cramer answers questions from CNBC Investing Club members.
- PayPal (PYPL) [just sell it]
- AEP [do not have enough exposure to EV]
- airlines and cruise [look balance sheet, Delta is very good]
- 10-12% of portfolio as cash? [it is part of a defensive strategy]
- maximum percent of any stocks in my portfolio? [you should shave some of the Apple that you own [which account 19% of your portfolio] — discipline always trumps conviction]
- oil market [I don’t like oil market right now]
- Jabil (JBL) [I don’t like the industry, need to reopen the book to see if there is not more to it]
- uranium market Cameco (CCJ) [cult stock, not go in to it, speculative]
- Moderna and Roku [I don’t care where the stock comes from, but care where its going to, but MRNR might be a buy]
- entry point for NVDA [buy some now and wait 10% down, another10% below]
(5) Cramer’s Lightning Round: RadNet is “too expensive” (https://www.cnbc.com/2023/07/17/cramers-lightning-round-radnet-is-too-expensive.html)
- JPMorgan Chase: “I still like JP Morgan here, it’s valued very low given the fact that it is a colossus. That was an amazing quarter, hats off to Jamie Dimon and company.”
- RadNet: “We opined positively about RadNet before, diagnostic company, and I think it’s too expensive versus GE Healthcare, which we own for the trust…it sells at 21 times earnings, and is much more connected with what Biogen and Eli Lilly are doing when it comes to Alzheimer’s and dementia.”
- Uranium Energy: “I believe that as much as you tell a positive story about nuclear power, it is still not coming back the way you like. I actually prefer natural gas to nuclear power, Coterra…50% natural gas, got a dollar cost, sells it for two, I like that business.”
- Apollo Global: “The reason why I don’t recommend Apollo, even though it’s been a good stock, is I don’t know where the hell it makes the money, I don’t know what it owns. I can’t opine to you something that I don’t know myself, so I think I’m going to have to just take a pass.”
Ticker: JPM [still like JPM], RDNT [too expensive], UEC [prefer CTRA, natural gas], APO [take a pass]
(6) Jim Cramer explains Ford’s electric vehicle price cuts (https://www.cnbc.com/2023/07/17/jim-cramer-explains-fords-electric-vehicle-price-cuts.html)
- CNBC’s Jim Cramer explained Ford Motor’s move to slash prices for its forthcoming new line of EVs.
- Ford announced on Monday it would cut prices for all versions of its F-150 Lightning pickup truck, with the cheapest version coming in at $50,000, roughly $10,000 less than its previous estimate.
Ticker: F [held for charitable trust]
Other Stocks Discussed (Call with Listeners): Builders FirstSource (BLDR), Walgreens Boots Alliance (WBA) [at 32, sell sell sell], PELX (RELX), Sofi Technologies (SOFI) [could go up another 25-30%]
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）
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