Mad Money: 2025年4月21日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年4月21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 on how Trump’s stance on China harms Nvidia and Apple (https://www.cnbc.com/2025/04/21/jim-cramer-how-trumps-china-stance-harms-nvidia-and-apple.html)

• CNBC’s Jim Cramer on Monday opined on why it’s currently hard to hold on to two of his favorite stocks, Nvidia and Apple.
• He primarily cited the Trump administration’s harsh commerce policies with and attitude towards China.

Ticker: AAPL, NVDA

 

(2) [No Video Clip for non-Club members] Netflix’s fundamentals make it a beacon of hope, still not immune to this market, says Jim Cramer (https://www.cnbc.com/video/2025/04/21/netflixs-fundamentals-make-it-a-beacon-of-hope-still-not-immune-to-this-market-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer recaps Netflix earnings.

Ticker: NFLX

 

(3) [No Video Clip for non-Club members] UnitedHealth might be having execution issues, says Jim Cramer (https://www.cnbc.com/video/2025/04/21/unitedhealth-might-be-having-execution-issues-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks what is weighing on UnitedHealth.

Ticker: UNH

 

(4) [No Video Clip for non-Club members] In the last six months, few groups have been hit harder than the homebuilders, says Jim Cramer (https://www.cnbc.com/video/2025/04/21/in-the-last-six-months-few-groups-have-been-hit-harder-than-the-homebuilders-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the impact of the market downturn on housing stocks.

Ticker: DHI

 

(5) Cramer’s Lightning Round: Don’t sell CarMax (https://www.cnbc.com/2025/04/21/cramers-lightning-round-dont-sell-carmax.html)

• Simon Property Group: “They are a terrific company…I think Simon Property should be bought and bought right here.”
• TransDigm Group: “I like aerospace very much…There’s no reason to descend to TransDigm when you have GE.”
• CarMax: “This stock has come down so much…No, I don’t want you to sell it down here.
• Barrick Gold: “Gold, I think, is going higher still. And Barrick Gold has a lot more room to run…I think GOLD is a good place to be”
• Plains All American Pipeline: “It’s a very tough moment for this group, there’s a lot of sellers in it. But I understand that Plains is ok…I don’t know.”

Ticker: SPG, LMAT, TDG [GE is my favorite], KMX, GOLD , PAA

 

(6)This market downturn is ‘manufactured’ and unrelated to earnings, Jim Cramer says (https://www.cnbc.com/2025/04/21/market-downturn-is-manufactured-unrelated-to-earnings-jim-cramer-says-.html)

• CNBC’s Jim Cramer on Monday suggested the market losing streak is “manufactured” and unrelated to the strength of companies’ earnings.
• He likened recent declines to those in 2011 that were sparked by a financial crisis in the Eurozone, when many countries struggled to pay off debts and engaged in deficit spending.
• “Just like 2011, it’s a very manufactured crisis — something totally man-made that can be un-made with the stroke of a pen,” Cramer said. “I think that means it will go away, but not before the market tests lower levels.”

 

Other Stocks Discussed (calls with audience): Hertz (HTZ) [Take the money and run; or take the cost basis and let the rest run], Stanley Black & Decker (SWK) [I am done; accidental high yielder], Chevron Corporation (CVX) [accidental high yielder, cannot include], Intuitive Surgical (ISRG) [wait till tomorrow’s report], McKesson (MCK) [one of the strongest stock in  the market; stock should be bought here not sold]

 

参考: この日の放送に関するその他のサイトへのリンク 

• Podcast at Spotify (音声）
• InternetArchive（1分毎のビデオ＆テキスト）

Disclaimer

****************************

前回のエピソード

次回のエピソード

 

[投稿者]

投稿