Mad Money: Key points from July 13, 2023 (Thursday) Episode

This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Thursday, July 13, 2023.  It also contains links to CNBC sites which contain video clips and transcripts.

(1) Cramer gives his “haves” and “have nots” of the earnings season (https://www.cnbc.com/2023/07/13/cramer-gives-his-haves-and-have-nots-of-the-earnings-season.html)

• CNBC’s Jim Cramer is giving investors the “haves” and the “have nots” of this year’s earnings season.
• “This market’s really about as clear as I’ve ever seen it,” Cramer said.

The “Haves” of earnings season

“Have Nots” of earnings season

• Managed care
• Phone companies (T, VZ)
• Regional banks
• Drug Stocks
• Bond Market Equivalents
• Retailers (KSS, TGT, JWN, M)

(2) [No Video Clip for non-Club Members] Carrier Global has a powerful tailwind that could stick around for years, says Jim Cramer (https://www.cnbc.com/video/2023/07/13/carrier-global-has-a-powerful-tailwind-that-could-stick-around-for-years-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at more stocks that could benefit from the influx in federal spending programs.

Legislation beneficiaries: Education ventilation upgrades – CARR, TT

Various broadband access funding — CLFD, DY

The fiscal Responsibility Act of 2023 — RTX, LMT, NOC

(3) [No Video Clip for non-Club Members] Off-the-Chart: Jim Cramer heads to the charts to look at treasuries’ potential to rally (https://www.cnbc.com/video/2023/07/13/jim-cramer-head-to-the-charts-to-look-at-treasuries-potential-to-rally.html)

‘Mad Money’ host Jim Cramer hits the charts to get a better look at the bond market.

(4) Executive Interview: Palo Alto Networks CEO says Microsoft has a long way to go on cybersecurity (https://www.cnbc.com/2023/07/13/palo-alto-networks-ceo-says-microsoft-has-a-way-to-go-on-cybersecurity.html)

• Palo Alto Networks’ CEO Nikesh Arora discussed Microsoft’s entry into the cybersecurity sphere with CNBC’s Jim Cramer on Thursday.
• “They’re dipping their toes into the SASE space, we’ve been here for a while, clearly there are other industry players who’ve been in this space for a while,” Arora said of Microsoft. “From what I read, they’re sort of heading off into a good start, but they have a long way to go.”

Ticker: PANW

(5) Cramer’s Lightning Round: Datadog is a buy (https://www.cnbc.com/2023/07/13/cramers-lightning-round-datadog-is-a-buy.html)

Super Micro Computer: “I see your SMCI and I raise you with Nvidia! Yes it’s still in the same category, and it’s a better one.”

• MYR Group: “I don’t know that company… I’m going to have to do some homework on that one. Interesting space, but I don’t know it.”
• RH: “Yes, and you know, it’s driving me crazy because I got so negative on RH. Why? Because I was positive on RH, and the CEO was negative on RH, and I was going to the CEO and I was saying, ‘listen, I’m positive,’ and he was saying, ’well, I don’t know, I’m negative.” Next thing you know, I’m right, he’s wrong, 100 points and it’s not done.”
• Datadog: “You know what, someone should have bought Datadog when it was smaller. It is such a good company, cloud-based monitoring, considered best in show. No one bought it, and now it’s on its own, and it’s a good one.”

Ticker: SMCI, FDP, MYRG, STRL, DDOG,

(6) [No Video Clip for non-Club Members] FTC is so zealous there could be a cooling effect on anyone contemplating a deal, says Jim Cramer (https://www.cnbc.com/video/2023/07/13/ftc-is-so-zealous-there-could-be-a-cooling-effect-on-anyone-contemplating-a-deal-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at recent actions by the FTC and why they could have an impact on dealmaking in the future.

Ticker: ATVI, BHC, JNJ [held by charitable trust]

Other Stocks Discussed (Call with Listeners): Floor & Decor (FND) [I am still LOWS guy], Burlington Stores (BURL) [BURL is good but TJX in charitable trust is great], WW International (WW) [best of the breed is LLY which is held by charitable trust]

Ref: Links to other sites that relate to episode of July 13, 2023

• Google Podcast (Sound）
• Internet Archive（Video & Texts per minute）

Disclaimer

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