Mad Money: Key points from July 25, 2023 (Tuesday) Episode

This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Tuesday, July 26, 2023.  It also contains links to CNBC sites which contain video clips and transcripts.

(1) Cramer shares insights to help make sense of this earnings season (https://www.cnbc.com/2023/07/25/cramers-sharing-terminology-to-help-make-sense-of-earnings-season.html)

• CNBC’s Jim Cramer shared some insights into how to find winning companies during this earnings season.
• Cramer broke down the names he’s watching into categories: continually good quarter (or continued excellence), first good quarter, last bad quarter, first bad quarter and confusing quarter.

Cramer’s earnings season recap –

• Continually good quarters — PHM, SHW , GE, GOOGL, MSFT, NXPI
• First good quarter – MMM,
• Last bad quarter — DHR [will buy right here, right now]
• First bad quarter — RTX
• Confusing quarter – GEHC [waiting for come down for charitable trust], GM

(2) Executive Interview: GE HealthCare CEO on advances in Alzheimer’s treatment: ‘A breakthrough moment for patients’ (https://www.cnbc.com/2023/07/25/ge-healthcare-ceo-touts-breakthrough-moment-for-alzheimers-patients.html)

• CEO of GE HealthCare Peter Arduini discussed his company’s earnings, progress in Alzheimer’s treatment and the use of AI with CNBC’s Jim Cramer on Tuesday.
• “It’s just a breakthrough moment for patients. This is such an important window of time here,” Arduini said. “I think we’ll look back on … how some of these new therapies coming out are really driving change.”

Ticker: GEHC

(3) [No Video Clip for non-Club Members] If you’re worried about consumer credit nothing from Equifax should freak you out, says Jim Cramer (https://www.cnbc.com/video/2023/07/25/if-youre-worried-about-consumer-credit-nothing-from-equifax-should-freak-you-out-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at consumer credit.

Ticker: DFS, EFX, AXP

“Bottom Line: I don’t currently see anything worrying on the consumer credit front.”

(4) [No Video Clip for non-Club Members] New IPO Oddity Tech’s balance sheet is pristine, says Jim Cramer (https://www.cnbc.com/video/2023/07/25/new-ipo-oddity-techs-balance-sheet-is-pristine-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at new IPO Oddity Tech, a company that uses A.I. to make cosmetics.

Ticker: ODD

(5) Cramer’s Lightning Round: Zimmer Biomet is a buy (https://www.cnbc.com/2023/07/25/cramers-lightning-round-zimmer-biomet-is-a-buy.html)

• Zimmer Biomet: “Turn on the jets, I say buy, buy, buy ZBH.”
• Vital Energy: “I got to tell you, I do not share your enthusiasm. I do prefer, as you know because you are a member of the club, Pioneer, PXD… It is the way to to go.”
• HighPeak Energy: “There are companies that are shorting it, and there are hedge funds that don’t like it. And I got to tell you, insiders are buying the stock, and I am a believer in HighPeak Energy. I think it’s a great situation to be a buyer of right here, it is speculative.”
• Activision Blizzard: “No, we ring the register Activision, and we roll right into Take-Two Interactive, which is incredibly cheap right now.”

Ticker: ZBH [buy buy buy] , VTLE [I prefer PXD], HPK [buy buy buy; but speculative], ATVI [ring the register]

(6) [No Video Clip for non-Club Members] The bear to bull pivot in this market was a lot harder to figure out than usual, says Jim Cramer (https://www.cnbc.com/video/2023/07/25/the-bear-to-bull-pivot-in-this-market-was-a-lot-harder-to-figure-out-than-usual-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talk the bears and bulls of the current market.

Other Stocks Discussed (Call with Listeners): Celsius Holdings (CELH) [stick with CELH], Black (BLK) [terrific core holding], PayPal (PYPL) [slowing growth], P&G (PG) [absolute favorite]

Ref: Links to other sites that relate to episode of July 25, 2023

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

Disclaimer

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