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This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Thursday, July 27, 2023. It also contains links to CNBC sites which contain video clips and transcripts.
(1) Despite a down day for the Dow, Cramer sees a lasting positive change in the market (https://www.cnbc.com/2023/07/27/despite-a-down-day-for-the-dow-cramer-sees-a-change-in-the-market-.html)
- Despite a down day for the Dow, CNBC’s Jim Cramer on Thursday told investors he sees a lasting change in the market, not just an ephemeral rally.
- “I think it means that we may be back in business-as-usual mode, not back to pre-covid, not pre-financial crisis, but back to the ’80s and ’90s when stocks were the best asset class and everything else seemed like a waste of time,” Cramer said.
- But Cramer emphasized that only time can tell if his theory proves to be correct.
“Bottom Line: stocks can still drop but the jo we used to feel about the market might be back.”
(2) Executive Interview: Otis CEO Judy Marks goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/07/27/otis-ceo-judy-marks-goes-one-on-one-with-jim-cramer.html)
Otis CEO Judy Marks sit down with ‘Mad Money’ host Jim Cramer to talk the company’s service growth, lowering new equipment outlook and hitting a new 52-week high post earnings.
Ticker: OTIS
(3) [No Video Clip for non-Club Members] Jim Cramer on why Magnificent Seven stocks remain critical to stock market’s momentum (https://www.cnbc.com/video/2023/07/27/jim-cramer-on-why-magnificent-seven-stocks-remain-critical-to-stock-markets-momentum.html)
‘Mad Money’ host Jim Cramer gives his take on the ‘Magnificent Seven’ as some of its companies have reported earnings.
Ticker: TSLA [buying opportunity], GOOGL MSFT [way too negative, buying opportunity], META []
“Bottom Line: I think meta delivered the best quarter so far and has the potential for more upside.”
(4) Executive Interview: AGCO CEO Eric Hansotia goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/07/27/agco-ceo-eric-hansotia-goes-one-on-one-with-jim-cramer.html)
AGCO CEO Eric Hansotia sits down with ‘Mad Money’ host Jim Cramer to talk grain prices increasing due to the war on Ukraine and how it is a tailwind.
Ticker: AGCO
(5) Cramer’s Lightning Round: Topgolf Callaway Brands is a buy (https://www.cnbc.com/2023/07/27/cramers-lightning-round-topgolf-callaway-brands-is-a-buy.html)
- Topgolf Callaway Brands: “Stock’s been disappointing, and I think it’s rather strange because the business itself is very good. I think you should buy the stock.”
- Idexx Laboratories: “Ok, I like Idexx, but Zoetis is crushing them. I think Zoetis is the way to go when it comes to animal health.”
- Teladoc Health: “All right, they had a very good quarter today. I think a lot of people are going to upgrade the stock now that they finally showed some upside momentum. I think you’re ok for a trade but not for long.”
- Lucid Group: “I don’t like Lucid, I like Rivian. I think Rivian’s real. I know there’s a big short position, but I think Rivian’s delivering exactly what you want, and I think they’ve got, they’ve got a team there that I think is a little bit better than people realize.
- JD.Com: “This is so tough for me because Alibaba is one of the only ones I think has really got the momentum in China, and they’re also dividing in two, you can get their cloud business, which is really terrific, and that’s the only one.”
Ticker: MODG , IXX, TDOC, , LCID, JCI, JD
(6) Despite Thursday’s drop, Cramer predicts success for Chipotle (https://www.cnbc.com/2023/07/27/despite-thursdays-drop-cramer-predicts-success-for-chipotle.html)
- CNBC’s Jim Cramer said he sees success ahead for fast-food chain Chipotle, even though its stock fell nearly 10% on Thursday.
- “We all want foresight, not hindsight,” Cramer said. “Yet nobody ever wants to hear that they’ll look back on this moment and kick themselves for missing out on a terrific buying opportunity.”
Ticker: CMG, HON [owned by Charitable Trust; time to build back], ALGN
Other Stocks Discussed (Call with Listeners): Lowe’s (LOW) [wait for pull back and buy some], Walmart (WMT) [buy some tomorrow, let them come down and buy more], Berkshire Hathaway (BRK-B) [you should buy] , Palo Alto Networks (PANW) [let it come in and buy some more], Digital Turbine (APPS) [against this one, low value but does snot have enough growth, lets hold off]
Ref: Links to other sites that relate to episode of July 27, 2023
- Google Podcast (Sound）
- Internet Archive（Video & Texts per minute）
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