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This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Thursday, September 7, 2023. It also contains links to CNBC sites which contain video clips and transcripts.
(1) Cramer says stick with Apple despite reports of China government iPhone ban (https://www.cnbc.com/2023/09/07/cramer-says-stick-with-apple-despite-reports-of-china-gov-iphone-ban.html)
- CNBC’s Jim Cramer told investors not to sell Apple, saying he has confidence the company will adapt even if China has banned iPhones for its government employees.
- “Apple can reinvent itself in another way if China somehow becomes problematic because that, not its excellent phones, is how it got to be a $3 trillion business in the first place,” Cramer said.
“Bottom Line: If the Chiefs lose, it’ll bever fly to think their best days are behind them.. somehow we put up with it constantly in business media.”
(2) Cramer reviews Lululemon’s Q2 earnings, says it’s not too late to buy (https://www.cnbc.com/2023/09/07/cramer-reviews-lululemons-q2-earnings-says-its-not-too-late-to-buy.html)
- CNBC’s Jim Cramer reviewed Lululemon’s Q2 earnings to show how the company is growing after it struggled when the Covid at-home workout and athleisure craze subsided.
- “In an environment where so many retailers are struggling, it’s worth paying up for an outfit like Lululemon which is doing much, much better year over year with management at the top of its game,” Cramer said.
Ticker: LULU
“Bottom Line: I think its not too late to get back into LULU – The brand seems as strong as ever.”
(3) [No Video Clip for non-Club Members] High-yielding REITs took a hit from the rate environment, says Jim Cramer (https://www.cnbc.com/video/2023/09/07/high-yielding-reits-took-a-hit-from-the-rate-environment-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer has his eye on REITs to buy right now.
Boston Properties (BXP) (-2%), VICI Properties (VICI) [-4%; long term Cramer fave] , Federal Realty Investment (RFT) [-3%]
“Bottom Line” When the high for rates is put in, I think these REITs will be ale to rebound.”
(4) [No Video Clip for non-Club Members] Executive Interview: Clearwater Analytics CEO Sandeep Sahai goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/09/07/clearwater-analytics-ceo-sandeep-sahai-goes-one-on-one-with-jim-cramer.html)
‘Mad Money’ host Jim Cramer sits down with Clearwater Analytics CEO Sandeep Sahai.
Ticker: CWAN
(5) Cramer’s Lightning Round: Stay away from VinFast (https://www.cnbc.com/2023/09/07/cramers-lightning-round-stay-away-from-vinfast.html)
- Norfolk Southern: “It’s the cheapest I’ve seen in a very long time, I would buy it. Let’s say you wanted to buy 200 shares, I would buy 50 right here and then I would wait literally, I’d say about a quarter percent down and then buy it again…that’s how you have to buy it, though, in stages.”
- Sofi: “I Like it…Stock has doubled, I think it has further to go.
- VinFast: “No. No, no, this is not a company you want to be involved with…I don’t like anything about it, not a lot of cars sold. Please stay away from this, it’s the kind of thing that should not be public.”
- PG&E: “Absolutely!”
- Arrowhead Pharmaceuticals: “I’m not recommending any stocks that are losing money. That’s my problem is I got to find out more, because I have had a ban on stocks that are losing money, it’s too hard out here.”
- Accenture: “Julie Sweet is so good, she’s the CEO, and it is just such a good company, and people don’t even know what they do. They help you figure out how to deal with technology, they’re digitizers.”
- Alnylam Pharmaceuticals: “They are losing money so much, I can’t go for it…We’re going to have to stay away.”
Ticker: NSC [buy buy buy], SOFI, VFS [stay away], LYV, PCG, AEP, ACN [buy buy buy]
(6) [No Video Clip for non-Club Members] China’s iPhone ban could all be because of AI, says Jim Cramer (https://www.cnbc.com/video/2023/09/07/chinas-iphone-ban-could-all-be-because-of-ai-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks the impact of China’s iPhone ban on Apple and what could be behind it.
Other Stocks Discussed (Calls with Audiences):Applied Materials (AMAT) [I like that], Energy Transfer (ET) [buy buy buy], McDonalds (MCD) [buy buy buy], Medical Properties Trust (MPW), (Ready Capital (RC) [I don’t want you to own it], Crown Castle (CCI) [stay away]
Ref: Links to other sites that relate to episode of September 7, 2023
- Google Podcast (Sound）
- Internet Archive（Video & Texts per minute）
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