Mad Money: 2023年7月13日(木)の放送の要点

2023年7月13日(木)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) 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]

参考: この日の放送に関するその他のサイトへのリンク 

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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