Mad Money: 2023年7月20日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年7月20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 picks his winners as the market starts to look outside of tech (https://www.cnbc.com/2023/07/20/cramer-picks-his-winners-as-the-market-starts-to-look-outside-of-tech.html)

• After a down day for his tech stocks, CNBC’s Jim Cramer picked winners he thinks will thrive in a broadening market.
• Cramer highlighted stocks in a variety of sectors, including health care, transportation, utilities and retail.

Behind the Broadening: NFLX, TSLA, TSMC

Best of the Broadening: health care (LLY, JNJ, ABT), Financials (JPM, WFC, BOA, MS, GS), Retail (TGT, WAL, COST DG), Utilities (SRE, PCG, AEP), Transportations (CPKC)

 

(2) [No Video Clip for non-Club Members] The cloud space has changed a lot over past year, for the better, says Jim Cramer (https://www.cnbc.com/video/2023/07/20/the-cloud-space-has-changed-a-lot-over-past-year-for-the-better-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks growth in the cloud space.

Third-Tier Could Comeback — percent off of low: Cloudflare (NET) [80%], Bill Holdings (BILL) [89%], Adobe (ADBE) [88%), ZScaler (ZS) [74%]

 

(3) [No Video Clip for non-Club Members] Off-the-Chart: The market could be impacted by forced selling in the Magnificent Seven, says Jim Cramer (https://www.cnbc.com/video/2023/07/20/the-market-could-be-impacted-by-forced-selling-in-the-magnificent-seven-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer hits the charts to dig into the NASDAQ-100 rebalance.

 

(4) [No Video Clip for non-Club Members] Executive Interview: SAP SE CEO Christian Klein goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/07/20/sap-se-ceo-christian-klein-goes-one-on-one-with-jim-cramer.html)

SAP CEO Christian Klein joins ‘Mad Money’ host Jim Cramer to discuss Q2 earnings, its partnership with Halliburton and more.

Ticker: SAP

 

(5) Cramer’s Lightning Round: KeyCorp is a buy (https://www.cnbc.com/2023/07/20/cramers-lightning-round-keycorp-is-a-buy.html)

• Illumina: “That’s too much, that’s too much. Illumina is not even as good as Danaher. Be careful, that’s too much Illumina.”
• Compass Pathways: “Treatment resistant depression is incredibly difficult, no one’s really had a handle on it. J&J does have a good drug for it right now, but it’s just very, very difficult.”
• KeyCorp: “Today they reported a disappointing number. Ok, so the stock got hammered immediately , and then bingo! It reverses and goes up. It is time to buy the stock of KeyCorp, which is an excellent company.”
• Eaton: “Then you’ve done well, and that new change in management has done incredibly well. It is really the linchpin of the entire change going towards electric vehicles. You are smart, you’ve got a horse sense.”
• Verve Therapeutics: “Verve is trying to do that, and it would be remarkable if it does it, because many people are taking some very difficult drugs to reduce cholesterol. Some of us are allergic to them, and it’s really been unbelievable if we could find something like this. So it would be fabulous, but it’s very speculative.”
• Informatica: “Informatica, I like them before it went private, I liked it after. But the problem is now there are too many companies who do exactly what Informatica does, although they do it really well, and that’s what’s causing the problem, that’s what keeps me from saying buy, buy, buy.”
• ASML Holding: “The quarter was good, but it didn’t matter because Taiwan Semi said that they don’t need as much capital equipment, and they’re the largest capital equipment buyer in the country. I think you got to wait three days before ASML is going to bottom, probably get it around six hundred.”

Ticker: ILMN, CMPS, KEY [time to buy], ETN, VERV, INFA, ASML   ,

 

(6) Netflix and Tesla stock will work their way back up after Thursday’s plunge, Cramer says (https://www.cnbc.com/2023/07/20/netflix-and-tesla-stock-will-go-back-up-after-plunge-cramer-says.html)

• CNBC’s Jim Cramer said he thinks tech giants Netflix and Tesla will be only temporarily down and will come back up.
• “The thing is, every time these stocks swoon, the declines look so justified, so reasonable, that they scare people away,” Cramer said.
• “But when you’ve got fantastic management and phenomenal products, you tend to win out over the long term, despite these speed bumps.”

Ticker: NFLX, TSLA

 

Other Stocks Discussed (Call with Listeners): Home Depot (HD) [I like HD, I like LOW too], Paramount (PARA) [cannot recommend], SoundHound (SOUN) [I don’t like the company], Kroger (KR)

 

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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