Mad Money: 2023年7月25日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年7月25日(火)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 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]

 

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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