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CNBC「Mad Money」エピソードのまとめ

Mad Money: 2023年8月1日(火)の放送の要点

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    • 2023年8月2日 12:42 AM #17054
      暮眞★潤 (Jun Kurema)
      キーマスター

      2023年8月1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 breaks down July’s top 15 stocks in the Russell 1000 (https://www.cnbc.com/2023/08/01/cramer-breaks-down-julys-top-15-stocks-in-the-russell-1000.html)

      • CNBC’s Jim Cramer on Tuesday broke down the the top 15 performers in the Russell 1000 during the month of July, telling investors what he thinks might just be market froth.
      • “If you want to spot froth, you need to keep an eye on the stocks that are soaring and figure out if there’s anything real behind those moves or if they’re phony,” Cramer said.

      Froth-O-Meter: QS [danger zone – sell sell sell], ROKU [Medium – much better situation than we thought], WAL [Low froth – Recent rally in WAL could be justified], ZION [Low froth – more room to run], TNDM [too Frothy – Danger Zone], COIN [Medium froth], SOFI [Low/No froth], PNFP [Low froth – cannot be froth – too cheap] LYFT [too frothy], PLTR [Medium froth – about to start making money], HOOD [Froth], NEWR [Non Froth], NWL [Low], CMA [Low]

      “Bottom Line: The vast majority of these aside from QS & HOOD, represent substance.”

       

      (2) [No Video Clip for non-Club Members] Executive Interview: Rockwell Automation CEO Blake Moret goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/08/01/rockwell-automation-ceo-blake-moret-goes-one-on-one-with-jim-cramer.html)

      ‘Mad Money’ host Jim Cramer sits down with Rockwell Automation CEO Blake Moret to talk quarterly earnings, full-year outlook and more

      Ticker: ROK

       

      (3) [No Video Clip for non-Club Members] Chart Week: Jim Cramer’s taking a bite out of technicals for Chart Week (https://www.cnbc.com/video/2023/08/01/jim-cramers-taking-a-bite-out-of-technicals-for-chart-week.html)

      ‘Mad Money’ host Jim Cramer kicks off ‘Chart Week’ with Carolyn Boroden, ElliottWaveTrader.net, breaks down her approach to charting.

      Bitcoin, JPM, SPY

       

      (4) Executive Interview: Pinterest CEO on user growth: ‘Gen Z is our fastest-growing cohort’ (https://www.cnbc.com/2023/08/01/pinterest-ceo-on-user-growth-gen-z-is-our-fastest-growing-cohort.html)

      • Pinterest CEO Bill Ready told CNBC’s Jim Cramer the company is seeing significant user growth, especially with Gen Z users.
      • Pinterest reported $708 million in revenue, topping $696 consensus estimates along with earnings of 21 cents per share, adjusted, versus 12 cents expected, according to Refinitiv.

      Ticker: PINS

      (5) Cramer’s Lightning Round: Verizon is ‘going nowhere’ (https://www.cnbc.com/2023/08/01/cramers-lightning-round-verizon-is-going-nowhere.html)

      • Verizon: “The fact is is that we don’t want to buy a stock just for its dividend, but if it’s not growing. Verizon to me has lost its way, I don’t think its management is very crisp anymore, and I don’t care where you bought it, I care where it’s going, and I think it’s going nowhere.”
      • Pacwest Bancorp: “Ka-ching! Ka-ching! and congratulations, you are, my friend, a visionary.”
      • U-Haul: “It’s a very inexpensive stock, I think you’re absolutely right, I like everything you said about it. And I will add to it the fact that I think it is unheralded and is going higher, even though it’s already up 30% for the year.”
      • BP: “I thought the earnings were a yawner. I do not buy stocks to yawn, I read my books to yawn. I don’t buy stocks to yawn. I don’t think there’s anything there that is exciting. I say ix-nay BP-nay.”
      • Evolv:“You’ve got a good one, too, but Leidos, LDOS, is my favorite.”

      Ticker: VZ [it’s going nowhere], PACW, PCAR, UHAL, BP, EVLV

       

      (6) [No Video Clip for non-Club Members] Odds might favor bankruptcy in Tupperware’s case, says Jim Cramer (https://www.cnbc.com/video/2023/08/01/odds-might-favor-bankruptcy-in-tupperwares-case-says-jim-cramer.html)

      ‘Mad Money’ host Jim Cramer takes a closer look at Tupperware after stocks recent surge.

      Ticker: TUP

       

      Other Stocks Discussed (Call with Listeners): Netflix (NFLX) [good quarter, the stock will go higher], Chewy (CHWY) [I like CHWY], Kenvue (KVUE), (HOG) Harley-Davidson

       

      参考: この日の放送に関するその他のサイトへのリンク 

      Disclaimer

      ****************************

      前回のエピソード 次回のエピソード

       

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