Mad Money: 2023年8月3日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年8月3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 talks consumer behavior, breaks down Apple and Amazon earnings (https://www.cnbc.com/2023/08/03/cramer-talks-consumer-behavior-breaks-down-apple-and-amazon-earnings.html)

• CNBC’s Jim Cramer on Thursday examined consumer behavior before and after the pandemic, grappling with this tricky topic in the wake of two huge companies’ after market close earnings reports, Apple and Amazon.
• “I get it, there’s endless pontification about what the consumer is up to, because we’re in a consumer-led, service-oriented economy,” Cramer said. “But sometimes you have to recognize that we just don’t have a bead on the consumer, and we can’t force some interpretation on a confusing set of facts, because that’s how you end up losing money.”

Ticker: PFE, WBA, AAPL, AMZN

“Bottom Line: Apple and Amazon put up incredible numbers – it makes it tough to doubt the consumer.”

 

(2) Executive Interview: Etsy CEO says the company is seeing a new all-time high of active buyers (https://www.cnbc.com/2023/08/03/etsy-ceo-says-the-is-seeing-a-new-all-time-high-of-active-buyers.html)

• Following Etsy’s Thursday earnings report, CEO Josh Silverman explained how his company is trying to boost revenue.
• “Etsy experienced extraordinary gains during the pandemic, and unlike so many other companies, we’ve held almost all of those gains,” Silverman told CNBC’s Jim Cramer. “And so now, the next step for Etsy is to show that we can grow on top of those enormous gains from the pandemic.”

Ticker: ETSY

 

(3) [No Video Clip for non-Club Members] Chart Week: Jim Cramer takes a closer look at gold and the dollar for Chart Week (https://www.cnbc.com/video/2023/08/03/jim-cramer-takes-a-closer-look-at-gold-and-the-dollar-for-chart-week.html)

Carley Garner, DeCarleyTrading.com, joins ‘Mad Money’ host Jim Cramer to talk the U.S. dollar and gold for today’s edition of Chart Week.

Note: When interest rate is high it take investors away from gold

 

(4) [No Video Clip for non-Club Members] Executive Interview: Wipes business continues to grow for us, says Clorox CEO Linda Rendle (https://www.cnbc.com/video/2023/08/03/wipes-business-continues-to-grow-for-us-says-clorox-ceo-linda-rendle.html)

‘Mad Money’ host Jim Cramer sits down with Clorox CEO Linda Rendle to talk quarterly earnings, the state of the consumer and more.

Ticker: CLX

 

(5) Cramer’s Lightning Round: Stanley Black & Decker is a buy (https://www.cnbc.com/2023/08/03/cramers-lightning-round-stanley-black-decker-is-a-buy.html)

• Ultra Clean: “I like Ultra Clean Holdings very much, but the problem is is that I really like the industrial gases that are delivered by Ultra Clean and that means you should buy Linde, which is owned by my charitable trust.”
• Nikola: “Nikola is a meme stock, it’s a controlled stock. It doesn’t have anything to do with what’s really going on at the company. It’s got a very big short position, it can continue to go or not.”
• Pioneer: “Pioneer is a charitable trust name, they had a fantastic quarter. I know that the opportunity is very vast because it is the lowest cost producer of oil in our country. So I am a buyer of Pioneer at $229.”
• Stanley Black & Decker: ”…they’re doing incredibly well, I can’t believe that the stock’s back under $100, because I think you [buy, buy, buy].”
• Allegro Microsystems: “It’s expensive, I know that everybody wants to buy anything involving any kind of semiconductor. I don’t like that, I want to hold off and let that group come in.”
• TotalEnergies: “I do like Pioneer more than Total, I think Pioneer is a better run company and I would rather see you in PXD.”

Ticker: UCTT, NKLA, PXD,  SWK [buy buy buy], ALGM, TTE, BX

 

(6) [No Video Clip for non-Club Members] Right now small business has a lot of advantages over big business, says Jim Cramer (https://www.cnbc.com/video/2023/08/03/right-now-small-business-has-a-lot-of-advantages-over-big-business-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the small business sector.

Ticker: SHOP, ETSY, ADBE

 

Other Stocks Discussed (Call with Listeners): Costco (COST) [I will buy more for my 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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