Mad Money: 2023年8月8日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年8月8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 tells market skeptics to focus on solid companies, not day-to-day action (https://www.cnbc.com/2023/08/08/cramer-tells-market-skeptics-to-focus-on-solid-companies.html)

• CNBC’s Jim Cramer on Tuesday told investors they should focus on finding companies with solid products and long-term potential instead of concerning themselves too much with day-to-day fluctuations.
• Cramer gave two case studies of companies he sees as long-term success stories: semiconductor manufacturer Nvidia and drugmaker Eli Lilly.

Ticker: LLY, NVDA, AYX

 

(2) [No Video Clip for non-Club Members] Executive Interview:  Magellan Midstream CEO goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/08/08/magellan-midstream-ceo-goes-one-on-one-with-jim-cramer.html)

‘Mad Money’ host Jim Cramer sits down with Magellan Midstream Partners President and CEO Aaron Milford to talk energy logistics, a possible merger and more.

Ticker: MMP

 

(3) [No Video Clip for non-Club Members] Executive Interview RBI Chairman Patrick Doyle sits down with Jim Cramer (https://www.cnbc.com/video/2023/08/09/rbi-chairman-patrick-doyle-sits-down-with-jim-cramer.html)

RBI Chairman Patrick Doyle sits down with ‘Mad Money’ host Jim Cramer to talk Q2 results, international business and more.

Ticker: QSR

 

(4) Executive Interview: Eli Lilly CEO on meeting demand for expected obesity drug Mounjaro: ‘It’s my top priority’ (https://www.cnbc.com/2023/08/08/eli-lilly-ceos-top-priority-is-meeting-demand-for-mounjaro-and-drugs.html)

• Eli Lilly CEO Dave Ricks told CNBC’s Jim Cramer about how the company plans to keep up with demand for its drugs, especially Mounjaro, which has been approved to treat diabetes and is expected to soon be cleared to treat obesity.
• Eli Lilly stock surged 15% Tuesday after its better-than-expected earnings report.

Ticker: LLY

 

(5) Cramer’s Lightning Round: Pass on Crocs (https://www.cnbc.com/2023/08/08/cramers-lightning-round-pass-on-crocs.html)

• Crocs: “I like Crocs, but I worry about the fad aspect…so I’m going to have to take a pass on it.”
• Zscaler: ”…I’m worried about Microsoft actually going into competition with Zscaler… so I’m going to say you want to avoid that one.”
• EPR Properties: ”…They are not worth our trust…I am saying that they have been too episodic in the way they report their earnings…honest guys, episodic numbers, pass!”
• General Dynamics: “I think General Dynamics is a buy.”
• Becton, Dickinson and Co.: “They are such a well-run outift. I got to tell you, I wish we owned that for the club.”

Ticker: CROX, ZS, EPRG, GD, BDX

 

(6) [No Video Clip for non-Club Members] If you called the economy wrong, admit it, says Jim Cramer (https://www.cnbc.com/video/2023/08/08/if-you-called-the-economy-wrong-admit-it-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks lessons and warnings from short sellers.

Ticker: W, CVNA, SKT

 

Other Stocks Discussed (Call with Listeners): Nextera Energy (NEE) [stay put, its too low], Palo Alto (PANW) [worth owning]

 

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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