Mad Money: 2023年8月9日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年8月9日(水)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 says investors need to buy stock before its big move, not after (https://www.cnbc.com/2023/08/09/cramer-tells-investors-they-need-to-buy-stock-before-its-big-move.html)

• CNBC’s Jim Cramer on Wednesday explained why he thinks investors should never buy stock immediately after a big move.
• “Here’s the way this market works: Something will be happening for weeks or even months on end, but most investors pay no attention whatsoever,” Cramer said. “By the time it dawns on them that something big is going on and they finally take action, it’s either really late or it’s already over.”

Ticker: HAL [sold some from Charitable Trust], LLY, STZ [rather sell than buy here], CELH [wait for better opportunity to buy], NVDA [own it don’t’ trade stock]

 

(2) [No Video Clip for non-Club Members] Executive Interview: Kellogg Co. CEO Steve Cahillane goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/08/09/kellogg-co-ceo-steve-cahillane-goes-one-on-one-with-jim-cramer.html)

Kellogg CEO Steve Cahillane goes one-on-one with ‘Mad Money’ host Jim Cramer to talk the spinoff ahead for the company, quarterly earnings and more.

Ticker: K, KLG

 

(3) Executive Interview: After divesting Barstool Sports, Penn Entertainment CEO says Dave Portnoy is the only ‘natural owner’ for the company long term (https://www.cnbc.com/2023/08/09/penn-entertainment-ceo-says-portnoy-is-barstools-only-natural-owner-.html)

• Penn Entertainment CEO Jay Snowden told CNBC’s Jim Cramer and CNBC’s Contessa Brewer that Barstool Sports founder David Portnoy was the only ‘natural owner’ for the company in the long run.
• “They’re not a company and a brand, I think we all came to this conclusion, that should be owned by a publicly traded, highly regulated licensed gaming company,” Snowden said of Barstool.

Ticker: PENN

 

(4) [No Video Clip for non-Club Members] ‘I am bullish on hydrogen trucks’, says Dana CEO James Kamsickas (https://www.cnbc.com/video/2023/08/09/i-am-bullish-on-hydrogen-trucks-says-dana-ceo-james-kamsickas.html)

Dana Chairman and CEO James Kamsickas joins ‘Mad Money’ host Jim Cramer to talk the EV market, how Dana operates in the space, the future of clean energy and more.

Ticker: DAN

 

(5) Cramer’s Lightning Round: Oracle is a buy (https://www.cnbc.com/2023/08/09/cramers-lightning-round-oracle-is-a-buy.html)

• Medtronic: “I want you to keep it small because the one we’re buying is GE Healthcare because we’re going to be in the MRI business.”
• Public Service Enterprise Group:“It’s got a good yield, it’s a very solid company. But, you know what, I’m switching over to the pipeline companies, I think you should go get the double yield with the Enbridge…Keep paying PEG, take the Enbridge dividend to pay the PEG.”
• Fisker: “No, that’s more of a charity.”
• Adtran: “Not a fan. Not a fan of Adtran, losing a lot of money.”
• Marvell: ”…I want to be careful here, I am not going to tell you to buy Marvell at 60 when I think you can get it at 54, 55.”
• Con Edison: “We’ve liked ConEd since the show’s started…I’m having people pivot to Enbridge with a 7%. I just feel like we get that 7% yield, that stock goes higher, and then we can look all we want when it comes to ConEd.”
• Oracle: “Are you kidding me? You buy more, it’s in the bullpen! Jeff and I have been talking about buying Oracle.”

Ticker: MDT, PEG, FSR, ADTN, MRVL, ED, ORCL [in bullpen]

 

(6) [No Video Clip for non-Club Members] Without the threat of EVs it’s easier for crude prices to keep climbing, says Jim Cramer (https://www.cnbc.com/video/2023/08/09/without-the-threat-of-evs-its-easier-for-crude-prices-to-keep-climbing-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks crude oil prices, the EV market and how to trade in the energy space right now.

 

Other Stocks Discussed (Call with Listeners): Rocket Companies (RKT) [if the Feds starts curring rates, this stock probably go up another 50% but I think still a couple of rate hikes] Broadcom (AVGO) [I like the stock very much, I will pay $800, not $850]

 

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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