Mad Money: 2023年8月10日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年8月10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 gives his take on Disney’s rally and shares pitfalls to avoid in big market moves (https://www.cnbc.com/2023/08/10/cramer-explains-market-pitfalls-and-gives-his-take-on-disneys-rally.html)

• CNBC’s Jim Cramer on Thursday gave his take on Disney’s nearly 5% jump and shared common mistakes investors make during big market moves.
• He said stocks that are able to go higher amid a wave of selling are usually ones of value

“How to avoid mistakes in this market

1. don’t buy stocks based off one date point
2. 2. use limit orders to buy stocks
3. 3. look to sell, instead of buy, on an up open
4. Find stocks that hold up during a sell-off”

 

(2) [No Video Clip for non-Club Members] The L3Harris-Aerojet Rocketdyne deal is a positive, but the stock doesn’t agree with me: Jim Cramer (https://www.cnbc.com/video/2023/08/10/the-l3harris-aerojet-rocketdyne-deal-is-a-positive-but-the-stock-doesnt-agree-with-me-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at the L3Harris-Aerojet Rocketdyne deal and why the stock reacted negativley.

Ticker: LHX

 

(3) [No Video Clip for non-Club Members] You are getting a buying opprotunity with DraftKings right now, says Jim Cramer (https://www.cnbc.com/video/2023/08/10/you-are-getting-a-buying-opprotunity-with-draftkings-right-now-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks DraftKings stock and why now is a good buying opportunity.

Ticker: PENN, DKNG [buying opportunity]

 

(4) Executive Interview: Ralph Lauren CEO says company’s conservative guidance doesn’t mar his faith in core consumer (https://www.cnbc.com/2023/08/10/ralph-lauren-ceo-says-despite-companys-conservative-guidance-he-has-faith-in-consumers.html)

• After an earnings report that failed to raise full-year guidance, Ralph Lauren CEO Patrice Louvet told CNBC’s Jim Cramer he has faith in the brand’s core consumer.
• Ralph Lauren’s fiscal first-quarter results saw revenue come in at $1.5 billion, topping the $1.48 billion consensus estimate, according to Refinitiv.

Ticker: RL

 

(5) Cramer’s Lightning Round: Wingstop is a buy (https://www.cnbc.com/2023/08/10/cramers-lightning-round-wingstop-is-a-buy.html)

• Public Storage: “I like that…I’m gonna have to say [buy, buy, buy!]”
• Primoris Services: “I don’t know it…I got to do work for you.”
• RingCentral: “I’m not a fan…It’s too crowded, too commoditized, I’m going to have to say no.”
• NetEase: “The only Chinese stock I recommend on this show is Alibaba, and I’m not that keen on owning Chinese stocks.”
• Scotts Miracle-Gro: “They have got to try to fix the notion of being way too dependent upon the gardener…It’s just too dicey a stock for me, and 5% yield is not enough to entice me.”
• Wingstop: “I love Wingstop! Buy, buy, buy!”
• Autodesk: “I’m with you…I have left out Autodesk, and that’s a mistake.”

Ticker: PSA [buy buy buy], PRIM, RNG, NTES, SMG, WING [ buy buy buy], ADSK, PXD

 

(6) [No Video Clip for non-Club Members] Jim Cramer takes a closer look at breakups with benefits (https://www.cnbc.com/video/2023/08/10/jim-cramer-takes-a-closer-look-at-breakups-with-benefits.html)

‘Mad Money’ host Jim Cramer takes a closer look at company ‘breakups’ and how they can be beneficial in the long run.

Ticker: K, CARR, GE, GEHC, CEG

 

Other Stocks Discussed (Call with Listeners): Kinder Morgan (KMI) [not my favorite, OKE and ENB are better stocks], Boeing (BA) [good, charitable trust sold BA too early], Roblox (RBLX) [not recommend a company that is losing money]

 

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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