Mad Money: 2023年8月15日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年8月15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 points out stocks to watch as China’s economy slows down (https://www.cnbc.com/2023/08/15/cramer-points-out-stocks-to-watch-as-chinas-economy-slows-down.html)

• After China’s weak economic data, Jim Cramer told investors which stocks to watch.
• He named companies from the homebuilding, aerospace, infrastructure, tech and health-care sectors.

Fallback Themes — (i) Infrastructure: CAT, NUE, STRL, J, MTZ, CARR; (ii) Aerospace: BA, GE, HON; (iii) Drug Companies: AMGN, LLY; (iv) Housing: LEN, TOLL, HD, DHI; (v) Tech: NVDA, AMZN, GOOGL, META

“Bottom Line: Be prepared for pain, but remember it can be a buying opportunity if you’re prepared for it.”

 

(2) [No Video Clip for non-Club Members] Executive Interview: Coterra Energy CEO Tom Jorden goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/08/15/coterra-energy-ceo-tom-jorden-goes-one-on-one-with-jim-cramer.html)

Coterra Energy Chairman, President and CEO Tom Jorden goes one-on-one with Jim Cramer to talk production guidance, quarterly earnings results and more.

Ticker: CTRA

 

(3) [No Video Clip for non-Club Members] It’s worth buying Builders FirstSource on weakness as mortgage rates move higher, says Jim Cramer (https://www.cnbc.com/video/2023/08/15/its-worth-buying-builders-firstsource-on-weakness-as-mortgage-rates-move-higher-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into Builders FirstSource stock.

Ticker: BLDR

“Bottom Line: I hate to chase, but I think BLDR is worth buying gradually into weakness.”

 

(4) Executive Interview: Norfolk Southern CEO on Ohio derailment: ‘We’re making promises, and we’re keeping promises’ (https://www.cnbc.com/2023/08/15/norfolk-southern-ceo-on-ohio-derailment.html)

• Norfolk Southern CEO Alan Shaw told CNBC’s Jim Cramer how the railroad and transportation company is trying to better its safety measures.
• Norfolk Southern fell about 3% on Tuesday.

Ticket: NSC

 

(5) Cramer’s Lightning Round: Don’t touch ChargePoint (https://www.cnbc.com/2023/08/15/cramers-lightning-round-dont-touch-chargepoint.html)

• Opendoor: “No, I actually think it’s a bit of a short squeeze. They’re not making any money, and, you know what, it’s one of those situations where it can continue to go higher but not for any fundamental reason, so I can’t get behind it.”
• Nextera Energy: “The money’s coming out of NE and going to Constellation. I think it should reverse itself, but it’s not going to do it necessarily soon.”
• CVS: ”…I’m not going to fight the stock here, I think at eight times earnings, 3.3%, I think it’s fine. I don’t think it’s great, though. Why? Because of shrinkage, because of pilferage, because of those darned plastic things that are like in front of every single thing you want to buy…”
• ChargePoint: “No, ChargePoint’s losing too much money, it’s a commodity business, I do not want to touch it.”
• Volaris: “I don’t really care for it, I’ve got to tell you. I do like the Mexican peso, and I do like Mexico, but the stock has had too big a run, and most of the airlines are retreating, and I think that one is going to, too.”

Ticker: OPEN, NEE, CVS, CHPT, VLRS

 

(6) [No Video Clip for non-Club Members] Big lawsuits are risky for a company like 3M, says Jim Cramer (https://www.cnbc.com/video/2023/08/15/big-lawsuits-are-risky-for-a-company-like-3m-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at 3M’s legal troubles.

Ticker: MMM, JNJ, BHC

 

Other Stocks Discussed (Call with Listeners): Target (TGT) [I like TGT], Papa Johns (PZZA) [YAM is the slow and steady win in the group], United Rentals (URI) [wait for a pull back], Archer Aviation (ACHR) [company is losing too much 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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