Mad Money: 2023年8月16日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年8月16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) 5 market theories Cramer thinks are wrong (https://www.cnbc.com/2023/08/16/5-market-theories-cramer-thinks-are-wrong.html)

• CNBC’s Jim Cramer on Wednesday debunked five recent Wall Street sentiments that he doesn’t share.
• “Lies thrive on Wall Street, either thanks to ignorance or thanks to money managers with a vested interest in pushing stocks lower, but I’d much rather bet on the side of the truth,” Cramer said.

“FACT not fantasy -market narratives 

• Bank woes overdone
• Stop dreading bonds
• Consumer is fine
• China can block sellers
• Tech deserves patience”

 

(2) [No Video Clip for non-Club Member] Pharma stocks are typically shunned by Wall St. when people feel confident about economy: Jim Cramer (https://www.cnbc.com/video/2023/08/16/pharma-stocks-are-typically-shunned-by-wall-st-when-people-feel-confident-about-economy-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the Pharma industry facing off against the federal government over IRA provisions.

Ticker: JNJ (-2%), MRK (-2%), BMY (-15%), PFE (-31%)

 

(3) Cramer examines the potential fallout from a UAW strike but doesn’t think auto shareholders should panic (https://www.cnbc.com/2023/08/16/cramer-examines-uaw-strike-but-doesnt-think-shareholders-should-panic.html)

• CNBC’s Jim Cramer on Wednesday examined the fallout if the United Auto Workers union were to strike.
• “If you already own the automakers, don’t panic and sell these stocks that are already well off their recent highs, because I think most of the bad news is already baked in,” he said.

Ticker: UAW, STLA, GE, F

 

(4) [No Video Clip for non-Club Member] Executive Interview: Synopsys CEO Aart De Geus goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/08/16/synopsys-ceo-aart-de-geus-goes-one-on-one-with-jim-cramer.html)

Synopsys CEO Aart De Geus goes one-on-one with ‘Mad Money’ host Jim Cramer to talk leadership change, quarterly earnings results, tech breakthroughs and more.

Ticker: SNPS

 

(5) Cramer’s Lightning Round: Raytheon is a buy (https://www.cnbc.com/2023/08/16/cramers-lightning-round-raytheon-is-a-buy.html)

• Evolv: “No. Come on, man. I know it’s speculative, but jeez, it’s just so high, it’s moved so high, it doesn’t make any money. We’re going to say ‘ix-nay.’”
• Digital World Acquisition: “Jimmy chill don’t touch that thing. That thing is a blank check company, I’m going to have to take a major league no, hard pass on that.”
• Raytheon: ”…I think it’s time to buy, I’m taking it out of the penalty box right now right here.”
• Paysafe: “No. Payment processing, I’ve had it. Even though it’s profitable, I don’t want anything having to do with payments unless it’s Visa or Mastercard.”
• Prospect Capital: “We have no idea what prospect owns, we can’t do it. I know it’s got that big yield, but we have no idea what’s in it, we’re going to say no to that.”

Ticker: EVLV, RTX [buy buy buy; right here right now], PSFE, PSEC

 

(6) [No Video Clip for non-Club Member] Vinfast reminds me of the colossal failures of Lucid and Nikola, says Jim Cramer (https://www.cnbc.com/video/2023/08/16/vinfast-reminds-me-of-the-colossal-failures-of-lucid-and-nikola-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at EV SPAC Vinfast and why it could be a disaster waiting to happen.

Ticker: VFS

 

Other Stocks Discussed (Call with Listeners): Shopify (SHOP) [hard stock to own but good for a long term]

 

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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