Mad Money: 2023年8月22日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年8月22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 says these stocks do well in an economic slowdown (https://www.cnbc.com/2023/08/22/cramer-says-these-stocks-do-well-in-an-economic-slowdown.html)

• CNBC’s Jim Cramer said he’s not sure if the economy is headed for a slowdown, but on Tuesday he looked at stocks that could do well in that landscape.
• “I don’t know if we’re headed for a slowdown, but I do know it makes sense to dip your toe into the consumer packaged-goods stocks, true recession stocks, if only so that you’ll have all your bases covered, and because they’ve gotten cheap,” Cramer said.

Ticker: M, PEP, MDLZ, PG, HSY, CLX, STZ, K

 

(2) [No Video Clip for non-Club members] Jim Cramer highlights his favorites out of this month’s biggest losers (https://www.cnbc.com/video/2023/08/22/jim-cramer-highlights-his-favorites-out-of-this-months-biggest-losers.html)

‘Mad Money’ host Jim Cramer talks his favorite stocks out of the S&P 500′s biggest losers this month.

Hot Temps, Cooling stock August Pullbacks: HST [-14%], ROK [-13%], RL [-14%], EXPE [-11％], ISRG [-11％]

“Bottom Line: I think HST, ROK, RL, EXPE, ISRG are worth buying into their weakness.”

 

(３) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer hits the charts to see what is ahead for the 10-Year Treasury (https://www.cnbc.com/video/2023/08/22/jim-cramer-hits-the-charts-to-see-what-is-ahead-for-the-10-year-treasury.html)

‘Mad Money’ host Jim Cramer takes a look at charting for the 10-Year Treasury to see what is ahead for bond rates.

“Bottom Line: The charts suggest Treasuries are underpriced & the spread with stock will narrow .. That said, the chartist is pretty confident about S&P 500.”

 

(4) Executive Interview: Lowe’s CEO talks about expanding offerings at rural locations: ‘This is a passion project for me’ (https://www.cnbc.com/2023/08/22/lowes-ceo-talks-expanding-rural-locations-offerings.html)

• Lowe’s CEO Marvin Ellison discussed his company’s expansion in rural areas with CNBC’s Jim Cramer on Tuesday.
• “I grew up in a town of less than 10,000 people with two stoplights, and I lived 12 miles in the country from the 10,000 people, so I understand the rural experience really well, and this is passion project for me,” Ellison said. “Our goal is to give these customers a one-stop shopping experience.”

Ticker: LOW

 

(5) Cramer’s Lightning Round: Marathon Oil is a buy (https://www.cnbc.com/2023/08/22/cramers-lightning-round-marathon-oil-is-a-buy.html)

• Marathon Oil: “I think it’s a very inexpensive stock, I think you should buy it here.”
• Enphase: “Enphase just keeps going down…I think at this price it does seem very cheap. I don’t know…It is just an unmitigated disaster, that’s because it needs financing.”
• Coherent: “They have a lot of different semiconductor-like components, but they’re not making money, and we’re just not going to recommend a stock that’s not making money.”
• Icahn Enterprises: “What a mess. I have no idea what it is, I have no idea how it makes its money. I just think it’s totally opaque. I say stay away.”
• Barrick Gold: “Look, I think gold is an insurance company, it’s like asking me, ‘is it a good time to buy car insurance.’ I always want to own some gold.”

Ticker: MRO, ENPH, COHR, IEP, GOLD

 

(6) Cramer says tech has a ‘well-deserved premium’ because of stocks like Nvidia (https://www.cnbc.com/2023/08/22/cramer-cites-nvidia-for-well-deserved-premium-of-tech-stocks.html)

• CNBC’s Jim Cramer on Tuesday reiterated his faith in tech stocks like Nvidia.
• A cover story he read in Money Magazine 40 years ago about the value of tech stocks helped change his mind, Cramer said.

 

Other Stocks Discussed (Call with Listeners): Southwest (LUV) [hold, but not buy any more], Netflix (NFLX) [good company], Wendy’s (WEN) [WEN is too cheap, the yield is good, I think the stock could be up 10% in a flash]

 

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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