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2023年8月23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) With retail companies reporting consumer weakness, Cramer says stick with tech (https://www.cnbc.com/2023/08/23/with-retail-companies-reporting-consumer-weakness-cramer-says-stick-to-tech.html)
- CNBC’s Jim Cramer on Wednesday discussed companies that are reporting consumer weakness.
- “When the consumer’s tapped out, or at least more frugal than she used to be, money managers don’t wait around: They flee like rats from a sinking ship and park their money in a more reliable industry,” Cramer said.
Ticker: M, TGT, WMT, NKE, FL, TJX [the only apparel cos. with a decent takeaway are off-price stores like ROSS and TJX], AZO [we are back in a world where it is cheaper to fix your car than buy a new or a used one], AXP, LOW, WSM, AAPL, AMZN [held by charitable trust], NVDA
“Bottom Line: When the consumer’s tapped out, money managers don’t wait around — right now, the money’s moving into enterprise hardware and software.”
(2) [No Video Clip for non-Club members] Jim Cramer looks at stocks that pulled back despite good quarterly earnings (https://www.cnbc.com/video/2023/08/23/jim-cramer-looks-at-stocks-that-pulled-back-despite-good-quarterly-earnings.html)
‘Mad Money’ host Jim Cramer takes a look at five companies that saw stock pullback despite posting decent quarterly results.
Hot Temps, Cold Stocks – August Pullbacks: SCHW [-12%], GEHC [-12%; held for charitable trust; you should buy now], ALB [-10%], NXPI [-10%], ITW [-9%]
“Bottom Line: We’re now up to 15 August losers that can be bought into weakness.”
(3) [No Video Clip for non-Club members] Off-the-Chart: Charts show the change in money supply is moving in the right direction, says Jim Cramer (https://www.cnbc.com/video/2023/08/23/charts-show-the-change-in-money-supply-is-moving-in-the-right-direction-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer hits the charts to compare money supply and the Dow Jones.
(4) Cramer sees opportunity in Dick’s Sporting Goods, despite a rough quarter (https://www.cnbc.com/2023/08/23/cramer-sees-potential-in-dicks-sporting-goods-despite-down-quarter.html)
- CNBC’s Jim Cramer explained Dick’s Sporting Goods disappointing second-quarter results, suggesting there might be a buying opportunity for investors.
- “I think the problems with Dick’s are now baked into the estimates while the longer-term growth opportunities are being ignored,” he said.
(5) Cramer’s Lightning Round: AT&T is “horrendous” (https://www.cnbc.com/2023/08/23/cramers-lightning-round-att-is-horrendous.html)
- Acushnet Holdings: “I actually like it.”
- Hawaiian Electric: “I think you got to be very careful here…it’s way too risky.”
- Aehr Test Systems: “I don’t know this company…let me do some work on that one, too.”
- AT&T: “That stock is horrendous.”
- Radnet: “We love that company.”
Ticker: GOLF, HE, AEHR, T, RDNT [buy buy buy]
(6) [No Video Clip for non-Club members] Jim Cramer talks what to expect out of Jackson Hole (https://www.cnbc.com/video/2023/08/23/jim-cramer-talks-what-to-expect-out-of-jackson-hole.html)
‘Mad Money’ host Jim Cramer takes a look at what cards Fed Chair Powell has in his deck ahead of earnings.
Other Stocks Discussed (Call with Listeners): Treehouse (THS) , Builders FirstSource (BLDR), Confluent, Inc. (CFLT) [I like it, you got the winner], Wingstop (WING), Honeywell (HON) [Charitable Trust owns it]
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）
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