Mad Money: 2023年8月24日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年8月24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) Ahead of Powell’s Friday speech, Cramer says the Fed chair is ‘not done slamming the brakes on the economy’ (https://www.cnbc.com/2023/08/24/cramer-says-fed-chair-powell-not-done-slamming-brakes-on-the-economy.html)

• CNBC’s Jim Cramer gave investors his thoughts on the market ahead of the Friday speech by Federal Reserve Chair Jerome Powell, who is expected to signal whether interest rates will remain high.
• “I think Powell’s goal is to create an environment where, if you wait, things will ultimately get cheaper, because he’s not done slamming the brakes on the economy,” Cramer said.

“Bottom Line: I think Powell may declare victory against inflation next year, but there will be pain until then.”

(2) Cramer lists 5 stocks that might be worth buying into during ‘any bout of weakness’ (https://www.cnbc.com/2023/08/24/cramer-lists-5-stocks-that-might-be-worth-buying-into-during-any-bout-of-weakness-.html)

CNBC’s Jim Cramer said he knows August has been a tough month for the market, but on Thursday he listed five stocks he thinks investors could surprise during ‘any bout of weakness.’
Cramer named American Airlines, Bank of America, Electronic Arts, Ball Corp. and Cummins.

Hot Temps, Cooling Stocks – August Pullbacks: AAL [-13%], BAC [-11%], EA [-12%], BALL [-10%], CMI [-12%]

 

(3) [No Video Clip for non-Club members] Burlington management holds itself to too high of a standard, that’s a great problem: Jim Cramer (https://www.cnbc.com/video/2023/08/24/burlington-management-holds-itself-to-too-high-of-a-standard-thats-a-great-problem-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a look at discount retailers.

Ticker: TJX [bought for the charitable trust], ROST, BURL [best buy after the decline]

“Bottom Line: TJX and ROST are high-quality, I think BURL’s a misunderstood comeback play.”

 

(4) [No Video Clip for non-Club members] Jim Cramer studies up on Vistra and Coursera (https://www.cnbc.com/video/2023/08/24/jim-cramer-studies-up-on-vistra-and-coursera.html)

‘Mad Money’ host Jim Cramer studies up on two companies Vistra and Coursera.

Ticker: VST, COUR

 

(5)  Cramer’s Lightning Round: Indie Semiconductor is not a buy (https://www.cnbc.com/2023/08/24/cramers-lightning-round-indie-semiconductor-is-not-a-buy.html)

• Super Micro Computer: “I’d much rather see you in Nvidia.”
• Extreme Networks: “I think it’s fine. I mean, it’s just one of many companies that is not proprietary enough for me to be able to recommend, especially at this point when people seem to want to sell tech.”
• Zimmer Biomet: “That’s a very tough one. Zimmer Biomet did not have a good quarter. When these guys don’t have a good quarter, there’s really no stopping them, they’re on the move. I say you have to re-circle the wagons and buy GE Healthcare, which is much too cheap…”
• Sunrun: ”…only First Solar seems to be making the cut here, and that’s the one that I would recommend.”
• NRG Energy: “NRG’s good… but you know what, I’d have to tell you, I like this new gang that runs Southern…I think that’s the way to go.”
• Ecolab: “I think they’re ok. I’ll tell you something, I know that it sounds like it’s a little far afield, but Cintas has a similar business. I think Cintas is the way to go.”
• Old Republic: “They’re a very good company, but when we talk insurance, we just talk Chubb.”
• Indie Semiconductor: “Self-driving has hit a snag. I’m not going to recommend a self-driving related semi company, just not right here, not right now, not if it’s losing money.”
• Arista Networks: “A lot of people like Arista, and it does trade, it does trade with Nvidia. I actually think the much cheaper and not as complimentary play is Cisco.”

Ticker: SMC, EXTR, ZBH, RUN, NRG, ECL, ORI, INDI, ANET

 

(6)[No Video Clip for non-Club members] Jim Cramer asks: How did so many sectors become uninvestable? (https://www.cnbc.com/video/2023/08/24/jim-cramer-asks-how-did-so-many-sectors-become-uninvestable.html)

Stock Watch: The uninventable & the Investable? Financials, Retail, Healthcare, Aerospace, Consumer Package Goods, Oil and Gas

 

Other Stocks Discussed (Call with Listeners): MongoDB (MDB) [go buy the stock of service now] Broadcom (AVGO) [we pulled the trigger today for the charitable trust], AMC Theater (AMC) [cult stock, controlled stock, way out of the hand, I don’t want to own it], Portillo’s (PTLO) [the private equity is keep dumping the stock], Starbucks (SBUX) [it is in a good shape], Topgolf Callaway Brands (MODG) [pretty good situation, good company. stay long/might even want to buy it soon]

 

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

****************************

前回のエピソード

次回のエピソード

 

[投稿者]

投稿