រៀងរាល់ថ្ងៃសប្តាហ៍ CNBC Investing Club ជាមួយ Jim Cramer មានការផ្សាយបន្តផ្ទាល់ "ការប្រជុំពេលព្រឹក" នៅម៉ោង 10:20 ព្រឹក។ ET ។ Here’s a recap of Tuesday’s key moments: We want growth without inflation WMT, HD earnings beats boost retailers Quick mentions: CTRA, DIS, WFC 1. We want growth without inflation Stocks were mixed Tuesday, with tech names keeping a lid on the Nasdaq as bond yields moved higher. The Dow Jones Industrial Average was up for its fifth straight session. West Texas Intermediate crude, the American oil benchmark, fell 2.5%, which bodes well for inflation. Jim Cramer has repeatedly said that he believes oil’s peak in June helped cool down inflation in July. While the market and economy have shown promising signs recently, Jim emphasized Tuesday: “We want growth without inflation. We don’t want oil to be too hot.” 2. WMT, HD earnings beats boost retailers Home Depot (HD) and Walmart (WMT) reported earnings beats before the bell on Tuesday, pushing other retailers’ stocks up, including Club holding Costco (COST). While we held positions in both Walmart and Costco earlier this year, we sold off the former after its warnings of excess inventory and the potential impact to its bottom line. Costco, on the other hand, has not faced the same kind of inventory issues. It’s also successfully raised prices for some items and held prices steady for others, all while maintaining strong sales. This week is chock-full of other retailers reporting earnings. See a list here . We’ll be watching each one as they reveal their financial results, and in turn, provide insights on consumers spending and inflation. 3. Quick mentions: CTRA, DIS, WFC We also have updates on some other Club names. Natural gas soared roughly 5% on Tuesday, spiking to its highest level since late July. This is good news for Club holding Coterra Energy (CTRA), which Jim calls “the best natural gas company in the country.” We have reviewed Dan Loeb’s recommendations on Disney (DIS), and we believe there’s nothing revelatory there. Cost cutting, for example, is something we’re sure the company already has on its radar. As for Loeb’s urging that Disney spin off ESPN, we believe that while that could be good for the company’s bottom-line in the short-term, having a live sports component to its streaming is crucial, especially since it helps differentiate its product from other services like Netflix (NFLX). Banks have been performing well recently, and we believe that the best ones to own right now are Bank of America (BAC) and Club holding Wells Fargo (WFC) for their large deposit bases. (Jim Cramer’s Charitable Trust is long CTRA, COST, DIS and WFC. សូមមើលនៅទីនេះសម្រាប់បញ្ជីភាគហ៊ុនពេញលេញ។) ក្នុងនាមជាអ្នកជាវ CNBC Investing Club ជាមួយ Jim Cramer អ្នកនឹងទទួលបានការដាស់តឿនពាណិជ្ជកម្មមុនពេល Jim ធ្វើពាណិជ្ជកម្ម។ លោក Jim រង់ចាំ 45 នាទីបន្ទាប់ពីការផ្ញើការជូនដំណឹងពាណិជ្ជកម្មមុនពេលទិញឬលក់ភាគហ៊ុននៅក្នុងផលប័ត្រនៃការទុកចិត្តសប្បុរសធម៌របស់គាត់។ ប្រសិនបើលោក Jim បាននិយាយអំពីភាគហ៊ុននៅលើទូរទស្សន៍ CNBC គាត់រង់ចាំ 72 ម៉ោងបន្ទាប់ពីការចេញការជូនដំណឹងពាណិជ្ជកម្មមុនពេលប្រតិបត្តិពាណិជ្ជកម្ម។ ពត៌មានក្លឹបវិនិយោគខាងលើគឺស្ថិតក្រោមលក្ខខណ្ឌ និងលក្ខខណ្ឌរបស់យើង និងគោលការណ៍ឯកជនភាព រួមជាមួយការមិនទទួលខុសត្រូវរបស់យើង។ មិនមានកាតព្វកិច្ច ឬកាតព្វកិច្ចខាងសារពើពន្ធ ឬត្រូវបានបង្កើតឡើង ដោយផ្អែកលើការទទួលព័ត៌មានរបស់អ្នកដែលផ្តល់ឲ្យក្នុងការតភ្ជាប់ជាមួយក្លឹបវិនិយោគ។
ប្រភព៖ https://www.cnbc.com/2022/08/16/3-takeaways-from-the-investing-clubs-morning-meeting-on-tuesday.html