Mad Money: 2024年1月25日(木)の放送の要点

2024年1月25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) Jim Cramer says it’s time for investors to take some profits, ‘it’s the disciplined thing to do’ (https://www.cnbc.com/2024/01/25/jim-cramer-says-its-time-for-investors-to-take-some-profits.html)

• CNBC’s Jim Cramer on Thursday said the market’s had a substantial run, and investors should take profits while they can.
• “I’m begging you to take something off the table if you haven’t done so already,” he said. “It’s the disciplined thing to do.”

Ticker: CAT [charitable trust owns CAT; sold half position], DD [charitable trust owns DD]

(2) [No Video Clip for non-Club Member] Paccar is a ‘true innovator’, says Jim Cramer (https://www.cnbc.com/video/2024/01/25/paccar-is-a-true-innovator-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into Paccar earnings after the stock hit an all-time high this week.

Ticker: PCAR

(3) [No Video Clip for non-Club Member] IBM proved it’s an AI winner, says Jim Cramer (https://www.cnbc.com/video/2024/01/25/ibm-proved-its-an-ai-winner-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into IBM after the stock popped on quarterly earnings.

Ticker: ServiceNow (NOW), IBM (IBM)

(4) [No Video Clip for non-Club Member] Executive Interview: ResMed CEO Mick Farrell goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/01/25/resmed-ceo-mick-farrell-goes-one-on-one-with-jim-cramer.html)

ResMed Chairman and CEO Mick Farrell joins ‘Mad Money’ host Jim Cramer to talk quarterly results, weight loss drugs, growth in its medical device segment and more.

Ticker: RMD

(5) Cramer’s Lightning Round: Buy BlackRock (https://www.cnbc.com/2024/01/25/cramers-lightning-round-buy-blackrock.html)

• SolarEdge: “This one, along with my friend Enphase, they’re just too hard to own.”
• BlackRock: “I think you buy it. Period, end of story. I think that was an amazing quarter. That acquisition Larry Fink was really brilliant and the stock should go much higher.”
• Axsome Therapeutics: “I don’t know it…I have to do more work because so many companies have failed when it comes to central nervous system. More work to do.”
• HanesBrands: “Too early.”

Ticker: SEDG, BLK, AXSM, HBI

(6) After earnings miss, Cramer says Tesla’s out of the Magnificent Seven (https://www.cnbc.com/2024/01/25/after-earnings-miss-cramer-says-teslas-out-of-the-magnificent-seven.html)

• CNBC’s Jim Cramer on Thursday criticized Tesla’s earnings miss and CEO Elon Musk’s leadership, saying the company has lost its spot in the “Magnificent Seven.”
• Unlike its Big Tech peers, Cramer said Tesla is facing serious competition from foreign competitors and is on track for “notably” slowed growth in 2024.

Ticker: TSLA

Other Stokes Discussed Discussed (Calls with audiences): Columbia Banking System (COLB) [very high yield, call for more scrutiny], UiPath (PATH) [I like your call]

参考: この日の放送に関するその他のサイトへのリンク 

• Podcast at Spotify (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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