Mad Money: 2024年1月31日(水)の放送の要点

2024年1月31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) Jim Cramer says to look for ‘sleeper’ stocks as hot names retreat (https://www.cnbc.com/2024/01/31/jim-cramer-says-to-look-for-sleeper-stocks-as-hot-names-retreat.html)

• CNBC’s Jim Cramer reviewed Wednesday’s market action, telling investors to look beyond just owning hot stocks and try to invest in “sleepers.”
• “The game is self-correcting: The too hot eventually cool down, the sleepers wake up and get too expensive themselves,” he said. “It’s a process, people, and if you approach it clinically, you’ll know the expensive stocks come at a price.”

Ticker: GOOGL, NVDA, SBUX

(2) [No Video Clip for non-Club Member] Executive Interview: Otis CEO Judy Marks goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/01/31/otis-ceo-judy-marks-goes-one-on-one-with-jim-cramer.html)

Otis Chairman, President and CEO Judy Marks joins ‘Mad Money’ host Jim Cramer to talk quarterly results, new equipment sales and more.

(3) Cramer names railroad stocks to watch as Red Sea troubles shake up freight routes (https://www.cnbc.com/2024/01/31/cramer-names-railroad-stocks-to-watch-.html)

• CNBC’s Jim Cramer on Wednesday suggested that railroad stocks may be starting to climb, explaining how the troubles in the Red Sea help companies.
• Cramer reviewed earnings reports from Union Pacific, Canadian Pacific Kansas City, CSX and Norfolk Southern, saying all except the latter have potential.

Ticker: UNP, CP, CSX, NSC

(4) [No Video Clip for non-Club Member] Executive Interview: Demand for GLP medicines has been ‘substantial’, says Thermo Fisher CEO Marc Casper (https://www.cnbc.com/video/2024/01/31/demand-for-glp-medicines-has-been-substantial-says-thermo-fisher-ceo-marc-casper.html)

Thermo Fisher Scientific Chairman, President and CEO Marc Casper joins ‘Mad Money’ host Jim Cramer to talk quarterly results.

(5) Cramer’s Lightning Round: Devon Energy is a buy (https://www.cnbc.com/2024/01/31/cramers-lightning-round-devon-energy-is-a-buy.html)

• Devon Energy: “It’s too low…$40, buy Devon [buy, buy, buy!].”
• Super Group: ”…I don’t know what’s going on, because I do know that it is a very good company…I like DraftKings, though.”
• Simpson Manufacturing: “Just kind of a good, classic stock to own.”
• Starwood Property Trust: ”…There are problems with commercial real estate, no doubt about it, but they’re not nearly as dire as Mr. Sternlicht says…”
• Woodward: “I have always liked Woodward.”

Ticker: DVN, SGHC, SSD, STWD, WWD

(6) [No Video Clip for non-Club Member] Jim Cramer weighs in on Elon Musk’s rejected pay package (https://www.cnbc.com/video/2024/01/31/jim-cramer-weighs-in-on-elon-musks-rejected-pay-package.html)

‘Mad Money’ host Jim Cramer talks the latest showdown in the c-suite at Tesla after a judge strikes down Musk’s requested pay package.

Other Stocks Discussed (calls with audience): Trust Financial (TFC) [I like it], Sofi Technologies (SOFI) [I love 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 

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

Disclaimer

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