Mad Money: 2024年2月7日(水)の放送の要点

2024年2月7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 recent moves in Apple, Chipotle and Eli Lilly shares don’t make sense (https://www.cnbc.com/2024/02/07/cramer-moves-in-apple-chipotle-and-eli-lilly-shares-dont-make-sense.html)

• CNBC’s Jim Cramer on Wednesday reminded investors that not all market moves are reasonable.
• “Each day on this front is a reminder that you can’t just assume all moves on your screen are the products of any intelligence, especially during earnings season when the market’s overrun by idiocy,” he said.

Ticker: LLY, CMG, AAPL

(2) Executive Interview: After a blowout quarter, E.l.f. Beauty CEO details marketing strategies that helped grow its consumer base (https://www.cnbc.com/2024/02/07/elf-beauty-ceo-describes-how-the-company-is-expanding-consumer-base.html)

• After a quarter that blew past Wall Street’s expectations, E.l.f. Beauty CEO Tarang Amin told CNBC’s Jim Cramer how the cosmetics company is able to grow quickly.
• Amin applauded E.l.f.’s social media strategy, saying that it helps reach consumers across different age groups and nationalities.

Ticker: ELF

(3) [No Video Clip for non-Club Member] I’m not ready to throw in the towel on EVs long-term, says Jim Cramer (https://www.cnbc.com/video/2024/02/07/im-not-ready-to-throw-in-the-towel-on-evs-long-term-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at Ford and GM’s performance in an unstable auto consumer landscape.

Ticker: GM, F

(4) Executive Interview: Mattel CEO says his company is about ‘creating cultural moments’ (https://www.cnbc.com/2024/02/07/mattel-ceo-says-his-company-is-about-creating-cultural-moments.html)

• In a Wednesday interview with CNBC’s Jim Cramer, Mattel CEO Ynon Kreiz detailed the company’s growth strategy.
• “We’re very much about embracing culture, creating cultural moments, cultural touch points and make sure that we take brands that our timeless and make them timely,” Kreiz said.

Ticker: MAT

(5) Cramer’s Lightning Round: Taiwan Semiconductor is a ‘great company’ (https://www.cnbc.com/2024/02/07/cramers-lightning-round-taiwan-semiconductor-is-a-great-company.html)

• Digital World Acquisition: “That’s just kind of a political stock SPAC, and I don’t really have much to say about it.”
• Taiwan Semiconductor: “It is a great company, what can I say.”
• Celestica: “That’s a contract manufacturer not unlike Jabil and Sanmina, and these companies are all doing very well, and I like them…Kind of an unknown cohort that used to be very much talked about. you got to go in there.”
• PDD Holdings: “I don’t want to use the term invest. I think you can trade these because I believe that the PRC is desperate to move the stock market up including PDD.”
• Comfort Systems USA: “These heating ventilation air conditioning stocks trade like they’re semiconductor stocks. I like TT very much, Comfort Systems is good. I think that the undervalued one right now is Carrier.”

Ticker: DWACU, TSM, CLS, PDD, FIX

(6) [No Video Clip for non-Club Member] Alphabet, Meta and Amazon are the new ‘winners’ in advertising, says Jim Cramer (https://www.cnbc.com/video/2024/02/07/alphabet-meta-and-amazon-are-the-new-winners-in-advertising-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at what cause Snap to plummet and who is taking up the mantel in the advertising space.

Other Stocks Discussed (calls with audience): Super Micro Computer (SMCI) [yes to long term hold], NextEra Energy (NEE), Rivian (RIVN)

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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