Mad Money: 2024年2月9日(金)の放送の要点

2024年2月9日(金)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’s week ahead: Earnings from Shopify, Marriott and Wendy’s (https://www.cnbc.com/2024/02/09/jim-cramers-week-ahead-earnings-from-shopify-marriott-and-wendys.html)

• CNBC’s Jim Cramer on Friday guided investors through next week’s Wall Street action, saying to pay attention to earnings from companies including Shopify, Marriot and Wendy’s.
• He also recommended researching retail stocks next week before the industry reports a slew of earnings results the week after.

(2) [No Video Clip for non-Club Member] Am I diversified : Jim Cramer grades viewer portfolios on diversification (https://www.cnbc.com/video/2024/02/09/jim-cramer-grades-viewer-portfolios-on-diversification.html)

‘Mad Money’ host Jim Cramer takes a look at viewer portfolios and see if they’re properly diversified.

• AAPL, F, MSFT, SOFI, NUE — perfectly diversified
• BMY, C, DVN, VZ, LYB — diversified
• AAPL, NVDA, LLY, MELI, NU — 2 Latin American stock, but give blessing
• AAPL, SYK, NSC, PSEG, MCD — OK, but I will get Chipotle instead of MCD

(3) Jim Cramer sees a bottom for Enphase Energy, says it’s not too late to buy (https://www.cnbc.com/2024/02/09/cramer-sees-a-bottom-for-enphase-energy-says-its-not-too-late-to-buy.html)

• CNBC’s Jim Cramer on Friday told investors they should look into buying stock of Enphase, which soared this week despite reporting a poor quarter.
• Cramer was encouraged by management’s outlook, which suggested the company had hit a bottom and would rebound this year.

Ticker: ENPH [trust owns Denaher]

(4) [No Video Clip for non-Club Member] Executive Interview: Cloudflare CEO Matthew Prince goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/02/09/cloudflare-ceo-matthew-prince-goes-one-on-one-with-jim-cramer.html)

Cloudflare Co-Founder and CEO Matthew Prince joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the cybersecurity landscape and more.

Ticker: NET

(5) Cramer’s Lighting Round: Allstate is a buy (https://www.cnbc.com/2024/02/09/cramers-lighting-round-allstate-is-a-buy.html)

• Hawkins: “Yes…I think the stock is a buy.”
• PayPal: “You should be worried…You’re getting a chance to do a little [ka-ching ka-ching].”
• Kimberly-Clark: “The numbers were not great, I have to admit…I think the company is in the midst of a turn, but it’s not going as quickly as I’d like.”
• Allstate: “Buy Allstate.”
• CVS: “It’s a very big turn. I think it’s going to work. It’s not going to happen over night…I am a believer.”
• Lennar: “Lennar is so good…Lennar goes higher.”

Ticker: HWKN, PYPL ,KMB, ALL, CVS ,LEN

(6)  [No Video Clip for non-Club Member] The ‘great snacking revolution’ is over, says Jim Cramer (https://www.cnbc.com/video/2024/02/09/the-great-snacking-revolution-is-over-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks how to handle your portfolio in a positive tape.

Other Stocks Discussed (calls with audience): Johnson & Johnson (JNJ) [must solve, then stock will go up but not until then], DraftKings (DKING) [like stock], Constellation Energy (CEG) [I will pull the trigger right now], Delta Airlines (DAL) [seems to be buy to me]

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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