Mad Money: 2024年2月14日(水)の放送の要点

2024年2月14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 disputes five bearish market ‘scares’ after Wednesday’s rebound (https://www.cnbc.com/2024/02/14/cramer-disputes-five-bearish-market-scares-after-wednesdays-rebound.html)

• CNBC’s Jim Cramer on Wednesday suggested investors shouldn’t be scared of this market, saying many are too panicked.
• “All I ask is that when these professional bears come on, could they just remember that this is not the day after Pearl Harbor,” he said. “It’s just business as usual — no need to pretend that the sky is falling.”

(2) [No Video Clip for non-Club Member] Executive Interview: Generac CEO Aaron Jagdfeld goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/02/14/generac-ceo-aaron-jagdfeld-goes-one-on-one-with-jim-cramer.html)

Generac Chairman, President and CEO Aaron Jagdfeld joins ‘Mad Money’ host Jim Cramer to talk quarterly results, growth for the company and more.

Ticker: GNRC

(３) [No Video Clip for non-Club Member] Investors were focused on AirBnB’s guidance rather than the positives reported, says Jim Cramer (https://www.cnbc.com/video/2024/02/14/investors-were-focused-on-airbnbs-guidance-rather-than-the-positives-reported-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at AirBnB after earnings.

Ticker: ABNB

(4) Cisco CEO attributes light forecast to cautious customers and an ‘inventory consumption issue’ (https://www.cnbc.com/2024/02/14/cisco-ceo-attributes-light-forecast-to-cautious-customers-inventory-issue.html)

• Cisco CEO Chuck Robbins told CNBC’s Jim Cramer why his company issued a light quarterly and full-year forecast, including weakness in orders from its service provider customers.
• Robbins said orders from telecommunications and service providers were down 40% for the quarter.

Ticker: CSCO

(5) Cramer’s Lightning Round: Wait to buy Walgreens (https://www.cnbc.com/2024/02/14/cramers-lightning-round-wait-to-buy-walgreens.html)

• Marathon Digital: “These are all Bitcoin plays…I say if you want to own Bitcoin, you should own Bitcoin.”
• Walgreens: ”…We are going to wait another quarter, but we do think that it’s coming near to where it is bottoming.”
• First Watch Restaurant Group: “I do not know First Watch.”
• Zoominfo: “I’m just so torn…I don’t know what gets it going, and it drives me crazy. Sometimes you want the good guys to win, and I can’t think of a thesis.”
• Anheuser-Busch: “I like BUD, I like TAP, I like Constellation Brands, but people don’t seem to like the beer companies. So I say, look, we own Constellation for the Charitable Trust, that’s the one I would go with.”

Ticker: MARA, WBA, FWRG, ZI, BUD

(6) [No Video Clip for non-Club Member] Most people don’t get who Fed Chair Powell is, says Jim Cramer (https://www.cnbc.com/video/2024/02/14/most-people-dont-get-who-fed-chair-powell-is-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer tries to decipher the latest Fed signals and what to expect from the central bank in the future.

Other Stocks Discussed (calls with audience): Uber (UBER)「put a half position now, and buy more when it comes down], (LEG) [pass], United Airlines (UAL) [good one for a trade]

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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