Mad Money: 2024年4月4日(木)の放送の要点

2024年4月4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) Cramer looks to the pandemic era to understand today’s market (https://www.cnbc.com/2024/04/04/cramer-looks-to-the-pandemic-era-to-understand-todays-market.html)

• CNBC’s Jim Cramer told investors on Thursday they should consider the performance of stocks during the pandemic to better understand today’s economy.
• “The pandemic may be over, but we are just now finding out how our habits have changed — some permanently, and some, in retrospect, not at all,” he said.

(2) [No Video Clip for non-Club members] Executive Interview: Conagra Brands CEO Sean Connolly goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/04/04/conagra-brands-ceo-sean-connolly-goes-one-on-one-with-jim-cramer.html)

Conagra Brands President and CEO Sean Connolly joins ‘Mad Money’ host Jim Cramer to talk consumer trends, innovation in the packaged goods space, the impact of weight-loss drugs and more.

Ticker: CAG

(3) [No Video Clip for non-Club members] Jim Cramer shares his small-cap industrial picks (https://www.cnbc.com/video/2024/04/04/jim-cramer-shares-his-small-cap-industrial-picks.html)

‘Mad Money’ host Jim Cramer takes a look at industrial small-cap stocks and shares his top picks in the space.

Cramer’s Small-Cap Industrial Picks from  the Russell 2000: Ticker: Terex (TEX), Dycom Industries (DY), ArcBest (ARCB), HillenBrand (HI), Sterling Infrastructure (STRL), John Bean Tech (JBT), Masterbrand (MBC), H&E Equipment Services, Inc. (HEES), Trinity Industries (TRN), AAR (AIR)

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(4) Jim Cramer tunes in to the market’s four major media stocks (https://www.cnbc.com/video/2024/04/04/jim-cramer-tunes-in-to-the-markets-four-major-media-stocks.html)

‘Mad Money’ host Jim Cramer takes a closer look at the markets four major media stocks; Fox, Disney, Warner Bros. Discovery and Paramount.

Ticker: DIS [clear outperformer; I am still bullish on DIS, but far less than I was five months ago], FOXA [I still see FOX as a solid, good choice among media stocks], WBD [balance sheet is not good], PARA [Even if PARA gets a takeover bid, it likely won’t be a huge windfall for shareholders]

“Cramer: Long-term, I prefer Disney, but for the rest of 2024, I’m betting on Fox”

“Bottom Line: Our new media power rankings go FOX, DIS, PARA, then worst-of-breed WBD.”

(5) Cramer’s Lightning Round: Palo Alto Networks is a buy (https://www.cnbc.com/2024/04/04/cramers-lightning-round-palo-alto-networks-is-a-buy.html)

• GitLab: “I didn’t like that last quarter…I went over it with a fine tooth comb. There was nothing there that made me feel terrific about a high multiple stock.”
• Snap: “Snapchat did not have a good quarter.”
• Blackstone: “We are in a tougher tape than we were, the stock is only down five points from its high…I’m trying to figure out where I can make a stand, and the stand is not reached at 126.”
• Rocket Companies: “You do not want to be in that stock, it is time to ‘ka-ching, ka-ching.’”
• Palo Alto Networks: “Time to buy.”

Ticker: GTLB, SNAP, BX, RKT, PANW

(6) [No Video Clip for non-Club members] Jim Cramer hits the charts with Apple (https://www.cnbc.com/video/2024/04/04/jim-cramer-hits-the-charts-with-apple.html)

‘Mad Money’ host Jim Cramer gets technical with Apple charts.

Ticker; AAPL

Other Stocks Discussed (calls with audience): Exxon (XOM) [don’t buy at high; buy buy buy], Azek Company (AZEK) [stay long], P&G (PG) [we bought some yesterday, looking to buy more]

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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