Mad Money: 2024年4月18日(木)の放送の要点

2024年4月18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) Jim Cramer says the market hasn’t reached a real bottom yet (https://www.cnbc.com/2024/04/18/jim-cramer-says-the-market-hasnt-reached-a-real-bottom-yet.html)

• CNBC’s Jim Cramer examined Thursday’s action, saying the market has not yet reached a bottom.
• He told investors to stop buying at the beginning of the session, warning that it’s now not necessarily the right move to buy on the dip at that time.

Behind the ‘Buy the Dip’ Flip: (i) Bonds in charge, rates going higher, (ii) Not enough “brown shoots”, (iii) The stock leaders are hurting (eg. TSLA, AAPL, NVDA), (iv) Data not your friend, (v) Overwhelming geopolitical fears.

(2) [No Video Clip for non-Club members] Resurfacing of litigation is weighing on Abbott’s stock, says Jim Cramer (https://www.cnbc.com/video/2024/04/18/resurfacing-of-litigation-is-weighing-on-abbotts-stock-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the recent downturn in Abbott’s stock after earnings.

(3) [No Video Clip for non-Club members] Food stocks could keep running because the bar is set low, says Jim Cramer (https://www.cnbc.com/video/2024/04/18/food-stocks-could-keep-running-because-the-bar-is-set-low-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks packaged food stocks and how to play them.

Ticker: Hormel (HRL) [more room to run], General Mills (GIS), Conagra (CAG)

(4) Cramer says two recent earnings reports may indicate a slowdown is brewing — but not enough for a Fed cut (https://www.cnbc.com/2024/04/18/cramer-says-2-reports-could-mark-slowdown-but-not-enough-for-fed-cut.html)

• CNBC’s Jim Cramer on Thursday said disappointing quarters from trucking company J.B. Hunt and real estate investment trust Prologis may be a sign the strong U.S. economy is starting to weaken under the weight of elevated interest rates.
• However, he stressed that it’s still too early for the Federal Reserve to start cutting rates.

Ticker: JBHT, RLD

(5) CNBC’s Jim Cramer examined Thursday’s action, saying the market has not yet reached a bottom. (https://www.cnbc.com/2024/04/18/cramers-lighting-round-sell-aspen-aerogels.html)

• ConocoPhillips: “I want you to hold ConocoPhillips.”
• Rhythm Pharmaceuticals: “Speculative play…I am not against speculating biotechs right now. Looks like that there are so many bids, I’m willing to let a stock catch fire.”
• Marvell Technology: “I would buy some and then wait until under 60 to buy the rest.”
• Lam Research: “I like Lam very much. I do think that right now we’re having a pause in that group…Let’s wait until that stock goes lower, and we’ll feel better.”
• Enovix: “You got to be making some money in that business. If you’re not making any money in that business, then I can’t say to buy the stock.”
• Aspen Aerogels: “This thing is up so big, and what a great opportunity to sell the stock of a money-losing company after you’ve made a lot of money. Take the profit.”
• McKesson: “Don’t sell McKesson.”
• PNC: ”…You buy some now, and you buy some down 10%, and you will have a terrific position that will last for a very long time.”
• Vale: “It’s too low to sell.”

Ticker: COP [charitable trust owns CTRA], RYTM, MRVL, LRCX, ENVX, WU, ASPN, MCX, PNC, VALE

(6) [No Video Clip for non-Club members] Jim Cramer talks current state of return to office (https://www.cnbc.com/video/2024/04/18/jim-cramer-talks-current-state-of-return-to-office.html)

‘Mad Money’ host Jim Cramer talks the current state of the return to office push.

Other Stocks Discussed (calls with audience): American Airlines (AAL), Block (SQ), Starbucks (SBUX) [held by charitable trust[, Krispy Kream (DNUT)

参考: この日の放送に関するその他のサイトへのリンク 

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

Disclaimer

****************************