Mad Money: 2024年4月25日(木)の放送の要点

2024年4月25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 praises companies like Chipotle that can grow despite a slowing economy and inflation (https://www.cnbc.com/2024/04/25/cramer-praises-chipotle-for-growing-despite-a-slowing-economy.html)

• CNBC’s Jim Cramer said companies that perpetually generate “self-help” are poised to do well in this market.
• He pointed to Chipotle as an example of one of these companies, saying the fast-casual chain managed sales growth even though it raised prices.

(2) Executive Interview: Tractor Supply CEO says there’s still ‘significant migration’ out of urban areas (https://www.cnbc.com/2024/04/25/tractor-supply-ceo-says-theres-significant-migration-out-of-cities.html)

• Tractor Supply CEO Hal Lawton told CNBC’s Jim Cramer on Thursday that a substantial number of Americans are moving out of cities, and many are headed to rural areas.
• Lawton attributed some of this migration to affordable housing options, saying millennial homebuyers facing high mortgage rates are finding budget-friendly offerings in rural areas.

Ticker: TSCO

(3) [No Video Clip for non-Club members] Executive Interview :WM CEO Jim Fish: We’re taking customer lifetime value and using it as a key pricing metric (https://www.cnbc.com/video/2024/04/25/wm-ceo-jim-fish-were-taking-customer-lifetime-value-and-using-it-as-a-key-pricing-metric.html)

WM CEO Jim Fish joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the recycling business, his take on the economy and more.

Ticker: WM

(4) [No Video Clip for non-Club members] Executive Interview: AGCO CEO Eric Hansotia: We’re serving every farmer around the world, regardless of brand (https://www.cnbc.com/video/2024/04/25/agco-ceo-eric-hansotia-were-serving-every-farmer-around-the-world-regardless-of-brand.html)

AGCO CEO Eric Hansotia joins ‘Mad Money’ host Jim Cramer to talk the Ag Tech business, growth in the industry, its global business and more.

Ticker: AGCO

(5) Cramer’s Lighting Round: Don’t buy NuScale Power (https://www.cnbc.com/2024/04/25/cramers-lighting-round-dont-buy-nuscale-power.html)

• Movado Group: “It never really does anything. I think it’s stuff is kind of overpriced, but you do get that yield…I feel it’s neither here nor there at that price.”
• GigaCloud Technology: “It’s an ecommerce play that I just don’t know enough about…I’ve got to do work on that one.”
• NuScale Power: “Just go buy GEV…I don’t want you to lose any money.”

Ticker: MOV, GCT, SMR

(6) [No Video Clip for non-Club members] Jim Cramer gives his take on Meta after earnings (https://www.cnbc.com/video/2024/04/25/jim-cramer-gives-his-take-on-meta-after-earnings.html)

‘Mad Money’ host Jim Cramer takes a closer look at Meta earnings after the stock plummeted in trading Thursday.

Ticker: META

Other Stocks Discussed (calls with audience): JPMorgan (JPM) [buy WFC], Arm (ARM) [buy 1/4 now and buy every time stock price lower by $5]

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

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