Mad Money: 2024年4月29日(月)の放送の要点

2024年4月29日(月)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 says Apple’s Monday rally doesn’t have ‘staying power’ after analyst upgrade (https://www.cnbc.com/2024/04/29/cramer-says-apples-monday-rally-doesnt-have-staying-power-.html)

• CNBC’s Jim Cramer was wary of Apple’s stock rally, which he said was spurred by an analyst upgrade.
• On Monday, Bernstein’s Toni Sacconaghi upgraded the stock from neutral to buy, and said it’s time to “buy the fear,” suggesting the stock is currently too cheap.
• Cramer said he’s not trying to disregard Sacconaghi, who he called a “genuinely great analyst,” but said he’s an “Apple skeptic” who doesn’t analyze the stock accurately.

Ticker: TSLA, AAPL

(2) [No Video Clip for non-Club members] Canadian Pacific had some of the best intermodal numbers out there, says Jim Cramer (https://www.cnbc.com/video/2024/04/29/canadian-pacific-had-some-of-the-best-intermodal-numbers-out-there-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at recent earnings out of the transportation and freight space.

Ticker: USC, UNP, CP

(3) [No Video Clip for non-Club members] Dover built up great exposure to the biggest themes of our era, says Jim Cramer (https://www.cnbc.com/video/2024/04/29/dover-built-up-great-exposure-to-the-biggest-themes-of-our-era-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at the recent turnaround in Dover and what is behind it.

Ticker: DOV

(4) [No Video Clip for non-Club members] Resmed CEO Mick Farrell goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/04/29/resmed-ceo-mick-farrell-goes-one-on-one-with-jim-cramer.html)

Resmed Chairman and CEO Mick Farrell joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the impact of weight-loss medication, competition in the healthcare space and more.

Ticker: RMD

(5) Cramer’s Lightning Round: Palo Alto Networks is a buy (https://www.cnbc.com/2024/04/29/cramers-lightning-round-palo-alto-networks-is-a-buy.html)

• Canopy Growth: “That is the best of the pot stocks…We don’t think it’s worth all that much, but we do think it’s the best of that lot.”
• Illumina: “Illumina is a good company, but it’s not well-run…I don’t want to own a company that’s poorly-run because then the stock gets hurt.”
• Bank of America: “I do prefer other banks…Of the big ones, it’s not my favorite.”
• Dynatrace: “Very expensive stock, and I’m not going to recommend it.”
• BrightSpring Health Services: “That short position is too big for me to just say, ‘I’d buy that stock.’ Someone may know something that I don’t.”
• Palo Alto Networks: ”…I would be a buyer of Palo Alto right here, right now [buy, buy, buy!].”

Ticker: CGC, ILMN, BAC, DT, BTSG, PANW

(6) Cramer’s bullish on Alphabet after earnings, would buy on a pullback (https://www.cnbc.com/2024/04/29/cramers-bullish-on-alphabet-after-earnings-would-buy-on-a-pullback.html)

• CNBC’s Jim Cramer told investors he’s pleased with Google parent Alphabet’s most recent quarter, lauding the company’s proof of profitability.
• “This whole conference call was what I call a master class of transparency and health,” he said. “It made me feel great that we own this one for the charitable trust,” adding that he’d be a buyer if the stock “pulls back big.”

Ticker: GOOGL

Other Stocks Discussed (calls with audience): Morgan Stanley (MS) [Charitable Trust owns MS, GS is doing better], Yelp (YELP), Shopify (SHOP), Sherwin-Williams Company (SHW), Archer Aviation Inc. (ACHR), Deer (DE)

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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