Mad Money: 2024年5月9日(木)の放送の要点

2024年5月9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 says to stick with good companies even when facing short-term losses (https://www.cnbc.com/2024/05/09/cramer-stick-with-good-companies-even-when-facing-short-term-losses.html)

• CNBC’s Jim Cramer on Thursday said investors shouldn’t be treating their portfolios the same way that large hedge funds do.
• Cramer reviewed Nvidia, Apple, Amazon and Tesla through this lens, saying they are “four companies with riveting stories and temperamental stocks.”

(2) [No Video Clip for non-Club members] Executive Interview: Arista Networks CEO Jayshree Ullal goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/05/09/arista-networks-ceo-jayshree-ullal-goes-one-on-one-with-jim-cramer.html)

Arista Networks President, Chair and CEO Jayshree Ullal joins ‘Mad Money’ host Jim Cramer to talk Q1 results, how it benefits from the AI megatrend, and more.

Ticker: AMET

(3) Cramer reviews energy drink stocks that have seen declines, but says Celsius is worth buying (https://www.cnbc.com/2024/05/09/cramer-reviews-energy-drink-stocks-says-celsius-is-worth-buying.html)

• CNBC’s Jim Cramer on Thursday reviewed two major players in the energy drink sector that have seen declines recently: Celsius and Monster.
• Cramer was more optimistic about Celsius’ business and long-term potential, saying he’d buy the stock over Monster.

Ticker: CELH, MNST, PEP

(4) [No Video Clip for non-Club members]Jim Cramer talks retail-focused REITs (https://www.cnbc.com/video/2024/05/09/jim-cramer-talks-retail-focused-reits.html)

‘Mad Money’ host Jim Cramer looks at the REIT space and why retail focused REITs should be on your radar.

Ticker: SKT, SPG, FRT

“Bottom Line: If you believe rates are heading lower, I’d consider retail REITs, SKT, SPG & FRT.”

(5) Cramer’s Lightning Round: AMD is a buy (https://www.cnbc.com/2024/05/09/cramers-lightning-round-amd-is-a-buy.html)

• Advanced Micro Devices: “Lisa Su’s doing a terrific job…Let’s do some buying.”
• Southern Copper Corp.: “That is a very good company…I would not necessarily purchase some here, I would like it to come down a little.”
• Corsair Gaming: “Corsair is a second-rate Logitech.”
• Starwood Property Trust: ”…I wouldn’t own it.”
• XPO: ”…The stock is really good, the company is really good. I would own it.”

Ticker: AMD, SCCO, CRSR, STWD, XPO

(6) [No Video Clip for non-Club members] The travel boom is starting to unwind, says Jim Cramer (https://www.cnbc.com/video/2024/05/09/the-travel-boom-is-starting-to-unwind-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at the recent slate of travel earnings and what could spell trouble for the industry.

Ticker: DIS, EXPE, BKING, WYNN, COST

Other Stocks Discussed (calls with audience): Boston Properties (BXP), DoorDash,  (DASH), Vertiv Holdings (VRT), Conagra Brands (CAG), Conagra Brands (CAG)

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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