Mad Money: 2024年8月14日(水)の放送の要点

2024年8月14日(水)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 reviews how declining companies can turn things around (https://www.cnbc.com/2024/08/14/jim-cramer-reviews-how-and-if-certain-declining-companies-can-turn-things-around.html)

• CNBC’s Jim Cramer on Wednesday discussed several companies whose stocks have recently seen declines, explaining whether or not he thinks they can turn business around.
• Cramer mentioned Starbucks, Walgreens and Boeing, among others.

Ticker: SBUX, NKE, DIS, WBA, INTC, BA, LUV

(2) Cramer explains what Home Depot’s quarter says about the housing market (https://www.cnbc.com/2024/08/14/cramer-on-what-home-depots-quarter-says-about-the-housing-market.html)

• CNBC’s Jim Cramer on Wednesday examined Home Depot’s earnings report, saying the retailer’s insights make him think interest rate cuts from the Federal Reserve could stop the housing market from making a hard landing.
• “Right now, housing’s waiting for the cavalry to come to the rescue, by which I mean it’s waiting for the Fed to cut rates,” he said. “While that’s not something we desperately need, at least for the moment it could be a major positive catalyst for a huge part of the economy.”

Ticker: HD

(3) [No Video Clip for non-Club members] Executive Interview: Brinker International CEO Kevin Hochman goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/08/14/brinker-international-ceo-kevin-hochman-goes-one-on-one-with-jim-cramer.html)

Brinker International President and CEO Kevin Hochman joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the recent stock struggles, the latest Chili offerings and more.

Ticker: EAT

(4) [No Video Clip for non-Club members] Executive Interview: Take-Two CEO Strauss Zelnick sits down with Jim Cramer (https://www.cnbc.com/video/2024/08/14/take-two-ceo-strauss-zelnick-sits-down-with-jim-cramer.html)

Take-Two Chairman and CEO Strauss Zelnick joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the latest in the video game sector, upcoming releases and more.

Ticker: TTWO

(5) Cramer’s Lightning Round: Clorox is a buy (https://www.cnbc.com/2024/08/14/cramers-lightning-round-clorox-is-a-buy.html)

• GlobalFoundries: “I don’t like the foundry business as much. It turns out that the only people who really know how to make them cheaply is Taiwan Semi. So if you want to own a foundry, Taiwan Semi is the one to do it.”
• SentinelOne: ”…I do think Sentinel’s picking up some business, so therefore I’m going to tell you that I actually support it for, only for a trade.”
• Clorox: “Linda Rendle has done a remarkable job, let’s understand that. She did not get a good hand, she was not delivered a good hand…I like her, I’m a buyer of Clorox.”
• Delta: “I’m not recommending any airlines.”
• Alphabet: ”…It’s my least favorite of the Mag Seven. Why? Because they don’t run the company well.”
• Ferrari: ”…Take out your cost basis and let the rest run.”

Ticker: GFS, S, CLX, DAL, GOOGL, RACE

(6) [No Video Clip for non-Club members] Jim Cramer shares his take on General Motors (https://www.cnbc.com/video/2024/08/14/jim-cramer-shares-his-take-on-general-motors.html)

‘Mad Money’ host Jim Cramer looks under the hood of General Motors.

Ticker: GM [in expensive, good time to buy], CRWD [not many leave, its bottom], LLY [held by Charitable trust], DVN [we own CTRA], DELL [], GOLD [I like them all, Gold ETF, not buy all at once], CELH [not sure, industry slow, wait for a couple of month], NVDA [I would name a dog SBUX]

Other Stocks Discussed (calls with audience): Chevron (CVX) [buy], Etsy (ETSY), Occidental (OXY) [i like CVX more, I like CTRA more], American Express (AXP) [terrific time to buy], Airbnb (ABNB) [it has to go lower before I recommend the stock]

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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