Mad Money: 2024年8月19日(月)の放送の要点

2024年8月19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) On the 20th anniversary of Google’s IPO, Cramer talks owning stocks for the long haul (https://www.cnbc.com/2024/08/19/on-the-20th-anniversary-of-googles-ipo-cramer-talks-owning-for-long-haul.html)

• On the 20th anniversary of Google’s market debut, CNBC’s Jim Cramer looked back on the stock’s impressive climb and advised investors to stick with good companies for the long term, even if it means shouldering some short term losses.
• Google stock has seen a more than 7,700% gain since its IPO, and Cramer said many did not capture the gain in its entirety.
• “Why? Because they rang the register too often on the way up,” he continued. “When you’re dealing with truly great companies, not the indices, but the companies themselves I sing the praises of, the real risk is that you panic and get shaken out. I challenge you to be able to handle it.”

(2) Cardinal Health CEO Jason Hollar goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/08/19/cardinal-health-ceo-jason-hollar-goes-one-on-one-with-jim-cramer.html)

Cardinal Health CEO Jason Hollar joins ‘Closing Bell Overtime’ to talk earnings growth, inflation mitigation,

(3) [No Video Clip for non-Club members] Jim Cramer looks at what’s behind Powell Industries’ big gains (https://www.cnbc.com/video/2024/08/19/jim-cramer-looks-at-whats-behind-powell-industries-big-gains.html)

‘Mad Money’ host Jim Cramer looks at industrial play Powell Industries.

Ticker: POWL

(4) Executive Interview: Palo Alto Networks CEO talks ‘platformization’ bundling strategy: ‘there’s no going back’ (https://www.cnbc.com/2024/08/19/palo-alto-networks-ceo-talks-platformization-bundling-strategy-theres-no-going-back.html)

After Palo Alto Networks reported an earnings beat on Monday, CEO Nikesh Arora told CNBC’s Jim Cramer about his company’s “platformization” strategy, saying it’s important for the cybersecurity outfit’s long-term success.
“Platformization” is essentially a bundling of the company’s products and services.

Ticker: PANW

(5) Cramer’s Lightning Round: KKR is a ‘really great company’ (https://www.cnbc.com/2024/08/19/cramers-lightning-round-kkr-is-a-really-great-company.html)

• Datadog: “Datadog is a hugely fabulous company, and there were people who were trying to buy it for $20 billion before it ever became public. My problem is that it’s just the definition of enterprise software…there’s too many people in that business, so I am going to have to reiterate, I don’t trust it yet, but it is a very good company.”
• KKR: “It’s one of the best-run companies in the world…I think it’s a really great company.”
• NextEra Energy Partners: ”…Not sure why we can buy it other than a big dividend, and I’m afraid of that, I’m sorry.”

Ticker: DDOG, KKR, NEP

(6) Estee Lauder got caught in the same consumer packaged goods dilemma as others, says Jim Cramer (https://www.cnbc.com/video/2024/08/19/estee-lauder-got-caught-in-the-same-consumer-packaged-goods-dilemma-as-others-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer puts a mirror to the makeup industry and deciphers why some brands are struggling while others are stealing the spotlight.

Ticker: EL

Other Stocks Discussed (calls with audience): Kellanova (K),  Chewy (CHWY), Steel Dynamics (STLD), United Rentals, Inc. (URI)

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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