Mad Money: 2024年8月21日(水)の放送の要点

2024年8月21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) Cramer explains why certain retailers saw success in today’s consumer environment (https://www.cnbc.com/2024/08/21/cramer-explains-why-retailers-saw-success-in-todays-consumer-environment.html)

• As major retailers start to report earnings this season, CNBC’s Jim Cramer suggested why some companies managed to draw in shoppers in a changeable consumer environment.
• To him, outfits like Walmart, Target, TJX and Costco fared well because they have low prices, attracting consumers tired of inflation and more selective about where they shop.

Ticker: TGT, TJX, WMT, COST

(2)[No Video Clip for non-Club members] Jim Cramer gets the pulse of the healthcare sector’s recent rebound (https://www.cnbc.com/video/2024/08/21/jim-cramer-gets-the-pulse-of-the-healthcare-sectors-recent-rebound.html)

‘Mad Money’ host Jim Cramer looks at healthcare trade HCA and if its worht adding to your portfolio.

Ticker: HCA

(3) [No Video Clip for non-Club members] Not ready to chase Harrow on long-term assumptions at this point, says Jim Cramer (https://www.cnbc.com/video/2024/08/21/not-ready-to-chase-harrow-on-long-term-assumptions-at-this-point-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer does his homework on eye care business Harrow.

Ticker: HROW

(4) Executive Interview: Snowflake says data breach has not affected core business (https://www.cnbc.com/2024/08/21/snowflake-says-data-breach-has-not-affected-core-business-.html)

• In a Wednesday interview with CNBC’s Jim Cramer, Snowflake CEO Sridhar Ramaswamy said the cyber attack the enterprise software company faced earlier this year has not impacted business.
• “These headlines, and that’s what they are, have not really affected our core business with existing or new customers,” Ramaswamy said. “We obviously talk about security a lot more with customers because we want them to be safe, but the core Snowflake platform is incredibly strong and secure.”

Ticker: SNOW

(5) Cramer’s Lightning Round: IBM is a buy (https://www.cnbc.com/2024/08/21/cramers-lightning-round-ibm-is-a-buy.html)

• New York Mortgage: ”…Don’t buy, don’t buy.”
• Zim: “I think it’s Zim’s time still…I say you hold on to Zim.”
• PJT Partners: ”…It’s a dice roll. I can’t find out a lot about it. I have to be more certain about a company before I can opine it on this show.”
• Nano Nuclear Energy: “This is a company that doesn’t make money…I know that we all want to play nuclear energy as a way to be able to get cheaper power for the data centers. I’m not going to recommend Nano as the way to do it.”
• Lumen Technologies: “This is a parabolic move…I was blind to it, and the trade is done.”
• IBM: “I think IBM’s doing a great job…I would hold on to it or buy some.”

Ticker: NYMT, ZIM, PJT, NNE, LUMN, IBN

(6) [No Video Clip for non-Club members] Homebuilders would rather buy their stock on Wall St. than build homes on Main St.: Jim Cramer (https://www.cnbc.com/video/2024/08/21/homebuilders-would-rather-buy-their-stock-on-wall-st-than-build-homes-on-main-st-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at Toll Brothers following earnings.

Other Stocks Discussed (calls with audience): AMD (AMD) [you can buy more],  Chubb Limited (CB) [do not buy other than CB]

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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