Mad Money: 2024年8月22日(木)の放送の要点

2024年8月22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 analyzes Thursday’s market action: ‘The time for big gains may be behind us for a bit’ (https://www.cnbc.com/2024/08/22/cramer-on-thursdays-market-big-gains-may-be-behind-us-for-a-bit.html)

• CNBC’s Jim Cramer reviewed reason’s for Thursday’s market pullback, saying there may be some time before Wall Street sees another rally.
• “The market’s still too overbought, and we got too hopeful and now reality, with its positives that get rewarded, still, and its negatives that are punished, has set in,” he said. “So the time for big gains may be behind us for a bit as we recharge and shed our Panglossian rose-colored glasses.”

(2) [No Video Clip for non-Club members] Executive Interview: Intuit CEO Sasan Goodarzi goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/08/22/intuit-ceo-sasan-goodarzi-goes-one-on-one-with-jim-cramer.html)

Intuit CEO Sasan Goodarzi joins ‘Mad Money’ host Jim Cramer to talk quarterly results.

Ticker: INTU

(3) Executive Interview: Viking CEO explains the cruise line’s baby boomer niche who have ‘time, money and, above all, curiosity’ (https://www.cnbc.com/2024/08/22/viking-ceo-explains-the-cruise-companys-baby-boomer-niche.html)

• In a Thursday interview with CNBC’s Jim Cramer, Viking Holdings CEO Torstein Hagen said his cruise line’s target audience — people 55 and over — has served the company well.
• Unlike many cruise companies, Viking does not allow children. They cater to higher income baby boomers and offer river and ocean cruises primarily around Europe.

Ticker: VIK

(4) [No Video Clip for non-Club members] Executive Interview: We reoriented the business after a rough couple years in China, says Fortune Brands Innovations CEO (https://www.cnbc.com/video/2024/08/22/we-reoriented-the-business-after-a-rough-couple-years-in-china-says-fortune-brands-innovations-ceo.html)

Fortune Brands Innovations CEO Nicholas Fink joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the state of housing, its outdoor segment and more.

Ticker: FRIN

(5) Cramer’s Lighting Round: L3Harris is ‘terrific’ (https://www.cnbc.com/2024/08/22/cramers-lighting-round-l3harris-is-terrific.html)

• Micron: ”…Now it’s coming back down, I think it probably goes to 98, 99. I would buy more right there.”
• Crane Co: ”…It is a very well-run company that has totally pivoted and does very little metal-bending. It’s a high-tech company. I like Crane.”
• Iron Mountain: ”…I suggest that you actually sell some Iron Mountain…Let the rest run. That will be the wise thing to do right here.”
• L3Harris: “I think it’s terrific.”
• Devon Energy: ”…I would own Devon, but don’t get excited.”
• Intel: “I think that Intel is getting whacked by AMD…I much prefer Arm Holdings.”

Ticker: MU, CR, IRM, LHX, DVN, INTC

(6) [No Video Clip for non-Club members] Reports of Amazon’s death were premature, says Jim Cramer (https://www.cnbc.com/video/2024/08/22/reports-of-amazons-death-were-premature-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at Amazon earnings.

Ticker: AMZN

Other Stocks Discussed (calls with audience): Healthpeak Properties, Inc. (DOC), Carvana (CAVA), Abbott (ABT)

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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