Mad Money: 2024年9月13日(金)の放送の要点

2024年9月13日(金)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’s week ahead: Fed rate decision, earnings from Darden and Cracker Barrel (https://www.cnbc.com/2024/09/13/jim-cramers-week-ahead-fed-rate-decision-restaurant-earnings.html)

• CNBC’s Jim Cramer is eyeing the long-awaited interest rate decision from the Federal Reserve and earnings from restaurant chain companies Darden and Cracker Barrel.
• Investors are broadly expecting the central bank to issue a rate cut but are unsure whether it will be by 25 or 50 basis points. Cramer said he’s betting on the former.
• “There’s simply no reason for the Fed to take that chance when it can simply hit us with a series of thoughtful 25 basis point cuts that neither reignite inflation nor cause panic,” he said.

(2) Executive Interview: Foot Locker CEO says ‘brick and mortar is never going to be dead’ (https://www.cnbc.com/2024/09/13/foot-locker-ceo-says-brick-and-mortar-is-never-going-to-be-dead.html)

• Foot Locker CEO Mary Dillon told CNBC’s Jim Cramer on Friday that both physical stores alongside online shopping remain important in the retail sector.
• “Brick and mortar is never going to be dead, and you have to invest in your stores to make them exciting for your customers,” she said. “For certain categories like sneakers, you’re always going to have to be great in store and online, because that’s how people want to shop.”

Ticker: FL

(3) [No Video Clip for non-Club members] Adobe’s stock is worth buying, but next few months could be volatile, says Jim Cramer (https://www.cnbc.com/video/2024/09/13/adobes-stock-is-worth-buying-but-next-few-months-could-be-volatile-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at Adobe’s earnings report and how it impacted today’s stock action.

Ticker: ADBE

(4) [No Video Clip for non-Club members] Mad Money with Jim CramerJim Cramer answers Investing Club members’ questions (https://www.cnbc.com/video/2024/09/13/jim-cramer-answers-investing-club-members-questions.html)

‘Mad Money’ host Jim Cramer answers Investing Club members’ questions.

• Any ideas why e.l.f. Beauty is no the shelf? Earnings whern’t bad enought to cause the stock’s big drop. Guidance didn’t blow anyone away, but it was in the ballpark. International expansion is going great. So, what’s going on? — (1) ELF is heavily shorted which heaby

(5) Cramer’s Lightning Round: Motorola Solutions ‘just coins money’ (https://www.cnbc.com/2024/09/13/cramers-lightning-round-motorola-solutions-just-coins-money.html)

• Motorola Solutions: “This is a company that does two-way radios, it does bar codes, it does lots of government infrastructure, and it just coins money.”
• Federated Hermes: “That’s an investment management company that I do not know well.”
• Gerdau: “GGB is a company that I don’t really care fore. If you want steel, you do Nucor.”
• Domino’s Pizza: ”…Domino’s itself did screw up. They didn’t know that they had a weak franchise that was missing its numbers from overseas, and that caused people to think that, wait a second, maybe they’re not as in control of their destiny as we thought. And that’s why the stock’s going down, and that is an actual worry for me too.

Ticker: MSI, FII, GGB, DPZ

(6) [No Video Clip for non-Club members] Jim Cramer talks strong performance of homebuilder stocks (https://www.cnbc.com/video/2024/09/13/jim-cramer-talks-strong-performance-of-homebuilder-stocks.html)

‘Mad Money’ host Jim Cramer talks recent performance in homebuilders.

Ticker: RH

Other Stocks Discussed (calls with audience): SLB (SLB) [expensive stock, not sell down here], Texas Pacific Land (TPL), Salesforce (CRM) or Service Now (NOW) [hold both, don’t buy]

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