Mad Money: 2024年9月19日(木)の放送の要点

2024年9月19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) Jim Cramer explains why he’s not worried about the Fed’s aggressive rate cut (https://www.cnbc.com/2024/09/19/cramer-on-why-hes-not-worried-about-the-feds-aggressive-rate-cut.html)

• CNBC’s Jim Cramer attempted to put to bed any fears on Wall Street that Wednesday’s 50 basis point rate cut was a negative move for the market, noting that these cuts are rarely bad news, as long as they’re widely expected.
• “You need to know that a rate cut is never bad for stocks, as long as it’s telegraphed,” he said. “A large rate cut, as long as it’s communicated to the media with plenty of time in a considered way, is also acceptable.”

(2) Jim Cramer reviews 10 stocks that perform well just after the start of a cutting cycle (https://www.cnbc.com/2024/09/19/jim-cramer-reviews-10-stocks-that-perform-well-after-rate-cuts-start.html)

• CNBC’s Jim Cramer on Thursday reviewed stocks that have historically performed well just after the Federal Reserve embarks on a cutting cycle and chose his favorites.
• Using data compiled by CNBC Pro, Cramer discussed the top 10 stocks with the median best performance during three months after an initial cut over the past 40 years.
• He pinpointed Apple, Target and Textron.

Ticker: WDC [value trap, buy MU instead), LRCX [best in the group, but let it come down], UNH [not recommend here], EXPD, AAPL, KR, TXT, , BEN, AMGN, TGT

“Bottom Line: The best stocks I can fully endorse post-FED decision are Apple, Target and Textron in that order.”

(3) [No Video Clip for non-Club members] Executive Interview: CrowdStrike CEO George Kurtz: The security industry is always under attack (https://www.cnbc.com/video/2024/09/19/crowdstrike-ceo-george-kurtz-the-security-industry-is-always-under-attack.html)

CrowdStrike President and CEO George Kurtz joins ‘Mad Money’ host Jim Cramer to talk the state of cybersecurity, the aftermath of the global system shutdown, collaboration with Microsoft and more.

Ticker: CRWD

(4) [No Video Clip for non-Club members] Executive Interview: The economy and labor market are solid, says Jim Cramer ()

‘Mad Money’ host Jim Cramer looks at the state of the consumer following yesterday’s rate cut announcement and earnings.

Ticker: DRI

(5) Cramer’s Lightning Round: Viking is a buy (https://www.cnbc.com/2024/09/19/cramers-lightning-round-viking-is-a-buy.html)

• Viking: “You want to buy Viking…This is a really fine company, and it will do well for multiple years because they have many ships coming in.”
• Gentex: “Gentex is too closely related to autos, and autos have been hurt so bad. And I don’t see a quick turn. We’re going to need several Fed rate cuts before they turn.
• Cadre Holdings: “It’s a good simple story.”
• Celsius: “Something’s the matter with Celsius…I want to know what’s wrong.”

Ticker: VIK, GNTX, CDRE, CELH

(6) [No Video Clip for non-Club members] Apple’s job is to make good products, not temporarily protect its stock, says Jim Cramer (https://www.cnbc.com/video/2024/09/19/apples-job-is-to-make-good-products-not-temporarily-protect-its-stock-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at iPhone 16 demand and recent comments from T-Mobile’s CEO on what he is seeing in the space.

Ticker: AAPL

Other Stocks Discussed (calls with audience): Sofi Technology (SOFI), United Parcel Services (UPS)

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）

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