Mad Money: 2024年10月8日(火)の放送の要点

2024年10月8日(火)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 looks at Amazon and Apple and why it can be tough to sit on good stocks (https://www.cnbc.com/2024/10/08/jim-cramer-amazon-apple.html)

• CNBC’s Jim Cramer gave a lesson on why it’s difficult for some investors to sit on solid stocks.
• Pulling Apple and Amazon for examples, he described how some on Wall Street can get spooked by analyst downgrades, which can cost them down the line.
• “Analysts and commentators love to take aim at big long-term winners,” he said. “Their jeremiads have scared so many people out of some amazing gains.”

Ticker: AAPL, AMZN, HON [big position in charitable trust]

(2) Executive Interview: Generac CEO says pressure on the power grid ‘is only going to get worse’ from weather and technology (https://www.cnbc.com/2024/10/08/generac-ceo-says-pressure-on-the-power-grid-only-going-to-get-worse.html)

• Aaron Jagdfeld, CEO of generator company Generac, warned that the pressure on the power grid is only going to increase, burdened by a massive crop of new data centers and more severe weather.
• Jagdfeld said that during the first nine months of 2024, 1.2 billion hours were lost to outages in the U.S.
• Jagdfeld said the increased demand for technology like artificial intelligence and electric vehicles will continue to weigh on the grid.

Ticker: GNRC

(3) [No Video Clip for non-Club members]Regional banks do much better in a falling interest rate environment, says Jim Cramer (https://www.cnbc.com/video/2024/10/08/regional-banks-do-much-better-in-a-falling-interest-rate-environment-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at another batch of his ‘YEV’ criteria stocks.

Ticker: KEY, HBAN, CFG

(4) [No Video Clip for non-Club members] You need to be ‘extra careful’ with private equity backed IPOs, says Jim Cramer (https://www.cnbc.com/video/2024/10/08/you-need-to-be-extra-careful-with-private-equity-backed-ipos-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at market newcomer StandardAero.

Stock: Standard Aero [Buy right here]

(5) Cramer’s Lightning Round: ‘I like Target right here’ (https://www.cnbc.com/2024/10/08/cramers-lightning-round-i-like-target-right-here.html)

• Unity Software: ”…When they start making a lot of money, then give me a call.”
• Alumis: “That is a really, incredibly speculative situation. As long as you know it’s speculative, and you could lose everything on that one, go ahead. It’s not my cup of tea.”
• Target: “I’m going to buy some target at this price and then wait another five points and buy more. I like Target right here.”
• SoundHound AI: “I think SoundHound is a meme stock, it loses money.”
• Merck: ”…I think at these levels you want to buy the stock of Merck.”

Ticker: U , ALMU, TGT, SOUN, MRK

(6) [No Video Clip for non-Club members] Underperforming as CEO these days may actually get you fired, says Jim Cramer (https://www.cnbc.com/video/2024/10/08/underperforming-as-ceo-these-days-may-actually-get-you-fired-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks CEO accountability on Wall Street.

Ticker: NKE

Other Stocks Discussed (calls with audience): Palantir (PLTR) [cold stock, I would not buy, stay long], Carnival Corporation (CCL) [I prefer Royal Caribbean], Builders FirstSource (BLDR) [I like the stock but prefer HD], Home Depot (HD) [held by charitable trust]

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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