Mad Money: 2024年10月10日(木)の放送の要点

2024年10月10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 lists 10 stocks on the S&P 500 that notched the biggest gains in the past two years (https://www.cnbc.com/2024/10/10/jim-cramer-10-stocks-on-the-sp-500-that-led-a-2-year-bull-market.html)

• Traders have bullishly invested in companies on the S&P 500, leading the index of 500 large U.S. companies to new heights over the past two years.
• Jim Cramer reflected on the lead performing stocks, with his favorite buys being Nvidia, Broadcom and Fair Isaac.
• “Every night I say there’s always a bull market somewhere, and for the last two years, well, it’s been right in front of you,” he said.

Ticker: NVDA, SMCI, VST, PLTR, FICO, GE, META, AVGO, RCL, ANET

(2) [No Video Clip for non-Club members] Executive Interview: Samsara CEO Sanjit Biswas goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/10/10/samsara-ceo-sanjit-biswas-goes-one-on-one-with-jim-cramer.html)

Samsara Co-Founder and CEO Sanjit Biswas joins ‘Mad Money’ host Jim Cramer to talk data collection, quarterly results and more.

(3) [No Video Clip for non-Club members] Higher costs have done real damage to UPS on the earnings front, says Jim Cramer (https://www.cnbc.com/video/2024/10/10/higher-costs-have-done-real-damage-to-ups-on-the-earnings-front-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at more stocks in his ‘YEV’ criteria.

Ticker: BMY, FDX, D

(4) We’re chasing Texas Pacific Land Corp., it’s stopping me from recommending the stock, says Jim Cramer (https://www.cnbc.com/video/2024/10/10/were-chasing-texas-pacific-land-corp-its-stopping-me-from-recommending-the-stock-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at Texas Pacific Land Corp. and weighs if its worth adding to your portfolio right now.

Ticker: TPL

(5) Cramer’s Lightning Round: Robinhood is a buy (https://www.cnbc.com/2024/10/10/cramers-lightning-round-robinhood-is-a-buy.html)

• Old Dominion Freight Line: “I think Old Dominion is going to have a good year…But I do prefer the stock of Union Pacific.”
• Micron: “Micron had an amazing quarter…I still think it’s a buy.”
• American Tower: ”…I don’t want you to touch American Tower.”
• Howmet Aerospace: “Howmet is one of the greatest stocks of our time…It’s going higher.”
• Modine Manufacturing: “It’s just one of these great metal-bending companies…I would buy the stock.”
• ADMA Biologics: “This is a very speculative stock.”
• Robinhood: “Buy the stock.”
• CVS: “I think there’s real value here.”

Ticker: ODFL, MU, AMT, HWM, MOD, ADMA, HOOD, CVS

(6) Jim Cramer says to focus more on earnings than inflation data with Fed in a cutting cycle (https://www.cnbc.com/2024/10/10/cramer-focus-on-earnings-not-inflation-data-with-fed-in-cut-cycle.html)

• CNBC’s Jim Cramer said investors shouldn’t worry too much about the latest consumer price index data because the Federal Reserve has already started its cutting cycle.
• Instead, he recommended paying attention to companies’ quarterly report as earnings season begins.
• “At the end of the day, the earnings are what control stock prices long-term, and stocks are what we’re trying to make money on,” he said.

Other Stocks Discussed (calls with audience): IBM (IBM) [buy gradually], Affirm (AIRM) [I like the stock], Spotify (SPOT)[I will buy for the trust], Nucor (NUE) [weakest industry, but good idea to 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）

Disclaimer

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