Mad Money: 2024年10月17日(木)の放送の要点

2024年10月17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 says investors too worried about the Fed’s next move are missing opportunities (https://www.cnbc.com/2024/10/17/cramer-investors-worried-about-the-feds-next-move-are-missing-out.html)

• CNBC’s Jim Cramer said some investors are missing market opportunities because they are too focused on what the Federal Reserve will do next when it comes to interest rates.
• “I’m not saying the stock market will never go down when the Fed’s easing,” he said. “I am saying there are limits to what the Fed impacts.”

(2) [No Video Clip for non-Club members] SL Green CEO Marc Holliday goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/10/17/sl-green-ceo-marc-holliday-goes-one-on-one-with-jim-cramer.html)

SL Green Chairman and CEO Marc Holliday joins ‘Mad Money’ host Jim Cramer to talk the state f the commercial real estate market.

Ticker: SLG

(3) [No Video Clip for non-Club members] Delta was forgiven for the quarter because of one-off issues, says Jim Cramer (https://www.cnbc.com/video/2024/10/17/delta-was-forgiven-for-the-quarter-because-of-one-off-issues-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at Delta Airlines earnings.

Ticker: DAL, UAL

(4) Cramer approves opening a small position in Nike, but it’s ‘a risky call’ (https://www.cnbc.com/2024/10/17/cramer-approves-opening-a-small-position-in-nike-but-its-a-risky-call.html)

• CNBC’s Jim Cramer on Thursday gave investors his stamp of approval to buy some shares of Nike, but he warned that such an investment is tricky.
• Nike disappointed in its most recent quarterly report, and the sneaker retailer has just replaced its CEO.
• Cramer said the change in leadership could help Nike, adding that the company needs to fix its relationships with distributors to pull off a turnaround.

Ticker: NKE

(5) Cramer’s Lighting Round: Texas Roadhouse is ‘still a buy’ (https://www.cnbc.com/2024/10/17/cramers-lighting-round-texas-roadhouse-is-still-a-buy.html)

• Evolv: “This is a pure spec. It doesn’t make money…Not making any money any time soon, you got to be willing to lose a lot of money.”
• Vertiv: “You’ve got to wait for a pullback.”
• NIO: “Too spec…This is really a dice roll.”
• Texas Roadhouse: “I have liked this stock literally for a hundred points…It is still a buy even thought it just keeps going higher and higher.”
• MicroStrategy: “Don’t buy the derivatives, buy the real. Either buy Bitcoin or Ethereum.”
• Iron Mountain: ”…I think it is no longer a buy. I would actually take some profits in that stock.”

Ticker: EVLV, VRT, NIO, CELH, TXRH, MSTR, IRM

(6) [No Video Clip for non-Club members] Jim Cramer looks at Taiwan Semi’s quarter (https://www.cnbc.com/video/2024/10/17/jim-cramer-looks-at-taiwan-semis-quarter.html)

‘Mad Money’ host Jim Cramer compares Taiwan Semi’s quarter to ASML.

Other Stocks Discussed (calls with audience): Applied Digital Corporation (APLD) [I like ENVD better], Snap (SNAP) of Cadence Design Systems (CDNS), Pfizer [PFE), Axon Enterprise, Inc. (AXON), GM (General Motors) [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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