Mad Money: 2024年10月30日(水)の放送の要点

2024年10月30日(水)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 CEOs must properly explain the bad news in every quarter (https://www.cnbc.com/2024/10/30/jim-cramer-says-ceos-must-properly-explain-the-bad-news-in-every-quarter.html)

• CNBC’s Jim Cramer on Wednesday discussed the tricky nature of bad quarters, saying management needs to explain and not gloss over any misses or poor results.
• “Memo to CEOs everywhere: each gutter ball, every strike out, must be explained or we’ll be concerned that you simply don’t take the process seriously,” he said. “If you don’t want to face the music, then you need to give us the happy family of good results and a sunny forecast.”

(2) [No Video Clip for non-Club members] Executive Interview: Buffett’s investment is another signal that others see the value of Ulta, says CEO David Kimbell (https://www.cnbc.com/video/2024/10/30/buffetts-investment-is-another-signal-that-others-see-the-value-of-ulta-says-ceo-david-kimbell.html)

Ulta CEO David Kimbell joins ‘Mad Money’ host Jim Cramer to talk quarterly results, consumer trends, and more.

Ticker: ULTA

(3) Executive Interview: Shake Shack CEO talks expansion goals as shares climb after earnings beat: ‘Now’s our opportunity’ (https://www.cnbc.com/2024/10/30/shake-shack-ceo-talks-expansion-as-shares-climb-after-earnings-beat.html)

• Shake Shack CEO Rob Lynch talked plans to expand across the country and internationally, suggesting the burger chain fits into a “fine casual” dining niche not occupied by many in the industry.
• Nearing ten years on the market, Shake Shack started business in New York City as part of restauranteur Danny Meyer’s empire.
• Shares jumped on Wednesday after the chain reported an earnings beat.

Ticker: SHAK

(4) [No Video Clip for non-Club members] Executive Interview: We’ve brought the European operating model into the Americas, says V.F. Corp. CEO Bracken Darrell (https://www.cnbc.com/video/2024/10/30/weve-brought-the-european-operating-model-into-the-americas-says-vf-corp-ceo-bracken-darrell.html)

V.F. Corp. President and CEO Bracken Darrell joins ‘Mad Money’ host Jim Cramer to talk quarterly results, its brand offerings, consumer trends and more.

Ticker: VFC

(5) Cramer’s Lightning Round: Vertex Pharmaceuticals is a buy (https://www.cnbc.com/2024/10/30/cramers-lightning-round-vertex-pharmaceuticals-is-a-buy.html)

• Vertex Pharmaceuticals: “This company is doing the lord’s work…I think it should be bought.”
• CME Group: “It is one of the most consistent, great companies…It is a strong buy.”
• T. Rowe Price Group: “I think it’s such a great company…I want to buy the stock.”
• Micron: “Enough with the selling of MU.”

Ticker: VRTX, CME, TROW, MU [buy buy buy]

(6) I don’t know if Super Micro is guilty or innocent, says Jim Cramer (https://www.cnbc.com/video/2024/10/30/i-dont-know-if-super-micro-is-guilty-or-innocent-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks accusations of Super Micro committing accounting fraud.

Ticker: SMCI

Other Stocks Discussed (calls with audience): DRT [I think HP should be bought]

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 (Sound from Spotify）

Disclaimer

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