Mad Money: 2024年11月19日(火)の放送の要点

2024年11月19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 explains why budget retailers like Walmart are seeing success (https://www.cnbc.com/2024/11/19/cramer-explains-why-budget-retailers-like-walmart-are-seeing-success.html)

• CNBC’s Jim Cramer surveyed the consumer spending landscape, explaining why he thinks budget retailers are posting good earnings results even as inflation continues to weigh on customers.
• “Unless you can demonstrably show that your prices have come down, which is quite obvious from any trip to Walmart or Costco, or any perusal of any page at Amazon,” he said. “You won’t be able to generate the kind of numbers that can send your stock higher.”

Ticker: WMT

(2) [No Video Clip for non-Club members] Executive Interview: Rockwell Automation CEO Blake Moret goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/11/19/rockwell-automation-ceo-blake-moret-goes-one-on-one-with-jim-cramer.html)

Rockwell Automation Chairman and CEO Blake Moret joins ‘Mad Money’ host Jim Cramer talks quarterly results,introducing AI in factories, and more.

Ticker: ROK

(3) Off-the-Chart: Charts suggest market could weather Trump tariff increases, Jim Cramer says (https://www.cnbc.com/2024/11/19/cramer-charts-suggest-market-could-weather-trump-tariff-increases.html)

• CNBC’s Jim Cramer said charts suggest that fears about President-elect Donald Trump’s intentions to implement major tariffs on imports won’t affect the market yet.
• Cramer examined analysis by Jessica Inskip, director of investor research at StockBrokers.com.
  He also said the charts show that the impact of any actual tariffs will be lessened if the market remains bullish.

(4) [No Video Clip for non-Club members] Executive Interview: AeroVironment CEO: We have so many layers of demand globally, will keep us busy for a decade (https://www.cnbc.com/video/2024/11/19/aerovironment-ceo-we-have-so-many-layers-of-demand-globally-will-keep-us-busy-for-a-decade.html)

AeroVironment Chairman, President and CEO Wahid Nawabi joins ‘Mad Money’ host Jim Cramer to talk global demand amidst uncertainty in the defense space.

Ticker: AV

(5) Cramer’s Lightning Round: Amphenol is a ‘terrific stock’ (https://www.cnbc.com/2024/11/19/cramers-lightning-round-amphenol-is-a-terrific-stock.html)

• Freeport-McMoRan: “I don’t like the copper stocks, and copper doesn’t yield a lot here…I just don’t want to own.”
• TransMedics: “I don’t know how you can really make a lot of money in that business, frankly.”
• Amphenol: “I do think that this is a terrific stock.”
• Devon Energy: “I like Devon, but I think Coterra is far superior to Devon.”

Ticker: FCX, TMDX, APH, DVN

(6) [No Video Clip for non-Club members] Jim Cramer weighs in on Liberty Energy (https://www.cnbc.com/video/2024/11/19/jim-cramer-weighs-in-on-liberty-energy.html)

‘Mad Money’ host Jim Cramer takes a closer look at Liberty Energy after its CEO was tapped by Trump to take over energy department.

Other Stocks Discussed (calls with audience): CVS [they have a lot to do; take a pass], Uber (UBER) [buy], (CRWD) [bought for charitable trust this morning]

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）
• Internet Archive (Video & Texts per minute）

Disclaimer

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