Mad Money: 2024年2月5日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年2月5日(月)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) Cramer says the ‘bifurcated consumer’ is making this market hard to understand (https://www.cnbc.com/2024/02/05/cramer-says-the-bifurcated-consumer-makes-market-hard-to-understand.html)

• CNBC’s Jim Cramer on Monday told investors why it’s hard to generalize about consumer behavior, saying there’s a stark divide between cash-strapped consumers and ones that are flush.
• “High rates may not be helping, but they aren’t hurting yet either, right now at least,” he said. “In the meantime, we’ve got a bifurcated consumer in this country, and until you understand that, nothing in this market will make sense at all, let alone the inequality that comes with it.”

Ticker: MCD, DLTR, AXP

 

(2) [No Video Clip for non-Club Member] The life sciences cohort has had a prolonged downturn for the past few years, says Jim Cramer (https://www.cnbc.com/video/2024/02/05/the-life-sciences-cohort-has-had-a-prolonged-downturn-for-the-past-few-years-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks Danaher and the broader life sciences cohort.

Ticker: DHR, TMO

 

(3) [No Video Clip for non-Club Member] Off-the-Chart: Jim Cramer hits the charts to see if MongoDB’s big move is sustainable (https://www.cnbc.com/video/2024/02/05/jim-cramer-hits-the-charts-to-see-if-mongodbs-big-move-is-sustainable.html)

‘Mad Money’ host Jim Cramer hits the charts for a closer look at MongoDB after a big move in the stock.

Ticker: MDB [a lot more room to run]

 

(4) [No Video Clip for non-Club Member] I’m impressed by what I see with Axsome Therapeutics, says Jim Cramer (https://www.cnbc.com/video/2024/02/05/im-impressed-by-what-i-see-with-axsome-therapeutics-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at Axsome Therapeutics.

Ticker: AXSM

 

(5) Cramer’s Lightning Round: ‘Hold off’ on Kroger (https://www.cnbc.com/2024/02/05/cramers-lightning-round-hold-off-on-kroger.html)

• Icahn Enterprises: “IEP, I have no idea what it really owns. I will not recommend stocks on Mad Money when I do not know what they own.”
• AST SpaceMobile: “I don’t see any way shape or form that they’re going to be making money, so I’m going to have to hold off that one.”
• GSK: “I think GSK is going even higher than it is right now. It’s been a terrific winner of late…I’m a believer in GSK.”
• Kroger: “Normally I would say we’re fine with Kroger, but the CFO just quit. And I got to find out what the heck is going on…We’re going to hold off right now for Kroger.”
• Parker-Hannifin: “I think PH is a remarkable company.”
• BigCommerce: “No, we got Amazon.”

Ticker: POWL, IEP, AVO, ASTS, GSK, KR, PH, BIGC, DNC

 

(6) Jim Cramer says there’s money to be made before the Fed cuts rates (https://www.cnbc.com/2024/02/05/jim-cramer-says-theres-money-to-be-made-before-the-fed-cuts-rates.html)

• CNBC’s Jim Cramer on Monday said even though it’s unclear when rates will come down, there is money to be made.
• “I’m beginning to believe that the biggest money will be made between this period where the Fed’s holding pat and the moment where we get the first rate cuts,” Cramer said.

 

Other Stocks Discussed (calls with audience): United Rentals (URI) [cannot recommend at this price], Lockheed Martin (LMT) [I am a buyer], (BMY) [wait, I prefer, LLY], QUALCOMM (QCOM) [they are better fish to fry] , IBM (IBM) vs Nexstar (NXST) [IBM is a keeper]

 

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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