Mad Money: 2024年2月12日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年2月12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) Despite weeks of gains, Cramer doesn’t see a market-wide decline soon (https://www.cnbc.com/2024/02/12/despite-weeks-of-gains-cramer-doesnt-see-a-market-wide-decline-soon.html)

• CNBC’s Jim Cramer on Monday said he doesn’t see a market decline coming soon, adding that this momentum may last longer than some think.
• “Without huge chunks of selling, we aren’t gonna have that decline,” he said. “Too many people want in and haven’t had the chance. Too few want to get out.”

Ticker: ARM, NVDA, FANG, ABNB

 

(2) [No Video Clip for non-Club Member] Jim Cramer shines a light on solar stock Nextracker (https://www.cnbc.com/video/2024/02/12/jim-cramer-shines-a-light-on-solar-stock-nextracker.html)

‘Mad Money’ host Jim Cramer takes a closer look at solar power play Nextracker and the stock’s potential.

Ticker: NXT

 

(3) [No Video Clip for non-Club Member] Too much uncertainty with DigitalOcean to invest right now, says Jim Cramer (https://www.cnbc.com/video/2024/02/12/too-much-uncertainty-with-digitalocean-to-invest-right-now-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer catches up on his homework with DigitalOcean and tells you if you should consider investing.

Ticker: DOCN

 

(4) [No Video Clip for non-Club Member] Executive Interview: Trane Technologies CEO Dave Regnery goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/02/12/trane-technologies-ceo-dave-regnery-goes-one-on-one-with-jim-cramer.html)

Trane Technologies Chairman and CEO Dave Regnery sits down with ‘Mad Money’ host Jim Cramer to talk quarterly results, new product launches in 2023, what’s ahead for 2024 and more.

Ticker: TT

 

(5) Cramer’s Lightning Round: Affirm is a buy (https://www.cnbc.com/2024/02/12/cramers-lightning-round-affirm-is-a-buy.html)

• Vertiv: “One of the great performers of our time.”
• General Dynamics: “I like that CEO, it’s just terrific. I think you stick with the thing.”
• C3.ai: “That’s Tom Siebel, I happen to like Tom. I don’t see any earnings there…I can’t recommend a stock that has no earnings.”
• Altimmune: “It does seem like they have something…It’s good spec, but that’s what it is, it’s spec.”
• Affirm: “You’ve got a winner with Affirm [buy, buy, buy!].
• Darling Ingredients: “Darling is a really interesting company, but the stock keeps going down. It’s too inexpensive to go, I’m going to leave it like that.”

Ticker: VRT, GD, AI, ALT, AFRM, DAR

 

(6) Cramer says weight loss drugs could bring down stocks in the food and beverage sector (https://www.cnbc.com/2024/02/12/cramer-says-weight-loss-drugs-could-bring-down-certain-food-stocks.html)

• CNBC’s Jim Cramer on Monday told investors to be wary of snack food and beverage stocks as weight loss drugs captivate Wall Street.
• “Stay away from these food and beverage stocks because there will be a day, that day will come, when one of them finally admits they’ve been hurt by the GLP-1s, and that will take down every stock in the group,” he said.

Ticker: XPOF, PLNT

 

Other Stocks Discussed (calls with audience): Darden Restaurant (DRI), Wells Fargo (WFC) [that should be bought right here right now], Confluent (CFLT) [buy some right here], Broadcom (AVGO) [buy buy 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）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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