Mad Money: 2024年2月13日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年2月13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 says Tuesday’s sell-off was based on ‘bad judgment’ (https://www.cnbc.com/2024/02/13/jim-cramer-says-tuesdays-sell-off-was-based-on-bad-judgement.html)

• CNBC’s Jim Cramer said Tuesday’s sell-off was a result of poor judgment on the part of shareholders.
• “The market won’t bottom all at once — there will be some stocks that will bottom tomorrow — but I think this is a sell-off based on bad judgment, not bad earnings or a bad business environment,” he said.

(2) Executive Interview: Shopify President says international business is a ‘massive area of growth’ (https://www.cnbc.com/2024/02/13/shopify-president-says-international-is-a-massive-area-of-growth.html)

• Shopify President Harley Finkelstein told CNBC’s Jim Cramer how his company’s international business is growing.
• “International is a massive area of growth for us,” he said. “So not only can any brand of all sizes use Shopify, but once they start selling with us, we want to make it default global, meaning we want their customer base to be global.”

Ticker: SHOP

 

(３) [No Video Clip for non-Club Member] I recommend buying Arista Networks on the pull back, says Jim Cramer (https://www.cnbc.com/video/2024/02/13/i-recommend-buying-arista-networks-on-the-pull-back-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at Arista Networks’ stock after its quarterly results.

Ticker: ANET

 

(4) [No Video Clip for non-Club Member] Executive Interview: Restaurant Brands Executive Chairman Patrick Doyle sits down with Jim Cramer (https://www.cnbc.com/video/2024/02/13/restaurant-brands-executive-chairman-patrick-doyle-sits-down-with-jim-cramer.html)

Restaurant Brands Executive Chairman Patrick Doyle joins ‘Mad Money’ host Jim Cramer to talk quarterly results, consumer trends, new menu offerings and more.

Ticker: QSR

 

(5) Cramer’s Lightning Round: Sempra is a buy (https://www.cnbc.com/2024/02/13/cramers-lightning-round-sempra-is-a-buy.html)

• Iron Mountain: “It’s a stock that I’ve liked for a long time. The yield’s only 4%, why? Because the stock’s gone up so much. I reiterate that I like the stock.”
• Toyota: “This is a very tough one to be able to come in and buy stock up $5, but I will tell you that I think Toyota is going higher. Buy some and then wait for it to come down.”
• Dick’s Sporting Goods: ”…Wait for it to come down, I hate a parabolic move, and that’s exactly what you’re getting there. I don’t like it straight up, so wait.”
• Rockwell Automation: “Rockwell is in the penalty box. That was a miserable quarter. I can’t recommend a stock that just had a bad quarter.”
• Joby Aviation: “They’ve got to come closer to profitability, they really do. They’re so far from profitability I cannot recommend them. It’s just too painful.”
• Palantir: “I think that Palantir quarter was good, I know the stock is straight up, I would like it to come in a little, but it might not.”
• Sempra: “I like Sempra very, very much. And, you know, it’s come down here to the point where you can get a good yield and some growth. I would actually pull the trigger and buy that stock right here [buy, buy, buy].”
• Dutch Bros: “I need to see a good quarter.”

Ticker: IRM, TM, DKS, ROK, JOBY, PLTR, SRE [buy buy buy], BROS

 

(6) Eli Lilly’s weight-loss drug could be the best selling drug of all time, says Jim Cramer (https://www.cnbc.com/video/2024/02/13/eli-lillys-weight-loss-drug-could-be-the-best-selling-drug-of-all-time-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at the top performing stocks on the S&P 500 as it reached the 5,000 milestone.

Ticker: NVDA, LLY, BLDR, ANET, PANW, MPC, TRGP, AVGO, FICO, JBL

 

Other Stocks Discussed (calls with audience): T-Mobile (TMUS) vs Verizon (VZ), On Holding (ONON), Marvel (MRVL) [let this one come in], Microsoft (MSFT) [hold on, huge position in charitable trust]

 

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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