Mad Money: 2024年3月4日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年3月4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 get ready to buy if there’s a market sell-off: ‘I have my shopping list’ (https://www.cnbc.com/2024/03/04/jim-cramer-says-get-ready-to-buy-if-theres-a-market-sell-off.html)

• CNBC’s Jim Cramer disputed talk of sector bubbles, saying investors should be prepared to buy if there’s a sell-off and undervalued stocks pull back.
• “I will be ready to buy if this market sells off,” he said. “Just raise some cash and be ready to do some buying if and when the market has its inevitable pullback after this incredible run.”
• Cramer named Nvidia, Eli Lilly and Novo Nordisk as companies that deserve high valuations.

 

(2) Executive Interview: CEO explains how Coterra manages unpredictable commodity pricing (https://www.cnbc.com/2024/03/04/ceo-explains-how-coterra-manages-unpredictable-commodity-pricing-.html)

• Coterra CEO Tom Jordan told CNBC’s Jim Cramer on Monday said the “flexibility” of its assets helps the oil and gas company deal with unpredictable commodity pricing.
• Jordan said Coterra’s business plan allows it to reallocate capital as needed, and the company doesn’t try to predict pricing.

Ticker: CTRA

 

(3) [No Video Clip for non-Club members] Jim Cramer talks his favorite dividend raisers of 2024 (https://www.cnbc.com/video/2024/03/04/jim-cramer-talks-his-favorite-dividend-raisers-of-2024.html)

‘Mad Money’ host Jim Cramer digs into his favorite dividend raisers of 2024 so far.

Cramer’s favorite dividend raisers of 2024 [% increase year-to-year]: DIS [50%], LEN [33%], MPWR [25%], DPZ [24.8%], YUM [10.7%], SHW [18.2%], WAB [18%], MSCI [16%], VRSK [15%], DHR [12%, held by charitable trust]

 

(4) [No Video Clip for non-Club members] Executive Interview: Nextracker CEO Dan Shugar: Solar panel efficiency has gone way up while costs have come down (https://www.cnbc.com/video/2024/03/04/nextracker-ceo-dan-shugar-solar-panel-efficiency-has-gone-way-up-while-costs-have-come-down.html)

Nextracker Founder and CEO Dan Shugar joins ‘Mad Money’ host Jim Cramer to talk the solar industry, competition in the space, political headwinds and more.

Ticker: NXT

 

(5) Cramer’s Lightning Round: Super Micro Computer has ‘gotten too hot’ (https://www.cnbc.com/2024/03/04/cramers-lightning-round-super-micro-computer-has-gotten-too-hot.html)

• Confluent: “You got to give it a couple quarters because they’ve had some issues involving their financials. And, you know, on Mad Money we do not back companies with financials that are not pristine. So we’re going to have to hold off there.”
• Super Micro Computer: “Super Micro’s gotten too hot for me…I’ve got to pullback on this one.”
• Chewy: “I happen to think that Chewy is bottoming.”
• On Holding: “You should stay interested…I’ve been saying it’s doing well for a very long time, and I’m sticking by my view.”
• Indie Semiconductor: “Indie Semi is too late to auto, and I’m not interested, or as interested, in the auto, in the ADAS, or the, frankly, self-driving. I’m just not there. Just doesn’t have the support yet.”

Ticker: CFLT, SMCI, CHWY, ONON, INDI

 

(6) [No Video Clip for non-Club members] Investors understand their banks are stronger than ever before, says Jim Cramer (https://www.cnbc.com/video/2024/03/04/investors-understand-their-banks-are-stronger-than-ever-before-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes stock of the state of regional banks one year after the collapse of SVB.

 

Other Stocks Discussed (calls with audience): Constellation Brands (STZ) [beer not hurt, hard liquor does], Palo Alto Network (PANW) [national disgrace what the law firms do], Paramount (PARA) [hold on]

 

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

****************************

前回のエピソード

次回のエピソード

 

 

[投稿者]

投稿