Mad Money: 2024年3月5日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年3月5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 this market action is indicative of a top, not a bubble (https://www.cnbc.com/2024/03/05/jim-cramer-says-this-market-action-is-indicative-of-a-top-not-a-bubble.html)

• CNBC’s Jim Cramer on Tuesday reviewed Tuesday’s declines, saying this action doesn’t indicate a market bubble, but that stocks may be hitting their tops.
• “Toppy” action may not be great, Cramer said, but it’s “much less devastating than a burst bubbl

 

(2) [No Video Clip for non-Club members] Figuring out how to leverage data science and AI has been a huge unlock for us, says Oddity Tech CFO (https://www.cnbc.com/video/2024/03/05/figuring-out-how-to-leverage-data-science-and-ai-has-been-a-huge-unlock-for-us-says-oddity-tech-cfo.html)

Lindsay Drucker Mann, Oddity Tech Global CFO, joins ‘Mad Money’ host Jim Cramer to talk AI integration, quarterly results, and more.

Ticker: ODD

 

(3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer hits the charts to predict if there’s stormy weather ahead for the averages (https://www.cnbc.com/video/2024/03/05/jim-cramer-hits-the-charts-to-predict-if-theres-stormy-weather-ahead-for-the-averages.html)

‘Mad Money’ host Jim Cramer hits the charts this week to see what’s ahead for the major averages.

 

(4) Executive Interview: Inspire Brands CEO is ‘pleasantly surprised’ about the resiliency of consumers (https://www.cnbc.com/2024/03/05/inspire-brands-ceo-is-pleasantly-surprised-about-consumer-resiliency.html)

• Despite the ongoing pressures of inflation, Inspire Brands CEO Paul Brown told CNBC’s Jim Cramer on Tuesday he’s seen that consumers have been resilient.
• Inspire Brands owns numerous well-known restaurant chains including Dunkin’, Baskin-Robins, Buffalo Wild Wings, Arby’s, Jimmy John’s and Sonic.

 

(5) Cramer’s Lightning Round: ‘You should own’ BlackRock (https://www.cnbc.com/2024/03/05/cramers-lightning-round-you-should-own-blackrock.html)

• VICI Properties: ”…I’m not sure I like it because I just think it’s a little too dicey…Let’s have them back on, maybe we can figure out what the heck is going on, because I do think the management there is excellent.”
• Generac: “As long as interest rates are going to go low, or lower, that’s fine with me, because the grid’s awful…I think it’s fine here.”
• Cabaletta Bio: “That’s T-cell immunity, I have always felt that that is an incredible, hopeful product, so that with speculation money, I’m fine with it. I typically do not like a lot of biotechs, but that is a particular kind of therapy that I believe in, so I’m ok with it.”
• Regions Financial: “Just hold on to it. It’s not my favorite bank, but I think it’s fine.”
• Marathon Digital: “Just go buy the bitcoin ETF, that’s what you want to do. Don’t fool around, own the pure.”
• Portillo’s: “I’ve lost faith in this management, they should be delivering better…That company is an overvalued company, and I just don’t get how they could make it so they don’t have better earnings. I mean it, they need better earnings.”
• Powell Industries: “It’s not done. Powell is just a really good company.”
• BlackRock: “It’s going higher. I think BlackRock is the distinguishing event, it is the great financial repository for our nation, and you should own it.”

Ticker: VICI, GNRC, CABA, RF, MARA, PTLO , POWL, BLK

 

(6) [No Video Clip for non-Club members] You need the best stocks not the worst ETFs, says Jim Cramer (https://www.cnbc.com/video/2024/03/05/you-need-the-best-stocks-not-the-worst-etfs-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at the solar industry and the best practices to investing in the space.

TAN, CEG, NXT

 

Other Stocks Discussed (calls with audience): Eaton (ETN) [you should wait a little more; wait for come down], Hertz (HTZ) [Broke stock, rather than broken company], Oracle (ORCL)

 

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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