Mad Money: 2024年5月3日(金)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年5月3日(金)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’s week ahead: Earnings from Disney, Uber and Warner Bros. Discovery (https://www.cnbc.com/2024/05/03/cramers-week-ahead-earnings-from-disney-uber-and-warner-bros-discovery.html)

• CNBC’s Jim Cramer on Friday guided investors through the upcoming earnings-packed schedule on Wall Street, saying to focus on reports from companies such as Uber, Disney and Warner Bros. Discovery.
• He also said investors can worry less about the Federal Reserve’s next move because April’s labor report was weaker than expected.

 

(2) Executive Interview: Cramer says he likes Cracker Barrel, but investors should wait for more information before buying (https://www.cnbc.com/2024/05/03/cramer-likes-cracker-barrel-but-investors-should-wait-before-buying.html)

• CNBC’s Jim Cramer on Friday analyzed Cracker Barrel’s business over the past few years, telling investors they should wait to buy the stock until the company gives a progress update on its conference call in two weeks.
• “Until we get more clarity on the dividend, you have to wait, ok?” he said. “But there is a good chance we’ll find out what they’re doing in two weeks, and whether they cut the dividend or keep it, then we’ll make up our minds.”

Ticker: CBRL

 

(3) [No Video Clip for non-Club members] Expedia’s quarter was mixed, not a terrible disappointment, says Jim Cramer (https://www.cnbc.com/video/2024/05/03/expedias-quarter-was-mixed-not-a-terrible-disappointment-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at travel comapnies quarterly results.

Ticker: EXPE, BKNG

 

(4) [No Video Clip for non-Club members] Executive Interview: Generac CEO Aaron Jagdfeld goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/05/03/generac-ceo-aaron-jagdfeld-goes-one-on-one-with-jim-cramer.html)

Generac Chairman, President, and CEO Aaron Jagdfeld joins ‘Mad Money’ host Jim Cramer to talk quarterly results, what’s ahead for the company, the changing energy landscape and more.

Ticker: GNRC

 

(5) Cramer’s Lightning Round: GE Vernova is a buy (https://www.cnbc.com/2024/05/03/cramers-lightning-round-ge-vernova-is-a-buy.html)

• HCA Healthcare: “Last quarter good, I’m going to have to go with it. I know it’s been uneven in the last year, but it’s been a great long term horse.”
• GE Vernova: “This is an interesting stock because right now, it’s really a play on natural gas distribution…Natural gas is very strong. So I think the stock is a buy, but it may not be the environmental play that people think it is.”
• Live Nation Entertainment: “If it weren’t for the fact that I fear a government investigation, I would say buy, buy, buy. Because they really own this market, but I think that’s the problem, I think the government doesn’t want them to own the market.”
• Kyndryl: “It’s been going higher and higher and higher…I think that Martin’s going to continue to deliver, and it’s a good opportunity.”
• Rubrik: “If you’re willing to own a very expensive enterprise software company, you should own Rubrik. Because it is a really good company, but it is really expensive.
• Dorian LPG: “My problem is that I’ve never made any money with these shipping stories…I got to stay away.”

Ticker: HCA, GEV, LYV, KD, RBRK, LPG

 

(6) [No Video Clip for non-Club members] Jim Cramer talks Apple’s move higher (https://www.cnbc.com/video/2024/05/03/jim-cramer-talks-apples-move-higher.html)

‘Mad Money’ host Jim Cramer looks at Apple’s recent climb and quarterly earnings’ impact.

Ticker: AAPL

 

Other Stocks Discussed (calls with audience): Dutch Bros (BROS), Penn National (PENN) [will go for WYNN or DKNG), Stellantis (STLA)

 

参考: この日の放送に関するその他のサイトへのリンク 

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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