Mad Money: 2024年5月6日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年5月6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) Jim Cramer says the sell-off may be over, pointing to the correction in Big Tech (https://www.cnbc.com/2024/05/06/cramer-says-the-sell-off-may-be-over-pointing-to-big-tech-correction.html)

• CNBC’s Jim Cramer on Monday told investors the market sell-off may have reached an end.
• ’“I think the sell-off could finally be over,” he said. “Stop waiting for a correction to give you better buying opportunities, we just had one for heaven’s sake.”

 

(2) [No Video Clip for non-Club members] Jim Cramer digs into Texas Roadhouse’s Q1 results (https://www.cnbc.com/video/2024/05/06/jim-cramer-digs-into-texas-roadhouses-q1-results.html)

‘Mad Money’ host Jim Cramer deep dives into Texas Roadhouse’s most recent quarter.

Ticker: TXRH

 

(3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer hits the charts with the S&P 500 (https://www.cnbc.com/video/2024/05/06/jim-cramer-hits-the-charts-with-the-sp-500.html)

‘Mad Money’ host Jim Cramer takes a closer look at swings in the S&P 500 and what they could predict about the indexes next moves.

 

(4) [No Video Clip for non-Club members] Executive Interview: ArcBest CEO Judy McReynolds goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/05/06/arcbest-ceo-judy-mcreynolds-goes-one-on-one-with-jim-cramer.html)

ArcBest chairman, president and CEO Judy McReynolds joins ‘Mad Money’ host Jim Cramer to talk the state of global freight, quarterly results, the impact of the economic environment and more.

Ticker: ARCB

 

(5) Cramer’s Lightning Round: Quanta Services is ‘terrific’ (https://www.cnbc.com/2024/05/06/cramers-lightning-round-quanta-services-is-terrific.html)

• AeroVironment: “Absolutely.”
• Agnico Eagle Mines: ”…I like the gold stocks, and I do like gold very much here.”
• Nutanix: “Nutanix is a perfect enterprise software company for the moment because it’s cloud enterprise software, and that’s what people want. It’s very expensive, but I it’s going to keep going higher I think.”
• Altimmune: “It’s not bad that it’s spec. I’m literally saying it’s one of those situations because it’s not making any money and losing a lot of money, that you have to expect the fact that if one of its drugs fails, it is going to get hit.”
• CVR Energy: ”…I think that the cycle could be turning against them…Let’s be very careful, CVR.”
• Quanta Services: “They’re so good, isn’t it incredible? Quanta’s just such a terrific company.”

Ticker: AVAV, AEM, NTNX, ALT, CVI, PWR

 

(6) Ahead of earnings, Cramer says many retailers have raised prices too high (https://www.cnbc.com/2024/05/06/cramer-says-many-retailers-have-raised-prices-too-high.html)

• CNBC’s Jim Cramer on Monday reviewed retail earnings so far and offered predictions for the rest of the season, saying companies need to offer bargains to consumers who feel the weight of inflation.
• “I think retail’s still the ugly duckling versus travel and leisure,” he said. “People don’t want to spend money on physical items unless they have to, but even then, they’re going to be more frugal, even if means getting a lower-quality hamburger or latte.”

 

Other Stocks Discussed (calls with audience): Nucor (NUE) [buy note sell], Sofi Technology (SOFI) [it’s ok], CAVA Group (CAVA), Pfizer (PFE) [I like it], Linde (LIN) [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 

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

Disclaimer

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