Mad Money: 2024年5月14日(火)の放送の要点

[暮眞★潤 (Jun Kurema)]

2024年5月14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) Cramer says Ford and General Motors are big winners after Biden raises tariffs on Chinese imports (https://www.cnbc.com/2024/05/14/cramer-ford-and-gm-are-winners-after-bidens-chinese-import-tariffs.html)

• CNBC’s Jim Cramer said U.S. automakers like Ford and General Motors will benefit from the Biden administration’s tariff increase on electric vehicles imported from China.
• “Not only does this tariff protect American car companies from cheap Chinese electric vehicles, it also means that their regular vehicles — their regular cars and trucks and hybrids — will benefit, too,” he said.

Ticker: BDX, FSLR, GM, F

 

(2) [No Video Clip for non-Club members] Executive Interview: Stanley Black & Decker CEO Donald Allan Jr. goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/05/14/stanley-black-decker-ceo-donald-allan-jr-goes-one-on-one-with-jim-cramer.html)

Stanley Black & Decker President and CEO Donald Allan Jr. joins ‘Mad Money’ host Jim Cramer to talk increasing its dividend, quarterly results, and more.

Ticker: SWK

 

(3) [No Video Clip for non-Club members] Executive Interview: The U.S. is our strongest market, says Nextracker CEO Dan Shugar (https://www.cnbc.com/video/2024/05/14/the-us-is-our-strongest-market-says-nextracker-ceo-dan-shugar.html)

Nextracker Founder and CEO Dan Shugar joins ‘Mad Money’ host Jim Cramer to talk quarterly results, where its seeing growth, the impact of weather on its business and more.

Ticker: NXT

 

(4) Executive Interview: We don’t rely on fees, instead we monetize transactions, says Chime CEO Chris Britt (https://www.cnbc.com/video/2024/05/14/we-dont-rely-on-fees-instead-we-monetize-transactions-says-chime-ceo-chris-britt.html)

Chime Co-Founder and CEO Chris Britt joins ‘Mad Money’ host Jim Cramer to talk how it is disrupting the banking space with its fee free cards.

Stock: Chime [#22 in CNBC’s 2024 Disrupter 50 List]

 

(5) Cramer’s Lightning Round: ‘I’m a believer’ in Moderna (https://www.cnbc.com/2024/05/14/cramers-lightning-round-im-a-believer-in-moderna.html)

• Moderna: “I’m a believer.”
• MindMed: “I like MindMed…Anything that makes it so that there’s ways to be able to get rid of pain and do good without getting people hooked, I am all in on. Doesn’t necessarily mean it will make a lot of money, I don’t care. I think that people have to recognize this is an unmet need, and it will make money in the end.”
• Modine Manufacturing: “That kind of metal-bending industrial company is precisely what’s working here [buy, buy, buy!].”
• AMETEK: ”[buy, buy, buy!] Absolutely terrific company.”
• Hertz: “I don’t want you to sell, and I don’t want you to double down…Let’s just see if it can’t go higher.”
• Palantir: “The quarters are uneven.”

Ticker: MRNA, MNMD, MOD ]buy buy buy], HTZ, PLTR

 

(6) Cramer warns against ‘meme stock mania,’ says to sell GameStop and AMC (https://www.cnbc.com/2024/05/14/cramer-warns-against-meme-stock-mania-says-to-sell-gamestop-and-amc.html)

• CNBC’s Jim Cramer said investors should get out of stocks like GameStop and AMC, both of which saw huge rallies this week triggered by social media.
• “When I see meme stock mania taking over again, led by GameStop and AMC, I need to remind you that this is irrational,” he said. “There’s no way these stocks should reach such elevated levels on their own.”

Ticker: GME, BBY [Charitable trust owns Best Buy], AMC

 

Other Stocks Discussed (calls with audience): Adobe (ADBE), Cheniere Energy (LNG)

 

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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