Mad Money: 2024年6月26日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年6月26日(水)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 names winning stocks for a more frugal consumer (https://www.cnbc.com/2024/06/26/jim-cramer-names-winning-stocks-for-a-more-frugal-consumer.html)

• CNBC’s Jim Cramer on Wednesday said more consumers are on the hunt for bargains, picking out several high-performing retail stocks to support his thesis.
• “Let’s suspend the notion that the consumer’s totally strapped for cash, that’s wrong,” he said. “The bottom line is the consumer’s finally pushing back and demanding better prices — we’re no longer willing to be cowed into paying more than what something seems to be worth, which bodes very poorly for those stores that have yet to roll back their prices.”

Ticker: WMT, COST, AMZN, OLLI, ROST, BURL, TJX

(2) Executive Interview: Levi’s CEO says the ‘head-to-toe denim lifestyle’ is seeing success (https://www.cnbc.com/2024/06/26/levis-ceo-says-the-head-to-toe-denim-lifestyle-is-seeing-success.html)

• In a Wednesday interview with CNBC’s Jim Cramer, Levi Strauss CEO Michelle Gass said the popularity of “top-to-bottom” denim outfits is growing.
• “Our new focus is, yes, continuing to own jeans, but taking that denim top to bottom,” she said. “Things like denim skirts and denim dresses — which, historically, have not been big businesses for us — I mean, they’re exploding, up triple digits in the quarter.”

Ticker: LEVI

(3) [No Video Clip for non-Club members] Urban Outfitters has quietly become one of the better stories in retail, says Jim Cramer (https://www.cnbc.com/video/2024/06/26/urban-outfitters-has-quietly-become-one-of-the-better-stories-in-retail-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer deep dives into Urban Outfitter’s performance this year.

Ticker: URBN

(4) [No Video Clip for non-Club members] Executive Interview: Jim Cramer checks in on the state of the labor market with Paychex CEO John Gibson (https://www.cnbc.com/video/2024/06/26/jim-cramer-checks-in-on-the-state-of-the-labor-market-with-paychex-ceo-john-gibson.html)

Paychex President and CEO John Gibson joins ‘Mad Money’ host Jim Cramer to talk the state of the labor market, small businesses, retirement savings and more.

Ticker: PAYX

(5) Cramer’s Lightning Round: Cassava Sciences is ‘speculative’ (https://www.cnbc.com/2024/06/26/cramers-lightning-round-cassava-sciences-is-speculative.html)

• Cassava Sciences: “If they can have something big, that stock triples. If they don’t, I think it drifts down. I like that risk/reward, but understand it’s speculative.”
• Lantheus Holdings: “I think it’s great..Lantheus is terrific.”

Ticker: SAVA, LNTH

(6) [No Video Clip for non-Club members] Cramer’s Lightning Round: Cassava Sciences is ‘speculative’ (https://www.cnbc.com/video/2024/06/26/jim-cramer-looks-at-fedexs-climb-and-if-its-buoyed-by-buybacks.html)

Other Stocks Discussed (calls with audience): AT&T (T), T-Mobile (TNUS),Molson Coors Beverage Company (TAP)

 

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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