Mad Money: 2024年7月8日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年7月8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) Companies besides tech can reach megacap status, Jim Cramer says (https://www.cnbc.com/2024/07/08/eli-lilly-megacap-jim-cramer.html)It’s not just

• Big Tech that has the capacity to lead the market, according to CNBC’s Jim Cramer.
• Cramer highlighted pharmaceutical giant Eli Lilly as one example of a company from another sector that is also successful through innovation.
• “Rather than bemoaning the limited breadth of the market, maybe we should be asking why other companies aren’t joining the club,” he said.

 

(2) Off-the-Chart: Charts suggest an August Dow rally no matter who’s leading the election polls, Cramer says (https://www.cnbc.com/2024/07/08/charts-suggest-an-august-dow-rally-ahead-of-election-cramer-says.html)

• CNBC’s Jim Cramer on Monday said the charts suggest that the Dow Jones Industrial Average will see gains later this summer.
  “The charts, as interpreted by Larry Williams, suggest that the
• Dow almost always rallies in August — what a takeaway — of any given election year … regardless of who’s ahead,” he said, noting that August is usually a poor month for the market. “That’s exactly the kind of pattern that you can make some money with.”
• Cramer said the debate stumble from President Joe Biden and former President Donald Trump’s conviction on felony charges has added uncertainty to the 2024 election cycle.

 

(3) [No Video Clip for non-Club members] Jim Cramer looks at headwinds facing Constellation Brands post-earnings (https://www.cnbc.com/video/2024/07/08/jim-cramer-looks-at-headwinds-facing-constellation-brands-post-earnings.html)

‘Mad Money’ host Jim Cramer looks at what is weighing on Constellation Brands’ stock.

Ticker: STZ

 

(4) [No Video Clip for non-Club members] Jim Cramer talks how to play Nike after earnings slump (https://www.cnbc.com/video/2024/07/08/jim-cramer-talks-how-to-play-nike-after-earnings-slump.html)

‘Mad Money’ host Jim Cramer looks at Nike’s post-earnings slump and if its a buying opportunity or a value trap.

Ticker: NKE

 

(5) Cramer’s Lightning Round: KKR is ‘the foremost’ (https://www.cnbc.com/2024/07/08/cramers-lightning-round-kkr-is-the-foremost-.html)

• KKR: “KKR is the foremost, the other one that I would recommend is Blackstone.”
• Ferguson: “I think Ferguson’s a very, very good company, but if you want HVAC…then you got to own Trane…Or you have to own Carrier. And people don’t want to own Ferguson.”
• Petroleo Brasileiro: “I will pay no amount for PBR.”
• Alliance Resource Partners: “It’s had a very big run, ok. And I’ve got to tell you, it is coal-based. I know the yield looks great — I think you’re peaking on a coal cycle here, I’m not going to get in front of a peak of a coal cycle.”
• Alibaba: “I think you’re going to have to hold it here.”

Ticker: KKR, FERG, PBR, ARLP, BABA

 

(6)[No Video Clip for non-Club members] Jim Cramer looks at Fed Chair Powell’s busy week ahead (https://www.cnbc.com/video/2024/07/08/jim-cramer-looks-at-fed-chair-powells-busy-week-ahead.html)

‘Mad Money’ host Jim Cramer looks at pressure on the Fed as Chair Powell heads to Capitol Hill this week.

 

Other Stocks Discussed (calls with audience): Spirit Aerosystems (SPR), Pfizer (PFE), Chipotle Mexican Grill (CMG), Amazon (AMZN)

 

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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