Mad Money: 2024年7月18日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年7月18日(木)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 supports megacaps for the long term, even as Wall Street continues to sell (https://www.cnbc.com/2024/07/18/jim-cramer-supports-megacaps-for-the-long-term-despite-wall-street-selling.html)

• As megacap tech stocks continue to decline, CNBC’s Jim Cramer said he remains optimistic about their prospects in the long run.
• “I think if you’re willing to own them for the long-haul and take some pain, you’ll continue to win,” he said. “You just need to get over the hump, a hump that periodically scares people out of this whole asset class.”

 

(2) [No Video Clip for non-Club members] Executive Interview: Constellation Brands CEO Bill Newlands goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/07/18/constellation-brands-ceo-bill-newlands-goes-one-on-one-with-jim-cramer.html)

Constellation Brands President and CEO Bill Newlands joins ‘Mad Money’ host Jim Cramer to talk quarterly results, consumer trends, politics and more.

Ticker: STZ

 

(3) [No Video Clip for non-Club members] Jim Cramer get s a pulse on Abbott Labs (https://www.cnbc.com/video/2024/07/18/jim-cramer-get-s-a-pulse-on-abbott-labs.html)

‘Mad Money’ host Jim Cramer talks Abbott Labs and how investors should position it for their portfolios.

Ticker: ABT

 

(4) Executive Interview: Charles Schwab CEO defends business as shares tank after earnings (https://www.cnbc.com/2024/07/18/charles-schwab-ceo-defends-business-as-shares-tank-after-earnings.html)

• In a Thursday interview with CNBC’s Jim Cramer, Charles Schwab CEO Walt Bettinger pushed back against negative sentiment on Wall Street about his company.
• Schwab saw shares decline this week after certain metrics in its banking business fell short of expectations during the recent quarter.

Ticker: SCHW

 

(5) Cramer’s Lighting Round: Ready Capital is ‘a little too opaque for me’ (https://www.cnbc.com/2024/07/18/cramers-lighting-round-ready-capital-is-a-little-too-opaque-for-me.html)

• SharkNinja: “SharkNinja is actually a very, very good company that I think can still come down a little bit more because it’s got a high price-to-earnings multiple, in light of what I saw with Helen of Troy, which makes similar products.”
• Idexx: “Idexx Labs has to come on the show. That would make me feel better….I haven’t spoken to them in a long time.”
• Ready Capital: “It does pay a good dividend, but the problem is we don’t know exactly what they own. It’s a little too opaque for me, but it will do better with lower interest rates.”
• American Superconductor: “When I see stocks like Nvidia and Broadcom go down huge, I cannot reach for American Superconductor. Not with these high-quality stocks that are just plain old on sale.”
• Owens & Minor: “If I want medical device, and I want those kind of properties, I will buy Abbott Labs, which is down huge and is a much higher-quality company.”

Ticker: SN, IDXX, RC, AMSC, OMI

 

(6) [No Video Clip for non-Club members]Jim Cramer looks at the state of trade (https://www.cnbc.com/video/2024/07/18/jim-cramer-looks-at-the-state-of-trade.html)

‘Mad Money’ host Jim Cramer looks at what is happening on the trade front right now and how its impacting your money.

 

Other Stocks Discussed (calls with audience): Generac Holdings (GNRC), Walgreens Boots Alliance (WBA)

 

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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