Mad Money: 2024年7月29日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年7月29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 market rotation isn’t all about small-cap stocks (https://www.cnbc.com/2024/07/29/jim-cramer-says-the-market-rotation-isnt-all-about-smallcap-stocks.html)

• CNBC’s Jim Cramer said Monday the recent reshuffling on Wall Street is about more than the resurgence in small-cap stocks.
• “This market is not experiencing a small-cap rally, it’s experiencing a rally in everything else but the tech titans. The mega caps have become what we call ‘share donors’ for virtually every other stock in the market,” he said.
• Cramer said McDonald’s managed to jump after an earnings miss because the market is broadening, and investors were intrigued by the company’s plan to bring in more customers.

 

(2)[No Video Clip for non-Club members] Jim Cramer digs into Lamb Weston earnings (https://www.cnbc.com/video/2024/07/29/jim-cramer-digs-into-lamb-weston-earnings.html)

‘Mad Money’ host Jim Cramer looks at Lamb Weston earnings and the ensuing stock reaction.

Ticker: LW

(3) [No Video Clip for non-Club members] Lineage argues its industry is levered to the rise in online food sales, says Jim Cramer (https://www.cnbc.com/video/2024/07/29/lineage-argues-its-industry-is-levered-to-the-rise-in-online-food-sales-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at Lineage and if it is worth adding to your portfolio.

Ticker: LINE

 

(4) Executive Interview: Columbia Sportswear CEO explains net sales decline in the U.S. (https://www.cnbc.com/2024/07/29/columbia-sportswear-ceo-explains-net-sales-decline-in-the-us.html)

• In a Monday interview with CNBC’s Jim Cramer, Columbia Sportswear CEO Tim Boyle detailed his company’s most recent quarter, which saw sales decline in the U.S.
• “For our company, this is always the smallest quarter of the year, so any particular issue can get modified and accelerated,” Boyle said. “Things always get a little turbulent when there’s an election going on, and we’re great that we have places in the world that are more robust than here.”

Ticker: COLM

 

(5) Cramer’s Lightning Round: Do not sell Constellation Energy (https://www.cnbc.com/2024/07/29/cramers-lightning-round-do-not-sell-constellation-energy.html)

• Illumina: “No. No Illumina. I like Danaher.”
• Bank of America: ”…You buy some right here, you buy some maybe if it breaks 40. I think this company is selling very inexpensively, and it’s a good one.”
• Constellation Energy: “This is a solar play that is a very good company. It’s up a huge amount versus a lot of other stocks…I think you buy some, please hold on to it, do not sell it.”
• Meta: “I think the problem with Meta right now is it’s gone up so much that people are selling Meta to buy a lot of stuff in the small, medium-sized range…Just be aware that the stock’s in the dog house right now, and it could come out of it only after it gets even cheaper.”
• ICICI Bank: “I think if you want exposure to India, I think it’s a great way to get that exposure.”
• Organon: “Pfizer, Organon. These are companies that are just kind of quietly going higher. And I have to admit, that one’s probably not done.”

ILMN, BAC, CEG, META, IBN, OGN

 

(6) [No Video Clip for non-Club members] Verdict against Abbott Labs is outrageous, says Jim Cramer (https://www.cnbc.com/video/2024/07/29/verdict-against-abbott-labs-is-outrageous-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer shares his take on the Abbott Labs verdict.

Ticker: ABT

 

Other Stocks Discussed (calls with audience): Texas Instruments (TXN) Morgan Stanley (MS), Starwood Property Trust (STWD), Medical Properties Trust (MPW), Forestar Group(FOR)

 

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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