Mad Money: 2024年8月8日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年8月8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) After Eli Lilly’s blowout quarter, Cramer says not to get too caught up in macro market trends (https://www.cnbc.com/2024/08/08/after-eli-lillys-quarter-cramer-says-dont-just-focus-on-macro-trends.html)

• CNBC’s Jim Cramer on Thursday recommended that investors not base portfolio decisions solely off of macro economic trends, like new employment data or interest rates.
• He discussed pharmaceutical giant Eli Lilly’s blow-out quarter, saying its success is not due to general attitudes about the financial world.

Ticker: LLY

 

(2) [No Video Clip for non-Club members] Zimmer Biomet CEO Ivan Tornos sits down with Jim Cramer (https://www.cnbc.com/video/2024/08/08/zimmer-biomet-ceo-ivan-tornos-sits-down-with-jim-cramer.html)

Zimmer Biomet President and CEO Ivan Tornos sits down with ‘Mad Money’ host Jim Cramer to talk quarterly results.

Ticker: ZBH

 

(3) [No Video Clip for non-Club members] Executive Interview: Dutch Bros. CEO Christine Barone goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/08/08/dutch-bros-ceo-christine-barone-goes-one-on-one-with-jim-cramer.html)

Dutch Bros. President and CEO Christine Barone joins ‘Mad Money’ host Jim Cramer to talk quarterly results, customer trends, competition in the space and more.

Ticker: BROS

 

(4) Cramer explains why food delivery stocks are doing well even as consumers rebel against inflation (https://www.cnbc.com/2024/08/08/cramer-explains-why-food-delivery-stocks-are-doing-well-despite-inflation.html)

• CNBC’s Jim Cramer on Thursday told investors food delivery isn’t a habit consumers want to break, even as they feel the weight of inflation.
• He looked at the recent successful quarters from DoorDash, Uber and Instacart parent Maplebear, saying people seem more willing to spend on these services than other luxuries.

Ticker: DASH , CART, UBER

 

(5) Cramer’s Lightning Round: Merck is a buy (https://www.cnbc.com/2024/08/08/cramers-lightning-round-merck-is-a-buy.html)

• Teladoc Health: “What’s going on there, right now we’ve got this Cathie wood, she sells the stock almost every day. She bought it much higher, it’s really painful to watch.”
• Fortinet: “Fortinet reported a very good quarter…I remain committed to Nikesh Arora and Palo Alto Networks, which I think is doing the best of all of them.”
• Enova International: “Enova, a little dicey. A little dicey because it’s untraditional lending. I am just a traditionalist. I say go with the stock that collapsed over the last week, go with Wells Fargo.
• GE Healthcare: “They did have a decent quarter, they have been hurt by China…I bought the worst of the three, and I’m not proud of myself.”
• Bentley Systems: “This is enterprise software, and, you know, there is more money being lost in enterprise software in 2024 than in any other sector, so I can’t play, I’m sorry.”
• Merck: “You should buy Merck. I have tremendous, tremendous faith in what Robert Davis is doing.”
• Monolithic Power Systems: ”…I’m going to have to say no, the day to buy it was yesterday.”

Ticker: TDOC, FTNT, ENVA, GEHC, BSY, MRK

 

(6) [No Video Clip for non-Club members] Don’t fight the map, a bad neighborhood can’t be bucked, says Jim Cramer (https://www.cnbc.com/video/2024/08/08/dont-fight-the-map-a-bad-neighborhood-cant-be-bucked-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks market ‘neighborhoods’ and how they can help or hurt your portfolio.

Ticker: MNST, CELH

 

Other Stocks Discussed (calls with audience): Decker’s Outdoor (DECK) [fashion, not sustainable], Radnet (RDNT) [good stock] , SCHW [I happen to like it, buy half here, half later], Costco (COST), CAVA [don’t buy on down day], Chipotle (CMG)

 

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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