Mad Money: 2024年8月12日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年8月12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) Cramer points out current economic issues some companies are ignoring (https://www.cnbc.com/2024/08/12/cramer-points-out-current-economic-issues-some-companies-are-ignoring-.html)

• CNBC’s Jim Cramer on Monday said a variety of companies won’t admit they’re hurting due to certain ongoing economic trends.
• “If companies would just own up to their changing circumstances, things would be so much easier for everybody. But who wants to admit that they made mistakes?” he asked.
• For example, Cramer said, some food and beverage companies are loath to acknowledge that the popularity of GLP-1 weight loss drugs could be hurting business.

 

(2) [No Video Clip for non-Club members] Executive Interview: Cleveland-Cliffs CEO Lourenco Goncalves goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/08/12/cleveland-cliffs-ceo-lourenco-goncalves-goes-one-on-one-with-jim-cramer.html)

Cleveland-Cliffs CEO Lourenco Goncalves joins ‘Mad Money’ host Jim Cramer to talk quarterly results, recent acquisitions and more.

 

(3) [No Video Clip for non-Club members] If you think the Fed will start cutting look at home builder plays, says Jim Cramer (https://www.cnbc.com/video/2024/08/12/if-you-think-the-fed-will-start-cutting-look-at-home-builder-plays-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer explains which parts of the market could benefit from a Fed cut.

Ticker: BLDR, FERG, SWK [club name]*., HD

 

(4) [No Video Clip for non-Club members] Executive Interview: SharkNinja CEO Barrocas: We’re looking to enlarge the size of the markets we participate in (https://www.cnbc.com/video/2024/08/12/sharkninja-ceo-barrocas-were-looking-to-enlarge-the-size-of-the-markets-we-participate-in.html)

Mark Barrocas, SharkNinja CEO, joins ‘Mad Money’ host Jim Cramer to talk new products in its line up, quarterly results, market expansion and more.

 

(5) Cramer’s Lighting Round: ‘Steer clear’ of Albemarle (https://www.cnbc.com/2024/08/12/cramers-lighting-round-steer-clear-of-albemarle.html)

• Aflac: “It’s not my fave, not my fave. I do like Chubb in the insurance business. But that’s really about it.”
• Elevance Health: ”…United Health is still the cream of the crop.”
• Albemarle: ”…We’re going to steer clear of Albemarle.”
• Hawaiian Electric: “This was a conundrum…I’m not sure they know how to handle this situation.”
• Snap: “I think that Snap is really not, it’s not investable…They seem like an irrelevant company.”
• Applied Materials: “I think that the company is doing well. I think that the government is not crazy about their posture, because they do so much business in China…I think that AMAT is a buy.”
• Main Street Capital: “That’s a business development company. I have never trusted business development companies…I don’t know what they own, and I’m not going to recommend one.”
• Alibaba: “Here’s my problem with Alibaba— it is an incredibly cheap stock, alright. They’re going to report a great number, and then there’s always going to be something that people don’t like, and then they sell it down.”

Ticker: AFL, ELV, ALB, HE, SNAP, AMAT, MAIN, BABA

 

(6) Jim Cramer examines triggers for last week’s ‘opaque’ sell-off (https://www.cnbc.com/2024/08/12/jim-cramer-examines-triggers-for-last-weeks-opaque-sell-off-.html)

• CNBC’s Jim Cramer on Monday reviewed what could have led to last week’s massive sell-off, telling investors the declines may have been facilitated by failed market strategies from larger institutions.
• “What did happen when the market fell apart a week ago? Why is everything so opaque?” he asked. “Simple: Nobody in this business is required to talk about how they blew it, how they simply didn’t know what they were doing and lost a lot of money and caused your portfolio to get hammered as collateral damage.”

 

 

Other Stocks Discussed (calls with audience): Taiwan Semi (TSM) [This one is not going to be a problem], elf beauty (ELF) [I am worried about it], Paramount Global (PARA) [time to sell], Realty Income (O) [ I like the stock]

 

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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