Mad Money: 2024年8月13日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年8月13日(火)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 says new Starbucks CEO Brian Niccol is key to the company’s turnaround after management shake-up (https://www.cnbc.com/2024/08/13/cramer-says-new-starbucks-ceo-brian-niccol-is-key-to-turnaround.html)

• CNBC’s Jim Cramer discussed Starbucks’ management shakeup, saying the new leadership will be crucial to turn the business around.
• The coffee chain announced it would replace CEO Laxman Narasimhan with Brian Niccol, who is currently the CEO of Chipotle.
• Starbucks has struggled recently, reporting same-store sales declines during the past two quarters.

Ticker: SBUX [own for charitable trust]

 

(2) On Holding Co-CEO Martin Hoffmann goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/08/13/on-holding-co-ceo-martin-hoffmann-goes-one-on-one-with-jim-cramer.html)

On Holding Co-CEO and CFO Martin Hoffmann joins ‘Mad Money’ host Jim Cramer to talk quarterly results, representation in the Olympics, and more.

Ticker: ONON

 

(3) Jim Cramer recommends five cyclical industrials with an edge (https://www.cnbc.com/2024/08/13/jim-cramer-recommends-five-cyclical-industrials-with-an-edge-.html)

• As the prospect of interest rate cuts looms, but investors worry about a slowing economy, CNBC’s Jim Cramer on Tuesday told investors it’s important they have exposure to cyclical stocks.
• But he said to be selective about these stocks and named five industrials that are no longer “pure smokestack stocks” and have a lot to offer Wall Street as the economic landscape changes: Cummins, Dover, Eaton, Hubbell and Parker-Hannifin.

Cramer’s new industrials: CMI, DOV, ETN, HUBB, PH

 

(4) [No Video Clip for non-Club members] Executive Interview: Zoetis CEO Kristin Peck sits down with Jim Cramer (https://www.cnbc.com/video/2024/08/13/zoetis-ceo-kristin-peck-sits-down-with-jim-cramer.html)

Kristin Peck, Zoetis CEO, joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the stocks big move up in August and more.

Ticker: ZTS

 

(5) Cramer’s Lightning Round: Dell is a buy (https://www.cnbc.com/2024/08/13/cramers-lightning-round-dell-is-a-buy.html)

• Mueller Industries: “It is a fantastic company, never gets it’s due…buy. [buy, buy, buy!].”
• GoDaddy: ”…That thing is a juggernaut…I like it.”
• Lockheed Martin: “I think you buy Lockheed…I think you got a winner there.”
• Dell: “Down here, it is too low…You should be buying this stock.”
• Qualys: ”…There’s something wrong here with Qualys.”
• H&E Equipment: ”…I would be a buyer of it.”
• Golub Capital: “I don’t really know what they own. It’s one of those middle market plays that I get asked a lot about…I’ve told people to avoid them for as long as this show’s been on, and I’ve been very right, so I’m not going to deviate.”
• Borgwarner: “Look, auto business is bad, ok. They need a Fed rate cut and then it will go up, but not until then, I am sorry.”

Ticker: MLI, GDDY, LMT, DELL, QLYS, HEES, GBDC, BWA

 

(6) [No Video Clip for non-Club members] Jim Cramer talks positioning your portfolio for the upcoming election (https://www.cnbc.com/video/2024/08/13/jim-cramer-talks-positioning-your-portfolio-for-the-upcoming-election.html)

‘Mad Money’ host Jim Cramer talks how to position your portfolio as the U.S. election draws closer.

 

Other Stocks Discussed (calls with audience): Amazon (AMZN) [AMZN is a buy], Autozone (AZO), Energy Transfer (ET)

 

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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