Mad Money: 2024年9月11日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年9月11日(水)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 to ‘keep it simple’ and celebrate any Fed rate cut as nerves run high (https://www.cnbc.com/2024/09/11/jim-cramer-keep-it-simple-and-celebrate-any-fed-rate-cut.html)

• CNBC’s Jim Cramer reflected on Wednesday’s volatile market action, telling investors not to overthink the situation and remember that any Federal Reserve rate cut is positive.
• “I say keep it simple: rate cuts are good,” he said. “Small rate cuts are great, because they project confidence and give you a lot more rat cuts later on, and they do not allow for panic.”
• Cramer also touched on the huge gains in tech that led the session’s rally, which came after several weeks of struggles.

 

(2) [No Video Clip for non-Club members] A 25 bps cut will be just fine for the economy, says Jim Cramer (https://www.cnbc.com/video/2024/09/11/a-25-bps-cut-will-be-just-fine-for-the-economy-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks ahead to next week’s FOMC meeting and what it could mean for the markets.

 

(3) Jim Cramer says GameStop feels like a ‘massively overvalued’ SPAC (https://www.cnbc.com/2024/09/11/jim-cramer-says-gamestop-feels-like-a-massively-overvalued-spac.html)

• CNBC’s Jim Cramer on Wednesday told investors that GameStop increasingly feels like a special purpose acquisition company as the videogame retailer’s primary business struggles, but it still manages to raise cash.
• SPACs are shell companies, also known as “blank check companies,” that enter the market and drum up capital in an attempt to merge with or acquire other companies.

Ticker: GME

 

(4) [No Video Clip for non-Club members] Timken is the kind of industrial you want to own when the Fed starts cutting, says Jim Cramer (https://www.cnbc.com/video/2024/09/12/timken-is-the-kind-of-industrial-you-want-to-own-when-the-fed-starts-cutting-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into industrial play Timken.

Ticker: TKR

 

(5) Cramer’s Lightning Round: PayPal is a buy (https://www.cnbc.com/2024/09/11/cramers-lightning-round-paypal-is-a-buy.html),

• PayPal: “I am a buyer of PayPal.”
• Rivian: “Rivian’s got the money to be able to make it. That doesn’t mean that the stock is a buy, it does mean they’re going to make it. So, I would say you’ve got to let it percolate. But it’s not anytime soon.”
• Southern Company: “I think you’re fine…Let’s say it’s a baby growth story.”
• CVS: “I’m concerned about CVS…Let’s just keep it on ice for the moment.”
• Home Depot: ”…Home Depot is good.”
• Palantir: “Palantir is a cold stock. I don’t have anything to say about it.”
• Energy Transfer: “I am a buyer of Energy Transfer.”

Ticker: PYPL, RIVN, SO, CVS, HD, PLTR, ET

 

(6) [No Video Clip for non-Club members] Jim Cramer reflects on the 23rd anniversary of 9/11 (https://www.cnbc.com/video/2024/09/11/jim-cramer-reflects-on-the-23rd-anniversary-of-911.html)

‘Mad Money’ host Jim Cramer reflects on 9/11 on the 23rd anniversary.

 

Other Stocks Discussed (calls with audience): Jetblue (JBLU) [Don’t touch airline], Nextracker (NXT) [11 times earning, the stock is a buy among solar stocks], Celsius Holdings (CELH) [not a buy because not sure why it is going down], Godaddy (GDDY), Intel (INTC), Albertsons (ACI)

 

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

---

前回のエピソード

次回のエピソード

 

 

[投稿者]

投稿