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2024年9月20日 11:38 PM #18674
Jun Kurema (暮眞★潤)
キーマスター2024年9月20日(金)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’s week ahead: New inflation data and earnings from Costco, KB Home (https://www.cnbc.com/2024/09/20/cramers-week-ahead-inflation-data-and-earnings-from-costco-kb-home-.html)
- CNBC’s Jim Cramer said he’s looking toward quarterly reports from Costco and KB Home, as well as new economic data that could inform the Federal Reserve’s next decision about interest rates.
- Cramer said the Fed’s successful start to the easing cycle is leading the market in a positive direction.
- “The backdrop is now friendly. Don’t treat it with hostility, please,” he said. “When the Fed wants to be your friend, the best way to try to make money is by embracing the Fed’s friendship.”
Tickler: COST [held by Charitable Trust]
(2) [No Video Clip for non-Club members] Executive Interview: HP CEO Enrique Lores goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/09/20/hp-ceo-enrique-lores-goes-one-on-one-with-jim-cramer.html)
HP President and CEO Enrique Lores joins ‘Mad Money’ host Jim Cramer to talk quarterly results, innovations in their PC offerings, AI adoption, and more.
Ticker: HPE
(3) Executive Interview: RH CEO explains why his company doesn’t have a social media presence (https://www.cnbc.com/2024/09/20/rh-ceo-explains-why-his-company-doesnt-have-a-social-media-presence.html)
- RH CEO Gary Friedman told CNBC’s Jim Cramer on Friday why the upscale home furnishing retailer doesn’t have any official social media accounts, saying paid promotions by online influencers aren’t authentic.
- “The great brands that stand the test of time, they earn it, right,” Friedman said. “They tell the truth. And, you know, having fake fans and people you pay talk about you on Instagram or TikTok or whatnot, it’s not the truth.”
Ticker: RH
(4) [No Video Clip for non-Club members]Executive Interview: Long-term trends are very consistent, says Okta CEO Todd McKinnon (https://www.cnbc.com/video/2024/09/20/long-term-trends-are-very-consistent-says-okta-ceo-todd-mckinnon.html)
Okta Co-Founder, Chairman, and CEO Todd McKinnon joins ‘Mad Money’ host Jim Cramer to talk competition in the cybersecurity space, quarterly results, and more.
Ticker: OKTA
(5) Cramer’s Lighting Round: Dominion Energy is a buy (https://www.cnbc.com/2024/09/20/cramers-lighting-round-dominion-energy-is-a-buy.html)
- Dominion Energy: “I think Dominion Energy is a buy…We need cheap power.”
- Dutch Bros: “I like Dutch Bros, I’m glad that they slowed their expansion…”
- Super Micro Computer: “I need to see the financials filed.”
- LyondellBasell: ”…It’s not a stock that I’m recommending.”
Ticker: D, BROS, SMCI, LYB
(6)[No Video Clip for non-Club members] Jim Cramer talks lessons to be learned from Donahoe’s time as Nike CEO (https://www.cnbc.com/video/2024/09/20/jim-cramer-talks-lessons-to-be-learned-from-donahoes-time-as-nike-ceo.html)
‘Mad Money’ host Jim Cramer looks at the CEO switch-up at Nike.
Ticker: NKE
Other Stocks Discussed (calls with audience): Chevron (CVX) [oils are tough place to be]
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)
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