Mad Money: 2024年10月4日(金)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年10月4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) Jim Cramer’s week ahead: CPI data and earnings from Delta, Domino’s and major banks (https://www.cnbc.com/2024/10/04/jim-cramer-week-ahead.html)

• CNBC’s Jim Cramer reviewed next week’s top market-moving action, which kicks off with earnings from PepsiCo and an investor day from General Motors.
• He also highlighted upcoming CPI data and a slew of earnings reports as the season begins, including ones from Delta, Domino’s and several major banks.

 

(2) Executive Interview: Constellation Brands CEO downplays worries about higher tariffs if Trump wins (https://www.cnbc.com/2024/10/04/constellation-brands-ceo-downplays-concerns-about-trump-higher-tariffs.html)

• In a Friday interview with CNBC’s Jim Cramer, Constellation Brands CEO Bill Newlands brushed off concerns about the possibility of higher tariffs.
• Former President Donald Trump has threatened to impose blanket tariffs as high as 20% on imported goods from all countries.
• Constellation Brands is known for a variety of popular beer brands, including Modelo, Corona and Pacifico as well as liquor names like SVEDKA vodka.

Ticker: STZ [Held for charitable trust]

(3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer hits the charts to see what’s ahead for the 10-Year Treasury (https://www.cnbc.com/video/2024/10/04/jim-cramer-hits-the-charts-to-see-whats-ahead-for-the-10-year-treasury.html)

‘Mad Money’ host Jim Cramer takes a look at charting for the 10-Year Treasury as bonds soar on jobs report d

 

(4) [No Video Clip for non-Club members] Executive Interview: Smarties Candy Company co-President goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/10/04/smarties-candy-company-co-president-goes-one-on-one-with-jim-cramer.html)

Smarties Candy Company Co-President Liz Dee joins ‘Mad Money’ host Jim Cramer to talk its biggest holiday season, sugar prices rising and the candy business.

 

(5) Cramer’s Lightning Round: Shopify is a buy (https://www.cnbc.com/2024/10/04/cramers-lightning-round-shopify-is-a-buy.html)

• FTAI Aviation: “That stock is too high for me. I would prefer to be in RTX.”
• AST SpaceMobile: “To me, it’s just too hot.”
• Shopify: “I think that Shopify is at a great level to buy…The stock should be purchased here.”
• First Watch Restaurant Group: ”…I’m going to say no to that one.”
• Figs: “I think Figs is not expensive and a very good spec.”

Ticker: FTAI, ASTS, SHOP, FWPG, FIGS

 

(6) [No Video Clip for non-Club members] Cramer breaks down the government’s block of Spirit’s merger with JetBlue and potential bankruptcy filing (https://www.cnbc.com/video/2024/10/04/cramer-breaks-down-the-governments-block-of-spirits-merger-with-jetblue-and-potential-bankruptcy-filing.html)

‘Mad Money’ host Jim Cramer takes a look at Spirit Airlines as shares tumbled to a record low on Friday after a report that it’s exploring Chapter 11 bankruptcy protection.

 

Other Stocks Discussed (calls with audience): Constellation Energy Corporation (CEG) [there is more room to buy, not too late], Wynn Resorts, Limited (WYNN) [Charitable trust sold the share, you can own BABA for Chinese stock] , Lam Research Corporation (LRCX) [Price too low, You should buy right now right here], The Proctor & Gamble (PG) [not a right stock to buy right now], Johnson & Johnson (JNJ) [you want to say away from the drug stocks  and the food stocks, and go into something more that has more cyclicality]

 

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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