Mad Money: 2024年10月7日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年10月7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) Jim Cramer counters Amazon and Apple downgrades (https://www.cnbc.com/2024/10/07/jim-cramer-counters-amazon-apple-downgrades.html)

• CNBC’s Jim Cramer holds that there’s merit to sticking with solid companies even if their prices fluctuate.
• He acknowledged that Amazon is facing some hurdles, but he disagreed with Wells Fargo’s downgrade of the stock.
• He said Jeffries’ downgrade was “betting against Apple’s entire culture of excellence.”

Ticker: AAPL, AMZN, Dupon (Charitable turst ows Dupon)

 

(2)  [No Video Clip for non-Club members] Jim Cramer breaks down his new ‘YEV’ stock criteria (https://www.cnbc.com/video/2024/10/07/jim-cramer-breaks-down-his-new-yev-stock-criteria.html)

‘Mad Money’ host Jim Cramer unveils his ‘YEV’ criteria for picking stocks.

 

(3) Jim Cramer weighs in on Netflix, says he’s staying bullish on the streaming giant (https://www.cnbc.com/2024/10/07/jim-cramer-weighs-in-on-netflix-says-hes-staying-bullish.html)

CNBC’s Jim Cramer on Monday explained why he’s staying optimistic on Netflix, examining the bull and bear cases for the streamer by reviewing two recent analyst notes.
“Until we hear of anyone canceling their Netflix subscriptions, maybe because of price or about any real troubles with the advertising business … or about out-of-control costs in video games or live events — none of which have happened — then I think Netflix deserves the benefit of the doubt,” he said.

Ticker: NFLX

 

(4) [No Video Clip for non-Club members] Executive Interview: Paychex CEO John Gibson goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/10/07/paychex-ceo-john-gibson-goes-one-on-one-with-jim-cramer.html)

Paychex President and CEO John Gibson joins ‘Mad Money’ host Jim Cramer to talk its post-pandemic strategy, the state of the U.S. workforce, wage growth and more.

Ticker: PAYX

 

(5) Cramer’s Lightning Round: SLB is a buy (https://www.cnbc.com/2024/10/07/cramers-lightning-round-slb-is-a-buy-.html)

• VICI Properties: “I think it’s fine.”
• STMicroelectronics: “I think it’s fine, I prefer Micron.”
• Crown Castle: “Crown Castle is just ok. It’s not that well-run…I would not chase the stock.”
• SLB: “I would buy the stock right here. It is the best of breed.”
• New Fortress Energy: “I am shocked at how low that is…I think that you have to stick with it.”
• Tetra Tech: “That is infrastructure, and it’s just kicking butt…Tetra tech is remarkable.”
• Pure Storage: “I think I would hold on to it.”

Ticker: VICI, STM, CCI, NFE, TTEK, PSTG

 

(6) [No Video Clip for non-Club members] Jim Cramer talks Chinese stocks and if investors missed their chance (https://www.cnbc.com/video/2024/10/07/jim-cramer-talks-chinese-stocks-and-if-investors-missed-their-chance.html)

‘Mad Money’ host Jim Cramer talks the move in Chinese stocks and which ones he considers ‘worth it’.

Ticker: BABA, BIDU, CEG

 

Other Stocks Discussed (calls with audience): RTX (RTX) [hold on, its a winner], Sofi Technologies (SOFI) [I like the stock], Disney (DIS) [I am a buyer), Dell (DELL)[never bet against Dell, I am a buyer], Visa (V) [MA is doing better, V is a good long term 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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