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2024年11月4日 12:36 AM #18785
Jun Kurema (暮眞★潤)
キーマスター2024年10月28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) Cramer says to not trade big winners ahead of earnings (https://www.cnbc.com/2024/10/28/cramer-says-to-not-trade-big-winners-ahead-of-earnings.html)
- CNBC’s Jim Cramer on Monday discouraged investors from making any moves in high-value stocks ahead of earnings reports, especially in Big Tech.
- Cramer looked at trading around Alphabet, Microsoft, Amazon and Apple as examples.
- “No one on Wall Street knows what any of the quarters will look like,” he said. “So don’t bother to follow the money that you see trading right now in anticipation.”
(2) [No Video Clip for non-Club members] Executive Interview: HCA’s core business is still going strong, says Jim Cramer (https://www.cnbc.com/video/2024/10/28/hcas-core-business-is-still-going-strong-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer looks at HCA quarterly results.
(3) [No Video Clip for non-Club members] Executive Interview: Sportradar’s betting segment sounds enticing, says Jim Cramer (https://www.cnbc.com/video/2024/10/28/sportradars-betting-segment-sounds-enticing-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer looks to see if Sportradar is worth adding to your portfolio.
Ticker: SRAD
(4) [No Video Clip for non-Club members] Executive Interview: Hewlett Packard Enterprise CEO Antonio Neri goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/10/28/hewlett-packard-enterprise-ceo-antonio-neri-goes-one-on-one-with-jim-cramer.html)
Hewlett Packard Enterprise President and CEO Antonio Neri joins ‘Mad Money’ host Jim Cramer to talk quarterly results, integrating AI, recent acquisitions and more.
Ticker: HPE
(5) Cramer’s Lightning Round: ‘I would avoid QuantumScape’ (https://www.cnbc.com/2024/10/28/cramers-lightning-round-i-would-avoid-quantumscape.html)
- Lam Research: “I like it very much here…The answer is, I would buy it.”
- Suncor Energy: “No shots are being given in this industry, I can’t do that.”
- Oklo: “Oklo is a short squeeze…I’m getting tired of the short squeezes.”
- Joby Aviation: “I think you’re ok for now.”
- QuantumScape: “I would avoid QuantumScape.”
- NetApp: “That’s a good company…I’m all in.”
Ticker: LRCX, SU, OXLO, JOBY, QS, NTAP
(6) Home Depot is both a secular and cyclical stock, Jim Cramer says (https://www.cnbc.com/2024/10/28/home-depot-is-both-a-secular-and-cyclical-stock-jim-cramer-says.html)
- CNBC’s Jim Cramer on Monday suggested that Home Depot is able to both grow independently of the business cycle and flourish when the economy is doing well.
- “Their hybrid model works,” he said. “The company’s secular characteristics carry it through the cyclical pain, so even if the Fed doesn’t move with alacrity to cut rates, Home Depot will still win.”
Ticker: HD [charitable trust owns HD]
Other Stocks Discussed (calls with audience): Honeywell International (HON), Cloudflare (NET), GoDaddy (GDDY)
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 (Sound from Spotify)
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