Mad Money: 2024年11月5日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年11月5日(火)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 lists 10 stocks that could do well under Harris or Trump (https://www.cnbc.com/2024/11/05/jim-cramer-lists-10-stocks-that-could-do-well-under-harris-or-trump.html)

• Walmart, Costco and TJX: These bargain retailers have done well to fight inflation, and consumers appreciate their deals on a variety of products, Cramer said. Neither candidate is likely to change that dynamic, he added. Even if Trump hikes tariffs, Cramer said these companies don’t have meaningful foreign exposure that could hurt them.
• Netflix: Cramer called the streaming giant a bargain and noted that it offers programming “for all sides of the aisle.”
  T-Mobile: Cramer said he’s impressed by this wireless carrier’s retention and churn rates, as well as its earnings over the past several quarters.
• Palo Alto Networks and CrowdStrike: There is so much cybercrime that both of these security companies have plenty of business, Cramer said.
• Palantir: According to Cramer, Palantir’s stock could keep running despite its recent gains, noting the defense contractor is posting great quarters.
• GE Vernova: Cramer pointed out that GE Vernova has natural gas, windmills and nuclear power — all of which will and continue to be in demand for utilities and hyperscalers.
• Cintas: This company provides businesses with uniforms and other supplies. Cramer said he thinks it can do well because both candidates say they want to support small businesses.

 

(2) [No Video Clip for non-Club members] Executive Interview: Texas Roadhouse CEO Jerry Morgan goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/11/05/texas-roadhouse-ceo-jerry-morgan-goes-one-on-one-with-jim-cramer.html)

Texas Roadhouse CEO Jerry Morgan joins ‘Mad Money’ host Jim Cramer to talk quarterly results, menu price increases, and more.

 

(3) [No Video Clip for non-Club members] Charts suggest S&P 500 may have turned around (https://www.cnbc.com/video/2024/11/05/charts-suggest-sp-500-may-have-turned-around.html)

‘Mad Money’ host Jim Cramer hits the charts with the S&P 500.

 

(4) It’s an ‘exciting time’ to be in a product testing business, says UL Solutions CEO Jennifer Scanlon (https://www.cnbc.com/video/2024/11/05/its-an-exciting-time-to-be-in-a-product-testing-business-says-ul-solutions-ceo-jennifer-scanlon.html)

UL Solutions President and CEO Jennifer Scanlon joins ‘Mad Money’ host Jim Cramer to talk quarterly results, battery manufacturing, the EV space and more.

 

(5) Cramer’s Lighting Round: S&P Global is a buy (https://www.cnbc.com/2024/11/05/cramers-lighting-round-sp-global-is-a-buy.html)

• Broadcom: “I like Broadcom.”
• SkyWater Technology: “SkyWater is a very complicated story because they’re losing a lot of money.”
• IES Holdings: “It is a really good company…I think you got a great stock there.”
• S&P Global: “I think it’s a buy.”
• Merck: “I want you to buy more.”

Ticker: AVGO, SKYT, IESC, SPGI, MRK

 

(6) Jim Cramer explains why it’s not clear which stocks will rally under Harris or Trump (https://www.cnbc.com/2024/11/05/jim-cramer-explains-why-its-not-clear-which-stocks-will-rally-under-harris-or-trump.html)

• CNBC’s Jim Cramer explained that few sectors are currently obvious winners or losers under either candidate’s administration.
• “This presidential prognostication game is meaningless until we start hearing about cabinet appointments, those will tell us a lot,” he said. “Right now, though, there are just too many political angles to every single stock story.”

 

Other Stocks Discussed (calls with audience): Barrick Gold (GOLD), Hilton Worldwide (HLT), Cigna (CI), Aaroenvironment [stayin]

 

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）
• Internet Archive (Video & Texts per minute）

 

Disclaimer

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