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2024年11月6日(水)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 ascribes market rally to Trump’s victory and pro-big business policies (https://www.cnbc.com/2024/11/06/jim-cramer-ascribes-rally-to-end-of-election-and-potential-trump-policies.html)
- CNBC’s Jim Cramer said Wednesday’s session reflected investors who were relieved the contentious election had come to a decisive end and were preparing for what a Trump administration means for the business world.
- “Let’s understand that many people thought we’d have a contested election, which would cause tremendous uncertainty,” he said. “The fact that we already know the winner is a huge win for the stock market in itself, which makes it a magnet for new money.”
(2) Jim Cramer says the market for mergers and acquisitions will be back under Trump (https://www.cnbc.com/2024/11/06/jim-cramer-market-for-mergers-and-acquisitions-is-back-under-trump.html)
- CNBC’s Jim Cramer on Wednesday told investors the Trump administration is more likely to allow mergers and acquisitions to go through, processes largely stymied under Biden.
“I am very confident in the idea that, under President Trump, - M&A’s about to come back and come back bigly,” he said. “Companies will no longer have to fear super-strict antitrust scrutiny, so long as they stay on the right side of our mercurial President elect.”
(3) [No Video Clip for non-Club members] Jim Cramer talks Cummins move up after earnings beat (https://www.cnbc.com/video/2024/11/06/jim-cramer-talks-cummins-move-up-after-earnings-beat.html)
‘Mad Money’ host Jim Cramer looks at recent moves from Cummins.
Ticker: CMI
(4) [No Video Clip for non-Club members] IES is propelled by powerful secular tailwinds, says Jim Cramer (https://www.cnbc.com/video/2024/11/06/ies-is-propelled-by-powerful-secular-tailwinds-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks the latest out of IES holdings.
Ticker: IES
(5) Cramer’s Lightning Round: Talen Energy is ‘in good shape’ (https://www.cnbc.com/2024/11/06/cramers-lightning-round-talen-energy-is-in-good-shape.html)
- United Rentals: ”…This one now needs a pullback, and that’s what you’re going to have to wait for.”
- XP: “I’m going to say no.”
- Okta: ”…You don’t need that one.”
- Talen Energy: “They’re in good shape [buy, buy, buy!].”
- Micron: “I think this stock goes much higher.”
- Lemonade: “I think this is a real short squeeze…Let’s wait ’til Friday and then maybe take some profits.”
Ticker: URI, XP, OKTA, TLN
(6) Jim Cramer on what sectors were unjustifiably in the red today (https://www.cnbc.com/video/2024/11/06/jim-cramer-on-what-sectors-were-unjustifiably-in-the-red-today.html)
‘Mad Money’ host Jim Cramer talks what sectors were down and why he thinks not all of them were justified.
NXT, COST, BLK, HD, SMCI, DG, DLTR, FIVE
Other Stocks Discussed (calls with audience): McDonald MCD) [TXRH is better], ServiceNow (NOW) [one of the best], Boeing (BA) [it should be bought not sold], Vertiv Holdings (VRT) [you have a winner]
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）
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