Mad Money: 2024年11月14日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2024年11月14日(木)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 names hot sectors that could use a pullback (https://www.cnbc.com/2024/11/14/jim-cramer-names-hot-sectors-that-could-use-a-pullback-.html)

• CNBC’s Jim Cramer on Thursday named sectors that have seen major gains recently and warned investors not to buy them while they’re hot.
• “We have a lot of overly loved stocks in this market right now,” he said. “But many of them deserve love, just not at these levels.”

 

(2) [No Video Clip for non-Club members] Executive Interview: SoFi CEO goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/11/14/sofi-ceo-goes-one-on-one-with-jim-cramer.html)

SoFi CEO Anthony Noto, joins ‘Mad Money’ host Jim Cramer to talk student loans, partnership with BlackRock, alternative investment funds and more.

Ticker: SOFI

 

(3)  [No Video Clip for non-Club members] Executive Interview: Unum Group CEO goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2024/11/14/unum-group-ceo-goes-one-on-one-with-jim-cramer.html)

Unum Group CEO Rick McKenney, joins ‘Mad Money’ host Jim Cramer to talk its long-term care business, insurance portfolio, share increase and more.

Ticker: UNM

 

(4) Executive Interview: CSX CEO talks tariffs and manufacturing: ‘As long as the economy’s growing, we’ll be a part of it’ (https://www.cnbc.com/2024/11/14/csx-ceo-on-how-tariffs-and-manufacturing-affect-rail.html)

• CSX CEO Joe Hinrichs discussed what a change in tariffs and manufacturing might mean for the railroad line.
• “From our standpoint, actually, as long as it’s coming to the U.S., we’re going to move it somewhere,” Hinrichs said. “If tariffs change the trade portfolio — as long as the economy’s growing, we’ll be a part of it.”

Ticker: CSX

 

(5) Cramer’s Lighting Round: ‘I’m not going to recommend’ Altria (https://www.cnbc.com/2024/11/14/cramers-lighting-round-im-not-going-to-recommend-altria.html)

• Altria: “Altria is undervalued, but I’m not going to recommend it because I’m not going to recommend tobacco stocks…I just don’t think I should recommend something that is so bad for you.”
• Super Micro Computer: ”…Accounting irregularities equal [sell, sell, sell!].”
• Boeing: ”…I prefer not to be in a stock that is going to lose a lot of money for a long time.”
• Becton Dickinson: “This stock has broken down severely…If Robert F. Kennedy Jr. is going to be the head of HHS, then it’s going to hurt a lot of vaccines, it could hurt a lot of their business.”
• IDEAYA Biosciences: “They have a lot of phase one stuff, and phase one is might early. Too early for me to bet on.”
• AstraZeneca: “I just don’t know what is wrong…My god is this thing going lower.”

Ticker: MO, SMCI, BA, BDX, IDYA, AZN

 

(6) [No Video Clip for non-Club members] Cramer: I have been fixated on the turn in Europe (https://www.cnbc.com/video/2024/11/14/cramer-i-have-been-fixated-on-the-turn-in-europe.html)

‘Mad Money’ host Jim Cramer takes a deep dive into Europe markets and which stocks will benefit from the turn in the economy.

 

Other Stocks Discussed (calls with audience): RadNet (RDNT) [I don’t like it], Banco Santander (SAN) [excellent idea to buy stock], Intel (INTC), Cleveland Cliff (CFF) [hold on; still weak]

 

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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