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2025年1月31日 6:29 PM #19001
暮眞★潤 (Jun Kurema)
キーマスター2025年1月30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 explains how better management can change a stock’s fate (https://www.cnbc.com/2025/01/30/jim-cramer-explains-how-better-management-can-change-a-stocks-fate.html)
- CNBC’s Jim Cramer on Thursday said Wall Street doesn’t focus enough on impressive leaders in the enterprise, suggesting that new CEOs have the power to change a company’s valuation in spite of negative macro trends.
- “Not all publicly traded companies are hostages to forces beyond their control,” he said. “Sometimes when you bring in a great new CEO…they can turn around the whole business, giving their investors spectacular gains.”
- He highlighted executives from Chili’s-parent Brinker International, Starbucks, General Electric and VF Corp.
Ticker: EAT, SBUX, GEV, PANW, YFC IBM
(2) [No Video Clip for non-Club members] Executive Interview: We’re seeing an optimism in the biotech industry, says Thermo Fisher Scientific CEO Marc Casper (https://www.cnbc.com/video/2025/01/30/were-seeing-an-optimism-in-the-biotech-industry-says-thermo-fisher-scientific-ceo-marc-casper.html)
Thermo Fisher Scientific President, Chairman and CEO Marc Casper joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the biotech and pharma space,
Ticker: TMO
(3) Executive Interview: WM CEO says new acquisition is a ‘natural hedge’ for the company (https://www.cnbc.com/2025/01/30/wm-ceo-says-new-acquisition-is-a-natural-hedge-for-the-company.html)
- In an interview with CNBC’s Jim Cramer, WM CEO Jim Fish described how the waste management company’s recent acquisition helps reduce volatility and hedge against more cyclical aspects of the business.
- “It’s a little bit of a natural hedge for us,” Fish said of Stericycle, which largely destroys medical and hazardous waste. “There’s not much cyclicality to it, there’s not a lot of, there’s hardly any seasonality to it at all. I mean, we have a little bit of seasonality in, in our core business…this helps flatten that out.”
- WM’s Thursday earnings report impressed Wall Street, with shares finishing the session up more than 6%.
Ticker: WM
(4) [No Video Clip for non-Club members] Executive Interview: We’re wildly excited about this New Mako robot application, says Stryker CEO (https://www.cnbc.com/video/2025/01/30/were-wildly-excited-about-this-new-mako-robot-application-says-stryker-ceo.html)
Stryker CEO Kevin Lobo joins ‘Mad Money’ host Jim Cramer to talk quarterly results, diversification of its portfolio, and more.
Ticker: SYK
(5) Cramer’s Lightning Round: Plains All American Pipeline is a buy (https://www.cnbc.com/2025/01/30/cramers-lightning-round-plains-all-american-pipeline-is-a-buy.html)
- AutoZone: “AZO is a great stock…AutoZone is good, they buy a lot of their own stock.”
- Plains All American Pipeline: ”[buy, buy, buy!]”
Ticker: AZO, PAA
(6) Musk has an incredible track record, that when he says stuff, people believe him, says Jim Cramer (https://www.cnbc.com/video/2025/01/30/musk-has-an-incredible-track-record-that-when-he-says-stuff-people-believe-him-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer digs into Tesla earnings and the stock reaction.
Ticker: TSLA
Other Stocks Discussed (calls with audience): Cleveland Cliffs (CLF) [so cheap now due to Chinese damping, it will end with tariff]
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)
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