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Mad Money: 2025年2月6日(木)の放送の要点

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    • 2025年2月9日 12:43 AM #19018
      暮眞★潤 (Jun Kurema)
      キーマスター

      2025年2月6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 reviews 10 stocks leading the Dow now (https://www.cnbc.com/2025/02/06/jim-cramer-10-stocks-leading-the-dow.html)

      • CNBC’s Jim Cramer on Thursday thought it worthwhile to review ten stocks that have been leading the Dow Jones Industrial Average, saying he thinks some of these names don’t receive enough attention from Wall Street.
      • “So far this year, we’ve had many very big winners outside of tech, and I bet most of them can keep quietly working their way higher,” he said.
      • The stocks include 3M, IBM, Amgen, Goldman Sachs and JPMorgan.

      Darlings of the DOW: 3M (MMM), JPMorgan (JMP), IBM (IBM), Goldman Sachs (GS), Amegen (AMGN), Walmart (WMT), Visa (V), Amazon (AMZN), American Express (AXP), Sherwin-Williams (SHW)

       

      (2) Roblox CEO talks growth goals after earnings: ‘There’s a huge market out there’ (https://www.cnbc.com/2025/02/06/roblox-ceo-talks-growth-goals-post-earnings-huge-market-out-there.html)

      • In a Thursday interview with CNBC’s Jim Cramer, Roblox CEO Dave Baszucki reflected on the most recent quarter.
        He described the company’s progress towards its goal of getting 10% of all the gaming content in the world on the platform.
      • “There’s a huge market out there. We saw NFL Universe, which is a fully-licensed sports game, show up on Roblox and get in the top 25. We saw SpongeBob hit the top 25,” he said. “We’re only hitting 2.4% of the total gaming market space on Roblox. That’s a lot of room.”

      Ticker: RBLX

       

      (3) [No Video Clip for non-Club members] Executive Interview: Hartford Financial Services CEO Chris Swift sits down with Jim Cramer (https://www.cnbc.com/video/2025/02/06/hartford-financial-services-ceo-chris-swift-sits-down-with-jim-cramer.html)

      Hartford Financial Services Chairman and CEO Chris Swift joins ‘Mad Money’ host Jim Cramer to talk Q4 results, its growth plans, the impact of severe weather, and more.

      Ticker: HIG

       

      (4) Executive Interview: E.l.f. Beauty CEO explains softer sales trends in January (https://www.cnbc.com/2025/02/06/elf-beauty-ceo-explains-softer-sales-trends-in-january.html)

      • E.l.f. Beauty CEO Tarang Amin told CNBC’s Jim Cramer why the company saw lighter business in January, citing declines across the industry and saying some new products have been off to a slower start.
      • “I remain bullish on the business,” he said. “But our approach is always, we have a high degree of transparency. If we see something, we pass it through.”

      Ticker: ELF

       

      (5) Cramer’s Lightning Round: NextEra Energy is a buy (https://www.cnbc.com/2025/02/06/cramers-lightning-round-nextera-energy-is-a-buy.html)

      • NextEra Energy: “I like them…I think you’ve got a good one. [buy, buy, buy!]”
      • Fastly: “No. I mean, they’ve missed the quarter too often. If you want to be in that, you want to be in Cloudflare.”
      • Danaher: “Danaher’s been bad for me…That last quarter was terrible, and, frankly, they were very smug on the call talking about how good it was, and that was a very ill-advised strategy that they adopted, and I don’t like it.”
      • IES Holdings: “That’s Jeffrey Gendell’s company. He is a, just an amazing man.”
      • SLB: “It’s the best house in a bad neighborhood, and we don’t want to be in bad neighborhoods…Really great company, but I don’t want to recommend the stock.”
      • A10 Networks: “A10 is up in a straight line, it’s a parabolic move. It’s a good company, but I can’t recommend parabolic stocks. Let that one come in.”

      Ticker: NEE, FSLY, DHR, IESC, SLB, ATEN

       

      (6) [No Video Clip for non-Club members] Honeywell will be worth far more once it’s broken up, says Jim Cramer (https://www.cnbc.com/video/2025/02/06/honeywell-will-be-worth-far-more-once-its-broken-up-says-jim-cramer.html)

      ‘Mad Money’ host Jim Cramer recaps his interviews with Honeywell and Arm Holdings.

       

      Other Stocks Discussed (calls with audience): Banco Santander (SAN) [still very inexpensive; still great situation], Exxon (XOM) [No. Stay away from XOM. Rather want to see you in Chevron], Intel (INTC) [I don’t want to be in the stock]

       

      参考: この日の放送に関するその他のサイトへのリンク 

      Disclaimer

      ****************************

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