Mad Money: 2025年4月14日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年4月14日(月)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 why these market themes are working right now (https://www.cnbc.com/2025/04/14/jim-cramer-explains-why-these-market-themes-are-working-right-now.html)

• CNBC’s Jim Cramer on Monday explained why he thinks certain sectors can do well on the market right now and pinpointed a few stocks.
• He named companies in areas like health insurance and cybersecurity.

Where are the winners?: (1) Health Insurance: UNH [buy buy buy], CNC, (2) Drug middlemen: ABC, MCK, CAH, (3) Defense: LHX, PLTR, (4) Infrastructure: MLM, WM, VMC [I would own any of these 3], (4) Cybersecurity [you must one at least one]: PANW, CRWD [buy buy buy] [Charitable trust owns both PANW and CRWD], OKTA, RBRK, (5) Snack Food: HSY, MDLZ, CL, KO [must own stock in the slowdown; I don’t care it’s high now], (6) Retail: WMT, COST, (7) Others: AXON, ED, AEM

 

(2) [No Video Clip for non-Club members] ABM Industries CEO Scott Salmirs goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/04/14/abm-industries-ceo-scott-salmirs-goes-one-on-one-with-jim-cramer.html)

ABM Industries Founder and CEO Scott Salmirs joins ‘Mad Money’ host Jim Cramer to talk quarterly results, a potential travel slowdown, and more.

Ticker: ABM

 

(3) [No Video Clip for non-Club members] Jim Cramer answers investor questions (https://www.cnbc.com/video/2025/04/14/jim-cramer-answers-investor-questions.html)

‘Mad Money’ host Jim Cramer takes viewer calls to share his investing wisdom in the turbulent market.

Ticker:  ELF [No], GIS [buy buy buy], AAL [buy Delta], high yield fund right now

 

(4) RBN Energy CEO says you can’t have lower oil prices and boost production: ‘It doesn’t make any sense’ (https://www.cnbc.com/2025/04/14/rbn-energy-ceo-says-you-cant-have-lower-oil-prices-and-higher-production.html)

• In a Monday interview with CNBC’s Jim Cramer, RBN Energy executive Rusty Braziel suggested that having lower oil prices was at odds with increasing production.
• “The situation is, you cannot have ‘drill, baby, drill’ and have that much more production coming out of the ground, and at the same time have lower…oil prices,” Braziel said. “It doesn’t make any sense.”

 

(5) Cramer’s Lightning Round: ‘I’m going to have to say no to Ardmore Shipping’ (https://www.cnbc.com/2025/04/14/cramers-lightning-round-im-going-to-have-to-say-no-to-ardmore-shipping.html)

• Ardmore Shipping: “I don’t like the situation, because a lot of what is carried is tariffed…I’m going to have to say no to Ardmore Shipping”
• Planet Fitness: “They are doing better than expected, I think you have a winner.”
• Powell Industries: ”…If you’re willing to hold on for the next cycle, it’s fine. But I’ve got to tell you, it’s considered to be a data center play, and people think that data centers are slowing down, and that’s the case with Powell Industries too.”
• 3M: “It’s a big international, and right now, big internationals are really frowned upon…If you can own it through the cycle, again, I think it is a good situation.”

Ticker: ASC, PLNT, POWL, MMM

 

(6) [No Video Clip for non-Club members] Majority of American companies that do business overseas want a weaker dollar, says Jim Cramer (https://www.cnbc.com/video/2025/04/14/majority-of-american-companies-that-do-business-overseas-want-a-weaker-dollar-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the impact of a declining U.S. dollar.

 

Other Stocks Discussed (calls with audience): Dollar General (DG) [it’s a buy], Oracle (ORCL) [I want you to buy more]

 

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）
• InternetArchive（1分毎のビデオ＆テキスト）

Disclaimer

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