Mad Money: Key points from November 1, 2021 (Monday) episode

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      This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Monday, November 1, 2021.  It also contains links to CNBC sites which contain video clips and transcripts are also listed.

       

      (1) Jim Cramer’s 5 ‘borderline unstoppable’ investment themes for the rest of 2021 (https://www.cnbc.com/2021/11/01/jim-cramer-borderline-unstoppable-investment-themes-for-end-of-2021.html)

      • CNBC’s Jim Cramer on Monday laid out the five major investment themes he expects Wall Street to throw its weight behind for the remainder of 2021.
      • “I like to say that this is the time of year where winners become anointed,” the “Mad Money” host said.
      • Cramer’s investment themes include electric vehicles, cloud computing and the metaverse.

      Automobiles of the present & future: On Semiconductor (ON), Tesla (TSLA) , NXP Semi, Ford (F) [Investment Club owns F], Rivian (private); Environment: Plug Power (PLUG), Enphase (ENPH); Metaverse: Meta (FB), Nvidia (NVDA), Unity (U); The Cloud: Nvidia (NVDA), AMD (AMD), Microsoft (MSFT), Salesforce (CRM), Adobe (ADBE), Snowflake (SNOW); Energy: Chevron (CVX), Pioneer Natural Resources (PXD), Devon (DVN)

       

      (2) Executive Interview: GXO Logistics CEO discusses the company’s strategy to meet holiday shopping demand (https://www.cnbc.com/video/2021/11/01/gxo-logistics-ceo-discusses-the-companys-strategy-to-meet-holiday-shopping-demand.html)

      GXO Logistics CEO Malcolm Wilson appeared on Monday’s episode of CNBC’s “Mad Money,” discussing the company’s strategy on automation and hiring for the holiday season.

      Ticker: GXO

       

      (3) Interview: Commerce Secretary Gina Raimondo sees ‘clear improvements’ happening at congested U.S. ports (https://www.cnbc.com/2021/11/01/commerce-secretary-gina-raimondo-sees-clear-improvements-happening-at-congested-us-ports.html)

      • Commerce Secretary Gina Raimondo told CNBC on Monday she believes “clear improvements” are being made at congested U.S. ports.
      • “Supply chains are global. They’re complex, so we have to be working on every aspect of it,” she said in a “Mad Money” interview.

       

      (4) Executive Interview: Element Solutions CEO explains how EV growth benefits the specialty chemicals maker (https://www.cnbc.com/video/2021/11/01/element-solutions-ceo-explains-how-ev-growth-benefits-the-specialty-chemicals-maker.html)

      Element Solutions CEO Ben Gliklich appeared on Monday’s episode of “Mad Money,” after the specialty chemicals company reported third-quarter earnings last week.

      Ticker ESI

       

      (5) Cramer’s lightning round: Own Facebook-parent Meta if you want metaverse exposure (https://www.cnbc.com/2021/11/01/cramers-lightning-round-own-facebook-parent-meta-if-you-want-metaverse-exposure.html)

      • SK Telecom: “It’s good. It’s just that my problem is, I don’t like the carrier business. It’s getting competitive. I’m not sure about how competitive it is in Korea, but the growth is not there. If you want metaverse, you’ve got to own the old Facebook [now known as Meta].”
      • Eventbrite: “Everyone is a platform-as-a-service company. Then again, this company has event planning. It’s got great management. What do we do? We have to speak to Julia Hartz, she runs it. Let’s get her on the show.”
      • Encore Wire: ”[Ticker symbol] WIRE has been an up-and-down stock from Day One, and it is now in the up mode. It is going parabolic. The stock is parabolic, and I am not going to recommend a parabolic stock right here. It’s too dangerous, and people could get hurt.”
      • Origin Materials: “We have to do work on Origin Materials. I don’t understand why the stock has been going down, down, down when everyone in its cohort has been going up, up, up.”

      Ticker: SKM, EB, WIRE, ORGNW

       

      (6) Cramer stresses need for investment discipline, suggests trimming high-flying winners (https://www.cnbc.com/2021/11/01/cramer-suggests-investors-need-to-be-disciplined-and-trim-high-flying-winners.html)

      • CNBC’s Jim Cramer on Monday stressed the need for investors to be disciplined when approaching stocks that have had major surges recently.
      • “Please, one thing you have to remember [is] … bulls make money, bears make money, but hogs, they get slaughtered,” Cramer said.
      • The “Mad Money” host admitted he is “feeling a little hoggish” because he’s not yet been able to trim his charitable trust’s Nvidia position.

      Ticker: TSLA, NFLX, NVDA [charitable trust own NVDA]

       

      Other Stocks Discussed (Calls with Audiences): Portillio (PTLO), Cisco Systems (CSCO) [inexpensive, Charitable trust owns CSCO]

       

      Ref: Links to other sites that relate to episode of November 1, 2021

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